Form990-PF

Department of the Treasury
Internal Revenue Service
Return of Private Foundation
or Section 4947(a)(1) Trust Treated as Private Foundation
bulletDo not enter Social Security numbers on this form as it may be made public. By law, the IRS cannot redact the information on the form.
bulletInformation about Form 990-PF and its instructions is at www.irs.gov/form990pf.
OMB No. 1545-0052
2013
Open to Public Inspection
For calendar year 2013, or tax year beginning 08-01-2013 , and ending 07-31-2014
Name of foundation
THE STANZEL FAMILY FOUNDATION INC
 

Number and street (or P.O. box number if mail is not delivered to street address)P O BOX 6   Room/suite
City or town, state or province, country, and ZIP or foreign postal code
SCHULENBURG, TX78956
A Employer identification number

74-2579827
B Telephone number (see instructions)

(979) 743-6559
C bullet
G Check all that apply:

D 1. bullet
2. bullet
E bullet
H Check type of organization:
I Fair market value of all assets at end
of year (from Part II, col. (c),
line 16)bullet$18,758,679
J Accounting method:
 
(Part I, column (d) must be on cash basis.)
F bullet
Part I Analysis of Revenue and Expenses (The total of amounts in columns (b), (c), and (d) may not necessarily equal the amounts in column (a) (see instructions).) (a) Revenue and
expenses per
books
(b) Net investment
income
(c) Adjusted net
income
(d) Disbursements
for charitable
purposes
(cash basis only)
Revenue 1 Contributions, gifts, grants, etc., received (attach schedule) 54,065
2 Check bullet
3 Interest on savings and temporary cash investments      
4 Dividends and interest from securities...... 370,217 370,180  
5a Gross rents..............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 916,898
b Gross sales price for all assets on line 6a 4,562,503
7 Capital gain net income (from Part IV, line 2)... 916,898
8 Net short-term capital gain.........  
9 Income modifications...........  
10a Gross sales less returns and allowances 169
b Less: Cost of goods sold.... 96
c Gross profit or (loss) (attach schedule)..... 73  
11 Other income (attach schedule)....... 24,762 0  
12 Total. Add lines 1 through 11........ 1,366,015 1,287,078  
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 0 0   0
14 Other employee salaries and wages...... 309,313 0   303,492
15 Pension plans, employee benefits.......        
16a Legal fees (attach schedule).........        
b Accounting fees (attach schedule)....... 21,296 10,371   3,120
c Other professional fees (attach schedule).... 183,837 172,057   11,780
17 Interest...............        
18 Taxes (attach schedule) (see instructions) 73,722 3,516   23,750
19 Depreciation (attach schedule) and depletion... 62,846 0  
20 Occupancy..............        
21 Travel, conferences, and meetings....... 13,890 0   13,060
22 Printing and publications.......... 1,499 0   1,326
23 Other expenses (attach schedule)....... 108,713 241   130,964
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 775,116 186,185   487,492
25 Contributions, gifts, grants paid........ 287,440 287,440
26 Total expenses and disbursements. Add lines 24 and 25 1,062,556 186,185   774,932
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements 303,459
b Net investment income (if negative, enter -0-) 1,100,893
c Adjusted net income (if negative, enter -0-)...  
For Paperwork Reduction Act Notice, see instructions.
Cat. No. 11289X Form 990-PF (2013)
Form 990-PF (2013)
Page 2
Part II Balance Sheets Attached schedules and amounts in the description column
should be for end-of-year amounts only. (See instructions.)
Beginning of year End of year
(a) Book Value (b) Book Value (c) Fair Market Value
Assets 1 Cash—non-interest-bearing............... 250,427 359,227 359,227
2 Savings and temporary cash investments.......... 3 3 3
3 Accounts receivable bullet  
Less: allowance for doubtful accounts bullet        
4 Pledges receivable bullet  
Less: allowance for doubtful accounts bullet        
5 Grants receivable.................      
6 Receivables due from officers, directors, trustees, and other
disqualified persons (attach schedule) (see instructions).....      
7 Other notes and loans receivable (attach schedule) bullet  
Less: allowance for doubtful accounts bullet        
8 Inventories for sale or use............... 1,634 1,403 1,403
9 Prepaid expenses and deferred charges...........      
10a Investments—U.S. and state government obligations (attach schedule)      
b Investments—corporate stock (attach schedule)........      
c Investments—corporate bonds (attach schedule)........      
11 Investments—land, buildings, and equipment: basis bullet  
Less: accumulated depreciation (attach schedule) bullet        
12 Investments—mortgage loans..............      
13 Investments—other (attach schedule)........... 12,211,058 Click to see attachment12,421,766 17,767,833
14 Land, buildings, and equipment: basis bullet2,072,953
Less: accumulated depreciation (attach schedule) bullet1,442,740 645,930 Click to see attachment630,213 630,213
15 Other assets (describe bullet)      
16 Total assets (to be completed by all filers—see the
instructions. Also, see page 1, item I) 13,109,052 13,412,612 18,758,679
Liabilities 17 Accounts payable and accrued expenses..........    
18 Grants payable................... 244,037 360,899
19 Deferred revenue..................    
20 Loans from officers, directors, trustees, and other disqualified persons    
21 Mortgages and other notes payable (attach schedule)......    
22 Other liabilities (describe bullet) Click to see attachment226 Click to see attachment327
23 Total liabilities (add lines 17 through 22).......... 244,263 361,226
Net Assets or Fund Balances bullet
and complete lines 24 through 26 and lines 30 and 31.
24 Unrestricted....................    
25 Temporarily restricted................    
26 Permanently restricted................    
bullet
and complete lines 27 through 31.
27 Capital stock, trust principal, or current funds......... 12,864,789 13,051,386
28 Paid-in or capital surplus, or land, bldg., and equipment fund 0 0
29 Retained earnings, accumulated income, endowment, or other funds 0 0
30 Total net assets or fund balances (see page 17 of the
instructions).................... 12,864,789 13,051,386
31 Total liabilities and net assets/fund balances (see page 17 of
the instructions).................. 13,109,052 13,412,612
Part III Analysis of Changes in Net Assets or Fund Balances
1 Total net assets or fund balances at beginning of year—Part II, column (a), line 30 (must agree
with end-of-year figure reported on prior year’s return)............... 1 12,864,789
2 Enter amount from Part I, line 27a..................... 2 303,459
3 Other increases not included in line 2 (itemize) bullet 3 0
4 Add lines 1, 2, and 3.......................... 4 13,168,248
5 Decreases not included in line 2 (itemize) bulletClick to see attachment 5 116,862
6 Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 30. 6 13,051,386
Form 990-PF (2013)
Form 990-PF (2013)
Page 3
Part IV
Capital Gains and Losses for Tax on Investment Income
(a) List and describe the kind(s) of property sold (e.g., real estate,
2-story brick warehouse; or common stock, 200 shs. MLC Co.)
(b) How acquired
P—Purchase
D—Donation
(c) Date acquired
(mo., day, yr.)
(d) Date sold
(mo., day, yr.)
1 a GB MALLINCKRODT PUB LTD CO - 62 SH   2010-09-14 2013-08-05
b GB FISHER COMMUNICATIONS INC - 500 SH   2009-06-09 2013-08-08
c GB FISHER COMMUNICATIONS INC - 1000 SH   2009-10-15 2013-08-08
d GB DELL INC - 4000 SH   2013-02-05 2013-08-07
e GB EATON CORP PLC - 619 SH   2012-12-03 2013-09-09
GB INTERMEC INC - 1000 SH   2010-07-07 2013-09-16
GB STERLING BANCORP/DE - .25 SH   2010-01-07 2013-11-01
GB STERLING BANCORP/DE - CIL   2013-11-01 2013-11-01
GB ROCHESTER MED CORP COM - 2000 SH   2010-09-14 2013-11-14
GB TOOTSIE ROLL INDS INC - .68 SH   2008-05-20 2014-02-28
GB TREDEGAR CORPORATIONS RTS - TENDER OFFER   2014-03-14 2014-03-14
GB BEAM INC COM - 800 SH   2009-02-02 2014-04-30
GB TOOTSIE ROLL INDS INC - CIL   2014-04-04 2014-04-04
GB TIME INC NEW - 50 SH   2009-06-09 2014-06-19
GB HILLSHIRE BRANDS CO - 800 SH   2010-10-18 2014-07-02
GB LIBERTY MEDIA CORP SERIES C - 35.238 SH   2001-04-26 2014-07-28
GB LIBERTY MEDIA CORP SERIES C - 100 SH   2001-04-26 2014-07-28
GB LIBERTY MEDIA CORP SERIES C - 1.410 SH   2002-11-29 2014-07-28
GB LIBERTY MEDIA CORP SERIES C - 2.820 SH   2002-11-29 2014-07-28
GB LIBERTY MEDIA CORP SERIES C - 8 SH   2002-11-29 2014-07-28
GB LIBERTY MEDIA CORP SERIES C - 4 SH   2002-11-29 2014-07-28
GB LIBERTY MEDIA CORP SERIES C - 63.452 SH   2004-02-11 2014-07-28
GB LIBERTY MEDIA CORP SERIES C - 180 SH   2004-02-11 2014-07-28
GB LIBERTY MEDIA CORP SERIES C - 38.071 SH   2004-12-22 2014-07-28
GB LIBERTY MEDIA CORP SERIES C - 49.006 SH   2004-12-22 2014-07-28
GB NEWS CORP NEW CL A - 73.703 SH   1999-10-20 2014-07-28
GB NEWS CORP NEW CL A - 234.170 SH   1999-10-25 2014-07-28
GB NEWS CORP NEW CL A - 267.126 SH   1999-11-17 2014-07-28
JPM1 PIMCO EMERGING MARKETS CORP BOND FD - 1372.392 SH   2011-06-08 2013-08-21
JPM1 PIMCO EMERGING MARKETS CORP BOND FD - 546.179 SH   2013-04-03 2013-08-21
JPM1 VODAFONE GROUP PLC - 257 SH   2011-06-08 2013-09-04
JPM1 VODAFONE GROUP PLC - 64 SH   2013-04-03 2013-09-04
JPM1 YUM BRANDS INC - 107 SH   2012-07-17 2013-10-09
JPM1 YUM BRANDS INC - 11 SH   2013-04-03 2013-10-09
JPM1 YUM BRANDS INC - 7 SH   2013-09-27 2013-10-09
JPM1 PIMCO EMERGING MARKETS CORP BOND FD - 284.211 SH   2011-06-08 2013-12-16
JPM1 PIMCO EMERGING MARKETS CORP BOND FD - 1163.260   2012-04-12 2013-12-16
JPM1 JPM EMERG MRKT EQUITY FD - 963.909 SH   2011-06-08 2013-12-20
JPM1 JPM LATIN AMERICA FD - 971.511 SH   2011-06-08 2013-12-20
JPM1 JPM LATIN AMERICA FD - 353.888 SH   2013-01-04 2013-12-20
JPM1 JPM LATIN AMERICA FD - 243.815 SH   2013-04-03 2013-12-20
JPM1 JPM LATIN AMERICA FD - 82.988 SH   2013-09-27 2013-12-20
JPM1 DREYFUS EMG MKT DEBT LOC - 1827.082 SH   2011-06-08 2013-12-20
JPM1 DREYFUS EMG MKT DEBT LOC - 130.106 SH   2013-09-27 2013-12-20
JPM1 DREYFUS EMG MKT DEBT LOC - 369.890 SH   2013-04-03 2013-12-20
JPM1 T ROWE PRICE EMERGING MKT ST - 1512.558 SH   2011-06-08 2013-12-20
JPM1 T ROWE PRICE EMERGING MKT ST - 416.430 SH   2011-10-31 2013-12-20
JPM1 T ROWE PRICE EMERGING MKT ST - 406.557 SH   2013-04-03 2013-12-20
JPM1 T ROWE PRICE EMERGING MKT ST - 133.333 SH   2013-09-27 2013-12-20
JPM1 JPM EMERG MRKT EQUITY FD - 1333.175 SH   2011-06-08 2014-03-19
JPM1 JPM EMERG MRKT EQUITY FD - 272.585 SH   2013-04-03 2014-03-19
JPM1 JPM CHINA REGION FD - 337.120 SH   2012-11-02 2014-03-19
JPM1 JPM CHINA REGION FD - 222.304 SH   2013-04-03 2014-03-19
JPM1 JPM CHINA REGION FD - 71.464 SH   2013-09-27 2014-03-19
JPM1 ABERDEEN ASIA PAC SMALL-N-C - 788.425 SH   2012-02-16 2014-03-19
JPM1 ABERDEEN ASIA PAC SMALL-N-C - 114.038   2013-09-27 2014-03-19
JPM1 ABERDEEN ASIA-PAC XJ-INST EQUITY FD - 872.347 SH   2011-06-08 2014-03-19
JPM1 ABERDEEN ASIA-PAC XJ-INST EQUITY FD - 79.349 SH   2013-04-03 2014-03-19
JPM1 LAZARD EMERG MKT EQY - 524.458 SH   2013-07-25 2014-03-19
JPM1 LAZARD EMERG MKT EQY - 212.928 SH   2013-09-27 2014-03-19
JPM1 LAZARD EMERG MKT EQY - 1775.717 SH   2013-12-20 2014-03-19
JPM1 PIMCO EMERGING LOCAL BOND-P - 2246.061 SH   2011-06-08 2014-03-19
JPM1 VIRTUS EMERGING MKTS OPPOR-I - 1565.340 SH   2011-06-08 2014-03-19
JPM1 VIRTUS EMERGING MKTS OPPOR-I - 1036.276 SH   2013-04-03 2014-03-19
JPM1 VIRTUS EMERGING MKTS OPPOR-I - 336.691 SH   2013-09-27 2014-03-19
JPM1 VIRTUS OPORTUNITIES TR EMGMKTS EQIN I - 4786.823 SH   2013-12-20 2014-03-19
JPM1 DELAWARE EMERGING MARKETS-I - 94.664 SH   2013-09-27 2014-03-19
JPM1 DELAWARE EMERGING MARKETS-I - 2225.852 SH   2011-06-08 2014-03-19
JPM1 FRANKLIN TEMPLETON EMERGING MARKET DEBT OPP - 2766.955 SH   2011-06-08 2014-03-19
JPM1 HSBC FDS TOTAL RETURN I - 368.093 SH   2012-07-10 2014-03-19
JPM1 HSBC FDS TOTAL RETURN I - 1660.355 SH   2012-07-09 2014-03-19
JPM1 HSBC FDS TOTAL RETURN I - 654.537 SH   2013-04-03 2014-03-19
JPM1 ASHMORE FDS EMKT CDB INST - 420.870 SH   2013-08-21 2014-03-19
JPM1 ASHMORE FDS EMKT CDB INST - 111.076 SH   2013-09-27 2014-03-19
JPM1 ASHMORE FDS EMKT CDB INST - 912.369 SH   2013-12-16 2014-03-19
JPM1 T ROWE PRICE NEW ASIA - 532.133 SH   2012-08-01 2014-03-19
JPM1 T ROWE PRICE NEW ASIA - 382.924 SH   2013-04-03 2014-03-19
JPM1 T ROWE PRICE NEW ASIA - 118.022 SH   2013-09-27 2014-03-19
JPM1 ANHEUSER BUSCH INBEV SA/NV - 29 SH   2011-06-08 2014-03-19
JPM1 ANHEUSER BUSCH INBEV SA/NV - 30 SH   2013-04-03 2014-03-19
JPM1 ANHEUSER BUSCH INBEV SA/NV - 7 SH   2013-09-27 2014-03-19
JPM1 AUTOLIV INC - 11 SH   2013-12-23 2014-03-19
JPM1 AUTOLIV INC - 17 SH   2013-12-24 2014-03-19
JPM1 AUTOLIV INC - 16 SH   2013-12-26 2014-03-19
JPM1 E I DU PONT DE NEMOURS & CO - 40 SH   2011-06-08 2014-03-19
JPM1 E I DU PONT DE NEMOURS & CO - 5 SH   2013-09-27 2014-03-19
JPM1 GENERAL MOTORS CO - 70 SH   2011-08-03 2014-03-19
JPM1 GENERAL MOTORS CO - 33 SH   2013-04-03 2014-03-19
JPM1 GENERAL MOTORS CO - 12 SH   2013-09-27 2014-03-19
JPM1 MEAD JOHNSON NUTRITION COMPANY CL A - 28 SH   2012-11-08 2014-03-19
JPM1 MEAD JOHNSON NUTRITION COMPANY CL A - 23 SH   2013-04-03 2014-03-19
JPM1 MEAD JOHNSON NUTRITION COMPANY CL A - 6 SH   2013-09-27 2014-03-19
JPM1 CITIGROUP INC NEW - 80 SH   2013-03-27 2014-03-19
JPM1 CITIGROUP INC NEW - 9 SH   2013-03-27 2014-03-19
JPM1 CITIGROUP INC NEW - 11 SH   2013-09-27 2014-03-19
JPM1 DIRECTV - 75 SH   2013-09-04 2014-03-19
JPM1 DIRECTV - 11 SH   2013-09-27 2014-03-19
JPM1 LAS VEGAS SANDS CORP - 51 SH   2013-12-20 2014-03-19
JPM1 SANOFI - 18 SH   2013-04-03 2014-03-19
JPM1 SANOFI - 71 SH   2013-03-28 2014-03-19
JPM1 UNILEVER N V - 68 SH   2011-06-08 2014-03-19
JPM1 UNILEVER N V - 58 SH   2013-04-03 2014-03-19
JPM1 UNILEVER N V - 16 SH   2013-09-27 2014-03-19
JPM1 WESTERN UNION CO - 223 SH   2013-10-09 2014-03-19
JPM1 WESTERN UNION CO - 28 SH   2013-10-09 2014-04-15
JPM1 WESTERN UNION CO - 37 SH   2013-10-09 2014-04-15
JPM1 WESTERN UNION CO - 1 SH   2013-10-09 2014-04-15
JPM1 WESTERN UNION CO - 31 SH   2013-10-09 2014-04-16
JPM1 WESTERN UNION CO - 53 SH   2013-10-09 2014-04-16
JPM1 WESTERN UNION CO - 6 SH   2013-10-09 2014-04-16
JPM1 WESTERN UNION CO - 3 SH   2013-10-09 2014-04-16
JPM1 WESTERN UNION CO - 7 SH   2013-10-09 2014-04-16
JPM1 WESTERN UNION CO - 44 SH   2013-10-09 2014-04-17
JPM1 WESTERN UNION CO - 14 SH   2013-10-09 2014-04-17
JPM1 WESTERN UNION CO - 43 SH   2013-10-09 2014-04-17
JPM1 CITIGROUP INC NEW - 96 SH   2013-03-27 2014-05-09
JPM1 CITIGROUP INC NEW - 20 SH   2013-04-03 2014-05-09
JPM1 DIRECTV - 100 SH   2013-09-04 2014-05-13
JPM1 PIMCO EMERGING LOCAL BOND-P - 480.356 SH   2011-06-08 2014-06-09
JPM1 PIMCO EMERGING LOCAL BOND-P - 1216.949 SH   2011-12-16 2014-06-09
JPM1 PIMCO EMERGING LOCAL BOND-P - 894.085 SH   2013-04-03 2014-06-09
JPM1 PIMCO EMERGING LOCAL BOND-P - 282.952 SH   2013-09-27 2014-06-09
JPM1 JPM CHINA REGION FD - 423.288 SH   2012-11-02 2014-07-01
JPM1 FRANKLIN TEMPLETON EMERGING MARKET DEBT OPP - 880.113 SH   2011-06-08 2014-07-11
JPM1 DREYFUS EMG MKT DEBT LOC - 51.161 SH   2014-06-09 2014-07-11
JPM1 HSBC FDS TOTAL RETURN I - 158.162 SH   2012-07-10 2014-07-11
JPM2 DB FX NA CURRENCY BSKT - 100,000 UNITS   2012-02-03 2013-08-07
JPM2 UBS QARN BRENT - 100,000 UNITS   2013-09-27 2014-01-02
JPM2 HSBC MARKET PLUS FX BSKT - 100,000 UNITS   2013-02-15 2014-03-04
JPM2 BNP PARTICIPATING GOLD NOTE - 50,000 UNITS   2012-12-07 2014-06-12
JPM2 JPMORGAN ALERIAN MLP INDEX ETN - 2350 SH   2011-07-06 2014-07-21
NB1 L BRANDS INC - 75 SH   2012-01-06 2013-08-05
NB1 L BRANDS INC - 75 SH   2012-06-18 2013-08-05
NB1 SOTHEBYS HOLDINGS INC CL A - 300 SH   2012-05-14 2013-08-07
NB1 SOTHEBYS HOLDINGS INC CL A - 75 SH   2012-10-04 2013-09-16
NB1 SOTHEBYS HOLDINGS INC CL A - 50 SH   2012-10-04 2013-09-17
NB1 SOTHEBYS HOLDINGS INC CL A - 50 SH   2012-10-04 2013-09-18
NB1 ***ANHEUSER-BUSCH INBEV SA - 175 SH   2013-04-18 2013-09-19
NB1 DOVER CORP - 100 SH   2012-03-23 2013-09-09
NB1 SOTHEBYS HOLDINGS INC CL A - 25 SH   2012-05-14 2013-09-16
NB1 ***LUXOTTICA GROUP SPA - 150 SH   2011-03-16 2013-09-23
NB1 ***LUXOTTICA GROUP SPA - 125 SH   2011-01-04 2013-09-23
NB1 SOTHEBYS HOLDINGS INC CL A - 50 SH   2012-05-15 2013-09-24
NB1 ARIAD PHARMACEUTICALS INC - 350 SH   2012-12-18 2013-10-09
NB1 ARIAD PHARMACEUTICALS INC - 25 SH   2012-12-19 2013-10-09
NB1 ARIAD PHARMACEUTICALS INC - 125 SH   2012-12-21 2013-10-09
NB1 ARIAD PHARMACEUTICALS INC - 725 SH   2012-12-17 2013-10-09
NB1 ARIAD PHARMACEUTICALS INC - 200 SH   2012-12-24 2013-10-09
NB1 ARIAD PHARMACEUTICALS INC - 600 SH   2013-02-19 2013-10-09
NB1 ***ANHEUSER-BUSCH INBEV SA - 75 SH   2013-04-18 2013-10-22
NB1 DUNKIN BRANDS GROUP INC - 100 SH   2012-03-30 2013-10-28
NB1 SOTHEBYS HOLDINGS INC CL A - 50 SH   2012-05-15 2013-10-28
NB1 DUNKIN BRANDS GROUP INC - 100 SH   2012-03-30 2013-10-29
NB1 SOTHEBYS HOLDINGS INC CL A - 100 SH   2012-05-15 2013-10-29
NB1 SOTHEBYS HOLDINGS INC CL A - 50 SH   2012-05-15 2013-10-30
NB1 SOTHEBYS HOLDINGS INC CL A - 75 SH   2012-11-12 2013-11-01
NB1 SIRONA DENTAL SYSTEMS INC - 50 SH   2013-08-02 2013-11-11
NB1 SIRONA DENTAL SYSTEMS INC - 50 SH   2013-09-19 2013-11-12
NB1 SIRONA DENTAL SYSTEMS INC - 25 SH   2013-09-19 2013-11-13
NB1 SIRONA DENTAL SYSTEMS INC - 25 SH   2013-09-20 2013-11-13
NB1 SOTHEBYS HOLDINGS INC CL A - 75 SH   2012-05-15 2013-11-01
NB1 ***CENOVUS ENERGY INC - 225 SH   2013-08-12 2013-12-19
NB1 ***CENOVUS ENERGY INC - 75 SH   2013-02-14 2013-12-19
NB1 ***CENOVUS ENERGY INC - 100 SH   2013-01-28 2013-12-19
NB1 ***CENOVUS ENERGY INC - 200 SH   2012-05-17 2013-12-19
NB1 ***CENOVUS ENERGY INC - 150 SH   2010-01-12 2013-12-19
NB1 ***CENOVUS ENERGY INC - 200 SH   2010-01-12 2013-12-23
NB1 ***CENOVUS ENERGY INC - 200 SH   2010-03-29 2013-12-24
NB1 ***CENOVUS ENERGY INC - 150 SH   2010-01-12 2013-12-24
NB1 ***CENOVUS ENERGY INC - 100 SH   2010-03-29 2013-12-26
NB1 ***CENOVUS ENERGY INC - 125 SH   2010-03-29 2013-12-27
NB1 WHITEWAVE FOODS CO COM CL A - 200 SH   2013-05-31 2014-01-09
NB1 WHITEWAVE FOODS CO COM CL A - 300 SH   2013-05-31 2014-01-10
NB1 EXPRESS SCRIPTS HLDG CO - 75 SH   2013-09-18 2014-01-15
NB1 EMC CORP-MASS - 375 SH   2013-02-04 2014-01-31
NB1 EMC CORP-MASS - 325 SH   2013-10-22 2014-01-31
NB1 ***NOVARTIS AG - 25 SH   2011-04-04 2014-01-06
NB1 ***NOVARTIS AG - 25 SH   2012-04-19 2014-01-06
NB1 ***NOVARTIS AG - 450 SH   2011-04-04 2014-01-07
NB1 EMC CORP-MASS - 650 SH   2012-05-17 2014-01-31
NB1 EMC CORP-MASS - 425 SH   2012-05-24 2014-01-31
NB1 EXPRESS SCRIPTS HLDG CO - 100 SH   2009-06-05 2014-01-15
NB1 EXPRESS SCRIPTS HLDG CO - 25 SH   2009-06-04 2014-01-15
NB1 IBM CORP - 150 SH   2007-11-13 2014-01-15
NB1 RANGE RESOURCES CORP - 50 SH   2013-11-01 2014-02-06
NB1 WHITEWAVE FOODS CO COM CL A - 100 SH   2013-05-31 2014-02-26
NB1 WHITEWAVE FOODS CO COM CL A - 150 SH   2013-05-31 2014-02-26
NB1 WHITEWAVE FOODS CO COM CL A - 50 SH   2013-05-31 2014-02-27
NB1 CABOT OIL & GAS CORP - 150 SH   2011-04-25 2014-02-06
NB1 ***LUXOTTICA GROUP SPA - 475 SH   2011-03-16 2014-02-10
NB1 L BRANDS INC - 200 SH   2012-01-06 2014-02-27
NB1 L BRANDS INC - 400 SH   2012-01-06 2014-02-28
NB1 ORACLE CORP - 1200 SH   2005-01-12 2014-02-10
NB1 C R BARD INC - 25 SH   2013-04-11 2014-03-03
NB1 C R BARD INC - 50 SH   2014-02-04 2014-03-03
NB1 KNOWLES CORPORATION - 50 SH   2013-10-17 2014-03-04
NB1 KNOWLES CORPORATION - 19 SH   2014-02-04 2014-03-04
