STULLER FAMILY FOUNDATION: Form 990PF, tax year 2019
View the entire original 990 at ProPublica ↗
- Organization
- STULLER FAMILY FOUNDATION (EIN 72-1282688)
- Tax period
- 2019-01-01 to 2019-12-31
- Filed
- 2020-12-11
- IRS object ID
- 202003469349100400
- Schema version
- 2019v5.0
- 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
- Investments Corp Stock Schedule
- Investments Other Schedule2
- Other Assets Schedule
- Other Decreases Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Other Increases Schedule
- Other Liabilities Schedule
- Other Professional Fees Schedule
- Substantial Contributors Sch
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2020-12-11T07:42:43-06:00 | ReturnTs |
| Tax Period End | 2019-12-31 | 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 | 2019-01-01 | 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 | 2020-11-25 | SignatureDt |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | JAN H COWEN CPA | PreparerPersonNm |
| PTIN | P01066313 | PTIN |
| Phone | 3372323637 | PhoneNum |
| Preparation | 2020-12-11 | PreparationDt |
Filing Security Information FilingSecurityInformation
IP Address IPAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| I Pv4 Address | 74.80.30.58 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IP | 2020-12-11 | IPDt |
| IP Tm | 07:42:43 | IPTm |
| IP Timezone | CS | IPTimezoneCd |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | ABDDD2230BEEBFA921D7C895112631718E04D9B9 | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | ABDDD2230BEEBFA921D7C895112631718E04D9B9 | AtSubmissionFilingDeviceId |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2019 | TaxYr |
| Build TS | 2021-04-22 16:20:28Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $89,307,377 | 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 | $5,521,338 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $207,082 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $207,082 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $2,100,385 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $1,985,580 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $5,608,871 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $31,242,109 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $5,608,871 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $4,324 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $4,324 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $13,442,000 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $7,805,857 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $112,978 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $29,797 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $83,181 | CompOfcrDirTrstDsbrsChrtblAmt |
| Pension Empl Bnft Rev And Expnss | $21,370 | PensionEmplBnftRevAndExpnssAmt |
| Pension Empl Bnft Dsbrs Chrtbl | $21,370 | PensionEmplBnftDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $3,860 | AccountingFeesRevAndExpnssAmt |
| Other Prof Fees Rev And Expnss | $511,185 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $502,859 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $80 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $95,670 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $27,715 | TaxesNetInvstIncmAmt |
| Trav Conf Meeting Rev And Expnss | $1,124 | TravConfMeetingRevAndExpnssAmt |
| Trav Conf Meeting Dsbrs Chrtbl | $1,124 | TravConfMeetingDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $4,466 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Dsbrs Chrtbl | $4,466 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $750,653 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $560,371 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $110,221 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $3,532,695 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $1,432,695 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $4,283,348 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $560,371 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $1,542,916 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $9,158,652 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $7,245,486 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $3,150,173 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $2,117,088 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $2,117,088 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $70,355,796 | CorporateStockBOYAmt |
