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
2024
Open to Public Inspection
For calendar year 2024, or tax year beginning 01-01-2024 , and ending 12-31-2024
Name of foundation
The Steedman Family Foundation
 
% Foundation Source
Number and street (or P.O. box number if mail is not delivered to street address)Foundation Source 501 Silverside Rd
  Room/suite
City or town, state or province, country, and ZIP or foreign postal code
Wilmington, DE198091377
A Employer identification number

83-3030267
B Telephone number (see instructions)

(800) 839-1754
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$10,124,499J 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) 9,479,922
2 Check right arrow.............
3 Interest on savings and temporary cash investments 220,082 220,082  
4 Dividends and interest from securities... 117,920 117,920  
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 1,096
b Gross sales price for all assets on line 6a 346,561
7 Capital gain net income (from Part IV, line 2)... 1,096
8 Net short-term capital gain.........  
9 Income modifications...........  
10a Gross sales less returns and allowances  
b Less: Cost of goods sold....  
c Gross profit or (loss) (attach schedule).....    
11 Other income (attach schedule).......      
12 Total. Add lines 1 through 11........ 9,819,020 339,098  
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).... Click to see attachment
List of Attached Documents:
// Content
22,281 22,281    
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
18,741 504   18,237
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 41,022 22,785   18,237
25 Contributions, gifts, grants paid....... 38,000 38,000
26 Total expenses and disbursements. Add lines 24 and 25 79,022 22,785   56,237
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements 9,739,998
b Net investment income (if negative, enter -0-) 316,313
c Adjusted net income (if negative, enter -0-)...  
For Paperwork Reduction Act Notice, see instructions.
Cat. No. 11289X Form 990-PF (2024)
Form 990-PF (2024)
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......... 41,699 776,961 776,961
3 Accounts receivable right arrow  
Less: allowance for doubtful accounts right arrow        
4 Pledges receivable right arrow  
Less: allowance for doubtful accounts right arrow        
5 Grants receivable.................      
6 Receivables due from officers, directors, trustees, and other
disqualified persons (attach schedule) (see instructions).....      
7 Other notes and loans receivable (attach schedule) right arrow  
Less: allowance for doubtful accounts right arrow        
8 Inventories for sale or use..............      
9 Prepaid expenses and deferred charges..........      
10a Investments—U.S. and state government obligations (attach schedule)      
b Investments—corporate stock (attach schedule)....... 123,481 Click to see attachment
List of Attached Documents:
// Content
8,353,217 		8,555,738
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)..........   Click to see attachment
List of Attached Documents:
// Content
775,000 		791,800
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) 165,180 9,905,178 10,124,499
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 165,180 9,905,178
29 Total net assets or fund balances (see instructions)..... 165,180 9,905,178
30 Total liabilities and net assets/fund balances (see instructions). 165,180 9,905,178
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
165,180
2
Enter amount from Part I, line 27a .....................
2
9,739,998
3
Other increases not included in line 2 (itemize) right arrow
3
 
4
Add lines 1, 2, and 3 ..........................
4
9,905,178
5
Decreases not included in line 2 (itemize) right arrow
5
 
6
Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 29 .
6
9,905,178
Form 990-PF (2024)
Form 990-PF (2024)
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
c
d
e
(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 346,561   345,465 1,096
b
c
d
e
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       1,096
b
c
d
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 1,096
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 4,397
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 4,397
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 4,397
6 Credits/Payments:
a 2024 estimated tax payments and 2023 overpayment credited to 2024 6a 37
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 37
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 0
9 Tax due. If the total of lines 5 and 8 is more than line 7, enter amount owed.......right arrow 9 4,360
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 2025 estimated taxright arrow   Refundedright arrow 11  
Form 990-PF (2024)
Form 990-PF (2024)
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
 
No
b
If "Yes," has it filed a tax return on Form 990-T for this year?...................
4b
 
 
5
Was there a liquidation, termination, dissolution, or substantial contraction during the year?.........
5
 
No
If "Yes," attach the statement required by General Instruction T.
6
Are the requirements of section 508(e) (relating to sections 4941 through 4945) satisfied either:
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 arrowDE
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 2024 or the taxable year beginning in 2024? 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. Click to see attachment
List of Attached Documents:
// Content
...............................
10
Yes
 
