Form990-PF

Department of the Treasury
Internal Revenue Service

Return of Private Foundation
or Section 4947(a)(1) Trust Treated as Private Foundation
right arrowDo not enter social security numbers on this form as it may be made public.
right arrowGo to www.irs.gov/Form990PF for instructions and the latest information.
OMB No. 1545-0047
2022
Open to Public Inspection
For calendar year 2022, or tax year beginning 01-01-2022 , and ending 12-31-2022
Name of foundation
STOCKEL FAMILY FOUNDATION
 
Number and street (or P.O. box number if mail is not delivered to street address)2444 WILSHIRE BLVD 622
  Room/suite
City or town, state or province, country, and ZIP or foreign postal code
SANTA MONICA, CA90403
A Employer identification number

47-2317141
B Telephone number (see instructions)

(310) 829-4771
C right arrow
G Check all that apply:

D 1. Foreign organizations, check here............. right arrow
2. Foreign organizations meeting the 85%
test, check here and attach computation ... right arrow
E right arrow
H Check type of organization:
F right arrow
I Fair market value of all assets at end
of year (from Part II, col. (c),
line 16)right arrow$14,070,489J 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 right arrow.............
3 Interest on savings and temporary cash investments 1,850 1,850  
4 Dividends and interest from securities... 168,259 168,259  
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 Click to see attachment
List of Attached Documents:
// Content
172,038
b Gross sales price for all assets on line 6a 7,756,577
7 Capital gain net income (from Part IV, line 2)... 171,617
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
List of Attached Documents:
// Content
329 582  
12 Total. Add lines 1 through 11........ 342,476 342,308  
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
List of Attached Documents:
// Content
7,720 0   7,720
c Other professional fees (attach schedule).... Click to see attachment
List of Attached Documents:
// Content
117,690 49,356   68,334
17 Interest...............        
18 Taxes (attach schedule) (see instructions)... Click to see attachment
List of Attached Documents:
// Content
27,925 4,675   250
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
List of Attached Documents:
// Content
1,881 1,881   0
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 155,216 55,912   76,304
25 Contributions, gifts, grants paid....... 705,100 705,100
26 Total expenses and disbursements. Add lines 24 and 25 860,316 55,912   781,404
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements -517,840
b Net investment income (if negative, enter -0-) 286,396
c Adjusted net income (if negative, enter -0-)...  
For Paperwork Reduction Act Notice, see instructions.
Cat. No. 11289X Form 990-PF (2022)
Form 990-PF (2022)
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 Savings and temporary cash investments......... 182,613 98,979 98,979
3 Accounts receivable right arrow  
Less: allowance for doubtful accounts right arrow        
4 Pledges receivable right arrow  
Less: allowance for doubtful accounts right arrow        
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) right arrow  
Less: allowance for doubtful accounts right arrow        
8 Inventories for sale or use..............      
9 Prepaid expenses and deferred charges..........      
10a Investments—U.S. and state government obligations (attach schedule) 0 Click to see attachment
List of Attached Documents:
// Content
193,097 		193,097
b Investments—corporate stock (attach schedule)....... 12,065,382 Click to see attachment
List of Attached Documents:
// Content
9,269,695 		9,269,695
c Investments—corporate bonds (attach schedule)....... 255,625 Click to see attachment
List of Attached Documents:
// Content
47,600 		47,600
11 Investments—land, buildings, and equipment: basis right arrow  
Less: accumulated depreciation (attach schedule) right arrow        
12 Investments—mortgage loans.............      
13 Investments—other (attach schedule).......... 4,484,275 Click to see attachment
List of Attached Documents:
// Content
4,457,186 		4,457,186
14 Land, buildings, and equipment: basis right arrow  
Less: accumulated depreciation (attach schedule) right arrow        
15 Other assets (describe right arrow) Click to see attachment
List of Attached Documents:
// Content
3,551 		Click to see attachment
List of Attached Documents:
// Content
3,932 		Click to see attachment
List of Attached Documents:
// Content
3,932
16 Total assets (to be completed by all filers—see the
instructions. Also, see page 1, item I) 16,991,446 14,070,489 14,070,489
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 right arrow)    
23 Total liabilities (add lines 17 through 22)......... 0 0
Net Assets or Fund Balances Foundations that follow FASB ASC 958, check here right arrow
and complete lines 24, 25, 29 and 30.
24 Net assets without donor restrictions........... 16,991,446 14,070,489
25 Net assets with donor restrictions............    
Foundations that do not follow FASB ASC 958, check here right arrow
and complete lines 26 through 30.
26 Capital stock, trust principal, or current funds........    
27 Paid-in or capital surplus, or land, bldg., and equipment fund    
28 Retained earnings, accumulated income, endowment, or other funds    
29 Total net assets or fund balances (see instructions)..... 16,991,446 14,070,489
30 Total liabilities and net assets/fund balances (see instructions). 16,991,446 14,070,489
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
16,991,446
2
Enter amount from Part I, line 27a .....................
2
-517,840
3
Other increases not included in line 2 (itemize) right arrow
3
0
4
Add lines 1, 2, and 3 ..........................
4
16,473,606
5
Decreases not included in line 2 (itemize) right arrowClick to see attachment
List of Attached Documents:
// Content
5
2,403,117
6
Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 29 .
6
14,070,489
Form 990-PF (2022)
Form 990-PF (2022)
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 MORGAN STANLEY   2022-01-02 2022-12-31
b MORGAN STANLEY   2021-01-01 2022-12-31
c K-1'S P 2022-01-02 2022-12-31
d K-1'S P 2021-01-01 2022-12-31
e CAPITAL GAINS DIVIDENDS P    
(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 3,127,608   3,523,519 -395,911
b 4,583,774   4,058,554 525,220
c 65     65
d     2,466 -2,466
e 44,709     44,709
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       -395,911
b       525,220
c       65
d       -2,466
e       44,709
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 2 171,617
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 (2022)
Form 990-PF (2022)
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 right arrow 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) 1 3,981
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 3,981
4 Subtitle A (income) tax (domestic section 4947(a)(1) trusts and taxable foundations only. Others enter -0-) 4 0
5 Tax based on investment income. Subtract line 4 from line 3. If zero or less, enter -0- ..... 5 3,981
6 Credits/Payments:
a 2022 estimated tax payments and 2021 overpayment credited to 2022 6a 13,751
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 13,751
8 Enter any penalty for underpayment of estimated tax. Check here if Form 2221 is attached. 8 0
9 Tax due. If the total of lines 5 and 8 is more than line 7, enter amount owed.......right arrow 9  
10 Overpayment. If line 7 is more than the total of lines 5 and 8, enter the amount overpaid...right arrow 10 9,770
11 Enter the amount of line 10 to be: Credited to 2023 estimated taxright arrow9,770 Refundedright arrow 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. right arrow$ 0(2) On foundation managers.right arrow$ 0
e
Enter the reimbursement (if any) paid by the foundation during the year for political expenditure tax imposed
on foundation managers.right arrow$ 0
2
Has the foundation engaged in any activities that have not previously been reported to the IRS?.......
2
 