| Corporate Stock EOY | $76,145,047 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $76,145,047 | CorporateStockEOYFMVAmt |
| Other Investments EOY | $11,006,101 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $11,006,101 | OtherInvestmentsEOYFMVAmt |
| Other Assets EOY | $39,141 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $39,141 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $73,505,969 | TotalAssetsBOYAmt |
| Total Assets EOY | $89,307,377 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $89,307,377 | TotalAssetsEOYFMVAmt |
| Grants Payable BOY | $2,475,090 | GrantsPayableBOYAmt |
| Grants Payable EOY | $2,209,400 | GrantsPayableEOYAmt |
| Other Liabilities BOY | $1,516,678 | OtherLiabilitiesBOYAmt |
| Other Liabilities EOY | $1,506,223 | OtherLiabilitiesEOYAmt |
| Total Liabilities BOY | $3,991,768 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $3,715,623 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Retained Earning BOY | $69,514,201 | RetainedEarningBOYAmt |
| Retained Earning EOY | $85,591,754 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $69,514,201 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $85,591,754 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $73,505,969 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $89,307,377 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $69,514,201 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $9,158,652 | ExcessRevenueOverExpensesAmt |
| Other Increases | $6,919,917 | OtherIncreasesAmt |
| Subtotal | $85,592,770 | SubtotalAmt |
| Other Decreases | $1,016 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $85,591,754 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (24 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|
| UBS 96062 | P | $616,855 | $674,430 | -$57,575 | -$57,575 |
| UBS 96079 | P | $157,488 | $144,835 | $12,653 | $12,653 |
| UBS 96062 | P | $2,143,293 | $2,326,218 | -$182,925 | -$182,925 |
| UBS 96079 | P | $926,489 | $758,691 | $167,798 | $167,798 |
| UBS 96072 | P | $1,055,122 | $998,340 | $56,782 | $56,782 |
| UBS 96155 | P | $367,447 | $356,886 | $10,561 | $10,561 |
| UBS 96072 | P | $3,732,498 | $3,496,647 | $235,851 | $235,851 |
| UBS 96155 | P | $2,078,469 | $1,340,119 | $738,350 | $738,350 |
| UBS 96072 | P | $450,000 | $440,188 | $9,812 | $9,812 |
| UBS 96267 | P | $533,590 | $523,886 | $9,704 | $9,704 |
| UBS 96074 | P | $135,683 | $101,204 | $34,479 | $34,479 |
| UBS 96267 | P | $4,159,099 | $2,227,113 | $1,931,986 | $1,931,986 |
| UBS 96074 | P | $1,732,972 | $1,148,445 | $584,527 | $584,527 |
| UBS 96313 | P | $425,621 | $415,483 | $10,138 | $10,138 |
| UBS 96075 | P | $1,975,395 | $1,949,560 | $25,835 | $25,835 |
| UBS 96313 | P | $1,779,875 | $1,067,629 | $712,246 | $712,246 |
| UBS 96075 | P | $3,606,084 | $2,388,710 | $1,217,374 | $1,217,374 |
| PIEDMONT K-1 OTHER INCOME CAP GN | P | $89 | $89 | $89 | |
| UBS 96076 | P | $109,397 | $128,546 | -$19,149 | -$19,149 |
| UBS 96076 | P | $1,143,087 | $1,112,628 | $30,459 | $30,459 |
| UBS 96078 | P | $179,707 | $175,436 | $4,271 | $4,271 |
| UBS 96078 | P | $681,483 | $677,271 | $4,212 | $4,212 |
| UBS 96079 | P | $2,547,000 | $2,696,370 | -$149,370 | -$149,370 |
| UBS 96079 | P | $500,000 | $484,603 | $15,397 | $15,397 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $5,608,871 | CapitalGainNetIncomeAmt |
| Net Short Term Capital Gain Loss | $87,699 | NetShortTermCapitalGainLossAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | false | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $3,683,359 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $73,753,715 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.049941 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $3,196,285 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $69,082,704 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.046268 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $3,237,221 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $63,138,218 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.051272 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $475,358 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $62,011,584 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.007666 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $1,416,625 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $61,007,821 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.023220 | DistributionYr5Rt |
