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
STUTZMAN FAMILY FOUNDATION
 
Number and street (or P.O. box number if mail is not delivered to street address)999 VANDERBILT BEACH RD 704
  Room/suite
City or town, state or province, country, and ZIP or foreign postal code
NAPLES, FL34108
A Employer identification number

34-7218543
B Telephone number (see instructions)

(239) 919-5503
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$25,959,440J 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      
4 Dividends and interest from securities... 616,836 614,766  
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 375,211
b Gross sales price for all assets on line 6a 7,462,949
7 Capital gain net income (from Part IV, line 2)... 373,191
8 Net short-term capital gain.........  
9 Income modifications...........  
10a Gross sales less returns and allowances  
b Less: Cost of goods sold....  
c Gross profit or (loss) (attach schedule).....    
11 Other income (attach schedule).......      
12 Total. Add lines 1 through 11........ 992,047 987,957  
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 116,722 58,361   58,361
14 Other employee salaries and wages......        
15 Pension plans, employee benefits.......        
16a Legal fees (attach schedule)......... Click to see attachment
List of Attached Documents:
// Content
5,000 2,500   2,500
b Accounting fees (attach schedule)....... Click to see attachment
List of Attached Documents:
// Content
7,665 3,833   3,832
c Other professional fees (attach schedule).... Click to see attachment
List of Attached Documents:
// Content
253,399 252,869   0
17 Interest...............        
18 Taxes (attach schedule) (see instructions)... Click to see attachment
List of Attached Documents:
// Content
20,433 10,151   0
19 Depreciation (attach schedule) and depletion...      
20 Occupancy..............        
21 Travel, conferences, and meetings.......        
22 Printing and publications..........        
23 Other expenses (attach schedule)....... Click to see attachment
List of Attached Documents:
// Content
189 189   0
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 403,408 327,903   64,693
25 Contributions, gifts, grants paid....... 870,215 870,215
26 Total expenses and disbursements. Add lines 24 and 25 1,273,623 327,903   934,908
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements -281,576
b Net investment income (if negative, enter -0-) 660,054
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......... 334,506 232,622 232,622
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) 5,296,423 Click to see attachment
List of Attached Documents:
// Content
5,385,679 		5,035,697
b Investments—corporate stock (attach schedule)....... 13,519,812 Click to see attachment
List of Attached Documents:
// Content
13,458,823 		18,019,812
c Investments—corporate bonds (attach schedule)....... 2,772,658 Click to see attachment
List of Attached Documents:
// Content
2,564,888 		2,500,968
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).......... 170,530 Click to see attachment
List of Attached Documents:
// Content
170,341 		170,341
14 Land, buildings, and equipment: basis right arrow  
Less: accumulated depreciation (attach schedule) right arrow        
15 Other assets (describe right arrow)      
16 Total assets (to be completed by all filers—see the
instructions. Also, see page 1, item I) 22,093,929 21,812,353 25,959,440
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...........    
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........ 0 0
27 Paid-in or capital surplus, or land, bldg., and equipment fund 0 0
28 Retained earnings, accumulated income, endowment, or other funds 22,093,929 21,812,353
29 Total net assets or fund balances (see instructions)..... 22,093,929 21,812,353
30 Total liabilities and net assets/fund balances (see instructions). 22,093,929 21,812,353
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
22,093,929
2
Enter amount from Part I, line 27a .....................
2
-281,576
3
Other increases not included in line 2 (itemize) right arrow
3
0
4
Add lines 1, 2, and 3 ..........................
4
21,812,353
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
21,812,353
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 PUBLICLY TRADED SECURITIES P    
b CAPITAL GAINS DIVIDENDS P    
c
d
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 7,460,370   7,089,758 370,612
b 2,579     2,579
c
d
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       370,612
b       2,579
c
d
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 2 373,191
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 9,175
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 9,175
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 9,175
6 Credits/Payments:
a 2023 estimated tax payments and 2022 overpayment credited to 2023 6a 12,400
b Exempt foreign organizations—tax withheld at source...... 6b 0
c Tax paid with application for extension of time to file (Form 8868)... 6c 0
d Backup withholding erroneously withheld .......... 6d 0
7 Total credits and payments. Add lines 6a through 6d.............. 7 12,400
8 Enter any penalty for underpayment of estimated tax. Check here if Form 2220 is attached. 8 17
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 3,208
11 Enter the amount of line 10 to be: Credited to 2024 estimated taxright arrow3,208 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
 
