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
2023
Open to Public Inspection
For calendar year 2023, or tax year beginning 01-01-2023 , and ending 12-31-2023
Name of foundation
The Stewart Title Foundation Inc
 
% BRIAN GLAZE
Number and street (or P.O. box number if mail is not delivered to street address)1360 Post Oak Blvd Suite 100
  Room/suite
City or town, state or province, country, and ZIP or foreign postal code
Houston, TX77056
A Employer identification number

86-3214126
B Telephone number (see instructions)

(713) 625-8599
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$5,871,745J 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) 1,250
2 Check right arrow.............
3 Interest on savings and temporary cash investments 87,760 87,760 87,760
4 Dividends and interest from securities... 115,951 115,951 115,951
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 -9,044
b Gross sales price for all assets on line 6a 205,716
7 Capital gain net income (from Part IV, line 2)... 0
8 Net short-term capital gain......... 10,920
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
29,058 29,058 29,058
12 Total. Add lines 1 through 11........ 224,975 232,769 243,689
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 0      
14 Other employee salaries and wages......        
15 Pension plans, employee benefits.......        
16a Legal fees (attach schedule).........        
b Accounting fees (attach schedule).......        
c Other professional fees (attach schedule)....        
17 Interest...............        
18 Taxes (attach schedule) (see instructions)...        
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
5,118 5,118 5,118 5,118
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 5,118 5,118 5,118 5,118
25 Contributions, gifts, grants paid....... 770,500 770,500
26 Total expenses and disbursements. Add lines 24 and 25 775,618 5,118 5,118 775,618
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements -550,643
b Net investment income (if negative, enter -0-) 227,651
c Adjusted net income (if negative, enter -0-)... 238,571
For Paperwork Reduction Act Notice, see instructions.
Cat. No. 11289X Form 990-PF (2023)
Form 990-PF (2023)
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......... 1,954,126 1,015,141 1,015,141
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) 336,497 Click to see attachment
List of Attached Documents:
// Content
438,054 		435,506
b Investments—corporate stock (attach schedule)....... 3,923,729 Click to see attachment
List of Attached Documents:
// Content
4,247,771 		4,421,098
c Investments—corporate bonds (attach schedule).......      
11 Investments—land, buildings, and equipment: basis right arrow  
Less: accumulated depreciation (attach schedule) right arrow        
12 Investments—mortgage loans.............      
13 Investments—other (attach schedule)..........      
14 Land, buildings, and equipment: basis right arrow  
Less: accumulated depreciation (attach schedule) right arrow        
15 Other assets (describe right arrow)      
16 Total assets (to be completed by all filers—see the
instructions. Also, see page 1, item I) 6,214,352 5,700,966 5,871,745
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........ 6,214,352 5,700,965
27 Paid-in or capital surplus, or land, bldg., and equipment fund    
28 Retained earnings, accumulated income, endowment, or other funds    
29 Total net assets or fund balances (see instructions)..... 6,214,352 5,700,965
30 Total liabilities and net assets/fund balances (see instructions). 6,214,352 5,700,965
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
6,214,352
2
Enter amount from Part I, line 27a .....................
2
-550,643
3
Other increases not included in line 2 (itemize) right arrowClick to see attachment
List of Attached Documents:
// Content
3
41,220
4
Add lines 1, 2, and 3 ..........................
4
5,704,929
5
Decreases not included in line 2 (itemize) right arrowClick to see attachment
List of Attached Documents:
// Content
5
3,964
6
Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 29 .
6
5,700,965
Form 990-PF (2023)
Form 990-PF (2023)
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 AT&T INC     2023-08-25
b BROADCOM INC     2023-08-25
c COMCAST CORP CALL 03/15/2024 COGT   2022-11-17 2023-05-10
d AIG GLOBAL FUNDING SER 144A SECR   2022-11-17 2023-12-08
e CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN 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 74,716   99,135 -24,419
b 29,495   18,852 10,643
c 49,509   49,232 277
d 50,000   47,541 2,459
e       1,996
      1,996
      1,996
      1,996
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       -24,419
b       10,643
c       277
d       2,459
e        
       
       
       
