STULLER FAMILY FOUNDATION: Form 990PF, tax year 2014
View the entire original 990 at ProPublica ↗
- Organization
- STULLER FAMILY FOUNDATION (EIN 72-1282688)
- Tax period
- 2014-01-01 to 2014-12-31
- Filed
- 2015-11-12
- IRS object ID
- 201543169349101074
- Schema version
- 2014v5.0
- 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
- Investments Corp Stock Schedule
- Other Assets Schedule
- Other Decreases Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Other Liabilities Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2015-11-12T12:03:07-06:00 | ReturnTs |
| Tax Period End | 2014-12-31 | 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 | 2014-01-01 | 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 | 1213 TERRACE HWY | AddressLine1Txt |
| City | BROUSSARD | CityNm |
| State Abbreviation | LA | StateAbbreviationCd |
| ZIP | 70518 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | MICHAEL DEHART | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 3373945432 | PhoneNum |
| Signature | 2015-11-10 | SignatureDt |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | JAN H COWEN CPA | PreparerPersonNm |
| PTIN | P01066313 | PTIN |
| Phone | 3372323637 | PhoneNum |
| Preparation | 2015-11-12 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2014 | TaxYr |
| Build TS | 2016-04-25 22:37:26Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $59,278,676 | 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 | $3,056,414 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $72,306 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $72,306 | InterestOnSavNetInvstIncmAmt |
| Interest On Savings Adj Net Incm | $72,306 | InterestOnSavingsAdjNetIncmAmt |
| Dividends Rev And Expnss | $1,184,501 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $1,184,501 | DividendsNetInvstIncmAmt |
| Dividends Adj Net Incm | $1,184,501 | DividendsAdjNetIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $5,364,957 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $38,109,583 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $5,364,957 | CapGainNetIncmNetInvstIncmAmt |
| Net ST Capital Gain Adj Net Incm | $257,594 | NetSTCapitalGainAdjNetIncmAmt |
| Other Income Rev And Expnss | $416,117 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $416,069 | OtherIncomeNetInvstIncmAmt |
| Other Income Adj Net Incm | $416,117 | OtherIncomeAdjNetIncmAmt |
| Total Rev And Expnss | $10,094,295 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $7,037,833 | TotalNetInvstIncmAmt |
| Total Adj Net Incm | $1,930,518 | TotalAdjNetIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $102,692 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $102,692 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Adj Net Incm | $102,692 | CompOfcrDirTrstAdjNetIncmAmt |
| Oth Empl Slrs Wgs Rev And Expnss | $12,277 | OthEmplSlrsWgsRevAndExpnssAmt |
| Oth Empl Slrs Wgs Net Invst Incm | $12,277 | OthEmplSlrsWgsNetInvstIncmAmt |
| Oth Empl Slrs Wgs Adj Net Incm | $12,277 | OthEmplSlrsWgsAdjNetIncmAmt |
| Accounting Fees Rev And Expnss | $2,020 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $2,020 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Adj Net Incm | $2,020 | AccountingFeesAdjNetIncmAmt |
| Other Prof Fees Rev And Expnss | $268,433 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $268,433 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Adj Net Incm | $268,433 | OtherProfFeesAdjNetIncmAmt |
| Interest Rev And Expnss | $86,209 | InterestRevAndExpnssAmt |
| Interest Net Invst Incm | $86,209 | InterestNetInvstIncmAmt |
| Interest Adj Net Incm | $86,209 | InterestAdjNetIncmAmt |
| Taxes Rev And Expnss | $89,942 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $13,558 | TaxesNetInvstIncmAmt |
| Taxes Adj Net Incm | $13,558 | TaxesAdjNetIncmAmt |
| Trav Conf Meeting Rev And Expnss | $647 | TravConfMeetingRevAndExpnssAmt |
| Trav Conf Meeting Net Invst Incm | $647 | TravConfMeetingNetInvstIncmAmt |
