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. 1545-0047
2021
Open to Public Inspection
For calendar year 2021, or tax year beginning 08-01-2021 , and ending 07-31-2022
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$17,956,899J 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) 312,074
2 Check bullet.............
3 Interest on savings and temporary cash investments 1,632 1,632  
4 Dividends and interest from securities... 306,160 304,072  
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 -179,308
b Gross sales price for all assets on line 6a 4,993,651
7 Capital gain net income (from Part IV, line 2)... 0
8 Net short-term capital gain.........  
9 Income modifications...........  
10a Gross sales less returns and allowances 5,448
b Less: Cost of goods sold.... 3,240
c Gross profit or (loss) (attach schedule)..... 2,208  
11 Other income (attach schedule)....... Click to see attachment 345,881 49,726  
12 Total. Add lines 1 through 11........ 788,647 355,430  
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 80,708 0   72,709
14 Other employee salaries and wages...... 345,784 207   343,596
15 Pension plans, employee benefits....... 20,524 0   20,345
16a Legal fees (attach schedule)......... Click to see attachment 4,629 0   0
b Accounting fees (attach schedule)....... Click to see attachment 23,385 13,310   2,290
c Other professional fees (attach schedule).... Click to see attachment 82,871 81,071   0
17 Interest...............        
18 Taxes (attach schedule) (see instructions)... Click to see attachment 57,068 15   29,774
19 Depreciation (attach schedule) and depletion... Click to see attachment 31,949 0  
20 Occupancy..............        
21 Travel, conferences, and meetings....... 8,306 0   8,306
22 Printing and publications.......... 85 0   15
23 Other expenses (attach schedule)....... Click to see attachment 475,671 79,456   48,604
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 1,130,980 174,059   525,639
25 Contributions, gifts, grants paid....... 405,949 405,949
26 Total expenses and disbursements. Add lines 24 and 25 1,536,929 174,059   931,588
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements -748,282
b Net investment income (if negative, enter -0-) 181,371
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............. 85,513 157,283 157,283
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.............. 11,288 10,132 10,132
9 Prepaid expenses and deferred charges.......... 1,400    
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).......... 14,456,441 Click to see attachment13,866,240 17,285,226
14 Land, buildings, and equipment: basis bullet2,158,890
Less: accumulated depreciation (attach schedule) bullet1,654,413 520,194 Click to see attachment504,477 504,477
15 Other assets (describe bullet) Click to see attachment207,988 Click to see attachment-219 Click to see attachment-219
16 Total assets (to be completed by all filers—see the
instructions. Also, see page 1, item I) 15,282,824 14,537,913 17,956,899
Liabilities 17 Accounts payable and accrued expenses..........    
18 Grants payable................. 379,449 383,468
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 attachment1,313 Click to see attachment4,684
23 Total liabilities (add lines 17 through 22)......... 380,762 388,152
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...........    
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........ 14,902,062 14,149,761
27 Paid-in or capital surplus, or land, bldg., and equipment fund 0 0
28 Retained earnings, accumulated income, endowment, or other funds 0 0
29 Total net assets or fund balances (see instructions)..... 14,902,062 14,149,761
30 Total liabilities and net assets/fund balances (see instructions). 15,282,824 14,537,913
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
14,902,062
2
Enter amount from Part I, line 27a .....................
2
-748,282
3
Other increases not included in line 2 (itemize) bullet
3
0
4
Add lines 1, 2, and 3 ..........................
4
14,153,780
5
Decreases not included in line 2 (itemize) bulletClick to see attachment
5
4,019
6
Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 29 .
6
14,149,761
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 9749 DARDEN RESTAURANTS INC 3.85% DUE 5-1-27 - 60000 UNITS P 2021-01-29 2021-10-12
b 9749 ISHARES TR MBS ETF - 25 SHS P 2019-11-12 2022-01-12
c 9749 TAPESTRY INC 4.125% DUE 7-15-27 - 60000 UNITS P 2021-03-11 2021-11-08
d 9749 ISHARES TR MBS ETF - 4383 SHS P 2017-11-09 2022-01-12
e 9749 ISHARES TR MBS ETF - 132 SHS P 2019-06-25 2022-01-12
9749 ISHARES TR MBS ETF - 830 SHS P 2019-10-01 2022-01-12
9749 TECK RESOURCES LTD 3.9% DUE 7-15-30 - 45000 UNITS P 2021-05-27 2022-01-26
9749 CHARTER COMMUNICATIONS 2.8% DUE 4-1-31 - 63000 UNITS P 2020-10-20 2022-02-18
9749 AON CORP 2.8% DUE 5-15-30 - 17000 UNITS P 2020-09-24 2022-02-18
9749 AON CORP 2.8% DUE 5-15-30 - 12000 UNITS P 2020-09-24 2022-02-18
9749 AON CORP 2.8% DUE 5-15-30 - 9000 UNITS P 2020-09-24 2022-02-25
9749 UNITED STATES TREAS NTS 1.625% DUE 8-15-22 - 69400 UNITS P 2021-02-11 2022-02-25
9749 UNITED STATES TREAS NTS 1.625% DUE 8-15-22 - 1800 UNITS P 2019-11-27 2022-02-25
9749 UNITED STATES TREAS NTS 1.625% DUE 8-15-22 - 30100 UNITS P 2019-11-15 2022-02-25
9749 UNITED STATES TREAS NTS 1.625% DUE 8-15-22 - 3000 UNITS P 2019-11-12 2022-02-25
9749 UNITED STATES TREAS NTS 1.625% DUE 8-15-22 - 38200 UNITS P 2017-11-09 2022-02-25
9749 UNITED STATES TREAS NTS 1.625% DUE 8-15-22 - 49700 UNITS P 2017-11-09 2022-02-28
9749 UNITED STATES TREAS NTS 1.625% DUE 8-15-22 - 400 UNITS P 2017-12-11 2022-02-28
9749 UNITED STATES TREAS NTS 1.625% DUE 8-15-22 - 4300 UNITS P 2019-03-15 2022-02-28
9749 UNITED STATES TREAS NTS 1.625% DUE 8-15-22 - 200 UNITS P 2018-01-04 2022-02-28
9749 UNITED STATES TREAS NOTES 1.375% DUE 11-15-31 - 33700 UNITS P 2022-01-14 2022-02-28
9749 UNITED STATES TREAS NTS 1.75% DUE 5-15-23 - 1700 UNITS P 2021-02-11 2022-02-25
9749 UNITED STATES TREAS NTS 1.75% DUE 5-15-23 - 1200 UNITS P 2019-11-27 2022-02-28
9749 UNITED STATES TREAS NTS 1.75% DUE 5-15-23 - 600 UNITS P 2019-11-12 2022-02-28
9749 UNITED STATES TREAS NTS 1.75% DUE 5-15-23 - 92600 UNITS P 2017-11-09 2022-02-28
9749 UNITED STATES TREAS NTS 1.75% DUE 5-15-23 - 100 UNITS P 2017-12-11 2022-02-28
9749 UNITED STATES TREAS NTS 1.75% DUE 5-15-23 - 2500 UNITS P 2019-03-15 2022-02-28
9749 UNITED STATES TREAS NTS 1.75% DUE 5-15-23 - 200 UNITS P 2018-01-04 2022-02-28
9749 UNITED STATES TREAS NTS 1.625% DUE 8-15-29 - 39100 UNITS P 2022-01-14 2022-02-28
9749 UNITED STATES TREAS NOTES 1.375% DUE 12-31-28 - 85900 UNITS P 2022-01-14 2022-02-28
9749 WESTERN DIGITAL CORP 4.75% DUE 2-15-26 - 13000 UNITS P 2022-02-01 2022-03-08
9749 CITIGROUP INC 4.125% DUE 7-28-28 - 58000 UNITS P 2021-02-01 2022-03-11
9749 SOUTHWEST AIRLINES CO 5.125% DUE 6-15-27 - 20000 UNITS P 2020-06-09 2022-03-11
9749 LENNAR CORP 4.75% DUE 11-29-27 - 56000 UNITS P 2021-05-26 2022-03-11
9749 BOEING CO 5.15% DUE 5-1-30 - 6000 UNITS P 2021-07-29 2022-03-11
9749 BOEING CO 5.15% DUE 5-1-30 - 12000 UNITS P 2021-07-29 2022-03-14
9749 SOUTHWEST AIRLINES CO 5.125% DUE 6-15-27 - 11000 UNITS P 2020-06-09 2022-03-14
9749 ALLY FINANCIAL INC 8% DUE 11-1-31 P 2021-05-26 2022-03-14
9749 BOEING CO 5.15% DUE 5-1-30 - 12000 UNITS P 2021-07-29 2022-03-15
9749 SOUTHWEST AIRLINES CO 5.125% DUE 6-15-27 - 13000 UNITS P 2020-06-09 2022-03-15
9749 SOUTHWEST AIRLINES CO 5.125% DUE 6-15-27 - 12000 UNITS P 2020-06-09 2022-03-16
9749 BOEING CO 5.15% DUE 5-1-30 - 13000 UNITS P 2021-07-29 2022-03-17
9749 OMEGA HEALTHCARE INVS INC 3.375% DUE 2-1-31 - 32000 UNITS P 2021-02-01 2022-03-17
9749 BOEING CO 5.15% DUE 5-1-30 - 12000 UNITS P 2021-07-29 2022-03-17
9749 CENOVUS ENERGY INC 4.4% DUE 4-15-29 - 59000 UNITS P 2021-05-26 2022-03-22
9749 GENERAL MOTORS FINANCIAL CO INC 3.85% DUE 1-5-28 - 1000 UNITS P 2020-02-07 2022-03-22
9749 GENERAL MOTORS FINANCIAL CO INC 3.85% DUE 1-5-28 - 4000 UNITS P 2020-02-03 2022-03-22
9749 GENERAL MOTORS FINANCIAL CO INC 3.85% DUE 1-5-28 - 29000 UNITS P 2019-11-08 2022-03-22
9749 GENERAL MOTORS FINANCIAL CO INC 3.85% DUE 1-5-28 - 26000 UNITS P 2019-11-12 2022-03-22
9749 OMEGA HEALTHCARE INVS INC 3.375% DUE 2-1-31 - 32000 UNITS P 2021-02-01 2022-03-22
9749 JANUS HENDERSON B-BBB CLO ETF - 41 SHS P 2022-04-14 2022-05-23
9749 KIRBY CORP 4.2% DUE 3-1-28 - 6000 UNITS P 2020-09-09 2022-05-24
9749 FREEPORT-MCMORAN INC 4.25% DUE 3-1-30 - 6000 UNITS P 2022-01-26 2022-05-24
9749 JANUS HENDERSON B-BBB CLO ETF - 56 SHS P 2022-04-14 2022-05-24
9749 JANUS HENDERSON B-BBB CLO ETF - 22 SHS P 2022-04-14 2022-05-25
9749 KIRBY CORP 4.2% DUE 3-1-28 - 3000 UNITS P 2020-09-09 2022-05-25
9749 UNITED RENTALS NORTH AMERICA INC 3.875% DUE 11-15-27 - 18000 UNITS P 2021-05-27 2022-05-25
9749 JANUS HENDERSON B-BBB CLO ETF - 3 SHS P 2022-04-14 2022-05-25
9749 FREEPORT-MCMORAN INC 4.25% DUE 3-1-30 - 9000 UNITS P 2022-01-26 2022-05-26
9749 FREEPORT-MCMORAN INC 4.25% DUE 3-1-30 - 46000 UNITS P 2022-01-26 2022-05-26
9749 UNITED RENTALS NORTH AMERICA INC 3.875% DUE 11-15-27 - 45000 UNITS P 2021-05-27 2022-05-26
9749 JANUS HENDERSON B-BBB CLO ETF - 270 SHS P 2022-04-14 2022-05-26
9749 KIRBY CORP 4.2% DUE 3-1-28 - 7000 UNITS P 2020-09-09 2022-05-27
9749 JANUS HENDERSON B-BBB CLO ETF - 164 SHS P 2022-04-14 2022-05-27
9749 JANUS HENDERSON B-BBB CLO ETF - 62 SHS P 2022-04-14 2022-05-31
9749 EXPEDIA GROUP INC 4.5% DUE 8-15-24 - 59000 UNITS P 2021-02-05 2022-06-13
9749 HCA INC 5.625% DUE 9-1-28 - 7000 UNITS P 2021-07-21 2022-06-15
9749 HCA INC 5.625% DUE 9-1-28 - 6000 UNITS P 2021-07-21 2022-06-15
9749 HCA INC 5.625% DUE 9-1-28 - 9000 UNITS P 2021-07-21 2022-06-16
9749 HCA INC 5.625% DUE 9-1-28 - 17000 UNITS P 2021-07-21 2022-06-16
9749 KIRBY CORP 4.2% DUE 3-1-28 - 4000 UNITS P 2020-09-09 2022-06-16
9749 HCA INC 5.625% DUE 9-1-28 - 15000 UNITS P 2021-07-21 2022-06-16
9749 T MOBILE USA INC 3.375% DUE 4-15-29 - 62000 UNITS P 2021-11-08 2022-06-16
9749 KIRBY CORP 4.2% DUE 3-1-28 - 6000 UNITS P 2020-09-09 2022-06-17
9749 WESTERN DIGITAL CORP 4.75% DUE 2-15-26 - 11000 UNITS P 2021-02-01 2022-06-17
9749 KIRBY CORP 4.2% DUE 3-1-28 - 3000 UNITS P 2020-09-09 2022-06-17
9749 WESTERN DIGITAL CORP 4.75% DUE 2-15-26 - 4000 UNITS P 2021-02-01 2022-06-17
9749 WESTERN DIGITAL CORP 4.75% DUE 2-15-26 - 13000 UNITS P 2021-02-01 2022-06-21
9749 WESTERN DIGITAL CORP 4.75% DUE 2-15-26 - 6000 UNITS P 2021-02-01 2022-06-22
9749 WESTERN DIGITAL CORP 4.75% DUE 2-15-26 - 4000 UNITS P 2021-02-01 2022-06-22
9749 WESTERN DIGITAL CORP 4.75% DUE 2-15-26 - 3000 UNITS P 2021-02-01 2022-06-22
9749 WESTERN DIGITAL CORP 4.75% DUE 2-15-26 - 5000 UNITS P 2021-02-01 2022-06-22
9749 KIRBY CORP 4.2% DUE 3-1-28 - 8000 UNITS P 2020-09-09 2022-06-24
9749 KIRBY CORP 4.2% DUE 3-1-28 - 4000 UNITS P 2020-09-09 2022-06-28
9749 KIRBY CORP 4.2% DUE 3-1-28 - 4000 UNITS P 2020-09-09 2022-06-30
9749 KIRBY CORP 4.2% DUE 3-1-28 - 3000 UNITS P 2020-09-09 2022-07-01
9749 KIRBY CORP 4.2% DUE 3-1-28 - 8000 UNITS P 2020-09-09 2022-07-05
9749 KIRBY CORP 4.2% DUE 3-1-28 - 1000 UNITS P 2020-09-09 2022-07-11
9749 KIRBY CORP 4.2% DUE 3-1-28 - 2000 UNITS P 2020-09-09 2022-07-12
9749 CONTINENTAL RESOURCES INC 3.8% DUE 6-1-24 - 62000 UNITS P 2021-10-12 2022-07-25
9749 MOSAIC CO 4.05% DUE 11-15-27 - 57000 UNITS P 2021-02-05 2022-07-25
9750 UNITED STATES TREAS NTS 2% DUE 11-30-22 - 11800 UNITS P 2021-02-11 2021-08-25
9750 UNITED STATES TREAS NTS 2% DUE 11-30-22 - 31800 UNITS P 2019-11-04 2021-08-25
9750 UNITED STATES TREAS NTS 2% DUE 11-30-22 - 100 UNITS P 2019-11-15 2021-08-25
9750 CENTENE CORP 4.25% DUE 12-15-27 - 42000 UNITS P 2021-03-09 2021-09-13
9750 MURPHY OIL CORP 6.875% DUE 8-15-24 - 45000 UNITS P 2021-08-25 2021-09-30
9750 DARDEN RESTAURANTS INC 3.85% DUE 5-1-27 - 41000 UNITS P 2021-01-29 2021-10-18
9750 FORD MOTOR CO 6.625% DUE 10-1-28 - 37000 UNITS P 2021-07-30 2021-11-22
9750 CHENIERE ENERGY PARTNERS LP 4.5% DUE 10-1-29 - 19000 UNITS P 2021-03-09 2021-11-29