2 Capital gain net income or (net capital loss) Bracket If gain, also enter in Part I, line 7
If (loss), enter -0- in Part I, line 7		 Bracket 2 -9,044
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 10,920
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 3,164
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  
3 Add lines 1 and 2........................... 3 3,164
4 Subtitle A (income) tax (domestic section 4947(a)(1) trusts and taxable foundations only. Others enter -0-) 4  
5 Tax based on investment income. Subtract line 4 from line 3. If zero or less, enter -0- ..... 5 3,164
6 Credits/Payments:
a 2023 estimated tax payments and 2022 overpayment credited to 2023 6a 1,300
b Exempt foreign organizations—tax withheld at source...... 6b 0
c Tax paid with application for extension of time to file (Form 8868)... 6c  
d Backup withholding erroneously withheld .......... 6d 929
7 Total credits and payments. Add lines 6a through 6d.............. 7 2,229
8 Enter any penalty for underpayment of estimated tax. Check here if Form 2220 is attached. 8  
9 Tax due. If the total of lines 5 and 8 is more than line 7, enter amount owed.......right arrow 9 935
10 Overpayment. If line 7 is more than the total of lines 5 and 8, enter the amount overpaid...right arrow 10  
11 Enter the amount of line 10 to be: Credited to 2024 estimated taxright arrow   Refundedright arrow 11  
Form 990-PF (2023)
Form 990-PF (2023)
Page 4
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? Click to see list of attachments
List of Attached Documents:
// Content
....................
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$   (2) On foundation managers.right arrow$  
e
Enter the reimbursement (if any) paid by the foundation during the year for political expenditure tax imposed
on foundation managers.right arrow$  
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 changesClick to see list of attachments
List of Attached Documents:
// Content
....
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.Click to see list of attachments
List of Attached Documents:
// Content
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 2023 or the taxable year beginning in 2023? See the instructions for Part XIII.
If "Yes," complete Part XIII .............................
9
Yes
 
10
Did any persons become substantial contributors during the tax year? If "Yes," attach a schedule listing their names
and addresses. ...............................
10
 
No
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 arrowNOT APPLICABLE
14
The books are in care ofright arrowBRIAN GLAZE Telephone no.right arrow (713) 625-8599

Located atright arrow1360 POST OAK BLVD STE 100HOUSTONTX ZIP+4right arrow77056
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 2023, 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
Form 990-PF (2023)
Form 990-PF (2023)
Page 5
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
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 2023? .............
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 2023, did the foundation have any undistributed income (Part XII, lines 6d
and 6e) for tax year(s) beginning before 2023?....................
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
 
No
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 2023 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 2023.) .....................
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 2023? ..
4b
 
No
Form 990-PF (2023)
Form 990-PF (2023)
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)
Yes
 
(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
 
No
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
Emily Kain President
0.1 		0 0 0
1360 Post Oak Blvd
Suite 100
Houston,TX77056
Frederick Eppinger Vice-President
0.1 		0 0 0
1360 Post Oak Blvd
Suite 100
Houston,TX77056
Katie Holtman Secretary
0.1 		0 0 0
1360 Post Oak Blvd
Suite 100
Houston,TX77056
Brian Glaze Treasurer
0.1 		0 0 0
1360 Post Oak Blvd
Suite 100
Houston,TX77056
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
 
Total number of other employees paid over $50,000...................right arrow  
Form 990-PF (2023)
Form 990-PF (2023)
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
 
Total number of others receiving over $50,000 for professional services.............right arrow  
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 N/A 0
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 arrow  
Form 990-PF (2023)
Form 990-PF (2023)
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
4,639,446
b
Average of monthly cash balances.......................
1b
1,437,601
c
Fair market value of all other assets (see instructions)................
1c
0
d
Total (add lines 1a, b, and c).........................
1d
6,077,047
e
Reduction claimed for blockage or other factors reported on lines 1a and
1c (attach detailed explanation) .............
1e
 
2
Acquisition indebtedness applicable to line 1 assets..................
2
0
3
Subtract line 2 from line 1d.........................
3
6,077,047
4
Cash deemed held for charitable activities. Enter 1.5% (0.015) of line 3 (for greater amount, see
instructions) .............................
4
91,156
5
Net value of noncharitable-use assets. Subtract line 4 from line 3. ............
5
5,985,891
6
Minimum investment return. Enter 5% (0.05) of line 5................
6
299,295
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
 
