STULLER FAMILY FOUNDATION: Form 990PF, tax year 2023
View the entire original 990 at ProPublica ↗
- Organization
- STULLER FAMILY FOUNDATION (EIN 72-1282688)
- Tax period
- 2023-01-01 to 2023-12-31
- Filed
- 2024-11-15
- IRS object ID
- 202413209349100141
- Schema version
- 2023v5.0
- 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
- Accounting Fees Schedule
- Contractor Compensation Expln
- Gain Loss Sale Other Assets Sch
- Investments Corp Bonds Schedule
- Investments Corp Stock Schedule
- Investments Other Schedule2
- Other Decreases Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Other Increases Schedule
- Other Liabilities Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2024-11-15T09:42:47-05:00 | ReturnTs |
| Tax Period End | 2023-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 721108576 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | WRIGHTMOOREDEHARTDUPUIS & HUTCHINSON | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 80569 | AddressLine1Txt |
| City | LAFAYETTE | CityNm |
| State Abbreviation | LA | StateAbbreviationCd |
| ZIP | 70598 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2023-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 721282688 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | STULLER FAMILY FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | STUL | BusinessNameControlTxt |
| Phone | 3373945432 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 82277 | AddressLine1Txt |
| City | LAFAYETTE | CityNm |
| State Abbreviation | LA | StateAbbreviationCd |
| ZIP | 70598 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | MICHAEL G DEHART | PersonNm |
| Person Title | PRESIDENT/TRUSTEE | PersonTitleTxt |
| Phone | 3372627700 | PhoneNum |
| Signature | 2024-11-15 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | false | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | TRAVIS M BRINSKO CPA | PreparerPersonNm |
| PTIN | P01259242 | PTIN |
| Phone | 3372323637 | PhoneNum |
| Preparation | 2024-11-15 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2023 | TaxYr |
| Build TS | 2024-10-15 13:58:12Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $137,612,464 | FMVAssetsEOYAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Rcvd Rev And Expnss | $11,588,262 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $2,342,954 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $2,233,201 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $1,205,857 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $1,205,857 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $11,833,823 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $77,999,165 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $11,833,193 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $470,970 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $559,558 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $27,441,866 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $15,831,809 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $324,729 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $116,269 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $110,191 | CompOfcrDirTrstDsbrsChrtblAmt |
| Pension Empl Bnft Rev And Expnss | $16,015 | PensionEmplBnftRevAndExpnssAmt |
| Pension Empl Bnft Net Invst Incm | $480 | PensionEmplBnftNetInvstIncmAmt |
| Pension Empl Bnft Dsbrs Chrtbl | $15,055 | PensionEmplBnftDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $8,725 | AccountingFeesRevAndExpnssAmt |
| Other Prof Fees Rev And Expnss | $1,216,250 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $1,195,735 | OtherProfFeesNetInvstIncmAmt |