9750 CHENIERE ENERGY PARTNERS LP 4.5% DUE 10-1-29 - 5000 UNITS P 2021-03-09 2021-11-29
9750 CHENIERE ENERGY PARTNERS LP 4.5% DUE 10-1-29 - 18000 UNITS P 2021-03-09 2021-11-29
9750 TAPESTRY INC NOTE 4.125% DUE 7-15-27 - 31000 UNITS P 2021-04-30 2021-12-01
9750 ISHARES TR MBS ETF - 325 SHS P 2019-08-30 2022-01-05
9750 ISHARES TR MBS ETF - 28 SHS P 2020-02-07 2022-01-05
9750 ISHARES TR MBS ETF - 432 SHS P 2019-08-30 2022-01-12
9750 ISHARES TR MBS ETF - 549 SHS P 2019-10-03 2022-01-12
9750 ISHARES TR MBS ETF - 260 SHS P 2019-10-03 2022-01-12
9750 ISHARES TR MBS ETF - 83 SHS P 2019-10-02 2022-01-12
9750 ISHARES TR MBS ETF - 503 SHS P 2019-11-01 2022-01-12
9750 ISHARES TR MBS ETF - 325 SHS P 2019-10-25 2022-01-12
9750 ISHARES TR MBS ETF - 132 SHS P 2019-06-13 2022-01-12
9750 UNITED STATES TREAS BONDS 7.5% DUE 11-15-24 - 2800 UNITS P 2021-02-11 2022-01-12
9750 UNITED STATES TREAS BONDS 7.5% DUE 11-15-24 - 3400 UNITS P 2020-09-09 2022-01-21
9750 UNITED STATES TREAS BONDS 7.5% DUE 11-15-24 - 63000 UNITS P 2019-11-04 2022-01-12
9750 UNITED STATES TREAS BONDS 7.5% DUE 11-15-24 - 2100 UNITS P 2020-02-07 2022-01-12
9750 UNITED STATES TREAS NOTES 2.625% DUE 6-30-23 - 1000 UNITS P 2021-02-11 2022-01-12
9750 UNITED STATES TREAS NOTES 2.625% DUE 6-30-23 - 1500 UNITS P 2020-09-09 2022-01-12
9750 UNITED STATES TREAS NOTES 2.625% DUE 6-30-23 - 40800 UNITS P 2020-01-30 2022-01-12
9750 UNITED STATES TREAS NTS 2.0% DUE 11-30-22 - 16000 UNITS P 2019-11-15 2022-01-12
9750 UNITED STATES TREAS BONDS 2.375% DUE 11-15-49 - 1300 UNITS P 2020-01-30 2022-01-14
9750 INVESCO EXCHNG TRADED FUND TR II SR LN ETF - 254 SHS P 2021-03-10 2022-01-14
9750 ENERGY TRANSFER LP 6.75% DUE 12-31-79 - 2000 UNITS P 2021-05-28 2022-01-14
9750 SPRINT CAP CORP MTN BE 6.875% DUE 11-15-28 - 1000 UNITS P 2021-03-10 2022-01-14
9750 UNITED ARLNS 2020-1B PSTR TRS 4.875% DUE 7-15-27 - 1700 UNITS P 2021-12-20 2022-01-15
9750 KOHLS CORP 5.55% DUE 7-17-45 - 38000 UNITS P 2022-01-05 2022-01-24
9750 EQUITY CORPORATION 3.9% DUE 10-1-27 - 18000 UNITS P 2021-10-05 2022-01-25
9750 TECK RESOURCES LTD 3.9% DUE 7-15-30 - 42000 UNITS P 2021-03-08 2022-01-26
9750 EQUITY CORPORATION 3.9% DUE 10-1-27 - 24000 UNITS P 2021-10-05 2022-01-26
9750 TAPESTRY INC NOTE 4.125% DUE 7-15-27 - 3000 UNITS P 2021-04-30 2022-01-27
9750 TAPESTRY INC NOTE 4.125% DUE 7-15-27 - 5000 UNITS P 2021-04-30 2022-01-27
9750 TAPESTRY INC NOTE 4.125% DUE 7-15-27 - 2000 UNITS P 2021-04-30 2022-01-27
9750 UNITED STATES TREAS BONDS 3.0% DUE 11-15-44 - 44300 UNITS P 2022-01-14 2022-02-09
9750 UNITED STATES TREAS BONDS 2.375% DUE 11-15-49 - 200 UNITS P 2022-01-14 2022-02-09
9750 UNITED STATES TREAS BONDS 2.375% DUE 11-15-49 - 20000 UNITS P 2020-01-30 2022-02-09
9750 UNITED STATES TREAS BONDS 2.375% DUE 11-15-49 - 600 UNITS P 2020-02-07 2022-02-09
9750 UNITED STATES TREAS BONDS 4.375% DUE 11-15-39 - 1800 UNITS P 2021-02-11 2022-02-09
9750 UNITED STATES TREAS BONDS 4.375% DUE 11-15-39 - 700 UNITS P 2022-01-14 2022-02-09
9750 UNITED STATES TREAS BONDS 4.375% DUE 11-15-39 - 1200 UNITS P 2020-09-09 2022-02-09
9750 UNITED STATES TREAS BONDS 4.375% DUE 11-15-39 - 19000 UNITS P 2019-10-03 2022-02-09
9750 UNITED STATES TREAS BONDS 2.75% DUE 11-15-42 - 46100 UNITS P 2022-01-14 2022-02-09
9750 UNITED STATES TREAS BONDS 3% DUE 8-15-48 - 3500 UNITS P 2021-02-11 2022-02-09
9750 UNITED STATES TREAS BONDS 3% DUE 8-15-48 - 200 UNITS P 2022-01-14 2022-02-09
9750 UNITED STATES TREAS BONDS 3% DUE 8-15-48 - 2300 UNITS P 2020-09-09 2022-02-09
9750 UNITED STATES TREAS BONDS 3% DUE 8-15-48 - 30800 UNITS P 2018-09-07 2022-02-09
9750 UNITED STATES TREAS BONDS 4.5% DUE 2-15-36 - 11000 UNITS P 2022-01-14 2022-02-09
9750 CHENIERE ENERGY INC 4.625% DUE 10-15-28 - 22000 UNITS P 2021-11-29 2022-02-17
9750 CHENIERE ENERGY INC 4.625% DUE 10-15-28 - 21000 UNITS P 2021-11-29 2022-02-17
9750 CHARTER COMMUNICATIONS OPER 2.8% DUE 4-1-31 - 2000 UNITS P 2022-01-14 2022-02-18
9750 CHARTER COMMUNICATIONS OPER 2.8% DUE 4-1-31 - 43000 UNITS P 2020-10-16 2022-02-18
9750 WELLS FARGO & CO 2.879% DUE 10-30-30 - 11000 UNITS P 2021-05-27 2022-02-18
9750 AON CORP 2.8% DUE 5-15-30 - 2000 UNITS P 2022-01-14 2022-02-18
9750 AON CORP 2.8% DUE 5-15-30 - 13000 UNITS P 2020-09-24 2022-02-18
9750 AON CORP 2.8% DUE 5-15-30 - 11000 UNITS P 2020-09-24 2022-02-17
9750 AON CORP 2.8% DUE 5-15-30 - 8000 UNITS P 2020-09-24 2022-02-25
9750 TARGA RESOURCES PARTNERS 5.5% DUE 3-1-30 - 4000 UNITS P 2021-05-26 2022-03-01
9750 UNITED ARLNS 2020-1B PSTR TRS 4.875% DUE 7-15-27 - 4320 UNITS P 2021-12-20 2022-03-01
9750 WESTERN DIGITAL CORP 4.75% DUE 2-15-26 - 9000 UNITS P 2021-02-01 2022-03-08
9750 TARGA RESOURCES PARTNERS 5.5% DUE 3-1-30 - 1000 UNITS P 2021-05-26 2022-03-09
9750 TARGA RESOURCES PARTNERS 5.5% DUE 3-1-30 - 1000 UNITS P 2021-05-26 2022-03-10
9750 CITIGROUP INC 4.125% DUE 7-25-28 - 40000 UNITS P 2021-02-01 2022-03-11
9750 TARGA RESOURCES PARTNERS 5.5% DUE 3-1-30 - 13000 UNITS P 2021-05-26 2022-03-11
9750 SOUTHWEST AIRLINES CO 5.125% DUE 6-15-27 - 14000 UNITS P 2020-06-08 2022-03-11
9750 WELLS FARGO & CO 2.879% DUE 10-30-30 - 19000 UNITS P 2021-05-27 2022-03-11
9750 WELLS FARGO & CO 2.879% DUE 10-30-30 - 13000 UNITS P 2021-05-27 2022-03-11
9750 BOEING CO 5.15% DUE 5-1-30 - 4000 UNITS P 2021-07-29 2022-03-11
9750 BOEING CO 5.15% DUE 5-1-30 - 8000 UNITS P 2021-07-29 2022-03-14
9750 SOUTHWEST AIRLINES CO 5.125% DUE 6-15-27 - 8000 UNITS P 2020-06-08 2022-03-14
9750 BOEING CO 5.15% DUE 5-1-30 - 9000 UNITS P 2021-07-29 2022-03-15
9750 SOUTHWEST AIRLINES CO 5.125% DUE 6-15-27 - 9000 UNITS P 2020-06-09 2022-03-15
9750 UNITED ARLNS 2020-1B PSTR TRS 4.875% DUE 7-15-27 - 2592 UNITS P 2021-12-20 2022-03-15
9750 UNITED ARLNS 2020-1B PSTR TRS 4.875% DUE 7-15-27 - 1728 UNITS P 2021-12-20 2022-03-15
9750 SOUTHWEST AIRLINES CO 5.125% DUE 6-15-27 - 8000 UNITS P 2020-06-09 2022-03-16
9750 BOEING CO 5.15% DUE 5-1-30 - 9000 UNITS P 2021-07-29 2022-03-17
9750 TARGA RESOURCES PARTNERS 5.5% DUE 3-1-30 - 7000 UNITS P 2021-05-26 2022-03-17
9750 OMEGA HEALTHCARE INVS INC 3.375% DUE 2-1-31 - 22000 UNITS P 2021-02-01 2022-03-17
9750 BOEING CO 5.15% DUE 5-1-30 - 8000 UNITS P 2021-07-29 2022-03-17
9750 INVESCO EXCHNG TRADED FUND TR II SR LN ETF - 1717 SHS P 2021-12-06 2022-03-17
9750 INVESCO EXCHNG TRADED FUND TR II SR LN ETF - 1348 SHS P 2021-03-10 2022-03-17
9750 TARGA RESOURCES PARTNERS 5.5% DUE 3-1-30 - 11000 UNITS P 2021-05-26 2022-03-17
9750 TARGA RESOURCES PARTNERS 5.5% DUE 3-1-30 - 4000 UNITS P 2021-05-26 2022-03-18
9750 OMEGA HEALTHCARE INVS INC 3.375% DUE 2-1-31 - 22000 UNITS P 2021-02-01 2022-03-22
9750 UNITED ARLNS 2020-1B PSTR TRS 4.875% DUE 7-15-27 - 3456 UNITS P 2021-12-20 2022-03-22
9750 UNITED ARLNS 2020-1B PSTR TRS 4.875% DUE 7-15-27 - 12096 UNITS P 2021-12-20 2022-03-23
9750 UNITED ARLNS 2020-1B PSTR TRS 4.875% DUE 7-15-27 - 3456 UNITS P 2021-12-20 2022-03-28
9750 UNITED ARLNS 2020-1B PSTR TRS 4.875% DUE 7-15-27 - 15552 UNITS P 2021-12-20 2022-04-01
9750 INVESCO EXCHNG TRADED FUND TR II SR LN ETF - 2933 SHS P 2021-03-10 2022-04-14
9750 HILTON WORLDWIDE FINANCE LLC 4.875% DUE 4-1-27 - 7000 UNITS P 2022-02-25 2022-05-02
9750 HILTON WORLDWIDE FINANCE LLC 4.875% DUE 4-1-27 - 6000 UNITS P 2022-02-25 2022-05-02
9750 HILTON WORLDWIDE FINANCE LLC 4.875% DUE 4-1-27 - 26000 UNITS P 2022-02-25 2022-05-03
9750 JANUS HENDERSON B-BBB CLO ETF - 28 SHS P 2022-04-14 2022-05-23
9750 ALLY FINANCIAL INC 5.75% DUE 11-20-25 - 12000 UNITS P 2020-08-28 2022-05-24
9750 KIRBY CORP 4.2% DUE 3-1-28 - 4000 UNITS P 2020-09-09 2022-05-24
9750 MAIN STREET CAP CORP 3% DUE 7-14-26 - 5000 UNITS P 2021-12-20 2022-05-24
9750 FREEPORT-MCMORAN INC 4.25% DUE 3-1-30 - 4000 UNITS P 2022-01-26 2022-05-24
9750 OLIN CORP 5.625% DUE 8-1-29 - 5000 UNITS P 2021-05-27 2022-05-24
9750 BANK AMERICA CORP 3.194% DUE 7-23-30 - 31000 UNITS P 2019-09-04 2022-05-24
9750 JANUS HENDERSON B-BBB CLO ETF - 39 SHS P 2022-04-14 2022-05-24
9750 NETFLIX INC 4.875% DUE 4-15-28 - 5000 UNITS P 2020-06-09 2022-05-25
9750 OLIN CORP 5.625% DUE 8-1-29 - 26000 UNITS P 2021-05-27 2022-05-25
9750 JANUS HENDERSON B-BBB CLO ETF - 15 SHS P 2022-04-14 2022-05-25
9750 KIRBY CORP 4.2% DUE 3-1-28 - 3000 UNITS P 2020-09-09 2022-05-25
9750 MAIN STREET CAP CORP 3% DUE 7-14-26 - 6000 UNITS P 2021-12-20 2022-05-25
9750 NETFLIX INC 4.875% DUE 4-15-28 - 6000 UNITS P 2020-06-09 2022-05-25
9750 NETFLIX INC 4.875% DUE 4-15-28 - 2000 UNITS P 2020-06-09 2022-05-25
9750 NETFLIX INC 4.875% DUE 4-15-28 - 4400 UNITS P 2020-06-09 2022-05-25
9750 JANUS HENDERSON B-BBB CLO ETF - 12 SHS P 2022-04-14 2022-05-25
9750 FREEPORT-MCMORAN INC 4.25% DUE 3-1-30 - 6000 UNITS P 2022-01-26 2022-05-26
9750 ENLINK MIDSTREAM PARTNERS LP 4.15% DUE 6-1-25 - 7000 UNITS P 2022-02-23 2022-05-26
9750 ENLINK MIDSTREAM PARTNERS LP 4.15% DUE 6-1-25 - 3000 UNITS P 2022-02-23 2022-05-26
9750 MAIN STREET CAP CORP 3% DUE 7-14-26 - 6000 UNITS P 2021-12-20 2022-05-26
9750 JANUS HENDERSON B-BBB CLO ETF - 185 SHS P 2022-04-14 2022-05-26
9750 ENLINK MIDSTREAM PARTNERS LP 4.15% DUE 6-1-25 - 1000 UNITS P 2022-02-23 2022-05-26
9750 ENLINK MIDSTREAM PARTNERS LP 4.15% DUE 6-1-25 - 12000 UNITS P 2022-02-18 2022-05-26
9750 KIRBY CORP 4.2% DUE 3-1-28 - 5000 UNITS P 2020-09-09 2022-05-27
9750 JANUS HENDERSON B-BBB CLO ETF - 113 SHS P 2022-04-14 2022-05-27
9750 JANUS HENDERSON B-BBB CLO ETF - 42 SHS P 2022-04-14 2022-05-31
9750 ENERGY TRANSFER LP 6.75% DUE 12-31-79 - 1000 UNITS P 2021-05-28 2022-06-07
9750 NETFLIX INC 4.875% DUE 4-15-28 - 7000 UNITS P 2020-06-09 2022-06-09
9750 FREEPORT-MCMORAN INC 4.25% DUE 3-1-30 - 31000 UNITS P 2022-01-26 2022-06-09
9750 MAIN STREET CAP CORP 3% DUE 7-14-26 - 5000 UNITS P 2021-12-20 2022-06-09
9750 MAIN STREET CAP CORP 3% DUE 7-14-26 - 9000 UNITS P 2021-12-20 2022-06-09
9750 MAIN STREET CAP CORP 3% DUE 7-14-26 - 5000 UNITS P 2021-12-20 2022-06-10
9750 MAIN STREET CAP CORP 3% DUE 7-14-26 - 9000 UNITS P 2021-12-20 2022-06-10
9750 ENERGY TRANSFER LP 6.75% DUE 12-31-79 - 1000 UNITS P 2021-05-28 2022-06-10
9750 NETFLIX INC 4.875% DUE 4-15-28 - 3000 UNITS P 2020-06-09 2022-06-14
9750 NETFLIX INC 4.875% DUE 4-15-28 - 2000 UNITS P 2020-06-09 2022-06-14
9750 NETFLIX INC 4.875% DUE 4-15-28 - 7000 UNITS P 2020-06-09 2022-06-15
9750 HCA INC 5.625% DUE 9-1-28 - 5000 UNITS P 2021-07-21 2022-06-15
9750 NETFLIX INC 4.875% DUE 4-15-28 - 2000 UNITS P 2020-06-09 2022-06-15
9750 HCA INC 5.625% DUE 9-1-28 - 5000 UNITS P 2021-07-21 2022-06-15
9750 NETFLIX INC 4.875% DUE 4-15-28 - 2000 UNITS P 2020-06-09 2022-06-15
9750 HCA INC 5.625% DUE 9-1-28 - 5000 UNITS P 2021-07-21 2022-06-16
9750 HCA INC 5.625% DUE 9-1-28 - 12000 UNITS P 2021-07-21 2022-06-16
9750 KIRBY CORP 4.2% DUE 3-1-28 - 3000 UNITS P 2020-09-09 2022-06-16
9750 SPRINT CAP CORP MTN BE 6.875% DUE 11-15-28 - 20000 UNITS P 2021-03-10 2022-06-16
9750 HCA INC 5.625% DUE 9-1-28 - 11000 UNITS P 2021-07-21 2022-06-16
9750 CENOVUS ENERGY INC 4.4% DUE 4-15-29 - 6000 UNITS P 2021-05-26 2022-06-16
9750 KIRBY CORP 4.2% DUE 3-1-28 - 3000 UNITS P 2020-09-09 2022-06-17
9750 KIRBY CORP 4.2% DUE 3-1-28 - 1000 UNITS P 2020-06-08 2022-06-17
9750 SPRINT CAP CORP MTN BE 6.875% DUE 11-15-28 - 5000 UNITS P 2021-03-10 2022-06-17
9750 WESTERN DIGITAL CORP 4.75% DUE 2-15-26 - 4000 UNITS P 2021-02-01 2022-06-17
9750 CENOVUS ENERGY INC 4.4% DUE 4-15-29 - 6000 UNITS P 2021-05-26 2022-06-17
9750 KIRBY CORP 4.2% DUE 3-1-28 - 2000 UNITS P 2020-06-08 2022-06-17
9750 SPRINT CAP CORP MTN BE 6.875% DUE 11-15-28 - 6000 UNITS P 2021-03-10 2022-06-17
9750 WESTERN DIGITAL CORP 4.75% DUE 2-15-26 - 3000 UNITS P 2021-02-01 2022-06-17
9750 CENOVUS ENERGY INC 4.4% DUE 4-15-29 - 4000 UNITS P 2021-05-26 2022-06-17
9750 CENOVUS ENERGY INC 4.4% DUE 4-15-29 - 7000 UNITS P 2021-05-26 2022-06-17
9750 SPRINT CAP CORP MTN BE 6.875% DUE 11-15-28 - 4000 UNITS P 2021-03-10 2022-06-17
9750 WESTERN DIGITAL CORP 4.75% DUE 2-15-26 - 9000 UNITS P 2021-02-01 2022-06-21
9750 CENOVUS ENERGY INC 4.4% DUE 4-15-29 - 4000 UNITS P 2021-05-26 2022-06-22
