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 08-01-2018 , and ending 07-31-2019
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. 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$16,821,545
J 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) 32,567
2 Check bullet.............
3 Interest on savings and temporary cash investments 2,725 2,725  
4 Dividends and interest from securities... 330,185 330,185  
5a Gross rents............ 6,586 6,586  
b Net rental income or (loss) 6,586
6a Net gain or (loss) from sale of assets not on line 10 9,339
b Gross sales price for all assets on line 6a 5,299,401
7 Capital gain net income (from Part IV, line 2)... 9,339
8 Net short-term capital gain.........  
9 Income modifications...........  
10a Gross sales less returns and allowances 1,450
b Less: Cost of goods sold.... 981
c Gross profit or (loss) (attach schedule)..... 469  
11 Other income (attach schedule)....... 156,907 74,273  
12 Total. Add lines 1 through 11........ 538,778 423,108  
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 0 0   0
14 Other employee salaries and wages...... 464,388 1,580   451,892
15 Pension plans, employee benefits.......        
16a Legal fees (attach schedule)......... 1,158 0   464
b Accounting fees (attach schedule)....... 19,390 10,195   0
c Other professional fees (attach schedule).... 44,874 44,874   2,595
17 Interest...............        
18 Taxes (attach schedule) (see instructions)... 97,972 5,722   34,679
19 Depreciation (attach schedule) and depletion... 25,794 0  
20 Occupancy..............        
21 Travel, conferences, and meetings....... 16,942 0   15,105
22 Printing and publications.......... 1,103 0   936
23 Other expenses (attach schedule)....... 332,572 48,621   120,310
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 1,004,193 110,992   625,981
25 Contributions, gifts, grants paid....... 296,269 296,269
26 Total expenses and disbursements. Add lines 24 and 25 1,300,462 110,992   922,250
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements -761,684
b Net investment income (if negative, enter -0-) 312,116
c Adjusted net income (if negative, enter -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............. 246,433 155,492 155,492
2 Savings and temporary cash investments.........      
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.............. 1,911 4,322 4,322
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).......... 15,846,298 Click to see attachment15,188,135 16,110,103
14 Land, buildings, and equipment: basis bullet2,137,905
Less: accumulated depreciation (attach schedule) bullet1,586,277 567,345 Click to see attachment551,628 551,628
15 Other assets (describe bullet)      
16 Total assets (to be completed by all filers—see the
instructions. Also, see page 1, item I) 16,661,987 15,899,577 16,821,545
Liabilities 17 Accounts payable and accrued expenses..........    
18 Grants payable................. 292,669 328,440
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 attachment1,173 Click to see attachment447
23 Total liabilities (add lines 17 through 22)......... 293,842 328,887
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........ 16,368,145 15,570,690
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)..... 16,368,145 15,570,690
31 Total liabilities and net assets/fund balances (see instructions). 16,661,987 15,899,577
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
16,368,145
2
Enter amount from Part I, line 27a .....................
2
-761,684
3
Other increases not included in line 2 (itemize) bullet
3
0
4
Add lines 1, 2, and 3 ..........................
4
15,606,461
5
Decreases not included in line 2 (itemize) bulletClick to see attachment
5
35,771
6
Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 30 .
6
15,570,690
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 2379 S&P 500 SPDR ETF - 350 SH P 2017-12-04 2018-08-14
b 2379 S&P 500 SPDR ETF - 250 SH P 2017-12-04 2018-08-29
c 2379 S&P 500 SPDR ETF - 190 SH P 2017-12-04 2018-10-25
d 2379 S&P 500 SPDR ETF - 185 SH P 2017-12-04 2018-11-05
e 2379 S&P 500 SPDR ETF - 913 SH P 2017-12-04 2018-11-29
2379 S&P 500 SPDR ETF - 168 SH P 2017-12-04 2018-12-12
2379 S&P 500 SPDR ETF - 1228 SH P 2017-12-15 2019-01-11
2379 S&P 500 SPDR ETF - 1207 SH P 2017-12-15 2019-01-30
2379 S&P 500 SPDR ETF - 178 SH P 2017-12-04 2019-03-01
2379 S&P 500 SPDR ETF - 1786 SH P 2017-12-04 2019-03-12
2379 S&P 500 SPDR ETF - 332 SH P 2017-12-04 2019-07-30
9749 FEDEX CORP 3.250% DUE 4-1-26 27000 SH P 2017-11-09 2018-12-06
9749 FEDEX CORP 3.250% DUE 4-1-26 11000 SH P 2017-11-13 2018-12-06
9749 FORTUNE BRANDS HOME & SEC 4% DUE 6-15-25 - 35000SH P 2018-01-05 2018-12-06
9749 JOHNSON & JOHNSON 3.550% DUE 3-1-36 - 36000 SH P 2017-11-13 2018-12-06
9749 PROGRESSIVE CORP OHIO 2.450% DUE 1-15-27 - 42000 SH P 2017-11-13 2018-12-06
9749 RAYTHEON CO 3.125% DUE 10-15-20 - 20000 SH P 2017-11-09 2018-12-06
9749 SMUKERS J M CO 2.500% DUE 3-15-20 - 34000 SH P 2017-12-04 2018-12-06
9749 TEVA PHARMACEUTICAL FIN NETH 2.200% DUE 7-21-21 - 20000 SH P 2017-11-09 2018-12-06
9749 TEVA PHARMACEUTICAL FIN NETH 2.200% DUE 7-21-21 - 12000 SH P 2017-11-13 2018-12-06
9749 GOLDMAN SACHS GROUP INC 3.500% DUE 11-16-26 - 1000 SH P 2017-12-11 2018-12-06
9749 GOLDMAN SACHS GROUP INC 3.500% DUE 11-16-26 - 36000 SH P 2017-11-13 2018-12-03
9749 BOEING CO 3.300% DUE 3-01-35 - 38000 SH P 2017-12-04 2018-12-11
9749 ESTEE LAUDER COS INC 2.350% DUE 8-15-22 - 56000 SH P 2017-11-13 2018-12-12
9749 DEUTSCHE BANK AG 2.850% DUE 5-10-19 - 37000 SH P 2017-11-13 2018-12-17
9749 NEWELL BRANDS INC 4.200% DUE 4-1-26 - 18000 SH P 2017-11-09 2019-02-01
9749 NEWELL BRANDS INC 4.200% DUE 4-1-26 - 15000 SH P 2017-11-13 2019-02-01
9749 AMGEN INC 3.625% DUE 5-22-24 - 38000 SH P 2019-01-07 2019-02-12
9749 VENTAS REALTY LP 3.100% DUE 1-15-23 - 36000 SH P 2018-03-01 2019-02-13
9749 COSTCO WHOLESALE CORP 2.250 % DUE 2-15-22 - 37000 SH P 2017-12-04 2019-03-05
9749 NATIONAL OILWELL VARCO INC 2.600% DUE 12-01-22 - 45000 SH P 2017-11-09 2019-03-05
9749 DISCOVERY COMMUNICATIONS LLC 2.200% DUE 9-20-19 - 38000 SH P 2017-11-13 2019-03-06
9749 ACE INA HOLDINGS INC 3.350% DUE 5-03-26 - 9000 SH P 2018-12-06 2019-03-15
9749 HEALTH CARE REIT INC 4% DUE 6-01-25 - 3000 SH P 2019-02-13 2019-03-15
9749 METLIFE INC 3.600% DUE 4-10-24 P 2018-12-06 2019-03-15
9749 VERIZON COMMUNICATIONS INC 4.125% DUE 3-16-27 P 2018-12-06 2019-03-15
9749 UNITED STATES TREAS NTS 1.375% DUE 7-31-19 - 10000 SH P 2019-03-15 2019-03-21
9749 UNITED STATES TREAS NTS 1.375% DUE 7-31-19 - 142100 SH P 2017-11-09 2019-03-21
9749 PRICELINE GROUP INC 3.550% DUE 3-15-28 - 37000 SH P 2017-11-13 2019-03-26
9749 PRICELINE GROUP INC 3.550% DUE 3-15-28 - 2000 SH P 2019-03-15 2019-03-26
9749 ACE INA HOLDINGS INC 3.350% DUE 5-03-26 - 38000 SH P 2018-12-06 2019-04-05
9749 AMAZON.COM INC 3.150% DUE 8-22-27 - 4000 SH P 2019-03-15 2019-04-05
9749 AMAZON.COM INC 3.150% DUE 8-22-27 - 35000 SH P 2018-12-07 2019-04-05
9749 DOMINION ENERGY INC 3.900% DUE 10-1-25 - 37000 SH P 2018-12-18 2019-04-05
9749 MICROSOFT CORP 3.300% DUE 2-6-27 - 5000 SH P 2019-03-15 2019-04-05
9749 MICROSOFT CORP 3.300% DUE 2-6-27 - 33000 SH P 2018-12-13 2019-04-05
9749 VERIZON COMMUNICATIONS INC 4.125% DUE 3-16-27 P 2018-12-06 2019-04-05
9749 CISCO SYSTEM INC 2.200% DUE 2-28-21 - 37000 SH P 2017-11-13 2019-04-08
9749 CISCO SYSTEM INC 2.200% DUE 2-28-21 - 2000 SH P 2019-03-15 2019-04-08
9749 AIRCASTLE LTD 4.125% DUE 5-1-24 - 38000 SH P 2019-03-26 2019-04-11
9749 FIRSTENERGY CORP 3.900% DUE 7-15-27 - 12000 SH P 2019-03-15 2019-04-23
9749 FIRSTENERGY CORP 3.900% DUE 7-15-27 - 26000 SH P 2019-01-07 2019-04-23
9749 EXPRESS SCRIPTS HOLDING CO 3.500% DUE 6-15-24 - 38000 SH P 2017-11-09 2019-05-22
9749 NVIDIA CORP 3.200% DUE 9-16-26 - 4000 SH P 2019-03-15 2019-05-29
9749 NVIDIA CORP 3.200% DUE 9-16-26 - 35000 SH P 2018-12-07 2019-05-29
9749 BOSTON SCIENTIFIC CORP 4% DUE 3-1-28 - 37000 SH P 2019-02-13 2019-06-06
9749 LOCKHEED MARTIN CORP 3.800% DUE 3-1-45 - 36000 SH P 2018-12-13 2019-06-06
9749 LOCKHEED MARTIN CORP 3.800% DUE 3-1-45 - 23000 SH P 2019-01-07 2019-06-06
9749 CAMPBELL SOUP CO 4.150% DUE 3-15-28 P 2019-03-05 2019-06-21
9749 WESTROCK CO 3.750% DUE 3-15-25 - 51000 SH P 2019-04-08 2019-06-21
9749 UNITED STATES TREAS NTS 1.500% DUE 8-15-26 - 1900 SH P 2017-11-09 2019-06-25
9749 UNITED STATES TREAS NTS 2.125% DUE 7-31-24 - 500 SH P 2017-11-09 2019-06-25
9749 UNITED STATES TREAS NTS 2.250% DUE 8-15-27 - 2600 SH P 2017-11-09 2019-06-25
9749 UNITED STATES TREAS NTS 2% DUE 2-15-25 - 600 SH P 2017-11-09 2019-06-25
9749 CITIGROUP INC 3.300% DUE 4-27-25 - 37000 SH P 2017-11-13 2019-07-17
9749 CITIGROUP INC 3.300% DUE 4-27-25 - 1000 SH P 2019-03-15 2019-07-17
9749 UNITED STATES TREAS NTS 1.375% DUE 7-31-19 - 2800 SH P 2019-06-25 2019-07-31
