Form990-PF

Department of the Treasury
Internal Revenue Service

Return of Private Foundation
or Section 4947(a)(1) Trust Treated as Private Foundation
Do not enter social security numbers on this form as it may be made public.
Go to www.irs.gov/Form990PF for instructions and the latest information.
OMB No. 1545-0047
2025
Open to Public Inspection
For calendar year 2025, or tax year beginning 01 - 01 2025, and ending 12 - 31, 20 25
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
Wilmington
State or province
DE
Country  
ZIP or foreign postal code
198091377
A Employer identification number

83-3030267
B Telephone number (see instructions)

8008391754
C
G Check all that apply:

D 1. Foreign organizations, check here.............
2. Foreign organizations meeting the 85%
test, check here and attach computation ...
E
H Check type of organization:
F
I Fair market value of all assets at end
of year (from Part II, col. (c),
line 16)$11,471,794
J 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 .................
3 Interest on savings and temporary cash investments 29,233 29,233  
4 Dividends and interest from securities... 234,724 234,724  
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 121,569
b Gross sales price for all assets on line 6a 1,543,055
7 Capital gain net income (from Part IV, line 2)... 121,569
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........ 385,526 385,526  
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).... 51,403 51,403    
17 Interest...............        
18 Taxes (attach schedule) (see instructions)... 8,760      
19 Depreciation (attach schedule) and depletion...      
20 Occupancy..............        
21 Travel, conferences, and meetings.......        
22 Printing and publications..........        
23 Other expenses (attach schedule)....... 10,642 51   10,591
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 70,805 51,454   10,591
25 Contributions, gifts, grants paid....... 137,000 137,000
26 Total expenses and disbursements. Add lines 24 and 25 ................ 207,805 51,454   147,591
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements 177,721
b Net investment income (if negative, enter -0-) 334,072
c Adjusted net income (if negative, enter -0-)... 0
For Paperwork Reduction Act Notice, see instructions.
Cat. No. 11289X Form 990-PF (2025)
Form 990-PF (2025)
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......... 776,961 538,391 538,391
3 Accounts receivable  
Less: allowance for doubtful accounts        
4 Pledges receivable  
Less: allowance for doubtful accounts        
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)  
Less: allowance for doubtful accounts        
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)....... 8,353,217 Click to see attachment
List of Attached Documents:
// Content
8,409,341
9,724,662
c Investments—corporate bonds (attach schedule).......      
11 Investments—land, buildings, and equipment: basis  
Less: accumulated depreciation (attach schedule)        
12 Investments—mortgage loans.............      
13 Investments—other (attach schedule).......... 775,000 Click to see attachment
List of Attached Documents:
// Content
1,135,167
1,208,741
14 Land, buildings, and equipment: basis  
Less: accumulated depreciation (attach schedule)        
15 Other assets (describe )      
16 Total assets (to be completed by all filers—see the
instructions. Also, see page 1, item I) 9,905,178 10,082,899 11,471,794
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 )    
23 Total liabilities (add lines 17 through 22)......... 0 0
Net Assets or Fund Balances Foundations that follow FASB ASC 958, check here
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
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 9,905,178 10,082,899
29 Total net assets or fund balances (see instructions)..... 9,905,178 10,082,899
30 Total liabilities and net assets/fund balances (see instructions). 9,905,178 10,082,899
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
9,905,178
2
Enter amount from Part I, line 27a .....................
2
177,721
3
Other increases not included in line 2 (itemize)
3
 
