Form990-PF
Click to see attachment
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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. 1545-0047
2021
Open to Public Inspection
For calendar year 2021, or tax year beginning 01-01-2021 , and ending 12-31-2021
Name of foundation
THE STOLPER FAMILY FOUNDATION
CHARLES N STOLPER PRESIDENT
Number and street (or P.O. box number if mail is not delivered to street address)6317 ANTIGO LANE
  Room/suite
City or town, state or province, country, and ZIP or foreign postal code
AUSTIN, TX78739
A Employer identification number

04-3507245
B Telephone number (see instructions)

(617) 834-8745
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$2,453,822J 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)  
2 Check bullet.............
3 Interest on savings and temporary cash investments 4,760 4,760 4,760
4 Dividends and interest from securities... 21,325 21,325 21,325
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 284,662
b Gross sales price for all assets on line 6a 549,128
7 Capital gain net income (from Part IV, line 2)... 284,662
8 Net short-term capital gain.........  
9 Income modifications...........  
10a Gross sales less returns and allowances  
b Less: Cost of goods sold....  
c Gross profit or (loss) (attach schedule).....    
11 Other income (attach schedule)....... Click to see attachment -69,501   -69,501
12 Total. Add lines 1 through 11........ 241,246 310,747 -43,416
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc.        
14 Other employee salaries and wages......        
15 Pension plans, employee benefits.......        
16a Legal fees (attach schedule)......... Click to see attachment 430      
b Accounting fees (attach schedule)....... Click to see attachment 8,430      
c Other professional fees (attach schedule)....        
17 Interest...............        
18 Taxes (attach schedule) (see instructions)... Click to see attachment 7,300      
19 Depreciation (attach schedule) and depletion...      
20 Occupancy..............        
21 Travel, conferences, and meetings.......        
22 Printing and publications..........        
23 Other expenses (attach schedule).......        
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 16,160 0   0
25 Contributions, gifts, grants paid....... 108,747 108,747
26 Total expenses and disbursements. Add lines 24 and 25 124,907 0   108,747
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements 116,339
b Net investment income (if negative, enter -0-) 310,747
c Adjusted net income (if negative, enter -0-)...  
For Paperwork Reduction Act Notice, see instructions.
Cat. No. 11289X Form 990-PF (2021)
Form 990-PF (2021)
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............. 151,648 149,335 149,335
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).....   285 285
7 Other notes and loans receivable (attach schedule) bullet  
Less: allowance for doubtful accounts bullet        
8 Inventories for sale or use..............      
9 Prepaid expenses and deferred charges.......... 3,592 1,304  
10a Investments—U.S. and state government obligations (attach schedule)      
b Investments—corporate stock (attach schedule)....... 161,808 Click to see attachment243,088 477,132
c Investments—corporate bonds (attach schedule)....... 304,892 Click to see attachment106,932 106,796
11 Investments—land, buildings, and equipment: basis bullet  
Less: accumulated depreciation (attach schedule) bullet        
12 Investments—mortgage loans.............      
13 Investments—other (attach schedule).......... 403,753 Click to see attachment641,088 1,720,274
14 Land, buildings, and equipment: basis bullet  
Less: accumulated depreciation (attach schedule) bullet        
15 Other assets (describe bullet)      
16 Total assets (to be completed by all filers—see the
instructions. Also, see page 1, item I) 1,025,693 1,142,032 2,453,822
Liabilities 17 Accounts payable and accrued expenses..........    
18 Grants payable.................    
19 Deferred revenue.................    
20 Loans from officers, directors, trustees, and other disqualified persons    
21 Mortgages and other notes payable (attach schedule)......    
22 Other liabilities (describe bullet)    
23 Total liabilities (add lines 17 through 22).........   0
Net Assets or Fund Balances Foundations that follow FASB ASC 958, check here bullet
and complete lines 24, 25, 29 and 30.
24 Net assets without donor restrictions........... 1,025,693 1,142,032
25 Net assets with donor restrictions............    
Foundations that do not follow FASB ASC 958, check here bullet
and complete lines 26 through 30.
26 Capital stock, trust principal, or current funds........    
27 Paid-in or capital surplus, or land, bldg., and equipment fund    
28 Retained earnings, accumulated income, endowment, or other funds    
29 Total net assets or fund balances (see instructions)..... 1,025,693 1,142,032
30 Total liabilities and net assets/fund balances (see instructions). 1,025,693 1,142,032
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 29 (must agree with end-of-year figure reported on prior year’s return) ...............
1
1,025,693
2
Enter amount from Part I, line 27a .....................
2
116,339
3
Other increases not included in line 2 (itemize) bullet
3
 
