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 09-01-2021 , and ending 08-31-2022
Name of foundation
THE STOLZER FAMILY FOUNDATION INC
P SIANA C/O PORZIO BROMBERG & NEWMAN
Number and street (or P.O. box number if mail is not delivered to street address)PO BOX 1997 100 SOUTHGATE PKWY
  Room/suite
City or town, state or province, country, and ZIP or foreign postal code
MORRISTOWN, NJ079621997
A Employer identification number

31-1479510
B Telephone number (see instructions)

(973) 538-4006
C bullet
G Check all that apply:

D 1. Foreign organizations, check here............. bullet
2. Foreign organizations meeting the 85%
test, check here and attach computation ... bullet
E bullet
H Check type of organization:
F bullet
I Fair market value of all assets at end
of year (from Part II, col. (c),
line 16)bullet$2,255,349J Accounting method:
 
(Part I, column (d) must be on cash basis.)
Part I Analysis of Revenue and Expenses (The total of amounts in columns (b), (c), and (d) may not necessarily equal the amounts in column (a) (see instructions).) (a) Revenue and
expenses per
books 		(b) Net investment
income 		(c) Adjusted net
income 		(d) Disbursements
for charitable
purposes
(cash basis only)
Revenue 1 Contributions, gifts, grants, etc., received (attach schedule)  
2 Check bullet.............
3 Interest on savings and temporary cash investments      
4 Dividends and interest from securities... 79,179 79,179  
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 4,534
b Gross sales price for all assets on line 6a 918,120
7 Capital gain net income (from Part IV, line 2)... 4,534
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).......      
12 Total. Add lines 1 through 11........ 83,713 83,713  
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 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 15,644 7,822   7,822
c Other professional fees (attach schedule)....        
17 Interest...............        
18 Taxes (attach schedule) (see instructions)... Click to see attachment 5,695 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 16,290 15   16
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 37,629 7,837   7,838
25 Contributions, gifts, grants paid....... 125,800 125,800
26 Total expenses and disbursements. Add lines 24 and 25 163,429 7,837   133,638
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements -79,716
b Net investment income (if negative, enter -0-) 75,876
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............. 2 -6 -6
2 Savings and temporary cash investments......... 19,968 44,077 44,077
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)      
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).......... 2,239,049 Click to see attachment2,143,565 2,215,213
14 Land, buildings, and equipment: basis bullet  
Less: accumulated depreciation (attach schedule) bullet        
15 Other assets (describe bullet) Click to see attachment0 Click to see attachment-4,749 Click to see attachment-3,935
16 Total assets (to be completed by all filers—see the
instructions. Also, see page 1, item I) 2,259,019 2,182,887 2,255,349
Liabilities 17 Accounts payable and accrued expenses..........    
18 Grants payable.................    
19 Deferred revenue.................    
20 Loans from officers, directors, trustees, and other disqualified persons    
21 Mortgages and other notes payable (attach schedule)......    
22 Other liabilities (describe bullet)    
23 Total liabilities (add lines 17 through 22)......... 0 0
Net Assets or Fund Balances Foundations that follow FASB ASC 958, check here bullet
and complete lines 24, 25, 29 and 30.
24 Net assets without donor restrictions...........    
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........ 2,174,132 2,259,019
27 Paid-in or capital surplus, or land, bldg., and equipment fund 0 0
28 Retained earnings, accumulated income, endowment, or other funds 84,887 -76,132
29 Total net assets or fund balances (see instructions)..... 2,259,019 2,182,887
30 Total liabilities and net assets/fund balances (see instructions). 2,259,019 2,182,887
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
2,259,019
2
Enter amount from Part I, line 27a .....................
2
-79,716
3
Other increases not included in line 2 (itemize) bulletClick to see attachment
3
3,584
4
Add lines 1, 2, and 3 ..........................
4
2,182,887
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
2,182,887
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 ANHEUSER-BUSCH INBEV 4.9% 01/23/2031 CALLABLE P 2021-01-07 2021-11-18
