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.
bulletInformation about Form 990-PF and its instructions is at www.irs.gov/form990pf.
OMB No. 1545-0052
2014
Open to Public Inspection
For calendar year 2014, or tax year beginning 2014, and ending , 20
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$17,687,641J 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).............. 14,683
2 Check bullet
Sch. B ...............
3 Interest on savings and temporary cash investments      
4 Dividends and interest from securities...... 364,177 364,165  
5a Gross rents..............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 546,177
b Gross sales price for all assets on line 6a 5,577,489
7 Capital gain net income (from Part IV, line 2)... 546,177
8 Net short-term capital gain.........  
9 Income modifications...........  
10a Gross sales less returns and allowances 214
b Less: Cost of goods sold.... 127
c Gross profit or (loss) (attach schedule)..... 87  
11 Other income (attach schedule)....... Click to see attachment 74,492 0  
12 Total. Add lines 1 through 11........ 999,616 910,342  
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 0 0   0
14 Other employee salaries and wages...... 326,387 0   320,401
15 Pension plans, employee benefits.......        
16a Legal fees (attach schedule)......... Click to see attachment 1,215 0   0
b Accounting fees (attach schedule)....... Click to see attachment 21,292 13,092   2,875
c Other professional fees (attach schedule).... Click to see attachment 176,310 171,620   4,690
17 Interest...............        
18 Taxes (attach schedule) (see instructions)... Click to see attachment 47,220 3,912   25,022
19 Depreciation (attach schedule) and depletion... Click to see attachment 16,385 0  
20 Occupancy..............        
21 Travel, conferences, and meetings....... 20,141 0   15,907
22 Printing and publications.......... 1,068 0   920
23 Other expenses (attach schedule)....... Click to see attachment 122,516 249   96,513
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 732,534 188,873   466,328
25 Contributions, gifts, grants paid........ 365,374 365,374
26 Total expenses and disbursements. Add lines 24 and 25 1,097,908 188,873   831,702
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements -98,292
b Net investment income (if negative, enter -0-) 721,469
c Adjusted net income (if negative, enter -0-)...  
For Paperwork Reduction Act Notice, see instructions.
Cat. No. 11289X Form 990-PF (2014)
Form 990-PF (2014)
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............... 359,227 293,056 293,056
2 Savings and temporary cash investments.......... 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............... 1,403 1,074 1,074
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)........... 12,421,766 Click to see attachment12,405,543 16,779,015
14 Land, buildings, and equipment: basis bullet2,073,621
Less: accumulated depreciation (attach schedule) bullet1,459,125 630,213 Click to see attachment614,496 614,496
15 Other assets (describe bullet)      
16 Total assets (to be completed by all filers—see the
instructions. Also, see page 1, item I) 13,412,612 13,314,169 17,687,641
Liabilities 17 Accounts payable and accrued expenses..........    
18 Grants payable.................. 360,899 341,552
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 attachment327 Click to see attachment176
23 Total liabilities (add lines 17 through 22).......... 361,226 341,728
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......... 13,051,386 12,972,441
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 instructions)...... 13,051,386 12,972,441
31 Total liabilities and net assets/fund balances (see instructions).. 13,412,612 13,314,169
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 13,051,386
2 Enter amount from Part I, line 27a..................... 2 -98,292
3 Other increases not included in line 2 (itemize) bulletClick to see attachment 3 19,347
4 Add lines 1, 2, and 3.......................... 4 12,972,441
5 Decreases not included in line 2 (itemize) bullet 5 0
6 Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 30. 6 12,972,441
Form 990-PF (2014)
Form 990-PF (2014)
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 VECTRUS INC - CIL P 2002-02-06 2014-09-29
b GB MEDTRONIC PLC - 478 SH P 2015-01-26 2015-02-17
c GB VECTRUS INC - .222 SH P 2002-02-06 2014-09-29
d GB LIBERTY BROADBAND CORP - CIL P 2001-04-26 2014-10-16
e GB LIBERTY VENTURES SER A - .34 SH P 2001-04-26 2014-10-16
GB COVIDIEN LTD - 500 SH P 2010-09-14 2015-01-26
GB FEDERAL MOGUL RIGHTS 3/23/15 - 1000 SH P 2015-03-11 2015-03-23
GB FEDERAL MOGUL RIGHTS 3/23/15 - 516 SH P 2015-03-11 2015-03-23
GB TOOTSIE ROLL INDS INC - .700 SH P 2008-05-20 2015-03-31
GB ARCHER DANIELS MIDLAND - 100 SH P 2007-10-10 2015-04-09
GB ARCHER DANIELS MIDLAND - 300 SH P 2008-08-07 2015-04-09
GB DIRECT TV - 400 SH P 2005-01-11 2015-04-09
GB DIRECT TV - 1600 SH P 2007-10-03 2015-04-09
GB EXELIS INC - 260 SH P 2002-02-06 2015-04-09
GB EXELIS INC - 500 SH P 2006-06-29 2015-04-09
GB STERLING BANCORP/DE - 631 SH P 2010-01-07 2015-04-09
GB TOOTSIE ROLL INDS INC - 225 SH P 2008-05-20 2015-04-09
GB VECTRUS INC - 14.222 SH P 2002-02-06 2015-04-09
GB VECTRUS INC - 27.777 SH P 2006-06-29 2015-04-09
GB ZEP INC - 250 SH P 2002-02-28 2015-04-09
GB AMC NETWORKS INC CL A - 72 SH P 2001-09-25 2015-04-10
GB TOOTSIE ROLL INDS INC - 100 SH P 2008-05-20 2015-05-28
GB DIRECT TV - 400 SH P 2007-10-03 2015-07-24
GB AT&T INC - .800 SH P 2007-10-03 2015-07-27
GB AT&T INC - CIL P 2007-10-03 2015-07-27
GB LIBERTY BROADBAND CORP - CIL P 2014-11-05 2014-11-05
NB#1 COOPER COMPANIES INC OLD - 50 SH P 2014-04-14 2014-08-04
NB#1 COOPER COMPANIES INC OLD - 25 SH P 2014-06-06 2014-08-04
NB#1 COOPER COMPANIES INC OLD - 25 SH P 2014-04-11 2014-08-04
NB#1 COOPER COMPANIES INC OLD - 25 SH P 2014-07-01 2014-08-04
NB#1 DUNKIN BRANDS GROUP INC - 125 SH P 2014-04-07 2014-08-15
NB#1 DUNKIN BRANDS GROUP INC - 100 SH P 2014-04-07 2014-08-18
NB#1 DUNKIN BRANDS GROUP INC - 100 SH P 2014-06-16 2014-08-19
NB#1 WHITEWAVE FOODS CO COM CL A - 325 SH P 2013-05-31 2014-08-07
NB#1 SIRONA DENTAL SYSTEMS INC - 50 SH P 2012-06-04 2014-08-08
NB#1 DUNKIN BRANDS GROUP INC - 150 SH P 2012-03-30 2014-08-19
NB#1 DUNKIN BRANDS GROUP INC - 150 SH P 2012-03-30 2014-08-21
NB#1 DUNKIN BRANDS GROUP INC - 50 SH P 2012-08-27 2014-08-21
NB#1 SIRONA DENTAL SYSTEMS INC - 50 SH P 2012-06-04 2014-08-21
NB#1 DUNKIN BRANDS GROUP INC - 50 SH P 2012-08-27 2014-08-22
NB#1 DUNKIN BRANDS GROUP INC - 150 SH P 2012-08-27 2014-08-25
NB#1 CME GROUP INC - 100 SH P 2014-01-14 2014-09-24
NB#1 GENERAC HOLDINGS INC - 300 SH P 2013-06-21 2014-09-24
NB#1 GENERAC HOLDINGS INC - 100 SH P 2013-06-21 2014-09-25
NB#1 GENERAC HOLDINGS INC - 300 SH P 2013-06-21 2014-09-26
NB#1 APACHE CORP - 300 SH P 2014-07-10 2014-10-23
NB#1 COOPER COMPANIES INC OLD - 50 SH P 2014-01-06 2014-11-20
NB#1 PIONEER NATURAL RESOURCES CO - 200 SH P 2014-04-10 2014-11-24
NB#1 RPM INTERNATIONAL INC - 100 SH P 2014-06-11 2015-01-08
NB#1 RPM INTERNATIONAL INC - 100 SH P 2014-07-10 2015-01-08
NB#1 RPM INTERNATIONAL INC - 100 SH P 2014-07-11 2015-01-08
NB#1 TIFFANY & CO - 50 SH P 2014-10-20 2015-01-08
NB#1 RPM INTERNATIONAL INC - 150 SH P 2014-06-11 2015-01-09
NB#1 RPM INTERNATIONAL INC - 100 SH P 2014-06-10 2015-01-09
NB#1 RPM INTERNATIONAL INC - 25 SH P 2014-06-10 2015-01-13
NB#1 RPM INTERNATIONAL INC - 50 SH P 2014-06-10 2015-01-14
NB#1 BRISTOL MYERS SQUIBB CO - 125 SH P 2014-04-17 2015-01-15
NB#1 RPM INTERNATIONAL INC - 50 SH P 2014-06-10 2015-01-15
NB#1 RPM INTERNATIONAL INC - 175 SH P 2014-06-10 2015-01-16
NB#1 RPM INTERNATIONAL INC - 25 SH P 2014-08-05 2015-01-16
NB#1 RPM INTERNATIONAL INC - 100 SH P 2014-08-05 2015-01-20
NB#1 RPM INTERNATIONAL INC - 50 SH P 2014-08-04 2015-01-21
NB#1 SIRONA DENTAL SYSTEMS INC - 25 SH P 2012-06-04 2015-01-08
NB#1 SIRONA DENTAL SYSTEMS INC - 50 SH P 2012-06-04 2015-01-09
NB#1 BRISTOL MYERS SQUIBB CO - 125 SH P 2012-09-25 2015-01-15
NB#1 ESTEE LAUDER COMPANIES CL A - 100 SH P 2012-11-05 2015-02-06
NB#1 ESTEE LAUDER COMPANIES CL A - 75 SH P 2012-07-25 2015-02-06
NB#1 CABOT OIL & GAS CORP - 100 SH P 2014-03-05 2015-03-02
NB#1 CABOT OIL & GAS CORP - 25 SH P 2014-06-17 2015-03-02
NB#1 SANDISK CORP - 75 SH P 2014-01-23 2015-03-26
NB#1 WHITEWAVE FOODS CO COM CL A - 225 SH P 2013-06-07 2015-03-30
NB#1 WHITEWAVE FOODS CO COM CL A - 175 SH P 2013-05-31 2015-03-30
NB#1 OMNICOM GROUP INC - 400 SH P 2014-10-23 2015-04-09
NB#1 SANDISK CORP - 25 SH P 2013-08-08 2015-04-07
NB#1 SANDISK CORP - 25 SH P 2014-01-23 2015-04-07
NB#1 COSTCO WHOLESALE CORP - 100 SH P 2014-02-20 2015-04-09
NB#1 RANGE RESOURCES CORP - 50 SH P 2013-11-04 2015-04-17
NB#1 RANGE RESOURCES CORP - 250 SH P 2013-02-19 2015-04-17
NB#1 INTUIT INC - 25 SH P 2013-05-23 2015-05-22
NB#1 INTUIT INC - 150 SH P 2013-11-22 2015-05-22
NB#1 CABOT OIL & GAS CORP - 150 SH P 2014-03-05 2015-06-04
NB#1 CABOT OIL & GAS CORP - 150 SH P 2014-03-05 2015-06-09
NB#1 CABOT OIL & GAS CORP - 150 SH P 2011-04-25 2015-06-10
NB#1 SIRONA DENTAL SYSTEMS INC - 100 SH P 2012-06-04 2015-06-12
NB#1 WHITEWAVE FOODS CO COM CL A - 100 SH P 2013-06-07 2015-07-13
NB#1 WALT DISNEY CO HOLDING CO - 175 SH P 2012-11-09 2015-07-16
NB#1 SIRONA DENTAL SYSTEMS INC - 100 SH P 2012-06-04 2015-07-30
NB#1 SCHLUMBERGER LTD - 50 SH P 2009-02-17 2014-11-24
NB#1 APPLE INC - 130 SH P 2010-04-12 2015-07-23
NB#1 FISERV INC - 175 SH P 2007-08-23 2015-07-23
NB#1 ESTEE LAUDER COMPANIES CL A - 100 SH P 2014-02-05 2015-02-06
NB#2 ALLERGAN PLC - 100 SH P 2015-02-18 2015-07-20
NB#2 NIELSEN HOLDINGS B V US LISTED - 250 SH P 2014-07-31 2015-07-20
NB#2 TEVA PHARM. INDS LTD ADR - 250 SH P 2014-12-19 2015-07-20
NB#2 WILLIS GROUP HOLDINGS PLC - 800 SH P 2015-03-27 2015-07-20
NB#2 ACTIVISION BLIZZARD INC - 750 SH P 2014-12-04 2015-07-20
NB#2 CHENIERE ENERGY PARTNERS LP HLDGS LLC - 750 SH P 2014-09-29 2015-07-20
NB#2 COSTCO WHOLESALE CORP - 150 SH P 2015-04-16 2015-07-20
NB#2 GOOGLE INC CL C - 15 SH P 2014-10-22 2015-07-20
NB#2 JP MORGAN CHASE & CO - 250 SH P 2015-01-14 2015-07-20
NB#2 LINCOLN NATIONAL CORP-IND - 200 SH P 2015-06-08 2015-07-20
NB#2 ORACLE CORP - 500 SH P 2015-01-13 2015-07-20
NB#2 PRICELINE COM INC COM - 18 SH P 2015-02-19 2015-07-20
NB#2 STARWOOD HOTELS & RESORTS WORLDWIDE INC - 200 SH P 2015-03-24 2015-07-20
NB#2 TIME WARNER INC - 150 SH P 2015-03-13 2015-07-20
NB#2 UNITEDHEALTH GROUP INC - 100 SH P 2015-07-10 2015-07-20
NB#2 BIOGEN IDEC INC - 75 SH P 2015-04-15 2015-07-23
NB#2 ORACLE CORP - 1000 SH P 2015-01-13 2015-07-23
NB#2 TEVA PHARM. INDS LTD ADR - 250 SH P 2014-12-19 2015-07-27
NB#2 TEVA PHARM. INDS LTD ADR - 250 SH P 2014-12-11 2015-07-27
NB#2 CHENIERE ENERGY PARTNERS LP HLDGS LLC - 1250 SH P 2014-09-29 2015-07-28
NB#2 STARWOOD HOTELS & RESORTS WORLDWIDE INC - 250 SH P 2014-12-29 2015-07-28
NB#2 NIELSEN HOLDINGS B V US LISTED - 1000 SH P 2014-06-05 2015-07-20
NB#2 BORG WARNER AUTOMOTIVE INC - 1000 SH P 2011-02-02 2015-07-20
NB#2 GOOGLE INC CL C - 10 SH P 2012-01-27 2015-07-20
NB#2 INTUIT INC - 250 SH P 2013-09-25 2015-07-20
NB#2 VERISK ANALYTICS IN CL A - 450 SH P 2014-03-28 2015-07-20
NB#2 CHENIERE ENERGY PARTNERS LP HLDGS LLC - 2000 SH P 2014-05-15 2015-07-28
NB#2 ENBRIDGE ENERGY MANAGEMENT LLC - 382 SH P 2002-11-08 2015-07-20
NB#2 ITC HOLDINGS CORP - 1500 SH P 2008-02-04 2015-07-20
NB#2 LAZARD GROUP LLC - 25000 SH P 2014-05-15 2014-07-28
NB#2 TEEKAY CORP SR NT - 25000 SH P 2013-01-24 2015-07-27
NB#2 TEEKAY CORP SR NT - 50000 SH P 2010-01-15 2015-07-27
NB#2 SLM CORP MEDIUM TERM NTS - 25000 SH P 2011-03-11 2015-07-28
NB#2 PLATINUM UNDERWRITER S FIN INC GTD - 15000 SH P 2009-05-21 2015-07-29
NB#2 AMERICAN TOWER CORP - 300 SH P 2013-07-03 2015-07-20
NB#2 AMERICAN TOWER CORP - 200 SH P 2012-12-31 2015-07-20
NB#2 OLD DOMINION FREIGHT LINES INC - 600 SH P 2015-03-11 2015-06-02
NB#2 INTERNATIONAL BUSINESS MACHINES CORP - 400 SH P 2015-02-24 2015-06-04
NB#2 MARKWEST ENERGY PARTNERS LP - 50000 SH P 2012-01-06 2015-06-04
NB#2 MARKWEST ENERGY PARTNERS LP - 25000 SH P 2013-07-24 2015-06-04
NB#2 CROWN CASTLE INTERNATIONAL CORP - 800 SH P 2015-01-05 2015-06-04
NB#2 COOPER COMPANIES INC OLD - 450 SH P 2014-10-22 2015-05-21
NB#2 GENESIS ENERGY LP/ GENESIS FIN SR NT - 50000 SH P 2012-01-27 2015-05-21
NB#2 GOOGLE INC CL C - CIL P 2015-05-05 2015-05-05
NB#2 GOOGLE INC CL C - 90 SH P 2014-10-22 2015-04-15
NB#2 UNITED RENTALS NORTH AMER INC - 25000 SH P 2013-07-18 2015-04-13
NB#2 UNITED RENTALS NORTH AMER INC - 25000 SH P 2013-07-18 2015-04-13
NB#2 FORD MTR CR CO SR NTS - 50000 SH P 2010-10-08 2015-04-15
NB#2 OGE ENERGY CORP - 750 SH P 2013-11-27 2015-03-03
NB#2 OGE ENERGY CORP - 1000 SH P 2013-10-08 2015-03-03
NB#2 OGE ENERGY CORP - 750 SH P 2013-12-05 2015-03-03
NB#2 IHS INC CL A - 450 SH P 2013-05-08 2015-03-24
NB#2 VERESEN INC - 4500 SH P 2014-02-14 2015-03-31
NB#2 VERESEN INC - 500 SH P 2014-02-13 2015-03-31
NB#2 ITC HOLDINGS CORP - 500 SH P 2008-02-04 2015-03-10
NB#2 ENBRIDGE ENERGY MANAGEMENT LLC - 709 SH P 2002-12-23 2015-03-18
NB#2 ENBRIDGE ENERGY MANAGEMENT LLC - 952 SH P 2002-11-08 2015-03-18
NB#2 AMERICAN TOWER CORP - 200 SH P 2012-12-31 2015-03-12
NB#2 AMERICAN TOWER CORP - 75000 SH P 2010-07-13 2015-02-11
NB#2 DUKE RLTY LTD PARTNERSHIP - 75000 SH P 2009-08-07 2015-02-17
NB#2 SANDISK CORP - 600 SH P 2014-11-18 2015-01-13
NB#2 SEADRILL PARTNERS LLC COM UNIT - 3000 SH P 2014-09-24 2015-01-22
NB#2 UNITED RENTALS INC - 450 SH P 2013-07-08 2015-01-12
NB#2 ITC HOLDINGS CORP - 250 SH P 2008-02-04 2015-01-15
NB#2 LAREDO PETROLEUM HOLDINGS INC - 2500 SH P 2014-07-11 2014-12-02
NB#2 QEP RESOURCES INC - 1500 SH P 2014-09-29 2014-12-12
NB#2 COMCAST CORPORATION NEW SPL CLASS A - 250 SH P 2014-06-10 2014-12-16
NB#2 COMCAST CORPORATION NEW SPL CLASS A - 500 SH P 2014-11-10 2014-12-16
NB#2 TRIBUNE MEDIA COMPANY CL A - 1000 SH P 2014-01-15 2014-12-18
NB#2 IHS INC CL A - 50 SH P 2013-05-08 2014-12-08
NB#2 IHS INC CL A - 250 SH P 2013-07-03 2014-12-08
NB#2 AMAZON.COM INC - 60 SH P 2013-03-19 2014-12-10
NB#2 AMAZON.COM INC - 100 SH P 2013-03-25 2014-12-10
NB#2 QEP RESOURCES INC - 2000 SH P 2013-04-25 2014-12-12
NB#2 CALPINE CORPORATION - 54 SH P 2013-07-11 2014-12-17
NB#2 CALPINE CORPORATION - 2250 SH P 2012-09-10 2014-12-17
NB#2 CALPINE CORPORATION - 10 SH P 2013-07-11 2014-12-17
NB#2 CALPINE CORPORATION - 1500 SH P 2013-07-03 2014-12-17
NB#2 CALPINE CORPORATION - 7 SH P 2013-07-11 2014-12-17
NB#2 CALPINE CORPORATION - 929 SH P 2013-07-11 2014-12-17
NB#2 BLACKROCK INC CL A - 115 SH P 2010-10-22 2014-12-09
NB#2 BLACKROCK INC CL A - 40 SH P 2010-10-21 2014-12-09
NB#2 REGENCY ENERGY PARTNERS LP - 50000 SH P 2010-10-13 2014-12-02
NB#2 DENBURY RES INC SR SUB NT - 50000 SH P 2012-12-11 2014-12-03
NB#2 INTUIT INC - 650 SH P 2014-06-24 2014-10-03
NB#2 IAC/INTERACTIVE CORP - 1000 SH P 2014-05-29 2014-10-31
NB#2 GOOGLE INC CL A - 45 SH P 2012-01-27 2014-10-21
NB#2 JB HUNT TRANSPORT SERVICES - 600 SH P 2010-09-28 2014-10-02