4
Add lines 1, 2, and 3 ..........................
4
10,082,899
5
Decreases not included in line 2 (itemize)
5
 
6
Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, line 29, column (b) ..
6
10,082,899
Form 990-PF (2025)
Form 990-PF (2025)
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 1,543,055   1,421,486 121,569
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       121,569
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 2 121,569
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 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 4,644
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 4,644
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 4,644
6 Credits/Payments:
a 2025 estimated tax payments and 2024 overpayment credited to 2025 6a 4,400
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 4,400
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 1
9 Tax due. If the total of lines 5 and 8 is more than line 7, enter amount owed....... 9 245
10 Overpayment. If line 7 is more than the total of lines 5 and 8, enter the amount overpaid... 10  
11 Enter the amount of line 10 to be: Credited to 2026 estimated tax   Refunded 11 0
For Refunded amount, also complete and attach Form 8050. See instructions.
Form 990-PF (2025)
Form 990-PF (2025)
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. $   (2) On foundation managers.$  
e
Enter the reimbursement (if any) paid by the foundation during the year for political expenditure tax imposed
on foundation managers.$  
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)
DE
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 2025 or the taxable year beginning in 2025? 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 address  
14
The books are in care ofFoundation Source Telephone no. (800) 839-1754

Located at501 Silverside Road Suite 123WilmingtonDE ZIP+4198091377
15
Section 4947(a)(1) nonexempt charitable trusts filing Form 990-PF in lieu of Form 1041 —check here .........
and enter the amount of tax-exempt interest received or accrued during the year ........
15
 
16 At any time during calendar year 2025, 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
Form 990-PF (2025)
Form 990-PF (2025)
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 ........
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 2025? .............
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 2025, did the foundation have any undistributed income (Part XII, lines 6d
and 6e) for tax year(s) beginning before 2025?....................
2a
 
No
If "Yes," list the years 20, 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.
20, 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 2025 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 Form 4720, Schedule C, to determine
if the foundation had excess business holdings in 2025.).....................
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 2025? ..
4b
 
No
Form 990-PF (2025)
Form 990-PF (2025)
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 .........
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
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...................  
Form 990-PF (2025)
Form 990-PF (2025)
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
Bank of America Investment Mgmt 51,403
PO BOX 830269
DALLAS,TX75283
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.........................  
Form 990-PF (2025)
Form 990-PF (2025)
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
9,072,478
b
Average of monthly cash balances.......................
1b
660,727
c
Fair market value of all other assets (see instructions)................
1c
1,036,004
d
Total (add lines 1a, 1b, and 1c).......................
1d
10,769,209
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
10,769,209
4
Cash deemed held for charitable activities. Enter 1.5% (0.015) of line 3 (for greater amount, see
instructions) .............................
4
161,538
5
Net value of noncharitable-use assets. Subtract line 4 from line 3. ............
5
10,607,671
6
Minimum investment return. Enter 5% (0.05) of line 5 ................
6
530,384
Part X
Distributable Amount (see instructions) (Section 4942(j)(3) and (j)(5) private operating foundations and certain foreign organizations check here and do not complete this part.)
1
Minimum investment return from Part IX, line 6..................
1
530,384
2a
Tax on investment income for 2025 from Part V, line 5 .......
2a
4,644
b
Income tax for 2025. (This does not include the tax from Part V.) ...
2b
 
c
Add lines 2a and 2b............................
2c
4,644
3
Distributable amount before adjustments. Subtract line 2c from line 1............
3
525,740
4
Recoveries of amounts treated as qualifying distributions................
4
 
5
Add lines 3 and 4............................
5
525,740
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
525,740
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, line 26, column (d) ..........
1a
147,591
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
147,591
Form 990-PF (2025)
Form 990-PF (2025)
Page 9
Part XII
Undistributed Income (see instructions)
(a)
Corpus
(b)
Years prior to 2024
(c)
2024
(d)
2025
1 Distributable amount for 2025 from Part X, line 7 525,740
2 Undistributed income, if any, as of the end of 2025:
a Enter amount for 2024 only....... 48,974
b Total for prior years:2023, 2022, 2021  
3 Excess distributions carryover, if any, to 2025:
a From 2020......  
b From 2021......  
c From 2022......  
d From 2023......  
e From 2024......  
f Total of lines 3a through e ........  
4Qualifying distributions for 2025 from Part
XI, line 4: $ 147,591
a Applied to 2024, but not more than line 2a 48,974
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 2025 distributable amount..... 98,617
e Remaining amount distributed out of corpus 0
5 Excess distributions carryover applied to 2025.    
(If an amount appears in column (d), the
same amount must be shown in column (a).)
6Enter the net total of each column as
indicated below:
a Corpus. Add lines 3f, 4c, and 4e. Subtract line 5 0
b Prior years’ undistributed income. Subtract
line 4b from line 2b ..........
 