b BELLSOUTH TELECOMMUN 6.375% 06/01/2028 P 2020-09-10 2022-05-26
c BLOCK FINL LLC 5.25% 10/01/2025 CALLABLE P 2016-04-08 2022-07-20
d BLOCK FINL LLC 5.25% 10/01/2025 CALLABLE P 2016-04-14 2022-07-20
e BLOCK FINL LLC 5.25% 10/01/2025 CALLABLE P 2016-04-26 2022-07-20
BROOKFIELD FIN INC. 3.9% 01/25/2028 CALLABLE P 2021-04-12 2021-09-24
AMERIQUEST MORTGAGE 5% 0344 10/25/2033 CMO P 2019-02-14 2021-11-30
AMERIQUEST MORTGAGE 5% 0344 10/25/2033 CMO P 2019-02-14 2022-03-28
AMERIQUEST MORTGAGE 5.25% 044 05/25/2034 CMO P 2013-02-15 2022-01-27
AMERIQUEST MORTGAGE 5.5% 048 07/25/2034 CMO P 2013-08-27 2021-10-26
EVERGY METRO, INC. 2.9% 09/15/2029 CALLABLE P 2020-01-15 2022-01-25
US TREASURY STRIP 0% 02/15/2049 P 2019-09-09 2021-11-30
US TREASURY STRIP 0% 02/15/2049 P 2019-08-08 2022-05-06
US TREASURY STRIP 0% 02/15/2049 P 2019-09-09 2022-05-06
US TREASURY STRIP 0% 02/15/2049 P 2019-10-11 2022-05-06
US TREASURY STRIP 0% 02/15/2049 P 2019-11-05 2022-05-06
US TREASURY STRIP 0% STRIP 0% 11/15/2050 P 2021-02-24 2022-05-06
US TREASURY STRIP 0% STRIP 0% 11/15/2050 P 2021-05-10 2022-05-06
US TREASURY STRIP 0% STRIP 0% 11/15/2050 P 2021-05-11 2022-05-06
US TREASURY STRIP 0% STRIP 0% 11/15/2050 P 2021-10-13 2022-05-06
US TREASURY STRIP 0% STRIP 0% 11/15/2050 P 2022-01-04 2022-05-06
US TREASURY STRIP 0% STRIP 0% 11/15/2050 P 2022-03-14 2022-05-06
UNITEDHEALTH GROUP I 5.8% 03/15/2036 P 2021-03-01 2022-07-19
APPLE INC P 2016-01-07 2022-07-11
APPLE INC P 2016-02-22 2022-07-11
APPLE INC P 2016-02-22 2022-08-04
CALL APPLE INC $165 EXP 03/18/22 P 2022-02-23 2022-03-18
CALL APPLE INC $165 EXP 05/20/22 P 2022-04-28 2022-05-20
ABBVIE INC P 2018-06-15 2022-01-14
ABBVIE INC P 2018-06-15 2022-06-22
ABBVIE INC P 2018-12-17 2022-06-22
ABBVIE INC P 2019-06-17 2022-06-22
ABBVIE INC P 2021-06-21 2022-06-22
ALBEMARLE CORP P 2020-05-01 2022-05-19
ALBEMARLE CORP P 2020-05-01 2022-08-16
CALL ALBEMARLE CORP $250 EXP 01/21/22 P 2022-01-11 2022-01-21
CALL ALBEMARLE CORP $220 EXP 02/18/22 P 2022-01-24 2022-02-18
CALL ALBEMARLE CORP $220 EXP 04/14/22 P 2022-03-22 2022-04-14
CALL ALBEMARLE CORP $290 EXP 06/17/22 P 2022-06-02 2022-06-02
CALL ALBEMARLE CORP $230 EXP 08/19/22 P 2022-08-19 2022-08-19
CALL ALBEMARLE CORP $260 EXP 09/17/21 P 2021-09-10 2021-09-17
CALL ALBEMARLE CORP $230 EXP 10/15/21 P 2021-10-18 2021-10-18
CALL ALBEMARLE CORP $240 EXP 11/19/21 P 2021-11-12 2021-11-12
CALL ALBEMARLE CORP $260 EXP 12/17/21 P 2021-11-10 2021-12-17
AMERN TOWER CORP REIT P 2021-09-28 2022-08-05
AMAZON.COM INC P 2020-11-24 2022-01-26
AMAZON.COM INC P 2021-01-04 2022-01-26
ACTIVISION BLIZZARD P 2019-02-12 2021-11-04
ACTIVISION BLIZZARD P 2020-03-03 2021-11-04
ACTIVISION BLIZZARD P 2020-04-30 2021-11-04
ACTIVISION BLIZZARD P 2021-07-28 2021-11-04
CROWN CASTLE INC REIT P 2021-09-28 2022-08-05
CHECK PT SOFTWARE P 2019-09-13 2022-01-21
CHECK PT SOFTWARE P 2020-02-28 2022-01-21
CHECK PT SOFTWARE P 2020-05-13 2022-01-21
CHECK PT SOFTWARE P 2018-05-02 2022-08-05
CHECK PT SOFTWARE P 2020-05-13 2022-08-05
CHECK PT SOFTWARE P 2016-12-19 2022-08-23
CHECK PT SOFTWARE P 2017-01-12 2022-08-23
CHECK PT SOFTWARE P 2018-05-02 2022-08-23
CALL CHECK PT SOFTWARE $150 EXP 03/18/22 P 2022-03-02 2022-03-18
LONCAR CANCER IMMUNOTHERAPY ETF IV P 2016-11-22 2021-10-12
LONCAR CANCER IMMUNOTHERAPY ETF P 2022-01-18 2022-07-11
LONCAR CANCER IMMUNOTHERAPY ETF P 2022-01-18 2022-07-14
CHEVRON CORP P 2020-06-19 2022-01-14
CHEVRON CORP P 2020-06-19 2022-06-22
CHEVRON CORP P 2021-01-19 2022-06-22
CALL CHEVRON CORP $165 EXP 03/18/22 P 2022-03-02 2022-03-18
DIAGEO PLC ADR P 2020-02-24 2022-08-05
DIAGEO PLC ADR P 2020-02-28 2022-08-05
D R HORTON CO P 2022-01-07 2022-08-05
D R HORTON CO P 2022-04-01 2022-08-05
WALT DISNEY CO P 2020-02-26 2021-09-28
WALT DISNEY CO P 2020-04-24 2021-09-28
WALT DISNEY CO P 2021-11-11 2022-04-28
DRAFTKINGS INC P 2020-10-15 2022-01-11
DRAFTKINGS INC P 2020-12-29 2022-01-11
DRAFTKINGS INC P 2021-05-10 2022-01-11
DUKE ENERGY CORP P 2020-04-23 2022-04-22
DUKE ENERGY CORP P 2021-03-04 2022-04-22
ISHARES MSCI CHILE ETF IV P 2019-12-30 2022-03-07
ISHARES MSCI CHILE ETF IV P 2021-06-30 2022-03-07
ISHARES MSCI INDONESIA ETF IV P 2021-12-27 2022-03-07
ISHARES JPMORGAN USD MTS BOND ETF P 2017-03-23 2022-08-17
ISHARES JPMORGAN USD MTS BOND ETF P 2019-01-15 2022-08-17
VANECK J. P. MORGAN EM LOCAL CURRENCY BOND ETF P 2017-03-23 2022-08-17
VANECK J. P. MORGAN EM LOCAL CURRENCY BOND ETF P 2019-01-15 2022-08-17
ISHARES MSCI MALAYSIA ETF P 2021-12-27 2022-03-07
ISHARES MSCI SPAIN ETF IV P 2020-12-17 2021-12-27
ISHARES MSCI SPAIN ETF IV P 2021-06-30 2021-12-27