No
If "Yes," attach a detailed description of the activities.
3
Has the foundation made any changes, not previously reported to the IRS, in its governing instrument, articles
of incorporation, or bylaws, or other similar instruments? If "Yes," attach a conformed copy of the changes....
3
 
No
4a
Did the foundation have unrelated business gross income of $1,000 or more during the year?.........
4a
Yes
 
b
If "Yes," has it filed a tax return on Form 990-T for this year?...................
4b
Yes
 
5
Was there a liquidation, termination, dissolution, or substantial contraction during the year?.........
5
 
No
If "Yes," attach the statement required by General Instruction T.
6
Are the requirements of section 508(e) (relating to sections 4941 through 4945) satisfied either:
round bullet By language in the governing instrument, or
round bullet 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)
right arrowCA, DE
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 .Click to see attachment
List of Attached Documents:
// Content
8b
 
No
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 2022 or the taxable year beginning in 2022? 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 (2022)
Form 990-PF (2022)
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 addressright arrowN/A
14
The books are in care ofright arrowTHE FOUNDATION Telephone no.right arrow (310) 829-4771

Located atright arrow2444 WILSHIRE BLVD 622SANTA MONICACA ZIP+4right arrow90403
15
Section 4947(a)(1) nonexempt charitable trusts filing Form 990-PF in lieu of Form 1041 —check here .........right arrow
and enter the amount of tax-exempt interest received or accrued during the year ........right arrow
15
 
16 At any time during calendar year 2022, 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 right arrow
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
Organizations relying on a current notice regarding disaster assistance check here ........right arrow
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 2022? .............
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 2022, did the foundation have any undistributed income (Part XII, lines 6d
and 6e) for tax year(s) beginning before 2022?....................
2a
 
No
If "Yes," list the years right arrow20, 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.
right arrow20, 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 2022 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 2022.) .....................
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 2022? ..
4b
 
No
Form 990-PF (2022)
Form 990-PF (2022)
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
Organizations relying on a current notice regarding disaster assistance check .........right arrow
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
SUSAN STOCKEL DIRECTOR, PRESIDENT
1.00 		0 0 0
2444 WILSHIRE BLVD 622
SANTA MONICA,CA90403
ERIC STOCKEL DIRECTOR, SEC & TREASURER
1.00 		0 0 0
2444 WILSHIRE BLVD 622
SANTA MONICA,CA90403
DOUGLAS STOCKEL DIRECTOR, VICE PRESIDENT
1.00 		0 0 0
2444 WILSHIRE BLVD 622
SANTA MONICA,CA90403
RUTH WADDELL DIRECTOR, VICE PRESIDENT
1.00 		0 0 0
2444 WILSHIRE BLVD 622
SANTA MONICA,CA90403
AARON STOCKEL DIRECTOR
1.00 		0 0 0
2444 WILSHIRE BLVD 622
SANTA MONICA,CA90403
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...................right arrow 0
Form 990-PF (2022)
Form 990-PF (2022)
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
JMC PHILANTHROPIC ADVISORS ADMINISTRATION 68,000
2444 WILSHIRE BLVD 622
SANTA MONICA,CA90403
Total number of others receiving over $50,000 for professional services.............right arrow0
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.........................right arrow0
Form 990-PF (2022)
Form 990-PF (2022)
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
10,602,076
b
Average of monthly cash balances.......................
1b
120,566
c
Fair market value of all other assets (see instructions)................
1c
4,467,561
d
Total (add lines 1a, b, and c).........................
1d
15,190,203
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
15,190,203
4
Cash deemed held for charitable activities. Enter 1.5% (0.015) of line 3 (for greater amount, see
instructions) .............................
4
227,853
5
Net value of noncharitable-use assets. Subtract line 4 from line 3. ............
5
14,962,350
6
Minimum investment return. Enter 5% (0.05) of line 5................
6
748,118
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
748,118
2a
Tax on investment income for 2022 from Part V, line 5.......
2a
3,981
b
Income tax for 2022. (This does not include the tax from Part V.) ...
2b
 
c
Add lines 2a and 2b............................
2c
3,981
3
Distributable amount before adjustments. Subtract line 2c from line 1............
3
744,137
4
Recoveries of amounts treated as qualifying distributions................
4
0
5
Add lines 3 and 4............................
5
744,137
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
744,137
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
781,404
b
Program-related investments—total from Part VIII-B..................
1b
0
2
Amounts paid to acquire assets used (or held for use) directly in carrying out charitable, etc.,
purposes...............................
2
 
3
Amounts set aside for specific charitable projects that satisfy the:
a
Suitability test (prior IRS approval required)....................
3a
 
b
Cash distribution test (attach the required schedule) .................
3b
 
4
Qualifying distributions. Add lines 1a through 3b. Enter here and on Part XII, line 4. .......
4
781,404
Form 990-PF (2022)
Form 990-PF (2022)
Page 9
Part XII
Undistributed Income (see instructions)
(a)
Corpus 		(b)
Years prior to 2021 		(c)
2021 		(d)
2022
1 Distributable amount for 2022 from Part X, line 7 744,137
2 Undistributed income, if any, as of the end of 2022:
a Enter amount for 2021 only....... 772,756
b Total for prior years:20, 20, 20 0
3 Excess distributions carryover, if any, to 2022:
a From 2017......  
b From 2018......  
c From 2019......  
d From 2020......  
e From 2021......  
f Total of lines 3a through e ........ 0
4Qualifying distributions for 2022 from Part
XI, line 4: right arrow$ 781,404
a Applied to 2021, but not more than line 2a 772,756
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 2022 distributable amount..... 8,648
e Remaining amount distributed out of corpus 0
5 Excess distributions carryover applied to 2022. 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 2021. Subtract line
4a from line 2a. Taxable amount—see
instructions ............. 		0
f Undistributed income for 2022. Subtract
lines 4d and 5 from line 1. This amount must
be distributed in 2023 .......... 		735,489
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 2017 not
applied on line 5 or line 7 (see instructions) ... 		0
9 Excess distributions carryover to 2023.
Subtract lines 7 and 8 from line 6a ...... 		0
10 Analysis of line 9:
a Excess from 2018....  
b Excess from 2019....  
c Excess from 2020....  
d Excess from 2021....  
e Excess from 2022....  
Form 990-PF (2022)
Form 990-PF (2022)
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 2022, enter the date of the ruling ...... right arrow
 
