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
2023
Open to Public Inspection
For calendar year 2023, or tax year beginning 01-01-2023 , and ending 12-31-2023
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$16,668,336J 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) 1,000,000
2 Check right arrow.............
3 Interest on savings and temporary cash investments 1,141 1,141  
4 Dividends and interest from securities... 157,103 157,103  
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
201,333
b Gross sales price for all assets on line 6a 3,115,474
7 Capital gain net income (from Part IV, line 2)... 201,515
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
9,389 -2,580  
12 Total. Add lines 1 through 11........ 1,368,966 357,179  
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
9,020 0   7,770
c Other professional fees (attach schedule).... Click to see attachment
List of Attached Documents:
// Content
116,548 44,548   72,000
17 Interest...............        
18 Taxes (attach schedule) (see instructions)... Click to see attachment
List of Attached Documents:
// Content
5,413 5,363   50
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
3,770 1,546   2,224
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 134,751 51,457   82,044
25 Contributions, gifts, grants paid....... 669,700 669,700
26 Total expenses and disbursements. Add lines 24 and 25 804,451 51,457   751,744
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements 564,515
b Net investment income (if negative, enter -0-) 305,722
c Adjusted net income (if negative, enter -0-)...  
For Paperwork Reduction Act Notice, see instructions.
Cat. No. 11289X Form 990-PF (2023)
Form 990-PF (2023)
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......... 98,979 301,724 301,724
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) 193,097 Click to see attachment
List of Attached Documents:
// Content
117,244 		117,244
b Investments—corporate stock (attach schedule)....... 9,269,695 Click to see attachment
List of Attached Documents:
// Content
10,808,183 		10,808,183
c Investments—corporate bonds (attach schedule)....... 47,600 Click to see attachment
List of Attached Documents:
// Content
874,772 		874,772
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).......... 4,457,186 Click to see attachment
List of Attached Documents:
// Content
4,562,229 		4,562,229
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
3,932 		Click to see attachment
List of Attached Documents:
// Content
4,184 		Click to see attachment
List of Attached Documents:
// Content
4,184
16 Total assets (to be completed by all filers—see the
instructions. Also, see page 1, item I) 14,070,489 16,668,336 16,668,336
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........... 14,070,489 16,668,336
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)..... 14,070,489 16,668,336
30 Total liabilities and net assets/fund balances (see instructions). 14,070,489 16,668,336
Part III
Analysis of Changes in Net Assets or Fund Balances
1
Total net assets or fund balances at beginning of year—Part II, column (a), line 29 (must agree with end-of-year figure reported on prior year’s return) ...............
1
14,070,489
2
Enter amount from Part I, line 27a .....................
2
564,515
3
Other increases not included in line 2 (itemize) right arrowClick to see attachment
List of Attached Documents:
// Content
3
2,033,332
4
Add lines 1, 2, and 3 ..........................
4
16,668,336
5
Decreases not included in line 2 (itemize) right arrow
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
16,668,336
Form 990-PF (2023)
Form 990-PF (2023)
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 P 2023-01-02 2023-12-31
b MORGAN STANLEY P 2022-01-01 2023-12-31
c K-1'S- NON UBIT P 2022-01-01 2023-12-31
d CAPITAL GAINS DIVIDENDS P    
e
(e)
Gross sales price 		(f)
Depreciation allowed
(or allowable) 		(g)
Cost or other basis
plus expense of sale 		(h)
Gain or (loss)
(e) plus (f) minus (g)
a 1,583,665   1,613,569 -29,904
b 1,523,198   1,300,390 222,808
c 1,501     1,501
d 7,110     7,110
e
Complete only for assets showing gain in column (h) and owned by the foundation on 12/31/69 (l)
Gains (Col. (h) gain minus
col. (k), but not less than -0-) or
Losses (from col.(h))
(i)
F.M.V. as of 12/31/69 		(j)
Adjusted basis
as of 12/31/69 		(k)
Excess of col. (i)
over col. (j), if any
a       -29,904
b       222,808
c       1,501
d       7,110
e
2 Capital gain net income or (net capital loss) Bracket If gain, also enter in Part I, line 7
If (loss), enter -0- in Part I, line 7		 Bracket 2 201,515
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  
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 4,250
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 4,250
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 4,250
6 Credits/Payments:
a 2023 estimated tax payments and 2022 overpayment credited to 2023 6a 9,770
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 9,770
8 Enter any penalty for underpayment of estimated tax. Check here if Form 2220 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 5,520
11 Enter the amount of line 10 to be: Credited to 2024 estimated taxright arrow5,520 Refundedright arrow 11 0
Form 990-PF (2023)
Form 990-PF (2023)
Page 4
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 2023 or the taxable year beginning in 2023? 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. Click to see attachment
List of Attached Documents:
// Content
...............................
10
Yes
 
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 arrowHTTPS://WWW.STOCKELFF.ORG/
14
The books are in care ofright arrowTHE ORGANIZATION 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 2023, 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
Form 990-PF (2023)
Form 990-PF (2023)
Page 5
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 2023? .............
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 2023, did the foundation have any undistributed income (Part XII, lines 6d
and 6e) for tax year(s) beginning before 2023?....................
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 2023 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 2023.) .....................
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 2023? ..
4b
 
