STULLER FAMILY FOUNDATION: Form 990PF, tax year 2017
View the entire original 990 at ProPublica ↗
- Organization
- STULLER FAMILY FOUNDATION (EIN 72-1282688)
- Tax period
- 2017-01-01 to 2017-12-31
- Filed
- 2018-11-15
- IRS object ID
- 201843199349102284
- Schema version
- 2017v2.3
- 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
- Investments Corp Stock Schedule
- Other Assets Schedule
- 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 | 2018-11-15T11:26:23-06:00 | ReturnTs |
| Tax Period End | 2017-12-31 | 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 | 2017-01-01 | 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 | 2018-11-07 | SignatureDt |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | JAN H COWEN CPA | PreparerPersonNm |
| PTIN | P01066313 | PTIN |
| Phone | 3372323637 | PhoneNum |
| Preparation | 2018-11-15 | PreparationDt |
Filing Security Information FilingSecurityInformation
IP Address IPAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| I Pv4 Address | 74.80.24.171 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IP | 2018-11-15 | IPDt |
| IP Tm | 11:26:23 | 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 | 2017 | TaxYr |
| Build TS | 2019-02-21 02:37:17Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Change | Yes (X) | AddressChangeInd |
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $74,468,151 | 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 | $4,711,509 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $32,473 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $31,956 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $1,438,350 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $1,438,350 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $5,316,513 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $30,023,187 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $5,316,513 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | -$224,081 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | -$224,081 | OtherIncomeNetInvstIncmAmt |
| Other Income Adj Net Incm | -$224,081 | OtherIncomeAdjNetIncmAmt |
| Total Rev And Expnss | $11,274,764 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $6,562,738 | TotalNetInvstIncmAmt |
| Total Adj Net Incm | -$224,081 | TotalAdjNetIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $205,738 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $130,000 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $75,738 | CompOfcrDirTrstDsbrsChrtblAmt |
| Pension Empl Bnft Rev And Expnss | $17,696 | PensionEmplBnftRevAndExpnssAmt |
| Pension Empl Bnft Dsbrs Chrtbl | $17,696 | PensionEmplBnftDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $4,370 | AccountingFeesRevAndExpnssAmt |
| Other Prof Fees Rev And Expnss | $317,119 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $317,119 | OtherProfFeesNetInvstIncmAmt |
| Interest Rev And Expnss | $41,111 | InterestRevAndExpnssAmt |
| Interest Net Invst Incm | $41,111 | InterestNetInvstIncmAmt |
| Taxes Rev And Expnss | $109,576 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $19,783 | TaxesNetInvstIncmAmt |
| Trav Conf Meeting Rev And Expnss | $157 | TravConfMeetingRevAndExpnssAmt |
| Trav Conf Meeting Dsbrs Chrtbl | $157 | TravConfMeetingDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $4,999 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Dsbrs Chrtbl | $4,999 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $700,766 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $508,013 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $98,590 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $3,158,242 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $711,738 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $3,859,008 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $508,013 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $810,328 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $7,415,756 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $6,054,725 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $2,142,532 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $2,964,698 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $2,964,698 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $61,740,880 | CorporateStockBOYAmt |
| Corporate Stock EOY | $71,503,453 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $71,503,453 | CorporateStockEOYFMVAmt |
| Other Assets BOY | $66,874 | OtherAssetsBOYAmt |
| Total Assets BOY | $63,950,286 | TotalAssetsBOYAmt |
| Total Assets EOY | $74,468,151 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $74,468,151 | TotalAssetsEOYFMVAmt |
| Grants Payable EOY | $2,446,504 | GrantsPayableEOYAmt |
| Other Liabilities BOY | $1,506,223 | OtherLiabilitiesBOYAmt |
| Other Liabilities EOY | $1,507,522 | OtherLiabilitiesEOYAmt |
| Total Liabilities BOY | $1,506,223 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $3,954,026 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow SFAS117 | Yes (X) | OrgDoesNotFollowSFAS117Ind |
| Retained Earning BOY | $62,444,063 | RetainedEarningBOYAmt |