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 2024. Subtract line
4a from line 2a. Taxable amount—see
instructions .............
 
f Undistributed income for 2025. Subtract
lines 4d and 5 from line 1. This amount must
be distributed in 2026 ..........
427,123
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 2020 not
applied on line 5 or line 7 (see instructions) ...
 
9 Excess distributions carryover to 2026.
Subtract lines 7 and 8 from line 6a ......
0
10 Analysis of line 9:
a Excess from 2021 ....  
b Excess from 2022 ....  
c Excess from 2023 ....  
d Excess from 2024 ....  
e Excess from 2025 .... 0
Form 990-PF (2025)
Form 990-PF (2025)
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 2025, enter the date of the ruling ......
 
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) 2025 (b) 2024 (c) 2023 (d) 2022
         
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, 3b, or 3c 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 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, 2b, 2c, and 2d. 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 (2025)
Form 990-PF (2025)
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

CITY DOGS RESCUE

1812 1/2 11TH ST NW
WASHINGTON,DC20001
N/A   General & Unrestricted 15,000

CITYMEALS-ON-WHEELS

360 LEXINGTON AVE 9TH FL
NEW YORK,NY10017
N/A   General & Unrestricted 5,000

HOMECREST COMMUNITY SERVICES INC

1413 AVE T
BROOKLYN,NY11229
N/A   General & Unrestricted 20,000

HOUSE OF RUTH

5 THOMAS CIR NW
WASHINGTON,DC20005
N/A   General & Unrestricted 10,000

INTERNATIONAL ANIMAL RESCUE US

PO BOX 137
SHREWSBURY,MA01545
N/A   General & Unrestricted 5,000

INTERNATIONAL RESCUE COMMITTEE

440 GRAND AVE STE 500
OAKLAND,CA94610
N/A   General & Unrestricted 10,000

KARMA CAT & ZEN DOG RESCUE SOCIETY

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

LIONS DISTRICT 20-R2 FOUNDATION

160 ALLEN ST APT 20
NEW YORK,NY10002
N/A   General & Unrestricted 2,000

PBS FOUNDATION

1225 S CLARK ST
ARLINGTON,VA22202
N/A   General & Unrestricted 15,000

THE HUMANE LEAGUE

PO BOX 10476
ROCKVILLE,MD20849
N/A   General & Unrestricted 15,000

WORLD CENTRAL KITCHEN INCORPORATED

PO BOX 96538
WASHINGTON,DC20090
N/A   General & Unrestricted 25,000

YOUNG AT HEART CHORUS INCORPORATED

30 N MAPLE ST
FLORENCE,MA01062
N/A   General & Unrestricted 5,000
Total ................................. 3a 137,000
bApproved for future payment
Total ................................. 3b  
Form 990-PF (2025)
Form 990-PF (2025)
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 29,233  
4 Dividends and interest from securities ....     14 234,724  
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 ............
    18 121,569  
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) ..   385,526  
13Total. Add line 12, columns (b), (d), and (e)..................
13
385,526
(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 (2025)
Form 990-PF (2025)
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.
May the IRS discuss this return
with the preparer shown below?
See instructions.
Signature of officer or trustee Date Title
Paid Preparer Use Only Preparer's name Preparer's Signature Date Check if self-
employed
PTIN
Firm's name
Firm's EIN
Firm's address


Phone no.
Form 990-PF (2025)
Additional Data


Software ID:  
Software Version:  