NB#2 KANSAS CITY SOUTHERN NEW - 500 SH P 2014-02-26 2014-09-26
NB#2 TRIBUNE PUBLISHING COMPANY COM - 50 SH P 2014-01-15 2014-08-19
NB#2 TRIBUNE PUBLISHING COMPANY COM - 50 SH P 2014-01-15 2014-08-20
NB#2 TRIBUNE PUBLISHING COMPANY COM - 100 SH P 2014-01-15 2014-08-21
NB#2 TRIBUNE PUBLISHING COMPANY COM - 50 SH P 2014-01-15 2014-08-25
NB#2 VORNADO REALTY LP SENIOR UNSECURED NOTES - 25000 SH P 2014-06-09 2014-08-06
NB#2 KAUAI CNTY HAWAII G.O. BDS - 50000 SH P 2000-01-06 2014-08-01
NB#3 BED BATH & BEYOND INC - 300 SH P 2015-01-15 2015-07-09
NB#3 ANTERO RESOURCES CORPORATION - 600 SH P 2014-08-20 2015-07-20
NB#3 BERKSHIRE HATHAWAY INC DEL CL B - 50 SH P 2014-10-13 2015-07-20
NB#3 FEDEX CORP - 100 SH P 2014-11-26 2015-07-20
NB#3 MEMORIAL RESOURCE DEVELOPMENT CORP - 1600 SH P 2014-12-30 2015-07-20
NB#3 PNC FINANCIAL SVS GROUP INC - 150 SH P 2015-02-13 2015-07-20
NB#3 SANOFIAVENTIS SPONSORED ADR - 50 SH P 2014-11-26 2015-07-20
NB#3 SANOFIAVENTIS SPONSORED ADR - 250 SH P 2014-12-03 2015-07-20
NB#3 TWENTYFIRST CENTURY FOX INC CLASS A - 250 SH P 2015-06-18 2015-07-20
NB#3 AON PLC SHS CL A - 200 SH P 2013-07-03 2015-07-20
NB#3 AON PLC SHS CL A - 100 SH P 2011-08-25 2015-07-20
NB#3 ASHLAND INC - 100 SH P 2013-02-07 2015-07-20
NB#3 BOEING CO - 200 SH P 2013-04-25 2015-07-20
NB#3 CABOT OIL & GAS CORP - 500 SH P 2011-09-16 2015-07-20
NB#3 CABOT OIL & GAS CORP - 800 SH P 2011-09-09 2015-07-20
NB#3 CALIFORNIA RES CORP COM - 10 SH P 2011-08-24 2015-07-20
NB#3 CARPENTER TECHNOLOGY CORP - 400 SH P 2012-05-08 2015-07-20
NB#3 CARPENTER TECHNOLOGY CORP - 100 SH P 2012-08-22 2015-07-20
NB#3 COLUBIA PIPELINE GROUP INC COM - 250 SH P 2012-06-19 2015-07-20
NB#3 COVANTA HOLDING CORPORATION - 400 SH P 2013-07-03 2015-07-20
NB#3 DELTA AIR LINES INC DEL COM - 300 SH P 2014-01-17 2015-07-20
NB#3 ELI LILLY & CO - 200 SH P 2014-02-19 2015-07-20
NB#3 EOG RESOURCES INC - 200 SH P 2012-02-15 2015-07-20
NB#3 INTERNATIONAL BUSINESS MACHINES CORP - 100 SH P 2011-08-25 2015-07-20
NB#3 INTERNATIONAL PAPER CO - 850 SH P 2011-11-08 2015-07-20
NB#3 JOHNSON & JOHNSON - 100 SH P 2013-12-27 2015-07-20
NB#3 JOHNSON & JOHNSON - 50 SH P 2012-10-23 2015-07-20
NB#3 MICROSOFT CORP - 500 SH P 2011-08-31 2015-07-20
NB#3 MICROSOFT CORP - 150 SH P 2011-09-06 2015-07-20
NB#3 MONDELEZ INTERNATIONAL INC COM - 300 SH P 2013-07-03 2015-07-20
NB#3 NISOURCE INC COM - 300 SH P 2012-06-19 2015-07-20
NB#3 OCCIDENTAL PETE CORP - 200 SH P 2013-03-13 2015-07-20
NB#3 OCCIDENTAL PETE CORP - 100 SH P 2011-08-31 2015-07-20
NB#3 OCCIDENTAL PETE CORP - 50 SH P 2011-08-24 2015-07-20
NB#3 ORACLE CORP - 100 SH P 2011-08-09 2015-07-20
NB#3 PACKAGING CORP AMER - 450 SH P 2012-01-30 2015-07-20
NB#3 PFIZER INC - 200 SH P 2011-11-09 2015-07-20
NB#3 PFIZER INC - 900 SH P 2013-07-03 2015-07-20
NB#3 SANDISK CORP - 300 SH P 2013-10-23 2015-07-20
NB#3 TEXTRON INC - 400 SH P 2014-01-17 2015-07-20
NB#3 UNITED CONTINENTAL HLDGS INC - 300 SH P 2014-06-06 2015-07-20
NB#3 UNITED CONTINENTAL HLDGS INC - 200 SH P 2014-01-17 2015-07-20
NB#3 UNUM GROUP - 650 SH P 2011-11-08 2015-07-20
NB#3 INTERNATIONAL BUSINESS MACHINES CORP - 50 SH P 2011-08-25 2015-07-22
NB#3 ANADARKO PETROLEUM CORP - 150 SH P 2006-07-07 2015-07-20
NB#3 CALIFORNIA RES CORP COM - 200 SH P 2006-02-27 2015-07-20
NB#3 COVANTA HOLDING CORPORATION - 400 SH P 2009-11-30 2015-07-20
NB#3 ORACLE CORP - 250 SH P 2008-10-21 2015-07-20
NB#3 PIONEER NATURAL RESOURCES CO - 200 SH P 2010-07-29 2015-07-20
NB#3 TRAVELERS COMPANIES INC - 200 SH P 2009-07-17 2015-07-20
NB#3 VIACOM INC NEW CLASS B - 200 SH P 2009-03-02 2015-07-20
NB#3 VIACOM INC NEW CLASS B - 150 SH P 2009-03-02 2015-07-22
NB#3 VIACOM INC NEW CLASS B - 350 SH P 2009-03-02 2015-07-24
NB#3 INTERNATIONAL PAPER CO - 50 SH P 2013-07-03 2015-06-17
NB#3 INTERNATIONAL PAPER CO - 700 SH P 2013-02-22 2015-06-17
NB#3 INTERNATIONAL PAPER CO - 150 SH P 2011-11-08 2015-06-17
NB#3 ORACLE CORP - 600 SH P 2011-08-09 2015-06-18
NB#3 TRAVELERS COMPANIES INC - 150 SH P 2009-07-17 2015-06-10
NB#3 TRAVELERS COMPANIES INC - 100 SH P 2009-10-05 2015-06-10
NB#3 TRAVELERS COMPANIES INC - 100 SH P 2010-05-07 2015-06-10
NB#3 DELTA AIR LINES INC DEL COM - 350 SH P 2014-01-17 2015-05-13
NB#3 SANDISK CORP - 200 SH P 2014-01-17 2015-04-16
NB#3 BOEING CO - 50 SH P 2013-05-09 2015-03-06
NB#3 BOEING CO - 50 SH P 2013-05-23 2015-03-06
NB#3 BOEING CO - 50 SH P 2013-05-09 2015-03-16
NB#3 AMERICAN EXPRESS COMPANY - 250 SH P 2010-10-06 2015-02-13
NB#3 BOEING CO - 50 SH P 2014-04-01 2015-01-28
NB#3 PACKAGING CORP AMER - 100 SH P 2012-01-30 2015-01-14
NB#3 INTERNATIONAL BUSINESS MACHINES CORP - 200 SH P 2013-07-03 2015-01-15
NB#3 BOEING CO - 150 SH P 2013-05-23 2015-01-28
NB#3 CALIFORNIA RES CORP COM - 90 SH P 2011-08-24 2014-12-01
NB#3 CALIFORNIA RES CORP COM - 40 SH P 2011-08-31 2014-12-01
NB#3 CALIFORNIA RES CORP COM - 80 SH P 2013-03-13 2014-12-01
NB#3 UNUM GROUP - 500 SH P 2011-08-24 2014-12-04
NB#3 UNUM GROUP - 250 SH P 2011-11-08 2014-12-04
NB#3 RANGE RESOURCES CORP - 400 SH P 2013-07-23 2014-12-30
NB#3 DELTA AIR LINES INC DEL COM - 150 SH P 2014-01-17 2014-11-03
NB#3 OCCIDENTAL PETE CORP - 200 SH P 2014-01-17 2014-11-07
NB#3 INTERNATIONAL PAPER CO - 100 SH P 2013-07-03 2014-11-26
NB#3 TRAVELERS COMPANIES INC - 100 SH P 2010-05-07 2014-11-14
NB#3 ANADARKO PETROLEUM CORP - 200 SH P 2006-07-07 2014-11-26
NB#3 ANADARKO PETROLEUM CORP - 100 SH P 2013-07-03 2014-10-15
NB#3 PIONEER NATURAL RESOURCES CO - 50 SH P 2010-07-29 2014-10-13
NB#3 ANADARKO PETROLEUM CORP - 250 SH P 2006-07-07 2014-10-15
NB#3 PIONEER NATURAL RESOURCES CO - 100 SH P 2010-07-29 2014-10-15
NB#3 INTERNATIONAL PAPER CO - 150 SH P 2013-07-03 2014-09-12
NB#3 VERITIV CORPORATION COM - CIL P 2014-08-08 2014-08-08
NB#4 SANRIDGE ENERGY INC - 40000 SH P 2013-09-04 2015-07-01
NB#4 AK STEEL CORP SENIOR NOTE - 40000 SH P 2013-08-09 2015-07-27
NB#4 AK STEEL CORP SENIOR NOTE - 10000 SH P 2013-09-23 2015-07-27
NB#4 FRONTIER COMMUNICATIONS CORP - 25000 SH P 2013-11-13 2015-07-27
NB#4 DELL INC SR UNSECURED NOTES - 20000 SH P 2013-11-13 2015-05-08
NB#4 DOPHINE SUBSIDIARY II INC - 10000 SH P 2013-09-23 2015-05-08
NB#4 TEEKAY OFFSHORE PARTNERS - 10000 SH P 2014-05-23 2015-04-13
NB#4 TEEKAY OFFSHORE PARTNERS - 15000 SH P 2014-05-22 2015-04-28
NB#4 BON TON DEPT STORES INC - 10000 SH P 2014-04-14 2015-03-11
NB#4 BON TON DEPT STORES INC - 5000 SH P 2014-04-14 2015-03-11
NB#4 BEST BUY INC - 10000 SH P 2013-08-06 2015-03-04
NB#4 BON TON DEPT STORES INC - 5000 SH P 2013-12-04 2015-03-05
NB#4 BON TON DEPT STORES INC - 5000 SH P 2014-01-02 2015-02-20
NB#4 BON TON DEPT STORES INC - 5000 SH P 2013-12-04 2015-02-20
NB#4 BON TON DEPT STORES INC - 10000 SH P 2013-12-04 2015-02-26
NB#4 FRONTIER COMMUNICATIONS CORP - 10000 SH P 2014-05-20 2015-01-14
NB#4 FRONTIER COMMUNICATIONS CORP - 5000 SH P 2013-11-13 2015-01-14
B#4 KEY ENERGY SVCS INC - 10000 SH P 2014-07-18 2014-12-16
NB#4 ARCH COAL INC - 17000 SH P 2013-08-07 2014-12-10
NB#4 DELL INC SR UNSECURED NOTES - 15000 SH P 2013-11-18 2014-12-11
NB#4 DELL INC SR UNSECURED NOTES - 5000 SH P 2013-11-13 2014-12-11
NB#4 EXCO RES INC - 40000 SH P 2013-09-04 2014-12-16
NB#4 ALPHA NAT RES INC - 40000 SH P 2013-08-22 2014-12-22
NB#4 ARCH COAL INC - 23000 SH P 2013-08-07 2014-12-22
NB#4 FOREST OIL CORP - 21000 SH P 2013-08-21 2014-12-22
JPM#1 ANHEUSER BUSCH INBEV - 32 SH P 2011-06-08 2015-07-23
JPM#1 AUTOLIV INC - 12 SH P 2013-12-20 2015-07-23
JPM#1 AUTOLIV INC - 11 SH P 2013-12-23 2015-07-23
JPM#1 GENERAL MOTORS CO - 55 SH P 2011-08-03 2015-07-23
JPM#1 INTERPUBLIC GROUP COMPANIES INC - 28 SH P 2014-05-13 2015-07-23
JPM#1 INTERPUBLIC GROUP COMPANIES INC - 101 SH P 2014-05-14 2015-07-23
JPM#1 INTERPUBLIC GROUP COMPANIES INC - 28 SH P 2014-05-15 2015-07-23
JPM#1 JOHNSON & JOHNSON - 24 SH P 2014-08-13 2015-07-23
JPM#1 KIMBERLY-CLARK CORP - 13 SH P 2014-10-09 2015-07-23
JPM#1 KIMBERLY-CLARK CORP - 5 SH P 2014-10-08 2015-07-23
JPM#1 MEAD JOHNSON NUTRITION COMPANY - 27 SH P 2012-11-08 2015-07-23
JPM#1 PROCTER & GAMBLE CO - 30 SH P 2014-08-13 2015-07-23
JPM#1 SOTHEBYS HOLDINGS INC - 16 SH P 2014-11-05 2015-07-23
JPM#1 SOTHEBYS HOLDINGS INC - 1 SH P 2014-11-05 2015-07-23
JPM#1 VISA INC CLASS A SHARES - 22 SH P 2014-04-16 2015-07-23
JPM#1 VISA INC CLASS A SHARES - 12 SH P 2014-04-17 2015-07-23
JPM#1 SOTHEBYS HOLDINGS INC - 2 SH P 2014-11-05 2015-07-24
JPM#1 SOTHEBYS HOLDINGS INC - 28 SH P 2014-11-05 2015-07-24
JPM#1 SOTHEBYS HOLDINGS INC - 4 SH P 2014-11-05 2015-07-24
JPM#1 SOTHEBYS HOLDINGS INC - 4 SH P 2014-11-06 2015-07-24
JPM#1 AUTOLIV INC - 14 SH P 2013-12-20 2015-07-28
JPM#1 PROCTER & GAMBLE CO - 1 SH P 2014-08-13 2015-07-28
JPM#1 JOHNSON & JOHNSON - 16 SH P 2014-08-13 2015-07-28
JPM#1 KIMBERLY-CLARK CORP - 12 SH P 2014-10-09 2015-07-28
JPM#1 PROCTER & GAMBLE CO - 20 SH P 2014-08-13 2015-07-28
JPM#1 JOHNSON & JOHNSON - 1 SH P 2014-08-13 2015-07-28
JPM#1 ANHEUSER BUSCH INBEV - 18 SH P 2011-06-08 2015-07-28
JPM#1 GENERAL MOTORS CO - 1 SH P 2011-08-03 2015-07-28
JPM#1 INTERPUBLIC GROUP COMPANIES INC - 102 SH P 2014-05-15 2015-07-28
JPM#1 MEAD JOHNSON NUTRITION COMPANY - 17 SH P 2012-11-08 2015-07-28
JPM#1 SOTHEBYS HOLDINGS INC - 18 SH P 2014-11-06 2015-07-28
JPM#1 SOTHEBYS HOLDINGS INC - 15 SH P 2014-11-06 2015-07-28
JPM#1 VISA INC CLASS A SHARES - 13 SH P 2014-04-15 2015-07-28
JPM#1 VISA INC CLASS A SHARES - 10 SH P 2014-04-16 2015-07-28
JPM#1 GENERAL MOTORS CO - 37 SH P 2011-08-03 2015-07-28
JPM#1 ANHEUSER BUSCH INBEV - 13 SH P 2011-06-08 2015-07-29
JPM#1 AUTOLIV INC - 9 SH P 2013-12-20 2015-07-29
JPM#1 GENERAL MOTORS CO - 16 SH P 2011-08-03 2015-07-29
JPM#1 INTERPUBLIC GROUP COMPANIES INC - 56 SH P 2014-05-15 2015-07-29
JPM#1 JOHNSON & JOHNSON - 7 SH P 2014-08-13 2015-07-29
JPM#1 KIMBERLY-CLARK CORP - 7 SH P 2014-10-09 2015-07-29
JPM#1 MEAD JOHNSON NUTRITION COMPANY - 10 SH P 2012-11-08 2015-07-29
JPM#1 PROCTER & GAMBLE CO - 9 SH P 2014-08-13 2015-07-29
JPM#1 SOTHEBYS HOLDINGS INC - 20 SH P 2014-11-06 2015-07-29
JPM#1 SOTHEBYS HOLDINGS INC - 2 SH P 2014-11-06 2015-07-29
JPM#1 VISA INC CLASS A SHARES - 10 SH P 2014-04-15 2015-07-29
JPM#1 VISA INC CLASS A SHARES - 1 SH P 2014-04-15 2015-07-28
JPM#1 JPM CHINA REGION FD - 378.414 SH P 2012-11-02 2015-07-31
JPM#1 FRANKLIN TEMPLETON EMERGING MARKET DEBT OPPORTUNITIES FUND - 517.879SH P 2011-06-08 2015-06-19
JPM#1 ASHMORE FDS EMKT CDB INSTL - 523.630 SH P 2014-07-11 2015-06-19
JPM#1 LAS VEGAS SANDS CORP -21 SH P 2013-12-20 2015-04-21
JPM#1 LAS VEGAS SANDS CORP -45 SH P 2013-12-20 2015-04-21
JPM#1 ANHEUSER BUSCH INBEV - 14 SH P 2011-06-08 2015-04-21
JPM#1 AUTOLIV INC - 5 SH P 2013-12-23 2015-04-21
JPM#1 AUTOLIV INC - 6 SH P 2013-12-23 2015-04-21
JPM#1 GENERAL MOTORS CO - 26 SH P 2011-08-03 2015-04-21
JPM#1 JOHNSON & JOHNSON - 11 SH P 2014-08-13 2015-04-21
JPM#1 PROCTER & GAMBLE CO - 13 SH P 2014-08-13 2015-04-21
JPM#1 SOTHEBYS HOLDINGS INC - 12 SH P 2014-11-07 2015-04-21
JPM#1 SOTHEBYS HOLDINGS INC - 11 SH P 2014-11-05 2015-04-21
JPM#1 VISA INC CLASS A SHARES - 20 SH P 2014-04-17 2015-04-21
JPM#1 INTERPUBLIC GROUP COMPANIES INC - 67 SH P 2014-05-13 2015-04-21
JPM#1 KIMBERLY-CLARK CORP - 7 SH P 2014-10-08 2015-04-21
JPM#1 KIMBERLY-CLARK CORP - 2 SH P 2014-10-09 2015-04-21
JPM#1 MEAD JOHNSON NUTRITION COMPANY - 13 SH P 2015-04-21 2015-04-24
JPM#1 DELAWARE EMERGING MARKETS - 461.734 SH P 2013-04-03 2015-03-30
JPM#1 DELAWARE EMERGING MARKETS - 867.227 SH P 2013-05-31 2015-03-30
JPM#1 DELAWARE EMERGING MARKETS - 173.913 SH P 2013-09-27 2015-03-30
JPM#1 HALYARD HEALTH INC - 1.304 SH P 2014-10-08 2014-11-04
JPM#1 HALYARD HEALTH INC - .761 SH P 2014-10-09 2014-11-04
JPM#1 HALYARD HEALTH INC - .217 SH P 2014-10-09 2014-11-04
JPM#1 HALYARD HEALTH INC - 2.718 SH P 2014-10-09 2014-11-04
JPM#1 QUALCOMM INC - 43 SH P 2014-05-09 2014-11-05
JPM#1 QUALCOMM INC - 27 SH P 2014-05-09 2014-11-05
JPM#1 HALYARD HEALTH INC - CIL P 2014-11-20 2014-11-20
JPM#1 MONSANTO CO - 3 SH P 2014-08-19 2014-10-09
JPM#1 MONSANTO CO - 2 SH P 2014-08-20 2014-10-09
JPM#1 MONSANTO CO - 1 SH P 2014-08-20 2014-10-09
JPM#1 MONSANTO CO - 9 SH P 2014-08-21 2014-10-09
JPM#1 MONSANTO CO - 8 SH P 2014-08-21 2014-10-09
JPM#1 MONSANTO CO - 5 SH P 2014-08-19 2014-10-09
JPM#1 MONSANTO CO - 1 SH P 2014-08-21 2014-10-09
JPM#1 MONSANTO CO - 2 SH P 2014-08-19 2014-10-09
JPM#1 MONSANTO CO - 1 SH P 2014-08-19 2014-10-09
JPM#1 MONSANTO CO - 1 SH P 2014-08-20 2014-10-08
JPM#1 MONSANTO CO - 6 SH P 2014-08-20 2014-10-08
JPM#1 MONSANTO CO - 2 SH P 2014-08-20 2014-10-08
JPM#1 MONSANTO CO - 2 SH P 2014-08-20 2014-10-08
JPM#1 MONSANTO CO - 2 SH P 2014-08-19 2014-10-09
JPM#1 DREYFUS EMG MKT DEBT LOC - 1860.713 SH P 2014-06-09 2014-09-15
JPM#1 SANOFI - 7 SH P 2013-03-27 2014-08-13
JPM#1 SANOFI - 3 SH P 2013-03-28 2014-08-13
JPM#1 SANOFI - 10 SH P 2013-09-27 2014-08-13
JPM#1 SANOFI - 19 SH P 2013-03-27 2014-08-13
JPM#1 SANOFI - 50 SH P 2013-03-27 2014-08-13
JPM#1 UNILEVER N V - 27 SH P 2011-06-08 2014-08-13
JPM#1 SANOFI - 14 SH P 2013-03-27 2014-08-14
JPM#1 UNILEVER N V - 28 SH P 2011-06-08 2014-08-14
JPM#1 UNILEVER N V - 111 SH P 2011-06-08 2014-08-15
JPM#1 INTERPUBLIC GROUP COMPANIES INC - 107 SH P 2014-05-13 2014-08-19
JPM#1 E I DU PONT DE NEMOURS & CO - 36 SH P 2011-06-08 2014-08-19
JPM#1 E I DU PONT DE NEMOURS & CO - 4 SH P 2013-04-03 2014-08-19
JPM#1 E I DU PONT DE NEMOURS & CO - 14 SH P 2013-04-03 2014-08-20
JPM#2 JPM LEVERAGED CBEN WTI CRUDE - 50000 SH P 2013-11-01 2015-01-07
JPM#3 HONEYWELL INTERNATIONAL INC - 6 SH P 2014-08-11 2015-07-21
JPM#3 GENERAC HOLDINGS INC - 12 SH P 2014-08-11 2015-07-02
JPM#3 GENERAC HOLDINGS INC - 15 SH P 2014-08-11 2015-07-02
JPM#3 GENERAC HOLDINGS INC - 1 SH P 2014-08-11 2015-07-06
JPM#3 GENERAC HOLDINGS INC - 3 SH P 2014-10-15 2015-07-06
JPM#3 GENERAC HOLDINGS INC - 8 SH P 2014-10-15 2015-07-06
JPM#3 CENTERPOINT ENERGY INC - 48 SH P 2014-08-11 2015-09-10
JPM#3 CENTERPOINT ENERGY INC - 3 SH P 2014-09-03 2015-07-10
JPM#3 CENTERPOINT ENERGY INC - 1 SH P 2014-08-11 2015-07-10
JPM#3 CENTERPOINT ENERGY INC - 19 SH P 2014-08-11 2015-07-13
JPM#3 CENTERPOINT ENERGY INC - 2 SH P 2014-08-11 2015-07-13
JPM#3 CENTERPOINT ENERGY INC - 11 SH P 2014-08-11 2015-07-13
JPM#3 TORTOISE MLP & PIPELINE-INS - 1060.15 SH P 2014-08-11 2015-07-21
JPM#3 TORTOISE MLP & PIPELINE-INS - 266.507 SH P 2014-12-29 2015-07-21
JPM#3 TORTOISE MLP & PIPELINE-INS - 241.051 SH P 2015-01-05 2015-07-21
JPM#3 AIRGAS INC - 24 SH P 2014-08-11 2015-07-21
JPM#3 CENTERPOINT ENERGY INC - 116 SH P 2014-08-11 2015-07-21
JPM#3 CENTERPOINT ENERGY INC - 12 SH P 2014-10-29 2015-07-21
JPM#3 CENTERPOINT ENERGY INC - 4 SH P 2014-08-11 2015-07-21
JPM#3 CENTERPOINT ENERGY INC - 8 SH P 2014-08-11 2015-07-21
JPM#3 EQT CORPORATION - 13 SH P 2015-07-21 2015-07-21
JPM#3 EQT CORPORATION - 5 SH P 2014-10-29 2015-07-21
JPM#3 EMERSON ELECTRIC CO - 47 SH P 2015-07-21 2015-07-24
JPM#3 HONEYWELL INTERNATIONAL INC - 22 SH P 2014-08-11 2015-07-21
JPM#3 JACOBS ENGINEERING GROUP INC - 46 SH P 2014-08-11 2015-07-21
JPM#3 KIRBY CO - 18 SH P 2014-08-11 2015-07-21
JPM#3 KIRBY CO - 6 SH P 2014-12-22 2015-07-21
