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
Stevens Family Foundation Inc
 
% FOUNDATION SOURCE
Number and street (or P.O. box number if mail is not delivered to street address)po box 5239
  Room/suite
City or town, state or province, country, and ZIP or foreign postal code
Ketchum, ID83340
A Employer identification number

46-1618021
B Telephone number (see instructions)

(203) 788-5972
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$17,709,621J Accounting method:
 
(Part I, column (d) must be on cash basis.)
Part I Analysis of Revenue and Expenses (The total of amounts in columns (b), (c), and (d) may not necessarily equal the amounts in column (a) (see instructions).) (a) Revenue and
expenses per
books 		(b) Net investment
income 		(c) Adjusted net
income 		(d) Disbursements
for charitable
purposes
(cash basis only)
Revenue 1 Contributions, gifts, grants, etc., received (attach schedule) 0
2 Check right arrow.............
3 Interest on savings and temporary cash investments 180,749 180,749  
4 Dividends and interest from securities... 404,646 404,646  
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 301,874
b Gross sales price for all assets on line 6a 5,510,243
7 Capital gain net income (from Part IV, line 2)... 301,874
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
254,253 258,876  
12 Total. Add lines 1 through 11........ 1,141,522 1,146,145  
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)......... Click to see attachment
List of Attached Documents:
// Content
1,024 0 0 1,024
b Accounting fees (attach schedule)....... Click to see attachment
List of Attached Documents:
// Content
10,560 3,168 0 7,392
c Other professional fees (attach schedule).... Click to see attachment
List of Attached Documents:
// Content
32,760 32,760    
17 Interest............... 8,336 8,336    
18 Taxes (attach schedule) (see instructions)... Click to see attachment
List of Attached Documents:
// Content
11,111 11    
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
28,706 4,167   24,400
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 92,497 48,442 0 32,816
25 Contributions, gifts, grants paid....... 1,118,558 1,118,558
26 Total expenses and disbursements. Add lines 24 and 25 1,211,055 48,442 0 1,151,374
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements -69,533
b Net investment income (if negative, enter -0-) 1,097,703
c Adjusted net income (if negative, enter -0-)...  
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.........   726,154 726,154
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)   Click to see attachment
List of Attached Documents:
// Content
884,165 		889,045
b Investments—corporate stock (attach schedule)....... 16,688,024 Click to see attachment
List of Attached Documents:
// Content
10,371,460 		10,599,919
c Investments—corporate bonds (attach schedule).......   Click to see attachment
List of Attached Documents:
// Content
1,089,483 		1,118,958
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).......... 346,682 Click to see attachment
List of Attached Documents:
// Content
4,119,409 		4,375,545
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) 17,034,706 17,190,671 17,709,621
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........    
27 Paid-in or capital surplus, or land, bldg., and equipment fund    
28 Retained earnings, accumulated income, endowment, or other funds 17,034,706 17,190,671
29 Total net assets or fund balances (see instructions)..... 17,034,706 17,190,671
30 Total liabilities and net assets/fund balances (see instructions). 17,034,706 17,190,671
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
17,034,706
2
Enter amount from Part I, line 27a .....................
2
-69,533
3
Other increases not included in line 2 (itemize) right arrowClick to see attachment
List of Attached Documents:
// Content
3
282,218
4
Add lines 1, 2, and 3 ..........................
4
17,247,391
5
Decreases not included in line 2 (itemize) right arrowClick to see attachment
List of Attached Documents:
// Content
5
56,720
6
Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 29 .
6
17,190,671
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 Publicly-traded Securities      
b Passthrough K1 Capital Gain/(Loss)      
c Sec 751 Gain on Sale of Ptshp Reclass      
d FIVE VP TEXAS P 2022-12-31 2023-12-20
e DISTRIBUTIONS IN EXCESS OF BASIS      
(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 5,509,710   5,215,113 294,597
b       -210
c       -1,500
d 533   534 -1
e       8,988
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       294,597
b        
c        
d       -1
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 2 301,874
3 Net short-term capital gain or (loss) as defined in sections 1222(5) and (6):
If gain, also enter in Part I, line 8, column (c) (see instructions). If (loss), enter -0-
in Part I, line 8 ................... 		Bracket 3  
Part V
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 15,258
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 15,258
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 15,258
6 Credits/Payments:
a 2023 estimated tax payments and 2022 overpayment credited to 2023 6a 12,895
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  
7 Total credits and payments. Add lines 6a through 6d.............. 7 12,895
8 Enter any penalty for underpayment of estimated tax. Check here if Form 2220 is attached. Click to see attachment
List of Attached Documents:
// Content
8 21
9 Tax due. If the total of lines 5 and 8 is more than line 7, enter amount owed.......right arrow 9 2,384
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? ....................
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 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 arrowCA
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
 