No
b
If "Yes," has it filed a tax return on Form 990-T for this year?...................
4b
 
 
5
Was there a liquidation, termination, dissolution, or substantial contraction during the year?.........
5
 
No
If "Yes," attach the statement required by General Instruction T.
6
Are the requirements of section 508(e) (relating to sections 4941 through 4945) satisfied either:
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 arrowFL
b
If the answer is "Yes" to line 7, has the foundation furnished a copy of Form 990-PF to the Attorney
General (or designate) of each state as required by General Instruction G? If "No," attach explanation .
8b
Yes
 
9
Is the foundation claiming status as a private operating foundation within the meaning of section 4942(j)(3)
or 4942(j)(5) for calendar year 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. ...............................
10
 
No
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 arrowBNY MELLON NA Telephone no.right arrow (239) 919-5503

Located atright arrowPO BOX 185PITTSBURGHPA ZIP+4right arrow152300185
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)
Yes
 
(5) Transfer any income or assets to a disqualified person (or make any of either available
for the benefit or use of a disqualified person)? ......................
1a(5)
 
No
(6) Agree to pay money or property to a government official? (Exception. Check "No"
if the foundation agreed to make a grant to or to employ the official for a period
after termination of government service, if terminating within 90 days.) ...............
1a(6)
 
No
b
If any answer is "Yes" to 1a(1)–(6), did any of the acts fail to qualify under the exceptions described in Regulations
section 53.4941(d)-3 or in a current notice regarding disaster assistance? See instructions ..........
1b
 
No
c
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
ANDREW KRAUSE TRUSTEE
5.00 		116,722 0 0
PO BOX 185
PITTSBURGH,PA152300185
WALTER STUTZMAN TRUSTEE
5.00 		0 0 0
PO BOX 185
PITTSBURGH,PA152300185
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
NONE
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
24,166,696
b
Average of monthly cash balances.......................
1b
428,485
c
Fair market value of all other assets (see instructions)................
1c
0
d
Total (add lines 1a, b, and c).........................
1d
24,595,181
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
24,595,181
4
Cash deemed held for charitable activities. Enter 1.5% (0.015) of line 3 (for greater amount, see
instructions) .............................
4
368,928
5
Net value of noncharitable-use assets. Subtract line 4 from line 3. ............
5
24,226,253
6
Minimum investment return. Enter 5% (0.05) of line 5................
6
1,211,313
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
1,211,313
2a
Tax on investment income for 2022 from Part V, line 5.......
2a
9,175
b
Income tax for 2022. (This does not include the tax from Part V.) ...
2b
 
c
Add lines 2a and 2b............................
2c
9,175
3
Distributable amount before adjustments. Subtract line 2c from line 1............
3
1,202,138
4
Recoveries of amounts treated as qualifying distributions................
4
0
5
Add lines 3 and 4............................
5
1,202,138
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
1,202,138
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
934,908
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
934,908
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 1,202,138
2 Undistributed income, if any, as of the end of 2022:
a Enter amount for 2022 only....... 460,267
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$ 934,908
a Applied to 2022, but not more than line 2a 460,267
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..... 474,641
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 .......... 		727,497
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).)
WALTER STUTZMAN
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

