Form990-PF

Department of the Treasury
Internal Revenue Service

Return of Private Foundation
or Section 4947(a)(1) Trust Treated as Private Foundation
right arrowDo not enter social security numbers on this form as it may be made public.
right arrowGo to www.irs.gov/Form990PF for instructions and the latest information.
OMB No. 1545-0047
2022
Open to Public Inspection
For calendar year 2022, or tax year beginning 01-01-2022 , and ending 12-31-2022
Name of foundation
STEDMAN WEST FOUNDATION
(FKA NEVA AND WESLEY WEST FOUNDATION)
Number and street (or P.O. box number if mail is not delivered to street address)PO BOX 7
  Room/suite
City or town, state or province, country, and ZIP or foreign postal code
HOUSTON, TX770010007
A Employer identification number

74-6039393
B Telephone number (see instructions)

(713) 520-0400
C right arrow
G Check all that apply:

D 1. Foreign organizations, check here............. right arrow
2. Foreign organizations meeting the 85%
test, check here and attach computation ... right arrow
E right arrow
H Check type of organization:
F right arrow
I Fair market value of all assets at end
of year (from Part II, col. (c),
line 16)right arrow$31,610,915J 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 right arrow.............
3 Interest on savings and temporary cash investments 708 708  
4 Dividends and interest from securities... 677,805 677,805  
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 609,576
b Gross sales price for all assets on line 6a 2,743,967
7 Capital gain net income (from Part IV, line 2)... 609,576
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
List of Attached Documents:
// Content
1,286,736 1,038,523 0
12 Total. Add lines 1 through 11........ 2,574,825 2,326,612 0
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 0 0 0 0
14 Other employee salaries and wages......        
15 Pension plans, employee benefits.......        
16a Legal fees (attach schedule)......... Click to see attachment
List of Attached Documents:
// Content
253 253 0 0
b Accounting fees (attach schedule)....... Click to see attachment
List of Attached Documents:
// Content
12,999 12,999 0 0
c Other professional fees (attach schedule).... Click to see attachment
List of Attached Documents:
// Content
17,706 17,706 0 0
17 Interest............... 38,234 38,234 0 0
18 Taxes (attach schedule) (see instructions)... Click to see attachment
List of Attached Documents:
// Content
65,169 24,145 0 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
List of Attached Documents:
// Content
359,037 179,851 0 13,000
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 493,398 273,188 0 13,000
25 Contributions, gifts, grants paid....... 1,590,000 1,590,000
26 Total expenses and disbursements. Add lines 24 and 25 2,083,398 273,188 0 1,603,000
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements 491,427
b Net investment income (if negative, enter -0-) 2,053,424
c Adjusted net income (if negative, enter -0-)... 0
For Paperwork Reduction Act Notice, see instructions.
Cat. No. 11289X Form 990-PF (2022)
Form 990-PF (2022)
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......... 2,333,398 2,470,546 2,470,546
3 Accounts receivable right arrow  
Less: allowance for doubtful accounts right arrow        
4 Pledges receivable right arrow  
Less: allowance for doubtful accounts right arrow        
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) right arrow  
Less: allowance for doubtful accounts right arrow        
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).......      
c Investments—corporate bonds (attach schedule)....... 7,894,037 Click to see attachment
List of Attached Documents:
// Content
6,946,652 		6,034,231
11 Investments—land, buildings, and equipment: basis right arrow  
Less: accumulated depreciation (attach schedule) right arrow       83,760
12 Investments—mortgage loans.............      
13 Investments—other (attach schedule).......... 14,752,532 Click to see attachment
List of Attached Documents:
// Content
