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 12-01-2021 , and ending 11-30-2022
Name of foundation
STUNTZ FAMILY FOUNDATION
 
Number and street (or P.O. box number if mail is not delivered to street address)CO EISNERAMPER 733 THIRD AVENUE
  Room/suite
City or town, state or province, country, and ZIP or foreign postal code
NEW YORK, NY10017
A Employer identification number

13-3979253
B Telephone number (see instructions)

(212) 949-8700
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$10,044,309J Accounting method:
 
(Part I, column (d) must be on cash basis.)
Part I Analysis of Revenue and Expenses (The total of amounts in columns (b), (c), and (d) may not necessarily equal the amounts in column (a) (see instructions).) (a) Revenue and
expenses per
books 		(b) Net investment
income 		(c) Adjusted net
income 		(d) Disbursements
for charitable
purposes
(cash basis only)
Revenue 1 Contributions, gifts, grants, etc., received (attach schedule)  
2 Check bullet.............
3 Interest on savings and temporary cash investments 291 291  
4 Dividends and interest from securities... 561,937 526,922  
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 131,713
b Gross sales price for all assets on line 6a 706,576
7 Capital gain net income (from Part IV, line 2)... 131,713
8 Net short-term capital gain.........  
9 Income modifications...........  
10a Gross sales less returns and allowances  
b Less: Cost of goods sold....  
c Gross profit or (loss) (attach schedule).....    
11 Other income (attach schedule)....... Click to see attachment 6,345 698 0
12 Total. Add lines 1 through 11........ 700,286 659,624 0
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 0 0 0 0
14 Other employee salaries and wages......        
15 Pension plans, employee benefits.......        
16a Legal fees (attach schedule).........        
b Accounting fees (attach schedule)....... Click to see attachment 8,610 4,305 0 4,305
c Other professional fees (attach schedule)....        
17 Interest............... 1,701 1,701 0 0
18 Taxes (attach schedule) (see instructions)... Click to see attachment 172 172 0 0
19 Depreciation (attach schedule) and depletion...      
20 Occupancy..............        
21 Travel, conferences, and meetings.......        
22 Printing and publications..........        
23 Other expenses (attach schedule)....... Click to see attachment 86,922 74,127 0 0
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 97,405 80,305 0 4,305
25 Contributions, gifts, grants paid....... 487,750 487,750
26 Total expenses and disbursements. Add lines 24 and 25 585,155 80,305 0 492,055
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements 115,131
b Net investment income (if negative, enter -0-) 579,319
c Adjusted net income (if negative, enter -0-)... 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............. 199,525 228,983 228,983
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..............      
9 Prepaid expenses and deferred charges..........      
10a Investments—U.S. and state government obligations (attach schedule) 814,246 Click to see attachment656,613 615,436
b Investments—corporate stock (attach schedule)....... 2,533,656 Click to see attachment2,475,276 3,783,567
c Investments—corporate bonds (attach schedule)....... 310,122 Click to see attachment281,452 253,769
11 Investments—land, buildings, and equipment: basis bullet  
Less: accumulated depreciation (attach schedule) bullet        
12 Investments—mortgage loans.............      
13 Investments—other (attach schedule).......... 1,844,665 Click to see attachment2,178,389 5,162,554
14 Land, buildings, and equipment: basis bullet  
Less: accumulated depreciation (attach schedule) bullet        
15 Other assets (describe bullet)      
16 Total assets (to be completed by all filers—see the
instructions. Also, see page 1, item I) 5,702,214 5,820,713 10,044,309
Liabilities 17 Accounts payable and accrued expenses..........    
18 Grants payable.................    
19 Deferred revenue.................    
20 Loans from officers, directors, trustees, and other disqualified persons    
21 Mortgages and other notes payable (attach schedule)......    
22 Other liabilities (describe bullet) Click to see attachment13,945 Click to see attachment17,313
23 Total liabilities (add lines 17 through 22)......... 13,945 17,313
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........ 0 0
27 Paid-in or capital surplus, or land, bldg., and equipment fund 0 0
28 Retained earnings, accumulated income, endowment, or other funds 5,688,269 5,803,400
29 Total net assets or fund balances (see instructions)..... 5,688,269 5,803,400
30 Total liabilities and net assets/fund balances (see instructions). 5,702,214 5,820,713
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
5,688,269
2
Enter amount from Part I, line 27a .....................
2
115,131
3
Other increases not included in line 2 (itemize) bullet
3
0
4
Add lines 1, 2, and 3 ..........................
4
5,803,400
5
Decreases not included in line 2 (itemize) bullet
5
0
6
Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 29 .
6
5,803,400
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 LONG TERM CAPITAL GAIN DISTRIBUTION -BLACKSTONE REAL ESTATE INVESTMENT TRUST P   2022-11-30
b LONG TERM CAPITAL GAIN DISTRIBUTION -WCM FOCUSED INTERNATIONAL GROWTH INSTL P   2022-11-30
c SALE OF MARKETABLE SECURITIES - CHEVY SECURITIES P   2022-11-30
d SALE OF MARKETABLE SECURITIES - CHEVY SECURITIES P   2022-11-30
e SALE OF MARKETABLE SECURITIES - CHEVY MUNI BONDS P   2022-11-30
SALE OF MARKETABLE SECURITIES - CHEVY CORP BONDS P   2022-11-30
SALE OF MARKETABLE SECURITIES - MORGAN STANLEY SECURITIES P   2022-11-30
SALE OF MARKETABLE SECURITIES - MORGAN STANLEY SECURITIES P   2022-11-30
SALE OF MARKETABLE SECURITIES - MORGAN STANLEY OPTIONS P   2022-11-30
LONG TERM CAPITAL GAIN DISTRIBUTION -MORGAN STANLEY P   2022-11-30
SHORT TERM CAPITAL GAIN FROM POTRERO CAPITAL RESEARCH PARNTERS II LP P   2022-11-30
LONG TERM CAPITAL GAIN FROM POTRERO CAPITAL RESEARCH PARNTERS II LP P   2022-11-30
SALE OF MARKETABLE SECURITIES - CHEVY SECURITIES P   2022-11-30
(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 381     381
b 25,093     25,093
c 4,407   3,837 570
d 103,753   62,024 41,729
e 179,779   180,288 -509
17,096   18,687 -1,591
71,528   82,836 -11,308
175,595   152,016 23,579
41,736   47,410 -5,674
1,056     1,056
29,483     29,483
56,669     56,669
    27,765 -27,765
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       381
b       25,093
c       570
d       41,729
e       -509
      -1,591
      -11,308
      23,579
      -5,674
      1,056
      29,483
      56,669
      -27,765
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 2 131,713
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 13,071
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 8,053
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 8,053
6 Credits/Payments:
a 2021 estimated tax payments and 2020 overpayment credited to 2021 6a 2,489
b Exempt foreign organizations—tax withheld at source...... 6b 0
c Tax paid with application for extension of time to file (Form 8868)... 6c 15,000
d Backup withholding erroneously withheld ........... 6d 0
7 Total credits and payments. Add lines 6a through 6d.............. 7 17,489
8 Enter any penalty for underpayment of estimated tax. Check here if Form 2220 is attached. 8 132
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 9,304
11 Enter the amount of line 10 to be: Credited to 2022 estimated taxBullet9,304 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
 