BOARD OF EDUCATION OF THE OSSINING UNION FREE DISTRICT

400 EXECUTIVE BLVD
OSSINING,NY11205 		N/A PC TO SUPPORT THE JACOB MEMORIAL SCHOLARSHIP 40,000

COMMUNITY FOUNDATION FOR THE ALLEGHENIES

116 MARKET STREET
JOHNSTOWN,PA15901 		N/A PC TO SUPPORT THE BERLIN BROTHERSVALLEY SCHOOL DISTRICT 30,000

ELM CITY INTERNATIONAL

912 PROSPECT STREET
HAMDEN,CT06517 		N/A PC TO SUPPORT THE ELM CITY INTERNATIONAL SCHOLARSHIP FUND 50,000

ELY CENTER OF CONTEMPORARY ART

51 TRUMBULL ST
NEW HAVEN,CT06510 		N/A PC UNRESTRICTED GENERAL OPERATING SUPPORT 5,000

HADASSAH THE WOMENS ZIONIST ORGANIZATION OF AMERICA INC

40 WALL STREET
NEW YORK,NY10005 		N/A PC TO SUPPORT THE SARAH WESTMAN TOWER 80,000

HUNTER COLLEGE FOUNDATION

695 PARK AVENUE EAST BLDG RM 1314
NEW YORK,NY10065 		N/A PC TO SUPPORT THE BEATRICE AND DAVID FRIESNER SCHOLARSHIPS 21,000

LEHIGH UNIVERSITY

27 MEMORIAL DR W
BETHLEHEM,PA18015 		N/A PC TO SUPPORT THE FRIESNER MEMORIAL SCHOLARSHIP 10,000

NEW HAVEN SYMPHONY ORCHESTRA

4 HAMILTON ST
NEW HAVEN,CT06511 		N/A PC TO SUPPORT CONDUCTOR FELLOWSHIP 10,000

SOUTHERN CONNECTICUT STATE UNIVERSITY FOUNDATION

501 CRESCENT STREET
NEW HAVEN,CT06515 		N/A PC TO SUPPORT THE APPLIED MUSIC PROGRAM AND CHOIR TRIP TO ENGLAND 461,115

THE BARN

8 CAMPUS DR
MADISON,CT06443 		N/A PC SUPPORT FOR THE MADISON ARTS BARN 2,100

VIRGINIA TECH FOUNDATION INC

902 PRICES FORK RD STE 4400
BLACKSBURG,VA24060 		N/A PC TO SUPPORT THE FAMILY FOCUS PROGRAM 75,000

YALE NEW HAVEN HOSPITAL

789 HOWARD AVENUE
NEW HAVEN,CT06519 		N/A PC TO SUPPORT EMPLOYEE SUICIDE PREVENTION PROGRAMS 86,000
Total .................................right arrow 3a 870,215
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 ........... 		         
4 Dividends and interest from securities ....     14 616,836  
5 Net rental income or (loss) from real estate:
aDebt-financed property......          
bNot debt-financed property.....          
6 Net rental income or (loss) from personal property          
7 Other investment income .....          
8 Gain or (loss) from sales of assets other than
inventory ............ 		    18 375,211  
9 Net income or (loss) from special events:          
10 Gross profit or (loss) from sales of inventory          
11 Other revenue: a
b
c
d
e
12 Subtotal. Add columns (b), (d), and (e) .. 0 992,047 0
13Total. Add line 12, columns (b), (d), and (e)..................
13
992,047
(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 (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

TY 2023 AccountingFeesSchedule
Name:
STUTZMAN FAMILY FOUNDATION
EIN:
34-7218543
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
ACCOUNTING FEES 7,665 3,833   3,832