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 arrow501 Silverside Road Suite 123WilmingtonDE ZIP+4right arrow198091377
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 2024, 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 (2024)
Form 990-PF (2024)
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 2024? .............
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 2024, did the foundation have any undistributed income (Part XII, lines 6d
and 6e) for tax year(s) beginning before 2024?....................
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 2024 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 2024.) .....................
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 2024? ..
4b
 
No
Form 990-PF (2024)
Form 990-PF (2024)
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
Stephanie Chan-Tidemann Dir, Treas
1.0 		0 0 0
Foundation Source 501 Silverside Rd
Wilmington,DE198091377
Alexandra Steedman Dir, Pres, Sec, Treas
1.0 		0 0 0
Foundation Source 501 Silverside Rd
Wilmington,DE198091377
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 (2024)
Form 990-PF (2024)
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 (2024)
Form 990-PF (2024)
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
4,771,141
b
Average of monthly cash balances.......................
1b
3,964,301
c
Fair market value of all other assets (see instructions)................
1c
244,852
d
Total (add lines 1a, b, and c).........................
1d
8,980,294
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
8,980,294
4
Cash deemed held for charitable activities. Enter 1.5% (0.015) of line 3 (for greater amount, see
instructions) .............................
4
134,704
5
Net value of noncharitable-use assets. Subtract line 4 from line 3. ............
5
8,845,590
6
Minimum investment return. Enter 5% (0.05) of line 5................
6
442,280
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
442,280
2a
Tax on investment income for 2024 from Part V, line 5 .......
2a
4,397
b
Income tax for 2024. (This does not include the tax from Part V.) ...
2b
 
c
Add lines 2a and 2b............................
2c
4,397
3
Distributable amount before adjustments. Subtract line 2c from line 1............
3
437,883
4
Recoveries of amounts treated as qualifying distributions................
4
 
5
Add lines 3 and 4............................
5
437,883
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
437,883
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
56,237
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
56,237
Form 990-PF (2024)
Form 990-PF (2024)
Page 9
Part XII
Undistributed Income (see instructions)
(a)
Corpus 		(b)
Years prior to 2023 		(c)
2023 		(d)
2024
1 Distributable amount for 2024 from Part X, line 7 437,883
2 Undistributed income, if any, as of the end of 2024:
a Enter amount for 2023 only.......  
b Total for prior years:20 , 20, 20  
3 Excess distributions carryover, if any, to 2024:
a From 2019...... 76,341
b From 2020...... 79,832
c From 2021...... 78,931
d From 2022...... 36,172
e From 2023...... 61,396
f Total of lines 3a through e ........ 332,672
4Qualifying distributions for 2024 from Part
XI, line 4: right arrow$ 56,237
a Applied to 2023, 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 2024 distributable amount..... 56,237
e Remaining amount distributed out of corpus 0
5 Excess distributions carryover applied to 2024. 332,672 332,672
(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 2023. Subtract line
4a from line 2a. Taxable amount—see
instructions ............. 		 
f Undistributed income for 2024. Subtract
lines 4d and 5 from line 1. This amount must
be distributed in 2025 .......... 		48,974
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 2019 not
applied on line 5 or line 7 (see instructions) ... 		 
9 Excess distributions carryover to 2025.
Subtract lines 7 and 8 from line 6a ...... 		 
10 Analysis of line 9:
a Excess from 2020....  
b Excess from 2021....  
c Excess from 2022....  
d Excess from 2023....  
e Excess from 2024....  
Form 990-PF (2024)
Form 990-PF (2024)
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 2024, 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) 2024 (b) 2023 (c) 2022 (d) 2021
         
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).)
Alexandra Steedman
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 if the foundation only makes contributions to preselected charitable organizations and does not accept
unsolicited requests for funds. If the foundation makes gifts, grants, etc. to individuals or organizations under
other conditions, complete items 2a, b, c, and d. See instructions
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 (2024)
Form 990-PF (2024)
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