JPM#3 KIRBY CO - 5 SH P 2015-02-17 2015-07-21
JPM#3 KIRBY CO - 5 SH P 2015-02-18 2015-07-21
JPM#3 LINCOLN ELECTRIC HOLDINGS - 37 SH P 2014-08-11 2015-07-21
JPM#3 MURPHY USA INC - 37 SH P 2014-08-11 2015-07-21
JPM#3 AQUA AMERICA INC - 80 SH P 2014-08-11 2015-07-21
JPM#3 AXIALL CORPORATION - 19 SH P 2014-08-11 2015-07-21
JPM#3 AXIALL CORPORATION - 10 SH P 2014-09-23 2015-07-21
JPM#3 AXIALL CORPORATION - 4 SH P 2014-09-23 2015-07-21
JPM#3 AXIALL CORPORATION - 2 SH P 2014-09-23 2015-07-21
JPM#3 AXIALL CORPORATION - 2 SH P 2014-09-23 2015-07-21
JPM#3 AXIALL CORPORATION - 1 SH P 2014-09-23 2015-07-21
JPM#3 AXIALL CORPORATION - 6 SH P 2014-10-02 2015-07-21
JPM#3 CAMERON INTERNATIONAL CORPORATION - 17 SH P 2014-08-11 2015-07-21
JPM#3 CAMERON INTERNATIONAL CORPORATION - 6 SH P 2014-10-29 2015-07-21
JPM#3 DXP ENTERPRISES INC - 27 SH P 2014-08-11 2015-07-21
JPM#3 DXP ENTERPRISES INC - 2 SH P 2014-12-22 2015-07-21
JPM#3 DXP ENTERPRISES INC - 5 SH P 2014-12-22 2015-07-21
JPM#3 DXP ENTERPRISES INC - 1 SH P 2014-12-22 2015-07-21
JPM#3 DXP ENTERPRISES INC - 2 SH P 2014-12-23 2015-07-21
JPM#3 DXP ENTERPRISES INC - 1 SH P 2014-12-23 2015-07-21
JPM#3 DOMINION RESOURCES INC - 21 SH P 2014-12-10 2015-07-21
JPM#3 DOMINION RESOURCES INC - 4 SH P 2014-12-22 2015-07-21
JPM#3 DOMINION RESOURCES INC - 5 SH P 2015-05-21 2015-07-21
JPM#3 KINDER MORGAN INC - 54 SH P 2014-08-11 2015-07-21
JPM#3 MASTEC INC - 38 SH P 2014-08-11 2015-07-21
JPM#3 MASTEC INC - 15 SH P 2014-08-18 2015-07-21
JPM#3 MASTEC INC - 18 SH P 2014-10-15 2015-07-21
JPM#3 MASTEC INC - 2 SH P 2014-10-16 2015-07-21
JPM#3 MASTEC INC - 14 SH P 2015-06-12 2015-07-21
JPM#3 AMERICAN WATER WORKS CO INC - 41 SH P 2014-08-11 2015-07-21
JPM#3 AMERICAN WATER WORKS CO INC - 11 SH P 2014-12-19 2015-07-21
JPM#3 AMERICAN WATER WORKS CO INC - 1 SH P 2015-04-24 2015-07-21
JPM#3 AMERICAN WATER WORKS CO INC - 4 SH P 2015-04-24 2015-07-21
JPM#3 AMERICAN WATER WORKS CO INC - 4 SH P 2015-04-27 2015-07-21
JPM#3 APACHE CORP - 13 SH P 2014-08-11 2015-07-21
JPM#3 APACHE CORP - 3 SH P 2014-10-29 2015-07-21
JPM#3 APACHE CORP - 3 SH P 2015-05-21 2015-07-21
JPM#3 CIMAREX ENERGY CO - 7 SH P 2014-10-20 2015-07-21
JPM#3 CIMAREX ENERGY CO - 2 SH P 2014-10-29 2015-07-21
JPM#3 CIMAREX ENERGY CO - 2 SH P 2015-01-08 2015-07-21
JPM#3 CIMAREX ENERGY CO - 1 SH P 2015-01-22 2015-07-21
JPM#3 CIMAREX ENERGY CO - 3 SH P 2015-02-13 2015-07-21
JPM#3 CIMAREX ENERGY CO - 2 SH P 2015-07-10 2015-07-21
JPM#3 DANAHER CORP - 41 SH P 2014-08-11 2015-07-21
JPM#3 EOG RESOURCES INC - 33 SH P 2014-08-11 2015-07-21
JPM#3 EOG RESOURCES INC - 5 SH P 2014-10-29 2015-07-21
JPM#3 EOG RESOURCES INC - 4 SH P 2015-02-17 2015-07-21
JPM#3 MARTIN MARIETTA MATERIALS - 13 SH P 2014-12-10 2015-07-21
JPM#3 MARTIN MARIETTA MATERIALS - 2 SH P 2014-12-12 2015-07-21
JPM#3 AGILENT TECHNOLOGIES INC - 36 SH P 2014-08-11 2015-07-21
JPM#3 COLOMBIA PIPELINE GROUP - 39 SH P 2014-08-11 2015-07-21
JPM#3 COLOMBIA PIPELINE GROUP - 9 SH P 2015-05-21 2015-07-21
JPM#3 COLOMBIA PIPELINE GROUP - 11 SH P 2015-05-21 2015-07-21
JPM#3 CONSOL ENERGY INC - 42 SH P 2014-08-11 2015-07-21
JPM#3 CONSOL ENERGY INC - 11 SH P 2014-10-02 2015-07-21
JPM#3 CONSOL ENERGY INC - 6 SH P 2014-10-08 2015-07-21
JPM#3 CONSOL ENERGY INC - 8 SH P 2014-12-10 2015-07-21
JPM#3 CONSOL ENERGY INC - 5 SH P 2015-05-21 2015-07-21
JPM#3 CONSOL ENERGY INC - 4 SH P 2015-05-21 2015-07-21
JPM#3 CONSOL ENERGY INC - 26 SH P 2015-06-26 2015-07-21
JPM#3 ECOLAB INC - 22 SH P 2014-08-11 2015-07-21
JPM#3 ECOLAB INC - 5 SH P 2014-12-15 2015-07-21
JPM#3 ECOLAB INC - 4 SH P 2015-03-19 2015-07-21
JPM#3 HESS CORP - 10 SH P 2014-08-11 2015-07-21
JPM#3 HESS CORP - 3 SH P 2014-10-29 2015-07-21
JPM#3 HESS CORP - 4 SH P 2015-03-27 2015-07-21
JPM#3 HESS CORP - 1 SH P 2015-03-30 2015-07-21
JPM#3 HESS CORP - 2 SH P 2015-07-09 2015-07-21
JPM#3 NISOURCE INC - 39 SH P 2014-08-11 2015-07-21
JPM#3 NISOURCE INC - 9 SH P 2015-05-21 2015-07-21
JPM#3 NISOURCE INC - 11 SH P 2015-05-21 2015-07-21
JPM#3 QUANTA SERVICES INC - 88 SH P 2014-08-11 2015-07-21
JPM#3 QUANTA SERVICES INC - 4 SH P 2014-08-18 2015-07-21
JPM#3 QUANTA SERVICES INC - 13 SH P 2014-10-15 2015-07-21
JPM#3 ROPER TECHNOLOGIES INC - 14 SH P 2014-08-11 2015-07-21
JPM#3 SEM GROUP CORP - 27 SH P 2014-08-11 2015-07-21
JPM#3 SEM GROUP CORP - 9 SH P 2014-12-10 2015-07-21
JPM#3 TIMKENSTEEL CORP - 1 SH P 2015-04-17 2015-07-21
JPM#3 TIMKENSTEEL CORP - 2 SH P 2014-12-29 2015-07-21
JPM#3 TIMKENSTEEL CORP - 12 SH P 2014-12-31 2015-07-21
JPM#3 TIMKENSTEEL CORP - 6 SH P 2014-12-31 2015-07-21
JPM#3 TIMKENSTEEL CORP - 16 SH P 2015-01-02 2015-07-21
JPM#3 TIMKENSTEEL CORP - 18 SH P 2015-01-05 2015-07-21
JPM#3 TIMKENSTEEL CORP - 14 SH P 2015-01-06 2015-07-21
JPM#3 TIMKENSTEEL CORP - 5 SH P 2015-01-07 2015-07-21
JPM#3 TIMKENSTEEL CORP - 14 SH P 2015-01-30 2015-07-21
JPM#3 TIMKENSTEEL CORP - 6 SH P 2015-04-17 2015-07-21
JPM#3 TIMKENSTEEL CORP - 7 SH P 2015-04-17 2015-07-21
JPM#3 WASTE CONNECTIONS INC - 24 SH P 2014-12-12 2015-07-21
JPM#3 WASTE CONNECTIONS INC - 9 SH P 2014-12-15 2015-07-21
JPM#3 WASTE CONNECTIONS INC - 20 SH P 2015-02-17 2015-07-21
JPM#3 XYLEM INCORPORATION - 5 SH P 2015-01-16 2015-07-21
JPM#3 XYLEM INCORPORATION - 17 SH P 2014-09-19 2015-07-21
JPM#3 XYLEM INCORPORATION - 5 SH P 2014-09-22 2015-07-21
JPM#3 XYLEM INCORPORATION - 9 SH P 2014-09-22 2015-07-21
JPM#3 XYLEM INCORPORATION - 9 SH P 2014-11-21 2015-07-21
JPM#3 XYLEM INCORPORATION - 9 SH P 2014-11-24 2015-07-21
JPM#3 XYLEM INCORPORATION - 6 SH P 2014-12-15 2015-07-21
JPM#3 XYLEM INCORPORATION - 12 SH P 2014-12-16 2015-07-21
JPM#3 XYLEM INCORPORATION - 8 SH P 2014-12-19 2015-07-21
JPM#3 XYLEM INCORPORATION - 5 SH P 2014-12-22 2015-07-21
JPM#3 XYLEM INCORPORATION - 8 SH P 2015-01-15 2015-07-21
JPM#3 PENTAIR LTD - 28 SH P 2014-08-11 2015-07-21
JPM#3 PENTAIR LTD - 5 SH P 2014-12-15 2015-07-21
JPM#3 PENTAIR LTD - 4 SH P 2014-12-19 2015-07-21
JPM#3 PENTAIR LTD - 6 SH P 2015-01-15 2015-07-21
JPM#3 BAKER HUGHES INC - 15 SH P 2014-08-11 2015-07-21
JPM#3 BAKER HUGHES INC - 6 SH P 2014-10-29 2015-07-21
JPM#3 CHICAGO BRIDGE & IRON CO - 36 SH P 2014-08-11 2015-07-21
JPM#3 CHICAGO BRIDGE & IRON CO - 2 SH P 2014-08-11 2015-07-21
JPM#3 CHICAGO BRIDGE & IRON CO - 15 SH P 2014-12-12 2015-07-21
JPM#3 CHICAGO BRIDGE & IRON CO - 8 SH P 2014-12-29 2015-07-21
JPM#3 CHICAGO BRIDGE & IRON CO - 8 SH P 2014-12-31 2015-07-21
JPM#3 CHICAGO BRIDGE & IRON CO - 1 SH P 2015-01-05 2015-07-21
JPM#3 CHICAGO BRIDGE & IRON CO - 2 SH P 2015-01-06 2015-07-21
JPM#3 CLEAN HARBORS INC - 87 SH P 2014-08-11 2015-07-21
JPM#3 CLEAN HARBORS INC - 4 SH P 2014-12-29 2015-07-21
JPM#3 CLEAN HARBORS INC - 6 SH P 2014-12-30 2015-07-21
JPM#3 CLEAN HARBORS INC - 1 SH P 2015-01-05 2015-07-21
JPM#3 CLEAN HARBORS INC - 1 SH P 2015-01-06 2015-07-21
JPM#3 DOW CHEMICAL CO - 6 SH P 2015-06-26 2015-07-21
JPM#3 DOW CHEMICAL CO - 9 SH P 2015-06-26 2015-07-21
JPM#3 DOW CHEMICAL CO - 14 SH P 2015-06-26 2015-07-21
JPM#3 ENERGEN CORP - 2 SH P 2014-08-11 2015-07-21
JPM#3 ENERGEN CORP - 7 SH P 2015-02-17 2015-07-21
JPM#3 ENERGEN CORP - 1 SH P 2014-08-11 2015-07-21
JPM#3 ENERGEN CORP - 4 SH P 2014-09-23 2015-07-21
JPM#3 ENERGEN CORP - 10 SH P 2014-09-23 2015-07-21
JPM#3 ENERGEN CORP - 5 SH P 2014-09-24 2015-07-21
JPM#3 ENERGEN CORP - 2 SH P 2014-09-24 2015-07-21
JPM#3 ENERGEN CORP - 1 SH P 2014-09-24 2015-07-21
JPM#3 ENERGEN CORP - 1 SH P 2014-09-23 2015-07-21
JPM#3 ENERGEN CORP - 5 SH P 2014-10-02 2015-07-21
JPM#3 ENERGEN CORP - 4 SH P 2014-10-29 2015-07-21
JPM#3 ENERGEN CORP - 5 SH P 2014-12-10 2015-07-21
JPM#3 EXXON MOBIL CORP - 15 SH P 2015-06-23 2015-07-21
JPM#3 HALLIBURTON CO - 18 SH P 2014-08-11 2015-07-21
JPM#3 HALLIBURTON CO - 8 SH P 2014-10-29 2015-07-21
JPM#3 IDEX CORP - 54 SH P 2014-08-11 2015-07-21
JPM#3 IDEX CORP - 1 SH P 2014-08-11 2015-07-21
JPM#3 IDEX CORP - 1 SH P 2014-08-11 2015-07-21
JPM#3 IDEX CORP - 1 SH P 2014-08-11 2015-07-21
JPM#3 MARATHON OIL CORP - 40 SH P 2014-08-11 2015-07-21
JPM#3 MARATHON OIL CORP - 13 SH P 2014-10-29 2015-07-21
JPM#3 OGE ENERGY CORP - 20 SH P 2015-04-21 2015-07-21
JPM#3 OGE ENERGY CORP - 21 SH P 2015-07-21 2015-07-21
JPM#3 PDC ENERGY CORP - 11 SH P 2014-08-11 2015-07-21
JPM#3 PDC ENERGY CORP - 4 SH P 2014-10-29 2015-07-21
JPM#3 PHILLIPS 66 - 16 SH P 2014-08-11 2015-07-21
JPM#3 PHILLIPS 66 - 4 SH P 2014-10-08 2015-07-21
JPM#3 PHILLIPS 66 - 6 SH P 2015-02-17 2015-07-21
JPM#3 SPX CORP - 4 SH   2015-07-02 2015-07-21
JPM#3 SPX CORP - 10 SH P 2015-07-02 2015-07-21
JPM#3 SPX CORP - 2 SH P 2015-07-06 2015-07-21
JPM#3 SPX CORP - 1 SH P 2015-07-06 2015-07-21
JPM#3 SPX CORP - 4 SH P 2015-07-06 2015-07-21
JPM#3 SOUTHWESTERN ENERGY CO - 71 SH P 2014-08-11 2015-07-21
JPM#3 SOUTHWESTERN ENERGY CO - 13 SH P 2014-10-02 2015-07-21
JPM#3 SOUTHWESTERN ENERGY CO - 8 SH P 2014-10-08 2015-07-21
JPM#3 SOUTHWESTERN ENERGY CO - 5 SH P 2014-10-17 2015-07-21
JPM#3 SOUTHWESTERN ENERGY CO - 9 SH P 2014-10-29 2015-07-21
JPM#3 SOUTHWESTERN ENERGY CO - 23 SH P 2015-01-22 2015-07-21
JPM#3 ANADARKO PETROLEUM CORP - 9 SH P 2014-10-20 2015-07-21
JPM#3 ANADARKO PETROLEUM CORP - 3 SH P 2014-10-29 2015-07-21
JPM#3 ANADARKO PETROLEUM CORP - 4 SH P 2014-12-17 2015-07-21
JPM#3 ANADARKO PETROLEUM CORP - 1 SH P 2015-01-08 2015-07-21
JPM#3 ANADARKO PETROLEUM CORP - 1 SH P 2015-02-19 2015-07-21
JPM#3 ANADARKO PETROLEUM CORP - 1 SH P 2015-02-19 2015-07-21
JPM#3 ANADARKO PETROLEUM CORP - 4 SH P 2015-06-04 2015-07-21
JPM#3 ANADARKO PETROLEUM CORP - 2 SH P 2015-07-09 2015-07-21
JPM#3 CARBO CERAMICS INC - 10 SH P 2014-12-29 2015-07-21
JPM#3 CARBO CERAMICS INC - 1 SH P 2014-09-19 2015-07-21
JPM#3 CARBO CERAMICS INC - 12 SH P 2014-09-26 2015-07-21
JPM#3 CARBO CERAMICS INC - 10 SH P 2014-12-30 2015-07-21
JPM#3 CARBO CERAMICS INC - 1 SH P 2014-12-31 2015-07-21
JPM#3 CARBO CERAMICS INC - 1 SH P 2015-01-02 2015-07-21
JPM#3 CARBO CERAMICS INC - 1 SH P 2015-01-06 2015-07-21
JPM#3 CARBO CERAMICS INC - 1 SH P 2015-01-05 2015-07-21
JPM#3 CARBO CERAMICS INC - 3 SH P 2015-01-07 2015-07-21
JPM#3 DEVON ENERGY CORP - 18 SH P 2014-08-11 2015-07-21
JPM#3 DEVON ENERGY CORP - 6 SH P 2014-10-29 2015-07-21
JPM#3 FLOWSERVE CORP - 84 SH P 2014-08-11 2015-07-21
JPM#3 FLOWSERVE CORP - 7 SH P 2014-09-23 2015-07-21
JPM#3 FLOWSERVE CORP - 2 SH P 2014-09-23 2015-07-21
JPM#3 FLOWSERVE CORP - 4 SH P 2014-08-11 2015-07-21
JPM#3 FLOWSERVE CORP - 6 SH P 2015-02-17 2015-07-21
JPM#3 FLOWSERVE CORP - 1 SH P 2015-03-24 2015-07-21
JPM#3 NEWFIELD EXPLORATION CO - 57 SH P 2014-08-11 2015-07-21
JPM#3 NEWFIELD EXPLORATION CO - 6 SH P 2014-10-15 2015-07-21
JPM#3 NEWFIELD EXPLORATION CO - 4 SH P 2014-08-11 2015-07-21
JPM#3 NEWFIELD EXPLORATION CO - 4 SH P 2014-08-11 2015-07-21
JPM#3 NEWFIELD EXPLORATION CO - 32 SH P 2015-06-17 2015-07-21
JPM#3 NEWFIELD EXPLORATION CO - 8 SH P 2015-07-10 2015-07-21
JPM#3 NOBLE ENERGY INC - 17 SH P 2014-08-11 2015-07-21
JPM#3 NOBLE ENERGY INC - 4 SH P 2014-09-03 2015-07-21
JPM#3 NOBLE ENERGY INC - 7 SH P 2014-10-29 2015-07-21
JPM#3 NOBLE ENERGY INC - 1 SH P 2015-01-22 2015-07-21
JPM#3 NOBLE ENERGY INC - 4 SH P 2015-05-14 2015-07-21
JPM#3 NOBLE ENERGY INC - 1 SH1 P 2015-06-05 2015-07-21
JPM#3 OCCIDENTAL PETROLEUM CORP - 13 SH P 2014-08-11 2015-07-21
JPM#3 OCCIDENTAL PETROLEUM CORP - 2 SH P 2014-10-29 2015-07-21
JPM#3 OCCIDENTAL PETROLEUM CORP - 2 SH P 2014-10-29 2015-07-21
JPM#3 PERKINELMER INC - 34 SH P 2014-08-11 2015-07-21
JPM#3 PERKINELMER INC - 8 SH P 2015-01-15 2015-07-21
JPM#3 PERKINELMER INC - 4 SH P 2015-01-16 2015-07-21
JPM#3 PERKINELMER INC - 4 SH P 2015-03-19 2015-07-21
JPM#3 PIONEER NATURAL RESOURCES CO - 8 SH P 2015-07-21 2015-07-24
JPM#3 PRAXAIR INC - 18 SH P 2014-08-11 2015-07-21
JPM#3 QUESTAR CORP - 82 SH P 2014-08-11 2015-07-21
JPM#3 RANGE RESOURCES CORP - 22 SH P 2015-03-20 2015-07-21
JPM#3 RANGE RESOURCES CORP - 7 SH P 2015-06-05 2015-07-21
JPM#3 ROYAL DUTCH SHELL PLC ADR - 12 SH P 2014-08-11 2015-07-21
JPM#3 ROYAL DUTCH SHELL PLC ADR - 5 SH P 2014-09-03 2015-07-21
JPM#3 ROYAL DUTCH SHELL PLC ADR - 5 SH P 2014-10-29 2015-07-21
JPM#3 SCHULEMBERGER LTD - 15 SH P 2015-07-21 2015-07-24
JPM#3 TRINITY INDUSTRIES INC - 27 SH P 2014-08-11 2015-07-21
JPM#3 TRINITY INDUSTRIES INC - 5 SH P 2014-08-11 2015-07-21
JPM#3 TRINITY INDUSTRIES INC - 2 SH P 2014-11-05 2015-07-21
JPM#3 TRINITY INDUSTRIES INC - 3 SH P 2014-08-11 2015-07-21
JPM#3 PERKINELMER INC - 6 SH P 2015-06-12 2015-06-17
JPM#3 PERKINELMER INC - 1 SH P 2015-06-12 2015-06-17
JPM#3 PERKINELMER INC - 1 SH P 2015-06-15 2015-06-18
JPM#3 PERKINELMER INC - 3 SH P 2015-06-15 2015-06-18
JPM#3 WILLIAMS COMPANIES INC - 20 SH P 2014-08-11 2015-06-22
JPM#3 WILLIAMS COMPANIES INC - 1 SH P 2014-08-11 2015-06-23
JPM#3 WILLIAMS COMPANIES INC - 9 SH P 2014-10-29 2015-06-23
JPM#3 WILLIAMS COMPANIES INC - 1 SH P 2015-01-08 2015-06-23
JPM#3 NEWFIELD EXPLORATION CO - 12 SH P 2014-08-11 2015-05-04
JPM#3 CARBO CERAMICS INC - 2 SH P 2014-08-11 2015-05-19
JPM#3 CARBO CERAMICS INC - 1 SH P 2014-08-11 2015-05-19
JPM#3 CARBO CERAMICS INC - 3 SH P 2014-08-11 2015-05-19
JPM#3 CARBO CERAMICS INC - 4 SH P 2014-09-19 2015-05-19
JPM#3 CHICAGO BRIDGE & IRON CO - 13 SH P 2014-08-11 2015-05-19
JPM#3 PHILLIPS 66 - 5 SH P 2015-05-21 2015-05-27
JPM#3 AXIALL CORPORATION - 1 SH P 2014-12-22 2015-05-21
JPM#3 AXIALL CORPORATION - 3 SH P 2014-08-11 2015-05-21
JPM#3 QUESTAR CORP - 11 SH P 2015-05-21 2015-05-27
JPM#3 AXIALL CORPORATION - 2 SH P 2014-08-11 2015-05-21
JPM#3 AXIALL CORPORATION - 3 SH P 2014-08-11 2015-05-21
JPM#3 ENERGEN CORP - 5 SH P 2015-05-21 2015-05-27
JPM#3 ENERGEN CORP - 4 SH P 2015-05-21 2015-05-27
JPM#3 QUESTAR CORP - 1 SH P 2015-05-21 2015-05-27
JPM#3 QUESTAR CORP - 8 SH P 2015-05-21 2015-05-27
JPM#3 EOG RESOURCES INC - 8 SH P 2015-05-21 2015-05-27
JPM#3 PHILLIPS 66 - 4 SH P 2015-05-21 2015-05-27
JPM#3 AXIALL CORPORATION - 6 SH P 2014-08-11 2015-05-22
JPM#3 QUESTAR CORP - 5 SH P 2015-05-22 2015-05-28
JPM#3 QUESTAR CORP - 3 SH P 2015-05-22 2015-05-28
JPM#3 QEP RESOURCES INC - 8 SH P 2015-03-27 2015-04-01
JPM#3 QEP RESOURCES INC - 45 SH P 2015-03-30 2015-04-02
JPM#3 NEWFIELD EXPLORATION CO - 11 SH P 2014-08-11 2015-04-09
JPM#3 AGILENT TECHNOLOGIES INC - 6 SH P 2015-03-19 2015-03-24
JPM#3 ROPER INDUSTRIES INC - 3 SH P 2015-03-19 2015-03-24
JPM#3 SEMPRA ENERGY - 17 SH P 2015-02-17 2015-02-20
JPM#3 FLUOR CORP - 34 SH P 2015-02-17 2015-02-20
JPM#3 CARBO CERAMICS INC - 1 SH P 2015-02-19 2015-02-24
JPM#3 CARBO CERAMICS INC - 4 SH P 2014-08-11 2015-02-19
JPM#3 CARBO CERAMICS INC - 8 SH P 2014-08-11 2015-02-24
JPM#3 CARBO CERAMICS INC - 2 SH P 2014-08-11 2015-02-24
JPM#3 CARBO CERAMICS INC - 1 SH P 2014-08-11 2015-02-24
JPM#3 CARBO CERAMICS INC - 7 SH P 2014-08-11 2015-02-24
JPM#3 AGCO CORP - 19 SH P 2014-12-31 2015-01-02
JPM#3 DARLING INGREDIENTS INC - 14 SH P 2015-12-31 2015-01-02
JPM#3 TIMKEN CO - 9 SH P 2014-12-31 2015-01-02
JPM#3 AGCO CORP - 23 SH P 2014-08-11 2014-12-31
JPM#3 DARLING INGREDIENTS INC - 17 SH P 2014-12-31 2015-01-02
JPM#3 TIMKEN CO - 10 SH P 2014-08-11 2014-12-31
JPM#3 TIMKEN CO - 17 SH P 2015-01-02 2015-01-05