16,043,288 		22,979,378
14 Land, buildings, and equipment: basis right arrow  
Less: accumulated depreciation (attach schedule) right arrow        
15 Other assets (describe right arrow) Click to see attachment
List of Attached Documents:
// Content
32,092 		Click to see attachment
List of Attached Documents:
// Content
43,000 		Click to see attachment
List of Attached Documents:
// Content
43,000
16 Total assets (to be completed by all filers—see the
instructions. Also, see page 1, item I) 25,012,059 25,503,486 31,610,915
Liabilities 17 Accounts payable and accrued expenses..........    
18 Grants payable.................    
19 Deferred revenue.................    
20 Loans from officers, directors, trustees, and other disqualified persons    
21 Mortgages and other notes payable (attach schedule)......    
22 Other liabilities (describe right arrow)    
23 Total liabilities (add lines 17 through 22)......... 0 0
Net Assets or Fund Balances Foundations that follow FASB ASC 958, check here right arrow
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 right arrow
and complete lines 26 through 30.
26 Capital stock, trust principal, or current funds........ 10,886,609 10,886,609
27 Paid-in or capital surplus, or land, bldg., and equipment fund 0 0
28 Retained earnings, accumulated income, endowment, or other funds 14,125,450 14,616,877
29 Total net assets or fund balances (see instructions)..... 25,012,059 25,503,486
30 Total liabilities and net assets/fund balances (see instructions). 25,012,059 25,503,486
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
25,012,059
2
Enter amount from Part I, line 27a .....................
2
491,427
3
Other increases not included in line 2 (itemize) right arrow
3
0
4
Add lines 1, 2, and 3 ..........................
4
25,503,486
5
Decreases not included in line 2 (itemize) right arrow
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
25,503,486
Form 990-PF (2022)
Form 990-PF (2022)
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 CAPITAL GAINS P    
b CAPITAL GAINS FROM K-1'S P    
c CAPITAL GAINS P    
d CAPITAL GAINS FROM K-1'S P    
e CAPITAL GAINS DISTRIBUTIONS 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 306,796   378,327 -71,531
b     68,833 -68,833
c 1,780,832   1,687,231 93,601
d 592,625     592,625
e 63,714     63,714
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       -71,531
b       -68,833
c       93,601
d       592,625
e       63,714
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 2 609,576
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 -140,364
Form 990-PF (2022)
Form 990-PF (2022)
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 right arrow 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) 1 28,543
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 28,543
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 28,543
6 Credits/Payments:
a 2022 estimated tax payments and 2021 overpayment credited to 2022 6a 35,000
b Exempt foreign organizations—tax withheld at source...... 6b 0
c Tax paid with application for extension of time to file (Form 8868)... 6c 20,000
d Backup withholding erroneously withheld ........... 6d 0
7 Total credits and payments. Add lines 6a through 6d.............. 7 55,000
8 Enter any penalty for underpayment of estimated tax. Check here if Form 2221 is attached. 8 0
9 Tax due. If the total of lines 5 and 8 is more than line 7, enter amount owed.......right arrow 9  
10 Overpayment. If line 7 is more than the total of lines 5 and 8, enter the amount overpaid...right arrow 10 26,457
11 Enter the amount of line 10 to be: Credited to 2023 estimated taxright arrow26,457 Refundedright arrow 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. right arrow$ 0(2) On foundation managers.right arrow$ 0
e
Enter the reimbursement (if any) paid by the foundation during the year for political expenditure tax imposed
on foundation managers.right arrow$ 0
2
Has the foundation engaged in any activities that have not previously been reported to the IRS?.......
2
 