2a
Tax on investment income for 2022 from Part V, line 5.......
2a
 
b
Income tax for 2022. (This does not include the tax from Part V.) ...
2b
 
c
Add lines 2a and 2b............................
2c
 
3
Distributable amount before adjustments. Subtract line 2c from line 1............
3
 
4
Recoveries of amounts treated as qualifying distributions................
4
 
5
Add lines 3 and 4............................
5
 
6
Deduction from distributable amount (see instructions).................
6
 
7
Distributable amount as adjusted. Subtract line 6 from line 5. Enter here and on Part XII, line 1 ...
7
 
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
775,618
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
0
3
Amounts set aside for specific charitable projects that satisfy the:
a
Suitability test (prior IRS approval required)....................
3a
0
b
Cash distribution test (attach the required schedule) .................
3b
0
4
Qualifying distributions. Add lines 1a through 3b. Enter here and on Part XII, line 4. .......
4
775,618
Form 990-PF (2023)
Form 990-PF (2023)
Page 9
Part XII
Undistributed Income (see instructions)
(a)
Corpus 		(b)
Years prior to 2022 		(c)
2022 		(d)
2023
1 Distributable amount for 2023 from Part X, line 7  
2 Undistributed income, if any, as of the end of 2022:
a Enter amount for 2022 only.......  
b Total for prior years:20 , 20, 20  
3 Excess distributions carryover, if any, to 2022:
a From 2018......  
b From 2019......  
c From 2020......  
d From 2021......  
e From 2022......  
f Total of lines 3a through e ........  
4Qualifying distributions for 2023 from Part
XI, line 4: right arrow$  
a Applied to 2022, but not more than line 2a  
b Applied to undistributed income of prior years
(Election required—see instructions)..... 		 
c Treated as distributions out of corpus (Election
required—see instructions)........ 		 
d Applied to 2023 distributable amount.....  
e Remaining amount distributed out of corpus  
5 Excess distributions carryover applied to 2023.    
(If an amount appears in column (d), the
same amount must be shown in column (a).)
6Enter the net total of each column as
indicated below:
a Corpus. Add lines 3f, 4c, and 4e. Subtract line 5  
b Prior years’ undistributed income. Subtract
line 4b from line 2b .......... 		 
c Enter the amount of prior years’ undistributed
income for which a notice of deficiency has
been issued, or on which the section 4942(a)
tax has been previously assessed...... 		 
d Subtract line 6c from line 6b. Taxable amount
—see instructions ........... 		 
e Undistributed income for 2022. Subtract line
4a from line 2a. Taxable amount—see
instructions ............. 		 
f Undistributed income for 2023. Subtract
lines 4d and 5 from line 1. This amount must
be distributed in 2024 .......... 		 
7 Amounts treated as distributions out of
corpus to satisfy requirements imposed by
section 170(b)(1)(F) or 4942(g)(3) (Election may
be required - see instructions) ....... 		 
8 Excess distributions carryover from 2018 not
applied on line 5 or line 7 (see instructions) ... 		 
9 Excess distributions carryover to 2024.
Subtract lines 7 and 8 from line 6a ...... 		 
10 Analysis of line 9:
a Excess from 2019....  
b Excess from 2020....  
c Excess from 2021....  
d Excess from 2022....  
e Excess from 2023....  
Form 990-PF (2023)
Form 990-PF (2023)
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 2023, 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) 2023 (b) 2022 (c) 2021 (d) 2020
238,571 0 0   238,571
b 85% (0.85) of line 2a ......... 202,785 0 0   202,785
c Qualifying distributions from Part XI,
line 4 for each year listed ..... 		775,618 739,219 0   1,514,837
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 .... 		775,618 739,219 0   1,514,837
3 Complete 3a, b, or c for the
alternative test relied upon:
a “Assets" alternative test—enter:
(1) Value of all assets ...... 5,871,745 6,196,296 5,000,000   17,068,041
(2) Value of assets qualifying
under section 4942(j)(3)(B)(i)		         0
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) .... 		        0
(2) Support from general public
and 5 or more exempt
organizations as provided in
section 4942(j)(3)(B)(iii).... 		        0
(3) Largest amount of support
from an exempt organization		         0
(4) Gross investment income         0
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).)
NONE
bList any managers of the foundation who own 10% or more of the stock of a corporation (or an equally large portion of the
ownership of a partnership or other entity) of which the foundation has a 10% or greater interest.
NONE
2Information Regarding Contribution, Grant, Gift, Loan, Scholarship, etc., Programs:
Check here right arrow
aThe name, address, and telephone number or e-mail address of the person to whom applications should be addressed:
The Stewart Title Foundation Inc
1360 Post Oak Blvd Ste 100
Houston,TX77056
(713) 625-8599
bThe form in which applications should be submitted and information and materials they should include:
SEE ATTACHED
cAny submission deadlines:
SCHOLARSHIP DEADLINE OF 07/10/2023 COMMUNITY SERVICE AWARDS 05/10/2023, 10/25/2023 NOT ALL GIFTS ARE
dAny restrictions or limitations on awards, such as by geographical areas, charitable fields, kinds of institutions, or other
factors:
SEE ATTACHED
Form 990-PF (2023)
Form 990-PF (2023)
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