JPM#3 DARLING INGREDIENTS INC - 36 SH P 2015-01-02 2015-01-05
JPM#3 SKF AB SPONS ADR PAR - 30 SH P 2015-01-02 2015-01-05
JPM#3 SKF AB SPONS ADR PAR - 5 SH P 2015-01-05 2015-01-06
JPM#3 TIMKEN CO - 2 SH P 2015-01-05 2015-01-06
JPM#3 TIMKEN CO - 9 SH P 2015-01-05 2015-01-06
JPM#3 DARLING INGREDIENTS INC - 53 SH P 2015-01-05 2015-01-06
JPM#3 SKF AB SPONS ADR PAR - 46 SH P 2015-01-07 2015-01-08
JPM#3 ENERGEN CORP - 2 SH P 2015-01-08 2015-01-13
JPM#3 FLOWSERVE CORP - 22 SH P 2014-08-11 2015-01-15
JPM#3 SCHULEMBERGER LTD - 6 SH P 2015-01-15 2015-01-21
JPM#3 FLOWSERVE CORP - 2 SH P 2014-08-11 2015-01-16
JPM#3 FLOWSERVE CORP - 5 SH P 2014-08-11 2015-01-16
JPM#3 FLOWSERVE CORP - 5 SH P 2014-08-11 2015-01-16
JPM#3 NABORS INDUSTRIES LTD - 66 SH P 2014-08-11 2015-01-22
JPM#3 NABORS INDUSTRIES LTD - 19 SH P 2014-10-29 2015-01-22
JPM#3 KINDER MORGAN MANAGEMENT - CIL P 2014-12-02 2014-12-02
JPM#3 HALLIBURTON CO - 10 SH P 2014-08-11 2014-12-01
JPM#3 BAKER HUGHES INC - 8 SH P 2014-08-11 2014-12-01
JPM#3 CALIFORNIA RESOURCES COR - 6 SH P 2014-12-02 2014-12-05
JPM#3 AIRGAS INC - 5 SH P 2014-08-11 2014-12-10
JPM#3 HONEYWELL INTERNATIONAL INC - 3 SH P 2014-08-11 2014-12-10
JPM#3 DTE ENERGY CO - 18 SH P 2014-08-11 2014-12-10
JPM#3 NISOURCE INC - 12 SH P 2014-08-11 2014-12-10
JPM#3 NUCOR CORP - 10 SH P 2014-08-11 2014-12-10
JPM#3 QUESTAR CORP - 27 SH P 2014-08-11 2014-12-10
JPM#3 KINDER MORGAN INC - CIL P 2014-12-16 2014-12-16
JPM#3 MRC GLOBAL INC - 55 SH P 2014-08-11 2014-12-12
JPM#3 SEMPRA ENERGY - 4 SH P 2014-08-11 2014-12-12
JPM#3 IDEX CORP - 4 SH P 2014-08-11 2014-12-12
JPM#3 MRC GLOBAL INC - 2 SH P 2014-08-11 2014-12-15
JPM#3 MRC GLOBAL INC - 17 SH P 2014-10-02 2014-12-15
JPM#3 VEOLIA ENVIRONMENT ADR - 40 SH P 2014-08-11 2014-12-15
JPM#3 VEOLIA ENVIRONMENT ADR - 11 SH P 2014-08-11 2014-12-16
JPM#3 VEOLIA ENVIRONMENT ADR - 3 SH P 2014-08-11 2014-12-16
JPM#3 VEOLIA ENVIRONMENT ADR - 22 SH P 2014-08-11 2014-12-17
JPM#3 VEOLIA ENVIRONMENT ADR - 4 SH P 2014-08-11 2014-12-18
JPM#3 CHART INDUSTRIES INC - 8 SH P 2014-08-11 2014-12-19
JPM#3 CHART INDUSTRIES INC - 12 SH P 2014-08-11 2014-12-22
JPM#3 NUCOR CORP - 8 SH P 2014-08-11 2014-12-22
JPM#3 NUCOR CORP - 12 SH P 2014-08-11 2014-12-22
JPM#3 NUCOR CORP - 10 SH P 2014-08-11 2014-12-22
JPM#3 CHART INDUSTRIES INC - 9 SH P 2014-08-11 2014-12-23
JPM#3 CALIFORNIA RESOURCES COR - CIL P 2014-12-30 2014-12-30
JPM#3 CHART INDUSTRIES INC - 1 SH P 2014-08-11 2014-12-24
JPM#3 CHART INDUSTRIES INC - 5 SH P 2014-10-15 2014-12-24
JPM#3 MURPHY USA INC - 2 SH P 2014-08-11 2014-12-29
JPM#3 TRINITY INDUSTRIES INC - 11 SH P 2014-08-11 2014-12-29
JPM#3 AGCO CORP - 6 SH P 2014-08-11 2014-12-29
JPM#3 NEWFIELD EXPLORATION CO - 12 SH P 2014-08-11 2014-12-29
JPM#3 TIMKEN CO - 3 SH P 2014-08-11 2014-12-29
JPM#3 DARLING INGREDIENTS INC - 2 SH P 2014-08-11 2014-12-29
JPM#3 DARLING INGREDIENTS INC - 11 SH P 2014-08-11 2014-12-29
JPM#3 CHART INDUSTRIES INC - 2 SH P 2014-10-15 2014-12-26
JPM#3 TIMKEN CO - 13 SH P 2014-08-11 2014-12-30
JPM#3 TRINITY INDUSTRIES INC - 36 SH P 2014-08-11 2014-12-30
JPM#3 AGCO CORP - 15 SH P 2014-08-11 2014-12-30
JPM#3 NEWFIELD EXPLORATION CO - 46 SH P 2014-08-11 2014-12-30
JPM#3 SKF AB SPONS ADR PAR - 21 SH P 2014-12-31 2014-12-31
JPM#3 DARLING INGREDIENTS INC - 34 SH P 2014-12-30 2014-12-31
JPM#3 NEWFIELD EXPLORATION CO - 4 SH P 2014-10-30 2014-11-04
JPM#3 TRINITY INDUSTRIES INC - 8 SH P 2014-10-30 2014-11-04
JPM#3 CARBO CERAMICS INC - 6 SH P 2014-08-11 2014-10-30
JPM#3 CARBO CERAMICS INC - 1 SH P 2014-08-29 2014-10-30
JPM#3 FLOWSERVE CORP - 4 SH P 2014-08-14 2014-10-30
JPM#3 SKF AB SPONS ADR PAR - 13 SH P 2014-08-11 2014-10-30
JPM#3 CLEAN HARBORS INC - 10 SH P 2014-08-11 2014-10-30
JPM#3 IDEX CORP - 2 SH P 2014-08-11 2014-10-30
JPM#3 AGCO CORP - 12 SH P 2014-08-11 2014-10-30
JPM#3 CHICAGO BRIDGE & IRON CO - 9 SH P 2014-08-11 2014-10-30
JPM#3 MURPHY USA INC - 4 SH P 2014-10-24 2014-10-30
JPM#3 DARLING INGREDIENTS INC - 16 SH P 2014-08-11 2014-10-30
JPM#3 TIMKEN CO - 4 SH P 2014-08-11 2014-10-30
JPM#3 AGCO CORP - 2 SH P 2014-08-11 2014-10-31
JPM#3 DARLING INGREDIENTS INC - 12 SH P 2014-08-11 2014-10-31
JPM#3 MURPHY USA INC - 1 SH P 2014-10-24 2014-10-31
JPM#3 TIMKEN CO - 7 SH P 2014-08-11 2014-10-31
JPM#3 IDEX CORP - 3 SH P 2014-08-11 2014-10-31
JPM#3 SUPERIOR ENERGY SERVICES INC - 24 SH P 2014-08-11 2014-11-19
JPM#3 SUPERIOR ENERGY SERVICES INC - 1 SH P 2014-08-11 2014-11-19
JPM#3 SUPERIOR ENERGY SERVICES INC - 4 SH P 2014-08-11 2014-11-19
JPM#3 SUPERIOR ENERGY SERVICES INC - 4 SH P 2014-08-11 2014-11-20
JPM#3 SUPERIOR ENERGY SERVICES INC - 8 SH P 2014-08-11 2014-11-20
JPM#3 KEYSIGHT TECHNOLOGIES INC - 6 SH P 2014-08-11 2014-11-21
JPM#3 KEYSIGHT TECHNOLOGIES INC - 3 SH P 2014-08-18 2014-11-21
JPM#3 KEYSIGHT TECHNOLOGIES INC - 12 SH P 2014-08-11 2014-11-24
JPM#3 SEM GROUP CORP - 8 SH P 2014-08-11 2014-10-02
JPM#3 DTE ENERGY CO - 5 SH P 2014-08-11 2014-10-02
JPM#3 NISOURCE INC - 6 SH P 2014-08-11 2014-10-02
JPM#3 SEMPRA ENERGY - 3 SH P 2014-08-11 2014-10-02
JPM#3 SEMPRA ENERGY - 6 SH P 2014-08-11 2014-10-08
JPM#3 TETRA TECH INC NEW - 21 SH P 2014-08-11 2014-10-15
JPM#3 URS CORP - 34 SH P 2014-08-11 2014-10-15
JPM#3 TETRA TECH INC NEW - 17 SH P 2014-08-11 2014-10-16
JPM#3 TETRA TECH INC NEW - 10 SH P 2014-08-11 2014-10-17
JPM#3 STATOIL ASA SPONS ADR - 35 SH P 2014-08-11 2014-10-20
JPM#3 STATOIL ASA SPONS ADR - 10 SH P 2014-09-03 2014-10-20
JPM#3 TETRA TECH INC NEW - 6 SH P 2014-08-11 2014-10-20
JPM#3 TETRA TECH INC NEW - 16 SH P 2014-08-11 2014-10-21
JPM#3 ROPER INDUSTRIES INC - 1 SH P 2014-08-11 2014-09-22
JPM#3 EQT CORPORATION - 10 SH P 2014-08-11 2014-09-23
JPM#3 MARATHON PETROLEUM CORP - 15 SH P 2014-08-11 2014-09-23
JPM#3 EQT CORPORATION - 2 SH P 2014-08-11 2014-09-23
JPM#3 TRINITY INDUSTRIES INC - 6 SH P 2014-08-11 2014-08-29
JPM#3 RANGE RESOURCES CORP - 14 SH P 2014-08-11 2014-09-03
JPM#3 AMERICAN WATER WORKS CO INC - 8 SH P 2014-08-11 2014-09-19
JPM#3 ROPER INDUSTRIES INC - 4 SH P 2014-08-11 2014-09-19
JPM#3 PENTAIR LTD - 9 SH P 2014-08-11 2014-08-18
JPM#3 IDEX CORP - 6 SH P 2014-08-11 2014-08-18
JPM#3 COLOMBIA PIPELINE GRP SPIN-OFF 59 SH P   2015-07-02
MISC LITIGATION SETTLEMENTS P   2015-07-31
(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 4     4
b 37,083   35,860 1,223
c     2 -2
d 10     10
e     9 -9
53,455   16,947 36,508
      0
      0
    14 -14
4,784   3,376 1,408
14,352   8,007 6,345
34,823   5,818 29,005
139,293   39,647 99,646
6,370   1,543 4,827
12,250   5,512 6,738
8,454   3,725 4,729
7,499   4,392 3,107
395   109 286
772   394 378
5,035   1,152 3,883
5,519   1,955 3,564
3,011   1,952 1,059
11,400     11,400
    10 -10
28     28
12     12
7,957   6,271 1,686
3,979   3,261 718
3,979   3,101 878
3,979   3,590 389
5,422   5,879 -457
4,373   4,703 -330
4,420   4,392 28
10,665   5,749 4,916
4,040   2,073 1,967
6,630   4,425 2,205
6,653   4,425 2,228
2,218   1,437 781
4,031   2,073 1,958
2,197   1,437 760
6,573   4,311 2,262
8,111   7,491 620
12,795   10,346 2,449
4,225   3,449 776
12,554   10,346 2,208
22,721   29,839 -7,118
8,324   6,093 2,231
34,349   36,779 -2,430
4,681   4,481 200
4,681   4,488 193
4,681   4,485 196
5,250   4,479 771
6,904   6,722 182
4,602   4,463 139
1,144   1,116 28
2,286   2,232 54
7,733   6,186 1,547
2,282   2,232 50
7,972   7,811 161
1,139   1,111 28
4,598   4,444 154
2,294   2,215 79
2,278   1,036 1,242
4,552   2,073 2,479
7,733   4,267 3,466
7,999   5,924 2,075
6,000   3,922 2,078
2,918   3,455 -537
730   867 -137
5,091   5,339 -248
10,040   3,911 6,129
7,809   3,095 4,714
31,276   27,461 3,815
1,713   1,447 266
1,713   1,780 -67
14,888   11,503 3,385
3,030   3,727 -697
15,149   17,944 -2,795
2,685   1,465 1,220
16,108   10,794 5,314
5,123   5,183 -60
5,114   5,183 -69
5,088   2,032 3,056
10,030   4,146 5,884
5,033   1,738 3,295
20,786   8,255 12,531
10,280   4,146 6,134
4,905   1,927 2,978
16,399   4,508 11,891
15,162   4,182 10,980
7,999   6,538 1,461
31,850   28,286 3,564
11,410   11,497 -87
15,947   14,471 1,476
37,601   38,234 -633
19,612   16,317 3,295
16,632   18,349 -1,717
21,742   22,122 -380
9,918   8,033 1,885
17,412   14,175 3,237
11,652   11,926 -274
19,989   21,458 -1,469
22,464   21,894 570
16,997   16,872 125
13,437   12,584 853
12,253   12,198 55
29,357   32,256 -2,899
39,079   42,916 -3,837
17,593   14,471 3,122
17,593   14,188 3,405
26,589   30,582 -3,993
20,274   20,420 -146
45,639   47,387 -1,748
52,064   33,123 18,941
6,612   2,876 3,736
26,714   16,582 10,132
34,023   27,272 6,751
42,542   46,558 -4,016
11,772   2,604 9,168
50,812   27,452 23,360
26,214   26,064 150
27,125   26,701 424
54,250   50,844 3,406
25,172   25,884 -712
16,379   12,505 3,874
29,020   21,649 7,371
38,693   30,598 8,095
40,706   46,407 -5,701
67,468   65,712 1,756
52,907   52,990 -83
26,810   26,670 140
67,081   63,230 3,851
80,971   69,985 10,986
52,200   51,166 1,034
92     92
47,612   48,196 -584
26,050   26,558 -508
26,050   26,502 -452
50,000   57,416 -7,416
24,146   26,146 -2,000
32,194   35,263 -3,069
24,146   25,476 -1,330
49,848   45,761 4,087
58,230   65,270 -7,040
6,470   7,249 -779
18,167   9,151 9,016
25,519   5,549 19,970
34,265   6,588 27,677
19,118   15,299 3,819
75,442   78,008 -2,566
75,000   75,750 -750
48,772   59,904 -11,132
39,606   93,000 -53,394
38,443   23,225 15,218
10,645   4,575 6,070
23,986   71,247 -47,261
29,430   46,594 -17,164
13,731   13,084 647
27,461   26,767 694
58,158   71,474 -13,316
6,083   5,085 998
30,414   26,211 4,203
18,384   15,403 2,981
30,639   25,662 4,977
39,240   57,300 -18,060
1,128   1,166 -38
46,999   39,502 7,497
209   216 -7
31,333   30,932 401
146   151 -5
19,406   20,066 -660
41,611   19,388 22,223
14,473   6,667 7,806
51,719   50,000 1,719
46,000   55,500 -9,500
55,402   52,340 3,062
67,681   65,971 1,710
24,033   12,982 11,051
44,470   21,149 23,321
60,027   45,967 14,060
996   937 59
982   937 45
1,968   1,873 95
987   937 50
25,027   24,905 122
50,000   50,000 0
20,247   21,747 -1,500
17,684   34,367 -16,683
7,230   6,873 357
17,035   17,501 -466
25,661   29,112 -3,451
14,950   13,829 1,121
2,659   2,397 262
13,295   12,037 1,258
8,480   8,236 244
20,520   12,944 7,576
10,260   4,908 5,352
11,772   7,767 4,005
29,363   18,430 10,933
14,362   8,774 5,588
22,980   14,350 8,630
47   72 -25
15,057   20,554 -5,497
3,764   5,049 -1,285
7,342   4,031 3,311
8,384   7,864 520
13,288   9,351 3,937
17,528   11,513 6,015
15,761   11,501 4,260
17,260   16,587 673
41,480   24,430 17,050
10,039   9,233 806
5,020   3,554 1,466
23,388   13,242 10,146
7,016   3,789 3,227
12,540   8,619 3,921
5,056   2,709 2,347
14,123   16,121 -1,998
7,062   8,381 -1,319
3,531   3,978 -447
4,000   2,656 1,344
29,926   12,737 17,189
7,060   3,945 3,115
31,769   24,809 6,960
16,570   20,562 -3,992
17,500   14,409 3,091
16,578   14,319 2,259
11,052   9,379 1,673
23,543   14,557 8,986
8,001   8,294 -293
10,892   7,106 3,786
942   798 144
8,384   6,020 2,364
10,000   4,540 5,460
24,990   11,647 13,343
20,568   8,111 12,457
12,039   2,931 9,108
8,815   2,199 6,616
19,850   5,130 14,720
2,534   2,250 284
35,479   29,572 5,907
7,603   4,311 3,292
25,045   15,938 9,107
14,899   6,083 8,816
9,933   4,881 5,052
9,933   4,950 4,983
16,448   10,910 5,538
13,442   14,773 -1,331
7,685   4,745 2,940
7,685   4,990 2,695
7,671   4,745 2,926
19,606   9,518 10,088
7,047   6,404 643
7,867   2,831 5,036
31,004   38,699 -7,695
21,142   14,971 6,171
727   647 80
323   302 21
646   582 64
16,502   11,487 5,015
8,251   5,599 2,652
21,735   30,906 -9,171
6,072   4,676 1,396
17,540   18,290 -750
5,342   4,500 842
10,237   4,950 5,287
17,739   9,474 8,265
8,350   8,677 -327
8,711   2,912 5,799
20,876   11,843 9,033
16,170   5,824 10,346
7,464   6,749 715
9     9
18,300   40,084 -21,784
24,000   35,244 -11,244
6,000   8,858 -2,858
21,938   25,609 -3,671
21,713   19,695 2,018
10,825   10,292 533
9,000   10,106 -1,106
13,556   15,000 -1,444
7,425   9,625 -2,200
3,725   4,813 -1,088
10,513   9,700 813
3,863   5,038 -1,175
3,850   5,050 -1,200
3,850   5,038 -1,188
7,975   10,075 -2,100
10,500   10,425 75
5,250   5,137 113
4,850   10,288 -5,438
5,780   13,302 -7,522
15,825   14,850 975
5,275   4,899 376
28,400   39,350 -10,950
19,000   40,400 -21,400
7,590   17,998 -10,408
7,875   20,895 -13,020
4,037   1,876 2,161
1,277   1,082 195
1,170   1,000 170
1,735   1,478 257
580   503 77
2,092   1,814 278
580   492 88
2,403   2,443 -40
1,450   1,355 95
557   521 36
2,452   1,778 674
2,416   2,449 -33
682   628 54
43   39 4
1,568   1,144 424
855   629 226
84   78 6
1,174   1,099 75
168   157 11
168   157 11
1,454   1,262 192
80   81 -1
1,583   1,629 -46
1,357   1,250 107
1,610   1,633 -23
99   102 -3
2,231   1,055 1,176
31   27 4
2,144   1,792 352
1,531   1,120 411
740   702 38
617   586 31
971   657 314
747   520 227
1,161   994 167
1,624   762 862
939   811 128
504   430 74
1,180   984 196
697   713 -16
794   729 65
898   658 240
725   735 -10
826   780 46
82   78 4
755   505 250
74   51 23
7,012   6,872 140
5,614   6,588 -974
4,587   5,121 -534
1,165   1,609 -444
2,486   3,448 -962
1,725   821 904
618   455 163
742   546 196
965   699 266
1,105   1,120 -15
1,079   1,062 17
507   472 35
465   432 33
1,312   1,049 263
1,418   1,204 214
783   730 53
224   210 14
1,296   856 440
6,427   6,691 -264
12,072   12,887 -815
2,421   2,761 -340
48   54 -6
28   32 -4
8   9 -1
100   113 -13
3,311   3,398 -87
2,077   2,134 -57
28     28
325   360 -35
217   240 -23
108   120 -12
974   1,064 -90
866   951 -85
541   599 -58
109   118 -9
218   240 -22
109   120 -11
109   121 -12
655   724 -69
218   241 -23
218   241 -23
217   241 -24
26,106   27,111 -1,005
367   351 16
157   153 4
524   509 15
994   952 42
2,619   2,507 112
1,099   875 224
737   702 35
1,147   907 240
4,551   3,595 956
2,134   1,923 211
2,378   1,791 587
264   195 69
926   682 244
28,371   50,000 -21,629
620   561 59
451   557 -106
558   696 -138
37   46 -9
112   120 -8
295   319 -24
918   939 -21
57   75 -18
19   24 -5
364   469 -105
38   49 -11
211   271 -60
15,849   19,663 -3,814
3,984   4,440 -456
3,604   3,852 -248
2,396   2,621 -225
2,154   2,834 -680
223   290 -67
74   98 -24
148   197 -49
955   1,230 -275
368   455 -87
2,450   2,962 -512
2,319   2,060 259
1,875   2,378 -503
1,361   2,145 -784
454   483 -29
378   392 -14
378   400 -22
2,179   2,549 -370
2,086   1,932 154
2,010   1,928 82
578   762 -184
304   383 -79
122   154 -32
61   76 -15
61   77 -16
30   38 -8
182   216 -34
838   1,242 -404
296   354 -58
1,076   2,089 -1,013
80   101 -21
199   250 -51
40   51 -11
79   104 -25
40   52 -12
1,444   1,525 -81
275   305 -30
344   360 -16
1,933   2,052 -119
688   1,064 -376
272   443 -171
326   410 -84
36   48 -12
253   269 -16
2,080   1,978 102
558   577 -19
50   55 -5
203   222 -19
203   221 -18
618   1,308 -690
142   231 -89
143   187 -44
723   768 -45
207   226 -19
206   201 5
103   101 2
310   335 -25
206   212 -6
3,597   3,094 503
2,552   3,574 -1,022
387   468 -81
309   385 -76