4
Add lines 1, 2, and 3 ..........................
4
1,142,032
5
Decreases not included in line 2 (itemize) bullet
5
 
6
Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 29 .
6
1,142,032
Form 990-PF (2021)
Form 990-PF (2021)
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 3,000 SH WELLS FARGO P 2015-07-08 2021-03-15
b 100,000 SH FRONTEER COMMUNCATIONS P 2012-03-14 2021-05-04
c $50,000 5.625% LTD BRANDS P 2014-01-28 2021-10-18
d .6694% ELEOS TECHNOLOGIES, LLC 52-2584425 P 2016-03-28 2021-02-01
e
(e)
Gross sales price 		(f)
Depreciation allowed
(or allowable) 		(g)
Cost or other basis
plus expense of sale 		(h)
Gain or (loss)
(e) plus (f) minus (g)
a 75,000   74,616 384
b 82,165   109,905 -27,740
c 54,694   52,463 2,231
d 337,269   27,482 309,787
e
Complete only for assets showing gain in column (h) and owned by the foundation on 12/31/69 (l)
Gains (Col. (h) gain minus
col. (k), but not less than -0-) or
Losses (from col.(h))
(i)
F.M.V. as of 12/31/69 		(j)
Adjusted basis
as of 12/31/69 		(k)
Excess of col. (i)
over col. (j), if any
a       384
b       -27,740
c       2,231
d       309,787
e
2 Capital gain net income or (net capital loss) Bracket If gain, also enter in Part I, line 7
If (loss), enter -0- in Part I, line 7		 Bracket 2 284,662
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  
Form 990-PF (2021)
Form 990-PF (2021)
Page 4
Part V
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 for line 1a
Date of ruling or determination letter:   (attach copy of letter if necessary–see instructions)
b All other domestic foundations enter 1.39% (0.0139) of line 27b. Exempt foreign organizations enter 4% (0.04) 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  
3 Add lines 1 and 2........................... 3 4,319
4 Subtitle A (income) tax (domestic section 4947(a)(1) trusts and taxable foundations only. Others enter -0-) 4  
5 Tax based on investment income. Subtract line 4 from line 3. If zero or less, enter -0- ..... 5 4,319
6 Credits/Payments:
a 2021 estimated tax payments and 2020 overpayment credited to 2021 6a 3,592
b Exempt foreign organizations—tax withheld at source...... 6b  
c Tax paid with application for extension of time to file (Form 8868)... 6c 2,045
d Backup withholding erroneously withheld ........... 6d  
7 Total credits and payments. Add lines 6a through 6d.............. 7 5,637
8 Enter any penalty for underpayment of estimated tax. Check here if Form 2220 is attached. 8  
9 Tax due. If the total of lines 5 and 8 is more than line 7, enter amount owed.......Bullet 9  
10 Overpayment. If line 7 is more than the total of lines 5 and 8, enter the amount overpaid...Bullet 10 1,318
11 Enter the amount of line 10 to be: Credited to 2022 estimated taxBullet1,318 RefundedBullet 11  
Part VI-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 the instructions
for the 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$   (2) On foundation managers.bullet$  
e
Enter the reimbursement (if any) paid by the foundation during the year for political expenditure tax imposed
on foundation managers.bullet$  
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
     
    No
    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 XIV..................................
    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 2021 or the taxable year beginning in 2021? See the instructions for Part XIII.
    If "Yes," complete Part XIII .............................
    9
    Yes
     
    10
    Did any persons become substantial contributors during the tax year? If "Yes," attach a schedule listing their names
    and addresses. ...............................
    10
     
