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. 1545-0047
2021
Open to Public Inspection
For calendar year 2021, or tax year beginning 01-01-2021 , and ending 12-31-2021
Name of foundation
Steffens Foundation
 
Number and street (or P.O. box number if mail is not delivered to street address)PO Box 455
  Room/suite
City or town, state or province, country, and ZIP or foreign postal code
Pullman, WA99163
A Employer identification number

20-2420941
B Telephone number (see instructions)

(312) 444-3721
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$8,817,989J 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) 0
2 Check bullet.............
3 Interest on savings and temporary cash investments      
4 Dividends and interest from securities... 199,529 199,529  
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 581,959
b Gross sales price for all assets on line 6a 1,670,670
7 Capital gain net income (from Part IV, line 2)... 645,116
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).......      
12 Total. Add lines 1 through 11........ 781,488 844,645  
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 0 0   0
14 Other employee salaries and wages......        
15 Pension plans, employee benefits.......        
16a Legal fees (attach schedule).........        
b Accounting fees (attach schedule)....... Click to see attachment 12,154 12,154   0
c Other professional fees (attach schedule)....        
17 Interest...............        
18 Taxes (attach schedule) (see instructions)... Click to see attachment 17,444 6,568   0
19 Depreciation (attach schedule) and depletion...      
20 Occupancy..............        
21 Travel, conferences, and meetings.......        
22 Printing and publications..........        
23 Other expenses (attach schedule)....... Click to see attachment 43,472 43,472   0
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 73,070 62,194   0
25 Contributions, gifts, grants paid....... 1,683,000 1,683,000
26 Total expenses and disbursements. Add lines 24 and 25 1,756,070 62,194   1,683,000
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements -974,582
b Net investment income (if negative, enter -0-) 782,451
c Adjusted net income (if negative, enter -0-)...  
For Paperwork Reduction Act Notice, see instructions.
Cat. No. 11289X Form 990-PF (2021)
Form 990-PF (2021)
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......... 395,014 183,076 183,076
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..........      
10a Investments—U.S. and state government obligations (attach schedule)      
b Investments—corporate stock (attach schedule)....... 3,573,491 Click to see attachment3,287,772 6,306,248
c Investments—corporate bonds (attach schedule)....... 1,975,311 Click to see attachment1,524,464 1,581,097
11 Investments—land, buildings, and equipment: basis bullet  
Less: accumulated depreciation (attach schedule) bullet        
12 Investments—mortgage loans.............      
13 Investments—other (attach schedule).......... 603,598 Click to see attachment585,907 746,439
14 Land, buildings, and equipment: basis bullet  
Less: accumulated depreciation (attach schedule) bullet        
15 Other assets (describe bullet) Click to see attachment7,381 Click to see attachment1,129 Click to see attachment1,129
16 Total assets (to be completed by all filers—see the
instructions. Also, see page 1, item I) 6,554,795 5,582,348 8,817,989
Liabilities 17 Accounts payable and accrued expenses.......... 5,935 8,070
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)......... 5,935 8,070
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........ 0 0
27 Paid-in or capital surplus, or land, bldg., and equipment fund 0 0
28 Retained earnings, accumulated income, endowment, or other funds 6,548,860 5,574,278
29 Total net assets or fund balances (see instructions)..... 6,548,860 5,574,278
30 Total liabilities and net assets/fund balances (see instructions). 6,554,795 5,582,348
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
6,548,860
2
Enter amount from Part I, line 27a .....................
2
-974,582
3
Other increases not included in line 2 (itemize) bullet
3
0
4
Add lines 1, 2, and 3 ..........................
4
5,574,278
5
Decreases not included in line 2 (itemize) bullet
5
0
6
Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 29 .
6
5,574,278
Form 990-PF (2021)
Form 990-PF (2021)
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 Northern Trust - Post Contrib. Acq. - Short Term   2021-01-06 2021-12-31
b Northern Trust - Post Contrib. Acq. - Long Term   2021-01-12 2021-12-31
c Exxon Mobil Corp   2005-01-01 2021-11-17
d Home Depot Inc   2005-01-01 2021-11-18
e Meta Platforms, Inc   2012-05-17 2021-01-12
Pepsico Inc   2005-01-01 2021-11-18
Procter & Gamble Co   1994-12-23 2021-11-18
Capital Gains Dividends P    
(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 73,857   59,605 14,252
b 1,299,853   949,593 350,260
c 8,811   553 8,258
d 52,752   169 52,583
e 97,439   14,782 82,657
24,843   361 24,482
17,970   491 17,479
95,145     95,145
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       14,252
b       350,260
c       8,258
d       52,583
e       82,657
      24,482
      17,479
      95,145
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 2 645,116
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  
Form 990-PF (2021)
Form 990-PF (2021)
Page 4
Part V
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 All other domestic foundations enter 1.39% (0.0139) of line 27b. Exempt foreign organizations enter 4% (0.04) 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 10,876
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 10,876
6 Credits/Payments:
a 2021 estimated tax payments and 2020 overpayment credited to 2021 6a 12,000
b Exempt foreign organizations—tax withheld at source...... 6b 0
c Tax paid with application for extension of time to file (Form 8868)... 6c 9,000
d Backup withholding erroneously withheld ........... 6d 0
7 Total credits and payments. Add lines 6a through 6d.............. 7 21,000
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  
10 Overpayment. If line 7 is more than the total of lines 5 and 8, enter the amount overpaid...Bullet 10 10,124
11 Enter the amount of line 10 to be: Credited to 2022 estimated taxBullet10,124 RefundedBullet 11 0
Part VI-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$ 0(2) On foundation managers.bullet$ 0
e
Enter the reimbursement (if any) paid by the foundation during the year for political expenditure tax imposed
on foundation managers.bullet$ 0
2
Has the foundation engaged in any activities that have not previously been reported to the IRS?.......
2
 