| Interest Rev And Expnss | $128,142 | InterestRevAndExpnssAmt |
| Interest Net Invst Incm | $126,733 | InterestNetInvstIncmAmt |
| Taxes Rev And Expnss | $251,777 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $42,495 | TaxesNetInvstIncmAmt |
| Other Expenses Rev And Expnss | $2,335 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Dsbrs Chrtbl | $2,267 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $1,947,973 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $1,481,712 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $127,513 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $4,908,815 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $2,798,815 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $6,856,788 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $1,481,712 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $2,926,328 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $20,585,078 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $14,350,097 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $4,362,598 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $3,687,439 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $3,687,439 | SavAndTempCashInvstEOYFMVAmt |
| Prepaid Expenses BOY | $84,732 | PrepaidExpensesBOYAmt |
| Prepaid Expenses EOY | $6,270 | PrepaidExpensesEOYAmt |
| Prepaid Expenses EOYFMV | $6,270 | PrepaidExpensesEOYFMVAmt |
| Corporate Stock BOY | $51,340,743 | CorporateStockBOYAmt |
| Corporate Stock EOY | $90,423,145 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $90,423,145 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $21,523,715 | CorporateBondsBOYAmt |
| Other Investments BOY | $39,776,980 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $43,495,610 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $43,495,610 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $117,088,768 | TotalAssetsBOYAmt |
| Total Assets EOY | $137,612,464 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $137,612,464 | TotalAssetsEOYFMVAmt |
| Grants Payable BOY | $4,315,574 | GrantsPayableBOYAmt |
| Grants Payable EOY | $3,449,734 | GrantsPayableEOYAmt |
| Other Liabilities BOY | $1,538,353 | OtherLiabilitiesBOYAmt |
| Other Liabilities EOY | $1,524,496 | OtherLiabilitiesEOYAmt |
| Total Liabilities BOY | $5,853,927 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $4,974,230 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Retained Earning BOY | $111,234,841 | RetainedEarningBOYAmt |
| Retained Earning EOY | $132,638,234 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $111,234,841 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $132,638,234 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $117,088,768 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $137,612,464 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $111,234,841 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $20,585,078 | ExcessRevenueOverExpensesAmt |
| Other Increases | $895,437 | OtherIncreasesAmt |
| Subtotal | $132,715,356 | SubtotalAmt |
| Other Decreases | $77,122 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $132,638,234 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (44 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | Gross Sales PriceGrossSalesPriceAmt |
|---|---|---|---|---|---|
| K-1 ARROWMARK GLOBAL OPPORTUNITY | P | $2,560 | -$2,560 | -$2,560 | |
| SEE ATTACHED UBS 96062 | P | $456,353 | $283,245 | $283,245 | $739,598 |
| SEE ATTACHED GS 7796 | P | $32 | $32 | ||
| K-1 ARROWMARK GLOBAL OPPORTUNITY | P | $28,656 | -$28,656 | -$28,656 | |