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 IX for each
year listed .......... 		Tax year Prior 3 years (e) Total
(a) 2022 (b) 2021 (c) 2020 (d) 2019
         
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).)
SUSAN STOCKEL
ERIC STOCKEL
RUTH WADDELL
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 right arrow
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 (2022)
Form 990-PF (2022)
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

PHOENIX CONSERVANCY

PO BOX 977
PULLMAN,WA99163 		NONE PC MATCHING GRANT TOWARDS STAFF SALARIES 15,000

SOCIAL GOOD FUND

PO BOX 5473
RICHMOND,CA94805 		NONE PC FISCAL SPONSOR FOR THE OUTDOOR POLICY OUTFIT, GENERAL OPERATING FUNDS FOR THE CLIMATE IMPACT OF CASH PROJECT 50,000

CHEERFUL HELPERS CHILD & FAMILY STUDY

1986 W JEFFERSON
LOS ANGELES,CA90018 		NONE PC GENERAL/UNRESTRICTED 25,000

GRAND CANYON TRUST

2601 N FORT VALLEY RD
FLAGSTAFF,AZ86001 		NONE PC CARBON NEUTRALITY PLAN 50,000

CHATTAHOOCHEE RIVER KEEPER

916 JOSEPH LOWERY BLVD NW PURITAN
MILL SUITE 3
ATLANTA,GA30318 		NONE PC FOR FLOATING CLASSROOM SCHOLARSHIPS AND WATER WARRIORS PROGRAM 13,400

THEATRE FOR A NEW AUDIENCE

154 CHRISTOPHER STREET SUITE 3D
NEW YORK,NY10014 		NONE PC YOUTH THEATER ARTS EDUCATION 50,000

ATLANTA CHILDRENS SHELTER

PO BOX 54322
ATLANTA,GA30308 		NONE PC TRANSITIONAL HOUSING AND MENTAL HEALTH PROGRAMS 32,500

THE PHOENIX CONSERVANCY

PO BOX 977
PULLMAN,WA99163 		NONE PC FOR MADAGASCAR REFORESTATION 20,000

HORIZONS ATLANTA

117 NORTH AVENUE NW 3RD FLOOR SUITE
11
ATLANTA,GA30332 		NONE PC FOR MEALS DURING SUMMER PROGRAM AND SWIM PROGRAM COMPETITIONS 25,000

CHARITIES AID FOUNDATION

225 REINEKERS LANE SUITE 375
ALEXANDRIA,VA22314 		NONE PC UNRESTRICTED FOR BLUE VENTURES CONSERVATION 52,200

CHILD DEVELOPMENT INSTITUTE

18050 VANOWEN ST
RESEDA,CA91335 		NONE PC DEVELOPMENTAL SCREENING PROGRAM AND EARLY LEARNING CENTERS 50,000

CITIZENS FOR LOS ANGELES

2226 STANLEY HILLS DRIVE
LOS ANGELES,CA90046 		NONE PC GENERAL/UNRESTRICTED 5,000

MONGABAYORG

1259 EL CAMINO REAL 150
MENLO PARK,CA94025 		NONE PC RAPID RESPONSE REPORTING FUND AND EFFECTIVE CLIMATE PHILANTHROPY PROJECT 40,000

VENICE FAMILY CLINIC

604 ROSE AVENUE
VENICE,CA90291 		NONE PC COMPREHENSIVE EARLY PEDIATRIC CARE PROGRAM 40,000

THE DRAKE HOUSE INC

10500 CLARA DR
ROSWELL,GA30075 		NONE PC MATERNAL EDUCATION PROGRAM AND STAFF TRAINING 37,000

NORTH FULTON COMMUNITY CHARITIES

11270 ELKINS ROAD
ROSWELL,GA30076 		NONE PC EMERGENCY FINANCIAL ASSISTANCE AND FOOD PANTRY SUPPORT 30,000

NATURE & CULTURE INTERNATIONAL

1400 MAIDEN LANE
DEL MAR,CA92014 		NONE PC SUSTAINABILITY IN THE SAN PEDRO DE CARPISH PRIVATE CONSERVATION AREA 39,950

ACATE AMAZON CONSERVATION

PO BOX 15895
SAN FRANCISCO,CA94115 		NONE PC MATSES INTEGRATED AQUACULTURE SYSTEMS 20,000

RAINFOREST FOUNDATION US

PO BOX 26908
BROOKLYN,NY11201 		NONE PC NASO LAND MANAGEMENT PROGRAM 40,000

BEYOND PESTICIDES

701 E ST SE
WASHINGTON,DC20003 		NONE PC GENERAL/UNRESTRICTED 5,000

HEALTH IN HARMONY

PO BOX 96176
PORTLAND,OR97296 		NONE PC RADICAL LISTENING, AGRICULTURAL TRAINING, AND HEALTH EXPEDITIONS 64,050

DAVID SUZUKI FOUNDATION

1220 MONTGOMERY ST 235
SAN FRANCISCO,CA94133 		NONE PC GENERAL/UNRESTRICTED 1,000
Total .................................right arrow 3a 705,100
bApproved for future payment
Total ................................. right arrow 3b 0
Form 990-PF (2022)
Form 990-PF (2022)
Page 12
Part XV-A
Analysis of Income-Producing Activities
Enter gross amounts unless otherwise indicated. Unrelated business income Excluded by section 512, 513, or 514 (e)
Related or exempt
function income
(See instructions.)
1Program service revenue: (a)
Business code 		(b)
Amount 		(c)
Exclusion code 		(d)
Amount
a
b
c
d
e
f
gFees and contracts from government agencies          
2 Membership dues and assessments ....          
3 Interest on savings and temporary cash
investments ........... 		    14 1,850  
4 Dividends and interest from securities ....     14 168,259  
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 ............ 		525990 421 18 171,617  
9 Net income or (loss) from special events:          
10 Gross profit or (loss) from sales of inventory          
11 Other revenue:
aK-1S-NON UBIT 		    18 -5,975  
bK-1S- UBIT 525990 -253      
cOTHER INVESTMENT INCOME     14 6,557  
d
e
12 Subtotal. Add columns (b), (d), and (e) .. 168 342,308 0
13Total. Add line 12, columns (b), (d), and (e)..................
13
342,476
(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 (2022)
Form 990-PF (2022)
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.
right arrow right arrow
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 Check if self-
employed right arrow		 PTIN
Firm's name SmallBullet
 Firm's EIN SmallBullet
Firm's address SmallBullet