TY 2023 InvestmentsCorpBondsSchedule
Name:
STUTZMAN FAMILY FOUNDATION
EIN:
34-7218543
Name of Bond End of Year Book Value End of Year Fair Market Value
BNY MELLON HIGH YIELD FUND - CLASS I 32,957 30,154
TCW EMERGING MARKETS INCOME FUND-I 24,648 25,981
CREDIT SUISSE NEW YORK DTD 9/9/2014 26,261 24,646
CITIGROUP INC DTD 3/20/2019 27,449 23,723
COMCAST CORP DTD 8/7/2017 25,738 23,829
MORGAN STANLEY DTD 4/28/2014 26,421 24,866
COOPERATIEVE RABOBANK UA DTD 7/21/2016 25,541 23,935
ISHARES LEHMAN 1-3 YEAR TREASURY BOND FUND 98,582 99,432
LLOYDS BANKING GROUP PLC DTD 2/5/2020 26,101 24,122
APPLE INC DTD 9/11/2019 24,747 23,550
ROYAL BANK OF CANADA DTD 1/27/2016 27,191 24,788
SIMON PROPERTY GROUP LP DTD 12/11/2017 25,783 23,812
B P CAP MARKETS AMERICA DTD 11/6/2018 28,428 24,847
SHELL INTERNATIONAL FIN DTD 4/6/2020 26,308 22,836
BANK OF MONTREAL DTD 2/5/2019 10,381 9,972
BARCLAYS PLC DTD 3/16/2015 26,896 24,441
BNY MELLON BOND FUND 80,000 81,701
BNY MELLON BOND FUND 511,220 521,261
BNY MELLON FLOATING RATE INCOME FUND 75,613 77,107
BNY MELLON FLOATING RATE INCOME FUND-CLASS Y 80,000 80,291
BNY MELLON HIGH YIELD FUND-CLASS I 30,806 30,450
SUMITOMO MITSUI FINL GROUP I 2.6320% 25,898 23,682
CANADIAN IMPERIAL BANK DTD 4/7/2022 24,248 24,002
PNC FINANCIAL SERVICES DTD 4/22/2019 27,188 23,670
BRISTOL-MYERS SQUIBB CO DTD 6/15/2020 27,419 24,257
HSBC HOLDINGS PLC DTD 3/11/2019 26,672 24,898
WALT DISNEY COMPANY/THE DTD 5/13/2020 24,549 22,244
HOME DEPOT INC DTD 3/30/2020 25,713 22,833
WELLS FARGO & COMPANY DTD 1/24/2019 26,867 24,299
U S BANCORP DTD 4/26/2016 25,424 23,957
VERIZON COMMUNICATIONS DTD 8/1/2016 24,622 23,812
AMERICAN HONDA FINANCE DTD 9/10/2019 24,934 24,465
AMAZON.COM INC DTD 4/13/2022 24,679 24,268
TORONTO-DOMINION BANK DTD 6/12/2019 26,637 24,687
TOTAL CAPITAL INTERNATIONAL SA DTD 7/10/2019 25,128 24,389
GOLDMAN SACHS GROUP INC/THE DTD 9/29/2017 24,919 24,577
GLAXOSMITHKLINE CAP INC DTD 5/15/2018 30,164 24,648
ISHARES LEHMAN 1-3 YEAR TREASURY BOND FUND 29,866 30,355
BANK OF AMERICA CORP DTD 4/21/2015 26,062 24,576
TCW EMERGING MARKETS INCOME FUND-I 35,060 29,110
JP MORGAN EXCHANGE TRADED FD 718,232 713,726
JPMORGAN CHASE & CO DTD 3/23/2016 25,710 24,200
PEPSICO INC DTD 7/29/2019 27,519 23,032
K L A CORP DTD 6/23/2022 26,307 25,537

