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.
bulletGo to www.irs.gov/Form990PF for instructions and the latest information.
OMB No. 1545-0052
2018
Open to Public Inspection
For calendar year 2018, or tax year beginning 01-01-2018 , and ending 12-31-2018
Name of foundation
STOLLER FOUNDATION
 
Number and street (or P.O. box number if mail is not delivered to street address)10750 HAMMERLY BLVD 200
  Room/suite
City or town, state or province, country, and ZIP or foreign postal code
HOUSTON, TX77043
A Employer identification number

46-3119720
B Telephone number (see instructions)

(713) 461-5012
C bullet
G Check all that apply:

D 1. Foreign organizations, check here............. bullet
2. Foreign organizations meeting the 85%
test, check here and attach computation ... bullet
E bullet
H Check type of organization:
F bullet
I Fair market value of all assets at end
of year (from Part II, col. (c),
line 16)bullet$43,238,288J Accounting method:
 
(Part I, column (d) must be on cash basis.)
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) 35,587,522
2 Check bullet.............
3 Interest on savings and temporary cash investments      
4 Dividends and interest from securities... 552,012 552,012  
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 -91,067
b Gross sales price for all assets on line 6a 29,679
7 Capital gain net income (from Part IV, line 2)... 0
8 Net short-term capital gain.........  
9 Income modifications...........  
10a Gross sales less returns and allowances  
b Less: Cost of goods sold....  
c Gross profit or (loss) (attach schedule).....    
11 Other income (attach schedule)....... Click to see attachment 328,642 328,642 0
12 Total. Add lines 1 through 11........ 36,377,109 880,654 0
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 274,623 0 0 277,623
14 Other employee salaries and wages...... 47,868 0 0 47,868
15 Pension plans, employee benefits....... 34,962 0 0 34,516
16a Legal fees (attach schedule)......... Click to see attachment 200 0 0 200
b Accounting fees (attach schedule)....... Click to see attachment 15,044 7,522 0 7,522
c Other professional fees (attach schedule).... Click to see attachment 220 0 0 220
17 Interest............... 13 13 0 0
18 Taxes (attach schedule) (see instructions)... Click to see attachment 30,257 5,358 0 0
19 Depreciation (attach schedule) and depletion... Click to see attachment 124,278 33,401 0
20 Occupancy.............. 192,472 60,073 0 120,177
21 Travel, conferences, and meetings....... 7,825 0 0 7,839
22 Printing and publications.......... 300 0 0 0
23 Other expenses (attach schedule)....... Click to see attachment 185,575 149,533 0 35,766
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 913,637 255,900 0 531,731
25 Contributions, gifts, grants paid....... 1,692,060 1,764,526
26 Total expenses and disbursements. Add lines 24 and 25 2,605,697 255,900 0 2,296,257
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements 33,771,412
b Net investment income (if negative, enter -0-) 624,754
c Adjusted net income (if negative, enter -0-)... 0
For Paperwork Reduction Act Notice, see instructions.
Cat. No. 11289X Form 990-PF (2018)
Form 990-PF (2018)
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............. 1,169,926 2,349,786 2,349,786
2 Savings and temporary cash investments......... 66,710 24,236 24,236
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..............      
9 Prepaid expenses and deferred charges.......... 817 4,432 4,432
10a Investments—U.S. and state government obligations (attach schedule)      
b Investments—corporate stock (attach schedule)....... 3,493,718 Click to see attachment32,691,377 32,691,377
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).......... 3,349,630 Click to see attachment3,081,908 3,081,908
14 Land, buildings, and equipment: basis bullet5,203,942
Less: accumulated depreciation (attach schedule) bullet176,175 4,872,349 Click to see attachment5,027,767 5,086,549
15 Other assets (describe bullet)      
16 Total assets (to be completed by all filers—see the
instructions. Also, see page 1, item I) 12,953,150 43,179,506 43,238,288
Liabilities 17 Accounts payable and accrued expenses.......... 43,740 42,302
18 Grants payable................. 402,576 320,001
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)    
23 Total liabilities (add lines 17 through 22)......... 446,316 362,303
Net Assets or Fund Balances Foundations that follow SFAS 117, check here bullet
and complete lines 24 through 26 and lines 30 and 31.
24 Unrestricted..................    
25 Temporarily restricted...............    
26 Permanently restricted...............    
Foundations that do not follow SFAS 117, check here bullet
and complete lines 27 through 31.
27 Capital stock, trust principal, or current funds........ 0 0
28 Paid-in or capital surplus, or land, bldg., and equipment fund 0 0
29 Retained earnings, accumulated income, endowment, or other funds 12,506,834 42,817,203
30 Total net assets or fund balances (see instructions)..... 12,506,834 42,817,203
31 Total liabilities and net assets/fund balances (see instructions). 12,953,150 43,179,506
Part III
Analysis of Changes in Net Assets or Fund Balances
1
Total net assets or fund balances at beginning of year—Part II, column (a), line 30 (must agree with end-of-year figure reported on prior year’s return) ...............
1
12,506,834
2
Enter amount from Part I, line 27a .....................
2
33,771,412
3
Other increases not included in line 2 (itemize) bullet
3
0
4
Add lines 1, 2, and 3 ..........................
4
46,278,246
5
Decreases not included in line 2 (itemize) bulletClick to see attachment
5
3,461,043
6
Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 30 .
6
42,817,203
Form 990-PF (2018)
Form 990-PF (2018)
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 PUBLICLY TRADED SECURITIES   2018-08-06 2018-10-29
b PASSTHROUGH K-1 INCOME P    
c
d
e
(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 29,679   29,679 0
b     91,067 -91,067
c
d
e
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       0
b       -91,067
c
d
e
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 -91,067
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 0
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))
2017 4,452,269 12,314,334 0.361552
2016 2,199,753 7,587,135 0.289932
2015 2,847,422 4,818,762 0.590903
2014 2,229,715 4,778,529 0.466611
2013 411,563 2,649,963 0.155309
2
Total of line 1, column (d) .....................
2
1.864307
3
Average distribution ratio for the 5-year base period—divide the total on line 2 by 5.0, or by the number of years the foundation has been in existence if less than 5 years ......
3
0.372861
4
Enter the net value of noncharitable-use assets for 2018 from Part X, line 5......
4
27,416,818
5
Multiply line 4 by line 3......................
5
10,222,662
6
Enter 1% of net investment income (1% of Part I, line 27b)...........
6
6,248
7
Add lines 5 and 6........................
7
10,228,910
8
Enter qualifying distributions from Part XII, line 4,.............
8
2,495,008
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 (2018)
Form 990-PF (2018)
Page 4
Part VI
Excise Tax Based on Investment Income (Section 4940(a), 4940(b), 4940(e), or 4948—see instructions)
1a Exempt operating foundations described in section 4940(d)(2), check here Bullet and enter “N/A" on line 1. Bracket includes lines 1a and 1b
Date of ruling or determination letter:   (attach copy of letter if necessary–see instructions)
b Domestic foundations that meet the section 4940(e) requirements in Part V, check 1 12,495
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 12,495
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 12,495
6 Credits/Payments:
a 2018 estimated tax payments and 2017 overpayment credited to 2018 6a 21,200
b Exempt foreign organizations—tax withheld at source...... 6b
c Tax paid with application for extension of time to file (Form 8868)... 6c 0
d Backup withholding erroneously withheld ........... 6d 0
7 Total credits and payments. Add lines 6a through 6d.............. 7 21,200
8 Enter any penalty for underpayment of estimated tax. Check here if Form 2220 is attached. Click to see attachment 8 98
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 8,607
11 Enter the amount of line 10 to be: Credited to 2019 estimated taxBullet8,607 RefundedBullet 11 0
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
 