9749 UNITED STATES TREAS NTS 1.375% DUE 7-31-19 - 122000 SH P 2017-11-09 2019-07-31
9749 UNITED STATES TREAS NTS 1.375% DUE 7-31-19 - 600 SH P 2017-12-11 2019-07-31
9750 MORGAN STANLEY 3.742% DUE 10-24-23 - 1000 SH P 2018-03-09 2018-08-01
9750 UNITED STATES TREAS NTS 1.500% DUE 8-15-20 - 200 SH P 2018-01-04 2018-09-07
9750 UNITED STATES TREAS NTS 1.500% DUE 8-15-20 - 1600 SH P 2018-08-01 2018-09-07
9750 UNITED STATES TREAS NTS 2.250% DUE 8-15-27 - 100 SH P 2017-12-07 2018-09-07
9750 UNITED STATES TREAS NTS 2.250% DUE 8-15-27 - 59700 SH P 2017-11-09 2018-09-07
9750 UNITED STATES TREAS NTS 2.250% DUE 8-15-27 - 1000 SH P 2018-08-01 2018-09-07
9750 UNITED STATES TREAS NTS 2% DUE 2-15-25 - 30000 SH P 2017-11-09 2018-09-07
9750 UNITED STATES TREAS NTS 2% DUE 2-15-25 - 200 SH P 2018-01-04 2018-09-07
9750 UNITED STATES TREAS NTS 1.125% DUE 6-30-21 - 118100 SH P 2017-11-09 2018-09-07
9750 UNITED STATES TREAS NTS 1.125% DUE 6-30-21 - 100 SH P 2017-12-07 2018-09-07
9750 UNITED STATES TREAS NTS 1.125% DUE 6-30-21 - 300 SH P 2017-12-14 2018-09-07
9750 UNITED STATES TREAS NTS 1.125% DUE 6-30-21 - 1800 SH P 2018-08-01 2018-09-07
9750 UNITED STATES TREAS NTS 1.625% DUE 8-15-22 - 66600 SH P 2017-11-09 2018-09-07
9750 UNITED STATES TREAS NTS 1.625% DUE 8-15-22 - 300 SH P 2017-12-07 2018-09-07
9750 UNITED STATES TREAS NTS 1.625% DUE 8-15-22 - 100 SH P 2018-01-04 2018-09-07
9750 UNITED STATES TREAS NTS 1.625% DUE 8-15-22 - 900 SH P 2018-08-01 2018-09-07
9750 CENTURYLINK INC 7.600% DUE 9-15-39 - 1000 SH P 2017-12-14 2018-10-31
9750 CENTURYLINK INC 7.600% DUE 9-15-39 - 57000 SH P 2017-11-07 2018-10-31
9750 CENTURYLINK INC 7.600% DUE 9-15-39 - 1000 SH P 2018-08-01 2018-10-31
9750 DIAMOND OFFSHORE DRILLING INC 5.700% DUE 10-15-39 - 25000 SH P 2017-11-09 2018-10-31
9750 DIAMOND OFFSHORE DRILLING INC 5.700% DUE 10-15-39 - 2000 SH P 2018-02-23 2018-10-31
9750 DIAMOND OFFSHORE DRILLING INC 5.700% DUE 10-15-39 - 7000 SH P 2018-02-23 2018-10-31
9750 DIAMOND OFFSHORE DRILLING INC 5.700% DUE 10-15-39 - 1000 SH P 2018-08-01 2018-10-31
9750 UNITED MEXICAN STATE MTN BE 5.750% DUE 10-12-10 - 40000 SH P 2017-11-09 2018-11-01
9750 LEXMARK INTL INC 6.375% DUE 3-15-20 - 28000 SH P 2017-11-13 2018-11-01
9750 LEXMARK INTL INC 6.375% DUE 3-15-20 - 1000 SH P 2018-08-01 2018-11-01
9750 MDC HOLDINGS INC 6% DUE 1-15-43 - 24000 SH P 2017-11-09 2018-11-05
9750 MDC HOLDINGS INC 6% DUE 1-15-43- 1000 SH P 2018-08-01 2018-11-05
9750 DU PONT E I DE NEMOURS & CO 4.625% DUE 1-15-20 - 19000 SH P 2017-11-09 2018-11-29
9750 ANHEUSER-BUSCH INBEV SA 3.700% DUE 2-1-24 - 2000 SH P 2018-02-28 2018-12-06
9750 ANHEUSER-BUSCH INBEV SA 3.700% DUE 2-1-24 - 1000 SH P 2018-08-01 2018-12-06
9750 ANHEUSER-BUSCH INBEV SA 3.700% DUE 2-1-24 - 17000 SH P 2017-11-09 2018-12-06
9750 CITIGROUP INC 4.168% DUE 9-1-23 - 42000 SH P 2018-03-16 2018-12-06
9750 ENSCO PLC 5.750% DUE 10-1-44 - 30000 SH P 2017-11-09 2018-12-06
9750 FEDEX CORP 3.200% DUE 2-1-25 - 20000 SH P 2017-11-09 2018-12-06
9750 ORACLE CORP 2.950% DUE 11-15-24 - 20000 SH P 2018-02-23 2018-12-06
9750 GOLDMAN SACHS GROUP INC 3.500% DUE 11-16-26 - 3000 SH P 2018-02-23 2018-12-06
9750 GOLDMAN SACHS GROUP INC 3.500% DUE 11-16-26 - 17000 SH P 2017-11-09 2018-12-06
9750 BANK AMERICA CORP 3.529% DUE 3-5-24 - 42000 SH P 2018-03-16 2018-12-07
9750 CIMAREX ENERGY CO 3.900% DUE 5-15-27 - 1000 SH P 2017-12-07 2018-12-07
9750 CIMAREX ENERGY CO 3.900% DUE 5-15-27 - 32000 SH P 2017-11-09 2018-12-07
9750 WELLS FARGO CO 3.757% DUE 10-31-23 - 41000 SH P 2018-03-09 2018-12-07
9750 GOLDMAN SACHS GROUP INC 3.427% DUE 2-23-23 - 1000 SH P 2018-08-01 2018-12-10
9750 GOLDMAN SACHS GROUP INC 3.427% DUE 2-23-23 - 41000 SH P 2018-03-08 2018-12-10
9750 JP MORGAN CHASE BANK NA 3.390% DUE 4-25-23 - 42000 SH P 2018-03-16 2018-12-10
9750 EXELON GENERATION CO LLC 3.400% DUE 3-15-22 - 1000 SH P 2018-08-01 2018-12-11
9750 EXELON GENERATION CO LLC 3.400% DUE 3-15-22 - 26000 SH P 2017-11-09 2018-12-11
9750 MITSUBISHI UFJ FINANCIAL GROUP INC 3.280% DUE 7-25-22 - 20000 SH P 2017-11-13 2018-12-11
9750 KINDER MORGAN INC 4.300% DUE 3-1-28 - 36000 SH P 2018-11-02 2019-02-07
9750 AMGEN INC 3.625% DUE 5-22-24 - 31000 SH P 2018-12-17 2019-02-12
9750 BANK OF MONTREAL 2.100% DUE 12-12-19 - 20000 SH P 2017-11-09 2019-02-27
9750 CISCO SYSTEMS INC 2.450% DUE 6-15-20 - 20000 SH P 2018-02-22 2019-02-27
9750 HUNTINGTON BANCSHARES INC 3.150% DUE 3-14-21 - 19000 SH P 2017-11-09 2019-02-27
9750 HUNTINGTON BANCSHARES INC 3.150% DUE 3-14-21 - 1000 SH P 2018-08-01 2019-02-27
9750 PFIZER INC 3% DUE 6-15-23 - 20000 SH P 2018-02-23 2019-02-27
9750 ROYAL BANK OF CANADA 4.650% DUE 1-27-26 - 19000 SH P 2017-11-09 2019-02-27
9750 JP MORGAN CHASE & CO 3.250% DUE 9-23-11 - 37000 SH P 2018-12-11 2019-03-21
9750 ACTAVIS FUNDING SCS 3.800% DUE 3-15-25 - 18000 SH P 2017-11-09 2019-03-26
9750 ACTAVIS FUNDING SCS 3.800% DUE 3-15-25 - 2000 SH P 2018-03-05 2019-03-26
9750 LILLY ELI & CO 3.375% DUE 3-15-29 - 20000 P 2019-02-27 2019-04-05
9750 ACE INA HOLDINGS INC 3.350% DUE 5-03-26 - 31000 SH P 2018-12-06 2019-04-05
9750 AMAZON.COM INC 3.150% DUE 8-22-27 - 32000 SH P 2018-12-07 2019-04-05
9750 DOMINION ENERGY INC 3.900% DUE 10-01-25 - 8000 SH P 2018-12-17 2019-04-05
9750 DOMINION ENERGY INC 3.900% DUE 10-01-25 - 4000 SH P 2018-12-13 2019-04-05
9750 DOMINION ENERGY INC 3.900% DUE 10-01-25 - 19000 SH P 2018-12-12 2019-04-05
9750 MICROSOFT CORP 3.700% DUE 8-8-46 - 25000 SH P 2017-11-09 2019-04-05
9750 MICROSOFT CORP 3.700% DUE 8-8-46 - 1000 SH P 2018-08-01 2019-04-05
9750 MORGAN STANLEY 3.981% DUE 10-24-23 - 1000 SH P 2019-03-07 2019-04-05
9750 MORGAN STANLEY 3.742% DUE 10-24-23 - 41000 SH P 2018-03-09 2019-04-05
9750 REGIONS FINANCIAL CORP 3.200% DUE 2-8-21 - 19000 SH P 2017-11-09 2019-04-05
9750 REGIONS FINANCIAL CORP 3.200% DUE 2-8-21 - 1000 SH P 2018-08-01 2019-04-05
9750 VERIZON COMMUNICATIONS INC 4.125% DUE 3-16-27 - 31000 SH P 2018-12-06 2019-04-05
9750 WALGREENS BOOTS ALLIANCE INC 2.700% DUE 11-18-19 - 23000 SH P 2017-11-09 2019-04-05
9750 AIRCASTLE LTD 4.125% DUE 5-1-24 - 20000 SH P 2019-03-26 2019-04-11
9750 AIRCASTLE LTD 4.125% DUE 5-1-24 - 21000 SH P 2019-04-05 2019-04-11
9750 FIRSTENERGY CORP 3.900% DUE 7-15-27 - 2000 SH P 2019-03-07 2019-04-23
9750 FIRSTENERGY CORP 3.900% DUE 7-15-27 - 30000 SH P 2018-12-10 2019-04-23
9750 BANK OF NOVA SCOTIA 4.500% DUE 12-16-25 - 19000 SH P 2017-11-09 2019-04-30
9750 NVIDIA CORP 3.200% DUE 9-16-26 - 2000 SH P 2018-12-07 2019-05-22
9750 NVIDIA CORP 3.200% DUE 9-16-26 - 30000 SH P 2018-12-07 2019-05-29
9750 TECK RESOURCES LTD 6% DUE 8-15-40 - 33000 SH P 2019-04-11 2019-05-30
9750 BECTON DICKINSON & CO 3.700% DUE 6-6-27 - 6000 SH P 2019-02-27 2019-06-05
9750 BOSTON SCIENTIFIC CORP 4% DUE 3-01-28 - 16000 SH P 2019-02-12 2019-06-06
9750 BOSTON SCIENTIFIC CORP 4% DUE 3-01-28 - 15000 SH P 2019-02-13 2019-06-06
9750 WESTROCK CO 3.750% DUE 3-15-25 - 40000 SH P 2019-04-08 2019-06-11
9750 CAMPBELL SOUP CO 4.150% DUE 3-15-28 - 41000 SH P 2019-03-05 2019-06-21
9750 CITIGROUP INC 4.450% DUE 9-29-27 - 27000 SH P 2017-11-09 2019-07-17
9750 CITIGROUP INC 4.125% DUE 7-25-28 - 3000 SH P 2019-03-07 2019-07-17
9750 CITIGROUP INC 4.125% DUE 7-25-28 - 38000 SH P 2018-12-11 2019-07-17
9750 UNITED STATES TREAS BONDS 3% DUE 11-15-44 - 200 SH P 2017-12-07 2018-09-07
9750 UNITED STATES TREAS BONDS 3% DUE 11-15-44 - 81000 SH P 2017-11-09 2018-09-07
9750 UNITED STATES TREAS BONDS 3% DUE 11-15-44 - 1200 SH P 2018-08-01 2018-09-07
9750 UNITED STATES TREAS BONDS 2.750% DUE 11-15-47 - 118700 SH P 2017-12-28 2018-09-07
9750 UNITED STATES TREAS BONDS 2.750% DUE 11-15-47 - 1700 SH P 2018-08-01 2018-09-07
9750 UNITED STATES TREAS NTS 1.375% DUE 7-31-19 - 105800 SH P 2017-11-09 2018-09-07
9750 UNITED STATES TREAS NTS 1.375% DUE 7-31-19 - 400 SH P 2017-12-07 2018-09-07
9750 UNITED STATES TREAS NTS 1.375% DUE 7-31-19 - 200 SH P 2017-12-14 2018-09-07
9750 UNITED STATES TREAS NTS 1.375% DUE 7-31-19 - 300 SH P 2018-01-04 2018-09-07
9750 UNITED STATES TREAS NTS 1.375% DUE 7-31-19 - 700 SH P 2018-08-01 2018-09-07
9750 UNITED STATES TREAS NTS 1.375% DUE 7-31-19 - 1000 SH P 2018-03-05 2018-09-07
9750 UNITED STATES TREAS NTS 2.125 DUE 7-31-24 - 66200 SH P 2017-11-09 2018-09-07
9750 UNITED STATES TREAS NTS 2.125 DUE 7-31-24 - 100 SH P 2017-12-07 2018-09-07
9750 UNITED STATES TREAS NTS 2.125 DUE 7-31-24 - 200 SH P 2018-01-04 2018-09-07
9750 UNITED STATES TREAS NTS 2.125 DUE 7-31-24 - 900 SH P 2018-08-01 2018-09-07
9750 UNITED STATES TREAS NTS 1.500% DUE 8-15-20 - 113300 SH P 2017-11-09 2018-09-07
9750 UNITED STATES TREAS NTS 1.500% DUE 8-15-20 - 300 SH P 2017-12-07 2018-09-07
9750 HCA INC 5.500% DUE 6-15-47 - 35000 SH P 2018-11-06 2019-03-05
9750 WELLS FARGO CO 3% DUE 10-23-26 - 1000 SH P 2017-12-07 2019-03-06
9750 WELLS FARGO CO 3% DUE 10-23-26 - 24000 SH P 2017-11-09 2019-03-06
9750 NORDSTROM INC 4% DUE 10-15-21 - 27000 SH P 2018-12-11 2019-03-06