No
If "Yes," attach a detailed description of the activities.
3
Has the foundation made any changes, not previously reported to the IRS, in its governing instrument, articles
of incorporation, or bylaws, or other similar instruments? If "Yes," attach a conformed copy of the changes....
3
 
No
4a
Did the foundation have unrelated business gross income of $1,000 or more during the year?.........
4a
 
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 XIV..................................
    7
    Yes
     
    8a
    Enter the states to which the foundation reports or with which it is registered (see instructions)
    bulletWA
    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 2021 or the taxable year beginning in 2021? See the instructions for Part XIII.
    If "Yes," complete Part XIII .............................
    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 (2021)
    Form 990-PF (2021)
    Page 5
    Part VI-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 addressbulletNone
    14
    The books are in care ofbulletThe Foundation Telephone no.bullet (312) 444-3721

    Located atbulletPO Box 455PullmanWA ZIP+4bullet99163
    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 2021, 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 VI-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? ...........
    1a(1)
     
    No
    (2) Borrow money from, lend money to, or otherwise extend credit to (or accept it from)
    a disqualified person? ..............................
    1a(2)
     
    No
    (3) Furnish goods, services, or facilities to (or accept them from) a disqualified person? ...........
    1a(3)
     
    No
    (4) Pay compensation to, or pay or reimburse the expenses of, a disqualified person? ............
    1a(4)
     
    No
    (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)? ......................
    1a(5)
     
    No
    (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.) ...............
    1a(6)
     
    No
    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
     
     
    c
    ........bullet
    d
    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 2021? .............
    1d
     
    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 2021, did the foundation have any undistributed income (lines 6d
    and 6e, Part XII) for tax year(s) beginning before 2021?....................
    2a
     
    No
    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? ..............................
    3a
     
    No
    b
    If "Yes," did it have excess business holdings in 2021 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 2021.) .....................
    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 2021? ..
    4b
     
    No
    Form 990-PF (2021)
    Form 990-PF (2021)
    Page 6
    Part VI-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))? ..........
    5a(1)
     