ISHARES MSCI UNITED KINGDOM ETF P 2020-12-17 2021-12-28
ISHARES MSCI MEXICO ETF IV P 2018-01-03 2021-12-28
ISHARES MSCI MEXICO ETF IV P 2019-01-11 2021-12-28
ISHARES MSCI BRAZIL ETF IV P 2021-12-27 2022-03-07
FRANCO NEVADA CORP P 2020-01-16 2022-06-07
BARRICK GOLD CORP P 2016-08-17 2022-06-16
BARRICK GOLD CORP P 2021-06-29 2022-06-16
HOME DEPOT INC P 2020-04-21 2021-11-02
HOME DEPOT INC P 2020-04-21 2022-08-05
CALL HOME DEPOT INC $385 EXP 01/21/22 P 2021-11-29 2022-01-21
CALL HOME DEPOT INC $360 EXP 02/18/22 P 2022-01-25 2022-02-18
CALL HOME DEPOT INC $345 EXP 11/19/21 P 2021-11-12 2021-11-12
CALL HOME DEPOT INC $355 EXP 12/17/21 P 2021-11-30 2021-11-30
HUNTINGTON INGALLS P 2019-08-05 2022-05-26
HUNTINGTON INGALLS P 2020-03-02 2022-05-26
HUNTINGTON INGALLS P 2017-07-18 2022-08-04
HUNTINGTON INGALLS P 2019-08-05 2022-08-04
CALL HUNTINGTON INGALLS $220 EXP 11/19/21 P 2021-10-11 2021-11-19
ISHARES GOLD ETF P 2013-08-01 2022-06-21
ISHARES MSCI INDIA INDEX ETF P 2015-05-06 2022-01-06
ISHARES MSCI INDIA INDEX ETF P 2015-05-06 2022-03-07
ISHARES MSCI INDIA INDEX ETF P 2015-05-06 2022-07-11
KYNDRYL HLDGS INC P 2018-06-15 2021-11-04
KYNDRYL HLDGS INC P 2018-06-15 2021-12-09
KYNDRYL HLDGS INC P 2018-12-17 2021-12-09
KYNDRYL HLDGS INC P 2020-01-09 2021-12-09
KYNDRYL HLDGS INC P 2020-06-19 2021-12-09
LOCKHEED MARTIN CORP P 2016-08-16 2022-02-28
LOCKHEED MARTIN CORP P 2017-04-13 2022-02-28
LOCKHEED MARTIN CORP P 2020-05-01 2022-02-28
LOCKHEED MARTIN CORP P 2021-03-05 2022-08-05
CALL LOCKHEED MARTIN CORP $370 EXP 11/19/21 P 2021-10-11 2021-11-19
ALTRIA GROUP INC P 2018-06-18 2022-01-14
MORGAN STANLEY VAR PFD CALLABLE P 2021-03-04 2022-08-05
CALL MICROSOFT CORP $320 EXP 01/21/22 P 2021-12-10 2022-01-21
CALL MICROSOFT CORP $305 EXP 02/18/22 P 2022-01-26 2022-02-18
CALL MICROSOFT CORP $290 EXP 03/18/22 P 2022-03-21 2022-03-21
CALL MICROSOFT CORP $295 EXP 04/14/22 P 2022-03-18 2022-04-14
CALL MICROSOFT CORP $290 EXP 10/15/21 P 2021-10-12 2021-10-12
CALL MICROSOFT CORP $300 EXP 11/19/21 P 2021-10-28 2021-10-28
CALL MICROSOFT CORP $310 EXP 12/17/21 P 2021-12-13 2021-12-13
NEWMONT CORP P 2013-08-01 2022-06-02
NEWMONT CORP P 2020-01-16 2022-06-02
PRUDENTIAL FINL, INC 4.125% 09/01/2060 PFD CALLABLE P 2021-03-04 2022-08-05
ROYAL GOLD INC P 2021-06-18 2022-06-15
B. RILEY FINL, INC. 6% 01/31/2028 PFD CALLABLE P 2021-01-21 2022-08-05
THE SOUTHERN CO 4.2% 10/15/2060 PFD CALLABLE P 2021-05-05 2022-08-05
SEMPRA P 2020-04-24 2022-04-01
A T & T INC P 2021-01-19 2022-01-14
A T & T INC P 2021-06-21 2022-01-14
ISHARES MSCI TURKEY ETF P 2021-06-30 2022-03-07
ISHARES MSCI TURKEY ETF P 2016-12-30 2022-07-11
ISHARES MSCI TURKEY ETF P 2022-01-06 2022-07-11
WARNER BROTHERS DISC P 2021-06-21 2022-04-11
WARNER BROTHERS DISC P 2018-06-13 2022-04-13
WARNER BROTHERS DISC P 2018-12-17 2022-04-13
WARNER BROTHERS DISC P 2020-06-19 2022-04-13
WARNER BROTHERS DISC P 2021-06-21 2022-04-13
WARNER BROTHERS DISC P 2021-12-20 2022-04-13
EXXON MOBIL CORP P 2018-02-06 2022-01-14
EXXON MOBIL CORP P 2019-06-17 2022-01-14
EXXON MOBIL CORP P 2018-12-17 2022-06-22
EXXON MOBIL CORP P 2019-06-17 2022-06-22
EXXON MOBIL CORP P 2020-01-09 2022-06-22
EXXON MOBIL CORP P 2020-06-19 2022-06-22
EXXON MOBIL CORP P 2020-09-15 2022-06-22
ZIMVIE INC P 2021-08-17 2022-03-01
ZIMVIE INC P 2016-12-01 2022-03-02
ZIMVIE INC P 2017-01-12 2022-03-02
ZIMVIE INC P 2020-03-03 2022-03-02
ZIMVIE INC P 2020-04-21 2022-03-02
ZIMVIE INC P 2020-06-11 2022-03-02
ZIMVIE INC P 2021-08-17 2022-03-02
ZIMVIE INC P 2022-02-07 2022-03-02
(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 11,987   12,443 -456
b 11,261   11,814 -553
c 14,185   14,314 -129
d 7,093   7,144 -51
e 3,040   3,038 2
26,707   26,498 209
1,000   1,019 -19
1,000   1,019 -19
1,000   1,004 -4
1,000   1,000 0
38,066   38,279 -213
17,839   16,295 1,544
8,063   9,563 -1,500
6,366   8,041 -1,675
3,395   4,173 -778
25,038   29,601 -4,563
105,014   133,384 -28,370
33,783   42,205 -8,422
2,849   3,535 -686
10,990   14,987 -3,997
11,804   15,960 -4,156
6,512   7,836 -1,324
10,174   12,221 -2,047
1,879   320 1,559
3,613   604 3,009
7,465   1,087 6,378
929     929
1,061     1,061
2,297   1,689 608
11,936   7,949 3,987
4,029   2,304 1,725
2,536   1,346 1,190
1,940   1,494 446
12,748   3,149 9,599
4,993   1,070 3,923
249     249
779     779
339     339
559   76 483
619   4,966 -4,347
179     179
299   150 149
688   3,098 -2,410
1,996     1,996
5,128   5,139 -11
16,938   18,666 -1,728
19,761   22,143 -2,382
33,604   20,927 12,677
1,002   893 109
267   256 11
1,670   2,132 -462
3,188   3,169 19