FRIENDS OF THE EARTH

PO BOX 7010
MERRIFIELD,VA22116 		N/A PC General & Unrestricted 15,000

HOMECREST COMMUNITY SERVICES INC

1413 AVE T
BROOKLYN,NY11229 		N/A PC General & Unrestricted 10,000

KARMA CAT & ZEN DOG RESCUE SOCIETY

39 S MAIN ST
MILLTOWN,NJ08850 		N/A PC General & Unrestricted 10,000

MUDDY PAWS RESCUE

821 9TH AVE FRNT 1
NEW YORK,NY10019 		N/A PC General & Unrestricted 3,000
Total .................................right arrow 3a 38,000
bApproved for future payment
Total ................................. right arrow 3b  
Form 990-PF (2024)
Form 990-PF (2024)
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 ........... 		    14 220,082  
4 Dividends and interest from securities ....     14 117,920  
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 1,096  
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) ..   339,098  
13Total. Add line 12, columns (b), (d), and (e)..................
13
339,098
(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 (2024)
Form 990-PF (2024)
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 Right Arrow
 Firm's EIN Right Arrow
Firm's address Right Arrow


 Phone no.
Form 990-PF (2024)
Additional Data


Software ID:  
Software Version:  


Form 990PF - Special Condition Description:
Special Condition Description
Schedule B
(Form 990)
(Rev. January 2025)
Department of the Treasury
Internal Revenue Service
Schedule of Contributors

right arrow Attach to Form 990, 990-EZ, or 990-PF.
right arrow Go to www.irs.gov/Form990 for the latest information.
OMB No. 1545-0047
Name of the organization
The Steedman Family Foundation
 
Employer identification number

83-3030267
Organization type (check one):
Filers of:
Section:
Form 990 or 990-EZ
501(c)( ) (enter number) organization

4947(a)(1) nonexempt charitable trust not treated as a private foundation

527 political organization


Form 990-PF
501(c)(3) exempt private foundation

4947(a)(1) nonexempt charitable trust treated as a private foundation

501(c)(3) taxable private foundation
Check if your organization is covered by the General Rule or a Special Rule.  
Note:  Only a section 501(c)(7), (8), or (10) organization can check boxes for both the General Rule and a Special Rule. See instructions.
General Rule
For an organization filing Form 990, 990-EZ, or 990-PF that received, during the year, contributions totaling $5,000 or more (in money or other property) from any one contributor. Complete Parts I and II. See instructions for determining a contributor's total contributions.
Special Rules
For an organization described in section 501(c)(3) filing Form 990 or 990-EZ that met the 331/3% support test of the regulations
under sections 509(a)(1) and 170(b)(1)(A)(vi), that checked Schedule A (Form 990 or 990-EZ), Part II, line 13, 16a, or 16b, and that received from any one contributor, during the year, total contributions of the greater of (1) $5,000 or (2) 2% of the amount on (i) Form 990, Part VIII, line 1h, or (ii) Form 990-EZ, line 1. Complete Parts I and II.
For an organization described in section 501(c)(7), (8), or (10) filing Form 990 or 990-EZ that received from any one contributor,
during the year, total contributions of more than $1,000 exclusively for religious, charitable, scientific, literary, or educational purposes, or for the prevention of cruelty to children or animals. Complete Parts I, II, and III.
For an organization described in section 501(c)(7), (8), or (10) filing Form 990 or 990-EZ that received from any one contributor,
during the year, contributions exclusively for religious, charitable, etc., purposes, but no such contributions totaled more than $1,000. If this box is checked, enter here the total contributions that were received during the year for an exclusively religious, charitable, etc., purpose. Don't complete any of the parts unless the General Rule applies to this organization because it received nonexclusively religious, charitable, etc., contributions totaling $5,000 or more during the year ......... Right Arrow $  
Caution: An organization that isn't covered by the General Rule and/or the Special Rules doesn't file Schedule B (Form 990,
990-EZ, or 990-PF), but it must answer “No” on Part IV, line 2, of its Form 990; or check the box on line H of its Form 990-EZ
or on its Form 990PF, Part I, line 2, to certify that it doesn't meet the filing requirements of Schedule B (Form 990,
990-EZ, or 990-PF).
For Paperwork Reduction Act Notice, see the Instructions
for Form 990, 990-EZ, or 990-PF.
Cat. No. 30613XSchedule B (Form 990) (Rev. 1-2025)
Schedule B (Form 990) (Rev. 1-2025) Page 2
Name of organization
The Steedman Family Foundation
  		Employer identification number
83-3030267
Part I
Contributors (see instructions). Use duplicate copies of Part I if additional space is needed.
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Total contributions		 (d)
Type of contribution
1
Steedman Doria
214 East 26th street
 