Child Advocates

3701 Kirby Dr 400
Houston,TX77098 		Non-profit organization NC Charitable contribution 26,000

Houston Food Bank

535 Portwall Street
Houston,TX77029 		Non-profit organization NC Charitable contribution 28,000

Homes for Hope

227 Granite Run Dr Ste 250
Lancaster,PA17601 		Non-profit organization NC Charitable contribution 5,000

MBA Opens Doors Foundation

1919 M Street NY 5th Floor
Washington,DC20036 		Non-profit organization NC Charitable contribution 25,000

Grand Teton National Park Foundation

PO Box 249
Moose,WY83012 		Non-profit organization NC Charitable contribution 1,000

Star of Hope Mission

4848 Loop Central Dr Ste 500
Houston,TX770812211 		Non-profit organization NC Charitable contribution 2,500

World Food Program USA

1725 I Street NW Ste 510
Washington,DC20006 		Non-profit organization NC Charitable contribution 1,000

ALTA Good Deeds Foundation

1800 M Street NW Ste 300S
Washington,DC20036 		Non-profit organization NC Charitable contribution 25,000

James (Trey) Mullen

604 Thorncroft Drive
West Chester,PA19380 		Son of employee of substantial contributor I College tuition contribution 2,000

KIPP Texas

PO Box 676765
Dallas,TX752676765 		Non-profit organization NC Charitable contribution 5,000

Rebuilding Together

999 N Capitol Street NE Ste 330
Washington,DC20002 		Non-profit organization NC Charitable contribution 100,000

Riversport Foundation

800 Riversport Dr
Oklahoma City,OK73129 		Non-profit organization NC Charitable contribution 5,000

The Leukemia & Lymphoma Society

PO Box 22324
New York,NY10087 		Non-profit organization NC Charitable contribution 1,500

American Cancer Society

PO Box 22478
Oklahoma City,OK73123 		Non-profit organization NC Charitable contribution 5,000

Atlantic General Hospital Foundation

10320 Old Ocean City Blvd
Berlin,MD21811 		Non-profit organization NC Charitable contribution 2,750

Family Tree

2108 N Charles Street
Baltimore,MD21218 		Non-profit organization NC Charitable contribution 1,250

Port Discovery Children's Museum

35 Market Place
Baltimore,MD21202 		Non-profit organization NC Charitable contribution 1,000

Magic Bus USA

1500 CityWest Blvd Ste 700
Houston,TX77042 		Non-profit organization NC Charitable contribution 15,000

Cliff's Story Inc

755 N Peach Ave F13
Clovis,CA93611 		Non-profit organization NC Charitable contribution 1,000

Our Destiny Our Future Foundation

8522 W Montecito Ave
Phoenix,AZ85037 		Non-profit organization NC Charitable contribution 5,500

Way To Go Foundation

2511 W Willow Ave
Phoenix,AZ85029 		Non-profit organization NC Charitable contribution 6,000

Anthony Nauta

4659 Sheldon Ct
Hudsonville,MI49423 		Child of employee of substantial contributor I College tuition contributor 2,000

Brenda Gann Duzenack

3109 De Cortez St
Colorado Springs,CO80909 		Child of employee of substantial contributor I College tuition contribution 2,000

Christopher Gaylord

4545 Wheaton Drive
Unit G240
Fort Collins,CO80525 		Child of employee of substantial contributor I College tuition contribution 2,000