| Trav Conf Meeting Adj Net Incm | $647 | TravConfMeetingAdjNetIncmAmt |
| Other Expenses Rev And Expnss | $7,631 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $7,631 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Adj Net Incm | $7,631 | OtherExpensesAdjNetIncmAmt |
| Tot Opr Expenses Rev And Expnss | $569,851 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $493,467 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $493,467 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $1,416,625 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $1,416,625 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $1,986,476 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $493,467 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $493,467 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $1,416,625 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $8,107,819 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $6,544,366 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $1,437,051 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $1,414,662 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $1,610,849 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $1,610,849 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $53,454,169 | CorporateStockBOYAmt |
| Corporate Stock EOY | $57,597,826 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $57,597,826 | CorporateStockEOYFMVAmt |
| Other Assets BOY | $774,887 | OtherAssetsBOYAmt |
| Other Assets EOY | $70,001 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $70,001 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $55,643,718 | TotalAssetsBOYAmt |
| Total Assets EOY | $59,278,676 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $59,278,676 | TotalAssetsEOYFMVAmt |
| Other Liabilities BOY | $1,154,269 | OtherLiabilitiesBOYAmt |
| Other Liabilities EOY | $1,506,223 | OtherLiabilitiesEOYAmt |
| Total Liabilities BOY | $1,154,269 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $1,506,223 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow SFAS117 | Yes (X) | OrgDoesNotFollowSFAS117Ind |
| Retained Earning BOY | $54,489,449 | RetainedEarningBOYAmt |
| Retained Earning EOY | $57,772,453 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $54,489,449 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $57,772,453 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $55,643,718 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $59,278,676 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $54,489,449 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $8,107,819 | ExcessRevenueOverExpensesAmt |
| Subtotal | $62,597,268 | SubtotalAmt |
| Other Decreases | $4,824,815 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $57,772,453 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (42 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|---|
| UBS - SEE ATTACHED | P | 2014-01-01 | 2014-06-30 | $29,975 | $29,949 | $26 | $26 |
| UBS - SEE ATTACHED | P | 2014-01-01 | 2014-06-30 | $3,297,427 | $3,296,144 | $1,283 | $1,283 |
| UBS - SEE ATTACHED | P | 2010-01-01 | 2014-12-31 | $355,417 | $214,459 | $140,958 | $140,958 |
| UBS - SEE ATTACHED | P | 2012-01-01 | 2014-12-31 | $3,890,537 | $3,875,945 | $14,592 | $14,592 |
| UBS - SEE ATTACHED | P | 2012-01-01 | 2014-12-31 | $4,005,699 | $3,998,555 | $7,144 | $7,144 |
| UBS - SEE ATTACHED | P | 2014-01-01 | 2014-06-30 | $991,985 | $912,579 | $79,406 | $79,406 |
| UBS - SEE ATTACHED | P | 2014-01-01 | 2014-06-30 | $580,783 | $544,232 | $36,551 | $36,551 |
| UBS - SEE ATTACHED | P | 2014-01-01 | 2014-06-30 | $1,028,081 | $1,032,166 | -$4,085 | -$4,085 |
| UBS - SEE ATTACHED | P | 2012-01-01 | 2014-12-31 | $1,168,624 | $798,745 | $369,879 | $369,879 |
| UBS - SEE ATTACHED | P | 2012-01-01 | 2014-12-31 | $2,603,341 | $1,693,335 | $910,006 | $910,006 |
| UBS - SEE ATTACHED | P | 2014-01-01 | 2014-06-30 | $631,127 | $641,511 | -$10,384 | -$10,384 |