3,487   3,137 350
6,724   5,602 1,122
6,724   5,581 1,143
1,779   1,462 317
1,423   1,240 183
13,724   9,567 4,157
11,519   8,294 3,225
123   97 26
459     459
11,095   9,145 1,950
6,030   7,631 -1,601
1,167   1,460 -293
3,086   2,238 848
20,197   12,679 7,518
1,188   755 433
150     150
188   156 32
2,630   1,976 654
1,591   2,012 -421
1,364   1,367 -3
3,501   2,461 1,040
26,604   15,181 11,423
23,282   32,756 -9,474
4,243   7,249 -3,006
6,337   11,324 -4,987
2,448   4,098 -1,650
5,500   4,095 1,405
6,417   4,858 1,559
4,256   5,451 -1,195
1,194   1,332 -138
3,094   3,013 81
34,256   44,071 -9,815
971   1,169 -198
15,807   23,885 -8,078
1,011   1,392 -381
3,093   3,074 19
13,483   14,169 -686
496   538 -42
15,860   14,169 1,691
15,353   15,273 80
760   671 89
6,997   5,873 1,124
4,659   3,355 1,304
935   815 120
4,537   4,643 -106
5,156   2,846 2,310
3,388   2,236 1,152
2,958     2,958
1,184     1,184
556   2,505 -1,949
1,881   5,510 -3,629
1,695   1,595 100
4,239   4,166 73
1,149   985 164
459   399 60
399     399
3,425   2,498 927
1,591   999 592
1,007   735 272
1,001   735 266
10   12 -2
272   455 -183
80   109 -29
51   80 -29
33   47 -14
2,138   1,290 848
2,993   1,884 1,109
4,703   4,213 490
2,541   2,024 517
449     449
755   845 -90
4,276   4,603 -327
2,414     2,414
634     634
531   646 -115
944     944
435   641 -206
660   2,557 -1,897
1,860   2,966 -1,106
4,535   1,973 2,562
3,161   1,998 1,163
2,975   3,339 -364
5,413   5,689 -276
1,190   1,276 -86
1,921   2,351 -430
8,204   6,177 2,027
694   756 -62
80   86 -6
2,066   2,346 -280
528   946 -418
474   508 -34
20   21 -1
2,248   2,751 -503
230   262 -32
647   739 -92
491   534 -43
604   548 56
2,303   2,524 -221
72   76 -4
1,505   1,267 238
708   604 104
3,806   2,964 842
8,674   4,613 4,061
8,231   3,410 4,821
22   30 -8
283   261 22
48   50 -2
60   73 -13
113   118 -5
160   180 -20
78   105 -27
110   116 -6
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       -456
b       -553
c       -129
d       -51
e       2
      209
      -19
      -19
      -4
      0
      -213
      1,544
      -1,500
      -1,675
      -778
      -4,563
      -28,370
      -8,422
      -686
      -3,997
      -4,156
      -1,324
      -2,047
      1,559
      3,009
      6,378
      929
      1,061
      608
      3,987
      1,725
      1,190
      446
      9,599
      3,923
      249
      779
      339
      483
      -4,347
      179
      149
      -2,410
      1,996
      -11
      -1,728
      -2,382
      12,677
      109
      11
      -462
      19
      350
      1,122
      1,143
      317
      183
      4,157
      3,225
      26
      459
      1,950
      -1,601
      -293
      848
      7,518
      433
      150
      32
      654
      -421
      -3
      1,040
      11,423
      -9,474
      -3,006
      -4,987
      -1,650
      1,405
      1,559
      -1,195
      -138
      81
      -9,815
      -198
      -8,078
      -381
      19
      -686
      -42
      1,691
      80
      89
      1,124
      1,304
      120
      -106
      2,310
      1,152
      2,958
      1,184
      -1,949
      -3,629
      100
      73
      164
      60
      399
      927
      592
      272
      266
      -2
      -183
      -29
      -29
      -14
      848
      1,109
      490
      517
      449
      -90
      -327
      2,414
      634
      -115
      944
      -206
      -1,897
      -1,106
      2,562
      1,163
      -364
      -276
      -86
      -430
      2,027
      -62
      -6
      -280
      -418
      -34
      -1
      -503
      -32
      -92
      -43
      56
      -221
      -4
      238
      104
      842
      4,061
      4,821
      -8
      22
      -2
      -13
      -5
      -20
      -27
      -6
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 4,534
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 1,055
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 1,055
6 Credits/Payments:
a 2021 estimated tax payments and 2020 overpayment credited to 2021 6a 3,095
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 3,095
8 Enter any penalty for underpayment of estimated tax. Check here if Form 2220 is attached. Click to see attachment 8 12
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 2,028
11 Enter the amount of line 10 to be: Credited to 2022 estimated taxBullet2,028 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)
    bulletNJ
    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 ofbulletPORZIO BROMBERG NEWMAN PC Telephone no.bullet (973) 538-4006