David Tornell

19041 E Arrowhead Trail
Queen Creek,AZ85142 		Child of employee of substantial contributor I Collee Tuition Contribution 2,000

Ileana Lopez Maldonado

1041 Memorial Village Drive
Houston,TX77024 		Child of employee of substantial contributor I College Tuition 2,000

Jamie Reid

12425 Foothill Avenue 2
San Martin,CA95046 		Child of employee of substantial contributor I College tuition contribution 2,000

Janae Cutshall

22511 SE 298th Street
Black Diamond,WA98010 		Child of employee of substantial contributor I College tuition contributor 2,000

Joann Mayo

26200 West Milestone Dr
Plainfield,IL60585 		Child of employee of substantial contributor I College tuition contribution 4,000

Joanne Patron

801 Traeger Ave Ste 103
San Bruno,CA94066 		Child of employee of substantial contributor I College tuition contributor 2,000

Joshua Cummings

1242 Moss Dale Dr
Sugar Land,TX77479 		Child of employee of substantial contributor I College tuition contributor 2,000

Lisa Brown

3841 Princeton Oaks NW
Kennesaw,GA30144 		Child of employee of substantial contributor I College tuition contributor 2,000

Magdalena Iovacchini

3354 Carpenter Ct
Garnet Valley,PA19060 		Child of employee of substantial contributor I College tuition contributor 4,000

Mark Fridy

200 S Peterson Ave
Louisville,KY40206 		Child of employee of substantial contributor I College tuition contributor 2,000

Michael Soja

99 Chandler Lane
Wilmington,DE19807 		Child of employee of substantial contributor I College tuition contributor 2,000

Pam Smithson

1464 Moss Road
Chapel Hill,TN37034 		Child of employee of substantial contributor I College tuition contribution 2,000

Paul Gomez

16 Glenwood Ave
Newton,MA02459 		Child of employee of substantial contributor I College tuition contribution 2,000

Paul Thompson

640 Seeley Dr
Medina,OH44256 		Child of employee of substantial contributor I College tuition contribution 2,000

Ramon A Hernandez Jr

141 Everwild Lane
Rochester,NY14616 		Child of employee of substantial contributor I College tuition contribution 2,000

Rich Shackelford

1800 SW Longview Terrace
Lees Summit,MO64081 		Child of employee of substantial contributor I College tuition contribution 2,000

Sean Stoner

7117 Lambton Park Rd
New Albany,OH43054 		Child of employee of substantial contributor I College tuition contribution 2,000

Shannon Piwinski

55944 Nicholas Dr
Shelby Township,MI48316 		Child of employee of substantial contributor I College tuition contribution 2,000

Timothy McLeron

829 Londonderry Rd
Schenectady,NY12309 		Child of employee of substantial contributor I College tuition contribution 4,000

Xiaoyan Wang

12812 Southern Manor Drive
Pearland,TX77584 		Child of employee of substantial contributor I College tuition contribution 2,000

Alisa Curry

20503 Southbend St
Lago Vista,TX78645 		Child of employee of substantial contributor I College tuition contribution 2,000

Andi Bolin

17303 Dawn Haven COurt
Houston,TX77095 		Child of employee of substantial contributor I College tuition contribution 2,000

Andrea Levine

12 Muriel Place
Greenwich,CT06831 		Child of employee of substantial contributor I College tuition contribution 2,000

Aruna Zambani

2260 N Parkhurst Dr
Orange,CA92867 		Child of employee of substantial contributor I College tuition contribution 2,000

Augie Clarkson

2451 W Short Spur Trail
Prescott,AZ86305 		Child of employee of substantial contributor I College tuition contribution 2,000

Beth deBaptiste-Follis

15066 Mercury Dr
Grand Haven,MI49417 		Child of employee of substantial contributor I College tuition contribution 2,000

Chadwick Campbell

3219 E Camelback Rd 253
Phoenix,AZ85018 		Child of employee of substantial contributor I College tuition contribution 2,000

Charisse Johnson

4719 Butterfly Path Dr
Humble,TX77396 		Child of employee of substantial contributor I College tuition contribution 2,000

Claire Loughran Morgan

10114 East Domenic Lane
Tucson,AZ85730 		Child of employee of substantial contributor I College tuition contribution 2,000

Craig Leabig

513 Black Canyon Court
Wildwood,MO63011 		Child of employee of substantial contributor I College tuition contribution 2,000