No
b
If "Yes," has it filed a tax return on Form 990-T for this year?...................
4b
 
 
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 2018 or the taxable year beginning in 2018? See the instructions for Part XIV.
    If "Yes," complete Part XIV .............................
    9
     
    No
    10
    Did any persons become substantial contributors during the tax year? If "Yes," attach a schedule listing their names
    and addresses. ...............................
    10
     
    No
    Form 990-PF (2018)
    Form 990-PF (2018)
    Page 5
    Part VII-A
    Statements Regarding Activities (continued)
    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.STOLLERFOUNDATION.ORG
    14
    The books are in care ofbulletNAM BAEK Telephone no.bullet (713) 461-5012

    Located atbullet10750 HAMMERLY BLVD STE 200HOUSTONTX ZIP+4bullet77043
    15
    Section 4947(a)(1) nonexempt charitable trusts filing Form 990-PF in lieu of Form 1041 —check here .........bullet
    and enter the amount of tax-exempt interest received or accrued during the year ........bullet
    15
     
    16 At any time during calendar year 2018, 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 the instructions for exceptions and filing requirements for FinCEN Form 114. If "Yes", enter the name of the foreign
    country bullet  
    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 2018?.............
    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 2018, did the foundation have any undistributed income (lines 6d
    and 6e, Part XIII) for tax year(s) beginning before 2018?.............
    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 2018 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 2018.)..................
    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 2018?
    4b
     
    No
    Form 990-PF (2018)
    Form 990-PF (2018)
    Page 6
    Part VII-B
    Statements Regarding Activities for Which Form 4720 May Be Required (continued)
    5a
    During the year did the foundation pay or incur any amount to:
    Yes
    No
    (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
     
    No
    .........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). Click to see attachment
    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
     