No
If "Yes," attach a detailed description of the activities.
3
Has the foundation made any changes, not previously reported to the IRS, in its governing instrument, articles
of incorporation, or bylaws, or other similar instruments? If "Yes," attach a conformed copy of the changes....
3
 
No
4a
Did the foundation have unrelated business gross income of $1,000 or more during the year?.........
4a
Yes
 
b
If "Yes," has it filed a tax return on Form 990-T for this year?...................
4b
Yes
 
5
Was there a liquidation, termination, dissolution, or substantial contraction during the year?.........
5
 
No
If "Yes," attach the statement required by General Instruction T.
6
Are the requirements of section 508(e) (relating to sections 4941 through 4945) satisfied either:
round bullet By language in the governing instrument, or
round bullet 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)
right arrowTX
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 2022 or the taxable year beginning in 2022? 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 (2022)
Form 990-PF (2022)
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 addressright arrowN/A
14
The books are in care ofright arrowRANDOLPH L PULLIN Telephone no.right arrow (713) 520-0400

Located atright arrowPO BOX 7HOUSTONTX ZIP+4right arrow770010007
15
Section 4947(a)(1) nonexempt charitable trusts filing Form 990-PF in lieu of Form 1041 —check here .........right arrow
and enter the amount of tax-exempt interest received or accrued during the year ........right arrow
15
 
16 At any time during calendar year 2022, 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 right arrow
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)
Yes
 
(4) Pay compensation to, or pay or reimburse the expenses of, a disqualified person? ............
1a(4)
Yes
 
(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
 
No
c
Organizations relying on a current notice regarding disaster assistance check here ........right arrow
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 2022? .............
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 2022, did the foundation have any undistributed income (Part XII, lines 6d
and 6e) for tax year(s) beginning before 2022?....................
2a
 
No
If "Yes," list the years right arrow20, 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.
right arrow20, 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 2022 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 2022.) .....................
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 2022? ..
4b
 
No
Form 990-PF (2022)
Form 990-PF (2022)
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
Organizations relying on a current notice regarding disaster assistance check .........right arrow
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
LYNN S MEAGHER TRUSTEE
1.00 		0 0 0
1600 WEST LOOP SOUTH SUITE 2700
HOUSTON,TX77027
STUART W STEDMAN TRUSTEE
4.00 		0 0 0
1600 WEST LOOP SOUTH SUITE 2700
HOUSTON,TX77027
RANDOLPH L PULLIN TRUSTEE
2.00 		0 0 0
1600 WEST LOOP SOUTH SUITE 2700
HOUSTON,TX77027
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...................right arrow 0
Form 990-PF (2022)
Form 990-PF (2022)
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.............right arrow0
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.........................right arrow0
Form 990-PF (2022)
Form 990-PF (2022)
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
31,541,991
b
Average of monthly cash balances.......................
1b
2,217,308
c
Fair market value of all other assets (see instructions)................
1c
112,252
d
Total (add lines 1a, b, and c).........................
1d
33,871,551
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
33,871,551
4
Cash deemed held for charitable activities. Enter 1.5% (0.015) of line 3 (for greater amount, see
instructions) .............................
4
508,073
5
Net value of noncharitable-use assets. Subtract line 4 from line 3. ............
5
33,363,478
6
Minimum investment return. Enter 5% (0.05) of line 5................
6
1,668,174
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
1,668,174
2a
Tax on investment income for 2022 from Part V, line 5.......
2a
28,543
b
Income tax for 2022. (This does not include the tax from Part V.) ...
2b
10,631
c
Add lines 2a and 2b............................
2c
39,174
3
Distributable amount before adjustments. Subtract line 2c from line 1............
3
1,629,000
4
Recoveries of amounts treated as qualifying distributions................
4
0
5
Add lines 3 and 4............................
5
1,629,000
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
1,629,000
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
1,603,000
b
Program-related investments—total from Part VIII-B..................
1b
0
2
Amounts paid to acquire assets used (or held for use) directly in carrying out charitable, etc.,
purposes...............................
2
 
3
Amounts set aside for specific charitable projects that satisfy the:
a
Suitability test (prior IRS approval required)....................
3a
 