| UBS - SEE ATTACHED | P | 2010-01-01 | 2014-12-31 | $27,317 | $16,027 | $11,290 | $11,290 |
| UBS - SEE ATTACHED | P | 2010-01-01 | 2014-12-31 | $1,031,988 | $667,336 | $364,652 | $364,652 |
| UBS - SEE ATTACHED | P | 2012-01-01 | 2014-12-31 | $171,075 | $172,134 | -$1,059 | -$1,059 |
| UBS - SEE ATTACHED | P | 2014-01-01 | 2014-06-30 | $716,918 | $678,986 | $37,932 | $37,932 |
| UBS - SEE ATTACHED | P | 2014-01-01 | 2014-06-30 | $152,653 | $146,188 | $6,465 | $6,465 |
| UBS - SEE ATTACHED | P | 2010-01-01 | 2014-12-31 | $3,350,451 | $3,417,972 | -$67,521 | -$67,521 |
| UBS - SEE ATTACHED | P | 2012-01-01 | 2014-12-31 | $1,199,806 | $926,554 | $273,252 | $273,252 |
| UBS - SEE ATTACHED | P | 2012-01-01 | 2014-12-31 | $430,640 | $325,522 | $105,118 | $105,118 |
| UBS - SEE ATTACHED | P | 2012-01-01 | 2014-12-31 | $62,773 | $62,773 | ||
| UBS - SEE ATTACHED | P | 2010-01-01 | 2014-12-31 | $30,051 | $22,646 | $7,405 | $7,405 |
| UBS - SEE ATTACHED | P | 2010-01-01 | 2014-12-31 | $69,397 | $46,042 | $23,355 | $23,355 |
| UBS - SEE ATTACHED | P | 2014-01-01 | 2014-06-30 | $9,039 | $8,717 | $322 | $322 |
| UBS - SEE ATTACHED | P | 2014-01-01 | 2014-06-30 | $1,079,378 | $1,026,663 | $52,715 | $52,715 |
| UBS - SEE ATTACHED | P | 2014-01-01 | 2014-06-30 | $486,370 | $439,798 | $46,572 | $46,572 |
| UBS - SEE ATTACHED | P | 2014-01-01 | 2014-06-30 | $198,542 | $200,628 | -$2,086 | -$2,086 |
| UBS - SEE ATTACHED | P | 2012-01-01 | 2014-12-31 | $772,927 | $458,038 | $314,889 | $314,889 |
| UBS - SEE ATTACHED | P | 2012-01-01 | 2014-12-31 | $1,931,991 | $1,016,296 | $915,695 | $915,695 |
| UBS - SEE ATTACHED | P | 2012-01-01 | 2014-12-31 | $152,317 | $165,072 | -$12,755 | -$12,755 |
| UBS - SEE ATTACHED | P | 2010-01-01 | 2014-12-31 | $67,064 | $39,468 | $27,596 | $27,596 |
| UBS - SEE ATTACHED | P | 2010-01-01 | 2014-12-31 | $9,070 | $5,897 | $3,173 | $3,173 |
| UBS - SEE ATTACHED | P | 2010-01-01 | 2014-12-31 | $835,506 | $893,331 | -$57,825 | -$57,825 |
| K-1 SALIENT | P | 2014-01-01 | 2014-06-30 | $18,408 | -$18,408 | -$18,408 | |
| UBS - SEE ATTACHED | P | 2014-01-01 | 2014-06-30 | $1,653,908 | $1,621,117 | $32,791 | $32,791 |
| UBS - SEE ATTACHED | P | 2014-01-01 | 2014-06-30 | $187,476 | $183,236 | $4,240 | $4,240 |
| K-1 SALIENT | P | 2012-01-01 | 2014-12-31 | $158,687 | $158,687 | $158,687 | |
| UBS - SEE ATTACHED | P | 2012-01-01 | 2014-12-31 | $2,614,136 | $1,805,257 | $808,879 | $808,879 |
| UBS - SEE ATTACHED | P | 2012-01-01 | 2014-12-31 | $960,425 | $693,230 | $267,195 | $267,195 |
| UBS - SEE ATTACHED | P | 2010-01-01 | 2014-12-31 | $43,696 | $17,559 | $26,137 | $26,137 |
| UBS - SEE ATTACHED | P | 2014-01-01 | 2014-06-30 | $60,691 | $66,437 | -$5,746 | -$5,746 |
| UBS - SEE ATTACHED | P | 2012-01-01 | 2014-12-31 | $21,467 | $7,040 | $14,427 | $14,427 |
| UBS - SEE ATTACHED | P | 2012-01-01 | 2014-12-31 | $881,461 | $558,634 | $322,827 | $322,827 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $5,364,957 | CapitalGainNetIncomeAmt |
| Net Short Term Capital Gain Loss | $257,594 | NetShortTermCapitalGainLossAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | false | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $931,992 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $49,900,811 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.018677 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $1,250,463 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $44,030,953 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.028400 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $2,509,368 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $41,531,639 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.060421 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $445,843 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $35,058,154 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.012717 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $2,403,052 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $24,247,601 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.099105 | DistributionYr5Rt |