     
    8
    Is the foundation subject to the section 4960 tax on payment(s) of more than $1,000,000 in remuneration or
    excess parachute payment during the year? .................
    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
    JERRY H STOLLER FOUNDER
    2.00     		0 0 0
    10750 HAMMERLY BLVD 200
    HOUSTON,TX77043
    XOCHILT CRUZ TRUSTEE
    2.00     		12,000 0 0
    10750 HAMMERLY BLVD 200
    HOUSTON,TX77043
    MADAY GONZALEZ ASSOC DIRECTOR
    40.00     		85,000 3,291 141
    10750 HAMMERLY BLVD 200
    HOUSTON,TX77043
    SEONGAE KIM TRUSTEE
    2.00     		12,000 0 0
    10750 HAMMERLY BLVD 200
    HOUSTON,TX77043
    DAN VAZQUEZ TRUSTEE
    2.00     		12,000 0 0
    10750 HAMMERLY BLVD 200
    HOUSTON,TX77043
    NAM BAEK ASSOC DIRECTOR
    40.00     		75,000 334 312
    10750 HAMMERLY BLVD 200
    HOUSTON,TX77043
    EDDY HALLOCK EXECUTIVE DIRECTOR
    40.00     		78,000 0 170
    10750 HAMMERLY BLVD 200
    HOUSTON,TX77043
    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
    NONE
    Total number of other employees paid over $50,000...................bullet 0
    Form 990-PF (2018)
    Form 990-PF (2018)
    Page 7
    Part VIII
    Information About Officers, Directors, Trustees, Foundation Managers, Highly Paid Employees,
    and Contractors (continued)
    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  
    2  
    3  
    4  
    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  
    2  
    All other program-related investments. See instructions.
    3  
    Total. Add lines 1 through 3.........................bullet0
    Form 990-PF (2018)
    Form 990-PF (2018)
    Page 8
    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
    20,676,386
    b
    Average of monthly cash balances.......................
    1b
    2,426,039
    c
    Fair market value of all other assets (see instructions)................
    1c
    4,731,908
    d
    Total (add lines 1a, b, and c).........................
    1d
    27,834,333
    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
    27,834,333
    4
    Cash deemed held for charitable activities. Enter 1 1/2% of line 3 (for greater amount, see
    instructions) .............................
    4
    417,515
    5
    Net value of noncharitable-use assets. Subtract line 4 from line 3. Enter here and on Part V, line 4
    5
    27,416,818
    6
    Minimum investment return. Enter 5% of line 5..................
    6
    1,370,841
    Part XI
    Distributable Amount (see instructions) (Section 4942(j)(3) and (j)(5) private operating foundations and certain foreign organizations check here bullet and do not complete this part.)
    1
    Minimum investment return from Part X, line 6....................
    1
    1,370,841
    2a
    Tax on investment income for 2018 from Part VI, line 5......
    2a
    12,495
    b
    Income tax for 2018. (This does not include the tax from Part VI.)...
    2b
     
    c
    Add lines 2a and 2b............................
    2c
    12,495
    3
    Distributable amount before adjustments. Subtract line 2c from line 1............
    3
    1,358,346
    4
    Recoveries of amounts treated as qualifying distributions................
    4
    0
    5
    Add lines 3 and 4............................
    5
    1,358,346
    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
    1,358,346
    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
    2,296,257
    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
    198,751
    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
    2,495,008
    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
    2,495,008
    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 (2018)
    Form 990-PF (2018)
    Page 9
    Part XIII
    Undistributed Income (see instructions)
    (a)
    Corpus     		(b)
    Years prior to 2017     		(c)
    2017     		(d)
    2018
    1 Distributable amount for 2018 from Part XI, line 7 1,358,346
    2 Undistributed income, if any, as of the end of 2018:
    a Enter amount for 2017 only....... 0
    b Total for prior years:20, 20, 20 0
    3 Excess distributions carryover, if any, to 2018:
    a From 2013...... 279,065
    b From 2014...... 1,990,791
    c From 2015...... 2,602,799
    d From 2016...... 1,823,080
    e From 2017...... 3,845,013
    fTotal of lines 3a through e........ 10,540,748
    4Qualifying distributions for 2018 from Part
    XII, line 4: bullet$ 2,495,008
    a Applied to 2017, 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 2018 distributable amount..... 1,358,346
    e Remaining amount distributed out of corpus 1,136,662
    5 Excess distributions carryover applied to 2018. 0 0
    (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 11,677,410
    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 2017. Subtract line
    4a from line 2a. Taxable amount—see
    instructions .............     		0
    f Undistributed income for 2018. Subtract
    lines 4d and 5 from line 1. This amount must
    be distributed in 2019 ..........     		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
    8 Excess distributions carryover from 2013 not
    applied on line 5 or line 7 (see instructions) ...     		279,065
    9Excess distributions carryover to 2019.
    Subtract lines 7 and 8 from line 6a ......     		11,398,345
    10 Analysis of line 9:
    a Excess from 2014.... 1,990,791
    b Excess from 2015.... 2,602,799
    c Excess from 2016.... 1,823,080
    d Excess from 2017.... 3,845,013
    e Excess from 2018.... 1,136,662
    Form 990-PF (2018)
    Form 990-PF (2018)
    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 2018, 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) 2018 (b) 2017 (c) 2016 (d) 2015
             
