STEEDMAN FAMILY FOUNDATION: Form 990PF, tax year 2024
View the entire original 990 at ProPublica ↗
- Organization
- STEEDMAN FAMILY FOUNDATION (EIN 83-3030267)
- Tax period
- 2024-01-01 to 2024-12-31
- Filed
- 2025-05-13
- IRS object ID
- 202531339349100543
- Schema version
- 2024v5.1
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990-PF
- Schedule B
- Depreciation Schedule
- Investments Corp Stock Schedule
- Investments Other Schedule2
- Other Expenses Schedule
- Other Professional Fees Schedule
- Substantial Contributors Sch
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2025-05-13T08:24:40-04:00 | ReturnTs |
| Tax Period End | 2024-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Foundation Source | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3333 New Hyde Park Rd Ste 406 | AddressLine1Txt |
| City | New Hyde Park | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 11042 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2024-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 833030267 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | The Steedman Family Foundation | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| In Care Of | % Foundation Source | InCareOfNm |
| Business Name Control | STEE | BusinessNameControlTxt |
| Phone | 8008391754 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | Foundation Source 501 Silverside Rd | AddressLine1Txt |
| City | Wilmington | CityNm |
| State Abbreviation | DE | StateAbbreviationCd |
| ZIP | 198091377 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | STEPHANIE CHAN-TIDEMANN | PersonNm |
| Person Title | TREASURER | PersonTitleTxt |
| Phone | 8008391754 | PhoneNum |
| Signature | 2025-05-09 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | Yes (true) | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | Jeffrey D Haskell | PreparerPersonNm |
| PTIN | P01345770 | PTIN |
| Phone | 8008391754 | PhoneNum |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2024 | TaxYr |
| Build TS | 2025-03-06 01:10:19Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $10,124,499 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Rcvd Rev And Expnss | $9,479,922 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $220,082 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $220,082 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $117,920 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $117,920 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $1,096 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $346,561 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $1,096 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $9,819,020 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $339,098 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Other Prof Fees Rev And Expnss | $22,281 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $22,281 | OtherProfFeesNetInvstIncmAmt |
| Other Expenses Rev And Expnss | $18,741 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $504 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $18,237 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $41,022 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $22,785 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $18,237 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $38,000 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $38,000 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $79,022 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $22,785 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $56,237 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $9,739,998 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $316,313 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $41,699 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $776,961 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $776,961 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $123,481 | CorporateStockBOYAmt |
| Corporate Stock EOY | $8,353,217 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $8,555,738 | CorporateStockEOYFMVAmt |
| Other Investments EOY | $775,000 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $791,800 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $165,180 | TotalAssetsBOYAmt |
| Total Assets EOY | $9,905,178 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $10,124,499 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Retained Earning BOY | $165,180 | RetainedEarningBOYAmt |
| Retained Earning EOY | $9,905,178 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $165,180 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $9,905,178 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $165,180 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $9,905,178 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $165,180 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $9,739,998 | ExcessRevenueOverExpensesAmt |
| Subtotal | $9,905,178 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $9,905,178 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Property | Publicly-traded Securities | PropertyDesc |
| Gross Sales Price | $346,561 | GrossSalesPriceAmt |
| Cost Or Other Basis | $345,465 | CostOrOtherBasisAmt |
| Gain Or Loss | $1,096 | GainOrLossAmt |
| Gains Minus Excess Or Losses | $1,096 | GainsMinusExcessOrLossesAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $1,096 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $4,397 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $4,397 | SubtotalAmt |
| Tax Based On Investment Income | $4,397 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $37 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Total Payments And Credits | $37 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Es Penalty | $0 | EsPenaltyAmt |
| Tax Due | $4,360 | TaxDueAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | false | LegislativePoliticalActyInd |
| More Than100 Spent | false | MoreThan100SpentInd |
| Form1120 POL Filed | false | Form1120POLFiledInd |
| Activities Not Previously Rpt | false | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | false | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | false | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | false | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (true) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (true) | AtLeast5000InAssetsInd |
| Org Report Or Register State | DE | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (true) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | false | PrivateOperatingFoundationInd |
| New Substantial Contributors | Yes (true) | NewSubstantialContributorsInd |
| Own Controlled Entity | false | OwnControlledEntityInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (true) | ComplyWithPublicInspRqrInd |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Foundation Source | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 8008391754 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 501 Silverside Road Suite 123 | AddressLine1Txt |
| City | Wilmington | CityNm |
| State Abbreviation | DE | StateAbbreviationCd |
| ZIP | 198091377 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | false | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | false | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | false | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | false | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | false | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | false | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | false | PaymentToGovernmentOfficialInd |
| Uncorrected Prior Acts | false | UncorrectedPriorActsInd |
| Undistributed Income PY | false | UndistributedIncomePYInd |
| Business Holdings | false | BusinessHoldingsInd |