NB1 KNOWLES CORPORATION - 25 SH   2014-02-03 2014-03-06
NB1 KNOWLES CORPORATION - 6 SH   2014-02-04 2014-03-06
NB1 KNOWLES CORPORATION - 75 SH   2012-04-18 2014-03-06
NB1 KNOWLES CORPORATION - 37 SH   2012-03-23 2014-03-06
NB1 KNOWLES CORPORATION - 75 SH   2012-04-05 2014-03-06
NB1 KNOWLES CORPORATION - CIL   2014-03-10 2014-03-10
NB1 ***ANHEUSER-BUSCH INBEV SA - 100 SH   2013-04-30 2014-04-10
NB1 ***ANHEUSER-BUSCH INBEV SA - 25 SH   2013-04-18 2014-04-10
NB1 ***ANHEUSER-BUSCH INBEV SA - 125 SH   2013-04-26 2014-04-10
NB1 C R BARD INC - 50 SH   2013-04-11 2014-04-10
NB1 JOHNSON & JOHNSON - 50 SH   2014-01-28 2014-04-14
NB1 JOHNSON & JOHNSON - 100 SH   2014-02-28 2014-04-14
NB1 CHURCH & DWIGHT CO INC - 100 SH   2012-11-15 2014-04-10
NB1 CHURCH & DWIGHT CO INC - 75 SH   2012-10-31 2014-04-10
NB1 CHURCH & DWIGHT CO INC - 25 SH   2012-11-16 2014-04-10
NB1 OCCIDENTAL PETE CORP - 25 SH   2013-03-21 2014-04-10
NB1 PRAXAIR INC - 50 SH   2012-10-01 2014-04-11
NB1 OCCIDENTAL PETE CORP - 75 SH   2007-05-14 2014-04-10
NB1 OCCIDENTAL PETE CORP - 300 SH   2007-01-19 2014-04-10
NB1 PRAXAIR INC - 50 SH   2008-09-09 2014-04-11
NB1 PRAXAIR INC - 75 SH   2010-01-27 2014-04-11
NB1 PRAXAIR INC - 125 SH   2009-12-24 2014-04-11
NB1 ***NESTLE SA - 75 SH   2008-11-25 2014-04-14
NB1 COACH INC - 550 SH   2014-04-10 2014-06-04
NB1 SIRONA DENTAL SYSTEMS INC - 25 SH   2013-09-20 2014-06-16
NB1 ESTEE LAUDER COMPANIES CL A - 50 SH   2014-02-28 2014-06-19
NB1 ESTEE LAUDER COMPANIES CL A - 50 SH   2014-02-05 2014-06-19
NB1 C R BARD INC - 6 SH   2013-04-15 2014-06-10
NB1 C R BARD INC - 14 SH   2013-04-15 2014-06-10
NB1 C R BARD INC - 25 SH   2013-04-11 2014-06-10
NB1 C R BARD INC - 28 SH   2013-04-15 2014-06-10
NB1 C R BARD INC - 2 SH   2013-04-15 2014-06-10
NB1 C R BARD INC - 100 SH   2013-04-09 2014-06-11
NB1 C R BARD INC - 100 SH   2013-04-15 2014-06-11
NB1 SIRONA DENTAL SYSTEMS INC - 50 SH   2012-06-04 2014-06-16
NB1 PFIZER INC - 375 SH   2014-03-13 2014-07-28
NB1 PFIZER INC - 75 SH   2014-03-13 2014-07-29
NB1 PFIZER INC - 200 SH   2014-04-17 2014-07-29
NB1 M & T BANK CORP - 300 SH   2013-06-05 2014-07-21
NB1 PFIZER INC - 1000 SH   2011-11-30 2014-07-29
NB1 EXPRESS SCRIPTS HLDG CO - 475 SH   2009-06-04 2014-07-21
NB2 VISA INC CL A - 275 SH   2011-07-08 2013-08-01
NB2 KINDER MORGAN INC - 167 SH   2011-05-25 2013-08-20
NB2 KINDER MORGAN INC - 733 SH   2011-05-18 2013-08-20
NB2 WINDSTREAM CORP - 75,000 UNITS   2013-03-14 2013-08-01
NB2 ***NOVARTIS AG - 1000 SH   2012-04-18 2013-09-25
NB2 PIONEER NATURAL RESOURCES CO - 10 SH   2013-02-15 2013-10-22
NB2 PIONEER NATURAL RESOURCES CO - 140 SH   2013-02-15 2013-10-12
NB2 UNITED PARCEL SVC INC CL B - 250 SH   2011-02-23 2013-10-03
NB2 UNITED PARCEL SVC INC CL B - 600 SH   2010-09-01 2013-10-03
NB2 AMERICAN INTERNATIONAL GROUP INC - 1000 SH   2012-08-14 2013-11-14
NB2 AMERICAN INTERNATIONAL GROUP INC - 750 SH   2012-09-12 2013-11-14
NB2 BOEING CO - 250 SH   2012-07-06 2013-11-21
NB2 KINDER MORGAN MGMT LLC - 1 SH   2013-08-30 2013-12-06
NB2 AMAZON.COM INC - 40 SH   2013-03-19 2013-12-20
NB2 AMAZON.COM INC - 50 SH   2013-05-07 2013-12-20
NB2 KINDER MORGAN MGMT LLC - FRAC SH   2013-11-15 2013-12-26
NB2 KINDER MORGAN MGMT LLC - FRAC SH   2013-08-28 2013-12-26
NB2 DENBURY RESOURCES INC NEW HLDG CO - 2000 SH   2012-10-09 2013-12-03
NB2 KINDER MORGAN MGMT LLC - 1 SH   2002-11-08 2013-12-06
NB2 KINDER MORGAN MGMT LLC - 1328 SH   2002-11-08 2013-12-06
NB2 KINDER MORGAN MGMT LLC - 1 SH   2002-11-08 2013-12-06
NB2 KINDER MORGAN MGMT LLC - 1 SH   2002-11-08 2013-12-06
NB2 EXPRESS SCRIPTS HLDG CO COM - 250 SH   2013-03-26 2014-01-03
NB2 EXPRESS SCRIPTS HLDG CO COM - 250 SH   2013-01-17 2014-01-03
NB2 UNION PACIFIC CORP - 50 SH   2012-03-28 2014-01-02
NB2 MONSANTO CO - 25 SH   2012-03-06 2014-01-15
NB2 MONSANTO CO - 300 SH   2010-10-19 2014-01-15
NB2 GOOGLE INC - CL A - 30 SH   2012-04-19 2014-02-12
NB2 GOOGLE INC - CL A - 40 SH   2012-02-08 2014-02-12
NB2 DUKE ENERGY CORP BOND - 50,000 UNITS   2009-01-28 2014-02-01
NB2 ALTRIA GROUP INC BOND - 75,000 UNITS   2009-02-04 2014-02-06
NB2 GENERAL MOTORS COMPANY - 1000 SH   2013-12-05 2014-03-12
NB2 GENERAL MOTORS COMPANY - 1500 SH   2013-11-14 2014-03-12
NB2 REGAL CINEMAS CORP BOND - 50,000 UNITS   2013-04-03 2014-03-11
NB2 BORG WARNER AUTOMOTIVE INC - 100 SH   2011-02-02 2014-04-09
NB2 BORG WARNER AUTOMOTIVE INC - 500 SH   2012-05-30 2014-04-09
NB2 JPMORGAN CHASE & CO -1500 SH   2013-10-03 2014-05-05
NB2 UNITED RENTALS INC - 150 SH   2013-07-08 2014-05-27
NB2 UNITED RENTALS INC - 200 SH   2013-09-11 2014-05-27
NB2 EBAY INC - 750 SH   2011-11-07 2014-05-05
NB2 EBAY INC - 750 SH   2013-04-24 2014-05-05
NB2 UNION PACIFIC CORP - 250 SH   2012-03-28 2014-05-05
NB2 CROWN CASTLE INTL CORP BOND - 25,000 UNITS   2013-07-23 2014-05-02
NB2 CROWN CASTLE INTL CORP BOND - 50,000 UNITS   2013-05-16 2014-05-02
NB2 RANGE RESOURCES CORP - 250 SH   2013-08-22 2014-06-12
NB2 RANGE RESOURCES CORP - 500 SH   2013-07-25 2014-06-12
NB2 PIONEER NATURAL RESOURCES CO - 150 SH   2013-02-15 2014-06-04
NB2 PIONEER NATURAL RESOURCES CO - 50 SH   2013-02-15 2014-07-03
NB2 PIONEER NATURAL RESOURCES CO - 200 SH   2013-03-27 2014-07-03
NB2 EXPRESS SCRIPTS HLDG CO COM - 650 SH   2013-01-17 2014-07-17
NB2 EXPRESS SCRIPTS HLDG CO COM - 100 SH   2013-01-17 2014-07-18
NB2 BOEING CO - 500 SH   2012-07-06 2014-07-30
NB3 ROCKWELL COLLINS INC - 250 SH   2011-09-02 2013-08-14
NB3 ROCKWELL COLLINS INC - 50 SH   2011-09-02 2013-08-15
NB3 ROCKWELL COLLINS INC - 150 SH   2011-09-06 2013-08-15
NB3 ROCKWELL COLLINS INC - 150 SH   2011-09-06 2013-08-16
NB3 PACKAGING CORP AMER - 200 SH   2012-01-30 2013-08-21
NB3 CONAGRA FOODS INC - 100 SH   2013-03-15 2013-09-19
NB3 UNUM GROUP - 300 SH   2011-08-24 2013-09-05
NB3 CONAGRA FOODS INC - 700 SH   2013-03-15 2013-11-25
NB3 ***TRANSOCEAN LTD - 100 SH   2012-01-10 2013-11-25
NB3 ***UNILEVER NV NEW YORK - 400 SH   2013-07-03 2013-12-27
NB3 ABBVIE INC - 500 SH   2013-01-23 2013-12-27
NB3 ABBVIE INC - 200 SH   2013-07-03 2013-12-27
NB3 ***UNILEVER NV NEW YORK - 600 SH   2011-08-25 2013-12-27
NB3 ABBVIE INC - 100 SH   2013-01-23 2014-01-17
NB3 MOTOROLA INC - 350 SH   2012-10-01 2014-01-17
NB3 VIACOM INC NEW CL B - 150 SH   2012-02-02 2014-01-27
NB3 ABBVIE INC - 300 SH   2009-05-01 2014-01-17
NB3 ABBVIE INC - 400 SH   2009-04-17 2014-01-17
NB3 VIACOM INC NEW CL B - 150 SH   2009-03-02 2014-01-27
NB3 MICROSOFT CORP - 300 SH   2013-07-03 2014-02-05
NB3 MICROSOFT CORP - 250 SH   2013-07-03 2014-02-25
NB3 CARDINAL HEALTH INC - 350 SH   2012-08-21 2014-02-19
NB3 CARDINAL HEALTH INC - 250 SH   2012-08-21 2014-04-15
NB3 CARPENTER TECHNOLOGY COR - 100 SH   2012-05-08 2014-06-30
NB3 PIONEER NATURAL RESOURCES CO - 50 SH   2010-07-29 2014-06-23
NB3 VERITIV CORPORATION - 5 SH   2013-07-03 2014-07-03
NB3 MICROSOFT CORP - 200 SH   2013-07-22 2014-07-17
NB3 KRAFT FOODS GROUP INC - 700 SH   2013-12-27 2014-07-21
NB3 RANGE RESOURCES CORP - 200 SH   2013-07-23 2014-07-21
NB3 CARPENTER TECHNOOGY CORP - 100 SH   2012-05-08 2014-07-01
NB3 VERITIV CORPORATION - 20 SH   2011-11-08 2014-07-03
NB3 VERITIV CORPORATION - 13 SH   2013-02-22 2014-07-03
NB3 MICROSOFT CORP - 50 SH   2013-07-03 2014-07-17
NB3 MCDONALDS CORP - 150 SH   2011-10-05 2014-07-21
NB3 CHUBB CORP - 300 SH   2011-11-15 2014-07-31
NB3 TRAVELERS COMPANIES INC - 100 SH   2010-04-06 2014-07-21
NB3 TRAVELERS COMPANIES INC - 100 SH   2010-05-07 2014-07-21
NB4 MISSION WEST PROPERTIES INC - 950 SH   2012-02-03 2013-09-18
NB4 FOREST OIL CORP BOND - 19,000 UNITS   2013-08-21 2013-11-26
NB4 ADVANCED MICRO DEVICES INC BOND - 22,000 UNITS   2013-08-21 2014-03-20
NB4 ADVANCED MICRO DEVICES INC BOND - 15,000 UNITS   2013-08-22 2014-03-20
NB4 CCO HLDGS LLC BOND - 20,000 UNITS   2013-08-13 2014-05-20
NB4 CCO HLDGS LLC BOND - 10,000 UNITS   2013-08-13 2014-05-28
NB4 CCO HLDGS LLC BOND - 10,000 UNITS   2013-08-13 2014-05-28
NB4 ADVANCED MICRO DEVICES INC BOND - 3,000 UNITS   2013-08-21 2014-06-20
LITIGATION SETTLEMENTS - CHASE/ENRON P 2012-08-01 2013-10-01
LITIGATION SETTLEMENTS - CHASE/ENRON P 2012-08-01 2013-10-09
LITIGATION SETTLEMENTS - WORLDCOM P 2012-08-01 2014-01-22
LITIGATION SETTLEMENTS - EL PASO SHAREHOLDERS P 2012-08-01 2014-01-22
LITIGATION SETTLEMENTS - WYETH P 2012-08-01 2014-01-22
(e) Gross sales price (f) Depreciation allowed
(or allowable)
(g) Cost or other basis
plus expense of sale
(h) Gain or (loss)
(e) plus (f) minus (g)
a 2,816   1,670 1,146
b 20,500   6,449 14,051
c 41,000   21,028 19,972
d 54,761   53,815 946
e 41,440   31,866 9,574
10,000   10,214 -214
    1 -1
3     3
40,000   20,805 19,195
    14 -14
10     10
66,800   19,568 47,232
20     20
1,151   408 743
50,182   20,577 29,605
1,638   227 1,411
4,649   404 4,245
65   3 62
131   7 124
372   12 360
186   6 180
2,950   313 2,637
8,368   558 7,810
1,770   207 1,563
2,278   168 2,110
1,326   494 832
4,215   1,574 2,641
4,808   1,912 2,896
15,371   15,741 -370
6,117   6,647 -530
8,282   6,828 1,454
2,062   1,810 252
7,047   6,889 158
724   747 -23
461   506 -45
3,211   3,260 -49
13,145   13,203 -58
21,553   23,311 -1,758
16,866   20,422 -3,556
6,143   7,237 -1,094
4,233   4,908 -675
1,441   1,522 -81
25,488   27,625 -2,137
1,815   1,841 -26
5,160   5,593 -433
48,039   52,758 -4,719
13,226   12,901 325
12,912   13,392 -480
4,235   4,312 -77
29,397   32,242 -2,845
6,011   6,418 -407
6,756   6,122 634
4,455   4,226 229
1,432   1,450 -18
7,364   7,837 -473
1,065   1,316 -251
9,770   10,616 -846
889   951 -62
9,246   9,629 -383
3,754   4,101 -347
31,306   34,076 -2,770
20,529   24,931 -4,402
14,792   14,652 140
9,793   10,798 -1,005
3,182   3,276 -94
46,863   49,161 -2,298
1,467   1,503 -36
34,501   35,480 -979
31,986   35,196 -3,210
3,699   3,732 -33
16,687   16,836 -149
6,578   6,709 -131
3,960   3,976 -16
1,045   1,052 -7
8,585   8,704 -119
8,365   8,211 154
6,020   6,391 -371
1,855   1,945 -90
2,932   1,700 1,232
3,033   2,997 36
708   699 9
1,079   1,001 78
1,668   1,550 118
1,570   1,467 103
2,665   1,990 675
333   296 37
2,450   1,881 569
1,155   918 237
420   439 -19
2,317   1,844 473
1,903   1,743 160
496   449 47
3,907   3,557 350
440   400 40
537   539 -2
5,668   4,375 1,293
831   661 170
4,214   3,908 306
918   932 -14
3,621   3,622 -1
2,639   2,203 436
2,251   2,410 -159
621   623 -2
3,673   4,010 -337
439   504 -65
585   665 -80
15   18 -3
494   558 -64
840   953 -113
95   108 -13
47   54 -7
112   126 -14
670   791 -121
215   252 -37
656   773 -117
4,497   4,263 234
937   865 72
8,701   5,834 2,867
4,669   5,332 -663
11,829   12,206 -377
8,691   9,674 -983
2,750   2,722 28
9,270   7,687 1,583
10,931   11,195 -264
749   746 3
1,618   1,604 14
112,600   100,000 12,600
103,625   100,000 3,625
107,500   100,000 7,500
36,835   50,000 -13,165
121,629   87,937 33,692
4,330   2,921 1,409
4,330   3,204 1,126
13,075   9,575 3,500
3,586   2,389 1,197
2,384   1,593 791
2,390   1,593 797
17,978   17,049 929
8,790   6,220 2,570
1,195   798 397
8,142   4,471 3,671
6,785   3,768 3,017
2,416   1,587 829
1,885   7,008 -5,123
134   502 -368
670   2,537 -1,867
3,887   14,479 -10,592
1,072   4,067 -2,995
3,217   12,321 -9,104
7,788   7,307 481
4,779   2,950 1,829
2,635   1,588 1,047
4,778   2,950 1,828
5,297   3,175 2,122
2,655   1,588 1,067
3,901   2,165 1,736
3,559   3,434 125
3,540   3,338 202
1,778   1,669 109
1,778   1,655 123
3,901   2,382 1,519
6,324   6,400 -76
2,108   2,378 -270
2,811   3,347 -536
5,621   6,239 -618
4,216   3,818 398
5,617   5,091 526
5,628   4,996 632
4,221   3,818 403
2,808   2,498 310
3,508   3,123 385
4,804   3,538 1,266
7,154   5,306 1,848
5,497   4,757 740
9,097   9,286 -189
7,884   7,822 62
1,982   1,363 619
1,982   1,386 596
35,818   24,541 11,277
15,769   16,655 -886
10,310   10,242 68
7,329   3,106 4,223
1,832   762 1,070
27,357   15,450 11,907
4,223   3,740 483
2,815   1,769 1,046
4,222   2,653 1,569
1,407   884 523
6,060   2,032 4,028
25,307   14,158 11,149
11,206   7,789 3,417
22,558   15,578 6,980
44,811   16,165 28,646
3,559   2,575 984
7,118   6,343 775
1,551   1,423 128
589   520 69
757   683 74
182   164 18
2,272   1,517 755
1,121   768 353
2,272   1,518 754
15     15
10,697   9,453 1,244
2,674   2,436 238
13,371   11,726 1,645
7,032   5,150 1,882
4,830   4,504 326
9,659   9,199 460
6,844   5,075 1,769
5,133   3,761 1,372
1,711   1,283 428
2,367   1,964 403
6,371   5,215 1,156
7,101   3,890 3,211
28,404   13,369 15,035
6,371   4,151 2,220
9,556   5,718 3,838
15,926   9,985 5,941
5,712   2,654 3,058
21,467   27,577 -6,110
1,949   1,655 294
3,820   3,421 399
3,820   3,269 551
853   616 237
1,992   1,438 554
3,557   2,575 982
3,983   2,877 1,106
284   206 78
13,854   10,149 3,705
13,854   10,275 3,579
3,898   2,073 1,825
11,260   11,908 -648
2,242   2,382 -140
5,978   6,061 -83
36,706   30,999 5,707
29,890   19,917 9,973
31,226   14,487 16,739
48,654   24,614 24,040
6,179   5,365 814
27,121   23,544 3,577
75,000   76,875 -1,875
76,477   55,471 21,006
2,102   1,280 822
29,422   18,191 11,231
22,562   18,344 4,218
54,155   38,977 15,178
49,035   33,914 15,121
36,777   25,373 11,404
33,075   18,315 14,760
74     74
16,090   10,269 5,821
20,113   12,887 7,226
4     4
14     14
33,536   33,134 402
74     74
98,423   18,503 79,920
74     74
74     74
17,500   14,566 2,934
17,500   13,792 3,708
8,373   5,392 2,981
2,834   1,961 873
34,007   16,951 17,056
35,566   18,010 17,556
47,421   24,366 23,055
50,000   51,559 -1,559
75,000   78,117 -3,117
35,049   38,820 -3,771
52,573   57,822 -5,249
53,537   55,500 -1,963
6,165   3,312 2,853
30,827   18,408 12,419
81,251   77,737 3,514
15,259   7,742 7,517
20,345   10,844 9,501
39,043   24,085 14,958
39,043   39,713 -670
47,006   26,960 20,046
26,696   27,242 -546
53,391   54,937 -1,546
21,832   19,286 2,546
43,664   40,433 3,231
32,123   19,200 12,923
11,231   6,400 4,831
44,924   24,809 20,115
42,794   35,860 6,934
6,585   5,517 1,068
61,168   36,630 24,538
18,538   11,765 6,773
3,641   2,353 1,288
10,924   6,922 4,002
10,915   6,922 3,993
10,759   5,661 5,098
3,127   3,478 -351
9,155   6,892 2,263
22,867   24,345 -1,478
5,100   4,050 1,050
16,007   15,612 395
26,262   18,573 7,689
10,505   8,391 2,114
24,010   19,958 4,052
5,029   3,715 1,314
23,206   17,741 5,465
12,209   6,774 5,435
15,086   6,466 8,620
20,115   9,039 11,076
12,209   2,198 10,011
10,900   10,188 712
9,406   8,490 916
24,846   13,942 10,904
16,692   9,958 6,734
6,265   5,138 1,127
11,577   2,912 8,665
165   194 -29
9,020   6,365 2,655
41,684   37,625 4,059
15,465   15,453 12
6,423   5,138 1,285
661   413 248
430   424 6
2,255   1,698 557
14,709   12,889 1,820
26,280   19,950 6,330
9,518   5,272 4,246
9,518   4,950 4,568
162   619 -457
19,526   18,905 621
22,986   22,680 306
15,672   15,530 142
20,475   18,820 1,655
10,175   9,410 765
10,175   9,400 775
3,138   3,087 51
334     334
60     60
156     156
259     259
26     26
Complete only for assets showing gain in column (h) and owned by the foundation on 12/31/69 (l) Gains (Col. (h) gain minus
col. (k), but not less than -0-) or
Losses (from col.(h))
(i) F.M.V. as of 12/31/69 (j) Adjusted basis
as of 12/31/69
(k) Excess of col. (i)
over col. (j), if any
a       1,146
b       14,051
c       19,972
d       946
e       9,574
      -214
      -1
      3
      19,195
      -14
      10
      47,232
      20
      743
      29,605
      1,411
      4,245
      62
      124
      360
      180
      2,637
      7,810
      1,563
      2,110
      832
      2,641
      2,896
      -370
      -530
      1,454
      252
      158
      -23
      -45
      -49
      -58
      -1,758
      -3,556
      -1,094
      -675
      -81
      -2,137
      -26
      -433
      -4,719
      325
      -480
      -77
      -2,845
      -407
      634
      229
      -18
      -473
      -251
      -846
      -62
      -383
      -347
      -2,770
      -4,402
      140
      -1,005
      -94
      -2,298
      -36
      -979
      -3,210
      -33
      -149
      -131
      -16
      -7
      -119
      154
      -371
      -90
      1,232
      36
      9
      78
      118
      103
      675
      37
      569
      237
      -19
      473
      160
      47
      350
      40
      -2
      1,293
      170
      306
      -14
      -1
      436
      -159
      -2
      -337
      -65
      -80
      -3
      -64
      -113
      -13
      -7
      -14
      -121
      -37
      -117
      234
      72
      2,867
      -663
      -377
      -983
      28
      1,583
      -264
      3
      14
      12,600
      3,625
      7,500
      -13,165
      33,692
      1,409
      1,126
      3,500
      1,197
      791
      797
      929
      2,570
      397
      3,671
      3,017
      829
      -5,123
      -368
      -1,867
      -10,592
      -2,995
      -9,104
      481
      1,829
      1,047
      1,828
      2,122
      1,067
      1,736
      125
      202
      109
      123
      1,519
      -76
      -270
      -536
      -618
      398
      526
      632
      403
      310
      385
      1,266
      1,848
      740
      -189
      62
      619
      596
      11,277
      -886
      68
      4,223
      1,070
      11,907
      483
      1,046
      1,569
      523
      4,028
      11,149
      3,417
      6,980
      28,646
      984
      775
      128
      69
      74
      18
      755
      353
      754
      15
      1,244
      238
      1,645
      1,882
      326
      460
      1,769
      1,372
      428
      403
      1,156
      3,211
      15,035
      2,220
      3,838
      5,941
      3,058
      -6,110
      294
      399
      551
      237
      554
      982
      1,106
      78
      3,705
      3,579
      1,825
      -648
      -140
      -83
      5,707
      9,973
      16,739
      24,040
      814
      3,577
      -1,875
      21,006
      822
      11,231
      4,218
      15,178
      15,121
      11,404
      14,760
      74
      5,821
      7,226
      4
      14
      402
      74
      79,920
      74
      74
      2,934
      3,708
      2,981
      873
      17,056
      17,556
      23,055
      -1,559
      -3,117
      -3,771
      -5,249
      -1,963
      2,853
      12,419
      3,514
      7,517
      9,501
      14,958
      -670
      20,046
      -546
      -1,546
      2,546
      3,231
      12,923
      4,831
      20,115
      6,934
      1,068
      24,538
      6,773
      1,288
      4,002
      3,993
      5,098
      -351
      2,263
      -1,478
      1,050
      395
      7,689
      2,114
      4,052
      1,314
      5,465
      5,435
      8,620
      11,076
      10,011
      712
      916
      10,904
      6,734
      1,127
      8,665
      -29
      2,655
      4,059
      12
      1,285
      248
      6
      557
      1,820
      6,330
      4,246
      4,568
      -457
      621
      306
      142
      1,655
      765
      775
      51
      334
      60
      156
      259
      26
2 Capital gain net income or (net capital loss) Bracket If gain, also enter in Part I, line 7
If (loss), enter -0- in Part I, line 7
Bracket 2 916,898
3 Net short-term capital gain or (loss) as defined in sections 1222(5) and (6):
If gain, also enter in Part I, line 8, column (c) (see instructions). If (loss), enter -0-
in Part I, line 8 . . . . . . . . . . . . . . . .
Bracket 3  
Part V
Qualification Under Section 4940(e) for Reduced Tax on Net Investment Income
(For optional use by domestic private foundations subject to the section 4940(a) tax on net investment income.)