| SEE ATTACHED UBS 96062 | P | $2,073 | $2,073 | ||
| SEE ATTACHED GS 7796 | P | $2,382,211 | $478,307 | $478,307 | $2,860,518 |
| K-1 ARROWMARK LIFE SCIENCE | P | $13,760 | -$13,760 | -$13,760 | |
| SEE ATTACHED UBS 96072 | P | $899,508 | $14,969 | $14,969 | $914,477 |
| SEE ATTACHED FIDELITY 0118 | P | $3,636,582 | -$59,015 | -$59,015 | $3,577,567 |
| K-1 ARROWMARK LIFE SCIENCE | P | $54,537 | -$54,537 | -$54,537 | |
| SEE ATTACHED UBS 96072 | P | $1,753,730 | $210,172 | $210,172 | $1,963,902 |
| SEE ATTACHED FIDELITY 0118 | P | $2,501 | $2,501 | ||
| K-1 BLACKSTONE INFRASTRUCTURE | P | $200 | $200 | $200 | |
| SEE ATTACHED UBS 96075 | P | $4,152,490 | -$72,161 | -$72,161 | $4,080,329 |
| SEE ATTACHED FIDELITY 0118 | P | $1,983,532 | -$23,141 | -$23,141 | $1,960,391 |
| K-1 CRESCENT CREDIT SOLUTIONS | P | $192 | $192 | $192 | |
| SEE ATTACHED UBS 96075 | P | $1,548,907 | $1,178,642 | $1,178,642 | $2,727,549 |
| SEE ATTACHED FIDELITY 1454 | P | $19,944 | $20,981 | $20,981 | $40,925 |
| K-1 PIEDMONT PARTNERS | P | $51,781 | $51,781 | $51,781 | |
| SEE ATTACHED UBS 96076 | P | $1,942,343 | $40,562 | $40,562 | $1,982,905 |
| SEE ATTACHED FIDELITY 1488 | P | $4,874,833 | -$134,427 | -$134,427 | $4,740,406 |
| K-1 PIEDMONT PARTNERS | P | $862 | -$862 | -$862 | |
| SEE ATTACHED UBS 96076 | P | $627,470 | $421,109 | $421,109 | $1,048,579 |
| SEE ATTACHED FIDELITY 1488 | P | $5,610,012 | $1,914,068 | $1,914,068 | $7,524,080 |
| K-1 PIEDMONT PARTNERS 1256 | P | $18,660 | $18,660 | $18,660 | |
| SEE ATTACHED UBS 96078 | P | $703,528 | -$5,234 | -$5,234 | $698,294 |
| SEE ATTACHED FIDELITY 1492 | P | $45,880 | $2,614 | $2,614 | $48,494 |
| K-1 PIEDMONT PARTNERS 1256 | P | $27,991 | $27,991 | $27,991 | |
| SEE ATTACHED UBS 96078 | P | $2,899,533 | -$218,442 | -$218,442 | $2,681,091 |
| SEE ATTACHED FIDELITY 1492 | P | $342 | $11 | $11 | $353 |
| SEE ATTACHED UBS 96313 | P | $2,220,353 | $9,215 | $9,215 | $2,229,568 |
| SEE ATTACHED UBS 96152 | P | $5,212,607 | $80,943 | $80,943 | $5,293,550 |
| SEE ATTACHED FIDELITY 1492 | P | $58,805 | $58,805 | ||
| SEE ATTACHED UBS 96313 | P | $1,876,374 | $1,896,864 | $1,896,864 | $3,773,238 |
| SEE ATTACHED UBS 96152 | P | $4,610,780 | $3,606,693 | $3,606,693 | $8,217,473 |
| SEE ATTACHED FIDELITY 1492 | P | $8,250 | $878 | $878 | $9,128 |
| SEE ATTACHED UBS 96155 | P | $3,241,996 | -$68,878 | -$68,878 | $3,173,118 |
| SEE ATTACHED GS 7795 | P | $4,075,294 | $337,860 | $337,860 | $4,413,154 |
| SEE ATTACHED FIDELITY 1493 | P | $214,247 | -$20,535 | -$20,535 | $193,712 |
| SEE ATTACHED UBS 96155 | P | $2,601,309 | $1,226,363 | $1,226,363 | $3,827,672 |
| SEE ATTACHED GS 7795 | P | $1,466,542 | $549,916 | $549,916 | $2,016,458 |
| SEE ATTACHED FIDELITY 1493 | P | $110,386 | $38,232 | $38,232 | $148,618 |
| SEE ATTACHED UBS 96062 | P | $3,810,814 | $138,166 | $138,166 | $3,948,980 |
| SEE ATTACHED GS 7796 | P | $3,015,406 | -$13,570 | -$13,570 | $3,001,836 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $11,833,193 | CapitalGainNetIncomeAmt |
| Net Short Term Capital Gain Loss | $305,033 | NetShortTermCapitalGainLossAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $199,466 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $199,466 | SubtotalAmt |
| Tax Based On Investment Income | $199,466 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $82,770 | EstimatedPlusOvpmtIncmTxAmt |
| Extsn Request Income Tax Paid | $182,500 | ExtsnRequestIncomeTaxPaidAmt |
| Total Payments And Credits | $265,270 | TotalPaymentsAndCreditsAmt |
| Overpayment | $65,804 | OverpaymentAmt |
| Applied To ES Tax | $65,804 | AppliedToESTaxAmt |
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 |