b
Cash distribution test (attach the required schedule) .................
3b
 
4
Qualifying distributions. Add lines 1a through 3b. Enter here and on Part XII, line 4. .......
4
1,603,000
Form 990-PF (2022)
Form 990-PF (2022)
Page 9
Part XII
Undistributed Income (see instructions)
(a)
Corpus 		(b)
Years prior to 2021 		(c)
2021 		(d)
2022
1 Distributable amount for 2022 from Part X, line 7 1,629,000
2 Undistributed income, if any, as of the end of 2022:
a Enter amount for 2021 only....... 1,561,175
b Total for prior years:20, 20, 20 0
3 Excess distributions carryover, if any, to 2022:
a From 2017......  
b From 2018......  
c From 2019......  
d From 2020......  
e From 2021......  
f Total of lines 3a through e ........ 0
4Qualifying distributions for 2022 from Part
XI, line 4: right arrow$ 1,603,000
a Applied to 2021, but not more than line 2a 1,561,175
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 2022 distributable amount..... 41,825
e Remaining amount distributed out of corpus 0
5 Excess distributions carryover applied to 2022. 0 0
(If an amount appears in column (d), the
same amount must be shown in column (a).)
6Enter the net total of each column as
indicated below:
a Corpus. Add lines 3f, 4c, and 4e. Subtract line 5 0
b Prior years’ undistributed income. Subtract
line 4b from line 2b .......... 		0
c Enter the amount of prior years’ undistributed
income for which a notice of deficiency has
been issued, or on which the section 4942(a)
tax has been previously assessed...... 		0
d Subtract line 6c from line 6b. Taxable amount
—see instructions ........... 		0
e Undistributed income for 2021. Subtract line
4a from line 2a. Taxable amount—see
instructions ............. 		0
f Undistributed income for 2022. Subtract
lines 4d and 5 from line 1. This amount must
be distributed in 2023 .......... 		1,587,175
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 2017 not
applied on line 5 or line 7 (see instructions) ... 		0
9 Excess distributions carryover to 2023.
Subtract lines 7 and 8 from line 6a ...... 		0
10 Analysis of line 9:
a Excess from 2018....  
b Excess from 2019....  
c Excess from 2020....  
d Excess from 2021....  
e Excess from 2022....  
Form 990-PF (2022)
Form 990-PF (2022)
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 2022, enter the date of the ruling ...... right arrow
 
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 IX for each
year listed .......... 		Tax year Prior 3 years (e) Total
(a) 2022 (b) 2021 (c) 2020 (d) 2019
         
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).)
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 right arrow
aThe name, address, and telephone number or e-mail address of the person to whom applications should be addressed:
STEDMAN WEST FOUNDATION ATTN STUART
PO BOX 7
HOUSTON,TX77001
(713) 520-0400
bThe form in which applications should be submitted and information and materials they should include:
APPLICATIONS FOR GRANTS SHOULD BE SUBMITTED IN LETTER OR PROPOSAL FORM. ORGANIZATIONS THAT APPLY SHOULD INCLUDE A BRIEF DESCRIPTION OF THE ORGANIZATION'S ACTIVITY, THE PROPOSED USE OF THE FUNDS REQUESTED,THE AMOUNT OF FUNDS REQUESTED AND OTHER INFORMATION CONSIDERED PERTINENT TO THE REQUEST.
cAny submission deadlines:
GRANTS MAY BE MADE AT ANY MEETING OF THE TRUSTEES. APPLICATIONS SHOULD BE SUBMITTED PRIOR TO THE FIR
dAny restrictions or limitations on awards, such as by geographical areas, charitable fields, kinds of institutions, or other
factors:
GRANTS ARE MADE ONLY TO PUBLICLY SUPPORTED 501(C)(3) ORGANIZATIONS. APPLICATIONS FROM INDIVIDUALS ARE NOT CONSIDERED. IN AWARDING GRANTS, THE FOUNDATION GIVES PREFERENCE TO TEXAS ORGANIZATIONS. THE MAJORITY OF GRANTS ARE MADE TO MEDICAL, EDUCATIONAL AND CULTURAL ARTS ORGANIZATIONS; HOWEVER, TO THE EXTENT THAT FUNDS ARE AVAILABLE, GRANTS MAY BE MADE FOR OTHER PURPOSES AND TO ORGANIZATIONS IN OTHER STATES.
Form 990-PF (2022)
Form 990-PF (2022)
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

BAYLOR UNIVERSITY

ONE BAYLOR PLACE
WACO,TX76798 		  PC EDUCATIONAL GRANT TO SUPPORT THE PULLIN FAMILY BAYLOR MARINA ENDOWED FUND. 50,000

HOUSTON CHRISTIAN HIGH SCHOOL

2700 W SAM HOUSTON PARKWAY
HOUSTON,TX77043 		  PC SUPPORT OF THE ANNUAL MUSTANG FUND SUPPORTING EDUCATION 5,000

HOUSTON GRAND OPERA

510 PRESTON ST
HOUSTON,TX77002 		  PC 2021 OPERATING BUDGET TO SUPPORT THE ARTS. 40,000

METHODIST HOSPITAL RESEARCH INSTITUTE

6550 FANNIN
HOUSTON,TX77030 		  PC SUPPORT OF RESEARCH IN THE BIOENERGETICS PROGRAM. SPECIFIC GRANT STUDYING THE ROLD OF MITOCHONDRIA IN COVID-19 LONG-HAULER PATIENTS. 70,000