If section 4940(d)(2) applies, leave this part blank.
Was the foundation liable for the section 4942 tax on the distributable amount of any year in the base period?
If "Yes," the foundation does not qualify under section 4940(e). Do not complete this part.
1 Enter the appropriate amount in each column for each year; see page 18 of the instructions before making any entries.
(a)
Base period years Calendar
year (or tax year beginning in)
(b)
Adjusted qualifying distributions
(c)
Net value of noncharitable-use assets
(d)
Distribution ratio
(col. (b) divided by col. (c))
2012 799,619 15,493,205 0.051611
2011 640,556 14,153,019 0.045259
2010 656,507 14,294,716 0.045927
2009 701,869 12,658,235 0.055448
2008 746,661 11,501,024 0.064921
2 Total of line 1, column (d) ...................... 2 0.263166
3 Average distribution ratio for the 5-year base period—divide the total on line 2 by 5, or by
the number of years the foundation has been in existence if less than 5 years
. . .
3 0.052633
4 Enter the net value of noncharitable-use assets for 2013 from Part X, line 5..... 4 17,497,107
5 Multiply line 4 by line 3....................... 5 920,925
6 Enter 1% of net investment income (1% of Part I, line 27b)........... 6 11,009
7 Add lines 5 and 6......................... 7 931,934
8 Enter qualifying distributions from Part XII, line 4.............. 8 774,932
If line 8 is equal to or greater than line 7, check the box in Part VI, line 1b, and complete that part using a 1% tax rate. See
the Part VI instructions.
Form 990-PF (2013)
Form 990-PF (2013)
Page 4
Part VI
Excise Tax Based on Investment Income (Section 4940(a), 4940(b), 4940(e), or 4948—see page 18 of the instructions)
1a Bulletand enter “N/A" on line 1. Bracket
Date of ruling or determination letter:   (attach copy of letter if necessary–see instructions)
b 1 22,018
hereBulletand enter 1% of Part I, line 27b...................
c All other domestic foundations enter 2% of line 27b. Exempt foreign organizations enter 4% of Part I, line 12, col. (b)
2 Tax under section 511 (domestic section 4947(a)(1) trusts and taxable foundations only. Others enter -0-) 2 0
3 Add lines 1 and 2............................ 3 22,018
4 Subtitle A (income) tax (domestic section 4947(a)(1) trusts and taxable foundations only. Others enter -0-). 4 0
5 Tax based on investment income. Subtract line 4 from line 3. If zero or less, enter -0- ..... 5 22,018
6 Credits/Payments:
a 2013 estimated tax payments and 2012 overpayment credited to 2013 6a 24,000
b Exempt foreign organizations—tax withheld at source....... 6b
c Tax paid with application for extension of time to file (Form 8868) 6c  
d Backup withholding erroneously withheld ........... 6d  
7 Total credits and payments. Add lines 6a through 6d.............. 7 24,000
8 Enter any penalty for underpayment of estimated tax. if Form 2220 is attached. Click to see attachment 8 4
9 Tax due. If the total of lines 5 and 8 is more than line 7, enter amount owed.......Bullet 9  
10 Overpayment. If line 7 is more than the total of lines 5 and 8, enter the amount overpaid...Bullet 10 1,978
11 Enter the amount of line 10 to be: Credited to 2014 estimated taxBullet0 RefundedBullet 11 1,978
Part VII-A
Statements Regarding Activities
1a
During the tax year, did the foundation attempt to influence any national, state, or local legislation or did
Yes
No
it participate or intervene in any political campaign? ....................
1a
 