9750 ACE INA HOLDINGS INC 3.350% DUE 5-03-26 - 2000 SH P 2018-12-06 2019-03-07
9750 BECTON DICKINSON & CO 3.700% DUE 6-6-27 - 1000 SH P 2019-02-27 2019-03-07
9750 METLIFE INC 3.600% DUE 4-10-24 - 2000 SH P 2018-12-06 2019-03-07
9750 UNITED STATES TREAS NTS 2.750% DUE 2-28-25 - 100 SH P 2018-09-07 2019-03-07
9750 UNITED STATES TREAS NTS 2.875% DUE 8-15-28 - 200 SH P 2018-09-07 2019-03-07
9750 UNITED STATES TREAS NTS 2.250% DUE 11-15-25 - 100 SH P 2018-09-07 2019-03-07
9750 UNITED STATES TREAS NTS 2% DUE 11-15-26 - 200 SH P 2018-09-07 2019-03-07
9750 UNITED STATES TREAS NTS 2.250% DUE 12-31-23 - 100 SH P 2018-09-07 2019-03-07
9750 UNITED STATES TREAS NTS 2.750% DUE 2-28-25 - 47800 SH P 2018-09-07 2019-03-21
9750 UNITED STATES TREAS NTS 2.625% DUE 2-28-23 - 300 SH P 2019-03-07 2019-03-21
9750 UNITED STATES TREAS NTS 2.625% DUE 2-28-23 - 79800 SH P 2018-09-07 2019-03-21
9750 UNITED STATES TREAS NTS 2.250% DUE 12-31-23 - 15200 SH P 2018-09-07 2019-03-21
9750 JPMORGAN CHASE & CO 3.250% DUE 9-23-22 - 2000 SH P 2019-03-07 2019-03-21
CLASS ACTION LITIGATION SETTLEMENTS P 2016-08-01 2019-07-31
PCCP EQUITY VII, LP - PASSTHRU LONG TERM CAPITAL GAINS P 2016-07-29 2018-12-31
DC CAPITAL PARTNERS FUND II - PASSTHRU SEC 1231 LOSS P 2016-10-19 2018-12-31
VIRTUS REAL ESTATE CAPITAL II LP - PASSTHRU SEC 1231 GAIN P 2016-12-22 2018-12-31
(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 99,311   93,033 6,278
b 72,797   66,452 6,345
c 51,514   50,504 1,010
d 50,581   49,175 1,406
e 249,812   242,684 7,128
45,032   44,656 376
49,979   56,693 -6,714
75,147   84,406 -9,259
49,804   47,314 2,490
499,962   474,735 25,227
99,959   88,249 11,710
25,467   27,457 -1,990
10,376   11,106 -730
34,528   36,730 -2,202
34,095   36,463 -2,368
37,743   39,939 -2,196
20,006   20,646 -640
33,564   34,165 -601
18,438   18,137 301
11,063   10,711 352
921   1,005 -84
33,141   35,813 -2,672
34,108   37,815 -3,707
53,602   56,012 -2,410
36,753   37,301 -548
17,225   18,793 -1,568
14,354   15,623 -1,269
38,497   37,914 583
35,379   35,434 -55
36,506   36,900 -394
43,593   44,434 -841
37,810   37,984 -174
9,051   8,738 313
3,046   3,020 26
8,212   7,986 226
8,290   7,980 310
9,961   9,960 1
141,550   141,489 61
36,697   36,979 -282
1,984   1,960 24
38,482   36,893 1,589
4,008   3,991 17
35,070   33,588 1,482
38,178   36,704 1,474
5,107   5,086 21
33,707   32,512 1,195
37,643   35,911 1,732
36,731   37,084 -353
1,985   1,986 -1
37,941   38,141 -200
12,081   12,093 -12
26,177   25,267 910
38,368   38,525 -157
4,001   3,944 57
35,008   33,029 1,979
38,890   37,178 1,712
36,291   33,303 2,988
23,186   21,252 1,934
40,716   37,437 3,279
52,774   51,605 1,169
1,855   1,778 77
509   498 11
2,667   2,578 89
607   591 16
38,026   37,282 744
1,028   992 36
2,800   2,798 2
122,000   121,476 524
600   596 4
1,027   1,032 -5
195   197 -2
1,564   1,563 1
95   99 -4
56,510   59,196 -2,686
947   941 6
28,448   29,531 -1,083
190   195 -5
112,901   115,018 -2,117
96   97 -1
287   291 -4
1,721   1,717 4
63,673   65,518 -1,845
287   294 -7
96   97 -1
860   859 1
855   873 -18
48,735   49,733 -998
855   844 11
18,063   21,188 -3,125
1,445   1,655 -210
5,058   5,775 -717
723   812 -89
37,040   42,076 -5,036
24,150   29,573 -5,423
863   851 12
18,900   23,880 -4,980
788   851 -63
19,343   20,073 -730
1,942   2,035 -93
971   1,007 -36
16,504   17,774 -1,270
41,967   43,217 -1,250
17,850   20,970 -3,120
19,125   20,358 -1,233
19,197   19,532 -335
2,762   2,900 -138
15,650   16,979 -1,329
40,583   41,832 -1,249
923   1,027 -104
29,546   32,944 -3,398
40,590   42,025 -1,435
963   1,007 -44
39,495   41,038 -1,543
41,238   42,448 -1,210
983   995 -12
25,567   26,713 -1,146
19,789   20,132 -343
36,250   35,006 1,244
31,405   30,799 606
19,902   20,028 -126
19,938   19,919 19
18,991   19,451 -460
1,000   995 5
20,130   20,088 42
19,912   20,542 -630
37,380   36,518 862
18,203   18,303 -100
2,023   1,965 58
20,378   20,021 357
31,393   30,097 1,296
32,064   30,709 1,355
8,255   7,913 342
4,127   3,945 182
19,605   18,734 871
25,080   25,060 20
1,003   972 31
1,016   1,018 -2
41,667   42,319 -652
19,124   19,445 -321
1,007   996 11
32,415   30,923 1,492
22,966   23,225 -259
19,969   20,074 -105
20,967   20,982 -15
2,014   1,999 15
30,204   28,923 1,281
19,919   20,092 -173
1,993   1,887 106
30,007   28,311 1,696
33,674   34,797 -1,123
6,218   5,853 365
16,817   16,084 733
15,766   15,072 694
41,000   40,474 526
42,804   39,357 3,447
28,818   28,463 355
3,145   2,964 181
39,832   36,052 3,780
196   212 -16
79,500   84,316 -4,816
1,178   1,174 4
110,549   118,644 -8,095
1,583   1,578 5
104,767   105,345 -578
396   397 -1
198   199 -1
297   298 -1
693   693 0
990   989 1
63,560   65,926 -2,366
96   99 -3
192   197 -5
864   860 4
110,746   112,592 -1,846
293   297 -4
36,274   34,563 1,711
953   985 -32
22,883   23,451 -568
27,397   27,286 111
2,003   1,942 61
975   976 -1
2,045   1,997 48
101   99 2
204   199 5
98   96 2
192   187 5
99   97 2
48,737   47,460 1,277
303   302 1
80,651   79,170 1,481
15,129   14,761 368
2,021   2,019 2
779     779
3,849     3,849
    6 -6
2,575     2,575
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       6,278
b       6,345
c       1,010
d       1,406
e       7,128
      376
      -6,714
      -9,259
      2,490
      25,227
      11,710
      -1,990
      -730
      -2,202
      -2,368
      -2,196
      -640
      -601
      301
      352
      -84
      -2,672
      -3,707
      -2,410
      -548
      -1,568
      -1,269
      583
      -55
      -394
      -841
      -174
      313
      26
      226
      310
      1
      61
      -282
      24
      1,589
      17
      1,482
      1,474
      21
      1,195
      1,732
      -353
      -1
      -200
      -12
      910
      -157
      57
      1,979
      1,712
      2,988
      1,934
      3,279
      1,169
      77
      11
      89
      16
      744
      36
      2
      524
      4
      -5
      -2
      1
      -4
      -2,686
      6
      -1,083
      -5
      -2,117
      -1
      -4
      4
      -1,845
      -7
      -1
      1
      -18
      -998
      11
      -3,125
      -210
      -717
      -89
      -5,036
      -5,423
      12
      -4,980
      -63
      -730
      -93
      -36
      -1,270
      -1,250
      -3,120
      -1,233
      -335
      -138
      -1,329
      -1,249
      -104
      -3,398
      -1,435
      -44
      -1,543
      -1,210
      -12
      -1,146
      -343
      1,244
      606
      -126
      19
      -460
      5
      42
      -630
      862
      -100
      58
      357
      1,296
      1,355
      342
      182
      871
      20
      31
      -2
      -652
      -321
      11
      1,492
      -259
      -105
      -15
      15
      1,281
      -173
      106
      1,696
      -1,123
      365
      733
      694
      526
      3,447
      355
      181
      3,780
      -16
      -4,816
      4
      -8,095
      5
      -578
      -1
      -1
      -1
      0
      1
      -2,366
      -3
      -5
      4
      -1,846
      -4
      1,711
      -32
      -568
      111
      61
      -1
      48
      2
      5
      2
      5
      2
      1,277
      1
      1,481
      368
      2
      779
      3,849
      -6
      2,575
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 9,339
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))
2017 923,238 16,366,990 0.056409
2016 952,536 16,086,503 0.059213
2015 893,720 15,569,249 0.057403
2014 831,702 17,347,532 0.047944
2013 774,932 17,497,107 0.044289
2
Total of line 1, column (d) .....................
2
0.265258
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
0.053052
4
Enter the net value of noncharitable-use assets for 2018 from Part X, line 5......
4
15,804,082
5
Multiply line 4 by line 3......................
5
838,438
6
Enter 1% of net investment income (1% of Part I, line 27b)...........
6
3,121
7
Add lines 5 and 6........................
7
841,559
8
Enter qualifying distributions from Part XII, line 4,.............
8
922,250
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 3,121
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 3,121
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 3,121
6 Credits/Payments:
a 2018 estimated tax payments and 2017 overpayment credited to 2018 6a 10,371
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 10,371
8 Enter any penalty for underpayment of estimated tax. Check here if Form 2220 is attached. Click to see attachment 8 0
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 7,250
11 Enter the amount of line 10 to be: Credited to 2019 estimated taxBullet7,250 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. Click to see attachment...............................
    10
    Yes
     