    Located atbullet100 SOUTHGATE PKWY PO BOX 1997MORRISTOWNNJ ZIP+4bullet079621997
    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
    IRA G STOLZER PRESIDENT/TRUSTEE
    0.00     		0 0 0
    13929 CANTERBURY CIRCLE
    LEAWOOD,KS66224
    LESLIE J LOGEL VICE PRESIDENT/TRUSTEE
    0.00     		0 0 0
    53 EASTWOOD BLVD
    MANALAPAN,NJ07726
    RONNIE H FORREST SECTY/TREASURER/TRUSTEE
    0.00     		0 0 0
    4335 E DYNAMITE BLVD
    CAVE CREEK,AZ85331
    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 N/A 0
    2 N/A 0
    3 N/A 0
    4 N/A 0
    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 N/A 0
    All other program-related investments. See instructions.
    3 Click to see attachment 0
    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
    2,502,205
    b
    Average of monthly cash balances.......................
    1b
    58,119
    c
    Fair market value of all other assets (see instructions)................
    1c
    0
    d
    Total (add lines 1a, b, and c).........................
    1d
    2,560,324
    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
    2,560,324
    4
    Cash deemed held for charitable activities. Enter 1.5% (0.015) of line 3 (for greater amount, see
    instructions) .............................
    4
    38,405
    5
    Net value of noncharitable-use assets. Subtract line 4 from line 3. .......
    5
    2,521,919
    6
    Minimum investment return. Enter 5% (0.05) of line 5................
    6
    126,096
    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
    126,096
    2a
    Tax on investment income for 2021 from Part V, line 5.......
    2a
    1,055
    b
    Income tax for 2021. (This does not include the tax from Part V.) ...
    2b
     