No
b
Did it spend more than $100 during the year (either directly or indirectly) for political purposes (see page 19 of
the instructions for definition)?............................
1b
 
No
If the answer is "Yes" to 1a or 1b, attach a detailed description of the activities and copies of any materials
published or distributed by the foundation in connection with the activities.
c
Did the foundation file Form 1120-POL for this year?.....................
1c
 
No
d
Enter the amount (if any) of tax on political expenditures (section 4955) imposed during the year:
(1) On the foundation. bullet$ 0(2) On foundation managers.bullet$ 0
e
Enter the reimbursement (if any) paid by the foundation during the year for political expenditure tax imposed
on foundation managers.bullet$ 0
2
Has the foundation engaged in any activities that have not previously been reported to the IRS?.......
2
 
No
If "Yes," attach a detailed description of the activities.
3
Has the foundation made any changes, not previously reported to the IRS, in its governing instrument, articles
of incorporation, or bylaws, or other similar instruments? If "Yes," attach a conformed copy of the changes....
3
 
No
4a
Did the foundation have unrelated business gross income of $1,000 or more during the year?........
4a
Yes
 
b
If "Yes," has it filed a tax return on Form 990-T for this year?...................
4b
Yes
 
5
Was there a liquidation, termination, dissolution, or substantial contraction during the year?.........
5
 
No
If "Yes," attach the statement required by General Instruction T.
6
Are the requirements of section 508(e) (relating to sections 4941 through 4945) satisfied either:
  • By language in the governing instrument, or
  • By state legislation that effectively amends the governing instrument so that no mandatory directions
  • that conflict with the state law remain in the governing instrument?................
    6
    Yes
     
    7
    Did the foundation have at least $5,000 in assets at any time during the year? If "Yes," complete Part II, col. (c), and Part XV.
    7
    Yes
     
    8a
    Enter the states to which the foundation reports or with which it is registered (see instructions)
    bulletTX
    b
    If the answer is "Yes" to line 7, has the foundation furnished a copy of Form 990-PF to the Attorney
    General (or designate) of each state as required by General Instruction G? If "No," attach explanation .
    8b
    Yes
     
    9
    Is the foundation claiming status as a private operating foundation within the meaning of section 4942(j)(3)
    or 4942(j)(5) for calendar year 2013 or the taxable year beginning in 2013 (see instructions for Part XIV)?
    If "Yes," complete Part XIV.............................
    9
     
    No
    10
    Did any persons become substantial contributors during the tax year? If "Yes," attach a schedule listing their names and addresses.Click to see attachment
    10
    Yes
     
    11
    At any time during the year, did the foundation, directly or indirectly, own a controlled entity within the
    meaning of section 512(b)(13)? If "Yes," attach schedule. (see instructions) .............
    11
     
    No
    12
    Did the foundation make a distribution to a donor advised fund over which the foundation or a disqualified person had
    advisory privileges? If "Yes," attach statement (see instructions).................
    12
     
    No
    13
    Did the foundation comply with the public inspection requirements for its annual returns and exemption application?
    13
    Yes
     
    Website addressbulletWWW.STANZELMUSEUM.ORG
    14
    The books are in care ofbulletTHE ORGANIZATION Telephone no.bullet (979) 743-6559
    Located atbullet311 BAUMGARTEN STSCHULENBURGTX ZIP+4bullet78956
    15
    Section 4947(a)(1) nonexempt charitable trusts filing Form 990-PF in lieu of Form 1041.........bullet
    and enter the amount of tax-exempt interest received or accrued during the year ......bullet
    15  
    16 At any time during calendar year 2013, did the foundation have an interest in or a signature or other authority over YesNo
    a bank, securities, or other financial account in a foreign country?
    16   No
    See instructions for exceptions and filing requirements for Form TD F 90-22.1. If "Yes", enter the name of the
    foreign country bullet  
    Form 990-PF (2013)
    Form 990-PF (2013)
    Page 5
    Part VII-B
    Statements Regarding Activities for Which Form 4720 May Be Required
    File Form 4720 if any item is checked in the "Yes" column, unless an exception applies.
    Yes
    No
    1a
    During the year did the foundation (either directly or indirectly):
    (1) Engage in the sale or exchange, or leasing of property with a disqualified person?
    (2) Borrow money from, lend money to, or otherwise extend credit to (or accept it from)
    a disqualified person?.........................
    (3) Furnish goods, services, or facilities to (or accept them from) a disqualified person?
    (4) Pay compensation to, or pay or reimburse the expenses of, a disqualified person?
    (5) Transfer any income or assets to a disqualified person (or make any of either available
    for the benefit or use of a disqualified person)?.................
    (6) Agree to pay money or property to a government official? (Exception. Check "No"
    if the foundation agreed to make a grant to or to employ the official for a period
    after termination of government service, if terminating within 90 days.).........
    b
    If any answer is "Yes" to 1a(1)–(6), did any of the acts fail to qualify under the exceptions described in Regulations
    section 53.4941(d)-3 or in a current notice regarding disaster assistance (see page 20 of the instructions)?...
    1b
     
    No
    .........bullet
    c
    Did the foundation engage in a prior year in any of the acts described in 1a, other than excepted acts,
    that were not corrected before the first day of the tax year beginning in 2013?.............
    1c
     
    No
    2
    Taxes on failure to distribute income (section 4942) (does not apply for years the foundation was a private
    operating foundation defined in section 4942(j)(3) or 4942(j)(5)):
    a
    At the end of tax year 2013, did the foundation have any undistributed income (lines 6d
    and 6e, Part XIII) for tax year(s) beginning before 2013?...............
    If "Yes," list the years bullet20, 20, 20, 20
    b
    Are there any years listed in 2a for which the foundation is not applying the provisions of section 4942(a)(2)
    (relating to incorrect valuation of assets) to the year’s undistributed income? (If applying section 4942(a)(2)
    to all years listed, answer "No" and attach statement—see instructions.) ..............
    2b
     
     
    c
    If the provisions of section 4942(a)(2) are being applied to any of the years listed in 2a, list the years here.
    bullet20, 20, 20, 20
    3a
    Did the foundation hold more than a 2% direct or indirect interest in any business enterprise at
    any time during the year?.........................
    b
    If "Yes," did it have excess business holdings in 2013 as a result of (1) any purchase by the foundation
    or disqualified persons after May 26, 1969; (2) the lapse of the 5-year period (or longer period approved
    by the Commissioner under section 4943(c)(7)) to dispose of holdings acquired by gift or bequest; or (3)
    the lapse of the 10-, 15-, or 20-year first phase holding period? (Use Schedule C, Form 4720, to determine
    if the foundation had excess business holdings in 2013.)....................
    3b
     
     
    4a
    Did the foundation invest during the year any amount in a manner that would jeopardize its charitable purposes?
    4a
     
    No
    b
    Did the foundation make any investment in a prior year (but after December 31, 1969) that could jeopardize its
    charitable purpose that had not been removed from jeopardy before the first day of the tax year beginning in 2013?
    4b
     
    No
    5a
    During the year did the foundation pay or incur any amount to:
    (1) Carry on propaganda, or otherwise attempt to influence legislation (section 4945(e))?
    (2) Influence the outcome of any specific public election (see section 4955); or to carry
    on, directly or indirectly, any voter registration drive?...............
    (3) Provide a grant to an individual for travel, study, or other similar purposes?
    (4) Provide a grant to an organization other than a charitable, etc., organization described
    in section 509(a)(1), (2), or (3), or section 4940(d)(2)? (see instructions)........
    (5) Provide for any purpose other than religious, charitable, scientific, literary, or
    educational purposes, or for the prevention of cruelty to children or animals?........
    b
    If any answer is "Yes" to 5a(1)–(5), did any of the transactions fail to qualify under the exceptions described in
    Regulations section 53.4945 or in a current notice regarding disaster assistance (see instructions)? ......
    5b
     
     
    .........bullet
    c
    If the answer is "Yes" to question 5a(4), does the foundation claim exemption from the
    tax because it maintained expenditure responsibility for the grant?............
    If "Yes," attach the statement required by Regulations section 53.4945–5(d).
    6a
    Did the foundation, during the year, receive any funds, directly or indirectly, to pay premiums on
    a personal benefit contract?........................
    b
    Did the foundation, during the year, pay premiums, directly or indirectly, on a personal benefit contract?....
    6b
     
    No
    If "Yes" to 6b, file Form 8870.
    7a
    At any time during the tax year, was the foundation a party to a prohibited tax shelter transaction?
    b
    If yes, did the foundation receive any proceeds or have any net income attributable to the transaction? ....
    7b
     
     
    Form 990-PF (2013)
    Form 990-PF (2013)
    Page 6
    Part VIII
    Information About Officers, Directors, Trustees, Foundation Managers, Highly Paid Employees,
    and Contractors
    1 List all officers, directors, trustees, foundation managers and their compensation (see instructions).
    (a) Name and address (b) Title, and average
    hours per week
    devoted to position
    (c) Compensation
    (If not paid, enter
    -0-)
    (d) Contributions to
    employee benefit plans
    and deferred compensation
    (e) Expense account,
    other allowances
    THEODORE STANZEL VICE-PRESIDENT
    8.00
    0 0 0
    1101 KELLETT AVE
    SCHULENBURG,TX78956
    ROBERT R STANZEL PRESIDENT
    8.00
    0 0 0
    3618 GUENTHER RD
    LA GRANGE,TX78945
    HELEN NIESNER SECRETARY
    8.00
    0 0 0
    880 LUDWIG KAINER RD
    SCHULENBURG,TX78956
    GINGER BOSL TREASURER
    4.00
    0 0 0
    200 N UPTON
    SCHULENBURG,TX78956
    MELINDA BARNEYCASTLE DIRECTOR
    2.00
    0 0 0
    919 WEST 23RD
    HOUSTON,TX77008
    TONIA LIVINGSTON DIRECTOR
    2.00
    0 0 0
    833 S MAIN ST
    SCHULENBURG,TX78956
    JANICE KANA DIRECTOR
    2.00
    0 0 0
    605 WESTVIEW TERRACE DR
    SEALY,TX77474
    2 Compensation of five highest-paid employees (other than those included on line 1—see instructions). If none, enter “NONE."
    (a) Name and address of each employee paid more than $50,000 (b) Title, and average
    hours per week
    devoted to position
    (c) Compensation (d) Contributions to
    employee benefit
    plans and deferred
    compensation
    (e) Expense account,
    other allowances
    CYNTHIA L REED PROGRAM DIRECTOR
    40.00
    59,415 0 0
    311 BAUMGARTEN ST
    SCHULENBURG,TX78956
    Total number of other employees paid over $50,000...................bullet 0
    3 Five highest-paid independent contractors for professional services (see instructions). If none, enter "NONE".
    (a) Name and address of each person paid more than $50,000 (b) Type of service (c) Compensation
    NONE
    Total number of others receiving over $50,000 for professional services.............bullet0
    Part IX-A
    Summary of Direct Charitable Activities
    List the foundation’s four largest direct charitable activities during the tax year. Include relevant statistical information such as the number of organizations and other beneficiaries served, conferences convened, research papers produced, etc. Expenses
    1 EDUCATION PROGRAM - PROVIDES SCHOLARSHIP TO GRADUATING SENIOR RESIDING IN THE SCHULENBURG/WEIMAR ISD. PROVIDES GRANTS TO SCHOOLS AND OTHER EDUCATIONAL PROGRAMS IN SCHULENBURG/WEIMAR. 25,057
    2 STANZEL MODEL AIRCRAFT MUSEUM DISPLAYS ARTIFACTS RELATED TO THE HISTORY AND DEVELOPMENT OF MODEL FLYING AIRCRAFT. 114,642
    3 HEALTH COMMUNITY INITIATIVE IS A PROGRAM TO PROMOTE HEALTHY LIFESTYLES AND HEALTH HABITS, WHILE IMPROVING THE QUALITY OF COMMUNITY LIFE. 73,242
    4 THE PARENTS AS TEACHERS PROGRAM IS COMMITTED TO PROVIDE FREE INFORMATION,EDUCATION,AND FAMILY SUPPORT ON CHILD DEVELOPMENT ISSUES FROM PRENATAL TO KINDERGARTEN. 274,551
    Form 990-PF (2013)
    Form 990-PF (2013)
    Page 7
    Part IX-B
    Summary of Program-Related Investments (see instructions)
    Describe the two largest program-related investments made by the foundation during the tax year on lines 1 and 2. Amount
    1 N/A 0
    2  
    All other program-related investments. See page 24 of the instructions.
    3  
    Total. Add lines 1 through 3.........................bullet0
    Part X
    Minimum Investment Return (All domestic foundations must complete this part. Foreign foundations,
    see instructions.)
    1
    Fair market value of assets not used (or held for use) directly in carrying out charitable, etc.,
    purposes:
    a
    Average monthly fair market value of securities...................
    1a
     
    b
    Average of monthly cash balances.......................
    1b
     
    c
    Fair market value of all other assets (see instructions)................
    1c
     
    d
    Total (add lines 1a, b, and c).........................
    1d
     
    e
    Reduction claimed for blockage or other factors reported on lines 1a and
    1c (attach detailed explanation) .............
    1e
     
    2
    Acquisition indebtedness applicable to line 1 assets..................
    2
     
    3
    Subtract line 2 from line 1d.........................
    3
     
    4
    Cash deemed held for charitable activities. Enter 1 1/2% of line 3 (for greater amount, see
    instructions) .............................
    4
     
    5
    Net value of noncharitable-use assets. Subtract line 4 from line 3. Enter here and on Part V, line 4
    5
     
    6
    Minimum investment return. Enter 5% of line 5..................
    6
     
    Part XI
    Distributable Amount bullet and do not complete this part.)
    1
    Minimum investment return from Part X, line 6....................
    1
    874,855
    2a
    Tax on investment income for 2013 from Part VI, line 5......
    2a
    22,018
    b
    Income tax for 2013. (This does not include the tax from Part VI.)...
    2b
    701
    c
    Add lines 2a and 2b............................
    2c
    22,719
    3
    Distributable amount before adjustments. Subtract line 2c from line 1............
    3
    852,136
    4
    Recoveries of amounts treated as qualifying distributions................
    4
    0
    5
    Add lines 3 and 4............................
    5
    852,136
    6
    Deduction from distributable amount (see instructions).................
    6
    0
    7
    Distributable amount as adjusted. Subtract line 6 from line 5. Enter here and on Part XIII,
    line 1................................
    7
    852,136
    Part XII
    Qualifying Distributions (see instructions)
    1
    Amounts paid (including administrative expenses) to accomplish charitable, etc., purposes:
    a
    Expenses, contributions, gifts, etc.—total from Part I, column (d), line 26 ..........
    1a
     
    b
    Program-related investments—total from Part IX-B..................
    1b
     
    2
    Amounts paid to acquire assets used (or held for use) directly in carrying out charitable, etc.,
    purposes...............................
    2
     
    3
    Amounts set aside for specific charitable projects that satisfy the:
    a
    Suitability test (prior IRS approval required)....................
    3a
     
    b
    Cash distribution test (attach the required schedule) .................
    3b
     
    4
    Qualifying distributions. Add lines 1a through 3b. Enter here and on Part V, line 8, and Part XIII, line 4
    4
     
    5
    Foundations that qualify under section 4940(e) for the reduced rate of tax on net investment
    income. Enter 1% of Part I, line 27b (see instructions).................
    5
     
    6
    Adjusted qualifying distributions. Subtract line 5 from line 4..............
    6
     
    Note: The amount on line 6 will be used in Part V, column (b), in subsequent years when calculating whether the foundation qualifies for
    the section 4940(e) reduction of tax in those years.
    Form 990-PF (2013)
    Form 990-PF (2013)
    Page 8
    Part XIII
    Undistributed Income (see instructions)
    (a)
    Corpus
    (b)
    Years prior to 2012
    (c)
    2012
    (d)
    2013
    1 Distributable amount for 2013 from Part XI, line 7 852,136
    2 Undistributed income, if any, as of the end of 2013:
    a Enter amount for 2012 only....... 0
    b Total for prior years:20, 20, 20 0
    3 Excess distributions carryover, if any, to 2013:
    a From 2008....... 175,306
    b From 2009....... 78,052
    c From 2010.......  
    d From 2011.......  
    e From 2012....... 54,998
    fTotal of lines 3a through e......... 308,356
    4Qualifying distributions for 2013 from Part
    XII, line 4: bullet$ 774,932
    a Applied to 2012, but not more than line 2a 0
    b Applied to undistributed income of prior years
    (Election required—see instructions)......
    0
    c Treated as distributions out of corpus (Election
    required—see instructions).........
    0
    d Applied to 2013 distributable amount..... 774,932
    e Remaining amount distributed out of corpus 0
    5 Excess distributions carryover applied to 2013. 77,204 77,204
    (If an amount appears in column (d), the
    same amount must be shown in column (a).)
    6Enter the net total of each column as
    indicated below:
    a Corpus. Add lines 3f, 4c, and 4e. Subtract line 5 231,152
    b Prior years’ undistributed income. Subtract
    line 4b from line 2b ...........
    0
    c Enter the amount of prior years’ undistributed
    income for which a notice of deficiency has
    been issued, or on which the section 4942(a)
    tax has been previously assessed......
    0
    d Subtract line 6c from line 6b. Taxable amount
    —see instructions ...........
    0
    e Undistributed income for 2012. Subtract line
    4a from line 2a. Taxable amount—see
    instructions .............
    0
    f Undistributed income for 2013. Subtract
    lines 4d and 5 from line 1. This amount must
    be distributed in 2014 ..........
    0
    7 Amounts treated as distributions out of
    corpus to satisfy requirements imposed by
    section 170(b)(1)(F) or 4942(g)(3) (see
    instructions) .............
    0
    8Excess distributions carryover from 2008 not
    applied on line 5 or line 7 (see instructions) ...
    98,102
    9Excess distributions carryover to 2014.
    Subtract lines 7 and 8 from line 6a ......
    133,050
    10 Analysis of line 9:
    a Excess from 2009.... 78,052
    b Excess from 2010....  
    c Excess from 2011....  
    d Excess from 2012.... 54,998
    e Excess from 2013....  
    Form 990-PF (2013)
    Form 990-PF (2013)
    Page 9
    Part XIV
    Private Operating Foundations (see instructions and Part VII-A, question 9)
    1a If the foundation has received a ruling or determination letter that it is a private operating
    foundation, and the ruling is effective for 2013, enter the date of the ruling.......bullet
     
    b Check box to indicate whether the organization is a private operating foundation described in section or
    2a Enter the lesser of the adjusted net
    income from Part I or the minimum
    investment return from Part X for each
    year listed ..........
    Tax year Prior 3 years (e) Total
    (a) 2013 (b) 2012 (c) 2011 (d) 2010
             
    b 85% of line 2a .........          
    c Qualifying distributions from Part XII,
    line 4 for each year listed .....
             
    d Amounts included in line 2c not used
    directly for active conduct of exempt activities ...........
             
    e Qualifying distributions made directly
    for active conduct of exempt activities.
    Subtract line 2d from line 2c ....
             