    No
    Form 990-PF (2021)
    Form 990-PF (2021)
    Page 5
    Part VI-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 addressbulletN/A
    14
    The books are in care ofbulletFOUNDATION Telephone no.bullet (512) 551-2503

    Located atbullet6317 ANTIGO LANEAUSTINTX ZIP+4bullet787392041
    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 2021, 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 VI-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? ...........
    1a(1)
     
    No
    (2) Borrow money from, lend money to, or otherwise extend credit to (or accept it from)
    a disqualified person? ..............................
    1a(2)
     
    No
    (3) Furnish goods, services, or facilities to (or accept them from) a disqualified person? ...........
    1a(3)
     
    No
    (4) Pay compensation to, or pay or reimburse the expenses of, a disqualified person? ............
    1a(4)
     
    No
    (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)? ......................
    1a(5)
     
    No
    (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.) ...............
    1a(6)
     
    No
    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
    c
    ........bullet
    d
    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 2021? .............
    1d
     
    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 2021, did the foundation have any undistributed income (lines 6d
    and 6e, Part XII) for tax year(s) beginning before 2021?....................
    2a
     
    No
    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? ..............................
    3a
     
    No
    b
    If "Yes," did it have excess business holdings in 2021 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 2021.) .....................
    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 2021? ..
    4b
     
    No
    Form 990-PF (2021)
    Form 990-PF (2021)
    Page 6
    Part VI-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))? ..........
    5a(1)
     
    No
    (2) Influence the outcome of any specific public election (see section 4955); or to carry
    on, directly or indirectly, any voter registration drive? ....................
    5a(2)
     
    No
    (3) Provide a grant to an individual for travel, study, or other similar purposes? .............
    5a(3)
     
    No
    (4) Provide a grant to an organization other than a charitable, etc., organization described
    in section 4945(d)(4)(A)? See instructions ........................
    5a(4)
     
    No
    (5) Provide for any purpose other than religious, charitable, scientific, literary, or
    educational purposes, or for the prevention of cruelty to children or animals? .............
    5a(5)
     
    No
    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
     
     
    c
    .........bullet
    d
    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? .................
    5d
     
     
    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? .............................
    6a
     
    No
    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?
    7a
     
    No
    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? .........................
    8
     
    No
    Part VII
    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
    CHARLES N STOLPER PRES & TREAS
    2.00     		0    
    6317 ANTIGO LANE
    AUSTIN,TX78739
    CHRISTINA T STOLPER VP & SECRETARY
    2.00     		0    
    6317 ANTIGO LANE
    AUSTIN,TX78739
    CHARLES N STOLPER Trustee
    1.00     		0    
    6317 ANTIGO LANE
    AUSTIN,TX78739
    CHRISTINA STOLPER Trustee
    1.00     		0    
    6317 ANTIGO LANE
    AUSTIN,TX78739
    CHARLES D STOLPER Trustee
    0.00     		0    
    710 ZENNIA ST UNIT A
    AUSTIN,TX78751
    VICTORIA C STOLPER Trustee
    0.00     		0    
    245 VARET STREET
    BROOKLYN,NY11206
    2 Compensation of five highest-paid employees (other than those included on line 1—see instructions). If none, enter “NONE."
    (a) Name and address of each employee paid more than $50,000 (b) Title, and average
    hours per week
    devoted to position     		(c) Compensation (d) Contributions to
    employee benefit
    plans and deferred
    compensation     		(e) Expense account,
    other allowances
    NONE
    Total number of other employees paid over $50,000...................bullet  
    Form 990-PF (2021)
    Form 990-PF (2021)
    Page 7
    Part VII
    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.............bullet  
    Part VIII-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 AUSTIN CHRISTIAN CHURCH, TO FURTHER CHARITABLE PURPOSES 30,790
    2 ACT BLUE CHARITIES, TO FURTHER CHARITABLE PURPOSES 10,000
    3 HOPE WORLD WIDE, TO FURTHER CHARITABLE PURPOSES 13,500
    4 CENTRAL TEXAS FOOD BANK, TO FURTHER CHARITABLE PURPOSES 10,000
    Part VIII-B
    Summary of Program-Related Investments (see instructions)
    Describe the two largest program-related investments made by the foundation during the tax year on lines 1 and 2. Amount
    1  
    2  
    All other program-related investments. See instructions.
    3  
    Total. Add lines 1 through 3.........................bullet  
    Form 990-PF (2021)
    Form 990-PF (2021)
    Page 8
    Part IX
    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
    2,091,938
    b
    Average of monthly cash balances.......................
    1b
    162,280
    c
    Fair market value of all other assets (see instructions)................
    1c
    0
    d
    Total (add lines 1a, b, and c).........................
    1d
    2,254,218
    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
     