No
b
If "Yes," has it filed a tax return on Form 990-T for this year?...................
4b
 
 
5
Was there a liquidation, termination, dissolution, or substantial contraction during the year?.........
5
 
No
If "Yes," attach the statement required by General Instruction T.
6
Are the requirements of section 508(e) (relating to sections 4941 through 4945) satisfied either:
  • By language in the governing instrument, or
  • By state legislation that effectively amends the governing instrument so that no mandatory directions
    • that conflict with the state law remain in the governing instrument?................
    6
    Yes
     
    7
    Did the foundation have at least $5,000 in assets at any time during the year? If "Yes," complete Part II, col. (c),
    and Part XIV..................................
    7
    Yes
     
    8a
    Enter the states to which the foundation reports or with which it is registered (see instructions)
    bulletNY
    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 addressbulletN/A
    14
    The books are in care ofbulletEISNER ADVISORY GROUP LLC Telephone no.bullet (212) 891-8710

    Located atbullet733 THIRD AVENUENEW YORKNY ZIP+4bullet10017
    15
    Section 4947(a)(1) nonexempt charitable trusts filing Form 990-PF in lieu of Form 1041 —check here .........bullet
    and enter the amount of tax-exempt interest received or accrued during the year ........bullet
    15
     
    16 At any time during calendar year 2021, did the foundation have an interest in or a signature or other authority over YesNo
    a bank, securities, or other financial account in a foreign country? .................
    16   No
    See the instructions for exceptions and filing requirements for FinCEN Form 114. If "Yes", enter the name of the foreign
    country bullet
    Part VI-B
    Statements Regarding Activities for Which Form 4720 May Be Required
    File Form 4720 if any item is checked in the "Yes" column, unless an exception applies.
    Yes
    No
    1a
    During the year did the foundation (either directly or indirectly):
    (1) Engage in the sale or exchange, or leasing of property with a disqualified person? ...........
    1a(1)
     