Form 990PF - Special Condition Description:
Special Condition Description

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

TY 2025 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 2025 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 9,276 10,727
ABBEY CAPITAL FUTURES STRATEGY 30,792 29,587
ABBEY CAPITAL MULTI ASSET FUND 17,619 16,490
ABBOTT LABS 5,391 5,262
ABBVIE INC 5,884 7,540
ACCOR SA 5,902 7,533
ADVANCED MICRO DEVICES INC 9,076 7,710
ADYEN N.V. 5,045 5,973
AES CORP 35,335 34,975
AGILENT TECHNOLOGIES INC 11,466 11,022
AIA GROUP LTD ADR 2,952 3,980
AIRBUS GROUP 6,772 6,892
AKAMAI TECH COM STK 11,619 10,208
ALBEMARLE CP 9,505 13,578
ALCON INC 9,060 7,960
ALIBABA GROUP HOLDING LTD 19,586 25,945
ALNYLAM PHARMACEUTICALS, INC 3,435 3,977
ALPHABET INC CL A 12,546 21,910
ALPHABET INC CL C 32,546 53,031
AMAZON COM 25,302 27,006
AMER INTERNATIONAL GROUP INC 24,389 27,975
AMERICAN TOWER REIT INC 38,899 34,236
AMERICOLD REALTY TRUST 11,068 5,646
AMPHENOL CORPORATION 4,428 7,298
ANHEUSER BUSCH COS INC 12,984 12,552
AON PLC CL A 5,238 5,646
APPLE INC 57,732 68,508
APPLIED MATERIALS INC 25,240 37,521
APPLOVIN CORP 5,059 8,760
AQR DIVERSIFIED ARBITRAGE FUND 38,838 40,890
ARCELORMITTAL 5,416 8,567
ARROW ELECTRONICS INC 10,649 9,255
ASHTEAD GROUP PLC SPONRD ADS 8,623 8,489
ASM INTERNATIONAL NV 6,789 6,034
ASML HOLDING NV NY REG SHS 7,753 9,629
ASTRAZENECA PLC SP ADR 10,123 11,767
AUTOZONE INC 15,281 16,958
AXA ADS 8,301 10,510
BAE SYSTEMS PLC 6,982 9,660
BANK OF IRELAND GROUP 3,953 6,870
BARCLAYS PLC ADR 5,388 11,834
BARRICK MINING CORP 17,454 35,232
BAYER A G SPONSORED ADR 5,752 8,916
BERKSHIRE HATHAWAY INC. CLASS 4,609 5,027
BIO RAD LABS INC CL A 9,240 8,787
BLACKROCK EVENT DRIVEN EQUITY 39,774 40,789
BLACKROCK GLOBAL EQUITY MRKT N 15,278 15,899
BLACKROCK GLOBAL LONG/SHORT CR 15,615 15,168
BOEING CO 28,471 36,476
BOSTON PPTYS INC 9,997 9,447
BRISTOL-MYERS SQUIBB CO 23,662 25,837
BROADCOM INC 27,065 44,647
BROADRIDGE FINANCIAL 8,554 9,150
BUREAU VERITAS SA 8,656 8,345
BYD CO LTD UNSP/ADR 2,690 2,652
C H ROBINSON WORLDWIDE INC 10,029 12,057
CALAMOS MARKET NEUTRAL FD CL I 14,649 15,653
CAPITEC BANK HLDGS 2,796 5,639
CARVANA CO. 6,030 7,174
CATALYST MILLBURN HEDGE STRATE 15,763 16,326
CATERPILLAR INC 12,301 20,050
CBRE GROUP 14,088 20,420
CELESTICA INC. SV 2,621 3,843
CENCORA INC 9,180 13,510
CENTENE CORP 45,328 32,179
CHARLES SCHWAB CORP 4,479 5,795
CHECK POINT SOFTWARE TECHNOLOG 6,423 6,309