    3
    Subtract line 2 from line 1d.........................
    3
    2,254,218
    4
    Cash deemed held for charitable activities. Enter 1.5% (0.015) of line 3 (for greater amount, see
    instructions) .............................
    4
    33,813
    5
    Net value of noncharitable-use assets. Subtract line 4 from line 3. .......
    5
    2,220,405
    6
    Minimum investment return. Enter 5% (0.05) of line 5................
    6
    111,020
    Part X
    Distributable Amount (see instructions) (Section 4942(j)(3) and (j)(5) private operating foundations and certain foreign organizations check here right arrow and do not complete this part.)
    1
    Minimum investment return from Part IX, line 6..................
    1
     
    2a
    Tax on investment income for 2021 from Part V, line 5.......
    2a
     
    b
    Income tax for 2021. (This does not include the tax from Part V.) ...
    2b
     
    c
    Add lines 2a and 2b............................
    2c
     
    3
    Distributable amount before adjustments. Subtract line 2c from line 1............
    3
     
    4
    Recoveries of amounts treated as qualifying distributions................
    4
     
    5
    Add lines 3 and 4............................
    5
     
    6
    Deduction from distributable amount (see instructions).................
    6
     
    7
    Distributable amount as adjusted. Subtract line 6 from line 5. Enter here and on Part XII, line 1 ...
    7
     
    Part XI
    Qualifying Distributions (see instructions)
    1
    Amounts paid (including administrative expenses) to accomplish charitable, etc., purposes:
    a
    Expenses, contributions, gifts, etc.—total from Part I, column (d), line 26 ..........
    1a
     
    b
    Program-related investments—total from Part VIII-B..................
    1b
     
    2
    Amounts paid to acquire assets used (or held for use) directly in carrying out charitable, etc.,
    purposes...............................
    2
     
    3
    Amounts set aside for specific charitable projects that satisfy the:
    a
    Suitability test (prior IRS approval required)....................
    3a
     
    b
    Cash distribution test (attach the required schedule) .................
    3b
     