| At Least5000 In Assets | Yes (true) | AtLeast5000InAssetsInd |
| Org Report Or Register State | LA | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (true) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | false | PrivateOperatingFoundationInd |
| New Substantial Contributors | false | NewSubstantialContributorsInd |
| Donor Advised Fund | Yes (true) | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (true) | ComplyWithPublicInspRqrInd |
| Website Address | WWW.STULLERFOUNDATION.ORG | WebsiteAddressTxt |
| Individual With Books | STULLER FAMILY FOUNDATION | IndividualWithBooksNm |
| Phone | 3373945432 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 302 RUE LOUIS XIV | AddressLine1Txt |
| City | LAFAYETTE | CityNm |
| State Abbreviation | LA | StateAbbreviationCd |
| ZIP | 70508 | 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 | Yes (true) | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | Yes (true) | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | false | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | false | PaymentToGovernmentOfficialInd |
| Acts Fail To Qlfy As Exceptions | false | ActsFailToQlfyAsExceptionsInd |
| 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 (9 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 |
|---|---|---|---|---|---|---|---|---|
| MATTHEW G STULLER SR | ||||||||
| 302 RUE LOUIS XIV | LAFAYETTE | LA | 70508 | TRUSTEE | 1.00 | $0 | $0 | $0 |
| WILLIAM P MILLS | ||||||||
| 302 RUE LOUIS XIV | LAFAYETTE | LA | 70508 | TRUSTEE | 1.00 | $0 | $0 | $0 |
| CATHARINE O STULLER | ||||||||
| 302 RUE LOUIS XIV | LAFAYETTE | LA | 70508 | TRUSTEE | 1.00 | $0 | $0 | $0 |
| MICHAEL G DEHART | ||||||||
| 302 RUE LOUIS XIV | LAFAYETTE | LA | 70508 | PRESIDENT/TR | 3.00 | $198,000 | $0 | $0 |
| CHARLES LAGRANGE | ||||||||
| 302 RUE LOUIS XIV | LAFAYETTE | LA | 70508 | EXECUTIVE DI | 40.00 | $85,382 | $13,616 | $0 |
| ALEXANDRA GRAHAM STULLER | ||||||||
| 302 RUE LOUIS XIV | LAFAYETTE | LA | 70508 | TRUSTEE | 1.00 | $0 | $0 | $0 |
| MATTHEW STULLER JR | ||||||||
| 302 RUE LOUIS XIV | LAFAYETTE | LA | 70508 | TRUSTEE | 1.00 | $0 | $0 | $0 |
| LAUREN STULLER | ||||||||
| 302 RUE LOUIS XIV | LAFAYETTE | LA | 70508 | TRUSTEE | 1.00 | $0 | $0 | $0 |
| STEVEN RAMOS | ||||||||
| 302 RUE LOUIS XIV | LAFAYETTE | LA | 70508 | PRES - RELAT | 1.00 | $41,347 | $2,399 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
Compensation Of Hghst Pd Cntrct CompensationOfHghstPdCntrctGrp (3 entries)
| Business Name Line2BusinessName/BusinessNameLine2Txt | Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | Service TypeServiceTypeTxt | CompensationCompensationAmt | Address Line2USAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|---|
| UBS FINANCIAL SERVICES | |||||||
| UBS FINANCIAL SERVICES | 201 SETTLERS TRACE 3004 | LAFAYETTE | LA | 70508 | INVEST ADVISORY | $454,790 | |
| FEDERATED MANAGEMENT SERVICES INC | |||||||
| FEDERATED MANAGEMENT SERVICES INC | PO BOX 82277 | LAFAYETTE | LA | 70598 | MGMT FEES | $126,000 | PO BOX 82277 |
| SHENKMAN CAPITAL | |||||||
| SHENKMAN CAPITAL | 151 W 42ND ST - 29TH FLR | NEW YORK | NY | 10036 | INVESTMENT FEES | $66,232 | |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | N/A | Description1Txt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $80,710,276 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $3,491,440 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $41,414,152 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $125,615,868 | TotalFMVOfUnusedAssetsAmt |