    No
    (2) Influence the outcome of any specific public election (see section 4955); or to carry
    on, directly or indirectly, any voter registration drive? ....................
    5a(2)
     
    No
    (3) Provide a grant to an individual for travel, study, or other similar purposes? .............
    5a(3)
     
    No
    (4) Provide a grant to an organization other than a charitable, etc., organization described
    in section 4945(d)(4)(A)? See instructions ........................
    5a(4)
     
    No
    (5) Provide for any purpose other than religious, charitable, scientific, literary, or
    educational purposes, or for the prevention of cruelty to children or animals? .............
    5a(5)
     
    No
    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
     
     
    c
    .........bullet
    d
    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? .................
    5d
     
     
    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? .............................
    6a
     
    No
    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?
    7a
     
    No
    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? .........................
    8
     
    No
    Part VII
    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
    Mary S Schweitzer President
    1.00     		0 0 0
    PO Box 455
    Pullman,WA99163
    Stephanie L Schweitzer Vice President
    0.10     		0 0 0
    PO Box 455
    Pullman,WA99163
    Edmund A Schweitzer Secretary
    0.10     		0 0 0
    PO Box 455
    Pullman,WA99163
    Paul A Schweitzer Treasurer
    0.10     		0 0 0
    PO Box 455
    Pullman,WA99163
    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 (2021)
    Form 990-PF (2021)
    Page 7
    Part VII
    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 VIII-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 VIII-B
    Summary of Program-Related Investments (see instructions)
    Describe the two largest program-related investments made by the foundation during the tax year on lines 1 and 2. Amount
    1  
    2  
    All other program-related investments. See instructions.
    3  
    Total. Add lines 1 through 3.........................bullet0
    Form 990-PF (2021)
    Form 990-PF (2021)
    Page 8
    Part IX
    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
    8,963,749
    b
    Average of monthly cash balances.......................
    1b
    128,525
    c
    Fair market value of all other assets (see instructions)................
    1c
    0
    d
    Total (add lines 1a, b, and c).........................
    1d
    9,092,274
    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
    9,092,274
    4
    Cash deemed held for charitable activities. Enter 1.5% (0.015) of line 3 (for greater amount, see
    instructions) .............................
    4
    136,384
    5
    Net value of noncharitable-use assets. Subtract line 4 from line 3. .......
    5
    8,955,890
    6
    Minimum investment return. Enter 5% (0.05) of line 5................
    6
    447,795
    Part X
    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 IX, line 6..................
    1
    447,795
    2a
    Tax on investment income for 2021 from Part V, line 5.......
    2a
    10,876
    b
    Income tax for 2021. (This does not include the tax from Part V.) ...
    2b
     
    c
    Add lines 2a and 2b............................
    2c
    10,876
    3
    Distributable amount before adjustments. Subtract line 2c from line 1............
    3
    436,919
    4
    Recoveries of amounts treated as qualifying distributions................
    4
    0
    5
    Add lines 3 and 4............................
    5
    436,919
    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 XII, line 1 ...
    7
    436,919
    Part XI
    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
     
    b
    Program-related investments—total from Part VIII-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 XII, line 4.
    4
     