9750 WESTERN DIGITAL CORP 4.75% DUE 2-15-26 - 4000 UNITS P 2021-02-01 2022-06-22
9750 WESTERN DIGITAL CORP 4.75% DUE 2-15-26 - 5000 UNITS P 2021-02-01 2022-06-22
9750 WESTERN DIGITAL CORP 4.75% DUE 2-15-26 - 1000 UNITS P 2021-02-01 2022-06-22
9750 WESTERN DIGITAL CORP 4.75% DUE 2-15-26 - 6000 UNITS P 2021-02-01 2022-06-22
9750 KIRBY CORP 4.2% DUE 3-1-28 - 3000 UNITS P 2020-06-08 2022-06-24
9750 NABORS INDUSTRIES INC 5.75% DUE 2-1-25 - 11000 UNITS P 2022-02-23 2022-06-24
9750 NABORS INDUSTRIES INC 5.75% DUE 2-1-25 - 5000 UNITS P 2022-03-14 2022-06-24
9750 KIRBY CORP 4.2% DUE 3-1-28 - 2000 UNITS P 2020-06-08 2022-06-28
9750 CENOVUS ENERGY INC 4.4% DUE 4-15-29 - 3000 UNITS P 2021-05-26 2022-06-30
9750 KIRBY CORP 4.2% DUE 3-1-28 - 2000 UNITS P 2020-06-08 2022-06-30
9750 CENOVUS ENERGY INC 4.4% DUE 4-15-29 - 10000 UNITS P 2021-05-26 2022-06-30
9750 ENERGY TRANSFER LP 6.75% DUE 12-31-79 - 3000 UNITS P 2021-05-28 2022-06-13
9750 KIRBY CORP 4.2% DUE 3-1-28 - 3000 UNITS P 2020-06-08 2022-07-01
9750 KIRBY CORP 4.2% DUE 3-1-28 - 8000 UNITS P 2020-06-08 2022-07-05
9750 KIRBY CORP 4.2% DUE 3-1-28 - 2000 UNITS P 2020-06-08 2022-07-12
9750 FORD MOTOR CREDIT COMPANY 3.35% DUE 11-1-22 - 6000 UNITS P 2022-07-12 2022-07-22
9750 MOSAIC CO 4.05% DUE 11-15-27 - 40000 UNITS P 2021-03-08 2022-07-25
9750 ISHARES CMBS ETF - 278 SHS P 2022-02-09 2022-07-26
9750 ISHARES CMBS ETF - 554 SHS P 2022-02-09 2022-07-27
SOLACE CAP SPECIAL SITUATIONS FD LP - PARTIAL SALE OF PHSP INTEREST P 2016-02-15 2021-08-13
ENERGY TRUST PARTNERS V LP PASSTHRU SEC 1231 GAIN P 2020-12-30 2021-12-31
PCCP EQUITY VII LP PASSTHRU SEC 1231 GAIN P 2020-12-30 2021-12-31
PCCP EQUITY VII LP PASSTHRU LTCG P 2020-12-30 2021-12-31
PCCP EQUITY VIII LP PASSTHRU LTCG P 2020-12-30 2021-12-31
PCCP EQUITY VIII LP PASSTHRU SEC 1231 GAIN P 2020-12-30 2021-12-31
SOLACE CAPITAL SPECIAL SITUATIONS FD LP PASSTHRU LTCL P 2020-12-30 2021-12-31
VIRTUS REAL ESTATE CAPITAL III LP PASSTHRU SEC 1231 GAIN P 2020-12-30 2021-12-31
WILLOW TREE FUND I LP PASSTHRU STCG P 2021-01-02 2021-12-31
WILLOW TREE FUND I LP PASSTHRU LTCG P 2020-12-30 2021-12-31
VIRTUS REAL ESTATE CAPITAL II LP PASSTHRU SEC 1231 GAIN P 2020-12-30 2021-12-31
(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 65,912   66,494 -582
b 2,657   2,696 -39
c 65,615   65,900 -285
d 465,779   468,104 -2,325
e 14,028   14,196 -168
88,204   89,694 -1,490
47,323   48,131 -808
58,141   65,697 -7,556
16,652   18,455 -1,803
11,755   13,027 -1,272
8,755   9,770 -1,015
69,704   70,991 -1,287
1,808   1,801 7
30,232   30,114 118
3,013   2,995 18
38,367   37,579 788
49,927   48,892 1,035
402   392 10
4,320   4,191 129
201   195 6
32,201   32,511 -310
1,712   1,762 -50
1,208   1,206 2
604   601 3
93,233   90,998 2,235
101   98 3
2,517   2,435 82
201   195 6
38,558   38,899 -341
83,300   84,008 -708
13,416   14,469 -1,053
59,169   66,895 -7,726
21,401   21,150 251
59,532   64,914 -5,382
6,393   7,164 -771
12,632   14,328 -1,696
11,659   11,633 26
57,264   65,743 -8,479
12,625   14,328 -1,703
13,796   13,748 48
12,748   12,690 58
13,914   15,523 -1,609
29,310   33,507 -4,197
12,854   14,328 -1,474
61,089   65,931 -4,842
990   1,043 -53
3,960   4,158 -198
28,713   28,991 -278
25,742   25,965 -223
28,909   33,508 -4,599
1,884   2,050 -166
5,748   6,324 -576
5,596   6,255 -659
2,574   2,800 -226
1,013   1,100 -87
2,883   3,162 -279
17,179   18,929 -1,750
138   150 -12
8,528   9,383 -855
43,513   47,955 -4,442
43,144   47,323 -4,179
12,392   13,501 -1,109
6,749   7,378 -629
7,605   8,201 -596
2,895   3,100 -205
60,642   64,609 -3,967
6,986   8,409 -1,423
6,024   7,208 -1,184
8,970   10,811 -1,841
16,946   20,421 -3,475
3,717   4,216 -499
14,996   18,019 -3,023
53,398   64,713 -11,315
5,604   6,324 -720
10,526   12,243 -1,717
2,790   3,162 -372
3,829   4,452 -623
12,464   14,469 -2,005
5,716   6,678 -962
3,808   4,452 -644
2,851   3,339 -488
4,759   5,565 -806
7,465   8,432 -967
3,721   4,216 -495
3,699   4,216 -517
2,810   3,162 -352
7,500   8,432 -932
929   1,054 -125
1,858   2,108 -250
61,116   65,207 -4,091
56,581   65,793 -9,212
12,078   12,201 -123
32,550   32,181 369
1,024   1,011 13
44,310   44,048 262
45,945   45,956 -11
44,881   45,438 -557
45,605   44,585 1,020
19,974   19,760 214
5,256   5,200 56
18,914   18,720 194
34,415   33,994 421
34,694   35,261 -567
2,989   3,045 -56
45,908   46,870 -962
58,342   59,501 -1,159
27,630   28,155 -525
8,820   8,981 -161
53,454   54,401 -947
41,764   42,468 -704
14,028   14,149 -121
3,296   3,564 -268
4,002   4,432 -430
74,163   80,874 -6,711
2,472   2,689 -217
1,028   1,059 -31
1,541   1,603 -62
41,924   42,497 -573
16,217   16,180 37
1,378   1,396 -18
5,618   5,652 -34
2,011   2,018 -7
1,240   1,239 1
1,700   1,772 -72
38,428   43,346 -4,918
18,315   19,527 -1,212
44,168   44,745 -577
24,420   26,035 -1,615
3,174   3,290 -116
5,275   5,483 -208
2,112   2,193 -81
49,552   50,947 -1,395
206   212 -6
20,600   21,470 -870
618   643 -25
2,386   2,609 -223
928   946 -18
1,591   1,875 -284
25,186   27,054 -1,868
49,439   50,822 -1,383
4,013   4,342 -329
229   236 -7
2,637   3,146 -509
35,312   30,183 5,129
14,440   14,719 -279
21,890   22,770 -880
20,895   21,715 -820
1,846   1,932 -86
39,684   45,269 -5,585
10,803   11,548 -745
1,959   2,025 -66
12,734   14,113 -1,379
10,775   11,942 -1,167
7,782   8,685 -903
4,250   4,328 -78
4,423   4,504 -81
9,288   10,017 -729
1,058   1,082 -24
1,046   1,082 -36
40,806   46,134 -5,328
13,622   14,066 -444
14,981   14,875 106
18,217   19,947 -1,730
12,465   13,648 -1,183
4,262   4,776 -514
8,421   9,552 -1,131
8,479   8,500 -21
9,469   10,746 -1,277
9,551   9,518 33
2,563   2,702 -139
1,726   1,801 -75
8,499   8,460 39
9,633   10,746 -1,113
7,309   7,574 -265
20,151   23,036 -2,885
8,569   9,552 -983
37,079   37,722 -643
29,110   29,992 -882
11,485   11,902 -417
4,165   4,328 -163
19,875   23,036 -3,161
3,403   3,603 -200
11,930   12,610 -680
3,408   3,603 -195
15,303   16,213 -910
63,851   65,258 -1,407
6,964   7,140 -176
5,984   6,120 -136
25,837   26,520 -683
1,287   1,400 -113
12,246   13,474 -1,228
3,832   4,216 -384
4,551   5,029 -478
3,731   4,170 -439
4,935   5,438 -503
28,466   32,578 -4,112
1,792   1,950 -158
4,925   5,500 -575
25,912   28,275 -2,363
691   750 -59
2,883   3,162 -279
5,488   6,034 -546
5,925   6,600 -675
1,985   2,200 -215
3,980   4,400 -420
92   100 -8
5,685   6,255 -570
6,900   6,965 -65
2,958   2,985 -27
5,469   6,034 -565
8,491   9,251 -760
989   995 -6
11,865   11,925 -60
4,821   5,270 -449
5,240   5,651 -411
1,961   2,100 -139
910   1,009 -99
6,799   7,700 -901
29,411   32,318 -2,907
4,455   5,028 -573
8,002   9,051 -1,049
4,416   5,028 -612
7,934   9,051 -1,117
910   1,009 -99
2,798   3,300 -502
1,863   2,200 -337
6,580   7,700 -1,120
4,990   6,006 -1,016
1,890   2,200 -310
5,020   6,006 -986
1,886   2,200 -314
4,984   6,006 -1,022
11,962   14,415 -2,453
2,788   3,162 -374
21,150   24,775 -3,625
10,997   13,214 -2,217
5,804   6,705 -901
2,802   3,162 -360
934   970 -36
5,286   6,194 -908
3,828   4,452 -624
5,798   6,705 -907
1,860   1,940 -80
6,342   7,433 -1,091
2,872   3,339 -467
3,858   4,470 -612
6,729   7,823 -1,094
4,231   4,955 -724
8,629   10,017 -1,388
3,848   4,470 -622
3,811   4,452 -641
4,759   5,565 -806
950   1,113 -163
5,711   6,678 -967
2,799   2,910 -111
10,038   10,560 -522
4,563   4,775 -212
1,860   1,940 -80
2,878   3,352 -474
1,850   1,940 -90
9,553   11,175 -1,622
2,700   3,026 -326
2,810   2,910 -100
7,500   7,760 -260
1,858   1,940 -82
5,998   5,999 -1
39,706   44,804 -5,098
13,458   14,373 -915
26,887   28,643 -1,756
383,310   336,493 46,817
2,230     2,230
3,960     3,960
40,519     40,519
27,428     27,428
9,813     9,813
1   75,052 -75,051
4,564     4,564
649     649
653     653
9,327     9,327
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       -582
b       -39
c       -285
d       -2,325
e       -168
      -1,490
      -808
      -7,556
      -1,803
      -1,272
      -1,015
      -1,287
      7
      118
      18
      788
      1,035
      10
      129
      6
      -310
      -50
      2
      3
      2,235
      3
      82
      6
      -341
      -708
      -1,053
      -7,726
      251
      -5,382
      -771
      -1,696
      26
      -8,479
      -1,703
      48
      58
      -1,609
      -4,197
      -1,474
      -4,842
      -53
      -198
      -278
      -223
      -4,599
      -166
      -576
      -659
      -226
      -87
      -279
      -1,750
      -12
      -855
      -4,442
      -4,179
      -1,109
      -629
      -596
      -205
      -3,967
      -1,423
      -1,184
      -1,841
      -3,475
      -499
      -3,023
      -11,315
      -720
      -1,717
      -372
      -623
      -2,005
      -962
      -644
      -488
      -806
      -967
      -495
      -517
      -352
      -932
      -125
      -250
      -4,091
      -9,212
      -123
      369
      13
      262
      -11
      -557
      1,020
      214
      56
      194
      421
      -567
      -56
      -962
      -1,159
      -525
      -161
      -947
      -704
      -121
      -268
      -430
      -6,711
      -217
      -31
      -62
      -573
      37
      -18
      -34
      -7
      1
      -72
      -4,918
      -1,212
      -577
      -1,615
      -116
      -208
      -81
      -1,395
      -6
      -870
      -25
      -223
      -18
      -284
      -1,868
      -1,383
      -329
      -7
      -509
      5,129
      -279
      -880
      -820
      -86
      -5,585
      -745
      -66
      -1,379
      -1,167
      -903
      -78
      -81
      -729
      -24
      -36
      -5,328
      -444
      106
      -1,730
      -1,183
      -514
      -1,131
      -21
      -1,277
      33
      -139
      -75
      39
      -1,113
      -265
      -2,885
      -983
      -643
      -882
      -417
      -163
      -3,161
      -200
      -680
      -195
      -910
      -1,407
      -176
      -136
      -683
      -113
      -1,228
      -384
      -478
      -439
      -503
      -4,112
      -158
      -575
      -2,363
      -59
      -279
      -546
      -675
      -215
      -420
      -8
      -570
      -65
      -27
      -565
      -760
      -6
      -60
      -449
      -411
      -139
      -99
      -901
      -2,907
      -573
      -1,049
      -612
      -1,117
      -99
      -502
      -337
      -1,120
      -1,016
      -310
      -986
      -314
      -1,022
      -2,453
      -374
      -3,625
      -2,217
      -901
      -360
      -36
      -908
      -624
      -907
      -80
      -1,091
      -467
      -612
      -1,094
      -724
      -1,388
      -622
      -641
      -806
      -163
      -967
      -111
      -522
      -212
      -80
      -474
      -90
      -1,622
      -326
      -100
      -260
      -82
      -1
      -5,098
      -915
      -1,756
      46,817
      2,230
      3,960
      40,519
      27,428
      9,813
      -75,051
      4,564
      649
      653
      9,327
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 -179,308
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 0
3 Add lines 1 and 2........................... 3 2,521
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 2,521
6 Credits/Payments:
a 2021 estimated tax payments and 2020 overpayment credited to 2021 6a 12,401
b Exempt foreign organizations—tax withheld at source...... 6b 0
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 12,401
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 9,880
11 Enter the amount of line 10 to be: Credited to 2022 estimated taxBullet9,880 RefundedBullet 11 0
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$ 0(2) On foundation managers.bullet$ 0
e
Enter the reimbursement (if any) paid by the foundation during the year for political expenditure tax imposed
on foundation managers.bullet$ 0
2
Has the foundation engaged in any activities that have not previously been reported to the IRS?.......
2
 