TY 2023 InvestmentsCorpStockSchedule
Name:
STUTZMAN FAMILY FOUNDATION
EIN:
34-7218543
Name of Stock End of Year Book Value End of Year Fair Market Value
ALLSTATE CORP ( ALL ) 5,416 5,739
ALLSTATE CORP ( ALL ) 13,782 15,398
ALPHABET, INC. ( GOOGL ) 61,966 77,807
ALPHABET, INC. ( GOOGL ) 20,857 28,357
AT&T INC ( T ) 28,461 29,868
CHAMPLAIN MID CAP FUND (CIPIX) 97,244 103,325
BAKER HUGHES ( BKR ) 4,083 4,102
ALIGN TECHNOLOGY INC. (ALGN) 6,020 4,658
BUNGE GLOBAL SA 3,993 3,937
C S X CORP ( CSX ) 2,696 2,774
BAKER HUGHES ( BKR ) 3,345 3,418
AMAZON.COM INC 18,544 22,487
ARES MANAGEMENT CORPORATION 18,924 24,260
ARES MANAGEMENT CORPORATION (ARIES) 5,305 7,135
ASSURANT INC (AIZ) 5,429 6,403
ASSURANT INC (AIZ) 14,898 18,702
AT&T INC 4,865 4,531
AMERICAN INTERNATIONAL GROUP INC ( AIG ) 13,386 18,970
AMERICAN INTERNATIONAL GROUP INC ( AIG ) 5,186 8,130
AMAZON.COM INC ( AMZN ) 19,565 24,158
ABBOTT LABORATORIES ( ABT ) 7,522 6,824
ABBOTT LABORATORIES ( ABT ) 9,044 8,145
ABBVIE INC. ( ABBV ) 5,767 7,439
ABBVIE INC. ( ABBV ) 17,626 25,415
ACCENTURE PLC ( ACN ) 2,450 3,158
ALIGN TECHNOLOGY INC. 21,110 17,262
CF INDUSTRIES HOLDINGS INC. (CF) 3,957 3,975
BROADCOM INC ( AVGO ) 2,141 4,465
BNY MELLON INTERNATIONAL STOCK FUND ( DISYX ) 25,340 26,221
BNY MELLON SMALL CAP (MPSSX) 76,455 79,588
BOSTON SCIENTIFIC CORPORATION ( BSX ) 8,030 10,406
C S X CORP ( CSX ) 1,871 2,427
INTERNATIONAL GAME TECHNOLOGY PLC (IGT) 39,629 34,811
HUBSPOT, INC. (HUBS) 20,679 23,222
S & P GLOBAL INC. ( SPGI ) 4,105 6,167
REGENERON PHARMACEUTICALS INC ( REGN ) 3,001 3,513
REGENERON PHARMACEUTICALS INC ( REGN ) 2,820 3,513
RENAISSANCE RE HLDGS 8,530 8,428
RENAISSANCE RE HLDGS (RNR) 4,064 4,116
BOSTON SCIENTIFIC CORPORATION ( BSX ) 6,615 8,672
BNY MELLON DEVELOPED MARKETS REAL ESTATE SECURITIES FUND 59,801 44,773
APPLIED MATERIALS INC. (AMAT) 3,678 4,376
CHEWY, INC. (CHWY) 2,907 3,781
CHEWY, INC. (CHWY) 3,813 4,962
CISCO SYSTEMS INC (CSCO) 33,122 32,333
CISCO SYSTEMS INC (CSCO) 3,448 3,031
BROADCOM INC ( AVGO ) 2,211 4,465
BANK OF AMERICA CORPORATION ( BAC ) 5,244 5,387
BANK OF AMERICA CORPORATION ( BAC ) 4,131 4,714
BECTON DICKINSON & CO. (BDX) 34,935 32,673
BECTON DICKINSON & CO. (BDX) 6,366 5,609
BERKSHIRE HATHAWAY INC (BRK.B) 11,887 12,126
BNY MELLON DEVELOPED MARKETS REAL ESTATE SECURITIES FUND 24,101 25,647
APPLIED MATERIALS INC. (AMAT) 9,748 11,507
ANTHEM INC. ( ELV ) 5,694 5,659
APPLE INC ( AAPL ) 59,069 65,653
COSTCO WHSL CORP NEW ( COST ) 3,326 4,621
COSTCO WHSL CORP NEW ( COST ) 3,870 5,281
COSTAR GROUP INC (CSGP) 22,690 24,469
COSTAR GROUP INC (CSGP) 3,967 4,370
EVEREST RE GROUP LTD (EG) 3,437 3,182
FREEPORT MCMORAN COPPER & GOLD INC (FCX) 23,850 25,116
FREEPORT MCMORAN COPPER & GOLD INC (FCX) 4,366 4,257
DEERE & CO ( DE ) 1,977 1,999
CRH PLC (CRH) 12,844 15,907
CRH PLC (CRH) 2,799 3,458
CONSTELLATION ENERGY (CEG) 20,512 24,547
ACCENTURE PLC ( ACN ) 2,619 3,509
CORNING INC (GLW) 4,220 3,654
CONOCOPHILLIPS (COP) 5,412 5,804
DEERE & CO ( DE ) 1,761 1,599