    Form 990-PF (2021)
    Form 990-PF (2021)
    Page 9
    Part XII
    Undistributed Income (see instructions)
    (a)
    Corpus     		(b)
    Years prior to 2020     		(c)
    2020     		(d)
    2021
    1 Distributable amount for 2021 from Part X, line 7 436,919
    2 Undistributed income, if any, as of the end of 2021:
    a Enter amount for 2020 only....... 395,905
    b Total for prior years:20, 20, 20 0
    3 Excess distributions carryover, if any, to 2021:
    a From 2016......  
    b From 2017......  
    c From 2018......  
    d From 2019......  
    e From 2020......  
    f Total of lines 3a through e ........ 0
    4Qualifying distributions for 2021 from Part
    XI, line 4: bullet$ 1,683,000
    a Applied to 2020, but not more than line 2a 395,905
    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 2021 distributable amount..... 436,919
    e Remaining amount distributed out of corpus 850,176
    5 Excess distributions carryover applied to 2021. 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 5 850,176
    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 2021. Subtract
    lines 4d and 5 from line 1. This amount must
    be distributed in 2022 ..........     		0
    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 2016 not
    applied on line 5 or line 7 (see instructions) ...     		0
    9 Excess distributions carryover to 2022.
    Subtract lines 7 and 8 from line 6a ......     		850,176
    10 Analysis of line 9:
    a Excess from 2017....  
    b Excess from 2018....  
    c Excess from 2019....  
    d Excess from 2020....  
    e Excess from 2021.... 850,176
    Form 990-PF (2021)
    Form 990-PF (2021)
    Page 10
    Part XIII
    Private Operating Foundations (see instructions and Part VI-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 2021, 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) 2021 (b) 2020 (c) 2019 (d) 2018
             