| Retained Earning EOY | $70,514,125 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $62,444,063 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $70,514,125 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $63,950,286 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $74,468,151 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $62,444,063 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $7,415,756 | ExcessRevenueOverExpensesAmt |
| Other Increases | $654,441 | OtherIncreasesAmt |
| Subtotal | $70,514,260 | SubtotalAmt |
| Other Decreases | $135 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $70,514,125 | 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 | SoldSoldDt |
|---|---|---|---|---|---|---|
| UBS 96062 | P | $253,679 | $208,341 | $45,338 | $45,338 | |
| UBS 96267 | P | $2,665,474 | $1,712,504 | $952,970 | $952,970 | |
| UBS 96062 | P | $728,899 | $617,039 | $111,860 | $111,860 | |
| UBS 96313 | P | $1,654,959 | $1,551,558 | $103,401 | $103,401 | |
| UBS 96072 | P | $2,808,186 | $2,808,439 | -$253 | -$253 | |
| UBS 96313 | P | $2,830,938 | $1,512,429 | $1,318,509 | $1,318,509 | |
| UBS 96074 | P | $92,304 | $59,810 | $32,494 | $32,494 | |
| UBS 96076 | P | $227 | $227 | $227 | ||
| UBS 96074 | P | $3,461,478 | $1,941,472 | $1,520,006 | $1,520,006 | |
| SALIENT K-1 | P | $65,653 | -$65,653 | -$65,653 | ||
| UBS 96075 | P | $2,074,560 | $1,932,885 | $141,675 | $141,675 | |
| SALIENT K-1 | P | $2,487 | -$2,487 | -$2,487 | ||
| UBS 96075 | P | $428,211 | $328,571 | $99,640 | $99,640 | |
| SALIENT K-1 1256 ST | P | $451 | -$451 | -$451 | ||
| UBS 96076 | P | $971,855 | $914,806 | $57,049 | $57,049 | |
| SALIENT K-1 1256 LT | P | $677 | -$677 | -$677 | ||
| UBS 96076 | P | $2,404,840 | $2,231,499 | $173,341 | $173,341 | |
| SALIENT K-1 DISPOSAL | P | $5,592 | -$5,592 | -$5,592 | 2017-12-31 | |
| UBS 96079 | P | $4,635,000 | $4,714,646 | -$79,646 | -$79,646 | |
| UBS 96152 | P | $320,408 | $314,032 | $6,376 | $6,376 | |
| UBS 96152 | P | $2,920,815 | $2,375,807 | $545,008 | $545,008 | |
| UBS 96155 | P | $87,164 | $93,471 | -$6,307 | -$6,307 | |
| UBS 96155 | P | $1,249,981 | $1,068,561 | $181,420 | $181,420 | |
| UBS 96267 | P | $273,134 | $245,944 | $27,190 | $27,190 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $5,316,513 | CapitalGainNetIncomeAmt |
| Net Short Term Capital Gain Loss | $340,859 | NetShortTermCapitalGainLossAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | false | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $3,237,221 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $63,138,218 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.051272 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $475,358 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $62,011,584 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.007666 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $1,416,625 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $61,007,821 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.023220 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $931,992 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $49,900,811 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.018677 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $1,250,463 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $44,030,953 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.028400 | DistributionYr5Rt |
| Total Distribution | 0.129235 | TotalDistributionRt |
| Average Distribution | 0.025847 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $69,082,704 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $1,785,581 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $60,547 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $1,846,128 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $3,256,832 | 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 | $60,547 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $60,547 | SubtotalAmt |
| Tax Based On Investment Income | $60,547 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $59,248 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $59,248 | TotalPaymentsAndCreditsAmt |
| Tax Due | $1,299 | 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 | LA | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (true) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | false | PrivateOperatingFoundationInd |
| New Substantial Contributors | false | NewSubstantialContributorsInd |
| Own Controlled Entity | false | OwnControlledEntityInd |
| Donor Advised Fund | false | 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 |
| Uncorrected Prior Acts | false | UncorrectedPriorActsInd |
| Undistributed Income PY | false | UndistributedIncomePYInd |
| Business Holdings | Yes (true) | BusinessHoldingsInd |
| Excess Business Holdings | false | ExcessBusinessHoldingsInd |
| 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 |
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 | 0.25 | $0 | $0 | $0 |
| WILLIAM P MILLS | ||||||||
| 302 RUE LOUIS XIV | LAFAYETTE | LA | 70508 | TRUSTEE | 0.25 | $0 | $0 | $0 |
| CATHARINE O STULLER | ||||||||
| 302 RUE LOUIS XIV | LAFAYETTE | LA | 70508 | TRUSTEE | 0.25 | $0 | $0 | $0 |
| MICHAEL G DEHART | ||||||||
| 302 RUE LOUIS XIV | LAFAYETTE | LA | 70508 | PRESIDENT/TR | 8.00 | $130,000 | $0 | $0 |