No
Form 990-PF (2023)
Form 990-PF (2023)
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 (LEFT NOV 2023)
1.00 		0 0 0
2444 WILSHIRE BLVD 622
SANTA MONICA,CA90403
ERIC STOCKEL SEE STATEMENT
1.00 		0 0 0
2444 WILSHIRE BLVD 622
SANTA MONICA,CA90403
DOUGLAS STOCKEL SEE STATEMENT
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 (2023)
Form 990-PF (2023)
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 72,000
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 (2023)
Form 990-PF (2023)
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
10,620,187
b
Average of monthly cash balances.......................
1b
230,199
c
Fair market value of all other assets (see instructions)................
1c
4,616,682
d
Total (add lines 1a, b, and c).........................
1d
15,467,068
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
15,467,068
4
Cash deemed held for charitable activities. Enter 1.5% (0.015) of line 3 (for greater amount, see
instructions) .............................
4
232,006
5
Net value of noncharitable-use assets. Subtract line 4 from line 3. ............
5
15,235,062
6
Minimum investment return. Enter 5% (0.05) of line 5................
6
761,753
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
761,753
2a
Tax on investment income for 2022 from Part V, line 5.......
2a
4,250
b
Income tax for 2022. (This does not include the tax from Part V.) ...
2b
 
c
Add lines 2a and 2b............................
2c
4,250
3
Distributable amount before adjustments. Subtract line 2c from line 1............
3
757,503
4
Recoveries of amounts treated as qualifying distributions................
4
12,000
5
Add lines 3 and 4............................
5
769,503
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
769,503
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
751,744
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
751,744
Form 990-PF (2023)
Form 990-PF (2023)
Page 9
Part XII
Undistributed Income (see instructions)
(a)
Corpus 		(b)
Years prior to 2022 		(c)
2022 		(d)
2023
1 Distributable amount for 2023 from Part X, line 7 769,503
2 Undistributed income, if any, as of the end of 2022:
a Enter amount for 2022 only....... 735,489
b Total for prior years:20 , 20, 20 0
3 Excess distributions carryover, if any, to 2022:
a From 2018......  
b From 2019......  
c From 2020......  
d From 2021......  
e From 2022......  
f Total of lines 3a through e ........ 0
4Qualifying distributions for 2023 from Part
XI, line 4: right arrow$ 751,744
a Applied to 2022, but not more than line 2a 735,489
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 2023 distributable amount..... 16,255
e Remaining amount distributed out of corpus 0
5 Excess distributions carryover applied to 2023. 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 2022. Subtract line
4a from line 2a. Taxable amount—see
instructions ............. 		0
f Undistributed income for 2023. Subtract
lines 4d and 5 from line 1. This amount must
be distributed in 2024 .......... 		753,248
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 2018 not
applied on line 5 or line 7 (see instructions) ... 		0
9 Excess distributions carryover to 2024.
Subtract lines 7 and 8 from line 6a ...... 		0
10 Analysis of line 9:
a Excess from 2019....  
b Excess from 2020....  
c Excess from 2021....  
d Excess from 2022....  
e Excess from 2023....  
Form 990-PF (2023)
Form 990-PF (2023)
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 2023, 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) 2023 (b) 2022 (c) 2021 (d) 2020
         
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
DOUGLAS 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 (2023)
Form 990-PF (2023)
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