    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.STANZELFAMILYFOUNDATION.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 —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
     
     
    .........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
     
     
    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
    THEODORE STANZEL VICE-PRESIDENT
    4.00
    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
    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
    CHERYL HUDEC PEKAR EXECUTIVE DIRECTOR
    40.00
    84,205 0 0
    311 BAUMGARTEN ST
    SCHULENBURG,TX78956
    PHYLLIS M VENGHAUS PAT DIRECTOR
    40.00
    54,120 0 0
    311 BAUMGARTEN ST
    SCHULENBURG,TX78956
    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 EDUCATION PROGRAM - PROVIDES SCHOLARSHIP TO GRADUATING SENIOR RESIDING IN THE SCHULENBURG/WEIMAR ISD. PROVIDES GRANTS TO SCHOOLS AND OTHER EDUCATIONAL PROGRAMS IN SCHULENBURG/WEIMAR. 225,925
    2 STANZEL MODEL AIRCRAFT MUSEUM DISPLAYS ARTIFACTS RELATED TO THE HISTORY AND DEVELOPMENT OF MODEL FLYING AIRCRAFT. 137,112
    3 HEALTH COMMUNITY INITIATIVE IS A PROGRAM TO PROMOTE HEALTHY LIFESTYLES AND HEALTH HABITS, WHILE IMPROVING THE QUALITY OF COMMUNITY LIFE. 239,351
    4 THE PARENTS AS TEACHERS PROGRAM IS COMMITTED TO PROVIDE FREE INFORMATION,EDUCATION,AND FAMILY SUPPORT ON CHILD DEVELOPMENT ISSUES FROM PRENATAL TO KINDERGARTEN. 319,692
    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
    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
    13,278,780
    b
    Average of monthly cash balances.......................
    1b
    124,204
    c
    Fair market value of all other assets (see instructions)................
    1c
    2,641,769
    d
    Total (add lines 1a, b, and c).........................
    1d
    16,044,753
    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
    16,044,753
    4
    Cash deemed held for charitable activities. Enter 1 1/2% of line 3 (for greater amount, see
    instructions) .............................
    4
    240,671
    5
    Net value of noncharitable-use assets. Subtract line 4 from line 3. Enter here and on Part V, line 4
    5
    15,804,082
    6
    Minimum investment return. Enter 5% of line 5..................
    6
    790,204
    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
    790,204
    2a
    Tax on investment income for 2018 from Part VI, line 5......
    2a
    3,121
    b
    Income tax for 2018. (This does not include the tax from Part VI.)...
    2b
    3,090
    c
    Add lines 2a and 2b............................
    2c
    6,211
    3
    Distributable amount before adjustments. Subtract line 2c from line 1............
    3
    783,993
    4
    Recoveries of amounts treated as qualifying distributions................
    4
    0
    5
    Add lines 3 and 4............................
    5
    783,993
    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
    783,993
    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
    922,250
    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
    922,250
    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
    3,121
    6
    Adjusted qualifying distributions. Subtract line 5 from line 4..............
    6
    919,129
    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 7 783,993
    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......  
    b From 2014......  
    c From 2015...... 119,011
    d From 2016...... 162,484
    e From 2017...... 210,624
    fTotal of lines 3a through e........ 492,119
    4Qualifying distributions for 2018 from Part
    XII, line 4: bullet$ 922,250
    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..... 783,993
    e Remaining amount distributed out of corpus 138,257
    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 5 630,376
    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) ...
    0
    9Excess distributions carryover to 2019.
    Subtract lines 7 and 8 from line 6a ......
    630,376
    10 Analysis of line 9:
    a Excess from 2014....  
    b Excess from 2015.... 119,011
    c Excess from 2016.... 162,484
    d Excess from 2017.... 210,624
    e Excess from 2018.... 138,257
    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).)
    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 (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
    DREW ADAMCIK
    1420 CR 253
    WEIMAR,TX78962
    NONE N/A COLLEGE SCHOLARSHIP 2,000
    VANCE ADAMCIK
    1420 CR 253
    WEIMAR,TX78962
    NONE N/A COLLEGE SCHOLARSHIP 1,000
    ERIK ARVIZU
    1022 PR20
    WEIMAR,TX78962
    NONE N/A COLLEGE SCHOLARSHIP 2,000
    LIZBETH AVILA
    107 ST JOHN RD
    SCHULENBURG,TX78956
    NONE N/A COLLEGE SCHOLARSHIP 2,000
    MIKAYLA BEIERSDORFER
    203 E SUMMIT ST
    SCHULENBURG,TX78956
    NONE N/A COLLEGE SCHOLARSHIP 2,000
    SEAMUS BENNETT
    1000 BRIGHT CIRCLE DR
    COLLEGE STATION,TX77840
    NONE N/A COLLEGE SCHOLARSHIP 2,000
    NATHAN BESCH
    1507 COUNTY ROAD 210
    WEIMAR,TX78962
    NONE N/A COLLEGE SCHOLARSHIP 1,000
    SAMANTHA CARTER
    440 HOLUB ROAD
    SCHULENBURG,TX78956
    NONE N/A COLLEGE SCHOLARSHIP 1,000
    GABRIELLE CERNOSEK
    204 E ANDERSON ST
    SCHULENBURG,TX78956
    NONE N/A COLLEGE SCHOLARSHIP 2,000
    CE'KIA COOK
    137 CR 202
    WEIMAR,TX78962
    NONE N/A COLLEGE SCHOLARSHIP 2,000
    ZERGIO DAVALOS
    712 S EAST ST
    WEIMAR,TX78962
    NONE N/A COLLEGE SCHOLARSHIP 2,000
    DALLAS GARZA
    806 BAUMGARTEN ST
    SCHULENBURG,TX78956
    NONE N/A COLLEGE SCHOLARSHIP 2,000
    JADE GARZA
    317 E NORTH ST
    WEIMAR,TX78962
    NONE N/A COLLEGE SCHOLARSHIP 2,000
    JAZZ GARZA
    317 E NORTH ST
    WEIMAR,TX78962
    NONE N/A COLLEGE SCHOLARSHIP 2,000
    BAY GUENTERT
    2434 VACEK LOOP
    SCHULENBURG,TX78956
    NONE N/A COLLEGE SCHOLARSHIP 2,000
    BLAIR GUENTERT
    207 N MAIN ST
    SCHULENBURG,TX78956
    NONE N/A COLLEGE SCHOLARSHIP 2,000
    SKYLAR HINSON
    201 E SUMMIT ST
    SCHULENBURG,TX78956
    NONE N/A COLLEGE SCHOLARSHIP 2,000
    JEREMY HOUSTON
    228 ST JOHN RD
    SCHULENBURG,TX78956
    NONE N/A COLLEGE SCHOLARSHIP 1,000
    HANNAH HUTCHINS
    65 N KESSLER AVE
    SCHULENBURG,TX78956
    NONE N/A COLLEGE SCHOLARSHIP 2,000
    TANNER JANEK
    1054 BILLECK LANE
    WEIMAR,TX78962
    NONE N/A COLLEGE SCHOLARSHIP 2,000
    JOSE JIMENEZ
    305 AUGUST STREET
    SCHULENBURG,TX78956
    NONE N/A COLLEGE SCHOLARSHIP 2,000
    ROSHAUD JOHNSON
    403 E CHURCH 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 1,000
    KARLEE KANSTEINER
    1006 COUNTY ROAD 207
    WEIMAR,TX78962
    NONE N/A COLLEGE SCHOLARSHIP 2,000
    DYLAN KUBALA
    830 FM 2672
    SCHULENBURG,TX78956
    NONE N/A COLLEGE SCHOLARSHIP 2,000
    ZACHERY KUBALA
    830 FM 2672
    SCHULENBURG,TX78956
    NONE N/A COLLEGE SCHOLARSHIP 2,000
    MAKAYLA KUNZ
    405 W SOUTH ST
    WEIMAR,TX78962
    NONE N/A COLLEGE SCHOLARSHIP 2,000
    HANNAH LEWIS
    PO BOX 1138
    LA VERNIA,TX78121
    NONE N/A COLLEGE SCHOLARSHIP 2,000
    HAILEY MACHAC
    PO BOX 373
    SCHULENBURG,TX78956
    NONE N/A COLLEGE SCHOLARSHIP 2,000
    SHANE MENDEL