No
If "Yes," attach a detailed description of the activities.
3
Has the foundation made any changes, not previously reported to the IRS, in its governing instrument, articles
of incorporation, or bylaws, or other similar instruments? If "Yes," attach a conformed copy of the changes....
3
 
No
4a
Did the foundation have unrelated business gross income of $1,000 or more during the year?.........
4a
Yes
 
b
If "Yes," has it filed a tax return on Form 990-T for this year?...................
4b
Yes
 
5
Was there a liquidation, termination, dissolution, or substantial contraction during the year?.........
5
 
No
If "Yes," attach the statement required by General Instruction T.
6
Are the requirements of section 508(e) (relating to sections 4941 through 4945) satisfied either:
  • By language in the governing instrument, or
  • By state legislation that effectively amends the governing instrument so that no mandatory directions
    • that conflict with the state law remain in the governing instrument?................
    6
    Yes
     
    7
    Did the foundation have at least $5,000 in assets at any time during the year? If "Yes," complete Part II, col. (c),
    and Part 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
     
    No
    10
    Did any persons become substantial contributors during the tax year? If "Yes," attach a schedule listing their names
    and addresses. ...............................
    10
     
    No
    Form 990-PF (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 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 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)
    Yes
     
    (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
    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
    12.00     		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
    P O BOX 32
    SCHULENBURG,TX78956
    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
    CHERYL PEKAR EXECUTIVE DIRECTOR
    40.00     		80,708 0 0
    311 BAUMGARTEN ST
    SCHULENBURG,TX78956
    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     		80,708 0 0
    311 BAUMGARTEN ST
    SCHULENBURG,TX78956
    PHYLLIS M VENGHAUS PAT DIRECTOR
    40.00     		54,090 0 0
    311 BAUMGARTEN ST
    SCHULENBURG,TX78956
    Total number of other employees paid over $50,000...................bullet 0
    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
    CI AVALON PRIVATE WEALTH INVESTMENT SERVICES 82,871
    2929 ALLEN PARKWAY STE 3000
    HOUSTON,TX77019
    Total number of others receiving over $50,000 for professional services.............bullet0
    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 EDUCATION PROGRAM - PROVIDES SCHOLARSHIP TO GRADUATING SENIOR RESIDING IN THE SCHULENBURG/WEIMAR ISD. PROVIDES GRANTS TO SCHOOLS AND OTHER EDUCATIONAL PROGRAMS IN SCHULENBURG/WEIMAR. 202,213
    2 STANZEL MODEL AIRCRAFT MUSEUM DISPLAYS ARTIFACTS RELATED TO THE HISTORY AND DEVELOPMENT OF MODEL FLYING AIRCRAFT. 153,421
    3 HEALTH COMMUNITY INITIATIVE IS A PROGRAM TO PROMOTE HEALTHY LIFESTYLES AND HEALTH HABITS, WHILE IMPROVING THE QUALITY OF COMMUNITY LIFE. 229,131
    4 THE PARENTS AS TEACHERS PROGRAM IS COMMITTED TO PROVIDE FREE INFORMATION,EDUCATION,AND FAMILY SUPPORT ON CHILD DEVELOPMENT ISSUES FROM PRENATAL TO KINDERGARTEN. 346,823
    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 N/A 0
    2  
    All other program-related investments. See instructions.
    3  
    Total. Add lines 1 through 3.........................bullet0
    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
    13,193,022
    b
    Average of monthly cash balances.......................
    1b
    254,189
    c
    Fair market value of all other assets (see instructions)................
    1c
    4,722,468
    d
    Total (add lines 1a, b, and c).........................
    1d
    18,169,679
    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
    18,169,679
    4
    Cash deemed held for charitable activities. Enter 1.5% (0.015) of line 3 (for greater amount, see
    instructions) .............................
    4
    272,545
    5
    Net value of noncharitable-use assets. Subtract line 4 from line 3. .......
    5
    17,897,134
    6
    Minimum investment return. Enter 5% (0.05) of line 5................
    6
    894,857
    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
    894,857
    2a
    Tax on investment income for 2021 from Part V, line 5.......
    2a
    2,521
    b
    Income tax for 2021. (This does not include the tax from Part V.) ...
    2b
    28,156
    c
    Add lines 2a and 2b............................
    2c
    30,677
    3
    Distributable amount before adjustments. Subtract line 2c from line 1............
    3
    864,180
    4
    Recoveries of amounts treated as qualifying distributions................
    4
    0
    5
    Add lines 3 and 4............................
    5
    864,180
    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 XII, line 1 ...
    7
    864,180
    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 7 864,180
    2 Undistributed income, if any, as of the end of 2021:
    a Enter amount for 2020 only....... 0
    b Total for prior years:20, 20, 20 0
    3 Excess distributions carryover, if any, to 2021:
    a From 2016...... 162,484
    b From 2017...... 210,624
    c From 2018...... 138,257
    d From 2019...... 66,846
    e From 2020......  
    f Total of lines 3a through e ........ 578,211
    4Qualifying distributions for 2021 from Part
    XI, line 4: bullet$ 931,588
    a Applied to 2020, 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 2021 distributable amount..... 864,180
    e Remaining amount distributed out of corpus 67,408
    5 Excess distributions carryover applied to 2021. 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 5 645,619
    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 2019. Subtract line
    4a from line 2a. Taxable amount—see
    instructions .............     		0
    f Undistributed income for 2021. Subtract
    lines 4d and 5 from line 1. This amount must
    be distributed in 2022 ..........     		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 2016 not
    applied on line 5 or line 7 (see instructions) ...     		162,484
    9 Excess distributions carryover to 2022.
    Subtract lines 7 and 8 from line 6a ......     		483,135
    10 Analysis of line 9:
    a Excess from 2017.... 210,624
    b Excess from 2018.... 138,257
    c Excess from 2019.... 66,846
    d Excess from 2020....  
    e Excess from 2021.... 67,408
    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
     