24TH STREET THEATRE COMPANY

1117 W 24TH STREET
LOS ANGELES,CA90007 		NONE PC GENERAL/UNRESTRICTED 10,500

ACATE AMAZON CONSERVATION

PO BOX 15895
SAN FRANCISCO,CA94115 		NONE PC GENERAL/UNRESTRICTED 15,000

ATLANTA CHILDREN'S DAY SHELTER

PO BOX 54322
ATLANTA,GA30308 		NONE PC FAMILY SERVICES PROGRAM 35,000

CHARITIES AID FOUNDATION

225 REINEKERS LANE SUITE 375
ALEXANDRIA,VA22314 		NONE PC GENERAL/UNRESTRICTED 52,200

CHATTAHOOCHEE RIVER KEEPER

6020 RIVER VIEW ROAD BUILDING 7000
SUITE 100
SMYRNA,GA30126 		NONE PC SCHOLARSHIPS 24,000

CHEERFUL HELPERS CHILD AND FAMILY STUDY CENTER

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

CHILD DEVELOPMENT INSTITUTE

18050 VANOWEN ST
RESEDA,CA91335 		NONE PC DEVELOPMENTAL SCREENING PROGRAM 25,000

CITIZENS FOR LOS ANGELES WILDLIFE

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

CLIMATE MUSEUM

630 9TH AVENUE SUITE 1010
NEW YORK,NY10036 		NONE PC GENERAL/UNRESTRICTED 25,000

FRIENDS OF THE LOS ANGELES RIVER

570 W AVE 26 250
LOS ANGELES,CA90065 		NONE PC GENERAL/UNRESTRICTED 5,000

FURKIDS

5235 UNION HILL ROAD
CUMMING,GA30040 		NONE PC GENERAL/UNRESTRICTED 1,000

GRAND CANYON TRUST

2601 N FORT VALLEY RD
FLAGSTAFF,AZ86001 		NONE PC GENERAL/UNRESTRICTED 50,000

HEALTH IN HARMONY

PO BOX 96176
PORTLAND,OR97296 		NONE PC GENERAL/UNRESTRICTED 55,000

HORIZONS ATLANTA INC

505 10TH ST NW SUITE 3217
ATLANTA,GA30318 		NONE PC TRANSPORTATION SERVICES AND POOL RENTAL FEES 25,000

MONGABAYORG

1259 EL CAMINO REAL 150
MENLO PARK,CA94025 		NONE PC GENERAL/UNRESTRICTED 45,000

NORTH FULTON COMMUNITY CHARITIES

11270 ELKINS ROAD
ROSWELL,GA30076 		NONE PC HOMELESSNESS PREVENTION PROGRAM 30,000

RAINFOREST FOUNDATION US

50 COURT STREET SUITE 712
BROOKLYN,NY11201 		NONE PC FOREST MONITORING IN BRAZIL 50,000

SOCIAL GOOD FUND

PO BOX 5473
RICHMOND,CA94805 		NONE PC DATA GENERATION PROJECT 35,000

THE DRAKE HOUSE INC

10500 CLARA DR
ROSWELL,GA30075 		NONE PC FAMILY SUPPORT PROGRAM 30,000

THE JANE GOODALL INSTITUTE

1120 20TH ST NW 520S
WASHINGTON,DC20036 		NONE PC GENERAL/UNRESTRICTED 1,000

THE PHOENIX CONSERVANCY

PO BOX 977
PULLMAN,WA99163 		NONE PC INDEPENDENT AUDIT AND STRATEGIC PLAN 31,000

THE PHOENIX CONSERVANCY

PO BOX 977
PULLMAN,WA99163 		NONE PC MATCHING GRANT TOWARDS STAFF SALARIES 5,000

THE PHOENIX CONSERVANCY

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

THEATRE FOR A NEW AUDIENCE

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

VENICE FAMILY CLINIC

604 ROSE AVENUE
VENICE,CA90291 		NONE PC PEDIATRIC DENTAL PROGRAM 25,000
Total .................................right arrow 3a 669,700
bApproved for future payment
Total ................................. right arrow 3b 0
Form 990-PF (2023)
Form 990-PF (2023)
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 1,141  
4 Dividends and interest from securities ....     14 157,103  
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 -182 18 201,515  
9 Net income or (loss) from special events:          
10 Gross profit or (loss) from sales of inventory          
11 Other revenue:
aK-1S-NON UBIT 		    14 -11,369  
bK-1S- UBIT 525990 -31      
cOTHER INVESTMENT INCOME     14 8,789  
dRETURN OF GRANT         12,000
e
12 Subtotal. Add columns (b), (d), and (e) .. -213 357,179 12,000
13Total. Add line 12, columns (b), (d), and (e)..................
13
368,966
(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.)
11D RETURN OF GRANT
Form 990-PF (2023)
Form 990-PF (2023)
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 (2023)
Additional Data


Software ID:  
Software Version:  


Form 990PF - Special Condition Description:
Special Condition Description
Schedule B
(Form 990)
Department of the Treasury
Internal Revenue Service
Schedule of Contributors

Arrow Bullet Attach to Form 990, 990-EZ, or 990-PF.
Arrow Bullet Go to www.irs.gov/Form990 for the latest information.
OMB No. 1545-0047
2023
Name of the organization
STOCKEL FAMILY FOUNDATION
 
Employer identification number

47-2317141
Organization type (check one):
Filers of:
Section:
Form 990 or 990-EZ






Form 990-PF




Check if your organization is covered by the General Rule or a Special Rule.  
Note: Only a section 501(c)(7), (8), or (10) organization can check boxes for both the General Rule and a Special Rule. See instructions.
General Rule
Special Rules
......... Arrow Bullet $  
Caution: An organization that isn't covered by the General Rule and/or the Special Rules doesn't file Schedule B (Form 990,
990-EZ, or 990-PF), but it must answer “No” on Part IV, line 2, of its Form 990; or check the box on line H of its Form 990-EZ
or on its Form 990PF, Part I, line 2, to certify that it doesn't meet the filing requirements of Schedule B (Form 990,
990-EZ, or 990-PF).
For Paperwork Reduction Act Notice, see the Instructions
for Form 990, 990-EZ, or 990-PF.
Cat. No. 30613XSchedule B (Form 990) (2023)
Schedule B (Form 990) (2023) Page 2
Name of organization
STOCKEL FAMILY FOUNDATION
  		Employer identification number
47-2317141
Part I
Contributors
Contributors (see instructions). Use duplicate copies of Part I if additional space is needed.
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Total contributions		 (d)
Type of contribution
1
DOUGLAS STOCKEL
2444 WILSHIRE BLVD 622
 
SANTA MONICA, CA90403

$ 1,000,000


(Complete Part II for noncash contributions.)
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Total contributions		 (d)
Type of contribution
 
 
 
 

$  


(Complete Part II for noncash contributions.)
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Total contributions		 (d)
Type of contribution
 
 
 
 

$  


(Complete Part II for noncash contributions.)
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Total contributions		 (d)
Type of contribution
 
 
 
 

$  


(Complete Part II for noncash contributions.)
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Total contributions		 (d)
Type of contribution
 
 
 
 

$  


(Complete Part II for noncash contributions.)
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Total contributions		 (d)
Type of contribution
 
 
 
 

$  


(Complete Part II for noncash contributions.)
Schedule B (Form 990) (2023)
Schedule B (Form 990) (2023)
Page 3
Name of organization
STOCKEL FAMILY FOUNDATION
  		Employer identification number

47-2317141
Part II
Noncash Property (see instructions). Use duplicate copies of Part II if additional space is needed.
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
 
$    
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
 
$    
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
 
$    
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
 
$    
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
 
$    
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
 
$    
Schedule B (Form 990) (2023)
Schedule B (Form 990) (2023)
Page 4
Name of organization
STOCKEL FAMILY FOUNDATION
  		Employer identification number

47-2317141
Part III
Exclusively religious, charitable, etc., contributions to organizations described in section 501(c)(7), (8), or (10) that total more than $1,000 for the year from any one contributor. Complete columns (a) through (e) and the following line entry. For organizations completing Part III, enter the total of exclusively religious, charitable, etc., contributions of $1,000 or less for the year. (Enter this information once. See instructions.) Arrow Bullet$  
Use duplicate copies of Part III if additional space is needed.
(a)
No. from Part I		 (b) Purpose of gift (c) Use of gift (d) Description of how gift is held
 
(e) Transfer of gift
Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
 
 
     
 
(a)
No. from Part I		 (b) Purpose of gift (c) Use of gift (d) Description of how gift is held
 
(e) Transfer of gift
Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
 
 
     
 
(a)
No. from Part I		 (b) Purpose of gift (c) Use of gift (d) Description of how gift is held
 
(e) Transfer of gift
Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
 
 
     
 
(a)
No. from Part I		 (b) Purpose of gift (c) Use of gift (d) Description of how gift is held
 