PHI BETA KAPPA ALUMNI ASSOCIATION

PO BOX 25283
HOUSTON,TX77265 		  PC 2022 ANNUAL SCHOLARSHIP DINNER BENEFITING EDUCATION IN THE GREATER HOUSTON AREA (NONE OF THE FUNDS WERE USED TO PURCHASE TICKETS FOR THE EVENT). 5,000

PINE COVE

PO BOX 9000
TYLER,TX75711 		  PC RELIGIOUS GRANT TO ASSIST IN YOUTH GROWTH AND LEADERSHIP FOR THE STRENGTH TO STRENGTH CAMPAIGN 10,000

SOUTH TEXAS CHARITY WEEKEND

700 UNIVERSITY BLVD
KINGSVILLE,TX78363 		  PC CHARITY EVENT SUPPORTING VARIOUS MEDICAL AND WILDLIFE RESEARCH CHARITIES (NONE OF THE FUNDS WERE USED TO PURCHASE TICKETS TO THE EVENT) 10,000

SOUTH TEXAS QUAIL COALITION

PO BOX 532
FALFURRIAS,TX78355 		  PC GENERAL SUPPORT OF CONSERVATION GROUP'S WILDLIFE CAUSES. 10,000

SPECIAL FORCES CHARITABLE TRUST

8533 CALERA
AUSTIN,TX78735 		  PC SUPPORT OF US ARMY SPECIAL FORCES AND FAMILIES BY SPONSOR OF GREAT AMERICANS SHOOT (NONE OF THE FUNDS WERE USED TO PURCHASE TICKETS TO THE EVENT) 20,000

ST JOHN'S SCHOOL

2401 CLAREMONT LANE
HOUSTON,TX77019 		  PC ANNUAL FUND SUPPORTING EDUCATION. 5,000

ST LUKES UNITED METHODIST CHURCH

3471 WESTHEIMER RD
HOUSTON,TX77227 		  PC RELIGIOUS GRANT FOR OPERATING BUDGET. 10,000

TEXAS TRIBUNE

919 CONGRESS AVE 6TH FLOOR
AUSTIN,TX78701 		  PC SUPPORT FOR THE PROMOTION OF CIVIL DISCOURSE IN PUBLIC POLICY. 10,000

THE MENNINGER CLINIC

12301 MAIN ST
HOUSTON,TX77035 		  PC ANNUAL FUND SUPPORTING PSYCHIATRIC RESEARCH AND MEDICAL PROGRAMS INCLUDING THE ADDITION FELLOWS TRAINING PROGRAM. 100,000

THE MUSEUM OF FINE ARTS

PO BOX 25026
HOUSTON,TX77265 		  PC SUPPORT FOR THE 2022 GRAND GALA BALL BENEFITTING FINE ARTS IN HOUSTON (NONE OF THE FUNDS WERE USED TO PURCHASE TICKETS TO THE EVENT) 25,000

THE UNIVERSITY OF TEXAS - JEFFERSON CENTER

116 INNER CAMPUS DRIVE STOP G6000
AUSTIN,TX78712 		  PC SUPPORT OF EXCELLENCE FUND FOR THE THOMAS JEFFERSON CENTER FOR THE STUDY OF CORE TEXTS AND IDEAS. 100,000

THE UNIVERSITY OF TEXAS AT AUSTIN (CAMPUS BEAUTIFICATION COUNCIL)

116 INNER CIRCLE DRIVE
AUSTIN,TX78712 		  PC SUPPORT FOR CAPITAL PROJECT TO ENHANCE THE BEAUTY OF THE CAMPUS GARDENS LANDSCAPE PROJECT AT UT AUSTIN 635,000