New York, NY10010

$ 57,521


(Complete Part II for noncash contributions.)
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Total contributions		 (d)
Type of contribution
2
The Richard Steedman Trust
55 Outerbridge Circle
 
Hilton Head, SC29926

$ 9,422,401


(Complete Part II for noncash contributions.)
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Total contributions		 (d)
Type of contribution
 
 
 
 

$  


(Complete Part II for noncash contributions.)
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Total contributions		 (d)
Type of contribution
 
 
 
 

$  


(Complete Part II for noncash contributions.)
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Total contributions		 (d)
Type of contribution
 
 
 
 

$  


(Complete Part II for noncash contributions.)
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Total contributions		 (d)
Type of contribution
 
 
 
 

$  


(Complete Part II for noncash contributions.)
Schedule B (Form 990) (Rev. 1-2025)
Schedule B (Form 990) (Rev. 1-2025)
Page 3
Name of organization
The Steedman Family Foundation
  		Employer identification number

83-3030267
Part II
Noncash Property (see instructions). Use duplicate copies of Part II if additional space is needed.
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
 
$    
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
 
$    
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
 
$    
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
 
$    
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
 
$    
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
 
$    
Schedule B (Form 990) (Rev. 1-2025)
Schedule B (Form 990) (Rev. 1-2025)
Page 4
Name of organization
The Steedman Family Foundation
  		Employer identification number

83-3030267
Part III
Exclusively religious, charitable, etc., contributions to organizations described in section 501(c) (7), (8), or (10) that total more than $1,000 for the year from any one contributor. Complete columns (a) through (e) and the following line entry. For organizations completing Part III, enter the total of exclusively religious, charitable, etc., contributions of $1,000 or less for the year. (Enter this information once. See instructions.) $  
Use duplicate copies of Part III if additional space is needed.
(a)
No. from Part I		 (b) Purpose of gift (c) Use of gift (d) Description of how gift is held
 
(e) Transfer of gift
Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
 
 
     
 
(a)
No. from Part I		 (b) Purpose of gift (c) Use of gift (d) Description of how gift is held
 
(e) Transfer of gift
Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
 
 
     
 
(a)
No. from Part I		 (b) Purpose of gift (c) Use of gift (d) Description of how gift is held
 
(e) Transfer of gift
Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
 
 
     
 
(a)
No. from Part I		 (b) Purpose of gift (c) Use of gift (d) Description of how gift is held
 
(e) Transfer of gift
Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
 
 
     
 
Schedule B (Form 990) (Rev. 1-2025)
Additional Data


Software ID:  
Software Version:  