(e) Transfer of gift
Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
 
 
     
 
Schedule B (Form 990) (2023)
Additional Data


Software ID:  
Software Version:  

TY 2023 AccountingFeesSchedule
Name:
STOCKEL FAMILY FOUNDATION
EIN:
47-2317141
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
ACCOUNTING 9,020 0   7,770

TY 2023 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 2023 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-1'S UBIT 2022-01 PURCHASED 2023-12     182 COST 0 -182  

TY 2023 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, 2023 AND JANUARY 1, 2022 FOR SHORT- TERM AND LONG- TERM TRANSACTIONS RESPECTIVELY. FOR SALES DATE, DECEMBER 31,2023 IS BEING SHOWN FOR BOTH SHORT AND LONG-TERM TRANSACTIONS. DETAILS OF INDIVIDUAL TRANSACTIONS ARE AVAILABLE UPON REQUEST.
DIRECTORS AND OFFICERS FORM 990-PF, PART VII ERIC STOCKEL SERVED AS A DIRECTOR AND SECRETARY FOR THE WHOLE YEAR AS WELL AS SERVED AS TREASURER THROUGH LATE NOVEMBER 2023. IN LATE NOVEMBER 2023, HE BECAME PRESIDENT AND STOP SERVING AS TREASURER.DOUGLAS STOCKEL SERVED AS A DIRECTOR FOR THE FULL YEAR AND SERVED AS VICE PRESIDENT THROUGH LATE NOVEMBER 2023. IN LATE NOVEMBER, HE BECAME TREASURER AND STOP SERVING AS VICE PRESIDENT.

TY 2023 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 50,400 50,400
JPM BUFFERED PLUS SPX 53,630 53,630
JPM BUFFERED PLUS SX5E 50,725 50,725
GS DUAL DIRECTIONAL TRIGGER PLUS SX5E 152,355 152,355
MS TRIGGER PLUS MXEA 50,410 50,410
GS TRUGGER JUMP SPX 322,009 322,009
MS TRIGGER JUMP SPX 53,553 53,553
BCS TRIGGER PLUS SX5E 141,690 141,690