No
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 arrow  
14
The books are in care ofright arrowFOUNDATION SOURCE Telephone no.right arrow (800) 839-1754

Located atright arrow55 WALLS DRIVE FL 3FairfieldCT ZIP+4right arrow06824
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)
Yes
 
(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
 
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 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
 
 
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)
 
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
Marie Annette Stevens Dir, Sec
5.0 		0 0 0
po box 5239
Ketchum,ID83340
Martin Brent Stevens Dir, Pres
5.0 		0 0 0
po box 5239
Ketchum,ID83340
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  
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
9,509,622
b
Average of monthly cash balances.......................
1b
4,755,929
c
Fair market value of all other assets (see instructions)................
1c
3,302,741
d
Total (add lines 1a, b, and c).........................
1d
17,568,292
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
17,568,292
4
Cash deemed held for charitable activities. Enter 1.5% (0.015) of line 3 (for greater amount, see
instructions) .............................
4
263,524
5
Net value of noncharitable-use assets. Subtract line 4 from line 3. ............
5
17,304,768
6
Minimum investment return. Enter 5% (0.05) of line 5................
6
865,238
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
865,238
2a
Tax on investment income for 2022 from Part V, line 5.......
2a
15,258
b
Income tax for 2022. (This does not include the tax from Part V.) ...
2b
0
c
Add lines 2a and 2b............................
2c
15,258
3
Distributable amount before adjustments. Subtract line 2c from line 1............
3
849,980
4
Recoveries of amounts treated as qualifying distributions................
4
 
5
Add lines 3 and 4............................
5
849,980
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
849,980
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
1,151,374
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
1,151,374
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 7 849,980
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...... 283,201
b From 2019...... 284,465
c From 2020...... 427,517
d From 2021...... 212,498
e From 2022...... 1,952,401
f Total of lines 3a through e ........ 3,160,082
4Qualifying distributions for 2023 from Part
XI, line 4: right arrow$ 1,151,374
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..... 849,980
e Remaining amount distributed out of corpus 301,394
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 3,461,476
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 .......... 		0
7 Amounts treated as distributions out of
corpus to satisfy requirements imposed by
section 170(b)(1)(F) or 4942(g)(3) (Election may
be required - see instructions) ....... 		 
8 Excess distributions carryover from 2018 not
applied on line 5 or line 7 (see instructions) ... 		283,201
9 Excess distributions carryover to 2024.
Subtract lines 7 and 8 from line 6a ...... 		3,178,275
10 Analysis of line 9:
a Excess from 2019.... 284,465
b Excess from 2020.... 427,517
c Excess from 2021.... 212,498
d Excess from 2022.... 1,952,401
e Excess from 2023.... 301,394
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
         
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).)
MARTIN BRENT STEVENS
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 email address of the person to whom applications should be addressed:
bThe form in which applications should be submitted and information and materials they should include:
cAny submission deadlines:
dAny restrictions or limitations on awards, such as by geographical areas, charitable fields, kinds of institutions, or other
factors:
Form 990-PF (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