    4
    Qualifying distributions. Add lines 1a through 3b. Enter here and on Part XII, line 4.
    4
     
    Form 990-PF (2021)
    Form 990-PF (2021)
    Page 9
    Part XII
    Undistributed Income (see instructions)
    (a)
    Corpus     		(b)
    Years prior to 2020     		(c)
    2020     		(d)
    2021
    1 Distributable amount for 2021 from Part X, line 7  
    2 Undistributed income, if any, as of the end of 2021:
    a Enter amount for 2020 only.......  
    b Total for prior years:20, 20, 20  
    3 Excess distributions carryover, if any, to 2021:
    a From 2016......  
    b From 2017......  
    c From 2018......  
    d From 2019......  
    e From 2020......  
    f Total of lines 3a through e ........  
    4Qualifying distributions for 2021 from Part
    XI, line 4: bullet$  
    a Applied to 2020, but not more than line 2a  
    b Applied to undistributed income of prior years
    (Election required—see instructions).....     		 
    c Treated as distributions out of corpus (Election
    required—see instructions)........     		 
    d Applied to 2021 distributable amount.....  
    e Remaining amount distributed out of corpus  
    5 Excess distributions carryover applied to 2021.    
    (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  
    b Prior years’ undistributed income. Subtract
    line 4b from line 2b ..........     		 
    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......     		 
    d Subtract line 6c from line 6b. Taxable amount
    —see instructions ...........     		 
    e Undistributed income for 2019. Subtract line
    4a from line 2a. Taxable amount—see
    instructions .............     		 
    f Undistributed income for 2021. Subtract
    lines 4d and 5 from line 1. This amount must
    be distributed in 2022 ..........     		 
    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) .......     		 
    8 Excess distributions carryover from 2016 not
    applied on line 5 or line 7 (see instructions) ...     		 
    9 Excess distributions carryover to 2022.
    Subtract lines 7 and 8 from line 6a ......     		 
    10 Analysis of line 9:
    a Excess from 2017....  
    b Excess from 2018....  
    c Excess from 2019....  
    d Excess from 2020....  
    e Excess from 2021....  
    Form 990-PF (2021)
    Form 990-PF (2021)
    Page 10
    Part XIII
    Private Operating Foundations (see instructions and Part VI-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 2021, enter the date of the ruling ....... bullet
    2000-11-14
    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) 2021 (b) 2020 (c) 2019 (d) 2018
    0 34,814 43,246 57,282 135,342
    b 85% (0.85) of line 2a .........   29,592 36,759 48,690 115,041
    c Qualifying distributions from Part XI,
    line 4 for each year listed .....     		108,747 83,649 59,171 57,510 309,077
    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 ....     		108,747 83,649 59,171 57,510 309,077
    3 Complete 3a, b, or c for the
    alternative test relied upon:
    a “Assets" alternative test—enter:
    (1) Value of all assets ...... 2,453,832 1,810,044 1,673,011 1,434,931 7,371,818
    (2) Value of assets qualifying
    under section 4942(j)(3)(B)(i)    		 2,453,842 1,810,044 1,673,011 1,434,931 7,371,828
    b “Endowment" alternative test— enter 2/3
    of minimum investment return shown in
    Part IX, line 6 for each year listed ..     		        0
    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 XIV
    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).)
    CHARLES N STOLPER
    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.
    CHARLES N STOLPER
    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:
    THE STOLPER FAMILY FOUNDATION
    6317 ANTIGO LANE
    AUSTIN,TX78739
    (512) 551-2203
    cnstopler@nassaucp.com