| Total Distribution | 0.178367 | TotalDistributionRt |
| Average Distribution | 0.035673 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $80,322,390 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $2,865,341 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $72,455 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $2,937,796 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $3,642,916 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Domestic Org Meeting Sect4940e | Yes (X) | DomesticOrgMeetingSect4940eInd |
| Investment Income Excise Tax | $72,455 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $72,455 | SubtotalAmt |
| Tax Based On Investment Income | $72,455 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $107,100 | EstimatedPlusOvpmtIncmTxAmt |
| Extsn Request Income Tax Paid | $4,500 | ExtsnRequestIncomeTaxPaidAmt |
| Total Payments And Credits | $111,600 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Es Penalty | $4 | EsPenaltyAmt |
| Overpayment | $39,141 | OverpaymentAmt |
| Applied To ES Tax | $39,141 | 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 | Yes (true) | 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 (6 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 | 000.00 | $0 | $0 | $0 |
| WILLIAM P MILLS | ||||||||
| 302 RUE LOUIS XIV | LAFAYETTE | LA | 70508 | TRUSTEE | 000.00 | $0 | $0 | $0 |
| CATHARINE O STULLER | ||||||||
| 302 RUE LOUIS XIV | LAFAYETTE | LA | 70508 | TRUSTEE | 000.00 | $0 | $0 | $0 |
| MICHAEL G DEHART | ||||||||
| 302 RUE LOUIS XIV | LAFAYETTE | LA | 70508 | PRESIDENT/TR | 8.00 | $29,797 | $0 | $0 |
| SCOTT BRAZDA | ||||||||
| 223 MAPLEWOOD DRIVE | LAFAYETTE | LA | 70503 | EXECUTIVE DI | 35.00 | $83,181 | $16,254 | $0 |
| ALEXANDRA GRAHAM | ||||||||
| 302 RUE LOUIS XIV | LAFAYETTE | LA | 70508 | TRUSTEE | 000.00 | $0 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
Compensation Of Hghst Pd Cntrct CompensationOfHghstPdCntrctGrp (2 entries)
| Business Name Line2BusinessName/BusinessNameLine2Txt | Address Line1USAddress/AddressLine1Txt | Address Line2USAddress/AddressLine2Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | Service TypeServiceTypeTxt | CompensationCompensationAmt |
|---|---|---|---|---|---|---|---|
| UBS FINANCIAL SERVICES | |||||||
| UBS FINANCIAL SERVICES | 1000 HARBOR BLVD | 1000 HARBOR BLVD | WEEHAWKEN | NJ | 07086 | INVEST ADVISORY | $414,370 |
| FEDERATED MANAGEMENT SERVICES INC | |||||||
| FEDERATED MANAGEMENT SERVICES INC | PO BOX 82277 | PO BOX 82277 | LAFAYETTE | LA | 70598 | MGMT FEES3 | $63,000 |
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 | $74,924,038 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $2,425,302 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $4,196,234 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $81,545,574 | TotalFMVOfUnusedAssetsAmt |
| Adjusted Total FMV Of Unused Ast | $81,545,574 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $1,223,184 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $80,322,390 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $4,016,120 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $4,016,120 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $72,455 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $72,455 | TotalTaxAmt |
| Distributable Before Adj | $3,943,665 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $3,943,665 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $3,943,665 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $1,542,916 | ExpensesAndContributionsAmt |
| Set Aside Cash Distri Test | $2,100,000 | SetAsideCashDistriTestAmt |
| Qualifying Distributions | $3,642,916 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $72,455 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $3,570,461 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $3,943,665 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $2,887,624 | UndistributedIncomePYAmt |
| Qualifying Distributions | $3,642,916 | QualifyingDistributionsAmt |
| Applied To Year1 | $2,887,624 | AppliedToYear1Amt |
| Applied To Current Year | $755,292 | AppliedToCurrentYearAmt |
| Undistributed Income CY | $3,188,373 | 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 | STEVEN RAMOS | 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 | STEVEN_RAMOS@STULLER.COM | RecipientEmailAddressTxt |