TY 2023 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 563,724 563,724
AMAZON COM 455,820 455,820
AMERICAN EXPRESS CO 224,808 224,808
APPLE INC 616,096 616,096
BERKSHIRE HATHAWAY INC. CLASS B 499,324 499,324
EATON CORP PLC 240,820 240,820
FORTREA HOLDINGS INC 21,464 21,464
HOME DEPOT INC 202,732 202,732
LABORATORY CORP AMER HLDGS 139,783 139,783
MICROSOFT CORP 367,767 367,767
VERIZON COMMUNICATIONS (VZ) 91,498 91,498
BANK AMER 7.2500 SERS L (BAC.L) 20,596 20,596
WELLS FARGO 7.5 NON-CUM CL A 69,512 69,512
FT NASDAQ CYBERSECUR ETF 59,386 59,386
GLOBAL X US INF DEV ETF (PAVE) 26,569 26,569
INVESCO AEROSPACE & DEFENSE ETF 107,459 107,459
INVESCO BUILDING & CONSTRUCTION ETF 47,340 47,340
INVESCO S&P 500 HIGH DIVIDEND LOW VOLATILITY ETF 8,906 8,906
ISHARES GLOBAL INFRASTR ETF 23,525 23,525
ISHARES US AEROSPACE AND DEFENSE 63,300 63,300
ISHARES US FINANCIALS ETF 85,410 85,410
SCHWAB US DIVIDEND EQUITY ETF 83,743 83,743
SPDR S&P BANK ETF 46,020 46,020
JPMORGAN HEDGED EQUITY I (JHEQX) 58,519 58,519
FEDERATED HERMES GOVT OBL AVR (GOVXX) 350,986 350,986
ISHARES 20+ YR TREASU BOND ETF (TLT) 109,856 109,856
ISAHRES CORE MSCI EAFE ETF 231,029 231,029
ISHARES CORE MSCI EMERGING (IEMG) 65,602 65,602
ISHARES CORE S&P 500 ETF 138,035 138,035
ISHARES RUSSELL 1000 GROWTH INDEX FD 321,360 321,360
ISHARES RUSSELL 1000 VALUE INDEX FUND 64,778 64,778
ISHARES RUSSELL MIDCAP G ETF (IWP) 29,040 29,040
AMERICAN BD FD OF AMERICA F2 (ABNFX) 198,500 198,500
BLACKROCK TOTAL RET I 197,872 197,872
CAUSEWAY INTL VALUE INSTL 111,634 111,634
CLEARBRIDGE SMALL CAP GROWTH I (SBPYX) 28,022 28,022
EDGEWOOD GROWTH FUND INSTL 109,889 109,889
GOLDMAN SACHS GOG INTN OPP (GXIMX) 117,955 117,955
GQG PARTNERS EMRG MARKES EQ INS (GOGIX) 125,525 125,525
HARTFORD DIVIDEND & GROWTH I (HDGIX) 104,063 104,063
METROPOLIAN WEST TOT RET BD I (MWTIX) 239,227 239,227
NUANCE MID CAP VALUE INST (NMVLX) 55,363 55,363
OAKMARK FUND INSTITUTIONAL 49,035 49,035
PIMCO LOW DURATION INC 12 (PFTPX) 231,652 231,652
WASATCH SM CAP VALUE FUND ((WMCVX) 28,765 28,765
WESTERN ASSET CORE PLUS BOND PORTFOLIO 161,346 161,346
CITI DUAL DIRECTIONAL TRIGGER JUMP SX5E 119,800 119,800
GS BUFFERED PLUS ICLN 192,500 192,500
HSBC TRIGGER PLUS ON SPX 241,350 241,350
JPM TRIGGER PLUS SVX (SQDNU) 283,400 283,400
MC ENHANCED TRIGGER JUMP SPX (SPIOL) 180,923 180,923
MS TRIGGER JUMP SX5E (SQGJO) 384,930 384,930
MS TRIGGER PLUS SPX (SQDXR) 125,550 125,550
MS TRIGGER PLUS SX5E (SQGJS) 219,860 219,860
3I GROUP PLC UNSPONS ADR 2,762 2,762
AAC TECHNOLOGIES HLDG INC ADR 1,509 1,509
ABB LTD 6,825 6,825
ABBOTT LABORATORIES 10,126 10,126
ABBVIE INC COM 12,088 12,088
ADOBE INC 14,318 14,318
ADVANCED MICRO DEVICES 6,191 6,191
AEON CO LTD ADR 3,688 3,688
AFLAC INCORPORATED 2,475 2,475
AGNICO EAGLE MINES LTD 4,717 4,717
AGRICULTURAL BK CHINA LTD ADR 2,679 2,679
AIA GROUP LTD 3,346 3,346
AIR LIQUIDE ADR 5,292 5,292
AIR PROD & CHEM INC 4,107 4,107
AIRBNB INC CL A 2,178 2,178
AIRBUS SE UNSPONSORED ADR 6,369 6,369
AKAMAI TECHNOLOGIES INC 6,154 6,154
ALBEMARLE CORPORATION 1,156 1,156
ALEXANDRIA REAL ESTATE EQ INC 1,902 1,902
ALIBABA GROUP HLDG LTD 2,945 2,945
ALLIANZ SE ADR 7,510 7,510
ALTRIA GROUP INC 5,123 5,123
AMADEUS IT GROUP S.A ADR 1,577 1,577
AMBEV S A SPONSORED ADR 4,670 4,670
AMER INTL GP INC NEW 2,304 2,304
AMERICAN EXPRESS CO 8,243 8,243
AMERICAN TOWER CORP 5,397 5,397
AMERICAN WATER WORKS CO 5,016 5,016
AMGEN INC 8,065 8,065
AMPHENOL CORP NEW CL A 9,417 9,417
ANGLO AMERN PLATINUM LTD SPD ADR 3,049 3,049
ANZ GROUP HOLDINGS LTD 5,571 5,571
AON PLC CL A 1,746 1,746
APOLLO GLOBAL MGMT INC CL A 5,312 5,312
APPLIED MATERIALS INC 2,593 2,593
ARISTA NETWORKS INC 6,830 6,830
ASE TECHNOLOGY HLDG LTD 1,816 1,816
ASHTEAD GROUP PLC ADR 2,785 2,785
ASML HOLDING NV NY REG NEW 9,840 9,840
ASSA ABLOY AB UNSP ADR 1,080 1,080
ASSOC BRITISH FDS PLC ADR-NEW 2,897 2,897
ASTRAZENECA PLC ADR 9,564 9,564
AT&T INC 7,786 7,786
ATLAS COPCO AS A ADR A NEW 6,733 6,733
AUTOMATIC DATA PROCESSING INC 6,523 6,523
AUTOZONE INC 5,171 5,171
BAE SYS PLC SPON ADR 4,190 4,190
BALL CORP 1,323 1,323
BANCO BILBAO VIZ ARG SA ADS 6,095 6,095
BANCO BRADESCO S A NEW 1,323 1,323
BANCO SANTANDER CHILE 897 897
BANCOLOMBIA S.A. 4,954 4,954
BANK OF AMERICA CORP 11,650 11,650
BANK OF NOVA SCOTIA 3,067 3,067
BANK RAKYAT INDONESIA ADR 5,038 5,038
BARCLAYS PLC ADR 1,883 1,883
BAYERISCHE MOTOREN WERKE ADR 4,861 4,861
BCE INC 1,930 1,930
BEIERSDORF AG UNSPONS ADR 2,548 2,548
BLACKROCK INC 4,059 4,059
BOEING CO 4,692 4,692
BOLIDEN AB-UNSPONS ADR 5,180 5,180
BOOKING HOLDINGS INC 7,094 7,094
BOSTON SCIENTIFIC CORP 6,359 6,359
BRIDGESTONE CP ADR 5,116 5,116
BRISTOL MYERS SQUIBB CO 4,207 4,207
BROADCOM INC 16,744 16,744