DANAHER CORP (DHR) 6,005 6,246
GOLDMAN SACHS GROUP INC (GS) 8,064 9,258
COMCAST CORP CL A ( CMCSA ) 4,063 3,947
EVEREST RE GROUP LTD (EG) 10,103 9,900
GQG PARTNERS EMERGING MARKETS (GQGIX) 48,668 53,872
GQG PARTNERS EMERGING MARKETS (GQGIX) 32,366 34,594
HARRIS CORPORATION (LHX) 4,929 5,476
CORNING INC (GLW) 3,533 3,045
CONSTELLATION ENERGY (CEG) 5,916 6,078
DANAHER CORP (DHR) 14,673 15,962
APPLE INC. 23,203 29,265
EATON CORP PLC ( ETN ) 14,906 31,066
COCA - COLA CO ( KO ) 10,602 10,607
WISDOMTREE TR EM EX ST-OWNED 1,200,543 904,385
CME GROUP INC ( CME ) 6,684 6,739
CME GROUP INC ( CME ) 38,988 42,331
AMERIPRISE FINANCIAL INC ( AMP ) 5,247 7,976
AMERIPRISE FINANCIAL INC ( AMP ) 8,732 12,534
AMPHENOL CORP NEW ( APH ) CL A 6,112 7,930
AMPHENOL CORP NEW ( APH ) CL A 6,719 8,922
ANTHEM INC. ( ELV ) 4,830 4,716
REPLIGEN CORP (RGEN) 13,401 14,384
EATON CORP PLC ( ETN ) 4,859 11,319
FIDELITY INTERNATIONAL SMALL CAP (FIQIX) 150,000 159,296
EXXON MOBIL CORP ( XOM ) 13,029 12,498
EXXON MOBIL CORP ( XOM ) 22,199 20,396
FEDEX CORP (FDX) 6,453 6,830
FIDELITY INTERNATIONAL SMALL CAP (FIQIX) 40,975 45,091
COCA - COLA CO ( KO ) 6,173 5,893
EQT CORPORATION (EQT) 4,332 4,253
GENUINE PARTS CO ( GPC ) 3,298 2,632
GENUINE PARTS CO ( GPC ) 2,777 2,216
DIAMONDBACK ENERGY INC (FANG) 4,115 3,877
GENERAL MOTORS CO (GM) 3,788 3,592
DOMINION RES INC VA NEW (D) 3,384 3,290
DOMINION RES INC VA NEW (D) 11,295 11,280
REPLIGEN CORP (RGEN) 2,434 2,517
BERKSHIRE HATHAWAY INC (BRK.B) 37,025 38,519
S & P GLOBAL INC. ( SPGI ) 5,406 7,048
ILLINOIS TOOL WKS INC ( ITW ) 4,978 6,287
ILLINOIS TOOL WKS INC ( ITW ) 3,382 5,239
ROPER INDUSTRIES INC (RDP) 14,137 16,900
ILLUMINS INC (ILMN) 20,499 15,177
INTEL CORP (INTC) 3,219 3,518
INTERNATIONAL GAME TECHNOLOGY PLC (IGT) 6,021 5,756
WILLIS TOWERS WATSON PUBLIC LIMITED COMPANY 5,570 6,271
INTERNATIONL BUSINESS MACHINES (IBM) 5,214 5,888
INTERPUBLIC GROUP COS INC (IPG) 7,473 6,202
INTUITIVE SURGICAL INC (ISRG) 3,758 3,711
INTUITIVE SURGICAL INC (ISRG) 2,733 2,699
INVESCO QQQ TR UNIT SER1 689,276 1,269,196
ISHARES CORE MSCI EAFE ETF 130,204 133,384
INTEL CORP (INTC) 11,549 15,075
ISHARES MSCI EAFE INDEX FD ( IEFA ) 149,991 160,046
ISHARES RUSSELL 2000 ETF 1,015,208 1,381,802
ISHARES S&P 500 INDEX FUND (IVV) 568,666 602,769
ISHARES S&P 500 INDEX FUND (IVV) 98,970 103,168
ISHARES TR ( IJH ) 214,998 328,700
ISHARES TR MSCI INTL QUALTY 1,204,486 1,190,351
ISHARES TRUST CORE MSCI EAFE ETF 828,858 985,104
ISHARES TR MSCI USA MIN VOL 875,486 1,495,566
ISHARES TR RUS 1000 GRW ETF 790,812 1,829,797
ISHARES TR RUS MID CAP ETF 769,352 1,183,500
ISHARES TR S & P MIDCAP 400 97,380 104,763
ISHARES TR S & P SMALLCAP 600 43,779 47,522
ISHARES TR S&P SMALL CAP 600 (IJR) 73,296 81,079
NIKE INC CLASS B STOCK ( NKE ) 3,480 3,040
ISHARES TR MSCI USA QLT FCT 934,816 1,776,722
JP MORGAN CHASE & CO ( JPM ) 52,993 67,530
MICROSOFT CORPORATION ( MSFT ) 38,017 62,047
MC DONALD'S CORPORATION ( MCD ) 3,817 4,151