    No
    (2) Borrow money from, lend money to, or otherwise extend credit to (or accept it from)
    a disqualified person? ..............................
    1a(2)
     
    No
    (3) Furnish goods, services, or facilities to (or accept them from) a disqualified person? ...........
    1a(3)
     
    No
    (4) Pay compensation to, or pay or reimburse the expenses of, a disqualified person? ............
    1a(4)
     
    No
    (5) Transfer any income or assets to a disqualified person (or make any of either available
    for the benefit or use of a disqualified person)? ......................
    1a(5)
     
    No
    (6) Agree to pay money or property to a government official? (Exception. Check "No"
    if the foundation agreed to make a grant to or to employ the official for a period
    after termination of government service, if terminating within 90 days.) ...............
    1a(6)
     
    No
    b
    If any answer is "Yes" to 1a(1)–(6), did any of the acts fail to qualify under the exceptions described in Regulations
    section 53.4941(d)-3 or in a current notice regarding disaster assistance? See instructions ..........
    1b
     
     
    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
    MAYO S STUNTZ JR PRESIDENT
    0.25     		0 0 0
    1055 SEAHAVEN DRIVE
    MAMARONECK,NY10543
    ELIZABETH STUNTZ DIRECTOR
    0.25     		0 0 0
    1055 SEAHAVEN DRIVE
    MAMARONECK,NY10543
    2 Compensation of five highest-paid employees (other than those included on line 1—see instructions). If none, enter “NONE."
    (a) Name and address of each employee paid more than $50,000 (b) Title, and average
    hours per week
    devoted to position     		(c) Compensation (d) Contributions to
    employee benefit
    plans and deferred
    compensation     		(e) Expense account,
    other allowances
    NONE
    Total number of other employees paid over $50,000...................bullet 0
    Form 990-PF (2021)
    Form 990-PF (2021)
    Page 7
    Part VII
    Information About Officers, Directors, Trustees, Foundation Managers, Highly Paid Employees,
    and Contractors (continued)
    3 Five highest-paid independent contractors for professional services (see instructions). If none, enter "NONE".
    (a) Name and address of each person paid more than $50,000 (b) Type of service (c) Compensation
    NONE
    Total number of others receiving over $50,000 for professional services.............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  
    2  
    3  
    4  
    Part VIII-B
    Summary of Program-Related Investments (see instructions)
    Describe the two largest program-related investments made by the foundation during the tax year on lines 1 and 2. Amount
    1  
    2  
    All other program-related investments. See instructions.
    3  
    Total. Add lines 1 through 3.........................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
    5,092,506
    b
    Average of monthly cash balances.......................
    1b
    356,528
    c
    Fair market value of all other assets (see instructions)................
    1c
    5,332,045
    d
    Total (add lines 1a, b, and c).........................
    1d
    10,781,079
    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
    10,781,079
    4
    Cash deemed held for charitable activities. Enter 1.5% (0.015) of line 3 (for greater amount, see
    instructions) .............................
    4
    161,716
    5
    Net value of noncharitable-use assets. Subtract line 4 from line 3. .......
    5
    10,619,363
    6
    Minimum investment return. Enter 5% (0.05) of line 5................
    6
    530,968
    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
    530,968
    2a
    Tax on investment income for 2021 from Part V, line 5.......
    2a
    8,053
    b
    Income tax for 2021. (This does not include the tax from Part V.) ...
    2b
     
    c
    Add lines 2a and 2b............................
    2c
    8,053
    3
    Distributable amount before adjustments. Subtract line 2c from line 1............
    3
    522,915
    4
    Recoveries of amounts treated as qualifying distributions................
    4
    0
    5
    Add lines 3 and 4............................
    5
    522,915
    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
    522,915
    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 7 522,915
    2 Undistributed income, if any, as of the end of 2021:
    a Enter amount for 2020 only....... 222,647
    b Total for prior years:20, 20, 20 0
    3 Excess distributions carryover, if any, to 2021:
    a From 2016......  
    b From 2017......  
    c From 2018......  
    d From 2019......  
    e From 2020......  
    f Total of lines 3a through e ........ 0
    4Qualifying distributions for 2021 from Part
    XI, line 4: bullet$ 492,055
    a Applied to 2020, but not more than line 2a 222,647
    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..... 269,408
    e Remaining amount distributed out of corpus 0
    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 0
    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 ..........     		253,507
    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) ...     		0
    9 Excess distributions carryover to 2022.
    Subtract lines 7 and 8 from line 6a ......     		0
    10 Analysis of line 9:
    a Excess from 2017....  
    b Excess from 2018....  
    c Excess from 2019....  
    d Excess from 2020....  
    e Excess from 2021....  
    Form 990-PF (2021)
    Form 990-PF (2021)
    Page 10
    Part XIII
    Private Operating Foundations (see instructions and Part VI-A, question 9)
    1a If the foundation has received a ruling or determination letter that it is a private operating
    foundation, and the ruling is effective for 2021, enter the date of the ruling ....... bullet
     