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TY 2024 DepreciationSchedule
Name:
The Steedman Family Foundation
EIN:
83-3030267
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 2024 InvestmentsCorpStockSchedule
Name:
The Steedman Family Foundation
EIN:
83-3030267
Name of Stock End of Year Book Value End of Year Fair Market Value
3M CO 6,777 6,713
ABBEY CAPITAL FUTURES STRATEGY 28,066 26,754
ABBEY CAPITAL MULTI ASSET FUND 15,226 14,553
ABBOTT LABS 3,963 4,072
ACCOR SA 4,644 5,262
ADYEN N.V. 3,935 4,501
AES CORP 34,597 27,477
AGILENT TECHNOLOGIES INC 11,466 10,882
AIA GROUP LTD ADR 3,577 3,430
AIR LEASE CORP 13,132 13,451
AKAMAI TECH COM STK 11,619 11,191
ALBEMARLE CP 7,528 6,542
ALCON INC 6,632 6,197
ALIBABA GROUP HOLDING LTD 8,296 8,564
ALPHABET INC CL A 32,809 36,535
ALPHABET INC CL C 36,169 40,753
AMAZON COM 50,071 58,576
AMER INTERNATIONAL GROUP INC 21,998 21,258
AMERICAN TOWER REIT INC 26,796 23,660
AMERICOLD REALTY TRUST 11,068 9,395
AMPHENOL CORPORATION 4,492 4,723
ANSYS INC 13,645 14,168
AON PLC CL A 6,100 6,824
APPLE INC 66,856 75,626
APPLIED MATERIALS INC 36,185 30,087
APPLOVIN CORP 3,015 3,562
AQR DIVERSIFIED ARBITRAGE FUND 36,626 36,500
ARCELORMITTAL 6,176 5,759
ARISTA NETWORKS 6,784 8,621
ARROW ELECTRONICS INC 10,649 9,502
ASHTEAD GROUP PLC 6,373 5,379
ASM INTERNATIONAL NV 6,789 5,692
ASML HOLDING NV NY REG SHS 7,753 6,238
ASTRAZENECA 11,321 9,566
AUTOLIV INC 7,242 6,284
AUTOZONE INC 15,281 16,010
AXA ADS 3,545 3,558
BAE SYSTEMS PLC 7,546 6,288
BAIRD MIDCAP FUND INSTL 4,240 4,279
BANK OF IRELAND GROUP 6,111 5,216
BARCLAYS PLC ADR 5,388 6,180
BARRICK GOLD CORPORATION 18,442 16,384
BERKSHIRE HATHAWAY INC. CLASS 7,981 7,706
BIO RAD LABS INC CL A 9,240 9,527
BLACKROCK EQUITY DIVID FD 5,100 4,875
BLACKROCK EVENT DRIVEN EQUITY 36,762 36,290
BLACKROCK GLOBAL EQUITY MRKT N 14,942 14,390
BLACKROCK GLOBAL LONG/SHORT CR 14,577 14,042
BLACKROCK HIGH YIELD BOND PORT 13,505 13,819
BOEING CO 31,136 32,214
BOSTON PPTYS INC 9,997 10,410
BP PLC SPONSORED ADR 2,660 2,335
BRIDGESTONE CORP UNSP ADR 5,875 4,849
BRISTOL-MYERS SQUIBB CO 23,009 25,961
BROADCOM INC 16,381 22,257
BROADRIDGE FINANCIAL 10,144 11,078
BUREAU VERITAS SA 6,709 6,088
BYD CO LTD UNSP/ADR 2,044 1,971
CALAMOS MARKET NEUTRAL FD CL I 14,649 14,885
CAPITEC BANK HLDGS 2,796 3,670
CATALYST MILLBURN HEDGE STRATE 14,909 14,829
CATERPILLAR INC 25,217 25,030
CBRE GROUP 17,330 21,269
CENCORA INC 11,300 11,009
CENTENE CORP 37,825 33,804
CHAMPIONX CORP 6,574 5,601
CHEVRON CORP 22,612 21,581
CHINA MERCHANTS BANK 3,620 4,419
CHIPOTLE MEX GRILL 1,978 2,171
CIGNA CORPORATION 24,376 20,158
CISCO SYSTEMS INC 15,509 17,819
CITIGROUP INC 28,310 31,394
COCA COLA EUROPEAN PARTNERS PL 4,850 4,916
COCA COLA FEMSA SA 3,603 3,116