Dana Rosenberg

1803 Burlington Ave
Lisle,IL60532 		Child of employee of substantial contributor I College tuition contribution 2,000

Hong Fu

12418 Boheme Dr
Houston,TX77024 		Child of employee of substantial contributor I College tuition contribution 2,000

Jamie Ocariz

3323 52nd PL NE
Tacoma,WA98422 		Child of employee of substantial contributor I College tuition contribution 2,000

James E Hill III

39 Harvest Moon Ct
Blythewood,SC29016 		Child of employee of substantial contributor I College tuition contribution 2,000

Jeff Robinson

939 Queens Dr
New Braunfels,TX78130 		Child of employee of substantial contributor I College tuition contribution 2,000

Jennifer Langford

13552 W Redfield Road
Surprise,AZ85379 		Child of employee of substantial contributor I College tuition contribution 2,000

Joshua Bishop

10207 Arbor Mill Ln
Missouri City,TX77459 		Child of employee of substantial contributor I College tuition contribution 2,000

Kasi Darimadugu

9825 Cliffside Dr
Irving,TX75063 		Child of employee of substantial contributor I College tuition contribution 2,000

Keesha Renee Childs

34611 Michelle Dr
Pinehurst,TX77362 		Child of employee of substantial contributor I College tuition contribution 2,000

Lea Gilliland

116 Palo Pinto Dr
Rockport,TX78382 		Child of employee of substantial contributor I College tuition contribution 2,000

LeAnn Piercy

526 Patchester
Houston,TX77079 		Child of employee of substantial contributor I College tuition contribution 4,000

Maggie Vu

12391 Frieda Pl
Garden Grove,CA92840 		Child of employee of substantial contributor I College tuition contribution 2,000

Manila Wasson

11772 Lakeland Rd
Norwalk,CA90650 		Child of employee of substantial contributor I College tuition contribution 2,000

Melanie Mosby

27907 Summer Place Dr
Wesley Chapel,FL33544 		Child of employee of substantial contributor I College tuition contribution 2,000

Melissa Hickman

207 Fieldstone Dr
Hanover,PA17331 		Child of employee of substantial contributor I College tuition contribution 2,000

Mona Mohan

8903 Summer Ash Ln
Sugar Land,TX77479 		Child of employee of substantial contributor I College tuition contribution 2,000

Mounica Kaul

3421 E Memorial Rd
Edmond,OK73013 		Child of employee of substantial contributor I College tuition contribution 2,000

Rae Wright

1979 Main Street
Fort Mitchell,KY41017 		Child of employee of substantial contributor I College tuition contribution 2,000

Rich Kuegler

922 Merrit Circle
West Chester,PA19380 		Child of employee of substantial contributor I College tuition contribution 6,000

Shawn Elpel

27480 Basin Court
Menifee,CA92584 		Child of employee of substantial contributor I College tuition contribution 2,000

Stacy Mathis

2417 Allison Ave
Indianapolis,IN46224 		Child of employee of substantial contributor I College tuition contribution 2,000

Stephanie Irvine

3251 Railway Dr SW
Byron Center,MI49315 		Child of employee of substantial contributor I College tuition contribution 2,000

Thomas Donovan

9489 Shelby Ln
Crown Point,IN46307 		Child of employee of substantial contributor I College tuition contribution 2,000

Tina S Meilinger

11379 Streeter Rd
Auburn,CA95602 		Child of employee of substantial contributor I College tuition contribution 2,000

Vanessa T Nguyen

9715 Orchid Breeze Ln
Sugar Land,TX77498 		Child of employee of substantial contributor I College tuition contribution 2,000

Yaohsin Chang

40 Cape Cod
Irvine,CA92620 		Child of employee of substantial contributor I College tuition contribution 2,000

I AM ALS

1200 Pennsylvania Ave NW
14135
Washington,DC20044 		Non-profit organization NC Charitable contribution 1,000

Stacey MacArthur

3764 West 4900 South
Roy,UT84067 		Child of employee of substantial contributor I College tuition contribution 2,500

Vija Johnson

1300 Evans Ave
Unit 880542
San Francisco,CA94188 		Child of employee of substantial contributor I College tuition contribution 2,000