    3 Complete 3a, b, or c for the
    alternative test relied upon:
    a “Assets" alternative test—enter:
    (1) Value of all assets ......          
    (2) Value of assets qualifying
    under section 4942(j)(3)(B)(i)
             
    b “Endowment" alternative test— enter 2/3
    of minimum investment return shown in
    Part X, line 6 for each year listed...
             
    c “Support" alternative test—enter:
    (1) Total support other than gross
    investment income (interest,
    dividends, rents, payments
    on securities loans (section
    512(a)(5)), or royalties) ....
             
    (2) Support from general public
    and 5 or more exempt
    organizations as provided in
    section 4942(j)(3)(B)(iii)....
             
    (3) Largest amount of support
    from an exempt organization
             
    (4) Gross investment income          
    Part XV
    Supplementary Information (Complete this part only if the organization had $5,000 or more in
    assets at any time during the year—see instructions.)
    1Information Regarding Foundation Managers:
    aList any managers of the foundation who have contributed more than 2% of the total contributions received by the foundation
    before the close of any tax year (but only if they have contributed more than $5,000). (See section 507(d)(2).)
    bList any managers of the foundation who own 10% or more of the stock of a corporation (or an equally large portion of the
    ownership of a partnership or other entity) of which the foundation has a 10% or greater interest.
    2Information Regarding Contribution, Grant, Gift, Loan, Scholarship, etc., Programs:
    Check here bullet
    aThe name, address, and telephone number or e-mail address of the person to whom applications should be addressed:
    ROBERT STANZEL
    311 BAUMGARTEN
    SCHULENBURG,TX78956
    (979) 743-6559
    bThe form in which applications should be submitted and information and materials they should include:
    THE FOUNDATION WILL PROVIDE AN APPLICATION FORM FOR SCHOLARSHIPS AND AN APPLICATION FORMAT FOR OTHER REQUESTS.
    cAny submission deadlines:
    MARCH 31 OF EACH YEAR FOR SCHOLARSHIPS.
    dAny restrictions or limitations on awards, such as by geographical areas, charitable fields, kinds of institutions, or other
    factors:
    SCHOLARSHIPS LIMITED TO GRADUATING SENIORS LIVING IN THE WEIMAR/SCHULENBURG INDEPENDENT SCHOOL DISTRICTS, OR WHO ARE ENROLLED IN A HIGH SCHOOL LOCATED IN EITHER THE SCHULENBURG OR WEIMAR INDEPENDENT SCHOOL DISTRICT, AND WHO PLAN TO ENROLL AT ANY INSTITUTION OF HIGHER EDUCATION AFTER GRADUATION. OTHER COMMUNITY PROGRAMS ARE RESTRICTED TO PROVIDE EDUCATIONAL AND MEDICAL BENEFITS TO RESIDENTS OF THE SCHULENBURG AND WEIMAR COMMUNITIES.
    Form 990-PF (2013)
    Form 990-PF (2013)
    Page 10
    Part XV
    Supplementary Information (continued)
    3 Grants and Contributions Paid During the Year or Approved for Future Payment
    Recipient If recipient is an individual,
    show any relationship to
    any foundation manager
    or substantial contributor
    Foundation
    status of
    recipient
    Purpose of grant or
    contribution
    Amount
    Name and address (home or business)
    aPaid during the year
    BRENDA AVILA
    107 ST JOHN RD
    SCHULENBURG,TX78956
    NONE N/A COLLEGE SCHOLARSHIP 2,000
    CHRISTINA AVILA
    811 SIMPSON
    SCHULENBURG,TX78956
    NONE N/A COLLEGE SCHOLARSHIP 2,000
    MEREDITH RENA BERGER
    P O BOX 904
    WEIMAR,TX78962
    NONE N/A COLLEGE SCHOLARSHIP 2,000
    CONSTANCE S BOOKER
    1207 JAMES AVE
    SCHULENBURG,TX78956
    NONE N/A COLLEGE SCHOLARSHIP 1,000
    ALEX L BRANDT
    7001 FM 155
    LA GRANGE,TX78945
    NONE N/A COLLEGE SCHOLARSHIP 2,000
    NANCY BRENEK
    602 S MAIN ST
    SCHULENBURG,TX78956
    NONE N/A COLLEGE SCHOLARSHIP RETURNED -695
    AMANDA BROWN
    207 MATULA AVE
    SCHULENBURG,TX78956
    NONE N/A COLLEGE SCHOLARSHIP 1,000
    DANIEL CARDOZA
    1809 COUNTY RD 210
    WEIMAR,TX78962
    NONE N/A COLLEGE SCHOLARSHIP 2,000
    INDIA CONNOR
    1124 BAUMGARTEN ST
    SCHULENBURG,TX78956
    NONE N/A COLLEGE SCHOLARSHIP 2,000
    LARISSA CURRY
    1663 HWY 90
    WEIMAR,TX78962
    NONE N/A COLLEGE SCHOLARSHIP 819
    ZACHARY DENNY
    610 S CENTER ST
    WEIMAR,TX78962
    NONE N/A COLLEGE SCHOLARSHIP 2,000
    WADE DILLENBECK
    P O BOX 421
    SCHULENBURG,TX78956
    NONE N/A COLLEGE SCHOLARSHIP 2,000
    KODY RYAN DOBECKA
    527 W MAGNOLIA AVE
    SAN ANTONIO,TX78212
    NONE N/A COLLEGE SCHOLARSHIP 2,000
    DILLAN DRABEK
    1128 DITTRICH RD
    SCHULENBURG,TX78956
    NONE N/A COLLEGE SCHOLARSHIP 2,000
    MELANY ECKHARDT
    401 LYONS AVE
    SCHULENBURG,TX78956
    NONE N/A COLLEGE SCHOLARSHIP 2,000
    COLT FRIEDRICH
    4908 FREYBURG HALL RD
    SCHULENBURG,TX78956
    NONE N/A COLLEGE SCHOLARSHIP 2,000
    NATALIE GABLER
    1011 PAULUS ST
    SCHULENBURG,TX78956
    NONE N/A COLLEGE SCHOLARSHIP 2,000
    LANDRY PATRICIA GALL
    910 PARK DR
    WEIMAR,TX78962
    NONE N/A COLLEGE SCHOLARSHIP 2,000
    ASHLEY LYNN GRAHMANN
    P O BOX 205
    SCHULENBURG,TX78956
    NONE N/A COLLEGE SCHOLARSHIP 2,000
    MEGAN GUERRERO
    710 S EAST STREET
    WEIMAR,TX78962
    NONE N/A COLLEGE SCHOLARSHIP 2,000
    SAMANTHA HALL
    907 HERDER AVE
    SCHULENBURG,TX78956
    NONE N/A COLLEGE SCHOLARSHIP 2,000
    KRISTIN HEGER
    9045 FM 1383
    LA GRANGE,TX78945
    NONE N/A COLLEGE SCHOLARSHIP 2,000
    BRANDON HOBBS
    2208 PINECREST
    GLADEWATER,TX75647
    NONE N/A COLLEGE SCHOLARSHIP 1,000
    YOLANDA JOHNSON
    P O BOX 172
    WEIMAR,TX78962
    NONE N/A COLLEGE SCHOLARSHIP 2,000
    CLAY KANSTEINER
    1006 COUNTY ROAD 207
    WEIMAR,TX78962
    NONE N/A COLLEGE SCHOLARSHIP 2,000
    JAKE KOBERSKY
    200 CONVERSE STREET
    WEIMAR,TX78962
    NONE N/A COLLEGE SCHOLARSHIP 2,000
    TYLER KOEHN
    104 BARTA LOOP
    WEIMAR,TX78962
    NONE N/A COLLEGE SCHOLARSHIP 1,000
    CHELSEA KUBENKA
    2600 FM 1579
    SCHULENBURG,TX78956
    NONE N/A COLLEGE SCHOLARSHIP 2,000
    JESSALYN KUNZ
    304 W SOUTH ST
    WEIMAR,TX78962
    NONE N/A COLLEGE SCHOLARSHIP 2,000
    CLAYTON WILLIAM LANGHOFF
    3008 FM 155 NORTH
    WEIMAR,TX78962
    NONE N/A COLLEGE SCHOLARSHIP 2,000
    SPENCER LEPPIN
    104 FRANKLIN ST
    WEIMAR,TX78962
    NONE N/A COLLEGE SCHOLARSHIP 2,000
    JORDAN LEWMAN
    2164 EAST JACKSON
    WEIMAR,TX78962
    NONE N/A COLLEGE SCHOLARSHIP 2,000
    FAVIOLA MANZANO
    1818 W US HWY 90
    SCHULENBURG,TX78956
    NONE N/A COLLEGE SCHOLARSHIP 1,000
    VIOLETA MANZANO
    1818 W US HWY 90
    SCHULENBURG,TX78956
    NONE N/A COLLEGE SCHOLARSHIP 1,000
    JEREMY MAUPIN
    P O BOX 12
    WEIMAR,TX78962
    NONE N/A COLLEGE SCHOLARSHIP 1,000
    VANESSA MAUPIN
    1149 COUNTY RD 240
    WEIMAR,TX78962
    NONE N/A COLLEGE SCHOLARSHIP 2,000
    BRIANNA MAZOCH
    5223 FM 1383
    SCHULENBURG,TX78956
    NONE N/A COLLEGE SCHOLARSHIP 2,000
    LEE MUELLER
    203 KABOR ST
    WEIMAR,TX78962
    NONE N/A COLLEGE SCHOLARSHIP 1,000
    EMILY OERTLI
    201 W CHURCH ST
    WEIMAR,TX78962
    NONE N/A COLLEGE SCHOLARSHIP 2,000
    CARLY OSINA
    209 SCHULTZ
    SCHULENBURG,TX78956
    NONE N/A COLLEGE SCHOLARSHIP 1,000
    DYLAN OTTO
    302 S COLLEGE
    WEIMAR,TX78962
    NONE N/A COLLEGE SCHOLARSHIP 2,000
    CODY PAVLICEK
    6605 KAINER RD
    SCHULENBURG,TX78956
    NONE N/A COLLEGE SCHOLARSHIP 2,000
    ARNESIA POWE
    904 JAMES AVE
    SCHULENBURG,TX78956
    NONE N/A COLLEGE SCHOLARSHIP 2,000
    RYAN ALAN RERICH
    P O BOX 150
    WEIMAR,TX78962
    NONE N/A COLLEGE SCHOLARSHIP 2,000
    GENISE RODRIGUEZ
    404 W POST OFFICE ST
    WEIMAR,TX78962
    NONE N/A COLLEGE SCHOLARSHIP 1,000
    HOLLIE SCHRADER
    325 FM 615
    SCHULENBURG,TX78956
    NONE N/A COLLEGE SCHOLARSHIP 2,000
    GRANT SCHWENKE
    407 EAST ANDERSON
    SCHULENBURG,TX78956
    NONE N/A COLLEGE SCHOLARSHIP 2,000
    LAUREN SEDLAR
    206 A WEST HUVAR STREET
    WEIMAR,TX78962
    NONE N/A COLLEGE SCHOLARSHIP 2,000
    KAITLYN SESTAK
    406 WEST HUVAR
    WEIMAR,TX78962
    NONE N/A COLLEGE SCHOLARSHIP 2,000
    EMILY SEYL
    3370 HERMIS ROAD
    SCHULENBURG,TX78956
    NONE N/A COLLEGE SCHOLARSHIP 2,000
    SUSIE SPEED
    1108 PIERCE ST
    SCHULENBURG,TX78956
    NONE N/A COLLEGE SCHOLARSHIP 779
    MACY LAUREN STAVINOHA
    1389 CR 220
    WEIMAR,TX78962
    NONE N/A COLLEGE SCHOLARSHIP 2,000
    KRISTINE MARIE VALCHAR
    486 EAST COUNTY LINE RD
    SCHULENBURG,TX78956
    NONE N/A COLLEGE SCHOLARSHIP 1,000
    HOLLY VECERA
    306 MATULA AVE
    SCHULENBURG,TX78956
    NONE N/A COLLEGE SCHOLARSHIP 2,000
    ERIKA VELAZQUEZ
    309 AUGUST ST
    SCHULENBURG,TX78956
    NONE N/A COLLEGE SCHOLARSHIP 1,000
    KAMI WAGNER
    12428 FM 1383
    SCHULENBURG,TX78956
    NONE N/A COLLEGE SCHOLARSHIP 1,000
    CHELSEA LYNN WALTERS
    1245 CR 2103
    WEIMAR,TX78962
    NONE N/A COLLEGE SCHOLARSHIP 2,000
    JAMES WILLBANKS JR
    609 WOLF ST
    SCHULENBURG,TX78956
    NONE N/A COLLEGE SCHOLARSHIP 2,000
    DASHAI M WILLIAMS
    303 N SMITH
    WEIMAR,TX78962
    NONE N/A COLLEGE SCHOLARSHIP 1,000
    TYCIE WILLIAMS
    504 N ST ANDREWS
    WEIMAR,TX78962
    NONE N/A COLLEGE SCHOLARSHIP 1,000
    CALLENE ZAPALAC
    4700 MACH RD
    LA GRANGE,TX78945
    NONE N/A COLLEGE SCHOLARSHIP 2,000
    BLINN COLLEGE FOUNDATION
    902 COLLEGE AVE
    BRENHAM,TX77833
    N/A PUBLIC SCHOOL COLLEGE SCHOLARSHIP 4,000
    BLINN COLLEGE FOUNDATION - BLINN ASSOCIATE RN PROGRAM
    902 COLLEGE AVE
    BRENHAM,TX77833
    N/A PUBLIC SCHOOL NURSING SCHOLARSHIPS 3,500
    CHAMPION VALLEY BOYS AND GIRLS CLUB
    101 WEST JACKSON ST
    WEIMAR,TX78962
    N/A PUBLIC CHARITY COMMUNITY PROGRAM 104,657
    NATIONAL INVENTORS HALL OF FAME FOUNDATION
    3701 HIGHLAND PARK NW
    N CANTON,OH44720
    N/A PUBLIC CHARITY CAMP INVENTION PROGRAM SCHOLARSHIPS - LA GRANGE ISD 1,230
    ST ROSE SCHOOL
    405 BLACK ST
    SCHULENBURG,TX78956
    N/A PUBLIC SCHOOL PUBLIC SCHOOL FOR EQUIPMENT 5,000
    SCHULENBURG ISD
    521 NORTH ST
    SCHULENBURG,TX78956
    N/A PUBLIC SCHOOL PUBLIC SCHOOL 3,000
    SCHULENBURG AND WEIMAR IN FOCUS TOGETHER (SWIFT)
    411 SUMMIT
    SCHULENBURG,TX78956
    N/A PUBLIC CHARITY COMMUNITY PROGRAM 55,150
    TEXAS HEALTH INSTITUTE
    8501 N MOPAC EXPRESSWAY BLDG 1
    SUITE 170
    AUSTIN,TX78759
    N/A PUBLIC CHARITY HEALTH CHARITY 1,000
    VICTORIA COLLEGE - ZELDA ALLEN SCHOOL OF NURSING
    1410 NORTH TEXANA
    HALLETTSVILLE,TX77964
    N/A PUBLIC SCHOOL NURSING SCHOLARSHIPS 5,000
    WEIMAR ISD
    101 WEST JACKSON ST
    WEIMAR,TX78962
    N/A PUBLIC SCHOOL INSTRUCTIONAL SCHOLARSHIP 3,000
    Total .................................bullet 3a 287,440
    bApproved for future payment
    BRENDA AVILA
    107 ST JOHN RD
    SCHULENBURG,TX78956
    NONE N/A COLLEGE SCHOLARSHIP 2,000
    CHRISTINA AVILA
    811 SIMPSON
    SCHULENBURG,TX78956
    NONE N/A COLLEGE SCHOLARSHIP 2,000
    MAURA BENNETT
    307 AUGUST
    SCHULENBURG,TX78956
    NONE N/A COLLEGE SCHOLARSHIP 2,000
    MEREDITH RENA BERGER
    P O BOX 904
    WEIMAR,TX78962
    NONE N/A COLLEGE SCHOLARSHIP 1,000
    MADISON BRANDI BERGER
    P O BOX 904
    WEIMAR,TX78962
    NONE N/A COLLEGE SCHOLARSHIP 2,000
    AMANDA BROWN
    207 MATULA AVE
    SCHULENBURG,TX78956
    NONE N/A COLLEGE SCHOLARSHIP 1,000
    DANIEL CARDOZA
    1809 COUNTY ROAD 210
    WEIMAR,TX78962
    NONE N/A COLLEGE SCHOLARSHIP 2,000
    INDIA CONNER
    1124 BAUMGARTEN ST
    SCHULENBURG,TX78956
    NONE N/A COLLEGE SCHOLARSHIP 2,000
    LARISSA CURRY
    1663 HWY 90
    WEIMAR,TX78962
    NONE N/A COLLEGE SCHOLARSHIP 2,000
    ZACHARY DENNY
    610 S CENTER ST
    WEIMAR,TX78962
    NONE N/A COLLEGE SCHOLARSHIP 2,000
    WADE DILLENBECK
    P O BOX 421
    SCHULENBURG,TX78956
    NONE N/A COLLEGE SCHOLARSHIP 2,000
    KODY RYAN DOBECKA
    527 W MAGNOLIA AVE
    SAN ANTONIO,TX78212
    NONE N/A COLLEGE SCHOLARSHIP 2,000
    DILLAN DRABEK
    1128 DITTRICH RD
    SCHULENBURG,TX78956
    NONE N/A COLLEGE SCHOLARSHIP 2,000
    MELANY ECKHARDT
    401 LYONS AVE
    SCHULENBURG,TX78956
    NONE N/A COLLEGE SCHOLARSHIP 2,000
    MICHELLE EILERS
    P O BOX 48
    SCHULENBURG,TX78956
    NONE N/A COLLEGE SCHOLARSHIP 2,000
    LA TOYIA ELLISON
    116 COUNTY RD 202 - P O BOX 251
    WEIMAR,TX78962
    NONE N/A COLLEGE SCHOLARSHIP 2,000
    HANNAH FOGLE
    410 SIMPSON ST
    SCHULENBURG,TX78956
    NONE N/A NURSING SCHOLARSHIP 2,000
    NATALIE GABLER
    1011 PAULUS
    SCHULENBURG,TX78956
    NONE N/A COLLEGE SCHOLARSHIP 2,000
    LANDRY PATRICIA GALL
    910 PARK DR
    WEIMAR,TX78962
    NONE N/A COLLEGE SCHOLARSHIP 2,000
    CARINA GASPER
    2998 W US HWY 90
    SCHULENBURG,TX78956
    NONE N/A COLLEGE SCHOLARSHIP 2,000
    TANNER GUENTERT
    2434 VACEK LOOP
    SCHULENBURG,TX78956
    NONE N/A COLLEGE SCHOLARSHIP 2,000
    MEGAN GUERRERO
    710 S EAST STREET
    WEIMAR,TX78962
    NONE N/A COLLEGE SCHOLARSHIP 2,000
    SAMANTHA HALL
    907 HERDER AVE
    SCHULENBURG,TX78956
    NONE N/A COLLEGE SCHOLARSHIP 2,000
    AMY SUZANE HARTMAN
    1004 BAUMGARTEN
    SCHULENBURG,TX78956
    NONE N/A COLLEGE SCHOLARSHIP 2,000
    CAMERON HEGER
    9045 FM 1383
    LA GRANGE,TX78945
    NONE N/A COLLEGE SCHOLARSHIP 2,000
    KRISTY JANECKA
    519 A SOUTH E ST
    WEIMAR,TX78962
    NONE N/A COLLEGE SCHOLARSHIP 2,000
    DOUGLAS JOHNSON
    507 N EXCHANGE ST
    WEIMAR,TX78962
    NONE N/A COLLEGE SCHOLARSHIP 2,000
    YOLANDA JOHNSON
    P O BOX 172
    WEIMAR,TX78962
    NONE N/A COLLEGE SCHOLARSHIP 1,000
    CLAY KANSTEINER
    1006 COUNTY ROAD 207
    WEIMAR,TX78962
    NONE N/A COLLEGE SCHOLARSHIP 1,000
    JAKE KOBERSKY
    200 CONVERSE STREET
    WEIMAR,TX78962
    NONE N/A COLLEGE SCHOLARSHIP 2,000
    TYLER KOEHN
    104 BARTA LOOP
    WEIMAR,TX78962
    NONE N/A COLLEGE SCHOLARSHIP 1,000
    ZACHERY KUBALA
    830 FM 2672
    SCHULENBURG,TX78956
    NONE N/A COLLEGE SCHOLARSHIP 1,000
    CHELSEA KUBENKA
    2600 FM 1579
    SCHULENBURG,TX78956
    NONE N/A COLLEGE SCHOLARSHIP 2,000
    SERENA KUTAC
    220 KLESEL RD
    SCHULENBURG,TX78956
    NONE N/A NURSING SCHOLARSHIP 2,000
    CLAYTON WILLIAM LANGHOFF
    3008 FM 155 NORTH
    WEIMAR,TX78962
    NONE N/A COLLEGE SCHOLARSHIP 2,000
    SPENCER LEPPIN
    104 E FRANKLIN
    WEIMAR,TX78962
    NONE N/A COLLEGE SCHOLARSHIP 1,000
    JORDAN LEWMAN
    2164 EAST JACKSON
    WEIMAR,TX78962
    NONE N/A COLLEGE SCHOLARSHIP 2,000
    REXX MANN
    12701 W WILSHIRE BLVD
    YUKON,OK73099
    NONE N/A COLLEGE SCHOLARSHIP 2,000
    VANESSA MAUPIN
    1149 COUNTY ROAD 240
    WEIMAR,TX78962
    NONE N/A COLLEGE SCHOLARSHIP 1,000
    BRIANNA M MAZOCH
    5223 FM 1383
    SCHULENBURG,TX78956
    NONE N/A COLLEGE SCHOLARSHIP 1,000
    LEE MUELLER
    203 KABOR ST
    WEIMAR,TX78962
    NONE N/A COLLEGE SCHOLARSHIP 1,000
    EMILY OERTLI
    201 W CHURCH ST
    WEIMAR,TX78962
    NONE N/A COLLEGE SCHOLARSHIP 2,000
    MONTANA OLLE
    204 BAUMGARTEN ST
    SCHULENBURG,TX78956
    NONE N/A COLLEGE SCHOLARSHIP 2,000
    CODY PAVLICEK
    6605 KAINER RD
    SCHULENBURG,TX78956
    NONE N/A COLLEGE SCHOLARSHIP 1,000
    ARNESIA POWE
    904 JAMES AVE
    SCHULENBURG,TX78956
    NONE N/A COLLEGE SCHOLARSHIP 2,000
    JACOB REHAK
    103 MEADOWS DR
    SCHULENBURG,TX78956
    NONE N/A COLLEGE SCHOLARSHIP 2,000
    RYAN ALAN RERICH
    P O BOX 150
    WEIMAR,TX78962
    NONE N/A COLLEGE SCHOLARSHIP 2,000
    HOLLIE SCHRADER
    325 FM 615
    SCHULENBURG,TX78956
    NONE N/A COLLEGE SCHOLARSHIP 2,000
    GRANT SCHWENKE
    407 EAST ANDERSON
    SCHULENBURG,TX78956
    NONE N/A COLLEGE SCHOLARSHIP 2,000
    LAUREN SEDLAR
    206 A WEST HUVAR STREET
    WEIMAR,TX78962
    NONE N/A COLLEGE SCHOLARSHIP 2,000
    KAITLYN SESTAK
    406 WEST HUVAR
    WEIMAR,TX78962
    NONE N/A COLLEGE SCHOLARSHIP 2,000
    EMILY SEYL
    3370 HERMIS ROAD
    SCHULENBURG,TX78956
    NONE N/A COLLEGE SCHOLARSHIP 2,000
    SUSIE SPEED
    1108 PIERCE ST
    SCHULENBURG,TX78956
    NONE N/A COLLEGE SCHOLARSHIP 2,000
    MACY LAUREN STAVINOHA
    1389 CR 220
    WEIMAR,TX78962
    NONE N/A COLLEGE SCHOLARSHIP 2,000
    HOLLY VECERA
    306 MATULA AVE
    SCHULENBURG,TX78956
    NONE N/A COLLEGE SCHOLARSHIP 2,000
    TYLER VORNSAND
    2629 S US HWY 77
    SCHULENBURG,TX78956
    NONE N/A COLLEGE SCHOLARSHIP 2,000
    SARAH WALKER
    821 S MAIN
    SCHULENBURG,TX78956
    NONE N/A COLLEGE SCHOLARSHIP 2,000
    TRISTEN LANE WENDT
    2508 PETTIT LN
    SCHULENBURG,TX78956
    NONE N/A COLLEGE SCHOLARSHIP 2,000
    JAMES WILLBANKS JR
    609 WOLF ST
    SCHULENBURG,TX78956
    NONE N/A COLLEGE SCHOLARSHIP 2,000
    CALLENE ZAPALAC
    4700 MACH RD
    LA GRANGE,TX78945
    NONE N/A COLLEGE SCHOLARSHIP 2,000
    DAKOTA ZAPALAC
    8228 ABBOTTS GROVE SCHOOL RD
    LA GRANGE,TX78945
    NONE N/A NURSING SCHOLARSHIP 2,000
    ARTS FOR RURAL TEXAS
    114 N LIVE OAK ST
    FAYETTEVILLE,TX78940
    N/A PUBLIC CHARITY FINE ARTS PROGRAM FOR CHILDREN 2,000
    BLINN COLLEGE FOUNDATION
    902 COLLEGE AVE
    BRENHAM,TX77833
    N/A PUBLIC SCHOOL COLLEGE SCHOLARSHIPS 4,000
    BLINN COLLEGE SCHULENBURG CAMPUS
    100 RANGER DR
    SCHULENBURG,TX78956
    N/A PUBLIC COLLEGE FOR SCHULENBURG, TX CAMPUS 32,720
    CHAMPION VALLEY BOYS AND GIRLS CLUB
    101 WEST JACKSON ST
    WEIMAR,TX78962
    N/A PUBLIC CHARITY COMMUNITY PROGRAM 92,500
    NATIONAL INVENTORS HALL OF FAME FOUNDATION
    3701 HIGHLAND PARK NW
    N CANTON,OH44720
    N/A PUBLIC CHARITY CAMP INVENTION PROGRAM SCHOLARSHIPS - LA GRANGE ISD 1,230
    COLORADO COUNTY TX EMERGENCY MEDICAL SERVICES
    305 RADIO LN 101
    COLUMBUS,TX78934
    N/A PUBLIC MEDICAL SERVI CERTIFICATION PROGRAM FOR NEW EMT RESPONDERS 5,000
    SCHULENBURG ISD
    521 NORTH ST
    SCHULENBURG,TX78956
    N/A PUBLIC SCHOOL HIGH RELIABILITY SCHOOLS SUMMITT IN AURORA, CO 4,000
    SCHULENBURG POLICE DEPT
    607 UPTON AVE
    SCHULENBURG,TX78956
    N/A PUBLIC POLICE DEPART SPECIAL COMMUNITY PROGRAMS 1,975
    SCHULENBURG AND WEIMAR IN FOCUS TOGETHER (SWIFT)
    411 SUMMIT
    SCHULENBURG,TX78956
    N/A PUBLIC CHARITY COMMUNITY PROGRAM 60,000
    TURTLE WING FOUNDATION
    P O BOX 631
    SCHULENBURG,TX78956
    N/A PUBLIC CHARITY COMMUNITY PROGRAM 3,500
    VICTORIA COLLEGE - ZELDA ALLEN SCHOOL OF NURSING
    1410 NORTH TEXANA
    HALLETTSVILLE,TX77964
    N/A PUBLIC SCHOOL NURSING SCHOLARSHIPS 5,000
    WEIMAR ISD
    101 WEST JACKSON ST
    WEIMAR,TX78962
    N/A PUBLIC SCHOOL HIGH RELIABILITY SCHOOLS SUMMITT IN AURORA, CO 5,070
    WEIMAR SOCCER CLUB INC
    5634 GEBERT RD
    MULDOON,TX78949
    N/A PUBLIC CHARITY COMMUNITY PROGRAM 12,000
    Total .................................bullet 3b 339,995
    Form 990-PF (2013)
    Form 990-PF (2013)
    Page 11
    Part XVI-A
    Analysis of Income-Producing Activities
    Enter gross amounts unless otherwise indicated. Unrelated business income Excluded by section 512, 513, or 514 (e)
    Related or exempt
    function income
    (See instructions.)
    1Program service revenue: (a)
    Business code
    (b)
    Amount
    (c)
    Exclusion code
    (d)
    Amount
    a
    b
    c
    d
    e
    f
    gFees and contracts from government agencies          
    2 Membership dues and assessments....          
    3
    Interest on savings and temporary cash investments ............
             