    bThe form in which applications should be submitted and information and materials they should include:
    DIRECTED TO FOUNDATION EXCLUSIVELY FOR CHARITABLE, RELIGIOUS, SCIENTIFIC, LITERARY OR EDUCATIONAL PURPOSES WITHIN THE MEANING OF SECTION 501(C)(3) OF THE IRC OF 1986 AS AMENDED
    cAny submission deadlines:
    APPLICATIONS ARE ACCEPTED AT ANY TIME.
    dAny restrictions or limitations on awards, such as by geographical areas, charitable fields, kinds of institutions, or other
    factors:
    THE FOUNDATION SHALL NEITHER HAVE NOR EXECISE ANY POWER, NOR SHALL IT DIRECTLY OR INDIRECTLY ENGAGE IN ANY ACTIVITY THAT WOULD PREVENT IT FORM OBTAINING EXEMPTION FROM FEDERAL INCOME TAX UNDER CODE SECTION 501(A).
    Form 990-PF (2021)
    Form 990-PF (2021)
    Page 11
    Part XIV
    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
    DOUGLAS JACOBY MINISTRY
    2256 RUSHMORE DRIVE
    MARIETTA,GA30062     		  POF FURTHER CHARITABLE PURPOSES 183
    HOPE WORLDWIDE
    213 CONCORD STREET
    FRAMINGHAM,MA01702     		  POF FURTHER CHARITABLE PURPOSES 13,500
    EVERY BOD TEXAS
    314 E HIGHLAND MALL BLVE 400
    AUSTIN,TX78752     		  POF FURTHER CHARITABLE PURPOSES 268
    PETSMART CHARITIES INC
    1156 WCESAR CHAVEZ STREET
    AUSTIN,TX78703     		  POF FURTHER CHARITABLE PURPOSES 526
    WESELEYN UNIV
    110 HIGH STREET
    MIDDLETOWN,CT06459     		  POF FURTHER CHARITABLE PURPOSES 5,000
    CONCORD ACADAMY
    168 MAIN STREET
    CONCORD,MA01742     		  POF FURTHER CHARITABLE PURPOSES 500
    TAFT SCHOOL
    110 WOODBURY ROAD
    WATERTOWN,CT06795     		  POF FURTHER CHARITABLE PURPOSES 5,000
    AUSTIN CHRISTIAN CHURCH
    15501 RANCH ROAD 620 NORTH
    AUSTIN,TX78717     		  POF FURTHER CHARITABLE PURPOSES 30,790
    WALNUT HILL SCHOOL
    12 HIGHLAND STEET
    NATICK,MA01760     		  POF FURTHER CHARITABLE PURPOSES 2,500
    CENTRAL TEXAS FOODBANK
    6500 METROPOLIS DRIVE
    AUSTIN,TX78744     		  POF FURTHER CHARITABLE PURPOSES 10,000
    PROMISE 4 PAWS
    1027 S 3RD STREET
    COUNCIL BLUFFS,IA51503     		  POF FURTHER CHARITABLE PURPOSES 100
    THE TRAVOR PROJECT FOR YOUNG LGBTQ
    8704 SNTA MONICA BLVD
    WEST HOLLYWOOD,CA90069     		  POF FURTHER CHARITABLE PURPOSES 255
    ZACHARY SCOTT THEATRE CENTER
    202 SOUTH LAMAR BLVD
    AUSTIN,TX78703     		  POF FURTHER CHARITABLE PURPOSES 500
    HUNTINGTON TEXAS NONPROFITS
    519 E MAPLE STREET
    HUNTINGTON,TX75949     		  POF FURTHER CHARITABLE PURPOSES 1,000
    SAVE THE CHILDREN
    899 NORTH CAPITAL STREET SUITE 900
    WASHINGTON,DC20002     		  POF FURTHER CHARITABLE PURPOSES 1,022
    I LIVE HERE
    1310S 1ST SPINGDALE RD
    AUSTIN,TX78713     		  POF FURTHER CHARITABLE PURPOSES 520
    NAMI AUSTIN
    4110 GUADALUPE ST
    AUSTIN,TX78751     		  POF FURTHER CHARITABLE PURPOSES 520
    BLACK GIRLS CODE
    1736 FRANKLIN ST 10TH FLOOR
    OAKLAND,CA94612     		  POF FURTHER CHARITABLE PURPOSES 520
    PLANNED PARENTHOOD
    1225 4TH ST NE
    WASHINGTO,DC20003     		NONE POF FURTHER CHARITABLE PURPOSES 500
    THE FESSENDEN SCHOOL
    250 WALTHAN STREET
    WEST NEWTON,MA02465     		  POF FURTHER CHARITABLE PURPOSES 250
    CYSTIC FIBROSIS FOUNDATION
    4550 MONTGOMERY AVE SUITE 1100N
    BETHESDA,MD20814     		NONE POF FURTHER CHARITABLE PURPOSES 1,000
    KULAPROJ ORG
    2307 COUNSSEL CT
    MARIETTA,GA30068     		  POF FURTHER CHARITABLE PURPOSES 515
    AUSTIN PBS KLRU-TV
    2504 WHITIS AVE B
    AUSTIN,TX78713     		  POF FURTHER CHARITABLE PURPOSES 515
    THE TEXAS TRIBUNE NFP
    913 CONGRESS AVE
    AUSTIN,TX78701     		  POF FURTHER CHARITABLE PURPOSES 150
    YOUTH CODE JAM ORG SAN ANTONIO
    14439 NW MILITARY HWY
    SHAVANO PARK,TX78231     		  POF FURTHER CHARITABLE PURPOSES 250
    FURMAN UNIVERSITY
    3300 POINSETT HIGHWAY
    GREENVILLE,SC29613     		  POF FURTHER CHARITABLE PURPOSES 5,000
    AMERICAN CANCER SOCITY
    6802 ARDMORE ST