COMPASS GROUP PLC ADR 6,120 6,752
CONOCOPHILLIPS 2,164 1,983
CONSUMER DISCRETIONARY SELECT 4,379 6,282
CONSUMER STAPLES SELECT SECTOR 4,966 5,345
CONVATEC GROUP PLC UNSP ADR 4,738 4,301
CORNING INC 23,562 26,849
COSAN ADR REPRESENTING 1,803 838
COTERRA ENERGY INC 9,618 9,578
CSX CORP 34,648 33,077
CUMMINS INC 10,156 11,852
CVS CAREMARK CORP 23,847 18,764
D R HORTON 30,355 24,888
DAIFUKU CO LTD UNSPONSRED ADS 3,742 4,456
DARDEN RESTAURANTS INC 12,991 15,309
DAVIDE CAMPARI MILANO NV UNSPO 5,135 3,600
DENTSPLY SIRONA INC 5,627 4,005
DEUTSCHE BOERSE ADR 6,134 6,673
DEUTSCHE TELE AG ADS 4,899 5,433
DODGE & COX INCOME FUND 13,295 13,151
DODGE & COX STOCK 4,761 5,215
DOMINI INTERNATIONAL SOCIAL EQ 5,596 6,269
DOORDASH ORD SHS CLASS A 5,786 7,549
DOVER CORP 12,566 12,757
DSFIY 5,902 5,029
DSV UNSP ADR EACH REPR 0.5 ORD 5,731 6,691
EASTMAN CHEMICAL CO 9,752 8,767
EATON CORP PLC 4,405 4,646
EATON VANCE GLBL MCRO ABS RET 29,740 28,852
EBARA CORPORATION 6,244 6,694
EDWARDS LIFESCIENCES 1,550 1,481
ELI LILLY & CO 21,549 18,528
EMBRAER EMPRESA BR 3,849 4,365
ENTEGRIS INC 15,538 12,383
EPAM SYSTEMS INC 28,532 31,800
EPIROC AB 7,321 6,545
EXPERIAN GROUP LTD S/ADR 10,985 9,956
FAIR ISSAC & CO INC 13,328 15,927
FIRST ENERGY CORP 21,921 21,203
FREEPORT-MCMORAN COPPER & GOLD 30,379 25,590
FUJITSU LTD ADR OTC 8,091 8,042
GATX CORP INC 9,053 10,227
GEN DYNAMICS CP 9,144 8,168
GLOBAL PAYMENTS INC 9,937 10,310
GLOBANT SA 3,784 4,074
GOLDMAN SACHS GROUP 6,993 8,017
GOTHAM ABSOLUTE RETURN FUND 13,962 12,163
GOTHAM INDEX 500 PLUS FUND 6,907 7,192
GRAINGER W W INC 5,978 6,324
GRUPO FIN ADR 2,687 1,958
HALEON PLC 5,992 6,201
HDFC BANK LTD ADR 8,324 9,068
HEINEKEN N V S ADR 6,662 5,095
HELMERICH PAYNE 5,851 5,187
HEXCEL CP DELAWARE 8,410 8,026
HITACHI LTD 7,455 7,815
HOME DEPOT INC 3,690 3,501
HOULIHAN LOKEY INC 14,559 17,192
HUBSPOT INC 4,055 4,877
ICICI BK LTD ADS 6,567 7,346
ICON PLC - AMERICAN DEPOSITARY 6,659 4,404
IMCD GROUP 7,276 6,759
ING GROUP N V SPONSORED ADR 4,990 4,403
INTERCONTINENTAL EXCHANGE, INC 14,634 14,603
INTERNATIONAL BUSINESS MACHINE 7,807 7,694
INTUIT 6,272 6,285
INTUITIVE SURGICAL 13,279 15,137
INVESCO QQQ TRUST 4,108 6,135
IQVIA HOLDINGS INC 10,501 8,646
ISHARE SP SMALL CAP 600 INDEX 470,078 497,749
ISHARES RUSSELL 2000 3,263 3,756
ISHARES S&P 500 INDEX FD 1,340,269 1,462,869
ISHARES TR S & P MIDCAP 400 IN 809,409 844,300
ISHARES TRUST RUSSELL 1000 GRO 4,317 6,024
JD.COM, INC 2,044 2,427
JOHNSON & JOHNSON 5,126 5,062
JP MORGAN CHASE 25,054 28,046
JPMORGAN HEDGED EQUITY FUND CL 14,113 14,940
JULIUS BAER GROUP LTD 4,606 5,112
KBC GROUP SA UNSP ADR 5,723 5,863
KERRY GROUP PLC 6,918 7,496
KEYCORP 9,016 9,770
KEYSIGHT TECHNOLOGIES INC 12,044 12,850
KKR & CO INC 8,556 10,354
LABCORP HLDGS INC (LABORATORY 9,203 9,861