 Phone no.
Form 990-PF (2022)
Additional Data


Software ID:  
Software Version:  


Form 990PF - Special Condition Description:
Special Condition Description

TY 2022 AccountingFeesSchedule
Name:
STOCKEL FAMILY FOUNDATION
EIN:
47-2317141
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
ACCOUNTING 7,720 0   7,720

TY 2022 ExplnOfNonFilingWithAGStmt
Name:
STOCKEL FAMILY FOUNDATION
EIN:
47-2317141
Statement:
FORM 990-PF NOT REQUIRED TO FILED WITH STATE OF DELAWARE

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

TY 2022 GainLossSaleOtherAssetsSch
Name:
STOCKEL FAMILY FOUNDATION
EIN:
47-2317141
Name Date Acquired How Acquired Date Sold Purchaser Name Gross Sales Price Basis Basis Method Sales Expenses Total (net) Accumulated Depreciation
K-1S UBIT 2021-01 PURCHASED 2022-12   421   COST 0 421  

TY 2022 GeneralExplanationAttachment
Name:
STOCKEL FAMILY FOUNDATION
EIN:
47-2317141
Identifier Return Reference Explanation
CAPITAL GAINS FORM 990-PF, PART IV THE ORGANIZATION HAD VARIOUS SALES OF SECURITIES AS WELL AS CAPITAL GAINS FROM PASS THROUGH ENTITIES DURING THE YEAR THAT IS SUMMARIZED ON PART IV OF FORM 990-PF. FOR PURPOSES OF PART IV OF FORM 990-PF AND DUE TO TAX SOFTWARE LIMITATIONS, THE ACQUISITION DATES SHOWN ARE JANUARY 2, 2022 AND JANUARY 1, 2021 FOR SHORT- TERM AND LONG- TERM TRANSACTIONS RESPECTIVELY. FOR SALES DATE, DECEMBER 31,2022 IS BEING SHOWN FOR BOTH SHORT AND LONG-TERM TRANSACTIONS. DETAILS OF INDIVIDUAL TRANSACTIONS ARE AVAILABLE UPON REQUEST.

TY 2022 InvestmentsCorpBondsSchedule
Name:
STOCKEL FAMILY FOUNDATION
EIN:
47-2317141
Name of Bond End of Year Book Value End of Year Fair Market Value
CITI 10% CONTINGENT CALLABLE SPX 47,600 47,600