BROOKFIELD RENEWABLE CORP CL A 5,038 5,038
CADENCE DESIGN SYSTEM 2,451 2,451
CAMPBELL SOUP 908 908
CANADIAN NATL RAILWAY CO 8,668 8,668
CAPITAL ONE FINANCIAL CORP 6,163 6,163
CARRIER GLOBAL CORPORATION 5,745 5,745
CBRE GROUP INC CL A 1,024 1,024
CDW CORPORATION 5,456 5,456
CGI INC CL A SUB VTG 5,039 5,039
CHARLES SCHWAB NEW 7,293 7,293
CHARTER COMMUNICATIONS INC 5,053 5,053
CHECK POINT SOFTWARE TECH LTD 1,222 1,222
CHINA CONSTRUCTION BANK CORP 6,062 6,062
CHINA MERCHANTS BK CO LTD 3,605 3,605
CHINA RES BEER HOLDING CO 2,970 2,970
CHUBB LTD 7,006 7,006
CHUNGHWA TELECOM LTD ADR 4,845 4,845
CHURCH & DWIGHT CO INC 1,891 1,891
CINTAS CORP 4,219 4,219
CISCO SYS INC 9,548 9,548
CLOUDFLARE INC CL A 6,245 6,245
CME GROUP INC 2,527 2,527
COMCAST CORP (NEW) CLASS A 9,384 9,384
COMPAGNIE FIN RICHEMONTAG ADR 1,155 1,155
COMPANHIA DE SANEMENTO BASI 5,087 5,087
COMPASS GROUP PLC SPD ADR 5,417 5,417
CONAGRA BRANDS INC 1,118 1,118
CONSOLIDATED EDISON INC. 6,186 6,186
CONSTELLATION BRANDS INC CL A 5,077 5,077
COPART INC 882 882
CORNING INC 4,446 4,446
COSTCO WHOLESALE CORP NEW 13,202 13,202
CREDICORP LTD 900 900
CRH PLC 1,176 1,176
CROWN CASTLE INC 6,335 6,335
CSL LTD 6,944 6,944
CSX CORP 6,761 6,761
CUMMINS INC 1,437 1,437
D R HORTON INC 7,143 7,143
DAIICHI SANKYO CO LTD SPON ADR 879 879
DAIMLER TRUCK HLDG AG ADR 2,725 2,725
DAIWA HOUSE IND LTD 1,667 1,667
DANAHER CORPORATION 6,940 6,940
DATADOG INC CL A 5,098 5,098
DBS GROUP HOLDINGS LTD SP 5,572 5,572
DEERE & CO 6,798 6,798
DELL TECHNOLOGIES INC CL C 7,268 7,268
DENSO CORP LTD 4,375 4,375
DEUTSCHE POST AG SPONSORED ADR 3,221 3,221
DEUTSCHE TELEKOM AG 1 ORD 1ADS 4,253 4,253
DNB ASA ADR 2,212 2,212
DOLLAR GEN CORP NEW COM 2,991 2,991
DOLLAR TREE INC 1,563 1,563
DOORDASH INC CL A 890 890
DR REDDY'S LABORATORIES LTD 4,731 4,731
E.ON SE 5,114 5,114
EAST JAPAN RY CO ADR 4,901 4,901
EATON CORP PLC SHS 7,465 7,465
ECOLAB 6,149 6,149
EDP ENERGIAS DE PORTGUAL SA 956 956
ELEVANCE HEALTH INC 5,659 5,659
ELI LILLY & CO 19,236 19,236
EMERSON ELECTRIC CO 876 876
ENEL CHILE SA SPD ADR 4,332 4,332
EQUINIX INC 6,443 6,443
ERSTE GROUP BANK AG SPONS ADR 5,031 5,031
ESSENTIAL UTILS INC 2,278 2,278
EVERSOURCE ENERGY COM 2,592 2,592
EXELON CORP 2,190 2,190
EXPEDIA GROUP INC 1,366 1,366
FERGUSON PLC 4,054 4,054
FERRARI N V 6,430 6,430
FISERV INC COM 3,852 3,852
FLUTTER ENTMT PLC ADR 3,800 3,800
FOMENTO ECONOMICO MEXICANO 5,214 5,214
FORD MOTOR CO NEW 1,694 1,694
FUJIFILM HLDGS CORP ADR 7,933 7,933
GENERAL MILLS INC 4,820 4,820
GENUINE PARTS CO 3,740 3,740
GERDAU S.A. ADR 1,130 1,130
GILEAD SCIENCE 1,215 1,215
GODADDY INC. 5,626 5,626
GOLD FIELD LTD 1,388 1,388
GSK PLC ADR 1,964 1,964
HALEON PLC ADR 4,650 4,650
HALMA PLC 932 932
HEINEKEN HOLDING NV-SPN ADR 3,004 3,004
HEINEKEN NV SPN ADR 4,012 4,012
HERMES INTL SCA UNSPON ADR 7,631 7,631
HEWLETT PACKARD ENTERPRISE 5,111 5,111
HEXAGON AB ADR 2,244 2,244
HILTON WORLDWIDE HLDGS INC 4,734 4,734
HITACHI 10 COM NEW ADR 6,925 6,925
HOME DEPOT INC 19,753 19,753
HP INC COM 5,386 5,386
HSBC HOLDINGS PLC SPON ADR NEW 8,513 8,513
HUMANA INC 5,036 5,036
ICICI BANK LTD 10,513 10,513
ILL TOOL WORKS INC 6,810 6,810
INDUSTRIAL & COML BANK CHINA ADR 5,186 5,186
INFOSYS LIMITED ADR 6,984 6,984
INTEL CORP 5,930 5,930
INTERCONTINENTAL EXCHANGE INC 6,807 6,807
INTUIT INC 10,000 10,000
INTUITIVE SURGICAL INC 7,759 7,759
JABIL CIRCUIT INC 4,459 4,459
JAMES HARDIE INDS SE 6,033 6,033
JAPAN TOB INC 5,300 5,300
JB HUNT TRANS SERV 999 999
JD COM INC 4,709 4,709
JERONIMO MARTINS GSPS 4,530 4,530
JOHNSON & JOHNSON 12,226 12,226
JPMORGAN CHASE & CO 18,541 18,541
KANZHUN LIMITED SPONSORED 1,030 1,030
KB FINANCIAL GRP INC SONS ADR 4,758 4,758
KDDI CORP UNSPON ADR 1,957 1,957
KE HLDGS INC SPONSORED ADS 4,636 4,636
KENVUE INC 1,873 1,873
KEURIG DR PEPPER INC COM 5,365 5,365
KEYSIGHT TECHNOLOGIES INC 6,045 6,045
KIMBERLY CLARK CORP 4,374 4,374
KLA CORPORATION 6,976 6,976
KNIGHT-SWIFT TRANSN HLDGS CL A 4,266 4,266
KONE OYJ ADR 2,769 2,769
KRAFT HEINZ CO COM 5,547 5,547
KT CORP SPON ADR 3,992 3,992
KUEHNE & NAGEL INTL AG ADR 5,371 5,371
KYOCERA CP ADR 5,093 5,093
L Y CORPORATION ADR 5,373 5,373
L3HARRIS TECHNOLOGIES INC 2,106 2,106
LAM RESEARCH CORPORATION 3,133 3,133
LAS VEGAS SANDS CORPORATION 3,888 3,888
LG DISPLAY CO LTD ADR 2,044 2,044
LI AUTO INC 1,497 1,497
LINDE PLC 9,857 9,857
LOCKHEED MARTIN CORP 7,252 7,252
LOGITECH INTL SA 5,496 5,496
LONDON STK EXCHANGE GROUP ADR 3,103 3,103
LONGFOR GROUP HOLDINGS LTD ADR 912 912
LOWES COMPANIES INC 4,896 4,896
LVMH MOET HENNESSY LOUIS VUITT 10,697 10,697
LYONDELLBASELL NV CL-A 4,659 4,659
MAGNA INTERNATIONAL INC 3,486 3,486
MARSH & MCLENNAN COS INC 6,631 6,631
MARTIN MARIETTA MATERIALS 1,996 1,996
MASTERCARD INC CL A 14,501 14,501