MARTIN MARIETTA MATLS INC ( MLM ) 3,470 4,989
MARTIN MARIETTA MATLS INC ( MLM ) 2,797 3,991
MARATHON PETROLEUM CORP (MPC) 7,916 8,308
MC DONALD'S CORPORATION ( MCD ) 3,820 4,151
MARATHON PETROLEUM CORP (MPC) 4,615 4,599
KENVUE INC. (KVUE) 11,113 10,334
LILLY ELI & CO ( LLY ) 25,163 40,221
LILLY ELI & CO ( LLY ) 5,608 14,573
LAS VEGAS SANDS CORP ( LVS ) 5,564 6,889
LAS VEGAS SANDS CORP ( LVS ) 20,901 25,589
ISHARES MSCI EMERGING MARKETS EX (EMXC) 32,560 35,352
MEDTRONIC, PLC ADR 36,197 34,600
NEXTERA ENERGY INC ( NEE ) 3,602 2,794
MICROCHIP TECHNOLOGY INC (MCHIP) 3,282 3,607
MICROCHIP TECHNOLOGY INC (MCHIP) 2,461 2,705
NIKE INC CLASS B STOCK ( NKE ) 3,276 3,040
MICROSOFT CORPORATION ( MSFT ) 18,005 34,220
JP MORGAN CHASE & CO ( JPM ) 10,341 15,989
MORGAN STANLEY (MS) 5,391 5,595
NETFLIX COM INC (NFLX) 3,083 3,408
NETFLIX COM INC (NFLX) 2,202 2,434
NEWMONT MINING CORP (NEM) 11,074 11,175
NEWMONT MINING CORP (NEM) 6,608 6,622
NEXTERA ENERGY INC ( NEE ) 3,316 2,673
MONDELEZ INTERNATIONAL ( MDLZ ) 3,971 4,346
ISHARES MSCI EMERGING MARKETS EX (EMXC) 48,891 51,254
ILLUMINA INC (ILMN) 5,156 4,873
HUBSPOT, INC. (HUBS) 5,851 6,386
PHILLIPS 66 3,198 3,195
PLANET FITNESS, INC. (PLNT) 15,099 15,330
PROGRESSIVE CORP OHIO (PGR) 3,934 4,619
PROSHARES TR S&P MDCP 400 DIV 535,629 712,464
PUBLIC SVC ENTERPRISE GROUP INC ( PEG ) 4,746 4,281
SHOPIFY INC (SHOP) 2,899 3,895
SHOPIFY INC (SHOP) 2,899 3,895
TRANE TECHNOLOGIES PUBLIC LIMITED CO( TT ) 3,429 6,341
OMNICOM GROUP INC (OMC) 8,601 7,786
NORTHROP GRUMMAN CORP (NOC) 18,281 19,662
SANOFI-AVENTIS ADR (SNY) 33,888 32,822
SANOFI-AVENTIS ADR (SNY) 4,681 4,476
SAREPTA THERAPEUTICS, INC. (SRPT) 4,581 3,857
SAREPTA THERAPEUTICS, INC. (SRPT) 21,531 16,586
SCHLUMBERGER LTD (SLB) 7,258 6,765
SCHLUMBERGER LTD (SLB) 30,056 30,704
NVIDIA CORP (NVDA) 9,625 17,828
OCCIDENTAL PETROLEUM CORP (OXY) 4,915 4,777
OCCIDENTAL PETROLEUM CORP (OXY) 14,088 13,733
SHELL PLC ADR (SNY) 21,600 22,372
PUBLIC SVC ENTERPRISE GROUP INC ( PEG ) 3,282 3,058
TWILIO INC. (TWLO) 2,694 3,035
SYNCHRONY FINANCIAL ( SYF ) 2,509 2,291
SYNCHRONY FINANCIAL ( SYF ) 1,623 2,291
THE BNY MELLON SMALL CAP MULTI-STRATEGY FUND 68,774 70,140
THE PROCTER & GAMBLE COMPANY ( PG ) 2,965 2,931
THE PROCTER & GAMBLE COMPANY ( PG ) 2,906 2,931
TWILIO INC. (TWLO) 2,020 2,276
NORTHROP GRUMMAN CORP (NOC) 5,967 6,554
SQUARE, INC. (SQ) 18,888 22,432
NVIDIA CORP (NVDA) 34,238 48,036
THERMO FISHER SCIENTIFIC INC. ( TMO ) 5,679 5,839
UBER TECHNOLOGIES, INC. (UBER) 4,931 6,157
UBER TECHNOLOGIES, INC. (UBER) 2,465 3,079
SQUARE, INC. (SQ) 3,967 4,641
UNITEDHEALTH GROUP INC ( UNH ) 13,843 17,374
US BANCORP (USB) 10,146 13,850
VALERO ENERGY CORP NEW ( VLO ) 1,326 1,234
VANGUARD WHITEHALL FDS HIGH DIV 712,229 902,987
UNITEDHEALTH GROUP INC ( UNH ) 5,581 6,844
VOYA FINANCIAL INC ( VOYA ) 11,489 13,133
VOYA FINANCIAL INC ( VOYA ) 3,710 5,107
TRANE TECHNOLOGIES PUBLIC LIMITED CO( TT ) 2,272 5,366
VERALTO CORPORATION (VLTO) 793 740
THERMO FISHER SCIENTIFIC INC. ( TMO ) 2,581 4,246