    b 85% (0.85) of line 2a .........          
    c Qualifying distributions from Part XI,
    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 IX, 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 XIV
    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).)
    Mary S Schweitzer
    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 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 (2021)
    Form 990-PF (2021)
    Page 11
    Part XIV
    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
    Alternatives to Violence
    625 N Van Buren
    Moscow,ID83843     		None 501(c)(3) General Operating 20,000
    Alternatives to Violence
    625 N Van Buren
    Moscow,ID83843     		None 501(c)(3) General Operating 25,000
    Boulder Preparatory High School
    5075 Chaparral Court 1
    Boulder,CO80301     		None 501(c)(3) General Operating 15,000
    Bridge House
    PO Box 626
    Boulder,CO80306     		None 501(c)(3) General Operating 10,000
    Catholic Charities of Eastern Washington
    12 E 5th Ave
    Spokane,WA99202     		None 501(c)(3) General Operating 225,000
    Circles of Caring Adult Day Health Found
    588 SE Bishop Blvd Suite D
    Pullman,WA99613     		None 501(c)(3) General Operating 5,000
    Community Action Center
    350 Fairmount Dr 1
    Pullman,WA99163     		None 501(c)(3) General Operating 40,000
    Community Action Center
    350 Fairmount Dr 1
    Pullman,WA99163     		None 501(c)(3) General Operating 50,000
    Community Foundation of Boulder
    1123 Spruce Street
    Boulder,CO80302     		None 501(c)(3) General Operating 10,000
    Covenant House
    Times Square Station PO Box 731
    New York,NY10108     		None 501(c)(3) General Operating 10,000
    Cross Catholic Outreach
    2700 N Military Trail Suite 300
    Boca Raton,FL334273908     		None 501(c)(3) Scholarships, General Operating 85,000
    Cross International
    1280 SW 36th Avenue Suite 303
    Pompano Beach,FL33069     		None 501(c)(3) Emergency Relief Fund 10,000
    Cross International
    1280 SW 36th Avenue Suite 303
    Pompano Beach,FL33069     		None 501(c)(3) General Operating 40,000
    Cystic Fibrosis Foundation
    4550 Montgomery Ave Suite 1100 N
    Bethesda,MD20814     		None 501(c)(3) General Operating 2,000
    Doctors Without Borders
    40 Rector St 16th Floor
    New York,NY10006     		None 501(c)(3) General Operating 10,000
    Dominican Sisters of Peace
    3600 Broadway
    Great Bend,KS67530     		None 501(c)(3) General Operating 25,000
    Earth's Table
    PO Box 3709
    Boulder,CO80027     		None 501(c)(3) General Operating 5,000
    Edify
    8825 Aero Drive Suite 220
    San Diego,CA92123     		None 501(c)(3) General Operating 10,000
    Fort Hays State University
    225 Rarick Hall
    Hays,KS676074099     		None 501(c)(3) Science and Math Summer Camps 25,000
    Forward Steps Foundation
    370 Interlocken Blvd
    Broomfield,CO80021     		None 501(c)(3) General Operating 5,000
    Gonzaga University Foundation
    502 East Boone Ave
    Spokane,WA99258     		None 501(c)(3) Mental Health Initiatives 56,000
    Hope for the Village Child for the Rickets
    Km 6 Kachia Road
    Mekara,Kaduna800104
    NI     		None 501(c)(3) General Operating 10,000
    Idaho Food Bank
    3630 E Commercial Ct
    Meridian,ID83642     		None 501(c)(3) General Operating 10,000
    Innovia Foundation
    818 W Riverside Ave Ste 650
    Spokane,WA992010909     		None 501(c)(3) Fire Home Restoration Fund 75,000
    Intercambio de Communidades
    4735 Walnut St B
    Boulder,CO80301     		None 501(c)(3) General Operating 5,000
    International Rescue Committee
    122 East 42nd Street
    New York,NY101681289     		None 501(c)(3) General Operating 40,000
    KiloWatts for Humanity
    PO Box 30511
    Seattle,WA981130511     		None 501(c)(3) General Operating 10,000
    Kuumba Smart Vision
    Unnamed Road
    Ndola,NdolaXJWX5RF
    ZA     		None 501(c)(3) General Operating 5,000
    Maryknoll Sisters of St Dominic
    PO Box 317
    Marynoll,NY10545     		None 501(c)(3) General Operating 15,000
    National Council on Aging
    251 18th Street South 500
    Arlington,VA22202     		None 501(c)(3) General Operating 5,000
    National Immigrant Justice Center
    224 S Michigan Ave Suite 600
    Chicago,IL60604     		None 501(c)(3) General Operating 25,000
    Nyaka AIDS Orphans Project
    2970 E Lake Lansing Rd
    East Lansing,MI48823     		None 501(c)(3) General Operating 3,000
    Palouse Discovery Science Center