    4 Dividends and interest from securities....     14 370,217  
    5 Net rental income or (loss) from real estate:
    aDebt-financed property......          
    bNot debt-financed property.....          
    6
    Net rental income or (loss) from personal property .............
             
    7 Other investment income.....          
    8
    Gain or (loss) from sales of assets other than inventory .............
        18 916,397 501
    9 Net income or (loss) from special events:     01    
    10 Gross profit or (loss) from sales of inventory..     10 73  
    11 Other revenue: aMUSEUM ADMISSION INCOME         4,824
    bTOY SALES AND ARTIFACTS 453220 5,672      
    c
    d
    e
    12 Subtotal. Add columns (b), (d), and (e).. 5,672 1,286,687 5,325
    13Total. Add line 12, columns (b), (d), and (e)..................
    131,297,684
    (See worksheet in line 13 instructions to verify calculations.)
    Part XVI-B
    Relationship of Activities to the Accomplishment of Exempt Purposes
    Line No.
    DownArrow
    Explain below how each activity for which income is reported in column (e) of Part XVI-A contributed importantly to
    the accomplishment of the foundation’s exempt purposes (other than by providing funds for such purposes). (See
    instructions.)
    11A ADMISSION INCOME FOR MUSEUM THAT WAS ESTABLISHED TO DISPLAY
    11B ARTIFACTS RELATED TO THE HISTORY AND DEVELOPMENT OF MODEL FLYING AIRCRAFT.
    Form 990-PF (2013)
    Form 990-PF (2013)
    Page 12
    Part XVII
    Information Regarding Transfers To and Transactions and Relationships With Noncharitable Exempt Organizations
    1
    Did the organization directly or indirectly engage in any of the following with any other organization described in section 501(c) of the Code (other than section 501(c)(3) organizations) or in section 527, relating to political
    Yes
    No
    organizations?
    a
    Transfers from the reporting foundation to a noncharitable exempt organization of:
    (1) Cash...................................
    1a(1)
     
    No
    (2) Other assets.................................
    1a(2)
     
    No
    b
    Other transactions:
    (1) Sales of assets to a noncharitable exempt organization....................
    1b(1)
     
    No
    (2) Purchases of assets from a noncharitable exempt organization..................
    1b(2)
     
    No
    (3) Rental of facilities, equipment, or other assets.......................
    1b(3)
     
    No
    (4) Reimbursement arrangements...........................
    1b(4)
     
    No
    (5) Loans or loan guarantees.............................
    1b(5)
     
    No
    (6) Performance of services or membership or fundraising solicitations................
    1b(6)
     
    No
    c
    Sharing of facilities, equipment, mailing lists, other assets, or paid employees..............
    1c
     
    No
    d
    If the answer to any of the above is "Yes," complete the following schedule. Column (b) should always show the fair market value
    of the goods, other assets, or services given by the reporting foundation. If the foundation received less than fair market value
    in any transaction or sharing arrangement, show in column (d) the value of the goods, other assets, or services received.
    (a) Line No. (b) Amount involved (c) Name of noncharitable exempt organization (d) Description of transfers, transactions, and sharing arrangements
    2a
    Is the foundation directly or indirectly affiliated with, or related to, one or more tax-exempt organizations
    described in section 501(c) of the Code (other than section 501(c)(3)) or in section 527?...........
    b
    If "Yes," complete the following schedule.
    (a) Name of organization (b) Type of organization (c) Description of relationship
    Sign Here
    Under penalties of perjury, I declare that I have examined this return, including accompanying schedules and statements, and to the best of my knowledge and belief, it is true, correct, and complete. Declaration of preparer (other than taxpayer or fiduciary) is based on all information of which preparer has any knowledge.
    Bullet Bullet
    May the IRS discuss this return
    with the preparer shown below
    (see instr.)?
    Signature of officer or trustee Date Title
    Paid Preparer Use Only Print/Type preparer's name Preparer's Signature Date PTIN
    Firm's namebullet



    Firm's addressbullet







    Firm's EINbullet
    Phone no.
    Form 990-PF (2013)
    Additional Data


    Software ID:  
    Software Version:  


    Form 990PF - Special Condition Description:
    Special Condition Description
    Schedule B
    (Form 990, 990-EZ,
    or 990-PF)
    Department of the Treasury
    Internal Revenue Service
    Schedule of Contributors
    Arrow Bullet Attach to Form 990, 990-EZ, or 990-PF.
    Arrow Bullet Information about Schedule B (Form 990, 990-EZ, or 990-PF) and its instructions is at www.irs.gov/form990.
    OMB No. 1545-0047
    2013
    Name of the organization
    THE STANZEL FAMILY FOUNDATION INC
     
    Employer identification number

    74-2579827
    Organization type (check one):
    Filers of:
    Section:
    Form 990 or 990-EZ





    Form 990-PF




    Check if your organization is covered by the General Rule or a Special Rule.  
    Note. Only a section 501(c)(7), (8), or (10) organization can check boxes for both the General Rule and a Special Rule. See instructions.
    General Rule
    Special Rules
    ......................... Arrow Bullet $  
    Caution. An organization that is not covered by the General Rule and/or the Special Rules does not file Schedule B (Form 990,
    990-EZ, or 990-PF), but it must answer “No” on Part IV, line 2, of its Form 990; or check the box on line H of its
    Form 990-EZ or on its Form 990PF, Part I, line 2, to certify that it does not meet the filing requirements of Schedule B (Form 990,
    990-EZ, or 990-PF).
    For Paperwork Reduction Act Notice, see the Instructions
    for Form 990, 990-EZ, or 990-PF.
    Cat. No. 30613XSchedule B (Form 990, 990-EZ, or 990-PF) (2013)

    Schedule B (Form 990, 990-EZ, or 990-PF) (2013)
    Page 2
    Name of organization
    THE STANZEL FAMILY FOUNDATION INC
     
    Employer identification number

    74-2579827
    Part I
    Contributors (see instructions). Use duplicate copies of Part I if additional space is needed.
    (a)
    No.
    (b)
    Name, address, and ZIP + 4
    (c)
    Total contributions
    (d)
    Type of contribution
    1
    SCHMIDT FAMILY FOUNDATION
     

       
    2925 PLAN BRIDGE RD
     
    SCHULENBURG, TX78956

    $9,498


    (Complete Part II for noncash contributions.)
    (a)
    No.
    (b)
    Name, address, and ZIP + 4
    (c)
    Total contributions
    (d)
    Type of contribution
    2
     
     

    VIRGINIA BIBEE  
    COUNTY RD 223
     
    WEIMAR, TX78962

    $5,000


    (Complete Part II for noncash contributions.)
    (a)
    No.
    (b)
    Name, address, and ZIP + 4
    (c)
    Total contributions
    (d)
    Type of contribution
    3
     
     

    RALPH AND LINDA SCHMIDT  
    3151 FM 1383
     
    WEIMAR, TX78962

    $5,675


    (Complete Part II for noncash contributions.)
    (a)
    No.
    (b)
    Name, address, and ZIP + 4
    (c)
    Total contributions
    (d)
    Type of contribution
     
     
     

       
     
     

    $  


    (Complete Part II for noncash contributions.)
    (a)
    No.
    (b)
    Name, address, and ZIP + 4
    (c)
    Total contributions
    (d)
    Type of contribution
     
     
     

       
     
     

    $  


    (Complete Part II for noncash contributions.)
    (a)
    No.
    (b)
    Name, address, and ZIP + 4
    (c)
    Total contributions
    (d)
    Type of contribution
     