2,083   1,443 640
320   217 103
1,426   1,447 -21
1,150   2,396 -1,246
265   696 -431
324   849 -525
734   1,705 -971
192   397 -205
105   204 -99
140   281 -141
87   159 -72
70   127 -57
455   588 -133
2,476   2,410 66
563   512 51
450   460 -10
592   1,005 -413
177   251 -74
237   270 -33
59   68 -9
118   129 -11
655   524 131
151   152 -1
185   186 -1
2,473   3,076 -603
112   141 -29
366   393 -27
2,448   2,068 380
2,039   2,226 -187
680   592 88
21   27 -6
42   70 -28
253   439 -186
127   221 -94
338   585 -247
380   652 -272
295   498 -203
106   173 -67
295   385 -90
127   163 -36
148   189 -41
1,148   1,038 110
430   391 39
957   933 24
176   172 4
598   641 -43
176   187 -11
317   336 -19
317   344 -27
316   346 -30
211   218 -7
422   439 -17
281   309 -28
176   193 -17
281   275 6
1,725   1,913 -188
308   300 8
247   265 -18
370   392 -22
909   1,040 -131
364   318 46
1,760   2,175 -415
97   104 -7
733   597 136
391   344 47
391   340 51
49   40 9
98   78 20
4,391   5,094 -703
202   204 -2
303   292 11
50   47 3
50   46 4
300   317 -17
451   474 -23
701   737 -36
115   146 -31
401   490 -89
57   79 -22
229   295 -66
573   737 -164
286   369 -83
115   147 -32
57   73 -16
57   74 -17
286   343 -57
229   260 -31
286   281 5
1,224   1,276 -52
753   1,253 -500
334   440 -106
4,114   4,133 -19
76   81 -5
76   80 -4
76   78 -2
927   1,569 -642
301   451 -150
561   654 -93
590   682 -92
482   671 -189
175   179 -4
1,311   1,335 -24
328   310 18
491   460 31
263   285 -22
657   711 -54
131   141 -10
65   70 -5
263   281 -18
1,454   2,824 -1,370
266   445 -179
164   272 -108
102   161 -59
184   290 -106
471   576 -105
660   809 -149
220   277 -57
293   312 -19
73   79 -6
73   86 -13
73   86 -13
293   334 -41
147   153 -6
338   401 -63
34   88 -54
405   768 -363
338   407 -69
34   39 -5
34   40 -6
34   37 -3
33   39 -6
101   109 -8
938   1,342 -404
312   362 -50
4,048   6,197 -2,149
337   509 -172
97   146 -49
193   306 -113
289   356 -67
48   57 -9
1,928   2,330 -402
203   156 47
135   140 -5
135   151 -16
1,082   1,188 -106
271   285 -14
627   1,201 -574
148   285 -137
258   415 -157
36   46 -10
148   178 -30
406   492 -86
913   1,261 -348
141   172 -31
140   171 -31
1,764   1,536 228
415   341 74
208   172 36
208   199 9
989   1,534 -545
2,077   2,333 -256
1,767   1,811 -44
907   1,085 -178
288   386 -98
684   966 -282
285   404 -119
285   360 -75
1,265   1,590 -325
710   1,177 -467
131   207 -76
53   69 -16
79   130 -51
313   299 14
52   50 2
52   50 2
155   149 6
1,199   1,138 61
59   57 2
529   498 31
59   43 16
465   490 -25
78   201 -123
39   100 -61
118   322 -204
157   353 -196
740   785 -45
405   417 -12
37   40 -3
110   120 -10
251   243 8
73   80 -7
109   120 -11
348   393 -45
278   315 -37
23   22 1
182   177 5
728   866 -138
324   334 -10
213   240 -27
114   110 4
68   66 2
169   276 -107
948   1,442 -494
408   449 -41
252   254 -2
506   443 63
1,809   1,723 86
1,958   2,458 -500
40   40 0
159   294 -135
299   859 -560
74   215 -141
37   107 -70
258   751 -493
860   934 -74
255   273 -18
390   412 -22
1,041   1,130 -89
309   332 -23
429   458 -29
721   779 -58
653   702 -49
624   726 -102
101   121 -20
84   92 -8
374   412 -38
957   1,034 -77
931   1,113 -182
123   123 0
1,228   1,336 -108
459   659 -200
110   153 -43
275   392 -117
275   392 -117
715   1,797 -1,082
206   344 -138
33     33
409   696 -287
450   554 -104
43   58 -15
561   546 15
295   281 14
1,484   1,345 139
493   449 44
535   513 22
661   596 65
26     26
781   1,388 -607
435   405 30
298   298 0
28   51 -23
235   382 -147
682   673 9
192   185 7
53   50 3
384   370 14
72   67 5
280   554 -274
404   831 -427
394   411 -17
588   616 -28
491   513 -22
310   623 -313
5     5
34   69 -35
170   222 -52
138   104 34
321   480 -159
279   295 -16
329   491 -162
132   137 -5
36   39 -3
199   224 -25
69   89 -20
567   595 -28
1,020   1,570 -550
687   737 -50
1,255   1,881 -626
447   508 -61
618   663 -45
128   128 0
275   275 0
300   644 -344
50   108 -58
265   295 -30
260   315 -55
490   586 -96
148   153 -5
523   590 -67
484   530 -46
227   222 5
276   288 -12
166   183 -17
88   98 -10
210   234 -24
57   56 1
296   321 -25
224   230 -6
582   742 -160
24   34 -10
96   137 -41
100   137 -37
199   284 -85
193   184 9
97   97 0
390   368 22
652   659 -7
382   374 8
243   225 18
315   304 11
641   608 33
507   541 -34
1,798   1,982 -184
414   438 -24
247   258 -11
798   1,019 -221
228   292 -64
148   155 -7
398   413 -15
148   148 0
918   946 -28
1,274   1,310 -36
184   189 -5
290   262 28
1,066   1,062 4
394   386 8
599   591 8
624   615 9
463   459 4
2,402     2,402
1,051     1,051
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       4
b       1,223
c       -2
d       10
e       -9
      36,508
      0
      0
      -14
      1,408
      6,345
      29,005
      99,646
      4,827
      6,738
      4,729
      3,107
      286
      378
      3,883
      3,564
      1,059
      11,400
      -10
      28
      12
      1,686
      718
      878
      389
      -457
      -330
      28
      4,916
      1,967
      2,205
      2,228
      781
      1,958
      760
      2,262
      620
      2,449
      776
      2,208
      -7,118
      2,231
      -2,430
      200
      193
      196
      771
      182
      139
      28
      54
      1,547
      50
      161
      28
      154
      79
      1,242
      2,479
      3,466
      2,075
      2,078
      -537
      -137
      -248
      6,129
      4,714
      3,815
      266
      -67
      3,385
      -697
      -2,795
      1,220
      5,314
      -60
      -69
      3,056
      5,884
      3,295
      12,531
      6,134
      2,978
      11,891
      10,980
      1,461
      3,564
      -87
      1,476
      -633
      3,295
      -1,717
      -380
      1,885
      3,237
      -274
      -1,469
      570
      125
      853
      55
      -2,899
      -3,837
      3,122
      3,405
      -3,993
      -146
      -1,748
      18,941
      3,736
      10,132
      6,751
      -4,016
      9,168
      23,360
      150
      424
      3,406
      -712
      3,874
      7,371
      8,095
      -5,701
      1,756
      -83
      140
      3,851
      10,986
      1,034
      92
      -584
      -508
      -452
      -7,416
      -2,000
      -3,069
      -1,330
      4,087
      -7,040
      -779
      9,016
      19,970
      27,677
      3,819
      -2,566
      -750
      -11,132
      -53,394
      15,218
      6,070
      -47,261
      -17,164
      647
      694
      -13,316
      998
      4,203
      2,981
      4,977
      -18,060
      -38
      7,497
      -7
      401
      -5
      -660
      22,223
      7,806
      1,719
      -9,500
      3,062
      1,710
      11,051
      23,321
      14,060
      59
      45
      95
      50
      122
      0
      -1,500
      -16,683
      357
      -466
      -3,451
      1,121
      262
      1,258
      244
      7,576
      5,352
      4,005
      10,933
      5,588
      8,630
      -25
      -5,497
      -1,285
      3,311
      520
      3,937
      6,015
      4,260
      673
      17,050
      806
      1,466
      10,146
      3,227
      3,921
      2,347
      -1,998
      -1,319
      -447
      1,344
      17,189
      3,115
      6,960
      -3,992
      3,091
      2,259
      1,673
      8,986
      -293
      3,786
      144
      2,364
      5,460
      13,343
      12,457
      9,108
      6,616
      14,720
      284
      5,907
      3,292
      9,107
      8,816
      5,052
      4,983
      5,538
      -1,331
      2,940
      2,695
      2,926
      10,088
      643
      5,036
      -7,695
      6,171
      80
      21
      64
      5,015
      2,652
      -9,171
      1,396
      -750
      842
      5,287
      8,265
      -327
      5,799
      9,033
      10,346
      715
      9
      -21,784
      -11,244
      -2,858
      -3,671
      2,018
      533
      -1,106
      -1,444
      -2,200
      -1,088
      813
      -1,175
      -1,200
      -1,188
      -2,100
      75
      113
      -5,438
      -7,522
      975
      376
      -10,950
      -21,400
      -10,408
      -13,020
      2,161
      195
      170
      257
      77
      278
      88
      -40
      95
      36
      674
      -33
      54
      4
      424
      226
      6
      75
      11
      11
      192
      -1
      -46
      107
      -23
      -3
      1,176
      4
      352
      411
      38
      31
      314
      227
      167
      862
      128
      74
      196
      -16
      65
      240
      -10
      46
      4
      250
      23
      140
      -974
      -534
      -444
      -962
      904
      163
      196
      266
      -15
      17
      35
      33
      263
      214
      53
      14
      440
      -264
      -815
      -340
      -6
      -4
      -1
      -13
      -87
      -57
      28
      -35
      -23
      -12
      -90
      -85
      -58
      -9
      -22
      -11
      -12
      -69
      -23
      -23
      -24
      -1,005
      16
      4
      15
      42
      112
      224
      35
      240
      956
      211
      587
      69
      244
      -21,629
      59
      -106
      -138
      -9
      -8
      -24
      -21
      -18
      -5
      -105
      -11
      -60
      -3,814
      -456
      -248
      -225
      -680
      -67
      -24
      -49
      -275
      -87
      -512
      259
      -503
      -784
      -29
      -14
      -22
      -370
      154
      82
      -184
      -79
      -32
      -15
      -16
      -8
      -34
      -404
      -58
      -1,013
      -21
      -51
      -11
      -25
      -12
      -81
      -30
      -16
      -119
      -376
      -171
      -84
      -12
      -16
      102
      -19
      -5
      -19
      -18
      -690
      -89
      -44
      -45
      -19
      5
      2
      -25
      -6
      503
      -1,022
      -81
      -76
      640
      103
      -21
      -1,246
      -431
      -525
      -971
      -205
      -99
      -141
      -72
      -57
      -133
      66
      51
      -10
      -413
      -74
      -33
      -9
      -11
      131
      -1
      -1
      -603
      -29
      -27
      380
      -187
      88
      -6
      -28
      -186
      -94
      -247
      -272
      -203
      -67
      -90
      -36
      -41
      110
      39
      24
      4
      -43
      -11
      -19
      -27
      -30
      -7
      -17
      -28
      -17
      6
      -188
      8
      -18
      -22
      -131
      46
      -415
      -7
      136
      47
      51
      9
      20
      -703
      -2
      11
      3
      4
      -17
      -23
      -36
      -31
      -89
      -22
      -66
      -164
      -83
      -32
      -16
      -17
      -57
      -31
      5
      -52
      -500
      -106
      -19
      -5
      -4
      -2
      -642
      -150
      -93
      -92
      -189
      -4
      -24
      18
      31
      -22
      -54
      -10
      -5
      -18
      -1,370
      -179
      -108
      -59
      -106
      -105
      -149
      -57
      -19
      -6
      -13
      -13
      -41
      -6
      -63
      -54
      -363
      -69
      -5
      -6
      -3
      -6
      -8
      -404
      -50
      -2,149
      -172
      -49
      -113
      -67
      -9
      -402
      47
      -5
      -16
      -106
      -14
      -574
      -137
      -157
      -10
      -30
      -86
      -348
      -31
      -31
      228
      74
      36
      9
      -545
      -256
      -44
      -178
      -98
      -282
      -119
      -75
      -325
      -467
      -76
      -16
      -51
      14
      2
      2
      6
      61
      2
      31
      16
      -25
      -123
      -61
      -204
      -196
      -45
      -12
      -3
      -10
      8
      -7
      -11
      -45
      -37
      1
      5
      -138
      -10
      -27
      4
      2
      -107
      -494
      -41
      -2
      63
      86
      -500
      0
      -135
      -560
      -141
      -70
      -493
      -74
      -18
      -22
      -89
      -23
      -29
      -58
      -49
      -102
      -20
      -8
      -38
      -77
      -182
      0
      -108
      -200
      -43
      -117
      -117
      -1,082
      -138
      33
      -287
      -104
      -15
      15
      14
      139
      44
      22
      65
      26
      -607
      30
      0
      -23
      -147
      9
      7
      3
      14
      5
      -274
      -427
      -17
      -28
      -22
      -313
      5
      -35
      -52
      34
      -159
      -16
      -162
      -5
      -3
      -25
      -20
      -28
      -550
      -50
      -626
      -61
      -45
      0
      0
      -344
      -58
      -30
      -55
      -96
      -5
      -67
      -46
      5
      -12
      -17
      -10
      -24
      1
      -25
      -6
      -160
      -10
      -41
      -37
      -85
      9
      0
      22
      -7
      8
      18
      11
      33
      -34
      -184
      -24
      -11
      -221
      -64
      -7
      -15
      0
      -28
      -36
      -5
      28
      4
      8
      8
      9
      4
      2,402
      1,051
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 2 546,177
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 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))
2013 774,932 17,497,107 0.044289
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
2 Total of line 1, column (d) ...................... 2 0.242534
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 0.048507
4 Enter the net value of noncharitable-use assets for 2014 from Part X, line 5..... 4 17,347,532
5 Multiply line 4 by line 3....................... 5 841,477
6 Enter 1% of net investment income (1% of Part I, line 27b)........... 6 7,215
7 Add lines 5 and 6......................... 7 848,692
8 Enter qualifying distributions from Part XII, line 4.............. 8 831,702
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 (2014)
Form 990-PF (2014)
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 14,429
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 14,429
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 14,429
6 Credits/Payments:
a 2014 estimated tax payments and 2013 overpayment credited to 2014 6a 16,530
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 16,530
8 Enter any penalty for underpayment of estimated tax. if Form 2220 is attached. Click to see attachment 8  
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 2,101
11 Enter the amount of line 10 to be: Credited to 2015 estimated taxBullet0 RefundedBullet 11 2,101
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 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 2014 or the taxable year beginning in 2014 (see instructions for Part XIV)?
    If "Yes," complete Part XIV.............................
    9
     