| SCOTT BRAZDA | ||||||||
| 223 MAPLEWOOD DRIVE | LAFAYETTE | LA | 70503 | EXECUTIVE DI | 35.00 | $75,738 | $0 | $0 |
| ALEXANDRA GRAHAM | ||||||||
| 302 RUE LOUIS XIV | LAFAYETTE | LA | 70508 | TRUSTEE | 0.25 | $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 | $259,367 |
| SALIENT MLP TE FUND LP | |||||||
| SALIENT MLP TE FUND LP | 4265 SAN FELIPE ST 8TH FLOOR | 4265 SAN FELIPE ST 8TH FLOOR | HOUSTON | TX | 770272920 | INVEST ADVISORY | $57,752 |
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 | $67,225,858 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $2,908,867 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $70,134,725 | TotalFMVOfUnusedAssetsAmt |
| Adjusted Total FMV Of Unused Ast | $70,134,725 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $1,052,021 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $69,082,704 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $3,454,135 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $3,454,135 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $60,547 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $60,547 | TotalTaxAmt |
| Distributable Before Adj | $3,393,588 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $3,393,588 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $3,393,588 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $810,328 | ExpensesAndContributionsAmt |
| Set Aside Cash Distri Test | $2,446,504 | SetAsideCashDistriTestAmt |
| Qualifying Distributions | $3,256,832 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $60,547 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $3,196,285 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $3,393,588 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $2,888,651 | UndistributedIncomePYAmt |
| Qualifying Distributions | $3,256,832 | QualifyingDistributionsAmt |
| Applied To Year1 | $2,888,651 | AppliedToYear1Amt |
| Applied To Current Year | $368,181 | AppliedToCurrentYearAmt |
| Undistributed Income CY | $3,025,407 | 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 | SCOTT BRAZDA | 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 | SCOTT_BRAZDA@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
| 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 | GENERAL | GrantOrContributionPurposeTxt |
| Amt | $711,738 | Amt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $711,738 | 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 | $2,446,504 | Amt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Apprv Fut | $2,446,504 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $32,473 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $1,438,350 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $5,316,513 | ExclusionAmt |
Other Revenue Described OtherRevenueDescribedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | K-1 SALIENT | Desc |
| Exclusion | 10 | ExclusionCd |
| Exclusion | -$224,081 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $6,563,255 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $6,563,255 | 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 Person | MATTHEW G STULLER SR | ContributorPersonNm |
Contributor US Address ContributorUSAddress
| 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) |
|---|---|---|
| Total Contributions | $4,711,509 | TotalContributionsAmt |
| Noncash Contribution | Yes (X) | NoncashContributionInd |
Non Cash Property Contribution NonCashPropertyContributionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 1 | ContributorNum |
| Noncash Property | MARKETABLE SECURITIES | NoncashPropertyDesc |
| Fair Market Value | $4,711,509 | FairMarketValueAmt |
| Received | 2017-10-31 | ReceivedDt |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | INDIRECT ACCOUNTING FEES | CategoryTxt |
| Amt | $4,370 | Amt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | SEE ATTACHED SCHEDULE | StockNm |
| EOY Book Value | $71,503,453 | EOYBookValueAmt |
| EOYFMV | $71,503,453 | EOYFMVAmt |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | PREPAID TAXES | Desc |
| BOY Book Value | $66,874 | BOYBookValueAmt |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | PENALTIES | Desc |
| Amt | $135 | Amt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (6 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|
| EXPENSES | ||
| MILEAGE | $2,232 | $2,232 |
| WEBSITE HOSTING | $1,105 | $1,105 |
| OFFICE SUPPLIES | $113 | $113 |
| DUES | $750 | $750 |
| TELEPHONE | $799 | $799 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | K-1 SALIENT | Desc |
| Revenue And Expenses Per Books | -$224,081 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | -$224,081 | NetInvestmentIncomeAmt |
| Adjusted Net Income | -$224,081 | AdjustedNetIncomeAmt |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | UNREALIZED GAIN ON ASSETS | Desc |
| Amt | $654,441 | Amt |
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 | $1,299 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|
| BROKERAGE FEES | $317,119 | $317,119 |
| LEGAL & PROFESSIONAL |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (3 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|
| FOREIGN TAXES | $19,783 | $19,783 |
| FEDERAL TAX | $29,246 | |
| FEDERAL TAX | $60,547 |