    1834 FM 615
    SCHULENBURG,TX78956
    NONE N/A COLLEGE SCHOLARSHIP 2,000
    GLORIA MERINO
    1014 JOHNNIE MAE LN
    WEIMAR,TX78962
    NONE N/A COLLEGE SCHOLARSHIP 1,000
    LESLY MILAN PREV BELMONTE
    127 CR 202
    WEIMAR,TX78962
    NONE N/A COLLEGE SCHOLARSHIP 2,000
    VALERIE MILLER
    305 W JACKSON ST
    WEIMAR,TX78962
    NONE N/A COLLEGE SCHOLARSHIP 2,000
    MICHAEL MIMS
    1015 FOREST BLUFF TRAIL
    ROUND ROCK,TX78665
    NONE N/A COLLEGE SCHOLARSHIP 2,000
    ANGELA NORMAN
    105 BLACK ST
    SCHULENBURG,TX78956
    NONE N/A COLLEGE SCHOLARSHIP 1,000
    KRISSI PASCHALL
    1002 W HWY 90
    WEIMAR,TX78962
    NONE N/A COLLEGE SCHOLARSHIP 2,000
    SETH PATTEN
    211 ANDERSON ST
    SCHULENBURG,TX78956
    NONE N/A COLLEGE SCHOLARSHIP 1,000
    ELENA PEREZ
    207 WEST GRANGE STREET
    WEIMAR,TX78962
    NONE N/A COLLEGE SCHOLARSHIP 2,000
    ELIZABETH PESL
    208 BAUMGARTEN ST
    SCHULENBURG,TX78956
    NONE N/A COLLEGE SCHOLARSHIP 2,000
    FERNANDO PICAZO
    2261 HIGHWAY 90
    WEIMAR,TX78962
    NONE N/A COLLEGE SCHOLARSHIP 1,000
    ANTRIVIA POWE
    904 JAMES AVE
    SCHULENBURG,TX78956
    NONE N/A COLLEGE SCHOLARSHIP 1,000
    KAITLYN RAINOSEK
    1414 FM 2144
    SCHULENBURG,TX78956
    NONE N/A COLLEGE SCHOLARSHIP 2,000
    DYLAN RAMIREZ
    1090 MENIS RD
    WEIMAR,TX78962
    NONE N/A COLLEGE SCHOLARSHIP 2,000
    CASSIE REDDING
    215 W RADHOST SCHOOL RD
    LA GRANGE,TX78945
    NONE N/A COLLEGE SCHOLARSHIP 2,000
    GENISE RODRIGUEZ
    71 CATLIN ST L9
    MERIDEN,CT06450
    NONE N/A COLLEGE SCHOLARSHIP 2,000
    PRICILLA RODRIGUEZ
    2068 IH 10
    WEIMAR,TX78962
    NONE N/A COLLEGE SCHOLARSHIP 2,000
    COLIN SCHUETZE
    1227 CR 209
    WEIMAR,TX78962
    NONE N/A COLLEGE SCHOLARSHIP 2,000
    TANNER SEMBERA
    404 GINDLER ST
    WEIMAR,TX78962
    NONE N/A COLLEGE SCHOLARSHIP 2,000
    SARA SEYL
    1048 EILERS ST
    SCHULENBURG,TX78956
    NONE N/A COLLEGE SCHOLARSHIP 1,000
    MACY LAUREN STAVINOHA
    1389 CR 220
    WEIMAR,TX78962
    NONE N/A COLLEGE SCHOLARSHIP 2,000
    BRESHAWNNA STOVALL
    1302 SOUTH ST
    SCHULENBURG,TX78956
    NONE N/A COLLEGE SCHOLARSHIP 2,000
    CALEB VALCHAR
    507 BUCEK ST
    SCHULENBURG,TX78956
    NONE N/A COLLEGE SCHOLARSHIP 2,000
    MELANIE VARGAS
    203 KALLUS ST
    SCHULENBURG,TX78956
    NONE N/A COLLEGE SCHOLARSHIP 2,000
    SARAH VECERA
    5534 MACH RD
    LA GRANGE,TX78945
    NONE N/A COLLEGE SCHOLARSHIP 2,000
    ALBERT VELAZQUEZ
    309 AUGUST ST
    SCHULENBURG,TX78956
    NONE N/A COLLEGE SCHOLARSHIP 2,000
    ASHLEY VELAZQUEZ
    902 BAUMGARTEN ST
    SCHULENBURG,TX78956
    NONE N/A COLLEGE SCHOLARSHIP 2,000
    ERIKA VELAZQUEZ
    309 AUGUST ST
    SCHULENBURG,TX78956
    NONE N/A COLLEGE SCHOLARSHIP 1,000
    JUDITH VELAZQUEZ
    1102 BAUMGARTEN ST
    SCHULENBURG,TX78956
    NONE N/A COLLEGE SCHOLARSHIP 1,000
    LEO VELOZ
    804 COLLEGE ST
    SCHULENBURG,TX78956
    NONE N/A COLLEGE SCHOLARSHIP 2,000
    MALLORY VRAZEL
    8205 W US HWY 90
    SCHULENBURG,TX78956
    NONE N/A COLLEGE SCHOLARSHIP 1,000
    AMBER WALKER
    PO BOX 30
    SCHULENBURG,TX78956
    NONE N/A COLLEGE SCHOLARSHIP 1,000
    TYCIE WILLIAMS
    504 N ST ANDREWS
    WEIMAR,TX78962
    NONE N/A COLLEGE SCHOLARHSIP 469
    DALE KIRN MEMORIAL SCHOLARSHIP
    3701 HIGHLAND PARK NW
    NORTH CANTON,OH44720
    N/A PUBLIC CHARITY CAMP INVENTION PROGRAM SCHOLARSHIPS - LA GRANGE ISD 800
    VICTORIA COLLEGE - ZELDA ALLEN SCHOOL OF NURSING
    2200 EAST RED RIVER
    VICTORIA,TX77901
    N/A PUBLIC SCHOOL NURSING SCHOLARSHIPS 5,000
    BLINN COLLEGE FOUNDATION
    100 RANGER DR
    SCHULENBURG,TX78956
    N/A PUBLIC SCHOOL FOR SCHULENBURG, TX CAMPUS 4,000
    CHAMPION VALLEY BOYS AND GIRLS CLUB
    101 WEST JACKSON ST
    WEIMAR,TX78962
    N/A PUBLIC CHARITY COMMUNITY PROGRAM 90,000
    MINI HORSE HELPERS
    230 HAUSMANN GIN RD
    LA GRANGE,TX78945
    N/A PUBLIC CHARITY COMMUNITY PROGRAM 5,000
    NAVIDAD VALLEY COMMUNITY CONNECTOR
    1111 BOHLMANN AVE
    SCHULENBURG,TX78956
    N/A PUBLIC CHARITY COMMUNITY PROGRAM 40,000
    SCHULENBURG ISD - TEACHER GENERATED INSTRUCTIONAL GRANT
    521 NORTH ST
    SCHULENBURG,TX78956
    N/A PUBLIC SCHOOL TEACHER GENERATED INSTRUCTIONAL GRANT 3,000
    ST MICHAEL SCHOOL - TEACHER GENERATED INSTRUCTIONAL GRANT
    103 E NORTH ST
    WEIMAR,TX78962
    N/A PUBLIC SCHOOL TEACHER GENERATED INSTRUCTIONAL GRANT 2,000
    ST ROSE SCHOOL
    405 BLACK ST
    SCHULENBURG,TX78956
    N/A PUBLIC SCHOOL TECHNOLOGY/COMPUTERS/ELEMENTARY 5,000
    ST ROSE SCHOOL - TEACHER GENERATED INSTRUCTIONAL GRANT
    405 BLACK ST
    SCHULENBURG,TX78956
    N/A PUBLIC SCHOOL TEACHER GENERATED INSTRUCTIONAL GRANT 2,000
    TURTLE WING FOUNDATION
    PO BOX 631
    SCHULENBURG,TX78956
    N/A PUBLIC CHARITY COMMUNITY PROGRAM 22,000
    WEIMAR ISD - TEACHER GENERATED INSTRUCTIONAL GRANT
    506 W MAIN ST
    WEIMAR,TX78962
    N/A PUBLIC SCHOOL TEACHER GENERATED INSTRUCTIONAL GRANT 3,000
    WEIMAR ISD
    506 W MAIN ST
    WEIMAR,TX78962
    N/A PUBLIC SCHOOL TECHNOLOGY/COMPUTERS/ELEMENTARY 5,000
    Total .................................bullet 3a 296,269
    bApproved for future payment
    DREW ADAMCIK
    1420 CR 253
    WEIMAR,TX78962
    NONE N/A COLLEGE SCHOLARSHIP 1,000
    ERIK ARVIZU
    1022 PR20
    WEIMAR,TX78962
    NONE N/A COLLEGE SCHOLARSHIP 1,500
    CHRISTINA AVILA
    815 WOLTERS AVE
    SCHULENBURG,TX78956
    NONE N/A PROFESSIONAL SCHOLARSHIP 2,000
    LIZBETH AVILA
    107 ST JOHN RD
    SCHULENBURG,TX78956
    NONE N/A COLLEGE SCHOLARSHIP 2,500
    MIKAYLA BEIERSDORFER
    203 E SUMMIT ST
    SCHULENBURG,TX78956
    NONE N/A COLLEGE SCHOLARSHIP 1,500
    KELLY BERGER
    1995 HWY 90 A
    SHERIDAN,TX77475
    NONE N/A PROFESSIONAL SCHOLARSHIP 2,000
    NATHAN BESCH
    1507 COUNTY ROAD 210
    WEIMAR,TX78962
    NONE N/A COLLEGE SCHOLARSHIP 2,500
    GABRIELLE CERNOSEK
    204 E ANDERSON ST
    SCHULENBURG,TX78956
    NONE N/A COLLEGE SCHOLARSHIP 1,000
    JAUNDREA CHESTER
    406 N COLLEGE ST
    WEIMAR,TX78962
    NONE N/A COLLEGE SCHOLARSHIP 2,500
    CE'KIA COOK
    137 CR 202
    WEIMAR,TX78962
    NONE N/A COLLEGE SCHOLARSHIP 1,000
    ZERGIO DAVALOS
    712 S EAST ST
    WEIMAR,TX78962
    NONE N/A COLLEGE SCHOLARSHIP 2,500
    MORELLA ESPINOZA
    830 FM 2672
    SCHULENBURG,TX78956
    NONE N/A COLLEGE SCHOLARSHIP 2,500
    JULIANE FRYE
    5827 FM 957
    SCHULENBURG,TX78956
    NONE N/A COLLEGE SCHOLARSHIP 2,500
    LIZZETT GARCIA
    304 E SOUTH ST
    WEIMAR,TX78962
    NONE N/A COLLEGE SCHOLARSHIP 2,500
    JADE GARZA
    317 E NORTH ST
    WEIMAR,TX78962
    NONE N/A COLLEGE SCHOLARSHIP 2,500
    JAZZ GARZA
    317 E NORTH ST
    WEIMAR,TX78962
    NONE N/A COLLEGE SCHOLARSHIP 2,500
    DYLAN GOLDBERG
    3333 HERMIS RD
    SCHULENBURG,TX78956
    NONE N/A COLLEGE SCHOLARSHIP 2,500
    BLAIR GUENTERT
    207 N MAIN ST
    SCHULENBURG,TX78956
    NONE N/A COLLEGE SCHOLARSHIP 2,500
    REGINA HAWKINS
    1005 BLACK ST
    SCHULENBURG,TX78956
    NONE N/A PROFESSIONAL SCHOLARSHIP 505
    SKYLAR HINSON
    201 E SUMMIT ST
    SCHULENBURG,TX78956
    NONE N/A COLLEGE SCHOLARSHIP 2,500
    JEREMY HOUSTON