    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 foundation 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).)
    JERRY H STOLLER
    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:
    STOLLER FOUNDATION
    10750 HAMMERLY BLVD 200
    HOUSTON,TX77043
    (713) 461-5012
    NBAEK@STOLLERFOUNDATION.ORG
    bThe form in which applications should be submitted and information and materials they should include:
    THE APPLICATION PROCESS BEGINS BY THE APPLICANT SUBMITTING A LETTER OF INQUIRY. IF THE LOI IS APPROVED, THE APPLICANT WILL BE ASKED TO SUBMIT A FULL APPLICATION AND PROVIDE DETIALS ABOUT THEIR MINISTRY, PROGRAM AND PROJECT PLAN, AND OTHER ITEMS.
    cAny submission deadlines:
    NO SUBMISSION DEADLINES
    dAny restrictions or limitations on awards, such as by geographical areas, charitable fields, kinds of institutions, or other
    factors:
    THE APPLICANT MUST BE A CHRISTIAN 501(C)(3) NON-PROFIT ORGANIZATION. OTHER FACTORS ARE EVALUATED, INCLUDING VOLUNTEER BASIS, EVANGELISM FOCUS, AND SUSTAINABILITY.
    Form 990-PF (2018)
    Form 990-PF (2018)
    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
    2020 VISION
    1039 WILSON ROAD
    CLUTE,TX77531     		  PC STONEY CREEK CAMP 10,875
    AGAPE DEVELOPMENT MINISTRIES
    PO BOX 460061
    HOUSTON,TX77056     		  PC STONEY CREEK CAMP 6,525
    ALL NATIONS SPORTS ACADEMY
    10750 HAMMERLY BLVD SUITE 250
    HOUSTON,TX77043     		  PC STONEY CREEK CAMP & STONEY CREEK & GENERAL SUPPORT 290,875
    BAYSHORE BAPTIST CHURCH
    11315 SPENCER HWY
    LA PORTE,TX77571     		  PC CAMP OVERFLOW 2,250
    BIBLE STUDY MEDIA
    1034 BEN HUR DR
    HOUSTON,TX77055     		  PC GENERAL SUPPORT 32,500
    CAMPUS CRUSADE FOR CHRIST
    PO BOX 628222
    ORLANDO,FL32862     		  PC GENERAL SUPPORT 4,000
    CASA EL BUEN SAMARITANO
    PO BOX 20487
    HOUSTON,TX77225     		  PC GENERAL SUPPORT 10,000
    CHARACTER CAMP
    PO BOX 841605
    PEARLAND,TX77584     		  PC TEXAS BAPTIST ENCAMPMENT 8,000
    CONVENTION-UNITED BAPTIST CHURCHES CEARA
    RUA SILVA PAULET 1100
    ALDEOTA,FORTALEZA60120-021
    BR     		  NC PROJECT - NABOR PEPE E ESPACO VOAR 66,666
    CORNERSTONE FAMILY MINISTRIES
    8945 LONG POINT SUITE 114
    HOUSTON,TX77055     		  PC STONEY CREEK CAMP 7,700
    CY-HOPE
    17401 VILLAGE GREEN DR
    HOUSTON,TX77040     		  PC STONEY CREEK CAMP 7,000
    DESTINY PORTAL
    2100 ELDRIDGE PKWY SOUTH
    HOUSTON,TX77077     		  PC GENERAL SUPPORT 45,000
    DIAMOND WILLOW
    PO BOX 438
    FORT THOMPSON,SD57339     		  PC CANTEMAWASTE YOUTH CAMP AND GENERAL SUPPORT 35,000
    EYES ON ME INC
    10750 HAMMERLY BLVD SUITE 250
    HOUSTON,TX77043     		  PC CAMP EYES ON ME AND GENERAL SUPPORT 252,000
    FORERUNNER MENTORING PROGRAM
    9660 AUDELIA RD STE 123-4
    DALLAS,TX75238     		  PC T BAR M CAMPS 5,000
    FREESTYLE MINISTRIES
    18330 BLANCHMONT LANE
    HOUSTON,TX77058     		  PC GENERAL SUPPORT 90,000
    GENERATION ONE
    1910 NAPOLEON STREET
    HOUSTON,TX77003     		  PC KIDS ACROSS AMERICA 3,980
    GLOBAL OPERATIONS FOR ALL PEOPLES
    PO BOX 118131
    CARROLLTON,TX75011     		  PC GENERAL SUPPORT 500
    GOSPEL GARDEN
    CALLE 20 NO 325
    IZAMAL,YUCATAN97540
    MX     		  NC GENERAL SUPPORT 100,000
    KEYSTONE PROJECT
    PO BOX 473
    RAPID CITY,SD57709     		  PC GENERAL SUPPORT 1,000
    LETTING EVERYONE ACHIEVE DREAMS
    1225 OMAR ST
    HOUSTON,TX77008     		  PC STONEY CREEK CAMP 7,150
    LIFETREE MINISTRIES
    1459-C SPRING ROCK LANE
    HOUSTON,TX77055     		  PC GENERAL SUPPORT 20,000
    LIGHT OF THE WORLD CHRISTIAN FELLOWSHIP
    16161 OLD HUMBLE RD
    HUMBLE,TX77396     		  PC STONEY CREEK CAMP 10,500
    LONG POINT BAPTIST CHURCH
    8009 LONG POINT RD
    HOUSTON,TX77055     		  PC CAMP EAGLE 7,140
    LOVE IS MINISTRY
    6119 GREENVILLE AVE 120
    DALLAS,TX75206     		  PC GENERAL SUPPORT 16,000
    MISSION CENTERS OF HOUSTON
    1815 GANO ST
    HOUSTON,TX77009     		  PC STONEY CREEK CAMP 8,265
    MISSION OF YAHWEH
    10247 ALGIERS
    HOUSTON,TX77041     		  PC GENERAL SUPPORT 20,000