TY 2022 InvestmentsCorpStockSchedule
Name:
STOCKEL FAMILY FOUNDATION
EIN:
47-2317141
Name of Stock End of Year Book Value End of Year Fair Market Value
ALPHABET INC CL C 354,911 354,911
AMAZON COM 252,000 252,000
AMERICAN EXPRESS CO 177,300 177,300
APPLE INC 415,776 415,776
BERKSHIRE HATHAWAY INC. CLASS B 432,460 432,460
EATON CORP PLC 156,950 156,950
HOME DEPOT INC 184,778 184,778
LABORATORY CORP AMER HLDGS 144,820 144,820
MICROSOFT CORP 234,544 234,544
VERIZON COMMUNICATIONS (VZ) 95,624 95,624
BANK AMER 7.2500 SERS L (BAC.L) 19,882 19,882
WELLS FARGO 7.5 NON-CUM CL A 69,144 69,144
FT NASDAQ CYBERSECUR ETF 42,697 42,697
GLOBAL X US INF DEV ETF (PAVE) 20,424 20,424
INVESCO AEROSPACE & DEFENSE ETF 91,414 91,414
INVESCO DYNAMIC BUILDING & CONSTRUCTION ETF 30,608 30,608
INVESCO S&P 500 HIGH DIVIDEND LOW VOLATILITY ETF 9,204 9,204
ISHARES GLOBAL INFRASTR ETF 22,920 22,920
ISHARES US AEROSPACE AND DEFENSE 55,930 55,930
ISHARES US FINANCIALS ETF 75,470 75,470
SCHWAB US DIVIDEND EQUITY ETF 83,094 83,094
SPDR S&P BANK ETF 45,150 45,150
JPMORGAN HEDGED EQUITY I (JHEQX) 50,420 50,420
FEDERATED HERMES GOVT OBL AVR (GOVXX) 76,268 76,268
ISHARES 20+ YR TREASU BOND ETF (TLT) 93,188 93,188
ISHARES CORE MSCI EMERGING (IEMG) 74,440 74,440
ISHARES RUSSELL 1000 GROWTH INDEX FD 140,541 140,541
ISHARES RUSSELL 1000 VALUE INDEX FUND 123,291 123,291
ISHARES RUSSELL 2000 GROWTH ETF (IWO) 20,165 20,165
ISHARES RUSSELL MIDCAP G ETF (IWP) 19,228 19,228
ISHARES RUSSELL MIDCAP V ETF (IWS) 2,001 2,001
VANGUARD FTSE DEVELOPED MARKETS E (VEA) 108,450 108,450
VANGUARD FTSE EMERGING MARKETS (VWO) 1,052 1,052
VANGUARD TOTAL BOND MARKET (BND) 112,573 112,573
AMERICAN BD FD OF AMERICA F2 (ABNFX) 155,781 155,781
BLACKROCK TOTAL RET I 42,893 42,893
CAUSEWAY INTL VALUE INSTL 130,149 130,149
CLEARBRIDGE SMALL CAP GROWTH I (SBPYX) 3,237 3,237
EDGEWOOD GROWTH FUND INSTL 119,797 119,797
GOLDMAN SACHS GOG INTN OPP (GXIMX) 141,576 141,576
GQG PARTNERS EMRG MARKES EQ INS (GOGIX) 133,177 133,177
HARTFORD DIVIDEND & GROWTH I (HDGIX) 160,267 160,267
JOHN HANCOCK INTL GROWTH I 19,839 19,839
METROPOLIAN WEST TOT RET BD I (MWTIX) 187,374 187,374
MFS MID CAP GROWTH I (OTCIX) 4,389 4,389
NUANCE MID CAP VALUE INST (NMVLX) 45,789 45,789
OAKMARK FUND INSTITUTIONAL 50,611 50,611
PIMCO LOW DURATION INC 12 (PFTPX) 308,871 308,871
WASATCH SM CAP VALUE FUND ((WMCVX) 48,033 48,033
WESTERN ASSET CORE PLUS BOND PORTFOLIO 123,026 123,026
CITI BUFFERED PLUS SPX 210,150 210,150
CITI DUAL DIRECTIONAL TRIGGER JUMP SX5E 98,700 98,700
GS BUFFERED PLUS ICLN 222,000 222,000
GS TRIGGER JUMP AAPL 133,625 133,625
HSBC TRIGGER PLUS ON SPX 206,250 206,250
JPM ENHANCED TRIGGER JUMP SPX (SQHNH) 49,000 49,000
JPM TRIGGER PLUS SVX (SQDNU) 225,200 225,200
MS TRIGGER JUMP SX5E (SQGJO) 312,060 312,060
MS TRIGGER PLUS SPX (SQDXR) 96,750 96,750
MS TRIGGER PLUS SX5E (SQGJS) 175,860 175,860
RBC TRIGGER PLUS ON SX5E 352,200 352,200
UBS 8% WORSTOF CONTINGENT AUTOCALL LMT NOC (SQGXU) 126,000 126,000
3I GROUP PLC UNSPONS ADR 1,444 1,444
AAC TECHNOLOGIES HLDG INC ADR 3,978 3,978
ABB LTD 5,209 5,209
ABBOTT LABORATORIES 8,673 8,673
ABBVIE INC COM 11,798 11,798
ADOBE INC 8,413 8,413
ADVANCED MICRO DEVICES 907 907
AEON CO LTD ADR 4,345 4,345
AFLAC INCORPORATED 2,158 2,158
AGNICO EAGLE MINES LTD 1,664 1,664
AIR LIQUIDE ADR 2,798 2,798
AIR PROD & CHEM INC 5,857 5,857
AIRBNB INC CL A 770 770
AKAMAI TECHNOLOGIES INC 3,456 3,456
ALBEMARLE CORPORATION 3,253 3,253
ALEXANDRIA REAL ESTATE EQ INC 1,457 1,457
ALIBABA GROUP HLDG LTD 7,047 7,047
ALLIANZ SE ADR 6,411 6,411
ALTRIA GROUP INC 5,942 5,942
AMADEUS IT GROUP S.A ADR 1,140 1,140
AMBEV S A SPONSORED ADR 3,446 3,446
AMER INTL GP INC NEW 5,249 5,249
AMERICAN EXPRESS CO 6,206 6,206
AMERICAN TOWER CORP 847 847
AMERICAN WATER WORKS CO 2,591 2,591
AMGEN INC 7,354 7,354
AMPHENOL CORP NEW CL A 4,949 4,949
ANGLO AMERN PLATINUM LTD SPD ADR 3,587 3,587
AON PLC CL A 1,801 1,801
AP MOLLAR-MAERSK A/S/ ADR 841 841
APOLLO GLOBAL MGMT INC CL A 4,465 4,465
APPLIED MATERIALS INC 1,558 1,558
APTIV PLC 1,490 1,490
ARISTA NETWORKS INC 4,247 4,247
ARROW ELECTRONICS 2,719 2,719
ASHTEAD GROUP PLC ADR 2,271 2,271
ASML HOLDING NV NY REG NEW 7,103 7,103
ASSA ABLOY AB UNSP ADR 4,337 4,337
ASTRAZENECA PLC ADR 9,763 9,763
ASX LTD UNSPONS ADR 830 830
AT&T INC 6,075 6,075
ATLAS COPCO AS A ADR A NEW 5,009 5,009
AUST NZ BK NEW ADR 4,727 4,727
AUTOMATIC DATA PROCESSING INC 6,449 6,449
AUTOZONE INC 4,932 4,932
BAE SYS PLC SPON ADR 3,048 3,048
BANCO BILBAO VIZ ARG SA ADS 5,151 5,151
BANCO BRADESCO S A NEW 1,858 1,858
BANK OF CHINA-UNSPONS ADR 3,311 3,311
BANK OF NEW YORK MELLON CORP 4,916 4,916
BANK OF NOVA SCOTIA 3,771 3,771
BARCLAYS PLC ADR 3,487 3,487
BAYERISCHE MOTOREN WERKE ADR 4,598 4,598
BEIERSDORF AG UNSPONS ADR 2,471 2,471
BLOCK INC CL A 4,462 4,462
BOOKING HOLDINGS INC 4,031 4,031
BOSTON SCIENTIFIC CORP 5,090 5,090
BRIDGESTONE CP ADR 4,177 4,177
BRISTOL MYERS SQUIBB CO 7,555 7,555