    2371 NE Hopkins CT
    Pullman,WA99163     		None 501(c)(3) General Operating 25,000
    Pullman Community Montessori
    115 NW State Street Suite 212
    Pullman,WA99163     		None 501(c)(3) General Operating 50,000
    Pullman Regional Hospital Foundation
    840 SE Bishop Blvd Ste 200
    Pullman,WA99163     		None 501(c)(3) General Operating 25,000
    Red Cloud Indian School
    100 Mission Drive
    Pine Ridge Indian Rese,SD57770     		None 501(c)(3) General Operating 5,000
    San Felipe Del Rio
    638 Camino de los Mares
    San Clemente,CA92673     		None 501(c)(3) General Operating 15,000
    San Felipe Del Rio
    638 Camino de los Mares
    San Clemente,CA92673     		None 501(c)(3) General Operating 50,000
    Semper Fi & America's Fund
    825 College Blvd Ste 102 PMB 609
    Oceanside,CA92057     		None 501(c)(3) General Operating 10,000
    Shriners Hospital for Children
    POBox 2472
    Spokane,WA992102472     		None 501(c)(3) General Operating 20,000
    Sister Carmen Community Center
    655 Aspen Ridge
    Lafayette,CO80026     		None 501(c)(3) General Operating 5,000
    SLT Scholars
    34 Hilltop Lane
    St Paul,MN551162720     		None 501(c)(3) General Operating 50,000
    SLT Scholars
    34 Hilltop Lane
    St Paul,MN551162720     		None 501(c)(3) General Operating 10,000
    Snake River Community Clinic
    215 10th St
    Lewiston,ID83501     		None 501(c)(3) General Operating 10,000
    St Joseph's Indian School
    1301 N Main St
    Chamberlain,SD57326     		None 501(c)(3) General Operating 5,000
    Sweet Dreams in a Bag
    9249 S Broadway Unit 200 Suite 198
    Littleton,CO80129     		None 501(c)(3) General Operating 2,000
    Vanessa Behan Crisis Nursery
    1004 E 8th Ave
    Spokane,WA99201     		None 501(c)(3) General Operating 25,000
    Vanessa Behan Crisis Nursery
    1004 E 8th Ave
    Spokane,WA99201     		None 501(c)(3) General Operating 25,000
    Volunteers of America
    525 West Second Avenue
    Spokane,WA992014301     		None 501(c)(3) General Operating 250,000
    Walla Walla Community College Foundation
    500 Tausick Way
    Walla Walla,WA99362     		None 501(c)(3) General Operating 25,000
    Walla Walla Community College Foundation
    500 Tausick Way
    Walla Walla,WA99362     		None 501(c)(3) General Operating 5,000
    Washington State University Foundation
    255 E Main Street Ste 301
    Pullman,WA991641925     		None 501(c)(3) General Operating 5,000
    Washington State University Foundation
    255 E Main Street Ste 301
    Pullman,WA991641925     		None 501(c)(3) General Operating 25,000
    Washington State University Foundation
    255 E Main Street Ste 301
    Pullman,WA991641925     		None 501(c)(3) General Operating 10,000
    Whitman County Historical Society
    PO Box 67
    Colfax,WA99111     		None 501(c)(3) General Operating 50,000
    Whitman County Humane Society
    126 South Grand Ave
    Pullman,WA99163     		None 501(c)(3) General Operating 20,000
    Whitman County Humane Society
    126 South Grand Ave
    Pullman,WA99163     		None 501(c)(3) General Operating 50,000
    Wild Animal Sanctuary
    1946 County Road 53
    Keensburg,CO80643     		None 501(c)(3) General Operating 10,000
    Wild Animal Sanctuary
    1946 County Road 53
    Keensburg,CO80643     		None 501(c)(3) General Operating 10,000
    Workshops for Warriors
    2970 Main St
    San Diego,CA92113     		None 501(c)(3) General Operating 5,000
    Total .................................bullet 3a 1,683,000
    bApproved for future payment
    Total .................................bullet 3b 0
    Form 990-PF (2021)
    Form 990-PF (2021)
    Page 12
    Part XV-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 ....          
    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 ............     		    18 581,959  
    9 Net income or (loss) from special events:          
    10 Gross profit or (loss) from sales of inventory          
    11 Other revenue: a
    b
    c
    d
    e
    12 Subtotal. Add columns (b), (d), and (e) .. 0 781,488 0
    13Total. Add line 12, columns (b), (d), and (e)..................
    13
    781,488
    (See worksheet in line 13 instructions to verify calculations.)
    Part XV-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 XV-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 (2021)
    Form 990-PF (2021)
    Page 13
    Part XVI
    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 (2021)
    Additional Data