    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).)
    MAYO S STUNTZ JR
    ELIZABETH STUNTZ
    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 email address of the person to whom applications should be addressed:
    bThe form in which applications should be submitted and information and materials they should include:
    cAny submission deadlines:
    dAny restrictions or limitations on awards, such as by geographical areas, charitable fields, kinds of institutions, or other
    factors:
    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
    JEWISH COMMUNAL FUND
    575 MADISON AVE 703
    NEW YORK,NY10022     		NONE PC GENERAL SUPPORT 10,000
    WESTCHESTER JEWISH COMMUNITY SERVICES
    845 N BROADWAY
    WHITE PLAINS,NY10603     		NONE PC GENERAL SUPPORT 5,000
    OSBORNE ASSOCIATION
    809 WESTCHESTER AVENU
    BRONX,NY10455     		NONE PC GENERAL SUPPORT 2,500
    UPAYA ZEN CENTER
    1404 CERRO GORDO RD
    SANTA FE,NM87501     		NONE PC GENERAL SUPPORT 1,000
    WORLD CENTRAL KITCHEN
    655 NEW YORK AVE NW 6TH FL
    WASHINGTON,DC20001     		NONE PC GENERAL SUPPORT 2,500
    MAMARONECK-LARCHMONT STUDENT AID FUND
    PO BOX 606
    LARCHMONT,NY10538     		NONE PC GENERAL SUPPORT 500
    UJA-FEDERATION OF NEW YORK
    130 EAST 59TH STREET
    NEW YORK,NY10022     		NONE PC GENERAL SUPPORT 5,000
    NEW YORK CITY CENTER IN HONOR OF RICHARD WITTEN
    130 WEST 56TH STREET NO 9TH FL
    NEW YORK,NY10019     		NONE PC GENERAL SUPPORT 5,000
    THE AMERICAN INDEPENDENT FOUNDATION
    800 MAINE AVE SW STE 500
    WASHINGTON,DC20024     		NONE PC GENERAL SUPPORT 20,000
    WORLD CENTRAL KITCHEN
    655 NEW YORK AVE NW 6TH FL
    WASHINGTON,DC20001     		NONE PC GENERAL SUPPORT 10,000
    WESTCHESTER JEWISH COMMUNITY SERVICES
    845 NORTH BROADWAY
    WHITE PLAINS,NY10603     		NONE PC GENERAL SUPPORT 5,000
    LYMPHOMA RESEARCH FOUNDATION
    WALL STREET PLAZA 88 PINE ST STE
    2400
    NEW YORK,NY10005     		NONE PC GENERAL SUPPORT 5,300
    ROBIN HOOD FOUNDATION
    111 BROADWAY
    NEW YORK,NY10006     		NONE PC GENERAL SUPPORT 15,000
    STUDENT ADVOCACY
    3 W MAIN ST 212
    ELMSFORD,NY10523     		NONE PC GENERAL SUPPORT 2,500
    SELF-HELP COMMUNITY SERVICES FDN INC
    520 EIGHTH AVENUE
    NEW YORK,NY10018     		NONE PC GENERAL SUPPORT 1,000
    NEW YORK PUBLIC RADIO
    160 VARICK STREET
    NEW YORK,NY10013     		NONE PC GENERAL SUPPORT 35,000
    PUBLIC THEATER
    425 LAFAYETTE ST
    NEW YORK,NY10003     		NONE PC GENERAL SUPPORT 3,000
    STUDENT ADVOCACY
    3 W MAIN ST 212
    ELMSFORD,NY10523     		NONE PC GENERAL SUPPORT 500
    UPAYA ZEN CENTER
    1404 CERRO GORDO RD
    SANTA FE,NM87501     		NONE PC GENERAL SUPPORT 2,500
    CHILDREN'S MUSEUM OF MANHATTAN
    212 W 83RD ST
    NEW YORK,NY10024     		NONE PC GENERAL SUPPORT 10,000
    SWIPE OUT HUNGER
    800 WILSHIRE BLVD
    LOS ANGELES,CA90017     		NONE PC GENERAL SUPPORT 1,000
    CONGREGATION KOL AMI
    252 SOUNDVIEW AVE
    WHITE PLAINS,NY10606     		NONE PC GENERAL SUPPORT 11,850
    PAN MASS CHALLENGE
    78 4TH AVE
    NEEDHAM,MA02495     		NONE PC GENERAL SUPPORT 2,500
    PAN MASS CHALLENGE
    78 4TH AVE
    NEEDHAM,MA02494     		NONE PC GENERAL SUPPORT 1,000
    ANTI-DEFAMATION LEAGUE
    605 THIRD AVENUE
    NEW YORK,NY10158     		NONE PC GENERAL SUPPORT 5,000
    STUDENT LEADERSHIP NETWORK
    322 EIGHTH AVE 4TH FL
    NEW YORK,NY10001     		NONE PC GENERAL SUPPORT 10,000
    SUNRISE ASSOCIATION
    11 NEIL CT
    OCEANSIDE,NY11572     		NONE PC GENERAL SUPPORT 2,500
    CORNELL UNIVERSITY-LAFEBER FESTSCHRIFT FUND
    616 THURSTON AVE
    ITHACA,NY14853     		NONE PC GENERAL SUPPORT 5,000
    WAYPOINT ADVENTURE
    453 CONCORD AVE
    LEXINGTON,MA02421     		NONE PC GENERAL SUPPORT 1,000
    CANCER SUPPORT TEAM
    2900 WESTCHESTER AVENUE SUITE 103
    PURCHASE,NY10577     		NONE PC GENERAL SUPPORT 1,000
    NEW VENTURE FUND
    1828 L STREET NW NO 300-A
    WASHINGTON,DC20036     		NONE PC GENERAL SUPPORT 10,000
    CONGREGATION KOL AMI