YES PREP PUBLIC SCHOOLS

5515 SOUTH LOOP EAST
HOUSTON,TX77033 		  PC SUPPORT FOR YES PREP LEADING HOUSTON FORWARD CAMPAIGN SUPPORTING EDUCATION (NONE OF THE FUNDS WERE USED TO PURCHASE TICKETS TO THE EVENT) 25,000

ST THOMAS MORE CATHLOIC HIGH SCHOOL

5927 WIGTON DR
HOUSTON,TX77096 		  PC EDUCATIONAL GRANT TO SUPPORT CONSTRUCTION OF THE OUR LADY OF LOURDES COUGAR ATHLETIC CENTER BENEFITING THE HIGH SCHOOL. 100,000

CRIME STOPPERS OF HOUSTON

3001 MAIN ST
HOUSTON,TX77002 		  PC SUPPORT FOR THE CRIME STOPPERS OF HOUSTON 2022 GALA TO ASSIST IN REDUCING CRIME IN THE HOUSTON AREA (NONE OF THE FUNDS WERE USED TO PURCHASE TICKETS TO THE EVENT) 10,000

THE MENIL COLLECTION

1533 SUL ROSS ST
HOUSTON,TX77006 		  PC 35TH ANNUAL GALA SUPPORTING ARTS IN THE HOUSTON AREA (NONE OF THE FUNDS WERE USED TO PURCHASE TICKETS FOR THE EVENT). 10,000

TEXAS STATE HISTORY MUSEUM FOUNDATION

PO BOX 12456
AUSTIN,TX78711 		  PC SUPPORT OF THE TEXAS INDEPENDENCE DAY DINNER IN SUPPORT OF TEXAS HISTORY (NONE OF THE FUNDS WERE USED TO PURCHASE TICKETS TO THE EVENT) 15,000

TEXAS 2036

3889 MAPLE AVE STE 210
DALLAS,TX75219 		  PC EDUCATIONAL GRANT SUPPORTING THE EDUCATIONAL AND WORKFORCE FUTURE OF HOUSTON AND OTHER TEXAS COMMUNITIES. 25,000

MD ANDERSON CANCER CENTER

1515 HOLCOMBE BLVD
HOUSTON,TX77030 		  PC MEDICAL RESEARCH FUNDING TO SUPPORT THE MELANOMA MOON SHOTS PROGRAM. SPECIFICALLY SUPPORTING PROJECT 2: NOVEL STRATEGIES FOR MELANOMA CNS METASTASES 200,000

THE UNIVERSITY OF TEXAS AT AUSTIN

116 INNER CIRCLE DRIVE
AUSTIN,TX78712 		  PC FUNDING TO SUPPORT THE ENSURING CONSERVATION PROGRAM AT LANDMARKS. 50,000

THE UNIVERSITY OF TEXAS AT AUSTIN

116 INNER CIRCLE DRIVE
AUSTIN,TX78712 		  PC ADDITIONAL FUNDING TO SUPPORT THE ELIZA AND STUART W. STEDMAN EXCELLENCE FUND IN PERFORMANCE NUTRITION. 50,000
Total .................................right arrow 3a 1,590,000
bApproved for future payment
Total ................................. right arrow 3b 0
Form 990-PF (2022)
Form 990-PF (2022)
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 ........... 		    14 708  
4 Dividends and interest from securities ....     14 677,805  
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 .....     15 86,807  
8 Gain or (loss) from sales of assets other than
inventory ............ 		    18 609,576  
9 Net income or (loss) from special events:          
10 Gross profit or (loss) from sales of inventory          
11 Other revenue:
aPARTNERSHIPS - INCOME 		    01 951,716  
bPARTNERSHIPS - UBTI 525990 248,213      
c
d
e
12 Subtotal. Add columns (b), (d), and (e) .. 248,213 2,326,612 0
13Total. Add line 12, columns (b), (d), and (e)..................
13
2,574,825
(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 (2022)
Form 990-PF (2022)
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.
right arrow right arrow
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 Check if self-
employed right arrow		 PTIN
Firm's name SmallBullet
 Firm's EIN SmallBullet
Firm's address SmallBullet


 Phone no.
Form 990-PF (2022)
Additional Data


Software ID:  
Software Version:  