     
     

       
     
     

    $  


    (Complete Part II for noncash contributions.)
    Schedule B (Form 990, 990-EZ, or 990-PF) (2013)

    Schedule B (Form 990, 990-EZ, or 990-PF) (2013)
    Page 3
    Name of organization
    THE STANZEL FAMILY FOUNDATION INC
     
    Employer identification number

    74-2579827
    Part II
    Noncash Property (see instructions). Use duplicate copies of Part II if additional space is needed.
    (a) No.
    from
    Part I
    (b)
    Description of noncash property given
    (c)
    FMV (or estimate)
    (see instructions)
    (d)
    Date received
     
    $    
    (a) No.
    from
    Part I
    (b)
    Description of noncash property given
    (c)
    FMV (or estimate)
    (see instructions)
    (d)
    Date received
     
    $    
    (a) No.
    from
    Part I
    (b)
    Description of noncash property given
    (c)
    FMV (or estimate)
    (see instructions)
    (d)
    Date received
     
    $    
    (a) No.
    from
    Part I
    (b)
    Description of noncash property given
    (c)
    FMV (or estimate)
    (see instructions)
    (d)
    Date received
     
    $    
    (a) No.
    from
    Part I
    (b)
    Description of noncash property given
    (c)
    FMV (or estimate)
    (see instructions)
    (d)
    Date received
     
    $    
    (a) No.
    from
    Part I
    (b)
    Description of noncash property given
    (c)
    FMV (or estimate)
    (see instructions)
    (d)
    Date received
     
    $    
    Schedule B (Form 990, 990-EZ, or 990-PF) (2013)

    Schedule B (Form 990, 990-EZ, or 990-PF) (2013)
    Page 4
    Name of organization
    THE STANZEL FAMILY FOUNDATION INC
     
    Employer identification number

    74-2579827
    Part III
    Exclusively religious, charitable, etc., individual contributions to section 501(c)(7), (8), or (10) organizations
    that total more than $1,000 for the year. Complete columns (a) through (e) and the following line entry.
    For organizations completing Part III, enter the total of exclusively religious, charitable, etc.,
    contributions of $1,000 or less for the year. (Enter this information once. See instructions.) Arrow Bullet$  

    Use duplicate copies of Part III if additional space is needed.
    (a) No.
    from
    Part I
    (b) Purpose of gift (c) Use of gift (d) Description of how gift is held
     
    (e) Transfer of gift
    Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
     
     
         
     
    (a) No.
    from
    Part I
    (b) Purpose of gift (c) Use of gift (d) Description of how gift is held
     
    (e) Transfer of gift
    Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
     
     
         
     
    (a) No.
    from
    Part I
    (b) Purpose of gift (c) Use of gift (d) Description of how gift is held
     
    (e) Transfer of gift
    Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
     
     
         
     
    (a) No.
    from
    Part I
    (b) Purpose of gift (c) Use of gift (d) Description of how gift is held
     
    (e) Transfer of gift
    Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
     
     
         
     
    Schedule B (Form 990, 990-EZ, or 990-PF) (2013)

    Additional Data


    Software ID:  
    Software Version:  

    TY 2013 AccountingFeesSchedule
    Name:
    THE STANZEL FAMILY FOUNDATION INC
    EIN: 74-2579827
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    ACCOUNTING FEES 21,296 10,371   3,120

    Note: To capture the full content of this document, please select landscape mode (11" x 8.5") when printing.

    TY 2013 DepreciationSchedule
    Name:
    THE STANZEL FAMILY FOUNDATION INC
    EIN: 74-2579827
    Description of Property Date Acquired Cost or Other Basis Prior Years' Depreciation Computation Method Rate /
    Life (# of years)
    Current Year's Depreciation Expense Net Investment Income Adjusted Net Income Cost of Goods Sold Not Included
    ANCESTRAL HOME FURNISHINGS 1999-04-01 12,795   L   0 0    
    ANCESTRAL HOME FURNISHINGS 1999-04-01 3,133   L   0 0    
    FOUNDATION BUILDING 1999-04-01 575,760 210,980 SL 39.000000000000 14,762 0    
    PICKET FENCE 1999-04-01 1,331 1,331 200DB 10.000000000000 0 0    
    LANDSCAPING 1999-04-01 18,179 18,179 200DB 10.000000000000 0 0    
    EXTERIOR LIGHTING 1999-06-10 904 904 200DB 7.000000000000 0 0    
    WINDOW BLINDS 1999-04-01 4,924 4,924 200DB 7.000000000000 0 0    
    TELEPHONES AND FAX 1999-04-01 959 959 200DB 7.000000000000 0 0    
    FURNITURE 1999-04-01 8,984 8,984 200DB 7.000000000000 0 0    
    VACUUM CLEANER 1999-04-01 100 100 200DB 7.000000000000 0 0    
    COMPUTER 1999-04-01 2,192 2,192 200DB 5.000000000000 0 0    
    PRINTER 1999-04-01 864 864 200DB 5.000000000000 0 0    
    SIGN 1999-04-01 96 96 200DB 7.000000000000 0 0    
    GUEST CHAIR 1999-04-01 269 269 200DB 7.000000000000 0 0    
    ROPE - STATUES 1999-04-01 620 620 200DB 7.000000000000 0 0    
    MUSEUM EXHIBITS (SOUTHWEST MUSEUM SVC) 1999-04-01 208,202   L   0 0    
    BIPLANE - EXTERIOR DISPLAY 1999-04-01 46,000 46,000 200DB 7.000000000000 0 0    
    P A SYSTEM 1999-04-01 50 50 200DB 7.000000000000 0 0    
    CASH REGISTER 1999-04-01 241 241 200DB 7.000000000000 0 0    
    LIGHTING 1999-04-01 1,510 1,510 200DB 7.000000000000 0 0    
    IRRIGATION SYSTEM 1999-04-01 5,205 5,205 200DB 10.000000000000 0 0    
    SIDEWALKS 1999-04-01 4,635 4,635 200DB 10.000000000000 0 0    
    RENOVATION OF ANCESTRAL HOME 1999-04-01 36,168 13,249 SL 39.000000000000 927 0    
    SOLAR FILM APPLICATION 1999-09-15 1,100 389 SL 39.000000000000 28 0    
    VARIOUS FURNITURE 1999-08-11 1,431 1,431 200DB 7.000000000000 0 0    
    LANDSCAPING 2000-06-04 3,549 3,549 200DB 10.000000000000 0 0    
    PEDESTAL 2000-04-20 1,800 1,800 200DB 7.000000000000 0 0    
    LABEL MACHINE 2000-12-01 262 262 200DB 7.000000000000 0 0    
    COMPUTER 2001-04-27 2,834 2,834 200DB 5.000000000000 0 0    
    LANDSCAPING 2001-04-10 4,849 4,849 200DB 10.000000000000 0 0    
    MUSEUM SIGN 2001-04-04 8,888 8,888 200DB 7.000000000000 0 0    
    DOCUMENT ENCAPSULATION 2001-05-31 723   L   0 0    
    EASEL 2001-08-08 410 410 200DB 7.000000000000 0 0    
    DIGITAL CAMERA 2001-08-09 398 398 200DB 5.000000000000 0 0    
    DVD EQUIPMENT & SOFTWARE - MUSEUM EXHIBITS 2002-05-01 3,675 3,675 200DB 5.000000000000 0 0    
    DIGITAL COPIER 2002-06-19 7,291 7,291 200DB 5.000000000000 0 0    
    OFFICE CHAIRS 2002-07-02 173 173 200DB 7.000000000000 0 0    
    TV/VCR COMBO 2002-07-02 130 130 200DB 7.000000000000 0 0    
    STACKING CHAIRS 2002-07-02 87 87 200DB 7.000000000000 0 0    
    ANCESTRAL HOME FURNISHINGS - CABINET 2002-12-31 800 800 200DB 7.000000000000 0 0    
    ANCESTRAL HOME FURNISHINGS - CABINET 2002-12-31 282 282 200DB 7.000000000000 0 0    
    ANCESTRAL HOME FURNISHINGS - FLAGPOLE, LIGHTS, TIMER 2003-04-30 3,555 3,555 200DB 7.000000000000 0 0    
    ANCESTRAL HOME FURNISHINGS 2003-07-31 128 128 200DB 7.000000000000 0 0    
    COMPUTER - PAT 2002-08-31 2,180 2,180 200DB 5.000000000000 0 0    
    BUTTON MACHINE - PAT 2003-05-31 280 280 200DB 5.000000000000 0 0    
    CHAIRS - PAT 2003-07-31 200 200 200DB 7.000000000000 0 0    
    COMPUTER 2002-10-31 898 898 200DB 5.000000000000 0 0    
    SCREEN & PROJECTOR 2003-03-31 2,422 2,422 200DB 7.000000000000 0 0    
    COPIER PRINTER KIT 2002-12-31 529 529 200DB 5.000000000000 0 0    
    TELEPHONE SYSTEM 2002-08-31 2,940 2,940 200DB 7.000000000000 0 0    
    FRAMED PRINTS - MUSEUM 2003-11-06 311 311 200DB 7.000000000000 0 0    
    MODEL RESTORATION - MUSEUM 2003-08-31 2,007 2,007 200DB 7.000000000000 0 0    
    WINDOWS XP SOFTWARE - MUSEUM 2003-11-06 67 67 200DB 3.000000000000 0 0    
    ANTI-VIRUS SOFTWARE - MUSEUM 2003-11-06 38 38 200DB 3.000000000000 0 0    
    WINDOWS XP SOFTWARE - PAT 2003-11-06 145 145 200DB 3.000000000000 0 0    
    ANTI-VIRUS SOFTWARE - PAT 2003-11-06 38 38 200DB 3.000000000000 0 0    
    WINDOWS XP SOFTWARE - ADMIN 2003-11-06 67 67 200DB 3.000000000000 0 0    
    MAS90 ACCOUNTING SOFTWARE 2003-10-31 9,238 9,238 200DB 3.000000000000 0 0    
    COMPUTER (ADMIN) 2003-09-30 860 860 200DB 5.000000000000 0 0    
    DESK & COMPUTER TABLE - PAT (JS) 2003-08-31 175 175 200DB 7.000000000000 0 0    
    COMPUTER AND WIRES - PAT 2003-08-31 987 987 200DB 5.000000000000 0 0    
    FURNITURE (JS) - PAT 2003-08-31 43 43 200DB 7.000000000000 0 0    
    FURNITURE (NC) - PAT 2003-10-31 290 290 200DB 7.000000000000 0 0    
    BOOKCASE (NC) - PAT 2004-01-06 22 22 200DB 7.000000000000 0 0    
    DATABASE - PAT 2003-11-06 200 200 200DB 3.000000000000 0 0    
    TV/VCR COMBO - MUSEUM 2003-08-31 85 85 200DB 7.000000000000 0 0    
    PRESENTATION VCR - MUSEUM 2003-08-31 40 40 200DB 7.000000000000 0 0    
    SIGN - PAT 2003-08-31 120 120 200DB 7.000000000000 0 0    
    TV/VCR COMBO - ADMIN 2003-08-31 85 85 200DB 7.000000000000 0 0    
    PRESENTATION VCR - ADMIN & HC 2003-08-31 80 80 200DB 7.000000000000 0 0    
    FLASH DRIVE - HC 2003-09-30 155 155 200DB 5.000000000000 0 0    
    PRESENTATION VCR 2003-08-31 40 40 200DB 7.000000000000 0 0    
    ANTI-VIRUS SOFTWARE - ADMIN 2003-11-06 36 36 200DB 3.000000000000 0 0    
    FACTORY MUSEUM - LAND & SITE WORK 2005-07-31 100,940 100,940 L 39.000000000000 0 0    
    FACTORY MUSEUM - BUILDING 2005-07-31 375,034 375,034 SL 39.000000000000 0 0    
    FACTORY MUSEUM - EXHIBITS 2005-07-31 376,095 376,095 200DB 7.000000000000 0 0    
    VACUUM CLEANER - MUSEUM 2005-04-19 432 432 200DB 7.000000000000 0 0    
    COMPUTER - PAT 2004-08-09 1,292 1,292 200DB 5.000000000000 0 0    
    DESK AND CHAIR SET - PAT (K) 2004-09-07 71 71 200DB 7.000000000000 0 0    
    PRINTER - PAT (J) 2004-09-07 89 89 200DB 5.000000000000 0 0    
    PRINTER - PAT (S) 2004-09-07 40 40 200DB 5.000000000000 0 0    
    DESK - PAT (S) 2004-09-07 101 101 200DB 7.000000000000 0 0    
    CHAIR - PAT (S) 2004-10-05 158 158 200DB 7.000000000000 0 0    
    CHAIR - PAT (K) 2004-10-05 50 50 200DB 5.000000000000 0 0    
    PRINTER - PAT (K) 2004-09-07 40 40 200DB 5.000000000000 0 0    
    7" DVD PLAYER (S) 2004-11-02 210 210 200DB 5.000000000000 0 0    
    BLACK SHELVING 2004-11-09 93 93 200DB 7.000000000000 0 0    
    FACTORY MUSEUM LANDSCAPING 2005-07-31 4,869 4,869 150DB 15.000000000000 0 0    
    HCI SCALE 2005-10-13 360 360 200DB 7.000000000000 0 0    
    NORTON ANTI-VIRUS (HCI) 2006-01-31 57 57 200DB 3.000000000000 0 0    
    HCI COPIER HP 7310 2006-06-13 369 369 200DB 5.000000000000 0 0    
    DRY SINK (ANCESTRAL HOME) 2005-09-20 788 788 200DB 7.000000000000 0 0    
    BOOKCASE (MUSEUM) 2005-08-16 70 70 200DB 7.000000000000 0 0    
    FILE CABINET 2005-08-16 119 119 200DB 7.000000000000 0 0    
    NORTON (MUSEUM) 2006-06-06 40 40 200DB 3.000000000000 0 0    
    FRAMES FOR MUSUEM EXHIBITS 2005-10-13 433 433 200DB 7.000000000000 0 0    
    STANZEL FAMILY TREE EXHIBIT 2005-10-13 3,800 3,800 200DB 7.000000000000 0 0    
    TX HIGHWAY PLAQUE 2005-10-18 198 198 200DB 7.000000000000 0 0    
    MUSEUM ARCHIVES 2006-01-17 134 134 200DB 7.000000000000 0 0    
    TEMPORARY WHEELCHAIR RAMP - FACTORY MUSEUM ACCESS 2005-10-13 404 404 200DB 7.000000000000 0 0    
    COMPUTER - PAT 2005-08-30 702 702 200DB 5.000000000000 0 0    
    PAT SOFTWARE LICENSE 2005-09-08 400 400 200DB 3.000000000000 0 0    
    2 SMALL SHELVES (PAT) 2005-09-13 22 22 200DB 7.000000000000 0 0    
    CORDLESS PHONE 2005-10-13 25 25 200DB 7.000000000000 0 0    
    NORTON (3) (PAT) 2006-01-10 190 190 200DB 3.000000000000 0 0    
    BINDING MACHINE (PAT) 2006-05-31 119 119 200DB 7.000000000000 0 0    
    LAMINATING MACHINE (PAT) 2006-06-13 400 400 200DB 7.000000000000 0 0    
    FILE CABINET - OFFICE 2006-02-28 90 90 200DB 7.000000000000 0 0    
    NORTON - OFFICE 2006-06-06 40 40 200DB 3.000000000000 0 0    
    COMPUTER - CYNDY 2006-07-31 2,336 2,336 200DB 5.000000000000 0 0    
    PICTURE FRAMES 2007-05-08 320 320 200DB 7.000000000000 0 0    
    4 X 5 US FLAG 2007-01-30 34 34 200DB 7.000000000000 0 0    
    4 X 6 TEXAS FLAG 2007-01-30 32 32 200DB 7.000000000000 0 0    
    VOICE RECORDER 2007-05-15 44 44 200DB 5.000000000000 0 0    
    BANK SERVICE & CAMERA COLOR DOME 2007-07-24 294 294 200DB 7.000000000000 0 0    
    SUPER V SHARK KIT 2007-07-24 125 125 200DB 7.000000000000 0 0    
    HP PRINTER 2006-08-08 79 79 200DB 5.000000000000 0 0    
    2 LARGE TABLES(PAT) 2006-09-05 86 86 200DB 7.000000000000 0 0    
    2DR FILE CABINET (PAT) 2006-09-05 29 29 200DB 7.000000000000 0 0    
    COMPUTER DESK (PAT) 2006-10-10 89 89 200DB 7.000000000000 0 0    
    DVD KIT (PAT) 2006-10-10 20 20 200DB 5.000000000000 0 0    
    PORTABLE DVD (PAT) 2006-10-10 79 79 200DB 5.000000000000 0 0    
    4 DR VERTICAL FILE CABINET (PAT) 2006-11-07 160 160 200DB 7.000000000000 0 0    
    PRINTER CABLE (PAT) 2006-11-28 14 14 200DB 5.000000000000 0 0    
    PRINTER (PAT) 2006-12-05 89 89 200DB 5.000000000000 0 0    
    2 4DR FILE CABINETS 2007-03-13 343 343 200DB 7.000000000000 0 0    
    CASSETTE RECORDER 2007-09-11 35 35 200DB 5.000000000000 0 0    
    3X5 US FLAGS 2008-04-01 184 184 200DB 7.000000000000 0 0    
    US FLAG 2008-04-01 34 34 200DB 7.000000000000 0 0    
    4 X6 TEXAS FLAG 2008-04-01 32 32 200DB 7.000000000000 0 0    
    COMPUTER -NETTIE (PAT) 2008-04-08 798 798 200DB 5.000000000000 0 0    
    LASERJET PRINTER 2008-04-08 327 327 200DB 5.000000000000 0 0    
    TRU-LADDER 2008-04-01 50 50 200DB 7.000000000000 0 0    
    FOUNDATION LAND 1994-10-25 32,667   L   0 0    
    DELL COMPUTER 2008-10-07 1,059 1,059 200DB 5.000000000000 0 0    
    4X6 FLAG 2009-02-10 34 34 200DB 7.000000000000 0 0    
    4X6 FLAG 2009-02-10 32 32 200DB 7.000000000000 0 0    
    DELL LAPTOP COMPUTER 2008-08-05 901 901 200DB 5.000000000000 0 0    
    REFRIGERATOR 2009-07-07 470 470 200DB 5.000000000000 0 0    
    US FLAG 4 X 6 2009-12-22 37 37 200DB 7.000000000000 0 0    
    TEXAS FLAG 4 X 6 2009-12-22 35 35 200DB 7.000000000000 0 0    
    SHREDDER 2010-05-11 400 400 200DB 7.000000000000 0 0    
    LANDSCAPING - FACTORY BUILDING 2010-12-21 3,745 3,745 150DB 15.000000000000 0 0    
    4X6 US FLAG 2010-12-21 37 37 200DB 7.000000000000 0 0    
    4X6 TEXAS FLAG 2010-12-21 35 35 200DB 7.000000000000 0 0    
    HONEYWALL HD3C - COLORDOME - MUSEUM 2011-01-11 300 300 200DB 7.000000000000 0 0    
    FILE SERVER AND INSTALLATION 2012-01-31 5,961 5,961 200DB 5.000000000000 0 0    
    TOSHIBA DIGITAL COLOR PRINTER 2013-04-01 7,629 7,629 200DB 7.000000000000 0 0    
    LANDSCAPING - FACTORY BUILDING 2012-11-13 2,317 2,317 150DB 15.000000000000 0 0    
    FACTORY MUSEUM BUILDING - ADDITION 2012-12-04 58,997 58,997 SL 39.000000000000 0 0    
    MUSEUM - 5 DRAWER GRAY FILE 2012-10-09 799 799 200DB 7.000000000000 0 0    
    MUSEUM - 5 DRAWER GRAY FILE 2012-10-09 799 799 200DB 7.000000000000 0 0    
    MUSEUM EXHIBITS (SOUTHWEST MUSEUM SVC) - BIPLANE RENOVATIONS 2013-07-09 27,300 27,300 200DB 7.000000000000 0 0    
    SHELVING - PAT PROGRAM 2012-08-07 107 107 200DB 7.000000000000 0 0    
    HCI - LAPTOP AND MOUSE 2013-10-08 1,120   200DB 5.000000000000 1,120 0    
    ANCESTRAL HOME ROOF 2013-12-03 5,500   SL 39.000000000000 5,500 0    
    DELL OPTIPLEX COMPUTER 2014-05-13 613   200DB 5.000000000000 613 0    
    MUSEUM - BIPLANE 2013-09-24 14,675   200DB 7.000000000000 14,675 0    
    MUSEUM - EXHIBIT UPGRADE 2013-12-03 10,048   200DB 7.000000000000 10,048 0    
    SIGN PANELS, ETC 2014-02-04 5,300   200DB 7.000000000000 5,300 0    
    PAT - COPIER 2013-09-10 5,841   200DB 7.000000000000 5,841 0    
    PAT - LAPTOP AND MOUSE 2013-10-08 1,120   200DB 5.000000000000 1,120 0    
    PAT - OFFICE PHONE 2013-10-08 76   200DB 7.000000000000 76 0    
    PAT - DELL COMPUTER 2014-05-13 595   200DB 5.000000000000 595 0    
    PAT - DELL COMPUTER 2014-05-13 595   200DB 5.000000000000 595 0    
    PAT - DELL COMPUTER 2014-05-13 595   200DB 5.000000000000 595 0    
    PAT - DELL COMPUTER 2014-05-13 596   200DB 5.000000000000 596 0    
    ARTWORK - BOARD ROOM 2014-02-11 193   200DB 7.000000000000 193 0    
    DELL OPTIPLEX COMPUTER 2014-05-13 262   200DB 5.000000000000 262 0    