    252 SOUNDVIEW AVE
    WHITE PLAINS,NY10606     		NONE PC GENERAL SUPPORT 5,000
    NEW YORK PUBLIC RADIO
    160 VARICK STREET
    NEW YORK,NY10013     		NONE PC GENERAL SUPPORT 25,000
    THRIVE YOUTH CENTER INC
    1 HAVEN FOR HOPE WAY
    SAN ANTONIO,TX78205     		NONE PC GENERAL SUPPORT 500
    CONGREGATION KOL AMI
    252 SOUNDVIEW AVE
    WHITE PLAINS,NY10606     		NONE PC GENERAL SUPPORT 2,000
    PLANNED PARENTHOOD FEDERATION OF AMERICA
    123 WILLIAM ST 10TH FLOOR
    NEW YORK,NY10038     		NONE PC GENERAL SUPPORT 1,000
    WORKING AMERICA EDUCATION FUND
    815 16TH STREET NW
    WASHINGTON,DC20006     		NONE PC GENERAL SUPPORT 5,000
    CONGREGATION KOL AMI
    252 SOUNDVIEW AVE
    WHITE PLAINS,NY10606     		NONE PC GENERAL SUPPORT 1,000
    NEW VENTURE FUND
    1828 L STREET NW NO 300-A
    WASHINGTON,DC20036     		NONE PC GENERAL SUPPORT 5,000
    ROBIN HOOD FOUNDATION
    111 BROADWAY
    NEW YORK,NY10006     		NONE PC GENERAL SUPPORT 35,000
    WESTCHESTER JEWISH COMMUNITY SERVICES
    845 NORTH BROADWAY
    WHITE PLAINS,NY10603     		NONE PC GENERAL SUPPORT 25,000
    MAMARONECK SCHOOLS FOUNDATION
    PO BOX 123
    LARCHMONT,NY10538     		NONE PC GENERAL SUPPORT 5,000
    NEW YORK PUBLIC RADIO
    160 VARICK STREET
    NEW YORK,NY10013     		NONE PC GENERAL SUPPORT 50,000
    LARCHMONT - MAMARONECK STUDENT AID
    PO BOX 123
    LARCHMONT,NY10538     		NONE PC GENERAL SUPPORT 5,000
    JEWISH COMMUNAL FUND
    575 MADISON AVE 703
    NEW YORK,NY10022     		NONE PC GENERAL SUPPORT 10,000
    CANCER SUPPORT COMMUNITY
    2900 WESTCHESTER AVENUE SUITE 103
    PURCHASE,NY10577     		NONE PC GENERAL SUPPORT 10,000
    UPAYA ZEN CENTER
    1404 CERRO GORDO RD
    SANTA FE,NM87501     		NONE PC GENERAL SUPPORT 10,000
    CORNELL UNIVERSITY
    616 THURSTON AVE
    ITHACA,NY14853     		NONE PC GENERAL SUPPORT 25,000
    PLANNED PARENTHOOD FEDERATION OF AMERICA
    123 WILLIAM ST 10TH FLOOR
    NEW YORK,NY10038     		NONE PC GENERAL SUPPORT 10,000
    NATIONAL AIR AND SPACE MUSEUM
    6TH ST AND INDEPENDENCE AVE SW
    WASHINGTON,DC20560     		NONE PC GENERAL SUPPORT 50,000
    ANTI-DEFAMATION LEAGUE
    605 THIRD AVENUE
    NEW YORK,NY10158     		NONE PC GENERAL SUPPORT 7,500
    NANTUCKET COTTAGE HOSPITAL
    399 REVOLUTION DRIVE NO 645
    SOMERVILLE,MA02145     		NONE PC GENERAL SUPPORT 8,600
    Total .................................bullet 3a 487,750
    bApproved for future payment
    Total .................................bullet 3b 0
    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 ...........     		    14 291  
    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 ............     		    18 131,713  
    9 Net income or (loss) from special events:          
    10 Gross profit or (loss) from sales of inventory          
    11 Other revenue: a
    b
    c
    d
    e
    12 Subtotal. Add columns (b), (d), and (e) .. 0 700,286 0
    13Total. Add line 12, columns (b), (d), and (e)..................
    13
    700,286
    (See worksheet in line 13 instructions to verify calculations.)
    Part XV-B
    Relationship of Activities to the Accomplishment of Exempt Purposes
    Line No.
    DownArrow     		Explain below how each activity for which income is reported in column (e) of Part XV-A contributed importantly to
    the accomplishment of the foundation’s exempt purposes (other than by providing funds for such purposes). (See
    instructions.)
    Form 990-PF (2021)
    Form 990-PF (2021)
    Page 13
    Part XVI
    Information Regarding Transfers To and Transactions and Relationships With Noncharitable Exempt Organizations
    1
    Did the organization directly or indirectly engage in any of the following with any other organization described in section 501(c) (other than section 501(c)(3) organizations) or in section 527, relating to political organizations?
    Yes
    No
    a
    Transfers from the reporting foundation to a noncharitable exempt organization of:
    (1) Cash...................................
    1a(1)
     