    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
             
    b 85% (0.85) of line 2a .........          
    c Qualifying distributions from Part XI,
    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 IX, 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 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).)
    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 (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
    MATTHEW AINSWORTH
    21811 WILDWOOD PARK RD
    RICHMOND,TX77469     		NONE N/A PROFESSIONAL SCHOLARSHIP 1,000
    ESMERALDA AGUIRRE
    111 SUMMIT ST
    SCHULENBURG,TX78956     		NONE N/A COLLEGE SCHOLARSHIP 3,000
    ERIK ARVIZU
    1022 PR20
    WEIMAR,TX78962     		NONE N/A COLLEGE SCHOLARSHIP 3,000
    CHRISTINA AVILA
    815 WOLTERS AVE
    SCHULENBURG,TX78956     		NONE N/A PROFESSIONAL SCHOLARSHIP 500
    LIZBETH AVILA
    107 ST JOHN RD
    SCHULENBURG,TX78956     		NONE N/A COLLEGE SCHOLARSHIP 1,500
    MIKAYLA BEIERSDORFER
    203 E SUMMIT ST
    SCHULENBURG,TX78956     		NONE N/A COLLEGE SCHOLARSHIP 1,000
    LIAM BENNETT
    307 AUGUST 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 1,750
    TREVOR BEYER
    1276 KLEKAR GIN RD
    SCHULENBURG,TX78956     		NONE N/A COLLEGE SCHOLARSHIP 4,500
    ALICIA CARDOZA
    413 N CENTER ST
    WEIMAR,TX78962     		NONE N/A PROFESSIONAL SCHOLARSHIP 2,000
    DANIEL RODRIGUEZ CASTILLO
    2021 PRIVATE RD 30
    WEIMAR,TX78962     		NONE N/A COLLEGE SCHOLARSHIP 1,500
    TRENTON CHENARD
    408 W CONVERSE ST
    WEIMAR,TX78962     		NONE N/A COLLEGE SCHOLARSHIP 1,500
    JAUNDREA CHESTER
    406 N COLLEGE ST
    WEIMAR,TX78962     		NONE N/A COLLEGE SCHOLARSHIP 3,000
    JACOB COLLINS
    14397 FM 957
    SCHULENBURG,TX78956     		NONE N/A COLLEGE SCHOLARSHIP 3,000
    CE'KIA COOK
    137 CR 202
    WEIMAR,TX78962     		NONE N/A COLLEGE SCHOLARSHIP 1,500
    KELSEE COWART
    422 PETERS RD
    WEIMAR,TX78962     		NONE N/A COLLEGE SCHOLARSHIP 3,000
    BASIL DESSELLE
    10243 SEDAN RD
    WEIMAR,TX78962     		NONE N/A COLLEGE SCHOLARSHIP 3,000
    MORELLA ESPINOZA
    830 FM 2672
    SCHULENBURG,TX78956     		NONE N/A COLLEGE SCHOLARSHIP 3,000
    JUAN FERRITEZ
    E HUVAR ST
    WEIMAR,TX78962     		NONE N/A COLLEGE SCHOLARSHIP 3,000
    JULIANE FRYE
    5827 FM 957
    SCHULENBURG,TX78956     		NONE N/A COLLEGE SCHOLARSHIP 3,000
    ALEXANDRIA GALIPP
    5027 FALKE HEINRICH RD
    SCHULENBURG,TX78956     		NONE N/A COLLEGE SCHOLARSHIP 3,000
    LIZZETT GARCIA
    304 E SOUTH ST
    WEIMAR,TX78962     		NONE N/A COLLEGE SCHOLARSHIP 2,250
    DALLAS GARZA
    806 BAUMGARTEN
    SCHULENBURG,TX78956     		NONE N/A COLLEGE SCHOLARSHIP 3,000
    JADE GARZA
    317 E NORTH ST
    WEIMAR,TX78962     		NONE N/A COLLEGE SCHOLARSHIP 1,500
    JAZZ GARZA
    317 E NORTH ST
    WEIMAR,TX78962     		NONE N/A COLLEGE SCHOLARSHIP 1,500
    DYLAN GOLDBERG
    3333 HERMIS RD
    SCHULENBURG,TX78956     		NONE N/A COLLEGE SCHOLARSHIP 1,500
    BLAIR GUENTERT
    207 N MAIN ST
    SCHULENBURG,TX78956     		NONE N/A COLLEGE SCHOLARSHIP 3,000
    CLARA HENKE
    308 W HUVAR
    WEIMAR,TX78962     		NONE N/A COLLEGE SCHOLARSHIP 3,000
    SKYLER HICKMAN
    1298 CR 205
    WEIMAR,TX78962     		NONE N/A COLLEGE SCHOLARSHIP 3,000
    SKYLAR HINSON
    201 E SUMMIT ST
    SCHULENBURG,TX78956     		NONE N/A COLLEGE SCHOLARSHIP 1,500
    JERRY TAITON HUDEC
    1111 CR 200
    WEIMAR,TX78962     		NONE N/A COLLEGE SCHOLARSHIP 3,000
    ETHAN JACOBS
    901 N MAIN ST
    SCHULENBURG,TX78956     		NONE N/A COLLEGE SCHOLARSHIP 4,500
    SEAN JACOBS
    513 PARK DR
    WEIMAR,TX78962     		NONE N/A COLLEGE SCHOLARSHIP 1,500
    BENITO JUAREZ
    1207 KESSLER AVE
    SCHULENBURG,TX78956     		NONE N/A COLLEGE SCHOLARSHIP 3,000
    IRENE JUAREZ
    404 E HUVAR ST
    WEIMAR,TX78962     		NONE N/A PROFESSIONAL SCHOLARSHIP 2,000
    LIBERTY KILLION
    205 RUSSEK ST
    SCHULENBURG,TX78956     		NONE N/A COLLEGE SCHOLARSHIP 1,500
    GAVIN KUBALA
    2650 KRISCHKE RD
    SCHULENBURG,TX78956     		NONE N/A COLLEGE SCHOLARSHIP 3,000
    ASHLIE KUNSCHICK
    1502 CR 253
    WEIMAR,TX78962     		NONE N/A COLLEGE SCHOLARSHIP 3,000
    ZAKARY KUNZ
    405 W SOUTH ST
    WEIMAR,TX78962     		NONE N/A COLLEGE SCHOLARSHIP 3,000
    LUIS LOPEZ
    1118 SIMPSON
    SCHULENBURG,TX78956     		NONE N/A COLLEGE SCHOLARSHIP 3,000
    ALLISON MACHAC
    1104 KELLETT AVE
    SCHULENBURG,TX78956     		NONE N/A PROFESSIONAL SCHOLARSHIP 1,000
    HAILEY MACHAC
    PO BOX 373
    SCHULENBURG,TX78956     		NONE N/A COLLEGE SCHOLARSHIP 3,000
    VANESSA MAUPIN
    1144 COUNTY RD 240
    WEIMAR,TX78962     		NONE N/A COLLEGE SCHOLARSHIP 3,000
    KRISTI MCBRIDE
    112 E COLLEGE ST
    SCHULENBURG,TX78956     		NONE N/A PROFESSIONAL SCHOLARSHIP 2,000
    VALERIE MILLER
    305 W JACKSON ST
    WEIMAR,TX78962     		NONE N/A COLLEGE SCHOLARSHIP 3,000
    JULIA OEDING
    1035 EILERS ST
    SCHULENBURG,TX78956     		NONE N/A COLLEGE SCHOLARSHIP 3,000
    MONTANA OLLE
    204 BAUMGARTEN ST
    SCHULENBURG,TX78956     		NONE N/A COLLEGE SCHOLARSHIP 3,000
    KRISSI PASCHALL
    1002 W HWY 90
    WEIMAR,TX78962     		NONE N/A COLLEGE SCHOLARSHIP 1,500
    ASHLEY PEREZ
    286 E HEMPSTEAD ST
    GIDDINGS,TX78942     		NONE N/A PROFESSIONAL SCHOLARSHIP 2,000
    CODI PESAK
    304 WEST MARKET ST
    WEIMAR,TX78962     		NONE N/A PROFESSIONAL SCHOLARSHIP 3,000
    TAYLOR RAIN
    1040 H M LN
    WEIMAR,TX78962     		NONE N/A COLLEGE SCHOLARSHIP 2,000
    DYLAN RAMIREZ
    1090 MENIS RD
    WEIMAR,TX78962     		NONE N/A COLLEGE SCHOLARSHIP 4,500
    CASSIE REDDING
    215 W RADHOST SCHOOL RD
    LA GRANGE,TX78945     		NONE N/A COLLEGE SCHOLARSHIP 3,000
    JOY RHODES
    209 E CHURCH ST
    WEIMAR,TX78962     		NONE N/A COLLEGE SCHOLARSHIP 3,000
    GLORIA RUBIO
    1019 BLACKSMITH FARM LN
    WEIMAR,TX78962     		NONE N/A PROFESSIONAL SCHOLARSHIP 1,000
    JOSHUA RUBIO
    1019 BLACKSMITH FARM LN
    WEIMAR,TX78962     		NONE N/A COLLEGE SCHOLARSHIP 3,000
    JORDAN SALEM
    1000 KLESEL RD
    SCHULENBURG,TX78956     		NONE N/A COLLEGE SCHOLARSHIP 3,000
    APRIL SANCHEZ
    2736 INTERSTATE 10
    WEIMAR,TX78962     		NONE N/A COLLEGE SCHOLARSHIP 3,000
    KATELYN SASSIN
    309 KLESEL ST
    SCHULENBURG,TX78956     		NONE N/A COLLEGE SCHOLARSHIP 4,500
    NATHAN SCHUETZE
    1227 COUNTY RD 209
    WEIMAR,TX78962     		NONE N/A COLLEGE SCHOLARSHIP 3,000
    TANNER SEMBERA
    404 GINDLER ST
    WEIMAR,TX78962     		NONE N/A COLLEGE SCHOLARSHIP 3,000
    ANGEL SIERRA
    206 S MECHANIC ST
    WEIMAR,TX78962     		NONE N/A COLLEGE SCHOLARSHIP 3,000
    LAURECE SILCOX
    502 N COLLEGE ST
    WEIMAR,TX78962     		NONE N/A COLLEGE SCHOLARSHIP 3,000
    KYLER TOLBERT
    305 N COLLEGE ST
    WEIMAR,TX78962     		NONE N/A COLLEGE SCHOLARSHIP 3,000
    KEVIN TREYBIG
    2629 PETTIT LN
    SCHULENBURG,TX78956     		NONE N/A COLLEGE SCHOLARSHIP 1,500
    BRIANNA VELAZQUEZ
    902 BAUMGARTEN ST
    SCHULENBURG,TX78956     		NONE N/A COLLEGE SCHOLARSHIP 3,000
    LEO VELOZ
    804 COLLEGE ST
    SCHULENBURG,TX78956     		NONE N/A COLLEGE SCHOLARSHIP 3,000
    ZANE WANJURA
    1010 CR 222
    WEIMAR,TX78962     		NONE N/A COLLEGE SCHOLARSHIP 3,000
    AMY WICK
    1633 FM 1383
    SCHULENBURG,TX78956     		NONE N/A COLLEGE SCHOLARHSIP 3,000
    ANGELA WIED
    1030 COUNTY ROAD 218
    WEIMAR,TX78962     		NONE N/A PROFESSIONAL SCHOLARSHIP 3,000
    CHARITY LAFON WILLIAMS
    411 E POST OFFICE ST
    WEIMAR,TX78962     		NONE N/A PROFESSIONAL SCHOLARSHIP 1,000
    KAYLIE ZAPALAC
    8228 ABBOTTS GROVE SCHOOL RD
    LA GRANGE,TX78945     		NONE N/A COLLEGE SCHOLARSHIP 3,000
    BLINN COLLEGE FOUNDATION
    100 RANGER DR
    SCHULENBURG,TX78956     		N/A PUBLIC SCHOOL FOR SCHULENBURG, TX CAMPUS 4,000
    DALE KIRN MEMORIAL SCHOLARSHIP
    3701 HIGHLAND PARK NW
    NORTH CANTON,OH44720     		N/A PUBLIC CHARITY CAMP INVENTION PROGRAM SCHOLARSHIPS - LA GRANGE ISD 1,490
    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 20,000
    CHAMPION VALLEY BOYS AND GIRLS CLUB
    101 WEST JACKSON ST
    WEIMAR,TX78962     		N/A PUBLIC CHARITY COMMUNITY PROGRAM 70,000
    FAYETTE COMMUNITY FOUNDATION
    PO BOX 664
    LA GRANGE,TX78945     		N/A PUBLIC CHARITY COMMUNITY PROGRAM 15,000
    FAYETTE COUNTY COMMUNITY THEATRE
    120 S WASHINGTON ST
    LA GRANGE,TX78945     		N/A PUBLIC CHARITY COMMUNITY PROGRAM 10,000
    MINI HORSE HELPERS
    230 HAUSMANN GIN RD
    LA GRANGE,TX78945     		N/A PUBLIC CHARITY COMMUNITY PROGRAM 5,000
    NAVIDAD VALLEY COMMUNITY CONNECTIONS
    1111 BOHLMANN AVE
    SCHULENBURG,TX78956     		N/A PUBLIC CHARITY COMMUNITY PROGRAM 40,000
    ST MICHAEL SCHOOL
    103 E NORTH ST
    WEIMAR,TX78962     		N/A PUBLIC SCHOOL TEACHER GENERATED INSTRUCTIONAL GRANT 15,459
    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 - TEACHER GENERATED INSTRUCTIONAL GRANT
    405 BLACK ST
    SCHULENBURG,TX78956     		N/A PUBLIC SCHOOL TEACHER GENERATED INSTRUCTIONAL GRANT 2,000
    SCHULENBURG ISD - TEACHER GENERATED INSTRUCTIONAL GRANT
    521 NORTH ST
    SCHULENBURG,TX78956     		N/A PUBLIC SCHOOL TEACHER GENERATED INSTRUCTIONAL GRANT 3,000
    TURTLE WING FOUNDATION
    PO BOX 631
    SCHULENBURG,TX78956     		N/A PUBLIC CHARITY COMMUNITY PROGRAM 20,000
    WEIMAR ISD
    506 W MAIN ST