    HOUSTON,TX77054     		  POF FURTHER CHARITABLE PURPOSES 527
    RAICES
    5121 CRESTWAY DRIVE
    SAN ANTONIO,TX78239     		  POF FURTHER CHARITABLE PURPOSES 500
    SPCA
    2500 LONE STAR DRIVE
    DALLAS,TX75212     		  POF FURTHER CHARITABLE PURPOSES 14
    THEATER DEVELOPMENT FUND
    520 8TH AVE 801
    NEW YORK,NY10018     		  POF FURTHER CHARITABLE PURPOSES 50
    LIVESTRONG FOUNDATION
    623 W 38TH ST
    AUSTIN,TX78705     		  POF TO FURTHER CHARITALBE PURPOSES 524
    WIKIMEDIA FOUNDATION INC
    1 MONTGOMERY STREET SUITE 1600
    SAN FRANCISCO,CA94104     		  POF TO FURTHER CHARITABLE PURPOSES 260
    FRIENDS OF AUSTIN PUBLIC LIBRARY
    710 W CESAR CHAVEZ ST
    AUSTIN,TX78768     		  POF TO FURTHER CHARITABLE PURPOSES 1,030
    HAVRVARD BUSINESS SCHOOL ASSOCIATIO
    369 3RD ST B
    SAN RAFAEL,CA94901     		NONE POF TO FURTHER CHARITABLE PURPOSES 10
    AMERICAN RED CROSS
    430 17TH ST NW
    WASHINGTON,DC20006     		  POF TO FURTHER CHARITABLE PURPOSE 1,000
    SAVE THE CHILDREN
    501 KINGS HIGHWAY EAST SUTE 400
    FAIRFIELD,CT06825     		  POF TO FURTHER CHARITABLE PURPOSES 1,022
    GIRLS WHO CODE
    28W 23RD ST F14
    NEW YORK,NY10010     		  POF TO FURTHER CHARITABLE PURPOSES 521
    SOUTHERN SMOKE FOUNDATION
    1302 WAUGH DR 970
    HOUSTON,TX77019     		  POF TO FURTHER CHARITABLE PURPOSES 500
    FEEDING AMERICA
    16271 STREET NW SUITE 1000
    WASHINGTON,DC20006     		  POF TO FURTHER CHARITABLE PURPOSES 500
    AMERICAN PARKINSON DISEASE ASSOCIAT
    85 EAST CONCORD STREET
    BOSTON,MA02118     		  POF TO FURTHER CHARITABLE PURPOSES 2,000
    ACT BLUE CHARITIES
    366 SUMMER STREET
    SOMERVILLE,MA02144     		  POF TO FURTHER CHARITABLE PURPOSES 10,000
    DALLAS Z00
    650 S R L THORNTON FWY
    DALLAS,TX75203     		NONE POF TO FURTHER CHARITABLE PURPOSES 199
    AMERICAN COLLEGE
    4400 MASSACHUSETTS AVENUE NW
    WASHINGTO,DC20016     		  POF TO FURTHER CHARITABLE PURPOSES 250
    AUSTIN PETS ALIVE - DOGS AND CATS
    1156 WEST CESAR CHAVEZ
    AUSTIN,TX78703     		  POF TO FURTHER CHARITABLE PURPOSES 5,782
    FRACTURED ATLAS INC
    248 W 35TH STREET
    NEW YORK,NY10001     		  POF TO FURTHER CHARITABLE PURPOSES 2,174
    PAYPAL CHARITIES - FERTILITY FOUNDA
    1250 I STREET NW
    WASHINGTON,DC20005     		  POF TO FURTHER CHARITABLE PURPOSES 1,000
    Total .................................bullet 3a 108,747
    bApproved for future payment
    Total .................................bullet 3b  
    Form 990-PF (2021)
    Form 990-PF (2021)
    Page 12
    Part XV-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   4,760
    4 Dividends and interest from securities ....          
    5 Net rental income or (loss) from real estate:
    aDebt-financed property......          
    bNot debt-financed property.....          
    6 Net rental income or (loss) from personal property          
    7 Other investment income .....          
    8 Gain or (loss) from sales of assets other than
    inventory ............     		    1 284,662  
    9 Net income or (loss) from special events:          
    10 Gross profit or (loss) from sales of inventory          
    11 Other revenue: a
    b
    c
    d
    e
    12 Subtotal. Add columns (b), (d), and (e) ..   284,662 -43,416
    13Total. Add line 12, columns (b), (d), and (e)..................
    13
    241,246
    (See worksheet in line 13 instructions to verify calculations.)
    Part XV-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 XV-A contributed importantly to
    the accomplishment of the foundation’s exempt purposes (other than by providing funds for such purposes). (See
    instructions.)
    Form 990-PF (2021)
    Form 990-PF (2021)
    Page 13
    Part XVI
    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 instructions.
    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 (2021)
    Additional Data