    c
    Add lines 2a and 2b............................
    2c
    1,055
    3
    Distributable amount before adjustments. Subtract line 2c from line 1............
    3
    125,041
    4
    Recoveries of amounts treated as qualifying distributions................
    4
    0
    5
    Add lines 3 and 4............................
    5
    125,041
    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
    125,041
    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 7 125,041
    2 Undistributed income, if any, as of the end of 2021:
    a Enter amount for 2020 only....... 75,818
    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$ 133,638
    a Applied to 2020, but not more than line 2a 75,818
    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..... 57,820
    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 ..........     		67,221
    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).)
    IRA G STOLZER
    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
    AKINDALE THOROUGHBRED RESCUE
    77 COX RD
    PAWLING,NY12564     		    GENERAL SUPPORT 3,000
    AMERICAN CANCER SOCIETY
    250 WILLIAMS STREET NW
    ATLANTA,GA30303     		    GENERAL SUPPORT 5,000
    ANIMAL RESCUE LEAGUE OF NEW HAMPSHIRE
    545 STATE RTE 101
    BEDFORD,NH03110     		    GENERAL SUPPORT 1,000
    BELLARMINE COLLEGE PREPARATORY
    960 W HEDDING ST
    SAN JOSE,CA95126     		    GENERAL SUPPORT 2,000
    C RICHARD APPLEGATE ELEMENTARY SCHOOL
    47 JEANNE BRENNAN DRIVE
    FREEHOLD,NJ07728     		    GENERAL SUPPORT 1,000
    CHILDREN'S HOSPITAL OF PHILADELPHIA
    3401 CIVIC CENTER BLVD
    PHILADELPHIA,PA19104     		    GENERAL SUPPORT 2,000
    GLANZMANN'S RESEARCH HOSPITAL FOUNDATION
    3563 GRANITE WAY
    AUGUSTA,GA30907     		    GENERAL SUPPORT 5,000
    GRAY HAWK ELEMENTARY SCHOOL
    16000 GARDEN PKWY
    BASEHOR,KS66007     		    GENERAL SUPPORT 1,000
    JCRBAJC
    5801 W 115TH ST 201
    OVERLAND PARK,KS66211     		    GENERAL SUPPORT 1,000
    JEWISH COMMUNITY OF GREATER KANSAS CITY
    5801 W 115TH ST 201
    OVERLAND PARK,KS66211     		    GENERAL SUPPORT 1,500
    JEWISH FEDERATION OF GREATER KANSAS CITY
    5801 W 115TH ST 201
    OVERLAND PARK,KS66211     		    GENERAL SUPPORT 10,000
    JEWISH FEDERATION OF SOUTH PALM BEACH COUNTY
    9901 DONNA KLEIN BLVD
    BOCA RATON,FL33428     		    GENERAL SUPPORT 5,000
    LAURA DONAVAN ELEMENTARY SCHOOL
    237 STONEHURST BLVD
    FREEHOLD,NJ07728     		    GENERAL SUPPORT 1,000
    MARLEY'S MUTT DOG RESCUE
    785 TUCKER ROAD
    TEHACHAPI,CA93561     		    GENERAL SUPPORT 500
    MONROE HARDING
    1 VANTAGE WAY STE C-165
    NASHVILLE,TN37228     		    GENERAL SUPPORT 2,000
    NEW ENGLAND WILDLIFE CENTER
    500 COLUMBIAN ST
    WEYMOUTH,MA02190     		    GENERAL SUPPORT 1,000
    OPERATION SMILE
    3641 FACULTY BLVD
    VIRGINIA BEACH,VA23453     		    GENERAL SUPPORT 5,000
    PENN STATE UNIVERSITY
    201 OLD MAIN
    UNIVERSITY PARK,PA16802     		    GENERAL SUPPORT 8,000
    PHOENIX CHILDREN'S HOSPITAL CHILDREN'S MIRACLE NETWORK
    205 WEST 700 SOUTH
    SALT LAKE CITY,UT84101     		    GENERAL SUPPORT 10,000
    PKD FOUNDATION
    1001 E 101ST TERRACE
    KANSAS CITY,MO64131     		    GENERAL SUPPORT 2,500
    SMILE TRAIN
    PO BOX 96231
    WASHINGTON,DC20090     		    GENERAL SUPPORT 2,000
    SPECTRUM FOR LIVING
    210 RIVERDALE RD
    RIVER VALE,NJ07675     		    GENERAL SUPPORT 10,000
    SPECTRUM FOR LIVING - ENDOWMENT
    210 RIVERDALE RD
    RIVER VALE,NJ07675     		    GENERAL SUPPORT 5,000
    THE TEMPLE CONGREGATION B'NAI JEHUDAH
    12320 NALL AVE
    OVERLAND PARK,KS66209     		    GENERAL SUPPORT 36,300
    UNIVERSITY OF KANSAS HOSPITAL
    4000 CAMBRIDGE STREET
    KANSAS CITY,KS66160     		    GENERAL SUPPORT 5,000
    Total .................................bullet 3a 125,800
    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 ...........     		         
    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 4,534  
    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 83,713 0
    13Total. Add line 12, columns (b), (d), and (e)..................
    13
    83,713
    (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:
    THE STOLZER FAMILY FOUNDATION INC
     