| Jeopardy Investments | false | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | false | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | false | InfluenceLegislationInd |
| Influence Election | false | InfluenceElectionInd |
| Grants To Individuals | false | GrantsToIndividualsInd |
| Grants To Organizations | false | GrantsToOrganizationsInd |
| Noncharitable Purpose | false | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | false | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (2 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee Benefit ProgramEmployeeBenefitProgramAmt | Expense Account Other AllwncExpenseAccountOtherAllwncAmt |
|---|---|---|---|---|---|---|---|---|
| Stephanie Chan-Tidemann | ||||||||
| Foundation Source 501 Silverside Rd | Wilmington | DE | 198091377 | Dir, Treas | 1.0 | $0 | $0 | $0 |
| Alexandra Steedman | ||||||||
| Foundation Source 501 Silverside Rd | Wilmington | DE | 198091377 | Dir, Pres, Sec, Treas | 1.0 | $0 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Summary Of Direct Chrtbl Acty | SummaryOfDirectChrtblActyGrp | |
| Sum Of Program Related Invst | SumOfProgramRelatedInvstGrp |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $4,771,141 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $3,964,301 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $244,852 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $8,980,294 | TotalFMVOfUnusedAssetsAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $8,980,294 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $134,704 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $8,845,590 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $442,280 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $442,280 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $4,397 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $4,397 | TotalTaxAmt |
| Distributable Before Adj | $437,883 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $437,883 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $437,883 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $56,237 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Charitable Assets Acquis Paid | $0 | CharitableAssetsAcquisPaidAmt |
| Set Aside Suitability Test | $0 | SetAsideSuitabilityTestAmt |
| Set Aside Cash Distri Test | $0 | SetAsideCashDistriTestAmt |
| Qualifying Distributions | $56,237 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $437,883 | DistributableAsAdjustedAmt |
| Excess Distribution Cyov Yr5 | $76,341 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $79,832 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $78,931 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $36,172 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $61,396 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $332,672 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $56,237 | QualifyingDistributionsAmt |
| Applied To Current Year | $56,237 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $0 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $332,672 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $332,672 | ExcessDistributionCyovAppCYAmt |
| Undistributed Income CY | $48,974 | UndistributedIncomeCYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Private Operating Foundations | PrivateOperatingFoundationsGrp |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | Alexandra Steedman | ContributingManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (4 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| FRIENDS OF THE EARTH | |||||||
| PO BOX 7010 | MERRIFIELD | VA | 22116 | N/A | PC | General & Unrestricted | $15,000 |
| HOMECREST COMMUNITY SERVICES INC | |||||||
| 1413 AVE T | BROOKLYN | NY | 11229 | N/A | PC | General & Unrestricted | $10,000 |
| KARMA CAT & ZEN DOG RESCUE SOCIETY | |||||||
| 39 S MAIN ST | MILLTOWN | NJ | 08850 | N/A | PC | General & Unrestricted | $10,000 |
| MUDDY PAWS RESCUE | |||||||
| 821 9TH AVE FRNT 1 | NEW YORK | NY | 10019 | N/A | PC | General & Unrestricted | $3,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $38,000 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fees Contracts From Govt Ag | FeesContractsFromGovtAgGrp | |
| Membership Dues And Assmnt | MembershipDuesAndAssmntGrp |
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $220,082 | ExclusionAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $117,920 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Net Rntl Incm Re Debt Fincd Prop | NetRntlIncmReDebtFincdPropGrp | |
| Net Rntl Incm Re Not Debt Fincd Prop | NetRntlIncmReNotDebtFincdProp | |
| Net Rental Income Personal Prop | NetRentalIncomePersonalPropGrp | |
| Other Investment Income | OtherInvestmentIncomeGrp |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $1,096 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Net Income Loss From Special Evt | NetIncomeLossFromSpecialEvtGrp | |
| Gross Profit Loss Sls Of Invntry | GrossProfitLossSlsOfInvntryGrp |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $339,098 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $339,098 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | false | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | false | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | false | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | false | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | false | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | false | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | false | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | false | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | false | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | false | RelationshipsNonchrtblEOInd |
Schedule B IRS990ScheduleB
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| General Rule | Yes (X) | GeneralRuleInd |
Contributor Information ContributorInformationGrp (2 entries)
| ContributorContributorNum | Address Line1ContributorUSAddress/AddressLine1Txt | CityContributorUSAddress/CityNm | State AbbreviationContributorUSAddress/StateAbbreviationCd | ZIPContributorUSAddress/ZIPCd | Total ContributionsTotalContributionsAmt | Person ContributionPersonContributionInd |
|---|---|---|---|---|---|---|
| Steedman Doria | ||||||
| 1 | 214 East 26th street | New York | NY | 10010 | $57,521 | Yes (X) |
| The Richard Steedman Trust | ||||||
| 2 | 55 Outerbridge Circle | Hilton Head | SC | 29926 | $9,422,401 | Yes (X) |
Depreciation Schedule DepreciationSchedule
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (292 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| 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 |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (4 entries)
| Category Or ItemCategoryOrItemTxt | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| 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 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (3 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|---|
| Administrative Fees | $18,212 | $18,212 | |
| Bank Charges | $504 | $504 | |
| State or Local Filing Fees | $25 | $25 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | Investment Management Services | CategoryTxt |
| Amt | $22,281 | Amt |
| Net Investment Income | $22,281 | NetInvestmentIncomeAmt |
Substantial Contributors Sch SubstantialContributorsSch
Substantial Contributor Detail SubstantialContributorDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | The Richard Steedman Trust | PersonNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 55 Outerbridge Circle | AddressLine1Txt |
| City | Hilton Head | CityNm |
| State Abbreviation | SC | StateAbbreviationCd |
| ZIP | 29926 | ZIPCd |
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