    TY 2013 InvestmentsOtherSchedule2
    Name:
    THE STANZEL FAMILY FOUNDATION INC
    EIN: 74-2579827
    Category/ Item Listed at Cost or FMV Book Value End of Year Fair Market Value
    VARIOUS STOCKS AND BONDS AT COST 12,421,766 17,767,833

    TY 2013 LandEtcSchedule2
    Name:
    THE STANZEL FAMILY FOUNDATION INC
    EIN: 74-2579827
    Category / Item Cost / Other Basis Accumulated Depreciation Book Value End of Year Fair Market Value
    ANCESTRAL HOME FURNISHINGS 12,795 0 12,795  
    ANCESTRAL HOME FURNISHINGS 3,133 0 3,133  
    FOUNDATION BUILDING 575,760 225,742 350,018  
    PICKET FENCE 1,331 1,331 0  
    LANDSCAPING 18,179 18,179 0  
    EXTERIOR LIGHTING 904 904 0  
    WINDOW BLINDS 4,924 4,924 0  
    TELEPHONES AND FAX 959 959 0  
    FURNITURE 8,984 8,984 0  
    VACUUM CLEANER 100 100 0  
    COMPUTER 2,192 2,192 0  
    PRINTER 864 864 0  
    SIGN 96 96 0  
    GUEST CHAIR 269 269 0  
    ROPE - STATUES 620 620 0  
    MUSEUM EXHIBITS (SOUTHWEST MUSEUM SVC) 208,202 0 208,202  
    BIPLANE - EXTERIOR DISPLAY 46,000 46,000 0  
    P A SYSTEM 50 50 0  
    CASH REGISTER 241 241 0  
    LIGHTING 1,510 1,510 0  
    IRRIGATION SYSTEM 5,205 5,205 0  
    SIDEWALKS 4,635 4,635 0  
    RENOVATION OF ANCESTRAL HOME 36,168 14,176 21,992  
    SOLAR FILM APPLICATION 1,100 417 683  
    VARIOUS FURNITURE 1,431 1,431 0  
    LANDSCAPING 3,549 3,549 0  
    PEDESTAL 1,800 1,800 0  
    PAST PERFECT SOFTWARE 500 500 0  
    LABEL MACHINE 262 262 0  
    COMPUTER 2,834 2,834 0  
    LANDSCAPING 4,849 4,849 0  
    MUSEUM SIGN 8,888 8,888 0  
    DOCUMENT ENCAPSULATION 723 0 723  
    EASEL 410 410 0  
    DIGITAL CAMERA 398 398 0  
    DVD EQUIPMENT & SOFTWARE - MUSEUM EXHIBITS 3,675 3,675 0  
    DIGITAL COPIER 7,291 7,291 0  
    OFFICE CHAIRS 173 173 0  
    TV/VCR COMBO 130 130 0  
    STACKING CHAIRS 87 87 0  
    SCHOLARSHIP SOFTWARE 7,562 7,562 0  
    ANCESTRAL HOME FURNISHINGS - CABINET 800 800 0  
    ANCESTRAL HOME FURNISHINGS - CABINET 282 282 0  
    ANCESTRAL HOME FURNISHINGS - FLAGPOLE, LIGHTS, TIMER 3,555 3,555 0  
    ANCESTRAL HOME FURNISHINGS 128 128 0  
    COMPUTER - PAT 2,180 2,180 0  
    BUTTON MACHINE - PAT 280 280 0  
    CHAIRS - PAT 200 200 0  
    COMPUTER 898 898 0  
    SCREEN & PROJECTOR 2,422 2,422 0  
    COPIER PRINTER KIT 529 529 0  
    TELEPHONE SYSTEM 2,940 2,940 0  
    FRAMED PRINTS - MUSEUM 311 311 0  
    MODEL RESTORATION - MUSEUM 2,007 2,007 0  
    WINDOWS XP SOFTWARE - MUSEUM 67 67 0  
    ANTI-VIRUS SOFTWARE - MUSEUM 38 38 0  
    WINDOWS XP SOFTWARE - PAT 145 145 0  
    ANTI-VIRUS SOFTWARE - PAT 38 38 0  
    WINDOWS XP SOFTWARE - ADMIN 67 67 0  
    MAS90 ACCOUNTING SOFTWARE 9,238 9,238 0  
    COMPUTER (ADMIN) 860 860 0  
    DESK & COMPUTER TABLE - PAT (JS) 175 175 0  
    COMPUTER AND WIRES - PAT 987 987 0  
    FURNITURE (JS) - PAT 43 43 0  
    FURNITURE (NC) - PAT 290 290 0  
    BOOKCASE (NC) - PAT 22 22 0  
    DATABASE - PAT 200 200 0  
    TV/VCR COMBO - MUSEUM 85 85 0  
    PRESENTATION VCR - MUSEUM 40 40 0  
    SIGN - PAT 120 120 0  
    TV/VCR COMBO - ADMIN 85 85 0  
    PRESENTATION VCR - ADMIN & HC 80 80 0  
    FLASH DRIVE - HC 155 155 0  
    PRESENTATION VCR 40 40 0  
    ANTI-VIRUS SOFTWARE - ADMIN 36 36 0  
    FACTORY MUSEUM - LAND & SITE WORK 100,940 100,940 0  
    FACTORY MUSEUM - BUILDING 375,034 375,034 0  
    FACTORY MUSEUM - EXHIBITS 376,095 376,095 0  
    VACUUM CLEANER - MUSEUM 432 432 0  
    COMPUTER - PAT 1,292 1,292 0  
    DESK AND CHAIR SET - PAT (K) 71 71 0  
    PRINTER - PAT (J) 89 89 0  
    PRINTER - PAT (S) 40 40 0  
    DESK - PAT (S) 101 101 0  
    MICROSOFT OFFICE SOFTWARE - PAT (S) 65 65 0  
    MICROSOFT OFFICE SOFTWARE - PAT (K) 65 65 0  
    CHAIR - PAT (S) 158 158 0  
    CHAIR - PAT (K) 50 50 0  
    PRINTER - PAT (K) 40 40 0  
    7" DVD PLAYER (S) 210 210 0  
    BLACK SHELVING 93 93 0  
    FACTORY MUSEUM LANDSCAPING 4,869 4,869 0  
    HCI SCALE 360 360 0  
    NORTON ANTI-VIRUS (HCI) 57 57 0  
    HCI COPIER HP 7310 369 369 0  
    DRY SINK (ANCESTRAL HOME) 788 788 0  
    BOOKCASE (MUSEUM) 70 70 0  
    FILE CABINET 119 119 0  
    NORTON (MUSEUM) 40 40 0  
    FRAMES FOR MUSUEM EXHIBITS 433 433 0  
    STANZEL FAMILY TREE EXHIBIT 3,800 3,800 0  
    TX HIGHWAY PLAQUE 198 198 0  
    MUSEUM ARCHIVES 134 134 0  
    TEMPORARY WHEELCHAIR RAMP - FACTORY MUSEUM ACCESS 404 404 0  
    COMPUTER - PAT 702 702 0  
    PAT SOFTWARE LICENSE 400 400 0  
    2 SMALL SHELVES (PAT) 22 22 0  
    CORDLESS PHONE 25 25 0  
    NORTON (3) (PAT) 190 190 0  
    BINDING MACHINE (PAT) 119 119 0  
    LAMINATING MACHINE (PAT) 400 400 0  
    FILE CABINET - OFFICE 90 90 0  
    NORTON - OFFICE 40 40 0  
    COMPUTER - CYNDY 2,336 2,336 0  
    PICTURE FRAMES 320 320 0  
    4 X 5 US FLAG 34 34 0  
    4 X 6 TEXAS FLAG 32 32 0  
    VOICE RECORDER 44 44 0  
    BANK SERVICE & CAMERA COLOR DOME 294 294 0  
    SUPER V SHARK KIT 125 125 0  
    HP PRINTER 79 79 0  
    2 LARGE TABLES(PAT) 86 86 0  
    2DR FILE CABINET (PAT) 29 29 0  
    COMPUTER DESK (PAT) 89 89 0  
    DVD KIT (PAT) 20 20 0  
    PORTABLE DVD (PAT) 79 79 0  
    4 DR VERTICAL FILE CABINET (PAT) 160 160 0  
    PRINTER CABLE (PAT) 14 14 0  
    PRINTER (PAT) 89 89 0  
    2 4DR FILE CABINETS 343 343 0  
    CASSETTE RECORDER 35 35 0  
    3X5 US FLAGS 184 184 0  
    US FLAG 34 34 0  
    4 X6 TEXAS FLAG 32 32 0  
    COMPUTER -NETTIE (PAT) 798 798 0  
    LASERJET PRINTER 327 327 0  
    TRU-LADDER 50 50 0  
    FOUNDATION LAND 32,667 0 32,667  
    DELL COMPUTER 1,059 1,059 0  
    4X6 FLAG 34 34 0  
    4X6 FLAG 32 32 0  
    DELL LAPTOP COMPUTER 901 901 0  
    REFRIGERATOR 470 470 0  
    US FLAG 4 X 6 37 37 0  
    TEXAS FLAG 4 X 6 35 35 0  
    SHREDDER 400 400 0  
    LANDSCAPING - FACTORY BUILDING 3,745 3,745 0  
    4X6 US FLAG 37 37 0  
    4X6 TEXAS FLAG 35 35 0  
    HONEYWALL HD3C - COLORDOME - MUSEUM 300 300 0  
    FILE SERVER AND INSTALLATION 5,961 5,961 0  
    TOSHIBA DIGITAL COLOR PRINTER 7,629 7,629 0  
    LANDSCAPING - FACTORY BUILDING 2,317 2,317 0  
    FACTORY MUSEUM BUILDING - ADDITION 58,997 58,997 0  
    MUSEUM - 5 DRAWER GRAY FILE 799 799 0  
    MUSEUM - 5 DRAWER GRAY FILE 799 799 0  
    MUSEUM EXHIBITS (SOUTHWEST MUSEUM SVC) - BIPLANE RENOVATIONS 27,300 27,300 0  
    SHELVING - PAT PROGRAM 107 107 0  
    HCI - LAPTOP AND MOUSE 1,120 1,120 0  
    ANCESTRAL HOME ROOF 5,500 5,500 0  
    DELL OPTIPLEX COMPUTER 613 613 0  
    MUSEUM - BIPLANE 14,675 14,675 0  
    MUSEUM - EXHIBIT UPGRADE 10,048 10,048 0  
    SIGN PANELS, ETC 5,300 5,300 0  
    PAT - COPIER 5,841 5,841 0  
    PAT - LAPTOP AND MOUSE 1,120 1,120 0  
    PAT - OFFICE PHONE 76 76 0  
    PAT - DELL COMPUTER 595 595 0  
    PAT - DELL COMPUTER 595 595 0  
    PAT - DELL COMPUTER 595 595 0  
    PAT - DELL COMPUTER 596 596 0  
    ARTWORK - BOARD ROOM 193 193 0  
    DELL OPTIPLEX COMPUTER 262 262 0  


    TY 2013 OtherDecreasesSchedule
    Name:
    THE STANZEL FAMILY FOUNDATION INC
    EIN: 74-2579827
    Description Amount
    NET INCREASE IN GRANTS PAYABLE 116,862


    TY 2013 OtherExpensesSchedule
    Name:
    THE STANZEL FAMILY FOUNDATION INC
    EIN: 74-2579827
    Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    MAINTENANCE EXPENSE - MUSEUM & FOUNDATION BUILDING 8,577 60   8,111
    MISCELLANEOUS 3,577 0   3,570
    INSURANCE - D & O 1,795 0   0
    POSTAGE 792 0   552
    TELEPHONE 4,386 0   4,210
    PROMOTIONAL EXPENSES 3,568 0   3,568
    BUSINESS MEALS & MEETING REFRESHMENTS 5,737 2   2,845
    INTERNET EXPENSE 1,521 0   1,445
    OFFICE SUPPLIES 2,030 0   1,842
    GROUNDS CARE 11,915 50   11,466
    MEMBERSHIP DUES 2,955 0   1,230
    UTILITIES 20,465 93   19,633
    CLEANING SERVICE - MUSEUM & OTHER FACILITIES 4,911 25   4,690
    SEMINARS AND TRAINING 2,559 0   2,140
    PARENTS AS TEACHERS VOLUNTEER APPREC TOKENS 75 0   75
    PARENTS AS TEACHERS EDUCATIONAL SUPPLY EXPENSES 262 0   262
    WORKERS COMP INSURANCE 2,756 0   2,710
    SCHOLARSHIP TECHNICAL SUPPORT 724 0   724
    MAINTENANCE & REPAIRS - EQUIPMENT 3,933 0   3,853
    PROGRAM OPERATIONAL SUPPLIES 864 0   864
    LESS DEPRECIATION ADJ FOR NEW ASSETS PURCHASED FOR CHARITABLE USE -46,674 0   0
    INSURANCE - PROPERTY & LIABILITY 5,504 11   5,266
    HEALTHY COMMUNITY INITIATIVE COMPUTER 1,120 0   1,120
    HEALTHY COMMUNITY INITIATIVE PROGRAM SUPPLIES 239 0   239
    SOFTWARE UPDATES 5,319 0   5,012
    FUND RAISING EXPENSE 14,266 0   0
    PAT PROGRAM CERTIFICATIONS -17 0   -17
    MUSEUM EXHIBIT - BIPLANE 14,675 0   14,675
    MUSEUM EXHIBIT UPGRADES 10,048 0   10,048
    MUSEUM SIGNAGE, ETC 5,300 0   5,300
    PAT COPIER 5,841 0   5,841
    PAT COMPUTERS 3,501 0   3,501
    PAT TELEPHONE 76 0   76
    MUSEUM COMPUTER 613 0   613
    ANCESTRAL HOME ROOF 5,500 0   5,500


    TY 2013 OtherIncomeSchedule2
    Name:
    THE STANZEL FAMILY FOUNDATION INC
    EIN: 74-2579827
    Description Revenue And Expenses Per Books Net Investment Income Adjusted Net Income
    MUSEUM ADMISSION INCOME 4,824   4,824
    TOY SALES AND ARTIFACTS 5,672   5,672
    GROSS INCOME FROM SPECIAL FUNDRAISING EVENTS 14,266   14,266


    TY 2013 OtherLiabilitiesSchedule
    Name:
    THE STANZEL FAMILY FOUNDATION INC
    EIN: 74-2579827
    Description Beginning of Year - Book Value End of Year - Book Value
    TEXAS SALES TAX PAYABLE 226 327


    TY 2013 OtherProfessionalFeesSchedule
    Name:
    THE STANZEL FAMILY FOUNDATION INC
    EIN: 74-2579827
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    INVESTMENT SERVICE FEES 172,057 172,057   0
    BI-LINGUAL INTERPRETERS 5,300 0   5,300
    HEALTHY COMMUNITY INITIATIVE CONSULTANTS 6,480 0   6,480


    TY 2013 SubstantialContributorsSch
    Name:
    THE STANZEL FAMILY FOUNDATION INC
    EIN: 74-2579827
    Name Address
    THE SCHMIDT FAMILY FOUNDATION
     
    2925 PLAN BRIDGE RD
    SCHULENBURG,TX78956
    VIRGINIA BIBEE COUNTY RD 223
    WEIMAR,TX78962
    LINDA AND RALPH SCHMIDT 3151 FM 1383
    WEIMAR,TX78962


    TY 2013 TaxesSchedule
    Name:
    THE STANZEL FAMILY FOUNDATION INC
    EIN: 74-2579827
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    PAYROLL TAXES 24,206 0   23,750
    FOREIGN TAX WITHHELD ON DIVIDEND INCOME 3,516 3,516   0
    EXCISE TAX 46,000 0   0
    INCOME TAX - FORM 990-T 0 0   0