Form 990PF - Special Condition Description:
Special Condition Description

TY 2022 AccountingFeesSchedule
Name:
STEDMAN WEST FOUNDATION
 
(FKA NEVA AND WESLEY WEST FOUNDATION)
EIN:
74-6039393
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
ACCOUNTING FEES 12,999 12,999 0 0

TY 2022 InvestmentsCorpBondsSchedule
Name:
STEDMAN WEST FOUNDATION
 
(FKA NEVA AND WESLEY WEST FOUNDATION)
EIN:
74-6039393
Name of Bond End of Year Book Value End of Year Fair Market Value
100,526.973 SHRS METROPOLITAN WEST TOTAL RETURN 1,227,221 1,010,130
108,629.973 SHRS DOUBLELINE TOTAL RETURN 1,224,581 998,555
113,521.68 SHRS JP MORGAN SHORT DURATION BOND FUND 1,228,535 1,187,437
129,196.570 SHRS VANGUARD INTER TERM BOND 1,720,277 1,389,872
144,607.398 SHRS VANGUARD SHORT TERM BOND 1,546,038 1,448,237

TY 2022 InvestmentsOtherSchedule2
Name:
STEDMAN WEST FOUNDATION
 
(FKA NEVA AND WESLEY WEST FOUNDATION)
EIN:
74-6039393
Category/ Item Listed at Cost or FMV Book Value End of Year Fair Market Value
10,189.427 SHRS OPPENHEIMER DEVELOPING MARKETS FUND AT COST 489,270 503,198
13,015.388 SHRS VANGUARD EMERGING MKT STOCKS AT COST 355,670 333,830
13,680.950 SHRS JP MORGAN EMERGING MKTS AT COST 650,000 501,805
24,350.340 SHRS VANGUARD DIVIDEND GROWTH AT COST 510,921 756,075
4,146.345 SHRS VANGUARD S&P 500 AT COST 804,381 1,377,331
42,216.524 SHRS MFS INST INTL AT COST 920,080 1,187,973
7385.166 SHRS VANGUARD EXTENDED MKTS INDEX AT COST 609,384 859,989
9,404.229 SHRS VANGUARD TOTAL INTL STOCK INDEX AT COST 988,972 1,080,688
A&M CAPITAL PARTNERS II AT COST 344,440 625,131
ABBEY CAPITAL AT COST 45,970 0
ADEF HILLTOP IV AT COST 174,342 319,580
ADEF II AT COST 62,932 0
ADEF III AT COST 151,609 0
ALKEON INNOVATIONS FUND AT COST 237,500 293,651
AMCP II CLEAN AGGREGATOR, LLC AT COST 139 0
AMCP II HEART AIV II AT COST 4,144 0
AMCP II STAFF CORP HOLDINGS HOLDCO AT COST 2,783 0
AVALON INVESTORS (FIDELITY) AT COST 1,291,301 1,781,111
AVISTA CAPITAL AT COST 11,687 0
BDCM OPPORTUNITY FUND IV AT COST 380,731 800,193
BUILDGROUP AT COST 243,182 210,404
CAPSTREET IV AT COST 118,049 153,843
CAPSTREET V AT COST 350,509 418,532
CROSSTIMBERS OPPS FUND II AT COST 45,916 152,428
ECA FUND (FORMERLY CCM OPPORTUNISTIC PARTNERS) AT COST 283,345 303,665
ELLIOT INTERNATIONAL AT COST 1,000,000 1,376,245
GATOR FINANCIAL PARTNERS AT COST 77,000 201,863
HELLMAN & FRIEDMAN PARTNERS X, XT TACHUS, CROSSTIMBERS OPPS FUND AT COST 395,529 1,547,135
JETSTREAM GLOBAL II AT COST 392,523 286,254
JMI EQUITY FUND IX AT COST 509,065 1,072,693
JMI EQUITY FUND VI AT COST 40,444 6,928
JMI EQUITY FUND VII AT COST 23,963 46,131
JMI EQUITY FUND VIII AT COST 147,544 459,466
JMI EQUITY FUND X, XI, & TIME SELLER AT COST 746,666 630,992
KKR EUROPEAN FUND II AT COST 0 3,491
KRENSAVAGE AT COST 21,499 446,400
PAGF CO-INVESTMENT, LP AT COST 99,994 0
PHOENIX REAL ESTATE IX AT COST 227,719 138,058
ROCK HILL CAPITAL II AT COST 4,583 254,864
ROCK HILL CAPITAL III AND PINTO AMERICA GROWTH FUND AT COST 122,149 438,024
SILVERPEAK LEGACY PARTNERS II AT COST 10,877 2,880
SILVERPEAK LEGACY PARTNERS III AT COST 149,826 11,262
SPRUCEGROVE US INT'L INVESTMENT FUND AT COST 1,020,521 1,091,743
TCP IV ENDURING BLOCKER HOLDINGS AT COST 43,514 24,818
TICP CLO PARTNERS II AT COST 104,114 180,832
TPG GROWTH IV AT COST 308,915 512,027
TPG PARTNERS VIII, TPG HEALTHCARE PARTNERS II, TPG HC II DE AIV I, TPG IX AT COST 667,546 997,854
TPG PUBLIC EQUITY PARTNERS B AT COST 245,000 461,310
TPG REAL ESTATE PARTNERS III AT COST 250,039 360,173
CROSSSHORE FUND AT COST 0 4,687
ALKEON GROWTH FUND AT COST 50,000 303,553
GLOBAL LONG SHORT PARTNERS AT COST 0 2,757
PHOENIX REAL ESTATE VI AT COST 0 29,847
A&M CAPITAL PARTNERS III AT COST 188,205 234,404
OLD HICKORY PARTNERS FUND I AT COST 118,796 60,015
LEHMAN BROTHERS SECONDARY OPPORTUNITY III AT COST 0 133,245