    No
    (2) Other assets.................................
    1a(2)
     
    No
    b
    Other transactions:
    (1) Sales of assets to a noncharitable exempt organization....................
    1b(1)
     
    No
    (2) Purchases of assets from a noncharitable exempt organization..................
    1b(2)
     
    No
    (3) Rental of facilities, equipment, or other assets.......................
    1b(3)
     
    No
    (4) Reimbursement arrangements...........................
    1b(4)
     
    No
    (5) Loans or loan guarantees.............................
    1b(5)
     
    No
    (6) Performance of services or membership or fundraising solicitations................
    1b(6)
     
    No
    c
    Sharing of facilities, equipment, mailing lists, other assets, or paid employees..............
    1c
     
    No
    d
    If the answer to any of the above is "Yes," complete the following schedule. Column (b) should always show the fair market value
    of the goods, other assets, or services given by the reporting foundation. If the foundation received less than fair market value
    in any transaction or sharing arrangement, show in column (d) the value of the goods, other assets, or services received.
    (a) Line No. (b) Amount involved (c) Name of noncharitable exempt organization (d) Description of transfers, transactions, and sharing arrangements
    2a
    Is the foundation directly or indirectly affiliated with, or related to, one or more tax-exempt organizations
    described in section 501(c) (other than section 501(c)(3)) or in section 527? ...........
    b
    If "Yes," complete the following schedule.

    (a) Name of organization (b) Type of organization (c) Description of relationship
    Sign Here
    Under penalties of perjury, I declare that I have examined this return, including accompanying schedules and statements, and to the best of my knowledge and belief, it is true, correct, and complete. Declaration of preparer (other than taxpayer) is based on all information of which preparer has any knowledge.
    Bullet Bullet
    May the IRS discuss this return
    with the preparer shown below?
    See instructions.
    Signature of officer or trustee Date Title
    Paid Preparer Use Only Print/Type preparer's name Preparer's Signature Date PTIN
    Firm's name SmallBullet
    		 Firm's EIN SmallBullet
    Firm's address SmallBullet


    		 Phone no.
    Form 990-PF (2021)
    Additional Data


    Software ID:  
    Software Version:  


    Form 990PF - Special Condition Description:
    Special Condition Description

    TY 2021 AccountingFeesSchedule
    Name:
    STUNTZ FAMILY FOUNDATION
    EIN:
    13-3979253
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    ACCOUNTING FEES 8,610 4,305 0 4,305