| Total Distribution | 0.219320 | TotalDistributionRt |
| Average Distribution | 0.043864 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $61,007,821 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $2,676,047 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $65,444 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $2,741,491 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $1,416,625 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $130,887 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $130,887 | SubtotalAmt |
| Tax Based On Investment Income | $130,887 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $70,000 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $70,000 | TotalPaymentsAndCreditsAmt |
| Tax Due | $60,887 | 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 |
| 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 | N/A | 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 | 1213 TERRACE HWY | AddressLine1Txt |
| City | BROUSSARD | CityNm |
| State Abbreviation | LA | StateAbbreviationCd |
| ZIP | 70518 | 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 | false | 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 | 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 (5 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 | ||||||||
| 1213 TERRACE HWY | BROUSSARD | LA | 70518 | TRUSTEE | 0.00 | $0 | $0 | $0 |
| WILLIAM P MILLS | ||||||||
| 302 RUE LOUIS XIV | LAFAYETTE | LA | 70505 | TRUSTEE | 0.00 | $0 | $0 | $0 |
| CATHARINE O STULLER | ||||||||
| 1213 TERRACE HWY | BROUSSARD | LA | 70518 | TRUSTEE | 0.00 | $0 | $0 | $0 |
| MICHAEL G DEHART | ||||||||
| 1213 TERRACE HWY | BROUSSARD | LA | 70518 | PRESIDENT | 5.00 | $30,000 | $359,553 | $0 |
| SCOTT BRAZDA | ||||||||
| 223 MAPLEWOOD DRIVE | LAFAYETTE | LA | 70503 | EXECUTIVE DI | 35.00 | $72,692 | $7,721 | $647 |
| 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 | $268,433 |
| 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 | $67,270 |
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 | $59,875,364 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $1,639,066 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $422,444 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $61,936,874 | TotalFMVOfUnusedAssetsAmt |
| Adjusted Total FMV Of Unused Ast | $61,936,874 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $929,053 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $61,007,821 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $3,050,391 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $3,050,391 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $130,887 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $130,887 | TotalTaxAmt |
| Distributable Before Adj | $2,919,504 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $2,919,504 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $2,919,504 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $1,416,625 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $1,416,625 | QualifyingDistributionsAmt |
| Adjusted Qualifying Distri | $1,416,625 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $2,919,504 | DistributableAsAdjustedAmt |
| Qualifying Distributions | $1,416,625 | QualifyingDistributionsAmt |
| Applied To Current Year | $1,416,625 | AppliedToCurrentYearAmt |
| Undistributed Income CY | $1,502,879 | UndistributedIncomeCYAmt |
Supplementary Information SupplementaryInformationGrp
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 | 1213 TERRACE HWY | AddressLine1Txt |
| City | BROUSSARD | CityNm |
| State Abbreviation | LA | StateAbbreviationCd |
| ZIP | 70518 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 3373945432 | RecipientPhoneNum |