LAM RESEARCH CORP 3,012 2,528
LASERTEC ADR 5,401 3,412
LAZARD INTL STRATEGY EQUITY PO 5,609 5,136
LEGG MASON BW GLOBAL OP BD-IS 227,690 213,503
LEONARDO S.P.A. AMER DEP RECEI 5,006 5,661
LONDON STK EXCHANGE GROUP 9,400 10,564
LONZA GROUP AG UNSP/ADR 6,287 6,172
LOWES COMPANIES INC 25,894 25,667
LVMH MOET HENN UNSP 6,490 6,273
MAKEMYTRIP LIMITED 1,583 1,684
MARATHON PETROLEUM CORP 21,952 18,693
MARTIN CURRIE SMA-SHARES SERIE 89,857 78,106
MASCO CORP 16,587 15,675
MASTERCARD INC 20,867 23,169
MATERIALS SELECT SECTOR SPDR 4,923 4,964
MCDONALD'S CORP 6,418 6,667
MCKESSON CORP 6,092 6,269
MEITUAN DIANPING UNSPONSORED A 3,483 5,162
MERCADOLIBRE, INC 11,054 10,203
MERCK KGAA SPON ADR EACH REPR 6,344 5,068
META PLATFORMS INC 40,460 45,669
METLIFE INC 20,145 21,534
METROPOLITAN WEST TOTAL RETURN 1,166,605 1,151,433
MICROSOFT CORP 54,036 53,108
MINTH GROUP UNSPONSORED ADR RE 1,244 1,394
MITSUBISHI UFJ FINANCIAL GROUP 9,621 10,794
MORGAN STANLEY 22,020 26,275
MTU AERO ENGINES 4,846 5,633
MURPHY OIL CP HLDG 5,077 4,025
NATERA INC 1,844 1,741
NATWEST GROUP ADR REPRESENTING 5,826 6,356
NETFLIX INC 18,746 24,957
NEUBERGER BERMAN ALTRNTIVE FDS 43,766 45,337
NOMURA RESEARCH INST LTD 4,593 4,172
NOVO NORDISK A S 14,409 10,064
NVIDIA CORP 68,406 76,947
ORACLE CORP 12,544 14,331
PACKAGING CORP AMER 9,346 10,581
PALO ALTO NETWORKS INC 3,963 4,367
PARNASSUS MID CAP FUND 4,400 4,463
PAYPAL HOLDINGS, INC 5,709 5,975
PG & E CORP 26,277 28,757
PHILIP MORRIS INTL 19,492 21,543
PIMCO TOTAL RETURN FUND 13,480 13,190
PING AN INSURANCE GROUP ADR 2,858 3,597
PROGRESSIVE CORP OHIO 16,694 17,492
PSZKY 1,738 1,712
PT BANK NEGARA INDONESIA 1,859 1,349
PT BANK RAKYAT ADR 3,809 2,753
QIAGEN NV 9,730 9,752
QUALCOMM INC 19,405 16,898
QUANTA SVCS INC 5,491 6,005
RAYMOND JAMES FINANCIAL INC 13,003 16,310
RAYTHEON TECHNOLOGIES CORP 22,963 23,723
REGENERON PHARMACEUTICALS INC 9,680 6,411
REINSURANCE GROUP AMER INC 15,440 15,809
RELX PLC 6,962 6,858
RENAISSANCERE HOLDINGS LTD 11,903 12,192
RENESAS ELECTRONICS CORP 5,926 4,605
RENTOKIL INITIAL PLC SPON ADR 7,803 7,115
REPUBLIC SVCS INC 18,329 18,911
ROSS STORES, INC 11,169 11,194
SAFRAN SA - UNSPON ADR 6,650 6,431
SALESFORCE.COM 7,963 7,690
SANDOZ GROUP AG 3,923 4,050
SAP AKTIENGESELL ADS 10,552 12,557
SBA COMMUNICATIONS CORP 8,105 7,541
SCHLUMBERGER LTD 6,087 5,214
SCOTTS CO. CLASS A 9,684 8,823
SEALED AIR CORP 6,904 6,394
SELECT SECTOR SPDR ENERGY FUND 5,030 5,054
SELECT SECTOR SPDR INDUSTRIAL 4,363 5,534
SELECT SECTOR SPDR UTILITIES 5,336 6,207
SENSATA TECHNOLOGIES HOLDINGS 9,642 7,042
SERVICE NOW 13,784 16,962
SHELL ADR EACH REPRESENTING 2 5,061 4,511
SHOPIFY INC 3,325 4,041
SIEMENS AG 7,547 7,251
SIEMENS HEALTHINEERS AG 3,529 3,289
SKYWORKS SOLUTIONS, INC 10,437 8,957
SMC CORPORATION 7,221 5,736