    MOUNT NEBO
    PO BOX 650112
    AUSTIN,TX78765     		  PC ADVENTURES IN YOUTH MISSIONS 2,400
    NABOR HOUSE COMMUNITY
    10750 HAMMERLY BLVD SUITE 250
    HOUSTON,TX77043     		  PC GENERAL SUPPORT 430,800
    NEW BRAUNFELS CHRISTIAN MINISTRIES
    1659 STATE HWY 46 W 115-405
    NEW BRAUNFELS,TX78132     		  PC T BAR M CAMPS 4,500
    PORTAL HOUSTON INC (OIL OF JOY)
    PO BOX 720768
    HOUSTON,TX77272     		  PC GENERAL SUPPORT 70,000
    SAN ANTONIO YOUTH FOR CHRIST
    5730 KENWICK ST
    SAN ANTONIO,TX78238     		  PC STILL WATER CAMP 11,900
    SPRING SPIRIT BASEBALL
    PO BOX 550549
    HOUSTON,TX77255     		  PC STONEY CREEK CAMP AND GENERAL SUPPORT 75,000
    THE FORGE FOR FAMILIES
    3435 DIXIE DRIVE
    HOUSTON,TX77021     		  PC STONEY CREEK RANCH 10,875
    THE MENTORING ALLIANCE
    504 W 32ND ST
    TYLER,TX75702     		  PC PINE COVE CAMP AND ROSE CITY 25,000
    URBAN FAITH MISSION
    381 MICKLEJOHN WALK
    SAN ANTONIO,TX78207     		  PC STILL WATER CAMP 5,450
    WORD2ACT
    1000 POTOMAC ST NW 5TH FLOOR
    WASHINGTON,DC20007     		  PC GENERAL SUPPORT 30,000
    WOVEN COVENANT CHURCH
    3219 COTTON RANCH DR
    KATY,TX77494     		  PC MIDSOUTH COVENANT CAMP 4,750
    YOUNG LIFE SAN ANTONIO
    4102 S NEW BRAUNFELS 110-185
    SAN ANTONIO,TX78223     		  PC YOUNG LIFE WINDY GAP 10,000
    YOUNG LIFE TYLER
    120 S BROADWAY AVE 201
    TYLER,TX75702     		  PC FRONTIER RANCH 10,000
    YOUTH FOR CHRIST HOUSTON
    3202 FONTAINE DR
    PEARLAND,TX77584     		  PC STILL WATER CAMP 5,925
    Total .................................bullet 3a 1,764,526
    bApproved for future payment
    ALL NATIONS SPORTS ACADEMY
    10750 HAMMERLY BLVD SUITE 250
    HOUSTON,TX77043     		  PC GENERAL SUPPORT 90,000
    BIBLE STUDY MEDIA
    1034 BEN HUR DR
    HOUSTON,TX77055     		  PC GENERAL SUPPORT 32,500
    CAMPUS CRUSADE FOR CHRIST
    PO BOX 628222
    ORLANDO,FL32862     		  PC GENERAL SUPPORT 8,000
    CONVENTION-UNITED BAPTIST CHURCHES CEARA
    RUA SILVA PAULET 1100
    ALDEOTA,FORTALEZA60120-021
    BR     		  NC PROJECT - NABOR PEPE E ESPACO VOAR 25,001
    DESTINY PORTAL
    2100 ELDRIDGE PKWY SOUTH
    HOUSTON,TX77077     		  PC GENERAL SUPPORT 45,000
    DIAMOND WILLOW
    PO BOX 438
    FORT THOMPSON,SD57339     		  PC GENERAL SUPPORT 30,000
    GLOBAL OPERATIONS FOR ALL PEOPLES
    PO BOX 118131
    CARROLLTON,TX75011     		  PC GENERAL SUPPORT 5,500
    KEYSTONE PROJECT
    PO BOX 473
    RAPID CITY,SD57709     		  PC GENERAL SUPPORT 5,000
    LOVE IS MINISTRY
    6119 GREENVILLE AVE 120
    DALLAS,TX75206     		  PC GENERAL SUPPORT 24,000
    MISSION OF YAHWEH
    10247 ALGIERS
    HOUSTON,TX77041     		  PC GENERAL SUPPORT 20,000
    PORTAL HOUSTON INC (OIL OF JOY)
    PO BOX 720768
    HOUSTON,TX77272     		  PC GENERAL SUPPORT 30,000
    WORD2ACT
    1000 POTOMAC ST NW 5TH FLOOR
    WASHINGTON,DC20007     		  PC GENERAL SUPPORT 5,000
    Total .................................bullet 3b 320,001
    Form 990-PF (2018)
    Form 990-PF (2018)
    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....     14 552,012  
    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 -91,067  
    9 Net income or (loss) from special events:          
    10 Gross profit or (loss) from sales of inventory          
    11 Other revenue:
    aPARTNERSHIP K-1 INCOME     		    14 54,918  
    bOFFICE SPACE RENTAL INCOME     16 273,724 0
    c
    d
    e
    12 Subtotal. Add columns (b), (d), and (e).. 0 789,587 0
    13Total. Add line 12, columns (b), (d), and (e)..................
    13
    789,587
    (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.)
    Form 990-PF (2018)
    Form 990-PF (2018)
    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) (other than section 501(c)(3) organizations) or in section 527, relating to political organizations?
    Yes
    No
    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) (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 name SmallBullet
    		 Firm's EIN SmallBullet
    Firm's address SmallBullet