    Software ID:  
    Software Version:  


    Form 990PF - Special Condition Description:
    Special Condition Description

    TY 2021 AccountingFeesSchedule
    Name:
    Steffens Foundation
    EIN:
    20-2420941
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    Professional Fees 12,154 12,154   0

    TY 2021 InvestmentsCorpBondsSchedule
    Name:
    Steffens Foundation
    EIN:
    20-2420941
    Name of Bond End of Year Book Value End of Year Fair Market Value
    MFB Northern Fds Bd Index Fd 907,909 958,027
    MFB Northern FDS Short BD FD 49,843 49,243
    MFB Northern HY Fixed 331,214 323,230
    MFO Blackrock Fds V High Yield 97,370 102,862
    MFO Vanguard Inflation Protected Securities Fd 138,128 147,735

    TY 2021 InvestmentsCorpStockSchedule
    Name:
    Steffens Foundation
    EIN:
    20-2420941
    Name of Stock End of Year Book Value End of Year Fair Market Value
    Accenture Plc Shs Cl A 6,952 16,582
    Adyen N V ADR 7,722 10,370
    Aena Sme S A Adr 6,375 5,690
    Aia Group Ltd Sponsored Adr 14,196 14,154
    Akzo Nobel N V Sponsored Adr 3,744 4,739
    Alcon Ag Com Usd 9,016 12,981
    Alphabet Inc 62,937 260,423
    Alstom Adr 8,032 5,964
    Amadeus It Group S A Ads 8,952 11,038
    Amadeus It Group S A Ads 10,442 9,345
    American Express 57,962 120,246
    Aon PLC 6,484 9,618
    Apple Inc 32,477 355,140
    Arcelormittal Luxembourg N Y Registry 1,939 2,769
    Asml Holding Nv Ny Reg 2012 5,561 22,292
    Astrazeneca Plc Sponsored Adr UK 7,295 7,278
    Atlas Copco Ab Sponsored Adr New Restf Com Ser A 5,523 12,961
    Atlassian Corporation Plc Com Usd 10,231 9,532
    AXA SA Sponsored ADR 5,147 7,055
    Banco Bilbao Vizcaya Argentaria 1,293 2,589
    Barclays PLC ADR 2,014 4,626
    BASF Aktiengesellschaft Level I 8,527 8,362
    Bayer A G Sponsored Adr 3,814 3,103
    BNP Paribas 548 974
    BP PLC Sponsored 9,284 10,599
    Bristol Myers Squibb 47,074 102,878
    Brit Amern TOB 6,041 5,647
    Caixabank ADR 5,312 6,174
    Canadian Natl Ry Co Com 2,415 2,334
    Canadian Pac Ry LTD 9,236 15,211
    Cisco Sys. 55,089 202,024
    Compagnie Financiere Richmoni Ag Switz Adr 2,225 5,696
    Compass Group Plc Spon Adr Each Rep 1 Ord Shs 4,844 6,206
    CrediCorp Ltd Com Stk 1,613 1,587
    Credit Suisse Group AG Sponsored 6,860 5,601
    Csl Ltd Sponsored Adr 9,882 15,024
    Danaher Corp. 36,000 142,552
    Danone Sponsored Adr 6,763 5,984
    Dsv A/S Adr Unsp Each Repr 7,106 18,077
    Enel Societa Per Azioni ADR 9,791 8,812
    Epam Sys Inc Com Stk 9,153 12,701
    Evolution Ab Adr Unsp Adr Each Repr 10,228 7,720
    Experian Plc 10,512 18,047
    Exxon Mobil Corp. 131,170 140,737
    Fanuc Corporation 11,508 12,327
    Ferrari N V Ferrari N V Common 9,506 14,235
    Fortive Corp 217 59,659
    Glaxosmithkline PLC Sponsored ADR 2,510 2,646
    Glaxosmithkline PLC Sponsored ADR 60,581 71,519
    Grupo Financiero Banorte S A B DE 1,111 1,948
    Halliburton Co Com. 58,027 31,561
    Home Depot Inc. 21,222 249,006
    Honeywell Intl Inc Com Stk 90,069 110,510
    Icon Plc Com 8,089 14,246
    Infineon Technologies Ag Sponsored Adr 456 1,012
    ING Groep N V Sponsored Adr 975 2,422
    International Business Machines 56,192 46,781
    JP Morgan Chase & Co 55,037 190,020
    Lasertec Corp Adr 11,557 17,156
    Li Ning Co Ltd Adr 7,367 7,052
    Lonza Group AG ADR 10,240 13,778
    Lululemon Athletica Inc Com 6,965 12,526
    Lvmh Moet Hennessy Louis Vuitton Adr 6,488 14,068
    Mastercard Inc Cl A 80,783 85,159
    Meta Platforms Inc 60,849 153,376
    Mettler-Toledo Intl Inc Com 5,788 13,578
    MFB Northern Equity Index Funds Intl 769,234 972,899
    MFC Spdr S&P Midcap 400 Etf Tr Unit Ser 51,141 76,837
    MFO Invesco Developing Markets Fund 274,906 419,828
    MFO Northern Fds Shssmall Capital Fund 269,114 353,703
    Murata Mfg Co Ltd Adr 5,077 6,165
    Nestle S A Sponsored Adr Repstg Reg Sh 8,416 12,212
    Nike Inc. 17,369 301,506
    Novartis AG 40,214 73,037
    Novartis AG 9,773 10,934
    Oracle Corporation 52,200 174,420
    Pepsico Inc. 55,640 174,785
    Pernod Ricard S A Adr 2,981 3,781
    Pernod Ricard S A Adr 6,628 9,211
    Procter & Gamble Co. 59,283 179,938
    Prudential PLC 7,121 7,058
    PT Bank Mandiri Tbk Unspon Adr 2,135 2,410
    Raytheon (United) Technologies Corp 53,149 89,933
    Relx PLC Sponsored 2,912 3,848
    Resmed Inc Com 6,800 15,889
    Roche Hldg LTD 6,972 8,529
    Rolls Royce Holdings PLC Sponsored ADR 13,782 14,319
    Royal Dutch Shell PLC Sponsored 6,999 6,814
    RWE Aktiengesellschaf (RWEOY) 6,561 7,145
    Ryanair Hldgs Plc Sponsored Adr 3,225 5,117
    Salesforce 57,619 203,304
    Sands China LTD Unsponsored ADR 6,799 4,771
    Sanoh Sponsored ADR 10,304 10,471
    SAP SE-Sponsored ADR 8,346 10,368
    Shenzhou Intl Group Hldgs Ltd Adr 8,945 6,970
    Shopify Inc Cl A Shopify Inc 2,322 12,397
    Siemens Ag Com Dm50 4,609 5,456
    Sika AG ADR 6,144 13,590
    State Str. Corp. 78,915 159,724
    Steris Plc Ord Usd 6,002 11,197
    Sumitomo Mitsui Finl Group Inc Sponsored Adr 3,771 4,284
    SwedBank A B Sponsored 3,558 3,662
    Taiwan Semiconductor Manufacturing Spon Ads 6,938 19,553
    Takeda Pharmaceutic SP 10,323 7,674
    TotalEnergies SE Sponsored 8,553 10,752
    Unicredit Spa ADR 7,782 13,485
    Unilever PLC Sponsored ADR 8,562 8,122
    Valeo Sponsored 2,570 2,813
    Vincis A ADR 3,176 4,394
    Volkswagen Credit Canada Inc ADR 4,867 4,876
    Wuxi Biologics Cayman Inc Adr 9,406 7,454
    Zimmer Biomet Hldgs 57,312 67,458
    Zurich Ins Group LTD Sponsored 5,999 7,128