BROADCOM INC 6,710 6,710
BROWN FORMAN CORP CL B 4,072 4,072
CADENCE DESIGN SYSTEM 1,446 1,446
CANADIAN NATL RAILWAY CO 5,587 5,587
CARRIER GLOBAL CORPORATION 4,703 4,703
CDW CORPORATION 4,286 4,286
CENTENE CORPORATION 1,476 1,476
CENTRAL JAPAN RAILWAY CO ADR 4,397 4,397
CGI INC CL A SUB VTG 3,790 3,790
CHARLES SCHWAB NEW 7,660 7,660
CHARTER COMMUNICATIONS INC 4,747 4,747
CHECK POINT SOFTWARE TECH LTD 3,785 3,785
CHINA CONSTRUCTION BANK CORP 5,839 5,839
CHINA MERCHANTS BK CO LTD 2,936 2,936
CHINDATA GROUP HOLDINGS LTD ADS 4,184 4,184
CHUBB LTD 6,397 6,397
CHUNGHWA TELECOM LTD ADR 4,427 4,427
CIGNA CORP 6,627 6,627
CINTAS CORP 2,258 2,258
CISCO SYS INC 9,290 9,290
CITIGROUP INC NEW 3,166 3,166
CLOUDFLARE INC CL A 3,843 3,843
CME GROUP INC 2,018 2,018
COCA COLA CO 11,195 11,195
COGNEX CORP 3,910 3,910
COLGATE PALMOLIVE CO 2,600 2,600
COMCAST CORP (NEW) CLASS A 8,078 8,078
COMPANHIA DE SANEMENTO BASI 3,433 3,433
COMPANIA DE MINAS BUENAVENTURA 1,013 1,013
COMPASS GROUP PLC SPD ADR 5,098 5,098
CONSOLIDATED EDISON INC. 4,861 4,861
CONSTELLATION BRANDS INC CL A 4,403 4,403
COSTCO WHOLESALE CORP NEW 9,130 9,130
CREDICORP LTD 1,221 1,221
CROWN CASTLE INC 5,426 5,426
CSL LTD 6,440 6,440
CUMMINS INC 1,454 1,454
D R HORTON INC 4,903 4,903
DAIICHI SANKYO CO LTD SPON ADR 1,836 1,836
DAIKIN INDS LTD UNSPON ADR 4,654 4,654
DAIMLER TRUCK HLDG AG ADR 2,240 2,240
DANAHER CORPORATION 6,901 6,901
DATADOG INC CL A 882 882
DBS GROUP HOLDINGS LTD SP 4,957 4,957
DEERE & CO 7,289 7,289
DELL TECHNOLOGIES INC CL C 4,062 4,062
DEUTSCHE POST AG SPONSORED ADR 2,666 2,666
DEUTSCHE TELEKOM AG 1 ORD 1ADS 4,296 4,296
DIAGEO PLC SPON ADR NEW 713 713
DIGITAL REALTY TRUST INC 2,005 2,005
DISCOVER FINCL SVCS 2,152 2,152
DNB ASA ADR 3,178 3,178
DOLLAR GEN CORP NEW COM 5,171 5,171
DOORDASH INC CL A 683 683
DR REDDY'S LABORATORIES LTD 3,933 3,933
E.ON SE 3,417 3,417
EAST JAPAN RY CO ADR 4,360 4,360
EATON CORP PLC SHS 5,336 5,336
EDP ENERGIAS DE PORTGUAL SA 1,391 1,391
ELEVANCE HEALTH INC 7,182 7,182
ELI LILLY & CO 12,073 12,073
EMERSON ELECTRIC CO 865 865
ENEL CHILE SA SPD ADR 1,148 1,148
ENEL SOCIETA PER AZIONI ADR 5,126 5,126
ENPHASE ENERGY 1,855 1,855
EQUINIX INC 5,240 5,240
ERSTE GROUP BANK AG SPONS ADR 4,531 4,531
ESSENTIAL UTILS INC 4,296 4,296
ESTEE LAUDER CO INC CL A 1,489 1,489
EVERSOURCE ENERGY COM 4,695 4,695
EXELON CORP 5,274 5,274
FAST RETAILING LTD UNSPON ADR 3,967 3,967
FERGUSON PLC 2,637 2,637
FERRARI N V 4,499 4,499
FIDELITY NATIONAL INFORMATION SE 1,561 1,561
FISERV INC COM 2,931 2,931
FLUTTER ENTMT PLC ADR 2,932 2,932
FOMENTO ECONOMICO MEXICANO 3,828 3,828
FORD MOTOR CO NEW 4,419 4,419
FUJIFILM HLDGS CORP ADR 4,268 4,268
FUJITSU LTD ADR NEW 2,430 2,430
GENERAC HLDGS INC COM 2,114 2,114
GENERAL MILLS INC 5,283 5,283
GENUINE PARTS CO 4,685 4,685
GERDAU S.A. ADR 3,994 3,994
GODADDY INC. 3,891 3,891
GSK PLC ADR 1,230 1,230
HALEON PLC ADR 4,664 4,664
HANG LUNG PPTYS LTD SPON ADR 2,679 2,679
HEINEKEN NV SPN ADR 1,876 1,876
HENDERSON LD DEV CO LTD SP ADR 4,067 4,067
HENNES & MAURITZ 1,144 1,144
HERMES INTL SCA UNSPON ADR 5,552 5,552
HEWLETT PACKARD ENTERPRISE 4,533 4,533
HEXAGON AB ADR 1,276 1,276
HILTON WORLDWIDE HLDGS INC 3,285 3,285
HITACHI 10 COM NEW ADR 5,172 5,172
HOME DEPOT INC 12,634 12,634
HONDA MOTOR COMPANY LTD ADR 4,801 4,801
HONG KONG EXCHANGES & CLEARING 5,400 5,400
HP INC COM 4,245 4,245
HSBC HOLDINGS PLC SPON ADR NEW 2,929 2,929
HUMANA INC 5,634 5,634
ICICI BANK LTD 5,100 5,100
ILL TOOL WORKS INC 1,983 1,983
IMPALA PLATINUM HLDGS LTD ADR 852 852
INDUSTRIA DE DISENO TEXTIL IND 4,907 4,907
INFOSYS LIMITED ADR 5,565 5,565
INTERCONTINENTAL EXCHANGE INC 5,437 5,437
INTUIT INC 6,617 6,617
INTUITIVE SURGICAL INC 6,634 6,634
J SAINSBURY PLC SPON ADR NEW 2,221 2,221
JAMES HARDIE INDS SE 2,655 2,655
JAPAN TOB INC 4,568 4,568
JB HUNT TRANS SERV 2,964 2,964
JERONIMO MARTINS GSPS 3,532 3,532
JOHNSON & JOHNSON 16,428 16,428
JPMORGAN CHASE & CO 14,751 14,751
KB FINANCIAL GRP INC SONS ADR 4,214 4,214
KDDI CORP UNSPON ADR 1,856 1,856
KE HLDGS INC SPONSORED ADS 3,993 3,993
KERING S A ADR NEW 4,669 4,669
KEURIG DR PEPPER INC COM 4,279 4,279
KEYSIGHT TECHNOLOGIES INC 4,961 4,961
KIMBERLY CLARK CORP 4,208 4,208
KLA CORPORATION 5,278 5,278
KNIGHT-SWIFT TRANSN HLDGS CL A 3,983 3,983
KONE OYJ ADR 2,449 2,449
KROGER CO 3,923 3,923
KUEHNE & NAGEL INTL AG ADR 4,373 4,373
L OREAL CO ADR 6,195 6,195
L3HARRIS TECHNOLOGIES INC 3,540 3,540
LAM RESEARCH CORPORATION 1,681 1,681
LAS VEGAS SANDS CORPORATION 3,798 3,798
LENNAR CORPORATION 1,267 1,267
LG DISPLAY CO LTD ADR 3,031 3,031
LI AUTO INC 816 816
LINDE PLC 8,155 8,155
LOCKHEED MARTIN CORP 7,297 7,297
LOGITECH INTL SA 4,255 4,255
LONDON STK EXCHANGE GROUP ADR 2,404 2,404
LUCID GROUP INC 1,004 1,004
LULULEMON ATHLETICA INC 1,602 1,602
LVMH MOET HENNESSY LOUIS VUITT 9,433 9,433
LYONDELLBASELL NV CL-A 4,235 4,235
MAGNA INTERNATIONAL INC 4,101 4,101
MARSH & MCLENNAN COS INC 6,123 6,123