    P SIANA C/O PORZIO BROMBERG & NEWMAN
    EIN:
    31-1479510
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    PORZIO, BROMBERG & NEWMAN, P.C. 15,644 7,822   7,822

    TY 2021 AllOthProgRltdInvestmentsSch
    Name:
    THE STOLZER FAMILY FOUNDATION INC
     
    P SIANA C/O PORZIO BROMBERG & NEWMAN
    EIN:
    31-1479510
    Category Amount
    N/A 0

    TY 2021 InvestmentsOtherSchedule2
    Name:
    THE STOLZER FAMILY FOUNDATION INC
     
    P SIANA C/O PORZIO BROMBERG & NEWMAN
    EIN:
    31-1479510
    Category/ Item Listed at Cost or FMV Book Value End of Year Fair Market Value
    3M CO. AT COST 20,352 19,274
    ALBEMARLE CORP. AT COST 10,456 32,155
    ALTRIA GROUP INC. AT COST 24,143 21,928
    AMERICAN TOWER CORP AT COST 22,374 22,102
    APPLE INC AT COST 4,395 28,614
    A T & T AT COST 22,137 17,417
    CROWN CASTLE INT'L CO. AT COST 22,991 22,720
    DIAGEO PLC AT COST 23,805 31,221
    DOW INC. (PR. DOW CHEMICAL) AT COST 19,599 19,941
    D R HORTON CO AT COST 14,630 35,290
    DUKE ENERGY CORP AT COST 29,823 41,481
    FRANCO NEVADA CORP. AT COST 13,630 15,626
    GARMIN AT COST 35,573 32,122
    GILEAD SCIENCES INC. AT COST 21,727 20,818
    HOME DEPOT AT COST 26,306 33,745
    HUNTINGTON INGALLS: HII AT COST 27,690 32,467
    IBM CORP. AT COST 19,603 19,011
    JOHNSON & JOHNSON-DONATED AT COST 12,562 80,670
    JP MORGAN CHASE & CO. AT COST 36,942 27,295
    KRAFT HEINZ CO. AT COST 20,225 20,233
    LOCKHEED MARTIN CORP AT COST 24,488 35,289
    MEDTRONIC PLC F: MDT AT COST 34,206 36,663
    MICROSOFT AT COST 6,600 29,023
    MORGAN STANLEY 5.85% PFD AT COST 23,976 21,260
    NEWMONT MINING CORP AT COST 8,340 11,539
    PACKAGING CORP. AT COST 26,933 37,105
    PHILIP MORRIS INT'L AT COST 16,849 19,480
    BARRICK GOLD CORP. AT COST 15,190 13,499
    ROYAL GOLD INC. AT COST 19,169 15,347
    SEMPRA ENERGY AT COST 36,775 47,841
    STANLEY BLACK & DECK AT COST 33,076 30,923
    VERIZON COMMUNICATIONS AT COST 21,942 16,599
    WALGREENS BOOTS AT COST 20,433 17,600
    WALMART AT COST 30,541 51,960
    ZIMMER BIOMET HOLDINGS AT COST 39,521 37,106
    B. RILEY FINL, INC. 6% DUE 1/31/28 AT COST 24,150 21,909
    DIGITAL REALTY TRUST AT COST 39,507 40,427
    ISHARES GOLD TRUST AT COST 21,717 28,695
    ISHARES MSCI BRAZIL AT COST 9,937 10,865
    ISHARES MSCI CHILE ECH AT COST 13,366 12,191
    ISHARES MSCI INDIA INDEX AT COST 7,453 11,314
    ISHARES MSCI INDONESIA AT COST 11,496 11,785
    ISHARES MSCI MALAYSIA ETF: EWM AT COST 12,303 11,205
    ISHARES MSCI TURKEY ETF: TUR AT COST 17,175 13,134
    LONCAR CANCER IMMUNOTHERAPY ETF IV: CNCR AT COST 43,679 35,433
    PRUDENTIAL FINANCIAL 4.125% DUE 09/01/60 AT COST 25,379 20,633
    SCHWAB EMG MKT EQ ETF (SCHE) AT COST 4,285 4,550
    SCHWAB INTL EQ ETF AT COST 61,586 72,190
    SOUTHERN CO. 4.2% DUE 10/15/60 AT COST 27,783 20,988
    SPDR BLOOMBERG EMRG MKTS AT COST 18,619 18,180
    VANGUARD EMERGING MARKETS AT COST 37,269 36,171
    VANGUARD FTSE EMERGING MKTS AT COST 20,301 21,922
    AMGEN INC. 4.95% DUE 10/1/41 AT COST 48,992 38,916
    ANHEUSER-BUSCH 4.375% DUE 4/15/38 AT COST 42,997 33,605
    ANHEUSER-BUSCH 6.625% DUE 8/15/33 AT COST 12,479 10,090
    BROOKFIELD FIN 2.34% DUE 01/30/32 AT COST 25,874 20,598
    BROOKFIELD FIN 3.45% DUE 4/15/20 AT COST 14,512 10,713
    CVS HEALTH CORP. 3.25% DUE 8/15/29 AT COST 13,033 10,974
    CWALT INC. 6% (PR. ALT LOAN TR2006-24C) AT COST 921 725
    AMERICAN AIRLINES 4.4% AT COST 13,450 12,509
    BANK OF AMERICA 5.5% AT COST 1,194 1,012
    BANK OF AMERICA C VAR 29 DUE 7/23/29 AT COST 36,707 32,546
    BANK OF AMERICA VAR 99 DUE 12/31/99 AT COST 28,355 25,870
    AMERIQUEST MORTGAGE 5% DUE 10/25/33 AT COST 4,075 3,746
    AMERIQUEST MORTGAGE 5.25%GFN6 (PR. CWMBS INC. ) AT COST 158 0
    AMERIQUEST MORTGAGE 5.25%FRF2 (PR. CWMBS) AT COST 1,004 985
    AMERIQUEST MORTGAGE 5.75% (PR. CWMBS HOME) AT COST 3,029 3,048
    CS FIRST BOSTON 6% AT COST 1,184 1,149
    EVERGY METRO 4.2% DUE 03/15/48 AT COST 24,116 18,586
    FOX CORP. 4.708% DUE 1/25/29 AT COST 13,987 11,882
    NEW CENTURY MO 3.7851% (PR. GSR MTG LOAN TR VAR 2035) AT COST 615 2,310
    GOLDMAN SACHS GRO VAR 99 AT COST 29,486 26,123
    KELLOGG CO. 7.45% DUE 4/1/31 AT COST 22,821 17,292
    KINDER MORGAN 6.55% AT COST 32,961 31,986
    KROGER COMPANY 7.7% AT COST 9,310 8,008
    KROGER COMPANY 8% AT COST 14,861 12,977
    COLES ETC IL (MATTOON CMTY UNI) 8.95%33 DIE 12/1/33 AT COST 24,136 21,219
    MCDONALD'S CORP 4.7% AT COST 5,327 4,968
    MCDONALD'S CORP 6.3% AT COST 15,297 13,533
    MCDONALD'S CORP 6.3% AT COST 19,651 15,889
    NASDAQ INC. 2.5% DUE 12/21/40 AT COST 51,167 39,102
    ORACLE CORP. 3.8% DUE 11/15/37 AT COST 49,502 35,670
    PHILIP MORRIS 4.125% DUE 3/4/43 AT COST 47,000 32,498
    INDYMAC-RESIDENTIAL ASSET 5.2% AT COST 5,963 5,848
    SAN BERNARDINO 8.253% AT COST 15,445 16,586
    TEXTRON INC. 3.9% DUE 9/17/29 AT COST 11,790 10,241
    US TREASURY STRIP 0% DUE 8/15/51 AT COST 221,650 214,285
    VERIZON COMMUNICATION 4.5% DUE 11/1/34 AT COST 3,549 2,857
    VERIZON COMMUNICATION 5.05% DUE 3/15/34 AT COST 37,986 29,488
    WELLS FARGO & CO VAR DUE 12/31/99 AT COST 26,926 25,870
    WESTROCK CO 8.2% DUE 1/15/30 AT COST 29,048 24,553