    		 Phone no.
    Form 990-PF (2018)
    Additional Data


    Software ID:  
    Software Version:  


    Form 990PF - Special Condition Description:
    Special Condition Description
    Schedule B
    (Form 990, 990-EZ,
    or 990-PF)
    Department of the Treasury
    Internal Revenue Service
    Schedule of Contributors

    Arrow Bullet Attach to Form 990, 990-EZ, or 990-PF.
    Arrow Bullet Go to www.irs.gov/Form990 for the latest information.
    OMB No. 1545-0047
    2018
    Name of the organization
    STOLLER FOUNDATION
     
    Employer identification number

    46-3119720
    Organization type (check one):
    Filers of:
    Section:
    Form 990 or 990-EZ






    Form 990-PF




    Check if your organization is covered by the General Rule or a Special Rule.  
    Note. Only a section 501(c)(7), (8), or (10) organization can check boxes for both the General Rule and a Special Rule. See instructions.
    General Rule
    Special Rules
    ......... Arrow Bullet $  
    Caution. An organization that isn't covered by the General Rule and/or the Special Rules doesn't file Schedule B (Form 990,
    990-EZ, or 990-PF), but it must answer “No” on Part IV, line 2, of its Form 990; or check the box on line H of its
    Form 990-EZ or on its Form 990PF, Part I, line 2, to certify that it doesn't meet the filing requirements of Schedule B (Form 990,
    990-EZ, or 990-PF).
    For Paperwork Reduction Act Notice, see the Instructions
    for Form 990, 990-EZ, or 990-PF.
    Cat. No. 30613XSchedule B (Form 990, 990-EZ, or 990-PF) (2018)
    Schedule B (Form 990, 990-EZ, or 990-PF) (2018) Page 2
    Name of organization
    STOLLER FOUNDATION
          		Employer identification number
    46-3119720
    Part I
    Contributors (See instructions). Use duplicate copies of Part I if additional space is needed.
    (a)
    No.    		 (b)
    Name, address, and ZIP + 4    		 (c)
    Total contributions    		 (d)
    Type of contribution
    1
    STOLLER GROUP INC
     
    9090 KATY FREEWAY STE 400
     
    HOUSTON, TX77024

    		$ 3,798,840


    (Complete Part II for noncash contributions.)
    (a)
    No.    		 (b)
    Name, address, and ZIP + 4    		 (c)
    Total contributions    		 (d)
    Type of contribution
    2
    STOLLER GROUP INC
     
    9090 KATY FREEWAY STE 400
     
    HOUSTON, TX77024

    		$ 31,788,082


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

    		$  


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

    		$  


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

    		$  


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

    		$  


    (Complete Part II for noncash contributions.)
    Schedule B (Form 990, 990-EZ, or 990-PF) (2018)
    Schedule B (Form 990, 990-EZ, or 990-PF) (2018)
    Page 3
    Name of organization
    STOLLER FOUNDATION
          		Employer identification number

    46-3119720
    Part II
    Noncash Property (See instructions). Use duplicate copies of Part II if additional space is needed.
    (a)
    No. from Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (See instructions)     		(d)
    Date received
    2
    		 SECURITIES $ 31,788,082 2018-06-07
    (a)
    No. from Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (See instructions)     		(d)
    Date received
     
    		$    
    (a)
    No. from Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (See instructions)     		(d)
    Date received
     
    		$    
    (a)
    No. from Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (See instructions)     		(d)
    Date received
     
    		$    
    (a)
    No. from Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (See instructions)     		(d)
    Date received
     
    		$    
    (a)
    No. from Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (See instructions)     		(d)
    Date received
     
    		$    
    Schedule B (Form 990, 990-EZ, or 990-PF) (2018)
    Schedule B (Form 990, 990-EZ, or 990-PF) (2018)
    Page 4
    Name of organization
    STOLLER FOUNDATION
          		Employer identification number

    46-3119720
    Part III
    Exclusively religious, charitable, etc., contributions to organizations described in section 501(c)(7), (8), or (10) that total more than $1,000 for the year from any one contributor. Complete columns (a) through (e) and the following line entry. For organizations completing Part III, enter the total of exclusively religious, charitable, etc., contributions of $1,000 or less for the year. (Enter this information once. See instructions.) Arrow Bullet$  
    Use duplicate copies of Part III if additional space is needed.
    (a)
    No. from Part I    		 (b) Purpose of gift (c) Use of gift (d) Description of how gift is held
     
    (e) Transfer of gift
    Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
     
     
         
     
    (a)
    No. from Part I    		 (b) Purpose of gift (c) Use of gift (d) Description of how gift is held
     
    (e) Transfer of gift
    Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
     
     
         
     
    (a)
    No. from Part I    		 (b) Purpose of gift (c) Use of gift (d) Description of how gift is held
     
    (e) Transfer of gift
    Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
     
     
         
     
    (a)
    No. from Part I    		 (b) Purpose of gift (c) Use of gift (d) Description of how gift is held
     
    (e) Transfer of gift
    Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
     
     
         