    No
    Form 990-PF (2014)
    Form 990-PF (2014)
    Page 5
    Part VII-A
    Statements Regarding Activities (continued)
    10
    Did any persons become substantial contributors during the tax year? If "Yes," attach a schedule listing their names
    and addresses. ...............................
    10
     
    No
    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 2014, 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 FinCEN Form 114, Report of Foreign Bank and Financial Accounts (FBAR). If "Yes", enter the name of the foreign country bullet  
    Form 990-PF (2014)
    Form 990-PF (2014)
    Page 6
    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 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 2014?.............
    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 2014, did the foundation have any undistributed income (lines 6d
    and 6e, Part XIII) for tax year(s) beginning before 2014?...............
    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 2014 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 2014.)....................
    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 2014?
    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 4945(d)(4)(A)? (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 (2014)
    Form 990-PF (2014)
    Page 7
    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 TREASURER
    8.00     		0 0 0
    880 LUDWIG KAINER RD
    SCHULENBURG,TX78956
    GINGER BOSL SECRETARY
    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
    SHANNON GILBERT DIRECTOR
    2.00     		0 0 0
    5344 MOON SHADOW DR
    AUSTIN,TX78735
    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     		63,280 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. 220,500
    2 STANZEL MODEL AIRCRAFT MUSEUM DISPLAYS ARTIFACTS RELATED TO THE HISTORY AND DEVELOPMENT OF MODEL FLYING AIRCRAFT. 85,259
    3 HEALTH COMMUNITY INITIATIVE IS A PROGRAM TO PROMOTE HEALTHY LIFESTYLES AND HEALTH HABITS, WHILE IMPROVING THE QUALITY OF COMMUNITY LIFE. 240,631
    4 THE PARENTS AS TEACHERS PROGRAM IS COMMITTED TO PROVIDE FREE INFORMATION,EDUCATION,AND FAMILY SUPPORT ON CHILD DEVELOPMENT ISSUES FROM PRENATAL TO KINDERGARTEN. 285,312
    Form 990-PF (2014)
    Form 990-PF (2014)
    Page 8
    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 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
    17,363,517
    b
    Average of monthly cash balances.......................
    1b
    248,191
    c
    Fair market value of all other assets (see instructions)................
    1c
    0
    d
    Total (add lines 1a, b, and c).........................
    1d
    17,611,708
    e
    Reduction claimed for blockage or other factors reported on lines 1a and
    1c (attach detailed explanation) .............
    1e
    0
    2
    Acquisition indebtedness applicable to line 1 assets..................
    2
    0
    3
    Subtract line 2 from line 1d.........................
    3
    17,611,708
    4
    Cash deemed held for charitable activities. Enter 1 1/2% of line 3 (for greater amount, see
    instructions) .............................
    4
    264,176
    5
    Net value of noncharitable-use assets. Subtract line 4 from line 3. Enter here and on Part V, line 4
    5
    17,347,532
    6
    Minimum investment return. Enter 5% of line 5..................
    6
    867,377
    Part XI
    Distributable Amount bullet and do not complete this part.)
    1
    Minimum investment return from Part X, line 6....................
    1
    867,377
    2a
    Tax on investment income for 2014 from Part VI, line 5......
    2a
    14,429
    b
    Income tax for 2014. (This does not include the tax from Part VI.)...
    2b
    467
    c
    Add lines 2a and 2b............................
    2c
    14,896
    3
    Distributable amount before adjustments. Subtract line 2c from line 1............
    3
    852,481
    4
    Recoveries of amounts treated as qualifying distributions................
    4
    0
    5
    Add lines 3 and 4............................
    5
    852,481
    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
    852,481
    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
    831,702
    b
    Program-related investments—total from Part IX-B..................
    1b
    0
    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
    831,702
    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
    0
    6
    Adjusted qualifying distributions. Subtract line 5 from line 4..............
    6
    831,702
    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 (2014)
    Form 990-PF (2014)
    Page 9
    Part XIII
    Undistributed Income (see instructions)
    (a)
    Corpus     		(b)
    Years prior to 2013     		(c)
    2013     		(d)
    2014
    1 Distributable amount for 2014 from Part XI, line 7 852,481
    2 Undistributed income, if any, as of the end of 2014:
    a Enter amount for 2013 only....... 0
    b Total for prior years:20, 20, 20 0
    3 Excess distributions carryover, if any, to 2014:
    a From 2009....... 78,052
    b From 2010.......  
    c From 2011.......  
    d From 2012....... 54,998
    e From 2013.......  
    fTotal of lines 3a through e......... 133,050
    4Qualifying distributions for 2014 from Part
    XII, line 4: bullet$ 831,702
    a Applied to 2013, 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 2014 distributable amount..... 831,702
    e Remaining amount distributed out of corpus 0
    5 Excess distributions carryover applied to 2014. 20,779 20,779
    (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 5 112,271
    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 2013. Subtract line
    4a from line 2a. Taxable amount—see
    instructions .............     		0
    f Undistributed income for 2014. Subtract
    lines 4d and 5 from line 1. This amount must
    be distributed in 2015 ..........     		0
    7 Amounts treated as distributions out of
    corpus to satisfy requirements imposed by
    section 170(b)(1)(F) or 4942(g)(3) (Election may
    be required - see instructions) .......     		0
    8Excess distributions carryover from 2009 not
    applied on line 5 or line 7 (see instructions) ...     		57,273
    9Excess distributions carryover to 2015.
    Subtract lines 7 and 8 from line 6a ......     		54,998
    10 Analysis of line 9:
    a Excess from 2010....  
    b Excess from 2011....  
    c Excess from 2012.... 54,998
    d Excess from 2013....  
    e Excess from 2014....  
    Form 990-PF (2014)
    Form 990-PF (2014)
    Page 10
    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 2014, 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) 2014 (b) 2013 (c) 2012 (d) 2011
             