| Adjusted Total FMV Of Unused Ast | $125,615,868 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $1,884,238 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $123,731,630 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $6,186,582 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $6,186,582 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $199,466 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $199,466 | TotalTaxAmt |
| Distributable Before Adj | $5,987,116 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $5,987,116 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $5,987,116 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $2,926,328 | ExpensesAndContributionsAmt |
| Set Aside Cash Distri Test | $2,110,000 | SetAsideCashDistriTestAmt |
| Qualifying Distributions | $5,036,328 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $5,987,116 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $4,920,542 | UndistributedIncomePYAmt |
| Qualifying Distributions | $5,036,328 | QualifyingDistributionsAmt |
| Applied To Year1 | $4,920,542 | AppliedToYear1Amt |
| Applied To Current Year | $115,786 | AppliedToCurrentYearAmt |
| Undistributed Income CY | $5,871,330 | UndistributedIncomeCYAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | MATTHEW G STULLER SR | ContributingManagerNm |
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | CHARLES LAGRANGE | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 302 RUE LOUIS XIV | AddressLine1Txt |
| City | LAFAYETTE | CityNm |
| State Abbreviation | LA | StateAbbreviationCd |
| ZIP | 70508 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 3373945432 | RecipientPhoneNum |
| Recipient Email Address | CHUCK_LEGRANGE@STULLER.COM | RecipientEmailAddressTxt |
| Form And Info And Materials | SEE ATTACHED. | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | FEBRUARY 18, JUNE 17, SEPTEMBER 16 | SubmissionDeadlinesTxt |
| Restrictions On Awards | WITHIN SIX PARISHES--- LAFAYETTE, IBERIA, ST. MARTIN, ST. LANDRY, VERMILION AND ACADIA-- THE STULLER FAMILY FOUNDATION PARTNERS WITH 501(C)(3) NONPROFIT ORGANIZATIONS IN A VARIETY OF INTERESTS INCLUDING HUMANITARIAN, YOUTH, RELIGIOUS AND EDUCATION. LETTERS OF INQUIRY FROM PROSPECTIVE GRANTEES ARE NOT REQUIRED, BUT MAY BE HELPFUL IN DETERMINING IF YOUR ORGANIZATION AND/OR PROJECT IS WITHIN THE MISSION OF THE STULLER FAMILY FOUNDATION. YOU MAY ALSO SEND US SUCH QUESTIONS BY PHONE OR EMAIL. AFTER WE RECEIVE YOUR GRANT PROPOSAL, AND YOU HAVE COMPLETED A DONORSENSE PROFILE WITH COMMUNITY FOUNDATION OF ACADIANA, THE FOUNDATION MAY SCHEDULE A SITE VISIT OR CONTACT YOU WITH ADDITIONAL QUESTIONS IN ORDER TO GATHER FURTHER INFORMATION ABOUT YOUR ORGANIZATION AND PROJECT. EDUCATIONAL ISSUES ARE IMPORTANT TO THE STULLER FAMILY FOUNDATION, AND OUR HISTORY REFLECTS A STRONG INVESTMENT IN THE DEVELOPMENT OF ACADIANA'S CHILDREN, PARTICULARLY THOSE WHO ATTEND CHRISTIAN-BASED SCHOOLS. THERE ARE ONLY THR | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (2 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| SEE ATTACHED | |||||||
| SEE ATTACHED | SEE ATTACHED | LA | 70518 | NONE | 501(C)(3) | GENERAL | $2,798,815 |
| SEE ATTACHED | |||||||
| SEE ATTACHED | SEE ATTACHED | LA | 70518 | NONE | 501(C)(3) | SEE ATTACHED | $2,975,840 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $5,774,655 | TotalGrantOrContriPdDurYrAmt |
Grant Or Contri Apprv For Fut GrantOrContriApprvForFutGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | SEE ATTACHED | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | SEE ATTACHED | AddressLine1Txt |
| City | SEE ATTACHED | CityNm |
| State Abbreviation | LA | StateAbbreviationCd |