CHEVRON CORP 22,612 22,709
CHINA MERCHANTS BANK 3,620 5,919
CIENA CORP 3,950 4,677
CIGNA CORPORATION 33,435 30,275
CITIGROUP INC 17,817 31,856
CLICKS GROUP LIMITED 2,095 2,073
CLOUDFLARE, INC. 7,597 7,295
COMMERZBANK AG-SPONS ADR 4,060 4,321
COMPAGNIE DE SAINT G 8,497 8,580
COMPASS GROUP PLC ADR 7,928 8,013
CONSTELLATION BRANDS INC 36,350 29,937
CONVATEC GROUP PLC UNSP ADR 11,989 11,907
CORNING INC 13,738 27,056
COTERRA ENERGY INC 9,618 9,870
CROWDSTRIKE HOLDINGS, INC 5,390 5,156
CSX CORP 30,481 32,625
CUMMINS INC 10,156 17,355
CVS CAREMARK CORP 24,024 33,411
D R HORTON 17,923 14,979
DAIFUKU CO LTD UNSPONSRED ADS 3,742 6,768
DARDEN RESTAURANTS INC 10,431 12,329
DEERE CO 3,763 3,725
DEUTSCHE BOERSE ADR 4,741 5,784
DINO POLSKA UNSPONSORED POLAND 2,305 1,859
DOORDASH ORD SHS CLASS A 2,927 3,850
DOVER CORP 12,566 13,276
DSFIY 8,839 6,139
DSV UNSP ADR EACH REPR 0.5 ORD 8,498 10,486
EAST WEST BANCORP, INC 7,773 11,576
EASTMAN CHEMICAL CO 9,752 6,128
EATON VANCE GLBL MCRO ABS RET 30,446 33,336
ELI LILLY & CO 19,603 19,344
EMCOR GROUP INC 10,947 10,400
ENTEGRIS INC 17,215 14,070
EPAM SYSTEMS INC 35,917 38,722
EPIROC AB 4,736 5,373
ERSTE BK DER OEST SP 7,514 13,674
EXPERIAN GROUP LTD S/ADR 9,505 8,944
FLUTTER ENTERTAINMENT ORD SHS 5,539 4,301
FREEPORT-MCMORAN COPPER & GOLD 34,858 41,394
FUJITSU LTD ADR OTC 6,580 10,108
GATX CORP INC 9,053 11,194
GE VERNOVA 13,407 13,725
GEN DYNAMICS CP 9,144 10,436
GENERAL ELECTRIC CO 10,570 12,013
GILEAD SCIENCES INC 5,397 6,137
GLOBAL PAYMENTS INC 9,937 7,121
GLOBANT SA 1,671 588
GOLDMAN SACHS GROUP 11,960 17,580
GOTHAM ABSOLUTE RETURN FUND 16,663 16,017
GOTHAM INDEX 500 PLUS FUND 6,907 8,512
GRUPO FIN ADR 2,687 2,832
HALEON PLC 5,579 5,874
HDFC BANK LTD ADR 8,534 10,597
HEIDELBERG MATERIALS AG ADR 3,914 4,138
HELMERICH PAYNE 5,851 4,646
HEXCEL CP DELAWARE 12,022 14,411
HIMS & HERS HEALTH, INC 3,609 2,273
HITACHI LTD 9,365 12,012
HOULIHAN LOKEY INC 9,774 10,800
ICICI BK LTD ADS 6,759 7,510
ICON PLC - AMERICAN DEPOSITARY 6,659 3,827
IMCD GROUP 7,276 4,118
ING GROUP N V SPONSORED ADR 6,815 10,444
INSMED INC COM DE 9,072 13,923
INTER & CO INC CLASS A 1,033 1,255
INTERCONTINENTAL EXCHANGE, INC 11,653 12,309
INTERNATIONAL BUSINESS MACHINE 10,598 13,033
INTUIT 6,272 6,624
IQVIA HOLDINGS INC 16,516 18,033
ISHARE SP SMALL CAP 600 INDEX 472,375 521,580
ISHARES S&P 500 INDEX FD 1,471,829 1,856,186
ISHARES TR S & P MIDCAP 400 IN 875,829 966,965
JD.COM, INC 1,743 1,693