TY 2022 LegalFeesSchedule
Name:
STEDMAN WEST FOUNDATION
 
(FKA NEVA AND WESLEY WEST FOUNDATION)
EIN:
74-6039393
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
LEGAL FEES 253 253 0 0


TY 2022 OtherAssetsSchedule
Name:
STEDMAN WEST FOUNDATION
 
(FKA NEVA AND WESLEY WEST FOUNDATION)
EIN:
74-6039393
Description Beginning of Year - Book Value End of Year - Book Value End of Year - Fair Market Value
PREPAID FEDERAL EXCISE TAX 32,092 43,000 43,000


TY 2022 OtherExpensesSchedule
Name:
STEDMAN WEST FOUNDATION
 
(FKA NEVA AND WESLEY WEST FOUNDATION)
EIN:
74-6039393
Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
EXPENSES FROM PASS-THROUGHS 168,110 166,403 0 0
MANAGEMENT FEES 26,000 13,000 0 13,000
INVESTMENT MANAGEMENT FEES 448 448 0 0
NONDEDUCTIBLE EXPENSES 164,148 0 0 0
TAX PENALTIES 331 0 0 0


TY 2022 OtherIncomeSchedule2
Name:
STEDMAN WEST FOUNDATION
 
(FKA NEVA AND WESLEY WEST FOUNDATION)
EIN:
74-6039393
Description Revenue And Expenses Per Books Net Investment Income Adjusted Net Income
ROYALTY INCOME 86,807 86,807 0
PARTNERSHIPS - INCOME 951,716 951,716 0
PARTNERSHIPS - UBTI 248,213   0


TY 2022 OtherProfessionalFeesSchedule
Name:
STEDMAN WEST FOUNDATION
 
(FKA NEVA AND WESLEY WEST FOUNDATION)
EIN:
74-6039393
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
OTHER PROFESSIONAL FEES 17,706 17,706 0 0


TY 2022 TaxesSchedule
Name:
STEDMAN WEST FOUNDATION
 
(FKA NEVA AND WESLEY WEST FOUNDATION)
EIN:
74-6039393
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
PRODUCTION TAX 3,669 3,669 0 0
FOREIGN TAX 17,127 17,127 0 0
FEDERAL EXCISE 41,024 0 0 0
AD VALOREM TAX 3,349 3,349 0 0