    1501 KELLET AVE
    SCHULENBURG,TX78956
    NONE N/A COLLEGE SCHOLARSHIP 500
    MICHELLE HOUSTON
    210 S MAIN ST
    SCHULENBURG,TX78956
    NONE N/A PROFESSIONAL SCHOLARSHIP 805
    TANNER JANEK
    1054 BILLECK LANE
    WEIMAR,TX78962
    NONE N/A COLLEGE SCHOLARSHIP 2,500
    ROSHAUD JOHNSON
    403 E CHURCH ST
    WEIMAR,TX78962
    NONE N/A COLLEGE SCHOLARSHIP 2,500
    ANDRE JONES
    904 JAMES AVE
    SCHULENBURG,TX78956
    NONE N/A COLLEGE SCHOLARSHIP 2,500
    BENITO JUAREZ
    1207 KESSLER AVE
    SCHULENBURG,TX78956
    NONE N/A COLLEGE SCHOLARSHIP 2,500
    IRENE JUAREZ
    404 E HUVAR ST
    WEIMAR,TX78962
    NONE N/A PROFESSIONAL SCHOLARSHIP 2,000
    KARLEE KANSTEINER
    1006 COUNTY ROAD 207
    WEIMAR,TX78962
    NONE N/A COLLEGE SCHOLARSHIP 2,500
    DYLAN KUBALA
    830 FM 2672
    SCHULENBURG,TX78956
    NONE N/A COLLEGE SCHOLARSHIP 2,500
    ZACHERY KUBALA
    830 FM 2672
    SCHULENBURG,TX78956
    NONE N/A COLLEGE SCHOLARSHIP 1,000
    ASHLIE KUNSCHICK
    1502 CR 253
    WEIMAR,TX78962
    NONE N/A COLLEGE SCHOLARSHIP 2,500
    REECE KUNSCHICK
    1502 CR 253
    WEIMAR,TX78962
    NONE N/A COLLEGE SCHOLARSHIP 1,500
    MAKAYLA KUNZ
    405 W SOUTH ST
    WEIMAR,TX78962
    NONE N/A COLLEGE SCHOLARSHIP 2,500
    ZAKARY KUNZ
    405 W SOUTH ST
    WEIMAR,TX78962
    NONE N/A COLLEGE SCHOLARSHIP 2,500
    HAILEY MACHAC
    PO BOX 373
    SCHULENBURG,TX78956
    NONE N/A COLLEGE SCHOLARSHIP 1,500
    SHANE MENDEL
    1834 FM 615
    SCHULENBURG,TX78956
    NONE N/A COLLEGE SCHOLARSHIP 2,500
    LESLY MILAN PREV BELMONTE
    127 CR 202
    WEIMAR,TX78962
    NONE N/A COLLEGE SCHOLARSHIP 2,500
    VALERIE MILLER
    305 W JACKSON ST
    WEIMAR,TX78962
    NONE N/A COLLEGE SCHOLARSHIP 2,500
    TAMIA OLIVER
    603 N ST ANDREWS
    WEIMAR,TX78962
    NONE N/A COLLEGE SCHOLARSHIP 1,500
    KRISSI PASCHALL
    1002 W HWY 90
    WEIMAR,TX78962
    NONE N/A COLLEGE SCHOLARSHIP 2,500
    SETH PATTEN
    211 ANDERSON ST
    SCHULENBURG,TX78956
    NONE N/A COLLEGE SCHOLARSHIP 1,000
    CODI PESAK
    304 WEST MARKET ST
    WEIMAR,TX78962
    NONE N/A PROFESSIONAL SCHOLARSHIP 2,000
    ELIZABETH PESL
    208 BAUMGARTEN ST
    SCHULENBURG,TX78956
    NONE N/A COLLEGE SCHOLARSHIP 2,500
    AMY POLK
    600 FM 2672 UNIT S
    SCHULENBURG,TX78956
    NONE N/A COLLEGE SCHOLARSHIP 505
    KAITLYN RAINOSEK
    1414 FM 2144
    WEIMAR,TX78962
    NONE N/A COLLEGE SCHOLARSHIP 2,500
    CASSIE REDDING
    215 W RADHOST SCHOOL RD
    LA GRANGE,TX78945
    NONE N/A COLLEGE SCHOLARSHIP 2,500
    JOY RHODES
    209 E CHURCH ST
    WEIMAR,TX78962
    NONE N/A COLLEGE SCHOLARSHIP 2,500
    DANIEL RODRIGUEZ CASTILLO
    2021 PRIVATE RD 30
    WEIMAR,TX78962
    NONE N/A COLLEGE SCHOLARSHIP 2,500
    GENISE RODRIGUEZ
    71 CATLIN ST L9
    MERIDEN,CT06450
    NONE N/A COLLEGE SCHOLARSHIP 2,500
    JORDAN SALEM
    PO BOX 223
    SCHULENBURG,TX78956
    NONE N/A COLLEGE SCHOLARSHIP 2,500
    TANNER SEMBERA
    404 GINDLER ST
    WEIMAR,TX78962
    NONE N/A COLLEGE SCHOLARSHIP 2,500
    BRESHAWNNA STOVALL
    1302 SOUTH ST
    SCHULENBURG,TX78956
    NONE N/A COLLEGE SCHOLARSHIP 2,500
    KEVIN TREYBIG
    2629 PETTIT LN
    SCHULENBURG,TX78956
    NONE N/A COLLEGE SCHOLARSHIP 2,500
    CALEB VALCHAR
    507 BUCEK ST
    SCHULENBURG,TX78956
    NONE N/A COLLEGE SCHOLARSHIP 2,500
    MELANIE VARGAS
    203 KALLUS ST
    SCHULENBURG,TX78956
    NONE N/A COLLEGE SCHOLARSHIP 2,500
    SARAH VECERA
    5534 MACH RD
    LA GRANGE,TX78945
    NONE N/A COLLEGE SCHOLARSHIP 2,500
    ALBERT VELAZQUEZ
    309 AUGUST ST
    SCHULENBURG,TX78956
    NONE N/A COLLEGE SCHOLARSHIP 2,500
    ASHLEY VELAZQUEZ
    902 BAUMGARTEN ST
    SCHULENBURG,TX78956
    NONE N/A COLLEGE SCHOLARSHIP 2,500
    BRIANNA VELAZQUEZ
    902 BAUMGARTEN ST
    SCHULENBURG,TX78956
    NONE N/A COLLEGE SCHOLARSHIP 2,500
    ERIKA VELAZQUEZ
    309 AUGUST ST
    SCHULENBURG,TX78956
    NONE N/A COLLEGE SCHOLARSHIP 1,000
    JUDITH VELAZQUEZ
    1102 BAUMGARTEN ST
    SCHULENBURG,TX78956
    NONE N/A COLLEGE SCHOLARSHIP 1,000
    LEO VELOZ
    202 RUSSEK ST APT C
    SCHULENBURG,TX78956
    NONE N/A COLLEGE SCHOLARSHIP 2,500
    AMBER WALKER
    PO BOX 30
    SCHULENBURG,TX78956
    NONE N/A COLLEGE SCHOLARSHIP 2,500
    AMY WICK
    1633 FM 1383
    SCHULENBURG,TX78956
    NONE N/A COLLEGE SCHOLARSHIP 2,500
    ANGELA WIED
    1030 COUNTY ROAD 218
    WEIMAR,TX78962
    NONE N/A PROFESSIONAL SCHOLARSHIP 2,000
    NASQUARIUS WILLIAMS
    303 N SMITH ST
    WEIMAR,TX78962
    NONE N/A PROFESSIONAL SCHOLARSHIP 1,125
    KAYLIE ZAPALAC
    8228 ABBOTTS GROVE SCHOOL RD
    LA GRANGE,TX78945
    NONE N/A COLLEGE SCHOLARSHIP 2,500
    BLINN COLLEGE FOUNDATION
    100 RANGER DR
    SCHULENBURG,TX78956
    N/A PUBLIC SCHOOL FOR SCHULENBURG, TX CAMPUS 4,000
    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 - FINE ARTS
    PO BOX 33
    FAYETTEVILLE,TX78940
    N/A PUBLIC CHARITY COMMUNITY PROGRAM 12,000
    OAKLAND HERITAGE SOCIETY
    1123 CR 270
    OAKLAND,TX78951
    N/A PUBLIC CHARITY COMMUNITY PROGRAM 3,000
    CHAMPION VALLEY BOYS AND GIRLS CLUB
    101 WEST JACKSON ST
    WEIMAR,TX78962
    N/A PUBLIC CHARITY COMMUNITY PROGRAM 80,000
    COLORADO COUNTY EMS
    305 RADIO LANE ROOM 101
    COLUMBUS,TX78934
    N/A COUNTY EMS COMMUNITY PROGRAM 4,000
    MINI HORSE HELPERS
    230 HAUSMANN GIN RD
    LA GRANGE,TX78945
    N/A PUBLIC CHARITY COMMUNITY PROGRAM 5,000
    FAYETTE COUNTY COMMUNITY THEATRE
    254 N JEFFERSON ST
    LA GRANGE,TX78945
    N/A PUBLIC SCHOOL COMMUNITY PROGRAM 5,000
    NAVIDAD VALLEY COMMUNITY CONNECTOR
    1111 BOHLMANN AVE
    SCHULENBURG,TX78956
    N/A PUBLIC CHARITY COMMUNITY PROGRAM 40,000
    TURTLE WING FOUNDATION
    PO BOX 631
    SCHULENBURG,TX78956
    N/A PUBLIC CHARITY COMMUNITY PROGRAM 20,000
    WEIMAR POLICE DEPARTMENT
    1754 I-10
    WEIMAR,TX78962
    N/A POLICE DEPARTMENT COMMUNITY PROGRAM 10,000
    Total .................................bullet 3b 328,440
    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 ...........
        14 2,725  
    4 Dividends and interest from securities....     14 330,185  
    5 Net rental income or (loss) from real estate:
    aDebt-financed property......          
    bNot debt-financed property.....     16 6,586  
    6 Net rental income or (loss) from personal property          
    7 Other investment income.....     15 74,273  
    8 Gain or (loss) from sales of assets other than
    inventory ............
        18 9,339  
    9 Net income or (loss) from special events:     01 65,309  
    10 Gross profit or (loss) from sales of inventory     05 469  
    11 Other revenue:
    aMUSEUM ADMISSION INCOME
      3,572 06    
    bTOY SALES AND ARTIFACTS 453220 2,161      
    c
    d
    e
    12 Subtotal. Add columns (b), (d), and (e).. 5,733 488,886 0
    13Total. Add line 12, columns (b), (d), and (e)..................
    13
    494,619
    (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
    11A ARTIFACTS RELATED TO THE HISTORY AND DEVELOPMENT OF MODEL FLYING
    11A AIRCRAFT.
    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
    THE STANZEL FAMILY FOUNDATION INC
     