    TY 2021 InvestmentsCorpBondsSchedule
    Name:
    STUNTZ FAMILY FOUNDATION
    EIN:
    13-3979253
    Name of Bond End of Year Book Value End of Year Fair Market Value
    60,000 BRISTOL-MYERS SQUIBB 2.9% 07/26/2024 62,665 58,357
    60,000 MICROSOFT CORP 3.125% 11/03/2025 64,367 58,286
    60,000 VISA INC SR GLBL NT DTD 12/14/2015 3.15% 12/14/2025 CALLABLE 64,843 57,781
    33,000 BRISTOL-MYERS SQUIBB CO 3.2% 06/15/2026 CALL 36,062 31,698
    50,000 COSTCO WHOLESALE 3.00% 05/18/2027 53,515 47,647

    TY 2021 InvestmentsCorpStockSchedule
    Name:
    STUNTZ FAMILY FOUNDATION
    EIN:
    13-3979253
    Name of Stock End of Year Book Value End of Year Fair Market Value
    80 AMAZON.COM INC 7,225 7,723
    60 HOME DEPOT INC 1,363 19,439
    100 MARRIOT INTERNATIONAL CL A 1,228 16,535
    70 MCDONALDS CORP 2,170 19,095
    200 ALTRIA GROUP INC 3,234 9,316
    70 CONSTELLATION BRANDS INC CL A 14,961 18,015
    100 HERSHEY CO/THE 3,485 23,517
    80 PEPSICO INC COM 1,367 14,841
    100 PHILIP MORRIS INTL INC COM 1,143 9,967
    100 PROCTER & GAMBLE CO 1,192 14,916
    100 WALMART INC 4,792 15,242
    150 EXXON MOBIL CORP 10,653 16,701
    200 SCHLUMBERGER LTD COM STK 7,676 10,310
    120 AMERICAN EXPRESS CO 886 18,911
    400 BANK OF AMERICA CORP 3,327 15,140
    50 GOLDMAN SACHS GROUP INC COM 8,019 19,308
    400 SYNCHRONY FINANCIAL 11,696 15,032
    110 T ROWE PRICE GROUP INC 2,894 13,740
    300 BRISTOL-MYERS SQUIBB CO 6,399 24,084
    100 JOHNSON & JOHNSON 1,210 17,800
    75 MCKESSON CORP 1,653 28,626
    150 MERCK & CO INC 1,069 16,518
    200 ORGANON & CO COMMON STOCK COM 5,713 5,204
    400 PFIZER INC COM 7,376 20,052
    40 THERMO FISHER SCIENTIFIC INC COM 18,186 22,409
    30 UNITEDHEALTH GROUP INC COM 7,253 16,433
    49 VIATRIS INC COM 85 540
    120 ZOETIS INC CL A COM 498 18,497
    90 3M CO COM 4,299 11,337
    60 BOEING CO 2,263 10,733
    100 CARRIER GLOBAL CORPORATION COM 693 4,432
    80 CATERPILLAR INC COM 6,778 18,913
    80 FEDEX CORP 10,481 14,578
    150 LEIDOS HOLDINGS INC 14,988 16,400
    30 LOCKHEED MARTIN CORP 10,358 14,556
    65 NORFOLK SOUTHERN CORP 1,892 16,673
    50 OTIS WORLDWIDE CORP COM 1,039 3,904
    180 PACCAR INC 15,299 19,063
    100 RAYTHEON TECHNOLOGIES CORPORATION COM 2,311 9,872
    80 UNION PACIFIC CORP COM 1,862 17,394
    400 APPLE INC COM 1,340 59,212
    40 BROADCOM INC COM 17,586 22,041
    250 INTEL CORP 3,465 7,518
    100 INTERNATIONAL BUSINESS MACHS COM 9,518 14,890
    20 KYNDRYL HLDGS INC COMMON STOCK 474 234
    90 MASTERCARD INC CL A 1,189 32,076
    175 MICROSOFT CORP COM 3,204 44,650
    180 PALO ALTO NETWORKS INC 20,157 30,582
    60 PAYPAL HOLDINGS INC 11,283 4,704
    120 RINGCENTRAL INC CLASS A 13,102 4,447
    100 SALESFORCE INC COM 19,021 16,025
    200 SPLUNK INC 28,050 15,536
    50 AIR PRODUCTS & CHEMICALS INC 2,419 15,508
    30 EQUINIX INC 20,622 20,720
    360 ALPHABET INC CAP STK CL C 2,915 36,522
    360 ALPHABET INC CL A 2,915 36,356
    600 AT&T, INC. 11,107 11,568
    120 DISNEY WALT CO COM 2,356 11,744
    300 VERIZON COMMUNICATIONS INC COM 7,996 11,694
    145 WARNER BROS DISCOVERY INC COM SER 3,475 1,653
    100 ISHARES MSCI EAFE ETF 3,833 6,712
    20 SPDR S&P MIDCAP 400 ETF TRUS 1,828 9,410
    200 VANGUARD INTL EQUITY INDEX FDS FTSE 8,321 8,104
    300 ABBVIE INC COM 32,149 48,354
    400 APPLE INC 7,814 59,212
    2023 AT&T INC 39,373 39,003
    534 BLACKSTONE INC 4,551 48,877
    100 BROADCOM INC 19,052 55,103
    274 CHEVRON CORP 23,283 50,227
    600 CISCO SYS INC 17,288 29,832
    646 COCA COLA CO 38,523 41,092
    102 HOME DEPOT INC 15,166 33,047
    202 HONEYWELL INTL INC 10,181 44,349
    213 JOHNSON & JOHNSON 30,889 37,914
    278 JPMORGAN CHASE & CO 18,061 38,414
    146 MC DONALDS CORP 26,876 39,827
    353 MERCK & CO INC NEW COM 17,714 38,873
    378 METLIFE INCORPORATED 19,374 28,993
    194 MICROSOFT CORP 4,976 49,497
    300 NIKE INC B 25,067 32,907
    92 NORTHROP GRUMMAN CP(HLDG CO) 27,983 49,063
    372 PHILIP MORRIS INTL INC 32,389 37,077
    226 PROCTER & GAMBLE 23,011 33,710
    98 S&P GLOBAL INC COM 24,916 34,575
    100 UNITEDHEALTH GP INC 23,757 54,776
    160 VISA INC CL 22,136 34,720
    133 ISHARES RUSSELL 1000 GRW E 29,360 30,937
    133 SPDR S&P 500 ETF TRUST (SPY) 50,129 54,221
    3,150 SPDR S&P 500 ETF 960,958 1,284,379
    20,614 WCM FOCUSED INTERNATIONA 525,108 426,916