| ZIP | 70518 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Relationship | NONE | RecipientRelationshipTxt |
| Recipient Foundation Status | 501(C)(3) | RecipientFoundationStatusTxt |
| Grant Or Contribution Purpose | SEE ATTACHED | GrantOrContributionPurposeTxt |
| Amt | $2,110,000 | Amt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Apprv Fut | $2,110,000 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business | 900099 | BusinessCd |
| Unrelated Business Taxbl Incm | $483 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | 14 | ExclusionCd |
| Exclusion | $2,342,471 | ExclusionAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $1,205,857 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business | 900099 | BusinessCd |
| Unrelated Business Taxbl Incm | $630 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | 14 | ExclusionCd |
| Exclusion | $11,833,193 | ExclusionAmt |
Other Revenue Described OtherRevenueDescribedGrp (20 entries)
| DescDesc | ExclusionExclusionCd | ExclusionExclusionAmt | BusinessBusinessCd | Unrelated Business Taxbl IncmUnrelatedBusinessTaxblIncmAmt |
|---|---|---|---|---|
| OTHER INCOME | 14 | $3,310 | ||
| K-1 RECAP 4797 | 14 | $5,385 | ||
| K-1 RECAP OTHER PORTFOLIO | 14 | $528,256 | ||
| K-1 RECAP SECTION 988 | 14 | -$31,912 | ||
| ORDINARY GAINS - CURRENCY | 14 | $26,902 | ||
| K-1 RECAP SEC 1293 QEF ORD | 14 | $26,272 | ||
| K-1 RECAP CANCELLATION OF D | 14 | $1,282 | ||
| K-1 RECAP SWAP INCOME | 14 | $63 | ||
| K-1 RECAP 1231 - UBTI - CA | 900099 | $44 | ||
| CORE INDUSTRIAL PARTNERS | 900099 | $43,460 | ||
| PIEDMONT PARTNERS | 14 | -$75,238 | ||
| CRESSET REAL ESTATE LOGISTI | 900099 | -$378 | ||
| CRESSET LOGISITICS WHITELAN | 14 | -$236 | ||
| CORE INDUSTRIAL - EXC BUS I | 900099 | -$16,110 | ||
| CORE INDUSTRIAL PARTNERS - | 900099 | -$41,295 | ||
| CRESSET REAL ESTATE LOG -AZ | 900099 | -$4,857 | ||
| CORE INDUSTRIAL PARTNERS - | 900099 | $7,068 | ||
| CORE INDUSTRIAL PARTNERS - | 900099 | $727 | ||
| CRESSET REAL ESTATE LOG - I | 900099 | -$650 | ||
| CRESSET REA; ESTATE LOG - | 900099 | -$1,123 |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | -$12,001 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $15,865,605 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $15,853,604 | 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
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 1 | ContributorNum |
Contributor Business Name ContributorBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | PLATINUM BUSINESS INVESTMENT COMPANY | BusinessNameLine1Txt |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 8227 | AddressLine1Txt |
| City | LAFAYETTE | CityNm |
| State Abbreviation | LA | StateAbbreviationCd |
| ZIP | 70598 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | $11,588,262 | TotalContributionsAmt |
| Noncash Contribution | Yes (X) | NoncashContributionInd |
Non Cash Property Contribution NonCashPropertyContributionGrp (2 entries)
| ContributorContributorNum | Noncash PropertyNoncashPropertyDesc | Fair Market ValueFairMarketValueAmt | ReceivedReceivedDt |
|---|---|---|---|
| 1 | SECURITIES | $4,067,452 | 2023-07-25 |
| 1 | SECURITIES | $7,520,810 | 2023-10-13 |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | LEGAL & PRFESSIONAL | CategoryTxt |
| Amt | $8,725 | Amt |
Contractor Compensation Expln ContractorCompensationExpln
Contractor Comp Expln ContractorCompExplnGrp
Contractor Business Name ContractorBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | FEDERATED MANAGEMENT SERVICES INC | BusinessNameLine1Txt |
| Business Name Line2 | FEDERATED MANAGEMENT SERVICES INC | BusinessNameLine2Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Explanation | MGMT FEES | ExplanationTxt |