826LA

1714 W SUNSET BLVD
LOS ANGELES,CA90026 		N/A PC General & Unrestricted 25,000

ADVOCATES FOR SURVIVORS OF DOMESTIC VIOLENCE INCOR

PO BOX 3216
HAILEY,ID83333 		N/A PC General & Unrestricted 6,500

ARTS COUNCIL OF GREATER BATON ROUGE INC

233 SAINT FERDINAND ST
BATON ROUGE,LA70802 		N/A PC General & Unrestricted 65,000

CHOLANGIOCARCINOMA FOUNDATION

5526 WEST 13400 S STE 510
SALT LAKE CITY,UT84096 		N/A PC General & Unrestricted 5,000

HIGHER GROUND FOUNDATION

2185 EAGLE BLVD
HOLLAND,MI49424 		N/A PC General & Unrestricted 27,500

LEUKEMIA & LYMPHOMA SOCIETY

3 LANDMARK SQ STE 330
STAMFORD,CT06901 		N/A PC Charitable Event 5,000

SPUR COMMUNITY FOUNDATION INC

PO BOX 6184
KETCHUM,ID83340 		N/A PC general & unrestricted 100,000

SUN VALLEY BALLET FOUNDATION INC

141 SIOUX DR
HAILEY,ID83333 		N/A PC General & Unrestricted 50,000

SUN VALLEY CENTER FOR THE ARTS INC

PO BOX 656
SUN VALLEY,ID83353 		N/A PC General & Unrestricted 39,257

SUN VALLEY COMMUNITY SCHOOL INC

PO BOX 2118
SUN VALLEY,ID83353 		N/A PC General & Unrestricted 51,450

SUN VALLEY COMMUNITY SCHOOL INC

PO BOX 2118
SUN VALLEY,ID83353 		N/A PC Annual Fund 25,000

SWIFTSURE RANCH THERAPEUTIC EQUESTRIAN CENTER INC

114 CALYPSO LN
BELLEVUE,ID83313 		N/A PC General & Unrestricted 7,920

UNITED STATES SKI TEAM FOUNDATION

1 VICTORY LN BOX 100
PARK CITY,UT84060 		N/A PC General & Unrestricted 75,000

SPUR COMMUNITY FOUNDATION INC

po box 6184
ketchum,ID83340 		n/a PC see attached general explanation 635,931
Total .................................right arrow 3a 1,118,558
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 ........... 		    14 180,749  
4 Dividends and interest from securities ....     14 404,646  
5 Net rental income or (loss) from real estate:
aDebt-financed property......          
bNot debt-financed property.....          
6 Net rental income or (loss) from personal property          
7 Other investment income .....          
8 Gain or (loss) from sales of assets other than
inventory ............ 		    18 301,874  
9 Net income or (loss) from special events:          
10 Gross profit or (loss) from sales of inventory          
11 Other revenue:
aK-1 Inc/Loss 		525990 -6,123 14 12,327  
bSec 751 Gain on Sale of Ptshp 525990 1,500      
cPFIC INCOME FROM GOLUB CAPITAL PARTNERS     01 225,183  
dPFIC INCOME FROM GOLDEN TREE PRIV CREDIT     01 21,366  
e
12 Subtotal. Add columns (b), (d), and (e) .. -4,623 1,146,145  
13Total. Add line 12, columns (b), (d), and (e)..................
13
1,141,522
(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

TY 2023 AccountingFeesSchedule
Name:
Stevens Family Foundation Inc
EIN:
46-1618021
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
General Consultations 10,560 3,168   7,392

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

TY 2023 DepreciationSchedule
Name:
Stevens Family Foundation Inc
EIN:
46-1618021
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 GeneralExplanationAttachment
Name:
Stevens Family Foundation Inc
EIN:
46-1618021
Identifier Return Reference Explanation
Form 990-PF Form 990-PF One or more partnerships have provided a Schedule K-3 for the tax year in which they have checked one or more of the boxes in Part I but not provided sufficient back-up information to allow the Foundation to verify why such boxes were checked or the extent to which the checking of such boxes affects any item on this return. The Foundation has prepared this return to the best of its ability and without any foreign filings for such partnerships based on the information provided to it by these partnerships and on the basis of having received no information to the contrary. Any missing or incomplete information is due to the Foundation's inability to obtain such information and is not a willful attempt to withhold such information.
PART I LINE 25 AND PART XIV LINE 3A PART I LINE 25 AND PART XIV LINE 3A DISTRIBUTIONS OF PROPERTY VALUE AT FAIR MARKET VALUE AT DATE OF DISTRIBUTION METHOD FOR DETERMINING FMV OF SECURITIES: AVERAGE OF HIGH/LOW ON DATE GRANTED TO CHARITY METHOD OF DETERMINING BOOK VALUE OF SECURITIES: COST OR AVERAGE OF HIGH/LOW ON DATE CONTRIBUTED TO FOUNDATION TOTAL FAIR MARKET VALUE OF PROPERTY: $635,931 TOTAL BOOK VALUE OF PROPERTY: $372,928 TOTAL CASH PORTION OF GRANTS: $- TOTAL AMOUNT OF GRANTS: $635,931 FORM 990-PF, PART III, LINE 3 - OTHER INCREASES/DECREASES: $263,003 DETAILS OF ITEMS GRANTED: DESCRIPTION OF PROPERTY: TORTOISE MLP AND PIPELINE FUND INST UNITS: 48323 DATE OF DISTRIBUTION: 1/5/2023 GRANT RECIPIENT: SPUR COMMUNITY FOUNDATION INC FMV OF PROPERTY: $635,931 BOOK VALUE OF PROPERTY: $372,928 CASH PORTION OF GRANT: $- TOTAL AMOUNT OF GRANT: $635,931
Form 926 Form 926 The Foundation has prepared this form to the best of its ability based on the limited information provided to it by the investment on which the Foundation is reporting and on the basis of having received no information to the contrary. Any missing or incomplete information is due to the Foundation's inability to obtain such information and is not a willful attempt to withhold such information.
Form 8865 Form 8865 The Foundation has prepared this form to the best of its ability based on the limited information provided to it by the investment on which the Foundation is reporting and on the basis of having received no information to the contrary. Any missing or incomplete information is due to the Foundation's inability to obtain such information and is not a willful attempt to withhold such information.