MCKESSON CORP 6,019 6,019
MERCADOLIBRE INC 7,858 7,858
MERCK & CO INC NEW COM 13,191 13,191
METLIFE INCORPORATED 1,918 1,918
MICROCHIP TECHNOLOGY INC 5,772 5,772
MICRON TECH INC 7,510 7,510
MICROSOFT CORP 77,088 77,088
MOLSON COORS BEVERAGE CO CL B 1,959 1,959
MONGODB INC CL A 8,995 8,995
MONSTER BEVERAGE CORP NEW COM 5,588 5,588
MOODYS CORP 6,640 6,640
MORGAN STANLEY 3,264 3,264
MOWI ASA ADR 1,541 1,541
MSCI INC COM 5,657 5,657
MURATA MANUFACTURING CO LTD 7,356 7,356
NASPERS LTD ADR 5,747 5,747
NATURA & CO HOLDINGS SA ADR 3,324 3,324
NETAPP INC COM 5,290 5,290
NETEASE.COM INC ADS 1,397 1,397
NETFLIX INC 11,685 11,685
NINTENDO CO LTD ADR NEW 6,534 6,534
NIPPON TELEGRAPH&TELEPHONE ADS 3,077 3,077
NISSAN MOTOR CO LTD 896 896
NORDEA BANK ABP SPON ADR 5,382 5,382
NOVARTIS AG ADR 9,895 9,895
NOVO NORDISK A/S ADR 13,966 13,966
NUTRIEN LTD 901 901
NVIDIA CORPORATION 40,113 40,113
O'REILLY AUTOMOTIVE INC NEW 5,700 5,700
OKTA, INC CL A 4,798 4,798
OLD DOMINION FREIGHT LINE 5,675 5,675
ORIENTAL LD CO LTD 3,054 3,054
ORKLA ADR A SHS 4,045 4,045
OVERSEA-CHINESE BKG CORP LTD 4,790 4,790
PACCAR INC 977 977
PACKAGING CORP AMER 977 977
PARKER HANNIFIN CORP 5,528 5,528
PAYCHEX INC 834 834
PFIZER INC 6,103 6,103
PING AN INSURANCE ADR 5,432 5,432
PINTEREST INC CL A 5,667 5,667
PROGRESSIVE CORP OHIO 6,849 6,849
PROLOGIS INC COM 1,733 1,733
PROSUS N V SPONSORED ADR 5,115 5,115
PRUDENTIAL FINANCIAL INC 1,037 1,037
PRUDENTIAL PLC ADR 1,010 1,010
PT BK MANDIRI PERSERO TBK UNSP 959 959
PULTE GROUP INC 2,890 2,890
QBE INSURANCE GROUP LTD ADR 4,548 4,548
QUALCOMM INC 1,880 1,880
RECKITT BENCKISER PLC SPNS ADR 4,394 4,394
RECRUIT HOLDINGS CO. LTD. ADR 2,698 2,698
REGENERON PHARMACEUTICALS INC 2,635 2,635
RELIANCE STEEL & ALUM CO 4,755 4,755
RELX PLC SPONSORED ADR 1,229 1,229
RENAULT S A ADR 2,136 2,136
REPUBLIC SERVICES INC 3,628 3,628
ROPER TECHNOLOGIES, INC. 5,997 5,997
ROSS STORES INC 1,937 1,937
RTX CORPORATION 7,068 7,068
S&P GLOBAL INC COM 8,810 8,810
SALESFORCE INC 13,683 13,683
SANDOZ GROUP AG ADR 611 611
SANDS CHINA LTD 2,663 2,663
SANOFI ADR 2,884 2,884
SAP AG 3,710 3,710
SCHNEIDER ELEC SA UNSP ADR 7,952 7,952
SEAGATE TECHNOLOGY HLDNGS PLC 5,549 5,549
SEEK LTD ADR UNSPON 5,508 5,508
SERVICENOW INC 9,184 9,184
SHERWIN WILLIAMS COMPANY OHIO 5,614 5,614
SHIN ETSU CHEM CO LTD ADR 5,393 5,393
SHINHAN FINANCIAL GROUP CO LTD 5,971 5,971
SHOPIFY INC 10,672 10,672
SIEMENS AKTIENGESELLSCHAFT 8,916 8,916
SIMON PPTY GROUP INC 5,991 5,991
SMURFIT KAPPA GROUP PLC ADR 3,171 3,171
SNAP INC. CL A 1,422 1,422
SNOWFLAKE INC CL A 6,766 6,766
SONY GROUP CORPORATION ADR 7,859 7,859
STATE STREET CORP 1,704 1,704
STEEL DYNAMICS INC 5,433 5,433
STMICROELECTRONICS NV 2,657 2,657
STRYKER CORP 6,588 6,588
SUMITOMO METAL MINING CO LTD 7,258 7,258
SUN HUNG KAI PPTYS LTD 2,877 2,877
SUN LIFE FINANCIAL SERVICES 2,645 2,645
SUNNY OPTICAL TECH GROUP CO 2,178 2,178
SUPER MICRO COMPUTER INC 1,706 1,706
SWISS RE LTD SPONSORED ADR 2,107 2,107
T-MOBILE US INC COM 6,734 6,734
TAIWAN SMCNDCTR MFG CO LTD ADR 17,680 17,680
TARGET CORPORATION 3,703 3,703
TDK CP ADR NEW 5,527 5,527
TE CONNECTIVITY LTD NEW 5,901 5,901
TECHNOTRONIC INC LTD SPONS ADR 1,072 1,072
TELEDYNE TECH INC 2,678 2,678
TERNA RETE ELETTRICA NAZIONALE 4,231 4,231
TESLA INC 18,388 18,388
TEVA PHARMACEUTICALS ADR 2,401 2,401
THE CIGNA GROUP 5,989 5,989
THOMSON REUTERS CORP 5,703 5,703
TJX COS INC NEW 7,411 7,411
TOKI MARINE HOLDING INS ADR 2,553 2,553
TORONTO DOM BK NEW 3,102 3,102
TRADE DESK INC CLASS A 2,878 2,878
TRANE TECHNOLOGIES PLC 6,341 6,341
TRANSDIGM GROUP INC 7,081 7,081
TREASURY WINE ESTATES LTD ADR 956 956
TRIMBLE INC 2,075 2,075
TRIP COM GROUP LTD ADR 2,629 2,629
TRUIST FINANCIAL CORP 1,735 1,735
TURKCELL ILETISM HIZM 1,717 1,717
TWILIO INC CL A 5,159 5,159
UBS GROUP AG SHS 7,910 7,910
ULTA BEAUTY INC 4,410 4,410
UNICHARM CORP UNSPON ADR 955 955
UNITED UTILITIES GROUP PLC 4,349 4,349
UNITEDHEALTH GP INC 20,006 20,006
UPM KYMMENE CORP ADR 1,580 1,580
UTD MICROELECTR CP SP ADR NEW 5,237 5,237
VERISIGN INC 4,737 4,737
VERIZON COMMUNICATIONS 8,822 8,822
VERTEX PHARMACEUTICALS 4,069 4,069
VICI PROPERTIES INC 3,507 3,507
VINCI SA ADR 3,328 3,328
VISA INC CL A 16,142 16,142
VULCAN MATERIALS CO 908 908
WABTEC CORP 2,284 2,284
WAL-MART DE MEXICO SA SPON ADR 4,258 4,258
WALGREENS BOOTS ALLIANCE INC 2,794 2,794
WASTE MGMT INC (DELA) 6,448 6,448
WELLTOWER INC 5,591 5,591
WESTERN DIGITAL CORPORATION 3,404 3,404
WESTLAKE CORPORATION 980 980
WHEATON PRECIOUS METALS CORP 2,664 2,664
WIPRO LTD ADS 5,319 5,319
WIX COM LTD 3,937 3,937
WOORI FINANCIAL GROUP INC ADR 3,113 3,113
YUM BRANDS INC 4,834 4,834
ZSCALER, INC 1,772 1,772
ZURICH INSURANCE GRP LTD ADR 1,880 1,880