    Employer identification number

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






    Form 990-PF




    Check if your organization is covered by the General Rule or a Special Rule.  
    Note. Only a section 501(c)(7), (8), or (10) organization can check boxes for both the General Rule and a Special Rule. See instructions.
    General Rule
    Special Rules
    ......... Arrow Bullet $  
    Caution. An organization that 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
    THE STANZEL FAMILY FOUNDATION INC
     
    Employer identification number
    74-2579827
    Part I
    Contributors (See instructions). Use duplicate copies of Part I if additional space is needed.
    (a)
    No.
    (b)
    Name, address, and ZIP + 4
    (c)
    Total contributions
    (d)
    Type of contribution
    1
    TURTLE WING FOUNDATION
     
    P O BOX 631
     
    SCHULENBURG, TX78956

    $ 12,479


    (Complete Part II for noncash contributions.)
    (a)
    No.
    (b)
    Name, address, and ZIP + 4
    (c)
    Total contributions
    (d)
    Type of contribution
    2
    FAYETTE RESALE INC SECOND CHANCE EMPORIUM
     
    P O BOX 189
     
    LA GRANGE, TX78945

    $ 5,000


    (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
    THE STANZEL FAMILY FOUNDATION INC
     
    Employer identification number

    74-2579827
    Part II
    Noncash Property (See instructions). Use duplicate copies of Part II if additional space is needed.
    (a)
    No. from Part I
    (b)
    Description of noncash property given
    (c)
    FMV (or estimate)
    (See instructions)
    (d)
    Date received
     
    $    
    (a)
    No. from Part I
    (b)
    Description of noncash property given
    (c)
    FMV (or estimate)
    (See instructions)
    (d)
    Date received
     
    $    
    (a)
    No. from Part I
    (b)
    Description of noncash property given
    (c)
    FMV (or estimate)
    (See instructions)
    (d)
    Date received
     
    $    
    (a)
    No. from Part I
    (b)
    Description of noncash property given
    (c)
    FMV (or estimate)
    (See instructions)
    (d)
    Date received
     
    $    
    (a)
    No. from Part I
    (b)
    Description of noncash property given
    (c)
    FMV (or estimate)
    (See instructions)
    (d)
    Date received
     
    $    
    (a)
    No. from Part I
    (b)
    Description of noncash property given
    (c)
    FMV (or estimate)
    (See instructions)
    (d)
    Date received
     
    $    
    Schedule B (Form 990, 990-EZ, or 990-PF) (2018)
    Schedule B (Form 990, 990-EZ, or 990-PF) (2018)
    Page 4
    Name of organization
    THE STANZEL FAMILY FOUNDATION INC
     
    Employer identification number

    74-2579827
    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:
    THE STANZEL FAMILY FOUNDATION INC
    EIN:
    74-2579827
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    ACCOUNTING FEES 19,390 10,195   0

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

    TY 2018 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 1999-04-01 575,760 284,790 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    
    FURNITURE 1999-04-01 8,984 8,984 200DB 7.000000000000 0 0    
    GUEST CHAIR 1999-04-01 269 269 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    
    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 17,884 SL 39.000000000000 927 0    
    SOLAR FILM APPLICATION 1999-09-15 1,100 529 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    
    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    
    DVD EQUIPMENT & SOFTWARE - MUSEUM EXHIBITS 2002-05-01 3,675 3,675 200DB 5.000000000000 0 0    
    OFFICE CHAIRS 2002-07-02 173 173 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    
    SCREEN & PROJECTOR 2003-03-31 2,422 2,422 200DB 7.000000000000 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    
    MAS90 ACCOUNTING SOFTWARE 2003-10-31 9,238 9,238 200DB 3.000000000000 0 0    
    DESK & COMPUTER TABLE - PAT (JS) 2003-08-31 175 175 200DB 7.000000000000 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    
    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    
    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    
    DESK AND CHAIR SET - PAT (K) 2004-09-07 71 71 200DB 7.000000000000 0 0    
    DESK - PAT (S) 2004-09-07 101 101 200DB 7.000000000000 0 0    
    CHAIR - PAT (K) 2004-10-05 50 50 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    
    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    
    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    
    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    
    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    
    PICTURE FRAMES 2007-05-08 320 320 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    
    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    
    4 DR VERTICAL FILE CABINET (PAT) 2006-11-07 160 160 200DB 7.000000000000 0 0    
    2 4DR FILE CABINETS 2007-03-13 343 343 200DB 7.000000000000 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    
    DELL LAPTOP COMPUTER 2008-08-05 901 901 200DB 5.000000000000 0 0    
    REFRIGERATOR 2009-07-07 470 470 200DB 5.000000000000 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    
    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, BUTTER LINER, 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 - 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 2015-01-07 668 668 200DB 5.000000000000 0 0    
    SECURITY CAMERAS - MUSEUM 2015-09-22 4,643 4,643 200DB 5.000000000000 0 0    
    HP OFFICE JET PRO PRINTER FAX COMBO - MUSEUM 2016-03-08 248 248 200DB 5.000000000000 0 0    
    MUSEUM EXHIBITS GRAPHIC UPGRADE 2015-10-01 34,800 34,800 200DB 7.000000000000 0 0    
    LAPTOP AND SOFTWARE 2016-04-12 664 664 200DB 5.000000000000 0 0    
    LAPTOP 2016-08-09 568 568 200DB 5.000000000000 0 0    
    LAPTOP 2017-04-11 590 590 200DB 5.000000000000 0 0    
    FILE CABINET 2017-04-11 115 115 200DB 7.000000000000 0 0    
    MUSEUM EXHIBITS UPGRADE (SOUTHWEST MUSEUM SVC) 2016-11-15 37,067 37,067 200DB 7.000000000000 0 0    
    DESK 2017-05-09 49 49 200DB 7.000000000000 0 0    
    HP PRINTER 2017-04-11 120 120 200DB 5.000000000000 0 0    
    PAPER SHREDDER 2017-04-11 300 300 200DB 7.000000000000 0 0    
    COMPUTER (PAT) 2017-08-01 837 837 200DB 5.000000000000 0 0    
    DELL ALL IN ONE (PAT) 2018-04-03 500 500 200DB 5.000000000000 0 0    
    DELL ALL IN ONE (MUSEUM) 2018-04-03 500 500 200DB 5.000000000000 0 0    
    DYSON VACUUM CLEANER (MUSEUM) 2017-11-25 325 325 200DB 7.000000000000 0 0    
    CUBICLES & FILING CABINET (PAT) 2018-05-22 560 560 200DB 7.000000000000 0 0    
    FILE SERVER, SOFTWARE & INSTALLATION 2018-08-28 1,546     5.000000000000 1,546 0    
    FILE SERVER, SOFTWARE & INSTALLATION 2018-08-28 1,546     5.000000000000 1,546 0    
    FILE SERVER, SOFTWARE & INSTALLATION 2018-08-28 1,546     5.000000000000 1,546 0    
    FILE SERVER, SOFTWARE & INSTALLATION 2018-08-28 1,546     5.000000000000 1,546 0    
    FILE SERVER, SOFTWARE & INSTALLATION 2018-08-28 430     5.000000000000 430 0    
    FILE SERVER, SOFTWARE & INSTALLATION 2018-08-28 1,546   200DB 5.000000000000 1,546 0    
    FILE SERVER, SOFTWARE & INSTALLATION 2018-08-28 430   200DB 5.000000000000 430 0    
    ROKU TV & WALL MOUNT 2019-04-15 33   200DB 5.000000000000 33 0    
    ROKU TV & WALL MOUNT 2019-04-15 33   200DB 5.000000000000 33 0    
    ROKU TV & WALL MOUNT 2019-04-15 33   200DB 5.000000000000 33 0    
    ROKU TV & WALL MOUNT 2019-04-15 33   200DB 5.000000000000 33 0    
    ROKU TV & WALL MOUNT 2019-04-15 33   200DB 5.000000000000 33 0    
    ROKU TV & WALL MOUNT 2019-04-15 33   200DB 5.000000000000 33 0    
    ROKU TV & WALL MOUNT 2019-04-15 33   200DB 5.000000000000 33 0    
    BOOKCASES & FILES 2018-09-11 226   200DB 7.000000000000 226 0    
    BOOKCASES & FILES 2018-09-11 226   200DB 7.000000000000 226 0    
    BOOKCASES & FILES 2018-09-11 226   200DB 7.000000000000 226 0    
    BOOKCASES & FILES 2018-09-11 226   200DB 7.000000000000 226 0    
    BOOKCASES & FILES 2018-09-11 63   200DB 7.000000000000 63 0    
    BOOKCASES & FILES 2018-09-11 226   200DB 7.000000000000 226 0    
    BOOKCASES & FILES 2018-09-11 63   200DB 7.000000000000 63 0    

    TY 2018 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, BONDS & ETFS AT COST 12,901,921 13,134,127
    PRIVATE EQUITY FUNDS AT COST 2,286,214 2,975,976