JOHNSON & JOHNSON 8,174 9,106
JP MORGAN CHASE 19,105 28,033
JPMORGAN HEDGED EQUITY FUND CL 14,113 15,948
KEYSIGHT TECHNOLOGIES INC 12,044 16,255
KION GROUP AG GERMANY 4,010 6,402
L'OREAL ADR 9,995 11,135
LABCORP HLDGS INC (LABORATORY 9,203 10,788
LEGG MASON BW GLOBAL OP BD-IS 205,501 210,135
LONDON STK EXCHANGE GROUP 9,884 9,416
LOWES COMPANIES INC 30,713 30,145
LVMH MOET HENN UNSP 10,586 11,462
MAKEMYTRIP LIMITED 1,583 1,232
MARATHON PETROLEUM CORP 16,854 17,239
MARTIN CURRIE SMA-SHARES SERIE 103,052 135,062
MASCO CORP 16,587 13,707
MASTERCARD INC 22,164 26,260
MCDONALD'S CORP 4,133 4,279
MCKESSON CORP 5,653 8,203
MERCADOLIBRE, INC 11,054 12,086
META PLATFORMS INC 20,879 23,763
METLIFE INC 20,145 20,761
METROPOLITAN WEST TOTAL RETURN 1,140,903 1,164,644
MICROSOFT CORP 81,443 88,501
MITSUBISHI UFJ FINANCIAL GROUP 7,996 12,085
MORGAN STANLEY 22,020 37,104
MURPHY OIL CP HLDG 5,077 4,156
NATERA INC 8,098 10,309
NATWEST GROUP ADR REPRESENTING 5,826 10,938
NETFLIX INC 5,596 6,657
NEUBERGER BERMAN ALTRNTIVE FDS 44,085 48,898
NOVO NORDISK A S 15,514 6,665
NU HOLDINGS LTD 2,478 2,528
NVIDIA CORP 86,010 119,546
ORACLE CORP 15,797 10,135
PACKAGING CORP AMER 9,346 9,693
PALANTIR TECHNOLOGIES INC 12,449 14,042
PALO ALTO NETWORKS INC 2,337 2,395
PG & E CORP 33,843 31,047
PHILIP MORRIS INTL 29,286 36,411
PING AN INSURANCE GROUP ADR 2,376 4,296
PROGRESSIVE CORP OHIO 8,220 7,515
PRYSMIAN SPA MILANO 3,393 5,225
PSZKY 2,025 3,235
PT BANK CENTRAL ASIA TBK 2,636 2,550
QIAGEN NV 12,333 12,322
QUALCOMM INC 20,438 20,868
QUANTA SVCS INC 3,391 4,643
RAYMOND JAMES FINANCIAL INC 10,702 13,811
RAYTHEON TECHNOLOGIES CORP 24,363 36,497
RECRUIT HOLDINGS CO 6,782 6,773
REINSURANCE GROUP AMER INC 15,440 15,056
RELX PLC 8,474 7,397
RENAISSANCERE HOLDINGS LTD 11,903 13,777
RENESAS ELECTRONICS CORP 6,704 5,787
REPUBLIC SVCS INC 13,858 14,835
ROBINHOOD 7,813 9,614
ROBLOX ORD SHS CLASS A 7,843 4,862
ROSS STORES, INC 11,169 13,330
ROYAL GOLD INC COM 7,285 8,892
RWE AKTIENGESELLSCHAF 7,751 11,035
SAFRAN SA - UNSPON ADR 5,147 7,922
SAGE GROUP PLC UNS/ADR 3,959 3,369
SALESFORCE.COM 29,950 32,849
SANDOZ GROUP AG 3,233 5,749
SANDVIK AB SPONS ADR 3,723 5,234
SAP AKTIENGESELL ADS 9,425 10,931
SBA COMMUNICATIONS CORP 8,105 7,157
SCHLUMBERGER LTD 16,934 15,736
SCHNEIDER ELEC UNSP/ADR 10,246 10,053
SCOTTS CO. CLASS A 12,871 11,203
SEA LTD 6,714 5,103
SENSATA TECHNOLOGIES HOLDINGS 9,642 8,556
SERVICE NOW 9,565 7,660
SHOPIFY INC 9,008 11,590