MARTIN MARIETTA MATERIALS 676 676
MASTERCARD INC CL A 12,171 12,171
MCKESSON CORP 4,877 4,877
MEDTRONIC PLC SHS 5,984 5,984
MERCADOLIBRE INC 4,231 4,231
MERCK & CO INC NEW COM 11,761 11,761
METLIFE INCORPORATED 4,994 4,994
MICROCHIP TECHNOLOGY INC 4,707 4,707
MICRON TECH INC 4,798 4,798
MICROSOFT CORP 39,570 39,570
MODERNA INC 2,694 2,694
MOLSON COORS BEVERAGE CO CL B 1,649 1,649
MONGODB INC CL A 3,149 3,149
MONSTER BEVERAGE CORP NEW COM 4,873 4,873
MOODYS CORP 5,015 5,015
MOTOROLA SOLUTIONS INC 4,896 4,896
MOWI ASA ADR 1,069 1,069
MSCI INC COM 4,652 4,652
MURATA MANUFACTURING CO LTD 4,531 4,531
NASDAQ INC COM 2,577 2,577
NASPERS LTD ADR 5,909 5,909
NETAPP INC COM 3,604 3,604
NETFLIX INC 8,257 8,257
NEWCREST MINING LTD SPONS ADR 3,401 3,401
NIDEC CORP 700 700
NINTENDO CO LTD ADR NEW 2,668 2,668
NIO INC SPON ADS 1,190 1,190
NIPPON TELEGRAPH&TELEPHONE ADS 2,853 2,853
NORDEA BANK ABP SPON ADR 5,074 5,074
NOVARTIS AG ADR 3,901 3,901
NOVO NORDISK A/S ADR 10,286 10,286
NUTRIEN LTD 4,747 4,747
NVIDIA CORPORATION 13,299 13,299
O'REILLY AUTOMOTIVE INC NEW 5,908 5,908
OKTA, INC CL A 3,621 3,621
OLD DOMINION FREIGHT LINE 4,540 4,540
ORSTED A/S USP ADR 3,594 3,594
OVERSEA-CHINESE BKG CORP LTD 4,414 4,414
PARKER HANNIFIN CORP 3,492 3,492
PAYCHEX INC 1,502 1,502
PAYPAL HLDGS INC COM 3,988 3,988
PEPSICO INC NC 10,659 10,659
PFIZER INC 10,453 10,453
PING AN INSURANCE ADR 5,188 5,188
PINTEREST INC CL A 1,165 1,165
PLUG POWER INC 915 915
PROGRESSIVE CORP OHIO 5,837 5,837
PROLOGIS INC COM 1,127 1,127
PROSUS N V SPONSORED ADR 6,122 6,122
PRUDENTIAL PLC ADR 3,875 3,875
PT BK MANDIRI PERSERO TBK UNSP 3,966 3,966
PUBLIC STORAGE 4,763 4,763
QBE INSURANCE GROUP LTD ADR 4,390 4,390
QUALCOMM INC 2,419 2,419
RAYTHEON TECHNOLOGIES CORP 7,973 7,973
REALTY INCOME CORP 2,791 2,791
RECKITT BENCKISER PLC SPNS ADR 1,370 1,370
RECRUIT HOLDINGS CO. LTD. ADR 5,027 5,027
RED ELECTRICA CORPORACION SA 2,291 2,291
REGENERON PHARMACEUTICALS INC 2,164 2,164
RELX PLC SPONSORED ADR 776 776
REPUBLIC SERVICES INC 4,128 4,128
RIVIAN AUTOMOTIVE INC CL A 922 922
RLX TECHNOLOGY INC ADR 1,881 1,881
ROCHE HOLDINGS ADR 10,218 10,218
ROPER TECHNOLOGIES, INC. 5,185 5,185
ROYAL BANK OF CANADA 7,240 7,240
S&P GLOBAL INC COM 7,034 7,034
SALESFORCE INC 7,558 7,558
SAP AG 2,477 2,477
SCHNEIDER ELEC SA UNSP ADR 5,887 5,887
SEAGATE TECHNOLOGY HLDNGS PLC 4,051 4,051
SEEK LTD ADR UNSPON 3,637 3,637
SEIKO EPSON CORP SUWA UNSP ADR 898 898
SERVICENOW INC 4,659 4,659
SHAW COMMUNIC INC CL B NV 2,705 2,705
SHERWIN WILLIAMS COMPANY OHIO 4,272 4,272
SHINHAN FINANCIAL GROUP CO LTD 4,162 4,162
SHOPIFY INC 4,755 4,755
SIEMENS AKTIENGESELLSCHAFT 7,125 7,125
SIMON PPTY GROUP INC 4,817 4,817
SMURFIT KAPPA GROUP PLC ADR 3,209 3,209
SNOWFLAKE INC CL A 4,450 4,450
SOCIEDAD QUIMICA Y MINERA ADS 3,114 3,114
SOFTBANK CORP UNSPONS ADR 4,823 4,823
SONIC HEALTHCARE LTD 1,179 1,179
SONY GROUP CORPORATION ADR 3,814 3,814
SPARK NEW ZEALAND LTD 2,220 2,220
STATE STREET CORP 1,707 1,707
STEEL DYNAMICS INC 6,155 6,155
STMICROELECTRONICS NV 1,885 1,885
STORA ENSO SP ADR SER R 1,024 1,024
STRYKER CORP 4,890 4,890
SUMITOMO METAL MINING CO LTD 4,602 4,602
SWISS RE LTD SPONSORED ADR 1,753 1,753
SYNCHRONY FINANCIAL 3,910 3,910
T-MOBILE US INC COM 5,880 5,880
TAIWAN SMCNDCTR MFG CO LTD ADR 11,025 11,025
TDK CP ADR NEW 3,943 3,943
TE CONNECTIVITY LTD NEW 4,592 4,592
TELEDYNE TECH INC 3,999 3,999
TERNA RETE ELETTRICA NAZIONALE 3,734 3,734
TESLA INC 2,956 2,956
TEVA PHARMACEUTICALS ADR 1,204 1,204
TEXAS INSTRUMENTS 7,765 7,765
TEXAS PACIFIC LAND CORPORATION 4,688 4,688
THERMO FISHER SCIENTIFIC 2,753 2,753
THOMSON REUTERS CORP 4,449 4,449
TJX COS INC NEW 6,607 6,607
TOKI MARINE HOLDING INS ADR 2,186 2,186
TORONTO DOM BK NEW 6,865 6,865
TRADE DESK INC CLASS A 1,121 1,121
TRANE TECHNOLOGIES PLC 4,707 4,707
TRANSDIGM GROUP INC 5,037 5,037
TRIMBLE INC 1,770 1,770
TRIP COM GROUP LTD ADR 2,511 2,511
TWILIO INC CL A 783 783
U S BANKCORP COM NEW 5,233 5,233
UBS GROUP AG SHS 5,750 5,750
ULTA BEAUTY INC 4,691 4,691
UNICHARM CORP UNSPON ADR 1,721 1,721
UNILEVER PLC (NEW) ADS 7,452 7,452
UNITED UTILITIES GROUP PLC 4,007 4,007
UNITEDHEALTH GP INC 17,496 17,496
UNITY SOFTWARE INC 1,029 1,029
UPM KYMMENE CORP ADR 4,436 4,436
UTD MICROELECTR CP SP ADR NEW 4,022 4,022
VEOLIA ENVIRONMENT 3,330 3,330
VERISIGN INC 4,725 4,725
VERTEX PHARMACEUTICALS 2,888 2,888
VICI PROPERTIES INC 4,601 4,601
VINCI SA ADR 1,942 1,942
VISA INC CL A 13,297 13,297
VMWARE INC CLASS A 1,228 1,228
VULCAN MATERIALS CO 1,751 1,751
WABTEC CORP 1,797 1,797
WAL-MART DE MEXICO SA SPON ADR 3,817 3,817
WASTE MGMT INC (DELA) 5,177 5,177
WEIBO CORPORATION 5,373 5,373
WESTERN DIGITAL CORPORATION 3,534 3,534
WIPRO LTD ADS 4,064 4,064
WIX COM LTD 1,613 1,613
WOORI FINANCIAL GROUP INC ADR 3,882 3,882
YARA INTL ASA SPONS ADR 2,754 2,754
YUM BRANDS INC 4,867 4,867
YUM CHINA HLDNGS 2,569 2,569
ZEBRA TECH CL-A 4,359 4,359
ZURICH INSURANCE GRP LTD ADR 861 861