| 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 | GRANTS LIMITED TO ORGANIZATIONS LOCATED IN THE 7 PARISHES ADJACENT TO, AND INCLUDING, LAFAYETTE PARISH, LA | 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 | $1,416,625 | Amt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $1,416,625 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $71,958 | ExclusionAmt |
| Related Or Exempt Function Incm | $348 | RelatedOrExemptFunctionIncmAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $1,184,501 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | $5,364,957 | RelatedOrExemptFunctionIncmAmt |
Other Revenue Described OtherRevenueDescribedGrp (3 entries)
| DescDesc | BusinessBusinessCd | Unrelated Business Taxbl IncmUnrelatedBusinessTaxblIncmAmt | ExclusionExclusionCd | ExclusionExclusionAmt |
|---|---|---|---|---|
| K-1 SALIENT | 900099 | $48 | 14 | |
| SECURITIES INCOME | 14 | $1,096 | ||
| K-1 SALIENT | 14 | $414,973 |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $48 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $1,672,528 | ExclusionAmt |
| Related Or Exempt Function Incm | $5,365,305 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $7,037,881 | 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 | 1213 TERRACE HIGHWAY | AddressLine1Txt |
| City | BROUSSARD | CityNm |
| State Abbreviation | LA | StateAbbreviationCd |
| ZIP | 70518 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | $3,056,414 | 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 | $3,056,414 | FairMarketValueAmt |
| Received | 2014-12-31 | ReceivedDt |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | INDIRECT ACCOUNTING FEES | CategoryTxt |
| Amt | $2,020 | Amt |
| Net Investment Income | $2,020 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $2,020 | AdjustedNetIncomeAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | SEE ATTACHED SCHEDULE | StockNm |
| EOY Book Value | $57,597,826 | EOYBookValueAmt |
| EOYFMV | $57,597,826 | EOYFMVAmt |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp (4 entries)
| DescDesc | BOY Book ValueBOYBookValueAmt | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| ESCROW DEPOSITS | $37,886 | ||
| LOAN RECEIVABLE | $710,000 | ||
| PREPAID TAXES | $27,000 | $70,000 | $70,000 |
| ROUNDING | $1 | $1 | $1 |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail (2 entries)
| DescDesc | AmtAmt |
|---|---|
| UNREALIZED LOSS ON ASSETS | $4,465,262 |
| DEFERRED COMPENSATION | $359,553 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (11 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt |
|---|---|---|---|
| EXPENSES | |||
| INSURANCE | |||
| MEETING SUPPLIES | $44 | $44 | $44 |
| MILEAGE | $923 | $923 | $923 |
| WEBSITE HOSTING | $1,651 | $1,651 | $1,651 |
| OTHER ADMINISTRATIVE EXPENSE | $97 | $97 | $97 |
| DUES | $1,475 | $1,475 | $1,475 |
| TRAINING | $593 | $593 | $593 |
| OFFICE EXPENSE | $467 | $467 | $467 |
| SUBSCRIPTIONS | $100 | $100 | $100 |
| INVESTMENT EXPENSES | $2,281 | $2,281 | $2,281 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail (3 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Adjusted Net IncomeAdjustedNetIncomeAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|---|
| K-1 SALIENT | $48 | $48 | |
| SECURITIES INCOME | $1,096 | $1,096 | $1,096 |
| K-1 SALIENT | $414,973 | $414,973 | $414,973 |
Other Liabilities Schedule OtherLiabilitiesSchedule
Other Liabilities Detail OtherLiabilitiesDetail (2 entries)
| DescDesc | BOY Book ValueBOYBookValueAmt | EOY Book ValueEOYBookValueAmt |
|---|---|---|
| MANAGEMENT FEE PAYABLE | $1,146,670 | $1,506,223 |
| ACCRUED INTEREST | $7,599 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | BROKERAGE FEES | CategoryTxt |
| Amt | $268,433 | Amt |
| Net Investment Income | $268,433 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $268,433 | AdjustedNetIncomeAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt |
|---|---|---|---|
| FOREIGN TAXES | $13,558 | $13,558 | $13,558 |
| FEDERAL TAX | $76,384 |