    TY 2021 InvestmentsOtherSchedule2
    Name:
    Steffens Foundation
    EIN:
    20-2420941
    Category/ Item Listed at Cost or FMV Book Value End of Year Fair Market Value
    MFB Northern Multi Manager Global Listed Infrastructure Fd AT COST 347,100 393,596
    MFC Flexshares TR Morningstar Global Upstream Nat Res Index AT COST 238,807 352,843

    TY 2021 OtherAssetsSchedule
    Name:
    Steffens Foundation
    EIN:
    20-2420941
    Description Beginning of Year - Book Value End of Year - Book Value End of Year - Fair Market Value
    Accrued Income 0 5 5
    Organization Costs 1,010 1,010 1,010
    Accumulated Amortization Org. Costs -1,010 -1,010 -1,010
    Prepaid Federal Excise Tax 7,381 1,124 1,124


    TY 2021 OtherExpensesSchedule
    Name:
    Steffens Foundation
    EIN:
    20-2420941
    Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    Investment Management Fees 22,206 22,206   0
    Custodian & Management Fees 21,266 21,266   0


    TY 2021 TaxesSchedule
    Name:
    Steffens Foundation
    EIN:
    20-2420941
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    Foreign Tax Withheld 6,568 6,568   0
    Federal Excise Tax 10,876 0   0