    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 (2014)
    Form 990-PF (2014)
    Page 11
    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
    CRISTINA 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
    MADISON BRANDI BERGER
    P O BOX 904
    WEIMAR,TX78962     		NONE N/A COLLEGE SCHOLARSHIP 2,000
    MEREDITH RENA BERGER
    P O BOX 904
    WEIMAR,TX78962     		NONE N/A COLLEGE SCHOLARSHIP 1,000
    AMANDA BROWN
    207 MATULA AVE
    SCHULENBURG,TX78956     		NONE N/A COLLEGE SCHOLARSHIP 1,000
    DANIEL CARDOZA
    413 N CENTER
    WEIMAR,TX78962     		NONE N/A COLLEGE SCHOLARSHIP 2,000
    INDIA CONNOR
    1124 BAUMGARTEN ST
    SCHULENBURG,TX78956     		NONE N/A COLLEGE SCHOLARSHIP 2,000
    LA RISA CURRY
    1663 HWY 90
    WEIMAR,TX78962     		NONE N/A COLLEGE SCHOLARSHIP 2,000
    WADE DILLENBECK
    19914 PARK BLUFF
    SAN ANTONIO,TX78259     		NONE N/A COLLEGE SCHOLARSHIP 2,000
    KODY RYAN DOBECKA
    1000 GRACE PLACE LANE
    WEIMAR,TX78962     		NONE N/A COLLEGE SCHOLARSHIP 2,000
    DILLAN DRABEK
    1209 KESSLER AVE
    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
    P O BOX 251
    WEIMAR,TX78962     		NONE N/A COLLEGE SCHOLARSHIP 2,000
    HANNAH FOGLE
    410 SIMPSON ST
    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
    CARINA GASPER
    2998 W US HWY 90
    WEIMAR,TX78962     		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,TX78656     		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
    JACOB 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,TX78962     		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 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 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 RD 240
    WEIMAR,TX78962     		NONE N/A COLLEGE SCHOLARSHIP 1,000
    BRIANNA MAZOCH
    5223 FM 1383
    SCHULENBURG,TX78956     		NONE N/A COLLEGE SCHOLARSHIP 1,000
    LEE MUELLER
    203 KABOT 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
    ZACHARY DENNY
    610 S CENTER ST
    WEIMAR,TX78962     		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 COLLEGE SCHOLARSHIP 2,000
    BLINN COLLEGE FOUNDATION
    902 COLLEGE AVE
    BRENHAM,TX77833     		N/A PUBLIC SCHOOL COLLEGE SCHOLARSHIP 4,000
    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
    VICTORIA COLLEGE - ZELDA ALLEN SCHOOL OF NURSING
    2200 EAST RED RIVER
    VICTORIA,TX77901     		N/A PUBLIC SCHOOL NURSING SCHOLARSHIPS 5,000
    ARTS FOR RURAL TEXAS
    114 N LIVE OAK ST
    FAYETTEVILLE,TX78940     		N/A PUBLIC CHARITY FINE ARTS PROGRAM FOR CHILDREN 2,000
    BLINN COLLEGE SCHULENBURG CAMPUS
    100 RANGER DR
    SCHULENBURG,TX78956     		N/A PUBLIC SCHOOL 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
    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,TX78756     		N/A PUBLIC SCHOOL HIGH RELIABILITY SCHOOLS SUMMITT IN AURORA, CO 9,545
    SCHULENBURG ISD MINI INSTRUCTION GRANT
    521 NORTH ST
    SCHULENBURG,TX78956     		N/A PUBLIC SCHOOL TEACHING MINI-GRANT 3,000
    SCHULENBURG POLICE DEPT
    607 UPTON AVE
    SCHULENBURG,TX78656     		N/A PUBLIC POLICE DEPART SPECIAL COMMUNITY PROGRAM 1,975
    SCHULENBURG AND WEIMAR IN FOCUS TOGETHER (SWIFT)
    411 SUMMIT
    SCHULENBURG,TX78956     		N/A PUBLIC CHARITY COMMUNITY PROGRAM 60,000
    ST MICHAEL SCHOOL
    103 E NORTH ST
    WEIMAR,TX78962     		N/A PUBLIC SCHOOL EDUCATIONAL GRANT 12,904
    ST MICHAEL SCHOOL - MINI INSTRUCTIONAL GRANT
    103 E NORTH ST
    WEIMAR,TX78962     		N/A PUBLIC SCHOOL TEACHING MINI-GRANT 2,000
    ST ROSE SCHOOL - MINI INSTRUCTIONAL GRANT
    405 BLACK ST
    SCHULENBURG,TX78956     		N/A PUBLIC SCHOOL TEACHING MINI-GRANT 2,000
    TURTLE WING FOUNDATION
    P O BOX 631
    SCHULENBURG,TX78956     		N/A PUBLIC CHARITY COMMUNITY PROGRAM 3,500
    WEIMAR ISD
    101 WEST JACKSON ST
    WEIMAR,TX78962     		N/A PUBLIC SCHOOL INSTRUCTIONAL SCHOLARSHIP 2,000
    WEIMAR ISD MINI INSTRCTIONAL GRANT
    101 WEST JACKSON ST
    WEIMAR,TX78962     		N/A PUBLIC SCHOOL TEACHING MINI-GRANT 3,000
    WEIMAR SOCCER CLUB INC
    5634 GEBERT RD
    MULDOON,TX78949     		N/A PUBLIC CHARITY COMMUNITY PROGRAM 12,000
    Total .................................bullet 3a 365,374
    bApproved for future payment
    DREW ADAMCIK
    1420 CR 253
    WEIMAR,TX78962     		NONE N/A COLLEGE SCHOLARSHIP 1,000
    BRENDA AVILA
    107 ST JOHN RD
    SCHULENBURG,TX78956     		NONE N/A COLLEGE SCHOLARSHIP 1,000
    CRISTINA AVILA
    811 SIMPSON
    SCHULENBURG,TX78956     		NONE N/A COLLEGE SCHOLARSHIP 1,000
    MAURA BENNETT
    307 AUGUST
    SCHULENBURG,TX78956     		NONE N/A COLLEGE SCHOLARSHIP 1,000
    SEAMUS BENNETT
    307 AUGUST
    SCHULENBURG,TX78956     		NONE N/A COLLEGE SCHOLARSHIP 2,000
    MADISON BRANDI BERGER
    P O BOX 904
    WEIMAR,TX78962     		NONE N/A COLLEGE SCHOLARSHIP 2,000
    MEREDITH RENA BERGER
    P O BOX 904
    WEIMAR,TX78962     		NONE N/A COLLEGE SCHOLARSHIP 2,000
    TANDY BETAK
    401 EAST ANDERSON STREET
    SCHULENBURG,TX78956     		NONE N/A COLLEGE SCHOLARSHIP 1,000
    AMANDA BROWN
    207 MATULA AVE
    SCHULENBURG,TX78956     		NONE N/A COLLEGE SCHOLARSHIP 1,000
    SAMANTHA CARTER
    440 HOLUB ROAD
    SCHULENBURG,TX78956     		NONE N/A COLLEGE SCHOLARSHIP 2,000
    INDIA CONNER
    1124 BAUMGARTEN ST
    SCHULENBURG,TX78956     		NONE N/A COLLEGE SCHOLARSHIP 2,000
    DENNY ZACHARY
    610 S CENTER ST
    WEIMAR,TX78962     		NONE N/A COLLEGE SCHOLARSHIP 2,000
    WADE DILLENBECK
    19914 PARK BLUFF
    SAN ANTONIO,TX78259     		NONE N/A COLLEGE SCHOLARSHIP 2,000
    KODY RYAN DOBECKA
    1000 GRACE PLACE LANE
    WEIMAR,TX78962     		NONE N/A COLLEGE SCHOLARSHIP 2,000
    DILLAN DRABEK
    1209 KESSLER AVE
    SCHULENBURG,TX78956     		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 ST
    SCHULENBURG,TX78956     		NONE N/A COLLEGE SCHOLARSHIP 1,000
    NICOLE 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
    CARINA GASPER
    2998 W US HWY 90
    WEIMAR,TX78962     		NONE N/A COLLEGE SCHOLARSHIP 2,000
    TANNER GUENTERT
    2434 VACEK LOOP
    SCHULENBURG,TX78956     		NONE N/A COLLEGE SCHOLARSHIP 3,000
    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
    REGINA HAWKINS
    1016 ANDERSON ST
    SCHULENBURG,TX78956     		NONE N/A COLLEGE SCHOLARSHIP 525
    CAMERON HEGER
    9045 FM 1383
    LA GRANGE,TX78945     		NONE N/A COLLEGE SCHOLARSHIP 2,000
    CHRISTINA HOUSTON
    210 ST JOHN RD
    SCHULENBURG,TX78956     		NONE N/A COLLEGE SCHOLARSHIP 525
    KRISTY JANECKA
    519 A SOUTH E ST
    WEIMAR,TX78962     		NONE N/A COLLEGE SCHOLARSHIP 1,000
    JOSE JIMENEZ
    305 AUGUST STREET
    SCHULENBURG,TX78956     		NONE N/A COLLEGE SCHOLARSHIP 2,000
    DOUGLAS JOHNSON
    507 N EXCHANGE ST
    WEIMAR,TX78962     		NONE N/A COLLEGE SCHOLARSHIP 2,000
    ANDRE JONES
    904 JAMES AVE
    SCHULENBURG,TX78956     		NONE N/A COLLEGE SCHOLARSHIP 2,000
    CLAY KANSTEINER
    1006 COUNTY ROAD 207
    WEIMAR,TX78962     		NONE N/A COLLEGE SCHOLARSHIP 2,000
    JACOB 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 2,000
    AMANDA KRIEG
    3235 VALENTA RD
    LA GRANGE,TX78945     		NONE N/A COLLEGE SCHOLARSHIP 1,000
    ZACHERY KUBALA
    830 FM 2672
    SCHULENBURG,TX78956     		NONE N/A COLLEGE SCHOLARSHIP 2,000
    CHELSEA KUBENKA
    2600 FM 1579
    SCHULENBURG,TX78956     		NONE N/A COLLEGE SCHOLARSHIP 2,000
    REECE KUNSCHICK
    1502 CR 253
    WEIMAR,TX78962     		NONE N/A COLLEGE SCHOLARSHIP 2,000
    SERENA KUTAC
    220 KLESEL RD
    SCHULENBURG,TX78956     		NONE N/A NURSING SCHOLARSHIP 2,000
    ASHLEY KUTAC
    1225 CR 242
    WEIMAR,TX78962     		NONE N/A COLLEGE SCHOLARSHIP 1,000
    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 2,000
    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 1,000
    VIOLETA MANZANO
    1818 W US HWY 90
    SCHULENBURG,TX78956     		NONE N/A COLLEGE SCHOLARSHIP 1,000
    LEE MUELLER
    203 KABOT 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
    TAMIA OLIVER
    603 N SAINT ANDREWS
    WEIMAR,TX78962     		NONE N/A COLLEGE SCHOLARSHIP 2,000
    MONTANA OLLE
    204 BAUMGARTEN ST
    SCHULENBURG,TX78956     		NONE N/A COLLEGE SCHOLARSHIP 2,000
    HEATHER PAVLU KOENIG
    409 NO EXCHANGE
    WEIMAR,TX78962     		NONE N/A COLLEGE SCHOLARSHIP 1,000
    ELENA PEREZ
    207 WEST GRANGE STREET
    WEIMAR,TX78962     		NONE N/A COLLEGE SCHOLARSHIP 2,000
    FERNANDO PICAZO
    2261 HIGHWAY 90
    WEIMAR,TX78962     		NONE N/A COLLEGE SCHOLARSHIP 2,000
    BYRON POWE
    P O BOX 128
    SCHULENBURG,TX78956     		NONE N/A COLLEGE SCHOLARSHIP 1,000
    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
    JAMIE SCHERBEH
    1000 WEST COURT ST PO BOX 3407
    SEGUIN,TX78155     		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 1,000
    LAUREN SEDLAR
    206 A WEST HUVAR STREET
    WEIMAR,TX78962     		NONE N/A COLLEGE SCHOLARSHIP 2,000
    EMILY SEYL
    718 SIMPSON ST
    SCHULENBURG,TX78956     		NONE N/A COLLEGE SCHOLARSHIP 2,000
    SARA SEYL
    718 SIMPSON 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
    MEGAN LEIGH TAYLOR
    10040 ADAMCIK RD
    WEIMAR,TX78962     		NONE N/A COLLEGE SCHOLARSHIP 1,000
    MELANIE VARGAS
    507 W MAIN STREET
    WEIMAR,TX78962     		NONE N/A COLLEGE SCHOLARSHIP 2,000
    HOLLY VECERA
    306 MATULA AVE
    SCHULENBURG,TX78956     		NONE N/A COLLEGE SCHOLARSHIP 2,000
    ALBERT VELAZQUEZ
    309 AUGUST ST
    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
    MALLORY VRAZEL
    8205 W US HWY 90
    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
    NAQUARIUS WILLIAMS
    1523 KELLETT AVENUE
    SCHULENBURG,TX78956     		NONE N/A COLLEGE SCHOLARSHIP 525
    QUAYNEISHA WILLIAMS
    1523 KELLETT AVENUE
    SCHULENBURG,TX78956     		NONE N/A COLLEGE SCHOLARSHIP 325
    DAKOTA ZAPALAC
    8228 ABBOTTS GROVE SCHOOL RD
    LA GRANGE,TX78945     		NONE N/A NURSING SCHOLARSHIP 2,000
    VICTORIA COLLEGE - ZELDA ALLEN SCHOOL OF NURSING
    2200 EAST RED RIVER
    VICTORIA,TX77901     		N/A PUBLIC SCHOOL NURSING SCHOLARSHIPS 5,000
    CHAMPION VALLEY BOYS AND GIRLS CLUB
    101 WEST JACKSON ST
    WEIMAR,TX78962     		N/A PUBLIC CHARITY COMMUNITY PROGRAM 93,000
    SCHULENBURG ISD
    521 NORTH ST
    SCHULENBURG,TX78956     		N/A PUBLIC SCHOOL HIGH RELIABILITY SCHOOLS SUMMITT IN AURORA, CO 652
    MINI HORSE HELPERS
    230 HAUSMANN GIN RD
    LA GRANGE,TX78945     		N/A PUBLIC CHARITY THERAPY ANIMALS 5,000
    NAVIDAD VALLEY COMMUNITY CONNECTOR
    1111 BOHLMANN AVE
    SCHULENBURG,TX78956     		N/A PUBLIC CHARITY COMMUNITY PROGRAM 24,000
    ST MICHAEL SCHOOL
    103 E NORTH ST
    WEIMAR,TX78962     		N/A PUBLIC SCHOOL TEACHING MINI-GRANT 2,000
    ST ROSE SCHOOL - MINI INSTRUCTIONAL GRANT
    405 BLACK ST
    SCHULENBURG,TX78956     		N/A PUBLIC SCHOOL TEACHING MINI-GRANT 3,000
    SCHULENBURG ISD MINI INSTRUCTION GRANT
    521 NORTH ST
    SCHULENBURG,TX78956     		N/A PUBLIC SCHOOL TEACHING MINI-GRANT 3,000
    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 20,000
    WEIMAR ISD - MINI INSTRCTIONAL GRANT
    101 WEST JACKSON ST
    WEIMAR,TX78962     		N/A PUBLIC SCHOOL TEACHING MINI-GRANT 3,000
    Total .................................bullet 3b 342,552
    Form 990-PF (2014)
    Form 990-PF (2014)
    Page 12
    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....     14 364,177  
    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 .............     		    18 546,177  
    9 Net income or (loss) from special events:     01 50,499  
    10 Gross profit or (loss) from sales of inventory..     10 87  
    11 Other revenue: aMUSEUM ADMISSION INCOME         5,421
    bTOY SALES AND ARTIFACTS 453220 4,113      
    c
    d
    e
    12 Subtotal. Add columns (b), (d), and (e).. 4,113 960,940 5,421
    13Total. Add line 12, columns (b), (d), and (e)..................
    13970,474
    (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 (2014)
    Form 990-PF (2014)
    Page 13
    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) 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 (2014)
    Additional Data