SNAP ON INC 11,254 13,240
SONOVA HOLDING AG AD 5,218 5,138
SONY GROUP CORP 6,733 7,977
SOUTHWEST AIRLINES 16,379 18,861
SPDR S&P 500 ETF TRUST 26,469 36,923
SPOTIFY TECHNOLOGY SA 6,668 8,948
STARBUCKS CORP COM 4,196 4,106
STIFEL FINANCIAL CP 12,881 15,700
SYMRISE AG UNSPONSORED 9,858 8,504
SYNOPSYS, INC 13,192 11,649
SYSCO CORP 8,468 8,564
T ROWE PRICE BLUE CHIP CLASS I 3,907 5,649
TAIWAN SEMICONDUCTOR MFG CO LT 28,007 34,956
TECHNIPFMC PLC 20,539 21,908
TECHNOLOGY SPDR 3,899 5,813
TENCENT HOLDINGS LIMITED 12,979 16,326
TENCENT MUSIC ENTERTAINMENT GR 3,769 3,519
TERADATA CORPORATION 12,913 12,335
TERUMO CORP 6,115 6,455
TESLA MOTORS INC 21,556 28,673
THE BLACKSTONE GROUP INC CL A 8,461 9,483
THE COCA-COLA CO 10,055 9,028
THE TRADE DESK INC 3,026 3,526
THERMO FISHER SCIENTIFIC INC 5,407 4,682
TJX COMPANIES INC 8,337 9,302
TOKYO ELECTRON LTD 6,774 5,586
TOYOTA MTR CORP 4,766 5,254
TRANE TECHNOLOGIES PLC 5,801 5,910
TRANSDIGM GRP INC 10,437 10,138
TRIP COM GROUP ADR 2,058 2,884
UBER 4,413 3,680
ULTA SALON, COSMETICS & FRAGRA 9,222 10,003
UNICREDIT SPA 7,100 7,153
UNILEVER PLC AMER 9,068 8,789
UNION PACIFIC 2,468 2,508
UNIVERSAL MUSIC GROUP 6,069 6,278
VANGUARD 500 INDEX FUND ADM 4,324 5,849
VANGUARD FTSE DEVELOPED MARKET 648,714 620,464
VANGUARD FTSE EMERGING MARKETS 349,453 354,521
VANGUARD INFLATION-PROTECTED S 13,855 13,067
VANGUARD MID-CAP ETF 4,216 5,018
VANGUARD ST BOND ETF 13,115 13,290
VERIZON COMMUNICATIONS 35,839 34,911
VERTIV CL A 2,685 3,408
VICTORY MARKET NEUTRAL INCOME 7,497 7,505
WAL-MART DE MEX V SP/ADR 2,538 1,795
WAL-MART STORES INC 4,240 4,156
WEC ENERGY GROUP, INC 9,890 10,627
WEG SA BRAZIL SPONSORED ADR 3,500 4,139
WELLS FARGO & CO 20,069 23,249
WILLIAMS COS 18,493 22,189
WIZEY 2,316 2,855
WOODWARD INC 11,874 11,649

TY 2024 InvestmentsOtherSchedule2
Name:
The Steedman Family Foundation
EIN:
83-3030267
Category/ Item Listed at Cost or FMV Book Value End of Year Fair Market Value
BLACKSTONE REAL ESTATE INC TRU   50,000 49,807
HAMILTON LANE PRIVATE ASSETS F   300,000 307,494
IRONWOOD INSTITUTIONAL MULTI-S   400,000 409,499
NUVEEN GLOBAL CITIES REAL ESTA   25,000 25,000

TY 2024 OtherExpensesSchedule
Name:
The Steedman Family Foundation
EIN:
83-3030267
Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
Administrative Fees 18,212     18,212
Bank Charges 504 504    
State or Local Filing Fees 25     25


TY 2024 OtherProfessionalFeesSchedule
Name:
The Steedman Family Foundation
EIN:
83-3030267
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
Investment Management Services 22,281 22,281    


TY 2024 SubstantialContributorsSch
Name:
The Steedman Family Foundation
EIN:
83-3030267
Name Address
The Richard Steedman Trust 55 Outerbridge Circle
Hilton Head,SC29926