    WEIMAR,TX78962     		N/A PUBLIC SCHOOL TEACHER GENERATED INSTRUCTIONAL GRANT 5,000
    WEIMAR ISD - TEACHER GENERATED INSTRUCTIONAL GRANT
    506 W MAIN ST
    WEIMAR,TX78962     		N/A PUBLIC SCHOOL TEACHER GENERATED INSTRUCTIONAL GRANT 3,000
    Total .................................bullet 3a 405,949
    bApproved for future payment
    ORLANDO ADAME
    3590 E US HWY 90
    SCHULENBURG,TX78956     		NONE N/A COLLEGE SCHOLARSHIP 1,500
    ESMERALDA AGUIRRE
    111 SUMMIT ST
    SCHULENBURG,TX78956     		NONE N/A COLLEGE SCHOLARSHIP 3,421
    ERIK ARVIZU
    1022 PR20
    WEIMAR,TX78962     		NONE N/A COLLEGE SCHOLARSHIP 3,421
    ANA AVILA
    811 SIMPSON ST
    SCHULENBURG,TX78956     		NONE N/A COLLEGE SCHOLARSHIP 3,421
    WYLEE BETTIS
    PO BOX 772
    WEIMAR,TX78962     		NONE N/A COLLEGE SCHOLARSHIP 4,921
    TREVOR BEYER
    1276 KLEKAR GIN RD
    SCHULENBURG,TX78956     		NONE N/A TECHNICAL INSTITUTE SCHOLARSHIP 3,421
    MADISON BROOKS
    515 WOLF ST
    SCHULENBURG,TX78956     		NONE N/A COLLEGE SCHOLARSHIP 3,421
    DONDREA CARTER
    402 E MARKET ST
    WEIMAR,TX78962     		NONE N/A COLLEGE SCHOLARSHIP 3,421
    DANIEL RODRIGUEZ CASTILLO
    2021 PRIVATE RD 30
    WEIMAR,TX78962     		NONE N/A COLLEGE SCHOLARSHIP 3,421
    JAUNDREA CHESTER
    406 N COLLEGE ST
    WEIMAR,TX78962     		NONE N/A COLLEGE SCHOLARSHIP 3,421
    JACOB COLLINS
    14397 FM 957
    SCHULENBURG,TX78956     		NONE N/A COLLEGE SCHOLARSHIP 1,921
    LAUREN COOKE
    1306 CR 212
    WEIMAR,TX78962     		NONE N/A PROFESSIONAL SCHOLARSHIP 2,000
    KELSEE COWART
    422 PETERS RD
    WEIMAR,TX78962     		NONE N/A COLLEGE SCHOLARSHIP 4,921
    ANNA DEMEL
    119 CARDINAL ST
    SCHULENBURG,TX78956     		NONE N/A COLLEGE SCHOLARSHIP 2,000
    JOHNNIE DEMEL
    119 CARDINAL ST
    SCHULENBURG,TX78956     		NONE N/A COLLEGE SCHOLARSHIP 2,000
    BASIL DESSELLE
    10243 SEDAN RD
    WEIMAR,TX78962     		NONE N/A COLLEGE SCHOLARSHIP 3,421
    MORELLA ESPINOZA
    830 FM 2672
    SCHULENBURG,TX78956     		NONE N/A COLLEGE SCHOLARSHIP 3,421
    JUAN FERRITEZ
    E HUVAR ST
    WEIMAR,TX78962     		NONE N/A COLLEGE SCHOLARSHIP 3,421
    JULIANE FRYE
    5827 FM 957
    SCHULENBURG,TX78956     		NONE N/A COLLEGE SCHOLARSHIP 3,421
    ALEXANDRIA GALIPP
    5027 FALKE HEINRICH RD
    SCHULENBURG,TX78956     		NONE N/A COLLEGE SCHOLARSHIP 3,421
    KEAGAN GARCIA
    702 S EAST ST
    WEIMAR,TX78962     		NONE N/A COLLEGE SCHOLARSHIP 400
    LIZZETT GARCIA
    304 E SOUTH ST
    WEIMAR,TX78962     		NONE N/A COLLEGE SCHOLARSHIP 3,421
    DALLAS GARZA
    806 BAUMGARTEN
    SCHULENBURG,TX78956     		NONE N/A COLLEGE SCHOLARSHIP 3,421
    DYLAN GOLDBERG
    3333 HERMIS RD
    SCHULENBURG,TX78956     		NONE N/A COLLEGE SCHOLARSHIP 3,421
    RORY HALPAIN
    2601 FM 1965
    LA GRANGE,TX78945     		NONE N/A COLLEGE SCHOLARSHIP 3,421
    MARY KATE HEGER
    1242 BUSINESS 71
    COLUMBUS,TX78934     		NONE N/A COLLEGE SCHOLARSHIP 3,421
    CLARA HENKE
    308 W HUVAR
    WEIMAR,TX78962     		NONE N/A COLLEGE SCHOLARSHIP 3,421
    SKYLER HICKMAN
    1298 CR 205
    WEIMAR,TX78962     		NONE N/A COLLEGE SCHOLARSHIP 1,500
    JERRY TAITON HUDEC
    1111 CR 200
    WEIMAR,TX78962     		NONE N/A COLLEGE SCHOLARSHIP 3,421
    ETHAN JACOBS
    901 N MAIN ST
    SCHULENBURG,TX78956     		NONE N/A COLLEGE SCHOLARSHIP 4,921
    SEAN JACOBS
    513 PARK DR
    WEIMAR,TX78962     		NONE N/A COLLEGE SCHOLARSHIP 3,421
    BENITO JUAREZ
    1207 KESSLER AVE
    SCHULENBURG,TX78956     		NONE N/A COLLEGE SCHOLARSHIP 3,421
    IRENE JUAREZ
    404 E HUVAR ST
    WEIMAR,TX78962     		NONE N/A PROFESSIONAL SCHOLARSHIP 2,421
    GUNNER JUREK
    2285 VORNSAND RD
    WEIMAR,TX78962     		NONE N/A COLLEGE SCHOLARSHIP 3,421
    LIBERTY KILLION
    205 RUSSEK ST
    SCHULENBURG,TX78956     		NONE N/A COLLEGE SCHOLARSHIP 3,421
    CAITLYN KLAM
    5477 FM 1383
    SCHULENBURG,TX78956     		NONE N/A COLLEGE SCHOLARSHIP 3,421
    MICHAEL KOETH
    501 N WEST ST
    WEIMAR,TX78962     		NONE N/A COLLEGE SCHOLARSHIP 3,421
    GAVIN KUBALA
    2650 KRISCHKE RD
    SCHULENBURG,TX78956     		NONE N/A COLLEGE SCHOLARSHIP 3,421
    ASHLIE KUNSCHICK
    1502 CR 253
    WEIMAR,TX78962     		NONE N/A COLLEGE SCHOLARSHIP 3,421
    ZAKARY KUNZ
    405 W SOUTH ST
    WEIMAR,TX78962     		NONE N/A COLLEGE SCHOLARSHIP 3,421
    KLOE KUTAC
    1216 FM 1579
    SCHULENBURG,TX78956     		NONE N/A COLLEGE SCHOLARSHIP 3,421
    LUIS LOPEZ
    1118 SIMPSON
    SCHULENBURG,TX78956     		NONE N/A COLLEGE SCHOLARSHIP 3,421
    HAILEY MACHAC
    PO BOX 373
    SCHULENBURG,TX78956     		NONE N/A COLLEGE SCHOLARSHIP 3,421
    MARIA MARTINEZ
    408 E HUVAR
    WEIMAR,TX78962     		NONE N/A COLLEGE SCHOLARSHIP 3,421
    MALARIE MICAN
    205 KABOT ST
    WEIMAR,TX78962     		NONE N/A COLLEGE SCHOLARSHIP 3,421
    VALERIE MILLER
    305 W JACKSON ST
    WEIMAR,TX78962     		NONE N/A COLLEGE SCHOLARSHIP 3,421
    MONTANA OLLE
    204 BAUMGARTEN ST
    SCHULENBURG,TX78956     		NONE N/A COLLEGE SCHOLARSHIP 3,421
    TAYLOR RAIN
    1040 H M LN
    WEIMAR,TX78962     		NONE N/A COLLEGE SCHOLARSHIP 2,421
    JAKOB REHAK
    103 MEADOW DR
    SCHULENBURG,TX78956     		NONE N/A COLLEGE SCHOLARSHIP 1,000
    JOY RHODES
    209 E CHURCH ST
    WEIMAR,TX78962     		NONE N/A COLLEGE SCHOLARSHIP 3,421
    JOSHUA RUBIO
    1019 BLACKSMITH FARM LN
    WEIMAR,TX78962     		NONE N/A COLLEGE SCHOLARSHIP 3,421
    JORDAN SALEM
    1000 KLESEL RD
    SCHULENBURG,TX78956     		NONE N/A COLLEGE SCHOLARSHIP 3,421
    APRIL SANCHEZ
    2736 INTERSTATE 10
    WEIMAR,TX78962     		NONE N/A COLLEGE SCHOLARSHIP 3,421
    KATELYN SASSIN
    609 KLESEL ST
    SCHULENBURG,TX78956     		NONE N/A COLLEGE SCHOLARSHIP 1,921
    NATHAN SCHUETZE
    1227 COUNTY RD 209
    WEIMAR,TX78962     		NONE N/A COLLEGE SCHOLARSHIP 3,421
    ANGEL SIERRA
    206 S MECHANIC ST
    WEIMAR,TX78962     		NONE N/A COLLEGE SCHOLARSHIP 3,421
    LAURECE SILCOX
    502 N COLLEGE ST
    WEIMAR,TX78962     		NONE N/A COLLEGE SCHOLARSHIP 3,421
    TALEAH THOMAS
    611 WOLF ST
    SCHULENBURG,TX78956     		NONE N/A PROFESSIONAL SCHOLARSHIP 2,000
    KYLER TOLBERT
    305 N COLLEGE ST
    WEIMAR,TX78962     		NONE N/A COLLEGE SCHOLARSHIP 3,421
    ZOE URBAN
    509 NORTH EXCHANGE
    WEIMAR,TX78962     		NONE N/A COLLEGE SCHOLARSHIP 3,421
    BRIANNA VELAZQUEZ
    902 BAUMGARTEN ST
    SCHULENBURG,TX78956     		NONE N/A COLLEGE SCHOLARSHIP 3,421
    LEO VELOZ
    804 COLLEGE ST
    SCHULENBURG,TX78956     		NONE N/A COLLEGE SCHOLARSHIP 1,921
    LESLIE VILLANUEVA
    600 N EAGLE ST
    WEIMAR,TX78962     		NONE N/A COLLEGE SCHOLARSHIP 3,421
    ZANE WANJURA
    1010 CR 222
    WEIMAR,TX78962     		NONE N/A COLLEGE SCHOLARSHIP 4,921
    AMY WICK
    1633 FM 1383
    SCHULENBURG,TX78956     		NONE N/A COLLEGE SCHOLARSHIP 3,421
    OBRIYAG WILLIAMS
    2013 PRIVATE ROAD 30
    WEIMAR,TX78962     		NONE N/A COLLEGE SCHOLARSHIP 3,421
    BLINN COLLEGE FOUNDATION
    100 RANGER DR
    SCHULENBURG,TX78956     		N/A PUBLIC SCHOOL FOR SCHULENBURG, TX CAMPUS 4,000
    DALE KIRN MEMORIAL SCHOLARSHIP
    3701 HIGHLAND PARK NW
    NORTH CANTON,OH44720     		N/A PUBLIC SCHOOL CAMP INVENTION PROGRAM SCHOLARSHIPS - LA GRANGE ISD 1,150
    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 18,000
    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 - TEACHER GENERATED INSTRUCTIONAL GRANT
    405 BLACK ST
    SCHULENBURG,TX78956     		N/A PUBLIC SCHOOL TEACHER GENERATED INSTRUCTIONAL GRANT 2,000
    SCHULENBURG ISD - TEACHER GENERATED INSTRUCTIONAL GRANT
    521 NORTH ST
    SCHULENBURG,TX78956     		N/A PUBLIC SCHOOL TEACHER GENERATED INSTRUCTIONAL GRANT 3,000
    WEIMAR ISD - TEACHER GENERATED INSTRUCTIONAL GRANT
    506 W MAIN ST
    WEIMAR,TX78962     		N/A PUBLIC SCHOOL TEACHER GENERATED INSTRUCTIONAL GRANT 3,000
    CHAMPION VALLEY BOYS AND GIRLS CLUB
    101 WEST JACKSON ST
    WEIMAR,TX78962     		N/A PUBLIC CHARITY COMMUNITY PROGRAM 70,000
    FAYETTE COUNTY COMMUNITY THEATRE
    120 S WASHINGTON ST
    LA GRANGE,TX78945     		N/A PUBLIC CHARITY COMMUNITY PROGRAM 5,000
    FAYETTE COUNTY HABITAT FOR HUMANITY
    275 ELLINGER RD BLDG B
    LA GRANGE,TX78945     		N/A PUBLIC CHARITY COMMUNITY PROGRAM 8,000
    NAVIDAD VALLEY COMMUNITY CONNECTIONS
    1111 BOHLMANN AVE
    SCHULENBURG,TX78956     		N/A PUBLIC CHARITY COMMUNITY PROGRAM 27,000
    TURTLE WING FOUNDATION
    PO BOX 631
    SCHULENBURG,TX78956     		N/A PUBLIC CHARITY COMMUNITY PROGRAM 22,000
    Total .................................bullet 3b 380,468
    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 1,632  
    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 ............     		    18 -179,308  
    9 Net income or (loss) from special events:     01 62,143  
    10 Gross profit or (loss) from sales of inventory     05 2,208  
    11 Other revenue:
    aTOY SALES AND ARTIFACTS     		453220 2,289      
    b
    c
    d
    e
    12 Subtotal. Add columns (b), (d), and (e) .. 226,992 242,561 0
    13Total. Add line 12, columns (b), (d), and (e)..................
    13
    469,553
    (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.)
    11A ARTIFACTS RELATED TO THE HISTORY AND DEVELOPMENT OF MODEL FLYING
    11A AIRCRAFT.
    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:  
    Software Version:  