Be Like Britt Foundation

66 Pullman St
Worcester,MA01606 		Non-profit organization NC Charitable contribution 5,000

Feeding America

PO Box 7410268
Chicago,IL606740268 		Non-profit organization NC Charitable contribution 50,000

Beauregard Health System Foundation

600 S Pine St
DeRidder,LA70634 		Non-profit organization NC Charitable contribution 5,000

360 Youth Services

2950 Burlington Avenue
Lisle,IL60532 		Non-profit organization NC Charitable Contribution 1,000

Aggieland Humane Society

5359 Leonard Road
Bryan,TX77807 		Non-profit organization NC Charitable Contribution 1,000

Always Endure

2011 Hall Drive
Fayetteville,TN37334 		Non-profit organization NC Charitable Contribution 1,000

St Jude Children's Research Hospital

501 St Jude Place
Memphis,TN38105 		Non-profit organization NC Charitable Contribution 1,000

American Red Cross

2700 Southwest Fwy
Houston,TX77008 		Non-profit organization NC Charitable Contribution 1,000

Apparo Academy Inc

3104 Skinner Mill Road
Augusta,GA30909 		Non-profit organization NC Charitable Contribution 1,000

Barrio Dogs

PO Box 230677
Houston,TX77223 		Non-profit organization NC Charitable Contribution 1,000

Beaver County Humane Society

3394 Broadhead Rd
Aliquippa,PA15001 		Non-profit organization NC Charitable Contribution 1,000

Boys and Girls Club of Greater Anaheim-Cypress

1260 N Riviera Street
Anaheim,CA92801 		Non-profit organization NC Charitable Contribution 1,000

Call To Freedom

1915 E 8th Street Suite 100
Sioux Falls,SD57103 		Non-profit organization NC Charitable Contribution 1,000

Cancer Cartel

PO BOX 846
Enumclaw,WA98022 		Non-profit organization NC Charitable Contribution 1,000

Captains for Clean Water

PO Box 1653
Fort Myers,FL33902 		Non-profit organization NC Charitable Contribution 1,000

Center Against Family and Sexual Violence

PO Box 26219
El Paso,TX79926 		Non-profit organization   Charitable Contribution 1,000

Centre Street Food Pantry

11 Homer Street
Newton,MA02459 		Non-profit organization NC Charitable Contribution 1,000

Douglas Animal Welfare Group

PO Box 1850
Gardnerville,NV89410 		Non-profit organization NC Charitable Contribution 1,000

Dress For Success Houston

3310 Eastside Street
Houston,TX77098 		Non-profit organization NC Charitable Contribution 1,000

Epilepsy Foundation Texas

2401 Foundation View No 900
Houston,TX77057 		Non-profit organization NC Charitable Contribution 1,000

Food Bank of Northern Nevada

550 Italy Drive
Sparks,NV89437 		Non-profit organization NC Charitable Contribution 1,000

Friends For Life Animal Shelter

107 E 22nd St
Houston,TX77008 		Non-profit organization NC Charitable Contribution 1,000

Houston SPCA

7007 Old Katy Road
Houston,TX77024 		Non-profit organization NC Charitable Contribution 1,000

Matthew's Light

127 Hall Dr S
Montgomery,TX77316 		Non-profit organization NC Charitable Contribution 1,000

Merced Housing Texas

PO Box 12870
San Antonio,TX78212 		Non-profit organization NC Charitable Contribution 1,000

Nashville Humane Association

213 Oceola Ave
Nashville,TN37209 		Non-profit organization NC Charitable Contribution 1,000

Paws Crossed Animal Rescue

100 Warehouse Lane South
Elmsford,NY10523 		Non-profit organization NC Charitable Contribution 1,000

Project 150

3600 N Rancho Dr
Las Vegas,NV89130 		Non-profit organization NC Charitable Contribution 1,000

Promise House

224 W Page Ave
Dallas,TX75208 		Non-profit organization NC Charitable Contribution 1,000

Renee's Rescues Inc

PO Box 1297
Hockessin,DE19707 		Non-profit organization NC Charitable Contribution 1,000

Ronald McDonald House Charities of Temple Texas

2415 South 47th Street
Temple,TX76504 		Non-profit organization NC Charitable Contribution 1,000

Safeplace

PO Box 2002
Olympia,WA98507 		Non-profit organization NC Charitable Contribution 1,000