TY 2023 InvestmentsGovtObligationsSch
Name:
STUTZMAN FAMILY FOUNDATION
EIN:
34-7218543
US Government Securities - End of Year Book Value:

5,385,679
US Government Securities - End of Year Fair Market Value:

5,035,697
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:
STUTZMAN FAMILY FOUNDATION
EIN:
34-7218543
Category/ Item Listed at Cost or FMV Book Value End of Year Fair Market Value
IMPACT VENTURES II, LP 26-3501760 AT COST 170,341 170,341

TY 2023 LegalFeesSchedule
Name:
STUTZMAN FAMILY FOUNDATION
EIN:
34-7218543
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
LEGAL FEES 5,000 2,500   2,500


TY 2023 OtherExpensesSchedule
Name:
STUTZMAN FAMILY FOUNDATION
EIN:
34-7218543
Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
PASS-THROUGH EXPENSE FROM IMPACT VENTURES II, LP 26-3501760 189 189   0


TY 2023 OtherProfessionalFeesSchedule
Name:
STUTZMAN FAMILY FOUNDATION
EIN:
34-7218543
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
INVESTMENT FEES 253,399 252,869   0


TY 2023 TaxesSchedule
Name:
STUTZMAN FAMILY FOUNDATION
EIN:
34-7218543
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
FEDERAL TAXES 10,282 0   0
FOREIGN TAX 10,151 10,151   0