    Form 990PF - Special Condition Description:
    Special Condition Description
    Schedule B
    (Form 990)
    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
    2021
    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) (2021)
    Schedule B (Form 990) (2021) Page 2
    Name of organization
    THE STANZEL FAMILY FOUNDATION INC
          		Employer identification number
    74-2579827
    Part I
    Contributors
    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
    FAYETTE RESALE INC SECOND CHANCE EMPORIUM
     
    P O BOX 189
     
    LA GRANGE, TX78945

    		$ 12,700


    (Complete Part II for noncash contributions.)
    (a)
    No.    		 (b)
    Name, address, and ZIP + 4    		 (c)
    Total contributions    		 (d)
    Type of contribution
    2
    WEIMAR INDEPENDENT SCHOOL DISTRICT
     
    506 W MAIN ST
     
    WEIMAR, TX78962

    		$ 141,574


    (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) (2021)
    Schedule B (Form 990) (2021)
    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) (2021)
    Schedule B (Form 990) (2021)
    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) (2021)
    Additional Data


    Software ID:  
    Software Version:  

    TY 2021 AccountingFeesSchedule
    Name:
    THE STANZEL FAMILY FOUNDATION INC
    EIN:
    74-2579827
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    ACCOUNTING FEES 23,385 13,310   2,290

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

    TY 2021 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 1999-04-01 575,760 329,076 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 20,665 SL 39.000000000000 927 0    
    SOLAR FILM APPLICATION 1999-09-15 1,100 613 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 1,546   5.000000000000 0 0    
    FILE SERVER, SOFTWARE & INSTALLATION 2018-08-28 1,546 1,546   5.000000000000 0 0    
    FILE SERVER, SOFTWARE & INSTALLATION 2018-08-28 1,546 1,546   5.000000000000 0 0    
    FILE SERVER, SOFTWARE & INSTALLATION 2018-08-28 1,546 1,546   5.000000000000 0 0    
    FILE SERVER, SOFTWARE & INSTALLATION 2018-08-28 430 430   5.000000000000 0 0    
    FILE SERVER, SOFTWARE & INSTALLATION 2018-08-28 1,546 1,546 200DB 5.000000000000 0 0    
    FILE SERVER, SOFTWARE & INSTALLATION 2018-08-28 430 430 200DB 5.000000000000 0 0    
    ROKU TV & WALL MOUNT 2019-04-15 33 33 200DB 5.000000000000 0 0    
    ROKU TV & WALL MOUNT 2019-04-15 33 33 200DB 5.000000000000 0 0    
    ROKU TV & WALL MOUNT 2019-04-15 33 33 200DB 5.000000000000 0 0    
    ROKU TV & WALL MOUNT 2019-04-15 33 33 200DB 5.000000000000 0 0    
    ROKU TV & WALL MOUNT 2019-04-15 33 33 200DB 5.000000000000 0 0    
    ROKU TV & WALL MOUNT 2019-04-15 33 33 200DB 5.000000000000 0 0    
    ROKU TV & WALL MOUNT 2019-04-15 33 33 200DB 5.000000000000 0 0    
    BOOKCASES & FILES 2018-09-11 226 226 200DB 7.000000000000 0 0    
    BOOKCASES & FILES 2018-09-11 226 226 200DB 7.000000000000 0 0    
    BOOKCASES & FILES 2018-09-11 226 226 200DB 7.000000000000 0 0    
    BOOKCASES & FILES 2018-09-11 226 226 200DB 7.000000000000 0 0    
    BOOKCASES & FILES 2018-09-11 63 63 200DB 7.000000000000 0 0    
    BOOKCASES & FILES 2018-09-11 226 226 200DB 7.000000000000 0 0    
    BOOKCASES & FILES 2018-09-11 63 63 200DB 7.000000000000 0 0    
    LAPTOP (C) 2020-07-31 1,203 1,203 200DB 5.000000000000 0 0    
    LAPTOP (L) 2020-07-31 1,203 1,203 200DB 5.000000000000 0 0    
    LAPTOP(P) 2020-07-31 1,202 1,202 200DB 5.000000000000 0 0    
    STANDING DESK (M) 2021-07-31 342 342 200DB 7.000000000000 0 0    
    COMPUTER BACKUP SYSTEM 2020-08-18 145 145 200DB 5.000000000000 0 0    
    COMPUTER BACKUP SYSTEM 2020-08-18 144 144 200DB 5.000000000000 0 0    
    COMPUTER BACKUP SYSTEM 2020-08-18 145 145 200DB 5.000000000000 0 0    
    COMPUTER BACKUP SYSTEM 2020-08-18 144 144 200DB 5.000000000000 0 0    
    COMPUTER BACKUP SYSTEM 2020-08-18 145 145 200DB 5.000000000000 0 0    
    COMPUTER BACKUP SYSTEM 2020-08-18 80 80 200DB 5.000000000000 0 0    
    TOSHIBA ESTUDIO COPIER 2021-08-01 1,381   200DB 5.000000000000 1,381 0    
    TOSHIBA ESTUDIO COPIER 2021-08-01 1,382   200DB 5.000000000000 1,382 0    
    TOSHIBA ESTUDIO COPIER 2021-08-01 1,381   200DB 5.000000000000 1,381 0    
    TOSHIBA ESTUDIO COPIER 2021-08-01 1,382   200DB 5.000000000000 1,382 0    
    TOSHIBA ESTUDIO COPIER 2021-08-01 384   200DB 5.000000000000 384 0    
    TOSHIBA ESTUDIO COPIER 2021-08-01 1,906   200DB 5.000000000000 1,906 0    
    TOSHIBA ESTUDIO COPIER 2021-08-01 384   200DB 5.000000000000 384 0    
    TOSHIBA ESTUDIO COPIER 2021-08-09 6,800   200DB 5.000000000000 6,800 0    
    BAR STOOLS (2) 2022-06-07 67   200DB 7.000000000000 67 0    
    BAR STOOLS (2) 2022-06-07 67   200DB 7.000000000000 67 0    
    BAR STOOLS (2) 2022-06-07 66   200DB 7.000000000000 66 0    
    AMAZON 43 IN SMART TV 2022-07-25 255   200DB 5.000000000000 255 0    
    FLIGHT SIMULATORS (2) 2022-04-12 440   200DB 5.000000000000 440 0    
    BUSINESS MACHINES DESK 2022-07-12 135   200DB 5.000000000000 135 0    
    PROJECTOR/SERVICE PLAN 2022-07-25 202   200DB 5.000000000000 202 0    

    TY 2021 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 11,299,282 12,289,457
    PRIVATE EQUITY INVESTMENTS AT COST 2,566,958 4,995,769