TY 2023 InvestmentsCorpBondsSchedule
Name:
Stevens Family Foundation Inc
EIN:
46-1618021
Name of Bond End of Year Book Value End of Year Fair Market Value
ABBVIE INC - 2.950% - 11/21/20 13,103 13,431
AIR LEASE CORP SER A MTN CALL 13,256 13,803
AMERN TOWER CORP - 2.960% - 01 13,411 13,661
AMGEN INC - 2.450% - 02/21/203 17,841 18,646
ASTRAZENECA - 1.375% - 08/06/2 28,759 29,967
AT&T - 2.250% - 02/01/2032 10,273 10,754
AT&T, INC - 1.700% - 03/25/202 36,418 37,439
BANK OF AMERICA CORP - 3.458% 13,706 13,934
BANK OF AMERICA VAR 27 - 0.000 13,308 13,748
BK OF AMERICA CORP - 1.658% - 34,188 35,164
BK OF AMERICA CORP MTN - 1.197 36,061 37,144
BLACKROCK INC - 1.900% - 01/28 22,837 23,655
BOEING CO NOTE CALL MAKE WHOLE 13,768 14,178
BP CAP MKTS AMER INCSER B - 3. 21,116 21,344
BP GROUP PLC - 3.279% - 09/19/ 40,654 41,373
CAPITAL ONE FINL CORP NOTE - 2 14,028 14,375
CITIGROUP INC - 2.520% - 11/03 15,975 16,516
CITIGROUP INC NOTE - 1.462% - 47,072 48,522
CITIGROUP INC NOTE CALL MAKE W 20,640 21,143
DELTA AIR LINES INC - 2.900% - 13,501 13,627
DOMINION ENERGY GAS HLDGS - 0. 13,403 13,634
DUKE ENERGY CORP - 3.150% - 08 13,980 14,189
EDISON INTL - 3.550% - 11/15/2 13,565 13,742
ENERGY TRANSFER PARTNERS - 4.7 13,698 13,911
EQUINOR ASA - 2.375% - 05/22/2 31,145 32,195
EQUINOR ASA - 3.125% - 04/06/2 12,766 13,167
FEDERAL REALTY - 3.950% - 01/1 13,845 13,985
GENERAL MOTORS - 6.050% - 10/1 14,046 14,162
GOLDMAN SACHS GROUP INC - 1.09 13,417 13,815
GOLDMAN SACHS GROUP INC - 2.38 8,758 9,043
GOLDMAN SACHS GROUP INC NOTE - 48,728 50,335
GOLDMAN SACHS GROUP INC SR GLO 34,877 35,966
HCA INC - 5.250% - 06/15/2026 13,668 14,053
HEWLETT PACKARD - 4.900% - 10/ 13,796 13,936
JP MORGAN CHASE - 1.578% - 04/ 23,279 24,001
JP MORGAN CHASE - 2.545% - 11/ 20,336 20,908
JP MORGAN CHASE - 3.540% - 05/ 14,107 14,325
JPMORGAN CHASE &CO NT - 1.470% 36,146 37,153
METLIFE INC - 4.550% - 03/23/2 35,108 36,221
MPLX LP NOTE - 4.875% - 06/01/ 13,781 13,911
MYLAN NV - 3.950% - 06/15/2026 13,399 13,534
NEXTERA ENERGY CAP HLDGS INC S 14,082 14,126
ORACLE CORP - 2.800% - 04/01/2 13,607 14,155
ORACLE CORP - 2.950% - 04/01/2 11,293 11,743
ORACLE CORP NOTE CALL MAKE WHO 25,443 26,132
SHELL INTERNATIONAL FIN BV NOT 44,372 45,739
STATE STR CORP - 3.550% - 08/1 13,579 13,737
T MOBILE USA - 3.500% - 04/15/ 13,491 13,706
TRUIST FINANCIAL CORP - 4.260% 13,429 13,712
US BANCORP - 2.677% - 01/27/20 36,619 38,423
VMWARE INC NT - 1.400% - 08/15 13,238 13,727
WELLS FARGO &CO SER U MTN - 3. 20,579 21,001
WILLIAMS COS INC - 5.400% - 03 13,988 14,147