TY 2022 InvestmentsGovtObligationsSch
Name:
STOCKEL FAMILY FOUNDATION
EIN:
47-2317141
US Government Securities - End of Year Book Value:

193,097
US Government Securities - End of Year Fair Market Value:

193,097
State & Local Government Securities - End of Year Book Value:


0
State & Local Government Securities - End of Year Fair Market Value:


0


TY 2022 InvestmentsOtherSchedule2
Name:
STOCKEL FAMILY FOUNDATION
EIN:
47-2317141
Category/ Item Listed at Cost or FMV Book Value End of Year Fair Market Value
COOPER SQUARE LTD-CLASS B FMV 178,648 178,648
SEG PARTNERS OFFSHORE CLASS D FMV 714,968 714,968
BLACKSTONE REAL ESTATE INCOME TRUST, INC FMV 840,168 840,168
HP MILLENNIUM INTL CLASS HH FMV 909,851 909,851
CAPITOL PRIVATE OPPORTUNITIES III (PARALLEL) LP FMV 495,120 495,120
OHA CSF (OFFSHORE) FMV 465,730 465,730
PE PREMIER BLKSTONE GROWTH FMV 178,909 178,909
PE PREMIER BLACKSTONE SPVIII OFFSHORE FEEDER LP FMV 326,693 326,693
PE PREMIER OAKTREE XI OFFSHORE FMV 297,205 297,205
BLACKSTONE RE DEBT STRATEGIES III TE FEEDER LP FMV 49,894 49,894

TY 2022 OtherAssetsSchedule
Name:
STOCKEL FAMILY FOUNDATION
EIN:
47-2317141
Description Beginning of Year - Book Value End of Year - Book Value End of Year - Fair Market Value
DIVIDEND RECEIVABLE 3,551 3,932 3,932


TY 2022 OtherDecreasesSchedule
Name:
STOCKEL FAMILY FOUNDATION
EIN:
47-2317141
Description Amount
NET CHANGE IN UNREALIZED GAINS(LOSSES) 2,403,117


TY 2022 OtherExpensesSchedule
Name:
STOCKEL FAMILY FOUNDATION
EIN:
47-2317141
Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
INVESTMENT EXPENSES-OTHER 1,881 1,881   0


TY 2022 OtherIncomeSchedule2
Name:
STOCKEL FAMILY FOUNDATION
EIN:
47-2317141
Description Revenue And Expenses Per Books Net Investment Income Adjusted Net Income
K-1S-NON UBIT -5,975 -5,975 -5,975
K-1S- UBIT -253   -253
OTHER INVESTMENT INCOME 6,557 6,557 6,557


TY 2022 OtherProfessionalFeesSchedule
Name:
STOCKEL FAMILY FOUNDATION
EIN:
47-2317141
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
INVESTMENT MANAGEMENT 49,356 49,356   0
ADMINISTRATION 68,000 0   68,000
OTHER 334 0   334


TY 2022 TaxesSchedule
Name:
STOCKEL FAMILY FOUNDATION
EIN:
47-2317141
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
NET INVESTMENT EXCISE TAXES 23,000 0   0
STATE TAXES AND FILING FEES 250 0   250
FOREIGN 4,675 4,675   0