TY 2023 InvestmentsGovtObligationsSch
Name:
STOCKEL FAMILY FOUNDATION
EIN:
47-2317141
US Government Securities - End of Year Book Value:

117,244
US Government Securities - End of Year Fair Market Value:

117,244
State & Local Government Securities - End of Year Book Value:


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


0


TY 2023 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 176,745 176,745
SEG PARTNERS OFFSHORE CLASS D FMV 751,591 751,591
BLACKSTONE REAL ESTATE INCOME TRUST, INC FMV 798,583 798,583
HP MILLENNIUM INTL CLASS HH FMV 983,525 983,525
CAPITOL PRIVATE OPPORTUNITIES III (PARALLEL) LP FMV 489,165 489,165
OHA CSF (OFFSHORE) FMV 377,448 377,448
PE PREMIER BLKSTONE GROWTH FMV 169,591 169,591
PE PREMIER BLACKSTONE SPVIII OFFSHORE FEEDER LP FMV 293,821 293,821
PE PREMIER OAKTREE XI OFFSHORE FMV 491,696 491,696
BLACKSTONE RE DEBT STRATEGIES III TE FEEDER LP FMV 30,064 30,064

TY 2023 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 3,932 4,184 4,184


TY 2023 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 1,546 1,546   0
GRANT EXPENSES-OTHER 45 0   45
POSTAGE 29 0   29
DUES 2,150 0   2,150


TY 2023 OtherIncomeSchedule2
Name:
STOCKEL FAMILY FOUNDATION
EIN:
47-2317141
Description Revenue And Expenses Per Books Net Investment Income Adjusted Net Income
K-1S-NON UBIT -11,369 -11,369 -11,369
K-1S- UBIT -31   -31
OTHER INVESTMENT INCOME 8,789 8,789 8,789
RETURN OF GRANT 12,000   12,000


TY 2023 OtherIncreasesSchedule
Name:
STOCKEL FAMILY FOUNDATION
EIN:
47-2317141
Description Amount
NET CHANGE IN UNREALIZED GAINS(LOSSES) 2,033,332


TY 2023 OtherProfessionalFeesSchedule
Name:
STOCKEL FAMILY FOUNDATION
EIN:
47-2317141
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
INVESTMENT MANAGEMENT 44,548 44,548   0
ADMINISTRATION 72,000 0   72,000


TY 2023 SubstantialContributorsSch
Name:
STOCKEL FAMILY FOUNDATION
EIN:
47-2317141
Name Address
DOUGLAS STOCKEL 2444 WILSHIRE BLVD 622
SANTA MONICA,CA90403


TY 2023 TaxesSchedule
Name:
STOCKEL FAMILY FOUNDATION
EIN:
47-2317141
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
STATE TAXES AND FILING FEES 50 0   50
FOREIGN 5,363 5,363   0