    Software ID:  
    Software Version:  


    Form 990PF - Special Condition Description:
    Special Condition Description

    TY 2014 AccountingFeesSchedule
    Name:
    THE STANZEL FAMILY FOUNDATION INC
    EIN: 74-2579827
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    ACCOUNTING FEES 21,292 13,092   2,875

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

    TY 2014 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 1999-04-01 575,760 225,742 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 14,176 SL 39.000000000000 927 0    
    SOLAR FILM APPLICATION 1999-09-15 1,100 417 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 1,120 200DB 5.000000000000 0 0    
    ANCESTRAL HOME ROOF 2013-12-03 5,500 5,500 SL 39.000000000000 0 0    
    DELL OPTIPLEX COMPUTER 2014-05-13 613 613 200DB 5.000000000000 0 0    
    MUSEUM - BIPLANE 2013-09-24 14,675 14,675 200DB 7.000000000000 0 0    
    MUSEUM - EXHIBIT UPGRADE 2013-12-03 10,048 10,048 200DB 7.000000000000 0 0    
    SIGN PANELS, ETC 2014-02-04 5,300 5,300 200DB 7.000000000000 0 0    
    PAT - COPIER 2013-09-10 5,841 5,841 200DB 7.000000000000 0 0    
    PAT - LAPTOP AND MOUSE 2013-10-08 1,120 1,120 200DB 5.000000000000 0 0    
    PAT - OFFICE PHONE 2013-10-08 76 76 200DB 7.000000000000 0 0    
    PAT - DELL COMPUTER 2014-05-13 595 595 200DB 5.000000000000 0 0    
    PAT - DELL COMPUTER 2014-05-13 595 595 200DB 5.000000000000 0 0    
    PAT - DELL COMPUTER 2014-05-13 595 595 200DB 5.000000000000 0 0    
    PAT - DELL COMPUTER 2014-05-13 596 596 200DB 5.000000000000 0 0    
    ARTWORK - BOARD ROOM 2014-02-11 193 193 200DB 7.000000000000 0 0    
    DELL OPTIPLEX COMPUTER 2014-05-13 262 262 200DB 5.000000000000 0 0    
    PAT - DELL COMPUTER 2015-01-07 668   200DB 5.000000000000 668 0    

    TY 2014 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 12,405,543 16,779,015

    TY 2014 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 575,760 240,504 335,256  
    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 15,103 21,065  
    SOLAR FILM APPLICATION 1,100 445 655  
    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  
    PAT - DELL COMPUTER 668 668 0  


    TY 2014 LegalFeesSchedule
    Name:
    THE STANZEL FAMILY FOUNDATION INC
    EIN: 74-2579827
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    LEGAL FEES 1,215 0   0


    TY 2014 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 8,309 62   7,939
    MISCELLANEOUS 4,670 0   3,873
    INSURANCE - D & O 2,089 0   0
    POSTAGE 934 0   765
    TELEPHONE 4,119 0   3,889
    PROMOTIONAL EXPENSES 6,699 0   6,699
    BUSINESS MEALS & MEETING REFRESHMENTS 6,777 1   3,191
    INTERNET EXPENSE 1,557 0   1,479
    OFFICE SUPPLIES 3,221 0   2,794
    GROUNDS CARE 11,358 56   10,858
    MEMBERSHIP DUES 2,741 0   1,711
    UTILITIES 19,402 90   18,595
    CLEANING SERVICE - MUSEUM & OTHER FACILITIES 5,544 28   5,295
    SEMINARS AND TRAINING 8,972 0   7,637
    PARENTS AS TEACHERS VOLUNTEER APPREC TOKENS 194 0   194
    PARENTS AS TEACHERS EDUCATIONAL SUPPLY EXPENSES 262 0   262
    WORKERS COMP INSURANCE 3,927 0   3,862
    SCHOLARSHIP TECHNICAL SUPPORT 550 0   550
    MAINTENANCE & REPAIRS - EQUIPMENT 2,681 0   2,600
    PROGRAM OPERATIONAL SUPPLIES 2,695 0   2,695
    LESS DEPRECIATION ADJ FOR NEW ASSETS PURCHASED FOR CHARITABLE USE -668 0   0
    INSURANCE - PROPERTY & LIABILITY 6,243 12   5,987
    SOFTWARE UPDATES 2,388 0   2,270
    FUND RAISING EXPENSE 14,459 0   0
    PAT PROGRAM CERTIFICATIONS 2,700 0   2,700
    PAT COMPUTER 668 0   668
    BANK CHARGES 25 0   0


    TY 2014 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 5,421   5,421
    TOY SALES AND ARTIFACTS 4,113   4,113
    GROSS INCOME FROM SPECIAL FUNDRAISING EVENTS 64,958   64,958


    TY 2014 OtherIncreasesSchedule
    Name:
    THE STANZEL FAMILY FOUNDATION INC
    EIN: 74-2579827
    Description Amount
       


    TY 2014 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 327 176


    TY 2014 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 171,620 171,620   0
    BI-LINGUAL INTERPRETERS 4,570 0   4,570
    HEALTHY COMMUNITY INITIATIVE CONSULTANTS 120 0   120


    TY 2014 TaxesSchedule
    Name:
    THE STANZEL FAMILY FOUNDATION INC
    EIN: 74-2579827
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    PAYROLL TAXES 25,490 0   25,022
    FOREIGN TAX WITHHELD ON DIVIDEND INCOME 3,912 3,912   0
    EXCISE TAX 16,522 0   0
    INCOME TAX - FORM 990-T 1,296 0   0