    TY 2021 OtherAssetsSchedule
    Name:
    THE STOLZER FAMILY FOUNDATION INC
     
    P SIANA C/O PORZIO BROMBERG & NEWMAN
    EIN:
    31-1479510
    Description Beginning of Year - Book Value End of Year - Book Value End of Year - Fair Market Value
    STOCK OPTIONS 0 -4,749 -3,935


    TY 2021 OtherExpensesSchedule
    Name:
    THE STOLZER FAMILY FOUNDATION INC
     
    P SIANA C/O PORZIO BROMBERG & NEWMAN
    EIN:
    31-1479510
    Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    ADR FEES 3 0   0
    INVESTMENT MANAGEMENT FEES 16,256 0   0
    NJ DIVISION OF CONSUMER AFFAIRS 31 15   16


    TY 2021 OtherIncreasesSchedule
    Name:
    THE STOLZER FAMILY FOUNDATION INC
     
    P SIANA C/O PORZIO BROMBERG & NEWMAN
    EIN:
    31-1479510
    Description Amount
    AMORTIZATION BASIS ADJUSTMENT 3,584


    TY 2021 TaxesSchedule
    Name:
    THE STOLZER FAMILY FOUNDATION INC
     
    P SIANA C/O PORZIO BROMBERG & NEWMAN
    EIN:
    31-1479510
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    UNITED STATES TREASURY 5,505 0   0
    FOREIGN TAX W/H 190 0   0