    TY 2021 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 575,760 343,838 231,922  
    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 21,592 14,576  
    SOLAR FILM APPLICATION 1,100 641 459  
    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  
    LAPTOP (C) 1,203 1,203 0  
    LAPTOP (L) 1,203 1,203 0  
    LAPTOP(P) 1,202 1,202 0  
    STANDING DESK (M) 342 342 0  
    COMPUTER BACKUP SYSTEM 145 145 0  
    COMPUTER BACKUP SYSTEM 144 144 0  
    COMPUTER BACKUP SYSTEM 145 145 0  
    COMPUTER BACKUP SYSTEM 144 144 0  
    COMPUTER BACKUP SYSTEM 145 145 0  
    COMPUTER BACKUP SYSTEM 80 80 0  
    TOSHIBA ESTUDIO COPIER 1,381 1,381 0  
    TOSHIBA ESTUDIO COPIER 1,382 1,382 0  
    TOSHIBA ESTUDIO COPIER 1,381 1,381 0  
    TOSHIBA ESTUDIO COPIER 1,382 1,382 0  
    TOSHIBA ESTUDIO COPIER 384 384 0  
    TOSHIBA ESTUDIO COPIER 1,906 1,906 0  
    TOSHIBA ESTUDIO COPIER 384 384 0  
    TOSHIBA ESTUDIO COPIER 6,800 6,800 0  
    BAR STOOLS (2) 67 67 0  
    BAR STOOLS (2) 67 67 0  
    BAR STOOLS (2) 66 66 0  
    AMAZON 43 IN SMART TV 255 255 0  
    FLIGHT SIMULATORS (2) 440 440 0  
    BUSINESS MACHINES DESK 135 135 0  
    PROJECTOR/SERVICE PLAN 202 202 0  


    TY 2021 LegalFeesSchedule
    Name:
    THE STANZEL FAMILY FOUNDATION INC
    EIN:
    74-2579827
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    LEGAL FEES 4,629 0   0


    TY 2021 OtherAssetsSchedule
    Name:
    THE STANZEL FAMILY FOUNDATION INC
    EIN:
    74-2579827
    Description Beginning of Year - Book Value End of Year - Book Value End of Year - Fair Market Value
    FUNDS IN TRANSIT 207,988 -219 -219


    TY 2021 OtherDecreasesSchedule
    Name:
    THE STANZEL FAMILY FOUNDATION INC
    EIN:
    74-2579827
    Description Amount
    NET INCREASE IN GRANTS PAYABLE 4,019


    TY 2021 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 30,560 65   29,973
    MISCELLANEOUS 538 0   268
    INSURANCE - D & O 2,749 0   0
    POSTAGE 467 0   425
    TELEPHONE 1,960 73   1,814
    PROMOTIONAL EXPENSES 13,661 0   12,931
    BUSINESS MEALS & MEETING REFRESHMENTS 6,440 2   3,418
    INTERNET EXPENSE 1,406 70   1,266
    OFFICE SUPPLIES 2,111 32   1,645
    GROUNDS CARE 15,907 80   15,192
    MEMBERSHIP DUES 18,418 0   15,770
    UTILITIES 16,551 80   15,833
    CLEANING SERVICE - MUSEUM & OTHER FACILITIES 6,896 35   6,586
    SEMINARS AND TRAINING 11,830 0   11,830
    PARENTS AS TEACHERS VOLUNTEER APPREC TOKENS 2,449 0   2,449
    PARENTS AS TEACHERS EDUCATIONAL SUPPLY EXPENSES 377 0   377
    WORKERS COMP INSURANCE 2,045 1   1,992
    WORKSHOP EXPENSE 19 0   19
    MAINTENANCE & REPAIRS - EQUIPMENT 4,721 95   4,519
    PROGRAM OPERATIONAL SUPPLIES 2,168 0   2,168
    LESS DEPRECIATION ADJ FOR NEW ASSETS PURCHASED FOR CHARITABLE USE -16,232 0   0
    INSURANCE - PROPERTY & LIABILITY 8,476 21   8,120
    FUND RAISING EXPENSE 7,020 0   0
    PARENTS AS TEACHERS CERTIFICATIONS 965 0   965
    PARENTS AS TEACHERS LITERACY EXPENSE 1,156 0   1,156
    SOLACE CAP SPEC SIT FD LP - PORTFOLIO DEDUCTIONS 10,217 10,217   0
    PCCP EQUITY VII LP - PASSTHRU PORTFOLIO DEDUCTIONS 6,101 6,101   0
    DC CAPITAL PARTNERS FUND II LP - PASSTHRU N/D EXPENSE 188 0   0
    SOLACE CAP SPEC SITUATIONS FD LP - PASSTHRU INV INT EXP 127 0   0
    VIRTUS RE CAPITAL II LP - PASSTHRU N/D EXPENSE 20 0   0
    DC CAPITAL PARTNERS FUND II LP - PASSTHRU PORTFOLIO DEDUCTIONS 3,351 3,351   0
    ENERGY TRUST PARTNERS V LP - PASSTHRU PORTFOLIO DEDUCTIONS 15,547 15,547   0
    PROGRAM SOFTWARE 7,656 0   7,656
    SOFTWARE MAINTENANCE FEES 7,742 387   6,968
    PCCP EQUITY VIII LP - PORTFOLIO DEDUCTIONS 4,729 4,729   0
    MISC CHARITABLE - PASS THRU ENTITIES 5 0   5
    MEMORIAL CHARITABLE DONATIONS 300 0   300
    PCCP EQUITY VIII LP - PASSTHRU N/D EXPENSE 1 0   0
    PCCP EQUITY VII LP - PASSTHRU N/D EXPENSE 32 0   0
    COMPUTER REPAIRS & MAINTENANCE 1,305 46   1,213
    ENERGY TRUST PARTNERS V LP - PASSTHRU N/D EXPENSE 3 0   0
    WILLOW TREE FUND I LP - PASSTHRU INV INT EXPENSE 15,469 0   0
    WILLOW TREE FUND I LP - PORTFOLIO DEDUCTIONS 4,752 4,752   0
    LESS SCHOLARSHIPS FUNDED BY A THIRD PARTY 0 0   -124,000
    VIRTUS RE CAPITAL III LP - PASSTHRU N/D EXPENSE 22 0   0
    ENERGY TRUST PARTNERS V LP - PASSTHRU COST DEPLETION 24,192 24,192   0
    BASIC NEEDS ASSISTANCE 2,282 0   2,282
    TOSHIBA ESTUDIO COPIER 8,200 0   7,432
    PARENTS AS TEACHERS TOSHIBA ESTUDIO COPIER 6,800 0   6,800
    2 BAR STOOLS 200 0   200
    AMAZON 43 IN SMART TV 255 0   255
    2 FLIGHT SIMULATORS 440 0   440
    BUSINESS MACHINES DESK (FLIGHT SIMULATOR) 135 0   135
    PROJECTOR/SERVICE PLAN 202 0   202
    DC CAPITAL PARTNERS FUND III LP - PASSTHRU N/D EXPENSE 6 0   0
    DC CAPITAL PARTNERS FUND III LP - PASSTHRU EXCESS BUSINESS INT EXP 982 0   0
    DC CAPITAL PARTNERS FUND III LP - PASSTHRU PORTFOLIO DEDUCTIONS 8,284 8,284   0
    STEPSTONE VC SECONDARIES FD V- PASSTHRU INV INT EXP 74 0   0
    STEPSTONE VC SECONDARIES FD V- PASSTHRU PORTFOLIO DEDUCTIONS 1,296 1,296   0
    STEPSTONE VC SECONDARIES FD V- PASSTHRU - N/D EXP 4 0   0
    ENERGY TRUST PARTNERS V LP - PASSTHRU IDC 202,097 0   0
    ROUNDING -3 0   0


    TY 2021 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 - PASSTHRU BUSINESS LOSS - UBTI -169 0 -169
    DC CAPITAL PARTNERS FUND II LP - PASSTHRU BUSINESS LOSS - UBTI -5,931 0 -5,931
    ENERGY TRUST PARTNERS V LP - PASSTHRU ROYALTY INCOME & EXPENSE 2,598 2,598 2,598
    DC CAPITAL PARTNERS FUND III LP - PASSTHRU ORDINARY BUSINESS LOSS - UBTI -8,027 0 -8,027
    ENERGY TRUST PARTNERS V LP - PASSTHRU BUSINESS INCOME - UBTI 147,792 0 147,792
    VIRTUS RE CAPITAL II LP - PASSTHRU BUSINESS LOSS - UBTI -13,590 0 -13,590
    WILLOW TREE FUND I LP - PASSTHRU BUSINESS INCOME - UBTI 31,978 0 31,978
    PCCP EQUITY VII LP - PASSTHRU OTHER INCOME 14 14 14
    VIRTUS RE CAPITAL II LP - PASSTHRU OTHER LOSS -38 -38 -38
    WILLOW TREE FUND I LP - PASSTHRU OTHER INCOME 628 628 628
    SOLACE CAP SPEC SITUATIONS FD LP - PASSTHRU OTHER INCOME 675 675 675
    STEPSTONE VC SECONDARIES FD V - ORDINARY LOSS - UBTI -189 0 -189
    ENERGY TRUST PARTNERS V LP - PASSTHRU ROYALTY INCOME & EXPENSE - UBTI 410 0 410
    PCCP EQUITY VII LP - PASSTHRU OTHER INCOME - UBTI 17 0 17
    VIRTUS RE CAPITAL II LP - PASSTHRU OTHER LOSS - UBTI -148 0 -148
    PCCP EQUITY VII LP - PASSTHRU RENTAL LOSS - UBTI -4,566 0 -4,566
    PCCP EQUITY VII LP - PASSTHRU RENTAL LOSS -2,159 -2,159 -2,159
    PCCP EQUITY VII LP - PASSTHRU SEC 1231 GAIN - UBTI 21,874 0 21,874
    PCCP EQUITY VIII LP - PASSTHRU RENTAL INCOME - UBTI 317 0 317
    PCCP EQUITY VIII LP - PASSTHRU RENTAL LOSS -8,153 -8,153 -8,153
    PCCP EQUITY VIII LP - PASSTHRU SEC 1231 GAIN - UBTI 93,460 0 93,460
    VIRTUS RE CAPITAL II LP - PASSTHRU RENTAL LOSS -10,933 -10,933 -10,933
    VIRTUS RE CAPITAL II LP - PASSTHRU RENTAL LOSS - UBTI -46,749 0 -46,749
    VIRTUS RE CAPITAL II LP - PASSTHRU SEC 1231 GAIN - UBTI 37,719 0 37,719
    VIRTUS RE CAPITAL III LP - PASSTHRU RENTAL LOSS - UBTI -32,027 0 -32,027
    VIRTUS RE CAPITAL III LP - PASSTHRU RENTAL INCOME 4,745 4,745 4,745
    VIRTUS RE CAPITAL III LP - PASSTHRU SEC 1231 GAIN - UBTI 4 0 4
    WILLOW TREE FUND I LP - PASSTHRU BUSINESS LOSS -57 -57 -57
    WILLOW TREE FUND I LP - PASSTHRU STCG - UBTI 1,247 0 1,247
    WILLOW TREE FUND I LP - PASSTHRU LTCG - UBTI 1,256 0 1,256
    DC CAPITAL PARTNERS FUND III LP - PASSTHRU SEC 1231 GAIN - UBTI 80 0 80
    DC CAPITAL PARTNERS FUND II LP - PASSTHRU INTEREST INCOME 11 11 11
    ENERGY TRUST PARTNERS V LP - PASSTHRU INTEREST INCOME 113 113 113
    PCCP EQUITY FUND VIII LP - PASSTHRU INTEREST INCOME 12,343 12,343 12,343
    PCCP EQUITY VII LP -PASSTHRU INTEREST & DIVIDENDS 3,834 3,834 3,834
    SOLACE CAPITAL SPEC SIT FD LP - PASSTHRU INTEREST INC 2,327 2,327 2,327
    VIRTUS REAL ESTATE CAPITAL II, LP - PASSTHRU INTEREST INCOME 198 198 198
    VIRTUS REAL ESTATE CAPITAL III, LP - PASSTHROUGH INTEREST 5 5 5
    WILLOW TREE FUND I LP - PASSTHRU INTEREST & DIVIDENDS 43,537 43,537 43,537
    STEPSTONE VC SECONDARIES FD V - PASTHRU INTEREST INCOME 38 38 38
    DC CAPITAL PARTNERS FUND II LP - PASSTHRU CHARITABLE - UBTI -55 0 -55
    TOY SALES AND ARTIFACTS 2,289   2,289
    GROSS INCOME FROM SPECIAL FUNDRAISING EVENTS 69,163   69,163


    TY 2021 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 531 336
    OTHER EMPLOYEE WITHHOLDING PAYABLE - BCBS, AFLAC & IRAS 782 1,249
    PAYROLL TAXES WITHHELD 0 3,099


    TY 2021 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 82,871 81,071   0


    TY 2021 TaxesSchedule
    Name:
    THE STANZEL FAMILY FOUNDATION INC
    EIN:
    74-2579827
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    PAYROLL TAXES 30,255 15   29,774
    EXCISE TAX 8,000 0   0
    INCOME TAX - FORM 990-T 18,500 0   0
    STATE INCOME TAX - PRIVATE EQUITY INVESTMENT 313 0   0