| Form And Info And Materials | MUST COMPLETE GRANT APPLICATION | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | MARCH 1, JUNE 1, SEPTEMBER 1, AND DECEMBER 1 | SubmissionDeadlinesTxt |
| Restrictions On Awards | WITHIN SIX PARISHES--- LAFAYETTE, IBERIA, ST. MARTIN, ST. LANDRY, VERMILION AND ACADIA-- THE STULLER FAMILY FOUNDATION PARTNERS WITH A NUMBER OF 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 A GOOD FIT WITH 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, WE WILL SOMETIMES SCHEDULE A SITE VISIT OR CONTACT YOU WITH ADDITIONAL QUESTIONS IN ORDER DERIVE FURTHER INFORMATION ABOUT YOUR ORGANIZATION AND PROJECT. EDUCATIONAL ISSUES ARE QUITE 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 SCHO | 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 | $1,432,695 |
| SEE ATTACHED | |||||||
| SEE ATTACHED | SEE ATTACHED | LA | 70518 | NONE | 501(C)(3) | SEE ATTACHED | $2,365,690 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $3,798,385 | 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 | $2,100,000 | Amt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Apprv Fut | $2,100,000 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $207,082 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $2,100,385 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $5,608,871 | ExclusionAmt |
Other Revenue Described OtherRevenueDescribedGrp (3 entries)
| DescDesc | ExclusionExclusionCd | ExclusionExclusionAmt |
|---|---|---|
| DEFERRED INCOME PYMTS | 14 | $3,715 |
| OTHER INCOME | 14 | $609 |
| PIEDMONT PARTNERS, LP | 14 |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $7,920,662 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $7,920,662 | 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 | $5,521,338 | TotalContributionsAmt |
| Noncash Contribution | Yes (X) | NoncashContributionInd |
Non Cash Property Contribution NonCashPropertyContributionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 1 | ContributorNum |
| Noncash Property | SECURITIES | NoncashPropertyDesc |
| Fair Market Value | $5,521,338 | FairMarketValueAmt |
| Received | 2019-10-04 | ReceivedDt |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | INDIRECT ACCOUNTING FEES | CategoryTxt |
| Amt | $3,860 | 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 |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | SEE ATTACHED SCHEDULE | StockNm |
| EOY Book Value | $76,145,047 | EOYBookValueAmt |
| EOYFMV | $76,145,047 | 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 | $11,006,101 | BookValueAmt |
| EOYFMV | $11,006,101 | EOYFMVAmt |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | PREPAID TAXES | Desc |
| EOY Book Value | $39,141 | EOYBookValueAmt |
| EOYFMV | $39,141 | EOYFMVAmt |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | PENALTIES | Desc |
| Amt | $1,016 | Amt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (7 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|
| EXPENSES | ||
| MILEAGE | $1,938 | $1,938 |
| WEBSITE HOSTING | $1,420 | $1,420 |
| TELEPHONE | $800 | $800 |
| EDUCATION/TRAINING | $135 | $135 |
| OFFICE SUPPLIES | $161 | $161 |
| BANK CHARGES | $12 | $12 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|
| DEFERRED INCOME PYMTS | $3,715 | $3,715 |
| OTHER INCOME | $609 | $609 |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail (2 entries)
| DescDesc | AmtAmt |
|---|---|
| UNREALIZED GAIN ON ASSETS | $6,898,370 |
| NONDIVIDEND DISTRIBUTIONS | $21,547 |
Other Liabilities Schedule OtherLiabilitiesSchedule
Other Liabilities Detail OtherLiabilitiesDetail (2 entries)
| DescDesc | BOY Book ValueBOYBookValueAmt | EOY Book ValueEOYBookValueAmt |
|---|---|---|
| MANAGEMENT FEE PAYABLE | $1,506,223 | $1,506,223 |
| FEDERAL INCOME TAX PAYABLE | $10,455 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (6 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| BROKERAGE FEES | $414,370 | $414,370 | |
| LEGAL & PROFESSIONAL | $80 | $80 | |
| K-1 PORTFOLIO DEDUCTIONS | $11,938 | $11,938 | |
| MANAGEMENT FEES | $63,000 | $63,000 | |
| EXPENSES RELATED TO TE INCOME | -$8,246 | ||
| K-1 INVESTMENT EXPENSES | $21,797 | $21,797 |
Substantial Contributors Sch SubstantialContributorsSch
Substantial Contributor Detail SubstantialContributorDetail
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | PLATINUM BUSINESS INVESTMENT COMPAN | BusinessNameLine1Txt |
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 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|
| FOREIGN TAXES | $27,715 | $27,715 |
| FEDERAL TAX | $67,955 |