SIEMENS AG 11,665 15,395
SIEMENS ENERGY AG 7,297 15,136
SIEMENS HEALTHINEERS AG 4,013 3,856
SKYWORKS SOLUTIONS, INC 13,614 9,765
SNAP ON INC 11,254 13,439
SNOWFLAKE INC 1,776 2,194
SOCIETE GENERLE FRNCE ADR 5,157 6,557
SOFI TECHNOLOGIES ORD SHS 6,272 7,121
SOUTHWEST AIRLINES 23,425 31,783
STIFEL FINANCIAL CP 10,777 15,026
SYMRISE AG UNSPONSORED 8,045 5,231
SYNOPSYS, INC 16,135 13,622
SYSCO CORP 8,468 8,253
TAIWAN SEMICONDUCTOR MFG CO LT 25,378 41,025
TECHNIPFMC PLC 19,411 31,860
TENCENT HOLDINGS LIMITED 12,075 21,587
TENET HEALTHCARE CORP 16,740 27,225
TERADATA CORPORATION 12,913 12,054
TESLA MOTORS INC 28,526 35,078
THE COCA-COLA CO 4,808 5,173
TJX COMPANIES INC 8,337 11,828
TOYOTA MTR CORP 4,766 5,780
TRANE TECHNOLOGIES PLC 3,446 3,503
TRIP COM GROUP ADR 3,472 4,027
TWILIO INC 11,058 14,366
UBER 2,398 2,288
ULTA SALON, COSMETICS & FRAGRA 9,562 15,125
UNICREDIT SPA 5,999 12,317
VANGUARD FTSE DEVELOPED MARKET 648,713 810,547
VANGUARD FTSE EMERGING MARKETS 349,453 432,767
VERIZON COMMUNICATIONS 36,708 36,413
VERTIV CL A 9,424 8,425
VICTORY MARKET NEUTRAL INCOME 7,497 7,655
VISA INC 3,346 3,507
VISTRA ENERGY CORP 2,204 1,775
WAL-MART DE MEX V SP/ADR 2,538 2,120
WAL-MART STORES INC 12,190 14,706
WEC ENERGY GROUP, INC 9,890 11,917
WEG SA BRAZIL SPONSORED ADR 2,948 3,354
WELLS FARGO & CO 20,310 31,129
WESTERN DIGITAL CORP 4,708 4,824
WILLIAMS COS 25,905 31,498
WINTRUST FINANCIAL CORPORATION 10,870 12,025
WIZEY 4,323 4,377
WOODWARD INC 11,874 21,162

TY 2025 InvestmentsOtherSchedule2
Name:
The Steedman Family Foundation
EIN:
83-3030267
Category/ Item Listed at Cost or FMV Book Value End of Year Fair Market Value
BLACKROCK PRIVATE CREDIT FUND   155,000 152,289
BLACKSTONE REAL ESTATE INC TRU   150,000 151,272
HAMILTON LANE PRIVATE ASSETS F   353,665 405,864
IRONWOOD INSTITUTIONAL MULTI-S   399,999 424,187
NUVEEN GLOBAL CITIES REAL ESTA   76,503 75,129

TY 2025 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 10,566     10,566
Bank Charges 51 51    
State or Local Filing Fees 25     25


TY 2025 OtherProfessionalFeesSchedule
Name:
The Steedman Family Foundation
EIN:
83-3030267
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
Investment Management Services 51,403 51,403    


TY 2025 TaxesSchedule
Name:
The Steedman Family Foundation
EIN:
83-3030267
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
990-PF Estimated Tax for 2025 4,400      
990-PF Excise Tax for 2024 4,360