Share Incorporated

PO Box 210
McLean,VA22101 		Non-profit organization NC Charitable Contribution 1,000

Sleep in Heavenly Peace Inc

201 W Genesee St
Fayetteville,NY13066 		Non-profit organization NC Charitable Contribution 1,000

Solutions At Work Inc

14775 Broadway Ave
Maple Heights,OH44137 		Non-profit organization NC Charitable Contribution 1,000

Special Touch Bakery

1999 Mt Read Blvd
Rochester,NY14615 		Non-profit organization NC Charitable Contribution 1,000

St Francis Animal Rescue

PO Box 631106
Nacogdoches,TX75963 		Non-profit organization NC Charitable Contribution 1,000

Tri-County Challenger Baseball

19204 Aqua Shore Drive
Fort Myers,FL33913 		Non-profit organization NC Charitable Contribution 1,000

University of Nebraska Foundation

1010 Lincoln Mall
Lincoln,NE68508 		Non-profit organization NC Charitable Contribution 1,000

Houston Pets Alive

2800 Antoine Drive
Houston,TX77092 		Charitable Contributions NC Various Non-Profit Organizations 1,000

Humane Society of Fremont County

110 Rhodes Ave
Canon City,CO81212 		Charitable Contributions NC Various Non-Profit Organizations 1,000

K9s for Warriors Inc

114 Camp K9 Road
Ponte Vedra,FL32081 		Non-profit organization NC Charitable Contribution 1,000

VARIOUS GRANTS PAID - SEE ATTACHED STATEMENT

1360 Post Oak Blvd Suite 100
Houston,TX77056 		Charitable Contributions NC Various Non-Profit Organizations 270,500

Alzheimer's Association

225 N Michigan Avenue
Chicago,IL60601 		Non-profit organization NC Charitable Contribution 1,000
Total .................................right arrow 3a 770,500
bApproved for future payment
Total ................................. right arrow 3b  
Form 990-PF (2023)
Form 990-PF (2023)
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 87,760  
4 Dividends and interest from securities ....     14 115,951  
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 .....     14 29,058  
8 Gain or (loss) from sales of assets other than
inventory ............ 		    18 -9,044  
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) .. 0 223,725 0
13Total. Add line 12, columns (b), (d), and (e)..................
13
223,725
(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 (2023)
Form 990-PF (2023)
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 (2023)
Additional Data


Software ID:  
Software Version:  


Form 990PF - Special Condition Description:
Special Condition Description

Note: To capture the full content of this document, please select landscape mode (11" x 8.5") when printing.

TY 2023 DepreciationSchedule
Name:
The Stewart Title Foundation Inc
EIN:
86-3214126
Description of Property Date Acquired Cost or Other Basis Prior Years' Depreciation Computation Method Rate /
Life (# of years)		 Current Year's Depreciation Expense Net Investment Income Adjusted Net Income Cost of Goods Sold Not Included

TY 2023 InvestmentsCorpStockSchedule
Name:
The Stewart Title Foundation Inc
EIN:
86-3214126
Name of Stock End of Year Book Value End of Year Fair Market Value
CORPORATE STOCKS 4,247,771 4,421,098

TY 2023 InvestmentsGovtObligationsSch
Name:
The Stewart Title Foundation Inc
EIN:
86-3214126
US Government Securities - End of Year Book Value:

438,054
US Government Securities - End of Year Fair Market Value:

435,506
State & Local Government Securities - End of Year Book Value:


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


 


TY 2023 OtherDecreasesSchedule
Name:
The Stewart Title Foundation Inc
EIN:
86-3214126
Description Amount
OTHER INCOME/LOSS 3,964


TY 2023 OtherExpensesSchedule
Name:
The Stewart Title Foundation Inc
EIN:
86-3214126
Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
BANK FEES 5,118 5,118 5,118 5,118


TY 2023 OtherIncomeSchedule2
Name:
The Stewart Title Foundation Inc
EIN:
86-3214126
Description Revenue And Expenses Per Books Net Investment Income Adjusted Net Income
Other Income 29,058 29,058 29,058


TY 2023 OtherIncreasesSchedule
Name:
The Stewart Title Foundation Inc
EIN:
86-3214126
Description Amount
PURCHASES/UNREALIZED GAINS/LOSS 37,513
PRIOR PERIOD ADJUSTMENT 3,707