Gain Loss Sale Other Assets Sch GainLossSaleOtherAssetsSch
Gain Loss Sale Other Asset GainLossSaleOtherAssetGrp (2 entries)
| AssetAssetDesc | How AcquiredHowAcquiredTxt | Gross Sales PriceGrossSalesPriceAmt | Total NetTotalNetAmt |
|---|---|---|---|
| K-1 BLACKSTONE INFRASTRUCTURE 1256 | PURCHASE | $252 | $252 |
| K-1 BLACKSTONE INFRASTRUCTURE 1256 | PURCHASE | $378 | $378 |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond | SEE ATTACHED | BondNm |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | SEE ATTACHED SCHEDULE | StockNm |
| EOY Book Value | $90,423,145 | EOYBookValueAmt |
| EOYFMV | $90,423,145 | EOYFMVAmt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category Or Item | PARTNERSHIPS - HEDGE FUNDS | CategoryOrItemTxt |
| Listed At Cost Or FMV | FMV | ListedAtCostOrFMVCd |
| Book Value | $43,495,610 | BookValueAmt |
| EOYFMV | $43,495,610 | EOYFMVAmt |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail (3 entries)
| DescDesc | AmtAmt |
|---|---|
| PENALTY | $2,081 |
| ACCRUED SALARY - RELATED PARTY | $75,040 |
| ROUNDING | $1 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (8 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|
| EXPENSES | ||
| MEALS | $232 | $232 |
| WEBSITE HOSTING | $570 | $570 |
| OFFICE SUPPLIES | $53 | $53 |
| DUES | $500 | $500 |
| SUBSCRIPTION | $888 | $888 |
| BANK SERVICE CHARGE | $24 | $24 |
| K-1 DONATIONS | $68 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail (20 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|
| OTHER INCOME | $3,310 | $3,310 |
| K-1 RECAP 4797 | $5,385 | $5,385 |
| K-1 RECAP OTHER PORTFOLIO | $528,256 | $528,256 |
| K-1 RECAP SECTION 988 | -$31,912 | -$31,912 |
| ORDINARY GAINS - CURRENCY | $26,902 | $26,902 |
| K-1 RECAP SEC 1293 QEF ORD | $26,272 | $26,272 |
| K-1 RECAP CANCELLATION OF DEB | $1,282 | $1,282 |
| K-1 RECAP SWAP INCOME | $63 | $63 |
| K-1 RECAP 1231 - UBTI - CA | $44 | |
| CORE INDUSTRIAL PARTNERS | $43,460 | |
| PIEDMONT PARTNERS | -$75,238 | |
| CRESSET REAL ESTATE LOGISTICS | -$378 | |
| CRESSET LOGISITICS WHITELAND | -$236 | |
| CORE INDUSTRIAL - EXC BUS INT | -$16,110 | |
| CORE INDUSTRIAL PARTNERS - CA | -$41,295 | |
| CRESSET REAL ESTATE LOG -AZ | -$4,857 | |
| CORE INDUSTRIAL PARTNERS - MN | $7,068 | |
| CORE INDUSTRIAL PARTNERS - IL | $727 | |
| CRESSET REAL ESTATE LOG - IL | -$650 | |
| CRESSET REA; ESTATE LOG - IN | -$1,123 |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail (3 entries)
| DescDesc | AmtAmt |
|---|---|
| NONDIVIDEND DISTRIBUTIONS | $30,545 |
| UNREALIZED GAIN ON ASSETS | $684,892 |
| PYMT OF ACCRUED MGMT FEE | $180,000 |
Other Liabilities Schedule OtherLiabilitiesSchedule
Other Liabilities Detail OtherLiabilitiesDetail (4 entries)
| DescDesc | BOY Book ValueBOYBookValueAmt | EOY Book ValueEOYBookValueAmt |
|---|---|---|
| MANAGEMENT FEE PAYABLE | $1,506,223 | $1,326,223 |
| INCOME TAX PAYABLE | $123,233 | |
| ACCRUED SALARIES | $25,985 | $75,040 |
| DUE TO FMS | $6,145 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (4 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|
| BROKERAGE FEES | $540,331 | $519,816 |
| K-1 PORTFOLIO DEDUCTIONS | $230,488 | $230,488 |
| MANAGEMENT FEES | $126,000 | $126,000 |
| INVESTMENT EXPENSES | $319,431 | $319,431 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (6 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|
| FOREIGN TAXES - 1099S | $41,567 | $41,567 |
| FEDERAL TAX | $203,906 | |
| K-1 RECAP FOREIGN TAXES | $577 | $577 |
| RECLAIMABLE TAX - 1099S | $351 | $351 |
| STATE TAXES | $2,298 | |
| STATE INCOME TAX | $3,078 |