    Software ID: 21013475
    Software Version: 2021v4.0


    Form 990PF - Special Condition Description:
    Special Condition Description

    TY 2021 AccountingFeesSchedule
    Name:
    THE STOLPER FAMILY FOUNDATION
     
    CHARLES N STOLPER PRESIDENT
    EIN:
    04-3507245
    Software ID:
    21013475
    Software Version:
    2021v4.0
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    MARSHALL KARP, P.C. CPA 8,430 0 0 0

    TY 2021 InvestmentsCorpBondsSchedule
    Name:
    THE STOLPER FAMILY FOUNDATION
     
    CHARLES N STOLPER PRESIDENT
    EIN:
    04-3507245
    Software ID:
    21013475
    Software Version:
    2021v4.0
    Name of Bond End of Year Book Value End of Year Fair Market Value
    100K HSBC FIXED TO FLOATING NOTE 100,000 99,950
    FRONTIER COMMUNICATIONS 6,932 6,846

    TY 2021 InvestmentsCorpStockSchedule
    Name:
    THE STOLPER FAMILY FOUNDATION
     
    CHARLES N STOLPER PRESIDENT
    EIN:
    04-3507245
    Software ID:
    21013475
    Software Version:
    2021v4.0
    Name of Stock End of Year Book Value End of Year Fair Market Value
    3000 WELLS FARGO PS    
    3000 SH TERRENO RLTY CORP 37,192 255,870
    40000 GM FIN 5.75% TO 9/30/2027 42,524 42,800
    5000 MS DUAL DIRECTIONAL TRIGGER CS 50,000 61,930
    2231 FRONTIER COMMUNICATIONS CORP (FYBR) 63,372 65,792
    BANK OF AMERICA COPR 50,000 50,740

    TY 2021 InvestmentsOtherSchedule2
    Name:
    THE STOLPER FAMILY FOUNDATION
     
    CHARLES N STOLPER PRESIDENT
    EIN:
    04-3507245
    Software ID:
    21013475
    Software Version:
    2021v4.0
    Category/ Item Listed at Cost or FMV Book Value End of Year Fair Market Value
    2100 SHS INVESCO QQQ SERIES 1 AT COST 92,803 835,485
    800ISHARES US FINANCIAL AT COST 30,764 69,353
    1400 VANGAURD TOTAL STK ETF AT COST 101,536 338,016
    WINDSPEED VENTURES, LP AT COST 57,002 57,002
    CHIME MEDIA LLC AT COST 25,186 25,186
    SPDR S&P 500 ETF AT COST 162,327 201,858
    VANGUARD TTL WRLD STL INDX AT COST 171,470 193,374

    TY 2021 LegalFeesSchedule
    Name:
    THE STOLPER FAMILY FOUNDATION
     
    CHARLES N STOLPER PRESIDENT
    EIN:
    04-3507245
    Software ID:
    21013475
    Software Version:
    2021v4.0
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    SHEREMAN WELLS 430 0 0 0


    TY 2021 OtherIncomeSchedule2
    Name:
    THE STOLPER FAMILY FOUNDATION
     
    CHARLES N STOLPER PRESIDENT
    EIN:
    04-3507245
    Software ID:
    21013475
    Software Version:
    2021v4.0
    Description Revenue And Expenses Per Books Net Investment Income Adjusted Net Income
      -69,501   -69,501


    TY 2021 TaxesSchedule
    Name:
    THE STOLPER FAMILY FOUNDATION
     
    CHARLES N STOLPER PRESIDENT
    EIN:
    04-3507245
    Software ID:
    21013475
    Software Version:
    2021v4.0
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    FEDERAL TAXES 7,303      
    OFFICE EXPENSE 3