     
    Schedule B (Form 990, 990-EZ, or 990-PF) (2018)

    Additional Data


    Software ID:  
    Software Version:  

    TY 2018 AccountingFeesSchedule
    Name:
    STOLLER FOUNDATION
    EIN:
    46-3119720
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    TAX COMPLIANCE 15,044 7,522 0 7,522

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

    TY 2018 DepreciationSchedule
    Name:
    STOLLER FOUNDATION
    EIN:
    46-3119720
    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
    FURNITURE AND FIXTURES 2014-10-01 13,489 6,263 SL 7.000000000000 1,928 0 0  
    MACHINERY AND EQUIPMENT 2014-10-01 31,897 19,879 SL 5.000000000000 4,656 0 0  
    IMPROVEMENTS 2016-01-27 4,612 1,263 SL 20.000000000000 659 0 0  
    INTANGIBLE ASSETS 2015-06-30 34,322 17,325 SL 5.000000000000 6,864 0 0  
    BUILDING - HAMMERLY 2017-12-14 3,925,944   SL 40.000000000000 98,149 0 98,149  
    LAND - HAMMERLY 2017-12-14 871,200   L   0 0 0  
    IMPROVEMENTS 2017-12-31 20,900   SL 20.000000000000 2,986 0 0  
    FURNITURE AND FIXTURES 2016-03-07 16,147 4,229 SL 7.000000000000 2,306 0 0  
    FURNITURE AND FIXTURES 2018-06-30 32,337   SL 7.000000000000 2,310 0 0  
    BUILDING - HAMMERLY IMPROVEMENTS 2018-06-30 245,289   SL 40.000000000000 3,066 0 3,066  
    MACHINERY AND EQUIPMENT 2014-12-01 2,893 1,797 SL 5.000000000000 578 0 0  
    MACHINERY AND EQUIPMENT 2015-04-24 1,718 916 SL 5.000000000000 344 0 0  
    MACHINERY AND EQUIPMENT 2017-06-30 1,124 225 SL 5.000000000000 225 0 0  
    MACHINERY AND EQUIPMENT 2018-06-30 2,070   SL 5.000000000000 207 0 0  

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    TY 2018 ExpenditureResponsibilityStmt
    Name:
    STOLLER FOUNDATION
    EIN:
    46-3119720
    Grantee's Name Grantee's Address Grant Date Grant Amount Grant Purpose Amount Expended By Grantee Any Diversion By Grantee? Dates of Reports By Grantee Date of Verification Results of Verification
    CVNTN-UNITED BAPTIST CHURCHES CEARA
          		RUA SILVA PAULET 1100 ALDEOTA
    FORTALEZA,CE 60120-021  
    BR     		2018-01-09 41,667 PROJECT - NABOR PEPE E ESPACO VOAR (SPACE TO FLY) 41,667       THE GRANTOR HAS NO REASON TO DOUBT THE ACCURACY OR RELIABILITY OF ALL SUBMITTED REPORTS FROM THE GRANTEE; THEREFORE, NO INDEPENDENT VERIFICATION OF THE REPORTS HAS BEEN MADE.
    CVNTN-UNITED BAPTIST CHURCHES CEARA
          		RUA SILVA PAULET 1100 ALDEOTA
    FORTALEZA,CE 60120-021  
    BR     		2018-09-18 24,999 PROJECT - NABOR PEPE E ESPACO VOAR (SPACE TO FLY) 24,999       THE GRANTOR HAS NO REASON TO DOUBT THE ACCURACY OR RELIABILITY OF ALL SUBMITTED REPORTS FROM THE GRANTEE; THEREFORE, NO INDEPENDENT VERIFICATION OF THE REPORTS HAS BEEN MADE.
    GOSPEL GARDEN
          		CALLE 20 NO 325
    IZAMEL,YUCATAN  
    MX     		2018-02-12 100,000 GENERAL SUPPORT 100,000       THE GRANTOR HAS NO REASON TO DOUBT THE ACCURACY OR RELIABILITY OF ALL SUBMITTED REPORTS FROM THE GRANTEE; THEREFORE, NO INDEPENDENT VERIFICATION OF THE REPORTS HAS BEEN MADE.