    TY 2018 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 575,760 299,552 276,208  
    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  
    FURNITURE 8,984 8,984 0  
    GUEST CHAIR 269 269 0  
    MUSEUM EXHIBITS (SOUTHWEST MUSEUM SVC) 208,202 0 208,202  
    BIPLANE - EXTERIOR DISPLAY 46,000 46,000 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 18,811 17,357  
    SOLAR FILM APPLICATION 1,100 557 543  
    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  
    LANDSCAPING 4,849 4,849 0  
    MUSEUM SIGN 8,888 8,888 0  
    DOCUMENT ENCAPSULATION 723 0 723  
    EASEL 410 410 0  
    DVD EQUIPMENT & SOFTWARE - MUSEUM EXHIBITS 3,675 3,675 0  
    OFFICE CHAIRS 173 173 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  
    SCREEN & PROJECTOR 2,422 2,422 0  
    TELEPHONE SYSTEM 2,940 2,940 0  
    FRAMED PRINTS - MUSEUM 311 311 0  
    MODEL RESTORATION - MUSEUM 2,007 2,007 0  
    MAS90 ACCOUNTING SOFTWARE 9,238 9,238 0  
    DESK & COMPUTER TABLE - PAT (JS) 175 175 0  
    FURNITURE (JS) - PAT 43 43 0  
    FURNITURE (NC) - PAT 290 290 0  
    BOOKCASE (NC) - PAT 22 22 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  
    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  
    DESK AND CHAIR SET - PAT (K) 71 71 0  
    DESK - PAT (S) 101 101 0  
    CHAIR - PAT (K) 50 50 0  
    BLACK SHELVING 93 93 0  
    FACTORY MUSEUM LANDSCAPING 4,869 4,869 0  
    DRY SINK (ANCESTRAL HOME) 788 788 0  
    BOOKCASE (MUSEUM) 70 70 0  
    FILE CABINET 119 119 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  
    PAT SOFTWARE LICENSE 400 400 0  
    2 SMALL SHELVES (PAT) 22 22 0  
    BINDING MACHINE (PAT) 119 119 0  
    LAMINATING MACHINE (PAT) 400 400 0  
    FILE CABINET - OFFICE 90 90 0  
    PICTURE FRAMES 320 320 0  
    VOICE RECORDER 44 44 0  
    BANK SERVICE & CAMERA COLOR DOME 294 294 0  
    SUPER V SHARK KIT 125 125 0  
    2 LARGE TABLES(PAT) 86 86 0  
    2DR FILE CABINET (PAT) 29 29 0  
    COMPUTER DESK (PAT) 89 89 0  
    4 DR VERTICAL FILE CABINET (PAT) 160 160 0  
    2 4DR FILE CABINETS 343 343 0  
    TRU-LADDER 50 50 0  
    FOUNDATION LAND 32,667 0 32,667  
    DELL COMPUTER 1,059 1,059 0  
    DELL LAPTOP COMPUTER 901 901 0  
    REFRIGERATOR 470 470 0  
    SHREDDER 400 400 0  
    LANDSCAPING - FACTORY BUILDING 3,745 3,745 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, BUTTER LINER, ETC 5,300 5,300 0  
    PAT - COPIER 5,841 5,841 0  
    PAT - LAPTOP AND MOUSE 1,120 1,120 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  
    SECURITY CAMERAS - MUSEUM 4,643 4,643 0  
    HP OFFICE JET PRO PRINTER FAX COMBO - MUSEUM 248 248 0  
    MUSEUM EXHIBITS GRAPHIC UPGRADE 34,800 34,800 0  
    LAPTOP AND SOFTWARE 664 664 0  
    LAPTOP 568 568 0  
    LAPTOP 590 590 0  
    FILE CABINET 115 115 0  
    MUSEUM EXHIBITS UPGRADE (SOUTHWEST MUSEUM SVC) 37,067 37,067 0  
    DESK 49 49 0  
    HP PRINTER 120 120 0  
    PAPER SHREDDER 300 300 0  
    COMPUTER (PAT) 837 837 0  
    DELL ALL IN ONE (PAT) 500 500 0  
    DELL ALL IN ONE (MUSEUM) 500 500 0  
    DYSON VACUUM CLEANER (MUSEUM) 325 325 0  
    CUBICLES & FILING CABINET (PAT) 560 560 0  
    FILE SERVER, SOFTWARE & INSTALLATION 1,546 1,546 0  
    FILE SERVER, SOFTWARE & INSTALLATION 1,546 1,546 0  
    FILE SERVER, SOFTWARE & INSTALLATION 1,546 1,546 0  
    FILE SERVER, SOFTWARE & INSTALLATION 1,546 1,546 0  
    FILE SERVER, SOFTWARE & INSTALLATION 430 430 0  
    FILE SERVER, SOFTWARE & INSTALLATION 1,546 1,546 0  
    FILE SERVER, SOFTWARE & INSTALLATION 430 430 0  
    ROKU TV & WALL MOUNT 33 33 0  
    ROKU TV & WALL MOUNT 33 33 0  
    ROKU TV & WALL MOUNT 33 33 0  
    ROKU TV & WALL MOUNT 33 33 0  
    ROKU TV & WALL MOUNT 33 33 0  
    ROKU TV & WALL MOUNT 33 33 0  
    ROKU TV & WALL MOUNT 33 33 0  
    BOOKCASES & FILES 226 226 0  
    BOOKCASES & FILES 226 226 0  
    BOOKCASES & FILES 226 226 0  
    BOOKCASES & FILES 226 226 0  
    BOOKCASES & FILES 63 63 0  
    BOOKCASES & FILES 226 226 0  
    BOOKCASES & FILES 63 63 0  


    TY 2018 LegalFeesSchedule
    Name:
    THE STANZEL FAMILY FOUNDATION INC
    EIN:
    74-2579827
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    LEGAL FEES 1,158 0   464


    TY 2018 OtherDecreasesSchedule
    Name:
    THE STANZEL FAMILY FOUNDATION INC
    EIN:
    74-2579827
    Description Amount
    NET INCREASE IN GRANTS PAYABLE 35,771


    TY 2018 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 9,132 38   6,299
    MISCELLANEOUS 86 0   38
    INSURANCE - D & O 2,192 0   0
    POSTAGE 995 0   815
    TELEPHONE 5,010 210   4,591
    PROMOTIONAL EXPENSES 15,278 2   15,273
    BUSINESS MEALS & MEETING REFRESHMENTS 6,150 2   2,830
    INTERNET EXPENSE 1,413 70   1,272
    OFFICE SUPPLIES 2,553 49   2,266
    GROUNDS CARE 13,592 66   12,995
    MEMBERSHIP DUES 3,805 0   2,638
    UTILITIES 16,803 79   16,068
    CLEANING SERVICE - MUSEUM & OTHER FACILITIES 5,610 27   5,363
    SEMINARS AND TRAINING 3,738 0   3,464
    PARENTS AS TEACHERS VOLUNTEER APPREC TOKENS 559 0   559
    PARENTS AS TEACHERS EDUCATIONAL SUPPLY EXPENSES 427 0   427
    WORKERS COMP INSURANCE 1,643 5   1,592
    SCHOLARSHIP TECHNICAL SUPPORT 1,875 0   1,875
    MAINTENANCE & REPAIRS - EQUIPMENT 7,629 162   9,391
    PROGRAM OPERATIONAL SUPPLIES 619 0   619
    LESS DEPRECIATION ADJ FOR NEW ASSETS PURCHASED FOR CHARITABLE USE -9,026 0   0
    INSURANCE - PROPERTY & LIABILITY 6,293 15   6,024
    FUND RAISING EXPENSE 11,592 0   0
    BOOKCASES AND FILES 1,131 63   1,131
    CREDIT CARD FEES 91 0   91
    FILE SERVER, SOFTWARE, INSTALLATION 7,729 430   7,729
    ROKU TV & WALL MOUNT 166 33   166
    PARENTS AS TEACHERS CERTIFICATIONS 1,794 0   1,794
    PARENTS AS TEACHERS LITERACY EXPENSE 3,500 0   3,500
    SOLACE CAP SPEC SIT FD LP - PASSTHRU PORTFOLIO DEDUCTIONS 9,784 9,784   0
    PCCP EQUITY VII LP - PASSTHRU PORTFOLIO DEDUCTIONS 1,566 1,566   0
    DC CAPITAL PARTNERS FUND II LP - PASSTHRU EXPENSES 25,254 0   0
    SOLACE CAP SPEC SITUATIONS FD LP - PASSTHRU DEDUCTIONS 1,494 0   0
    VIRTUS RE CAPITAL II LP - PASSTHRU DEDUCTION 41,303 0   0
    DC CAPITAL PARTNERS FUND II LP - PASSTHRU PORTFOLIO DEDUCTIONS 4,981 4,981   0
    ENERGY TRUST PARTNERS V LP - PASSTHRU PORTFOLIO DEDUCTIONS 30,814 30,814   0
    PROGRAM SOFTWARE 6,650 0   6,650
    SOFTWARE MAINTENANCE FEES 5,006 210   4,580
    GABELLI ACCOUNT EXPENSE 15 15   0
    MISC CHARITABLE - PASS THRU ENTITIES 170 0   170
    ENERGY TRUST PARTNERS V LP - PASSTHRU DEDUCTIONS 77,608 0   0
    MEMORIAL CHARITABLE DONATIONS 100 0   100
    GABELLI & CO ADJUSTMENT -27 0   0
    PCCP EQUITY VII LP - PASSTHRU DEDUCTIONS 5,475 0   0


    TY 2018 OtherIncomeSchedule2
    Name:
    THE STANZEL FAMILY FOUNDATION INC
    EIN:
    74-2579827
    Description Revenue And Expenses Per Books Net Investment Income Adjusted Net Income
    PCCP EQUITY VII, LP - MISCELLANEOUS INCOME 63,928 63,928 63,928
    DC CAPITAL PARTNERS FUND II LP - PASSTHRU SEC 965 INCOME 10,208 10,208 10,208
    ENERGY TRUST PARTNERS V LP - PASSTHRU ROYALTY INCOME & EXPENSE 137 137 137
    MUSEUM ADMISSION INCOME 3,572   3,572
    TOY SALES AND ARTIFACTS 2,161   2,161
    GROSS INCOME FROM SPECIAL FUNDRAISING EVENTS 76,901   76,901


    TY 2018 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 215 195
    OTHER EMPLOYEE WITHHOLDING PAYABLE - AFLAC & IRAS 958 252


    TY 2018 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 44,874 44,874   2,595


    TY 2018 SubstantialContributorsSch
    Name:
    THE STANZEL FAMILY FOUNDATION INC
    EIN:
    74-2579827
    Name Address
    THE SCHMIDT FAMILY FOUNDATION
     
    2925 PLAN BRIDGE RD
    SCHULENBURG,TX78956
    VIRGINIA BIBEE COUNTY RD 223
    WEIMAR,TX78962
    SCHULENBURG ISD
     
    521 NORTH ST
    SCHULENBURG,TX78956
    LINDA AND RALPH SCHMIDT 3151 FM 1383
    WEIMAR,TX78962
    DENNIS JR AND AMANDA VENGHAUS 3326 TANGLEY
    HOUSTON,TX77005
    TURTLEWING FOUNDATION
     
    P O BOX 631
    SCHULENBURG,TX78956
    FAYETTE RESALE INC SECOND CHANCE EMPORIUM
     
    P O BOX 189
    LA GRANGE,TX78945


    TY 2018 TaxesSchedule
    Name:
    THE STANZEL FAMILY FOUNDATION INC
    EIN:
    74-2579827
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    PAYROLL TAXES 35,641 121   34,679
    DC CAPITAL PARTNERS FUND II LP - FOREIGN TAX ACCRUED 5,601 5,601   0
    EXCISE TAX 52,893 0   0
    INCOME TAX - FORM 990-T 3,837 0   0