    TY 2021 InvestmentsGovtObligationsSch
    Name:
    STUNTZ FAMILY FOUNDATION
    EIN:
    13-3979253
    US Government Securities - End of Year Book Value:

    191,640
    US Government Securities - End of Year Fair Market Value:

    171,841
    State & Local Government Securities - End of Year Book Value:


    464,973
    State & Local Government Securities - End of Year Fair Market Value:


    443,595


    TY 2021 InvestmentsOtherSchedule2
    Name:
    STUNTZ FAMILY FOUNDATION
    EIN:
    13-3979253
    Category/ Item Listed at Cost or FMV Book Value End of Year Fair Market Value
    397,000 TAG RELATIVE VALUE OFFSHORE FUND, LTD AT COST 350,000 1,648,366
    105,000 MILLENNIUM INT'L AT COST 105,000 521,076
    400,000 EMPYREAN CAPITAL OVERSEAS FUND LTD AT COST 400,000 542,115
    81,250 SEG PARTNERS OFFSHOR AT COST 81,250 837,641
    500,000 TACONIC OPP OFFSHR FD AT COST 500,000 899,102
    350,000 POTRERO CAPITAL RESEARCH PARTNERS II, LP AT COST 485,391 453,525
    260,729 BLACKSTONE REAL ESTATE INCOME TRUST AT COST 256,748 260,729

    TY 2021 OtherExpensesSchedule
    Name:
    STUNTZ FAMILY FOUNDATION
    EIN:
    13-3979253
    Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    INV. MGMT FEES - ALLOCATED 54,888 54,888 0 0
    INV. MGMT FEES - ALLOC. TO T/E 3,761 0 0 0
    AMORTIZATION OF CORP BOND PREMIUM 9,983 9,983 0 0
    AMORTIZATION OF MUNI BOND PREMIUM 9,034 0 0 0
    INVESTMENT EXPENSES FROM PASSTHRU ENTITIES 9,256 9,256 0 0


    TY 2021 OtherIncomeSchedule2
    Name:
    STUNTZ FAMILY FOUNDATION
    EIN:
    13-3979253
    Description Revenue And Expenses Per Books Net Investment Income Adjusted Net Income
    EXCISE TAX REFUND 5,647 0 0
    OTHER MISC INCOME 698 698 0


    TY 2021 OtherLiabilitiesSchedule
    Name:
    STUNTZ FAMILY FOUNDATION
    EIN:
    13-3979253
    Description Beginning of Year - Book Value End of Year - Book Value
    UNCOVER CALL OPTIONS - MORGAN STANLEY ACCOUNT 13,945 17,313


    TY 2021 TaxesSchedule
    Name:
    STUNTZ FAMILY FOUNDATION
    EIN:
    13-3979253
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    FOREIGN TAXES PAID 172 172 0 0