    TY 2018 InvestmentsCorpStockSchedule
    Name:
    STOLLER FOUNDATION
    EIN:
    46-3119720
    Name of Stock End of Year Book Value End of Year Fair Market Value
    33,714 SHS AT&T INC 962,198 962,198
    7,400 SHS BANK OF AMERICA CORP 182,336 182,336
    10,000 SHS INTEL CORPORATION 469,300 469,300
    7,100 SHS JPMORGAN CHASE & CO 693,102 693,102
    9,688 SHS SUPERIOR UNIFORM GRP 170,993 170,993
    10,000 SHS VERIZON COMMUNICATION 562,200 562,200
    2,000 SHS WELLS FARGO BANK NA 92,160 92,160
    163 SHS APPLE INC 25,712 25,712
    200 SHS W & T OFFSHORE INC 824 824
    13160 SHS AT&T INC 375,586 375,586
    18,400 SHS ABBOTT LABORATORIES 1,330,872 1,330,872
    13,200 SHS ALTRIA GROUP INC 651,948 651,948
    5,340 SHS AMGEN INC 1,039,538 1,039,538
    47,845 SHS BANK OF AMERICA CORP 1,178,901 1,178,901
    20,600 SHS BANK OF NY MELLON CO 969,642 969,642
    17,400 SHS BRISTOL-MYERS SQUIBB 904,452 904,452
    9,250 SHS CHEVRON CORP 1,006,308 1,006,308
    18,439 SHS CITIGROUP INC 959,934 959,934
    178 SHS ENSCO PLC 634 634
    12,200 SHS EXXON MOBIL CORP 831,918 831,918
    88,260 SHS FORD MOTOR CO 675,189 675,189
    1,190 SHS GENERAL ELECTRIC CO 9,008 9,008
    23,479 SHS GENERAL MOTORS CO 785,373 785,373
    12,146 SHS GILEAD SCIENCES INC 759,732 759,732
    8,487 SHS GOLDMAN SACHS GROUP 1,417,753 1,417,753
    33,503 SHS INTEL CORP 1,572,296 1,572,296
    12,296 SHS J P MORGAN CHASE & CO 1,200,336 1,200,336
    11,700 SHS LILLY ELI & CO 1,353,924 1,353,924
    15,500 SHS MERCK & CO INC 1,184,355 1,184,355
    32,886 SHS MICROSOFT CORP 3,340,231 3,340,231
    24,800 SHS MORGAN STANLEY 983,320 983,320
    172 SHS NABORS INDUSTRIES 344 344
    243 SHS NOBLE CORP PLC 637 637
    5,193 SHS W & T OFFSHORE INC 21,395 21,395
    17,000 SHS WELLS FARGO BK N A 783,360 783,360
    8,900 SHS PHILIP MORRIS INTL 594,164 594,164
    17,000 SHS QUALCOMM INC 967,470 967,470
    19,000 ROTAL DUTCH SHELL 1,107,130 1,107,130
    290 SHS SEADRILL PARTNERS LLC 502 502
    180 SHS SOUTHWESTERN ENERGY 614 614
    39,800 SHS VERIZON COMMUNICATION 2,237,556 2,237,556
    9,763 SHS VISA INC 1,288,130 1,288,130

    TY 2018 InvestmentsOtherSchedule2
    Name:
    STOLLER FOUNDATION
    EIN:
    46-3119720
    Category/ Item Listed at Cost or FMV Book Value End of Year Fair Market Value
    CAZ HALCYON OFFSHORE STRATEGIC OPP FUND FMV 2,496,471 2,496,471
    CAZ PARTNERS FUND LIQUID INCOME (TE), LP FMV 585,437 585,437

    TY 2018 LandEtcSchedule2
    Name:
    STOLLER FOUNDATION
    EIN:
    46-3119720
    Category / Item Cost / Other Basis Accumulated Depreciation Book Value End of Year Fair Market Value
    FURNITURE AND FIXTURES 61,973 17,036 44,937 44,937
    MACHINERY AND EQUIPMENT 39,702 28,827 10,875 10,875
    BUILDINGS 4,171,233 101,215 4,070,018 3,911,000
    IMPROVEMENTS 25,512 4,908 20,604 20,604
    LAND 871,200 0 871,200 1,089,000
    MISCELLANEOUS 34,322 24,189 10,133 10,133


    TY 2018 LegalFeesSchedule
    Name:
    STOLLER FOUNDATION
    EIN:
    46-3119720
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    LEGAL 200 0 0 200


    TY 2018 OtherDecreasesSchedule
    Name:
    STOLLER FOUNDATION
    EIN:
    46-3119720
    Description Amount
    UNREALIZED DECLINE IN VALUE OF INVESTMENTS 3,461,043


    TY 2018 OtherExpensesSchedule
    Name:
    STOLLER FOUNDATION
    EIN:
    46-3119720
    Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    BANK CHARGES AND FEES 707 0 0 737
    EMPLOYEE TRAINING AND DEVELOPMENT 333 0 0 333
    INSURANCE - D & O 901 0 0 901
    IT SERVICES 6,456 0 0 6,456
    OFFICE EQUIPMENT & SUPPLIES 16,337 0 0 15,931
    PASSTHROUGH K-1 EXPENSES 149,533 149,533 0 0
    PAYROLL SERVICES 990 0 0 990
    PROMOTION AND DEVELOPMENT 7,392 0 0 7,477
    SOFTWARE EXPENSE 2,926 0 0 2,941


    TY 2018 OtherIncomeSchedule2
    Name:
    STOLLER FOUNDATION
    EIN:
    46-3119720
    Description Revenue And Expenses Per Books Net Investment Income Adjusted Net Income
    PARTNERSHIP K-1 INCOME 54,918 54,918 0
    OFFICE SPACE RENTAL INCOME 273,724 273,724 0


    TY 2018 OtherProfessionalFeesSchedule
    Name:
    STOLLER FOUNDATION
    EIN:
    46-3119720
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    CONSULTING 220 0 0 220


    TY 2018 TaxesSchedule
    Name:
    STOLLER FOUNDATION
    EIN:
    46-3119720
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    EXCISE TAX 24,899 0 0 0
    FOREIGN TAX 5,358 5,358 0 0