TY 2023 InvestmentsCorpStockSchedule
Name:
Stevens Family Foundation Inc
EIN:
46-1618021
Name of Stock End of Year Book Value End of Year Fair Market Value
AES CORP 5,050 5,506
ALLIANT CORP 7,060 7,028
ALTAGA LTD COM 3,979 4,447
AMEREN CORPORATION 1,852 1,731
AMERICAN ELECTRIC POWER INC 8,851 8,691
ANGEL OAK MULTI-STRATEGY INCOM 228,204 230,086
ARCHROCK INC 3,560 5,452
ATCO LTD CL I NON VTG 5,480 5,648
ATMOS ENERGY CORP 8,570 8,936
CENTERPOINT ENERGY 1,758 1,737
CHENIERE ENERGY INC 2,975 3,452
CLEARWAY ENERGY INC CLASS A 11,731 11,460
CMS ENERGY CP 3,555 3,462
CONCRETE PUMPING HOLDINGS INC 380,250 533,000
DT MIDSTREAM INC 14,241 16,002
DTE ENERGY CO COM 3,189 3,463
DUKE ENERGY CO 1,655 1,773
DWS ALTERNATIVE ASSET ALL PLUS 339,254 346,957
ENBRIDGE INC 4,483 4,430
ENEL SOCIETA PER AZI 806 917
ENTERGY CORP 1,722 1,736
EVERGY, INC. 5,380 5,220
EVERSOURCE ENERGYINC 3,669 3,517
EXELON CORPORATION 992 897
FEDERATED HERMES CORPORATE BON 125,656 130,645
FEDERATED HERMES HIGH YIELD ST 22,917 23,998
FEDERATED HERMES INTERNATIONAL 22,470 23,293
FEDERATED HERMES MORTGAGE STRA 783,850 804,617
GOLUB CAPITAL BDC, INC 502,755 547,526
HESS MIDSTREAM LP CL A 6,640 7,243
IBERDROLA ADR 1,697 1,803
IDACORP INC HLDG CO 2,422 2,629
KEYERA CORP 6,720 6,961
KINDER MORGAN INC 6,898 7,091
N J RESOURCES CP 960 875
NATL FUEL GAS CO 10,996 10,486
NEXTERA ENERGY PARTNERS LP 14,541 10,096
NEXTERA ENERGY, INC 4,219 3,647
ONE GAS INC 7,823 7,200
ONEOK INC 18,020 19,100
PIMCO MORTGAGE OPPORTUNITIES F 229,309 229,309
PLAINS GP HOLDINGS LP 12,784 14,690
PPL CORPORATION 7,032 7,209
PUBLIC SVC ENTERPRISE GROUP IN 3,535 3,506
QUANTA SVCS INC 3,153 3,730
SEMPRA ENERGY COM 12,872 13,152
SOUTHERN CO 4,275 4,338
SPDR BARCLAYS CAPITAL 1-3 MONT 7,481,388 7,468,573
TARGA RESOURCES CORP 12,080 14,247
TC ENERGY CORPORATION 4,459 4,456
WEC ENERGY GROUP, INC 6,317 6,089
WILLIAMS COS 3,105 3,518
XCEL ENERGY INC 4,301 4,344

TY 2023 InvestmentsGovtObligationsSch
Name:
Stevens Family Foundation Inc
EIN:
46-1618021
US Government Securities - End of Year Book Value:

884,165
US Government Securities - End of Year Fair Market Value:

889,045
State & Local Government Securities - End of Year Book Value:


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


 


TY 2023 InvestmentsOtherSchedule2
Name:
Stevens Family Foundation Inc
EIN:
46-1618021
Category/ Item Listed at Cost or FMV Book Value End of Year Fair Market Value
CHENIERE ENERGY PARTNERS LP   3,786 5,029
ENERGY TRANSFER LP   21,170 24,964
ENTERPRISE PRODUCTS PARTNERS L   30,114 34,782
MARATHON SPS III OFF   271,360 271,970
MPLX LP   11,814 14,027
THOROFARE FUND IV   14,561 10,455
TURNSTONE CO-INVEST LLC   0 147,738
WESTLAKE CHEMICAL PARTNERS LP   3,935 5,174
GOLDENTREE PC OFFSHORE   332,654 341,088
GOLUBCAPP14   2,700,000 2,786,001
OAKTREE STRATEGIC CF - I   730,015 734,317

TY 2023 LegalFeesSchedule
Name:
Stevens Family Foundation Inc
EIN:
46-1618021
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
General Consultations 1,024     1,024


TY 2023 OtherDecreasesSchedule
Name:
Stevens Family Foundation Inc
EIN:
46-1618021
Description Amount
TO ADJUST BOOK BASIS 56,720


TY 2023 OtherExpensesSchedule
Name:
Stevens Family Foundation Inc
EIN:
46-1618021
Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
Administrative Fees 18,900     18,900
Administrative Set-Up Fee 5,500     5,500
Bank Charges 379 379    
K-1 Exp ENERGY TRANSFER LP 154 51    
K-1 Exp ENTERPRISE PRODUCTS PA 3      
K-1 Exp HOLLY ENERGY PARTNERS 6      
K-1 Exp MAGELLAN MIDSTREAM PAR 2 1    
K-1 Exp MARATHON SPS III OFF 2,999 2,999    
K-1 Exp MPLX LP 1      
K-1 Exp THOROFARE FUND IV 737 737    
K-1 Exp WESTLAKE CHEMICAL PART 25      


TY 2023 OtherIncomeSchedule2
Name:
Stevens Family Foundation Inc
EIN:
46-1618021
Description Revenue And Expenses Per Books Net Investment Income Adjusted Net Income
K-1 Inc/Loss CHENIERE ENERGY PARTNERS LP -524 10  
K-1 Inc/Loss ENERGY TRANSFER LP -465 94  
K-1 Inc/Loss ENTERPRISE PRODUCTS PARTNERS LP -3,177 -37  
K-1 Inc/Loss FIVE VP TEXAS 374 374  
K-1 Inc/Loss HOLLY ENERGY PARTNERS LP -160 7  
K-1 Inc/Loss MAGELLAN MIDSTREAM PARTNERS LP 4 4  
K-1 Inc/Loss MARATHON SPS III OFF 11,859 11,859  
K-1 Inc/Loss MPLX LP -615 12  
K-1 Inc/Loss THOROFARE FUND IV 1 1  
K-1 Inc/Loss WESTLAKE CHEMICAL PARTNERS LP -1,093 3  
pfic income from Golub Capital Partners 225,183 225,183  
Sec 751 Gain on Sale CHENIERE ENERGY PARTNERS LP 347    
Sec 751 Gain on Sale ENERGY TRANSFER LP 27    
Sec 751 Gain on Sale HOLLY ENERGY PARTNERS LP 440    
Sec 751 Gain on Sale MAGELLAN MIDSTREAM PARTNERS L 669    
Sec 751 Gain on Sale WESTLAKE CHEMICAL PARTNERS LP 17    
pfic income from golden tree priv credit 21,366 21,366  


TY 2023 OtherIncreasesSchedule
Name:
Stevens Family Foundation Inc
EIN:
46-1618021
Description Amount
GRANTS OF PUBLICLY TRADED SECURITIES 263,003
TO ADJUST ASSETS FROM FMV TO BV 19,215


TY 2023 OtherProfessionalFeesSchedule
Name:
Stevens Family Foundation Inc
EIN:
46-1618021
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
Investment Management Services 32,760 32,760    


TY 2023 TaxesSchedule
Name:
Stevens Family Foundation Inc
EIN:
46-1618021
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
990-PF Estimated Tax for 2023 11,100      
Foreign Tax Paid 11 11