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
2024
Open to Public Inspection
For calendar year 2024, or tax year beginning 01-01-2024 , and ending 12-31-2024
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$18,247,114J 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 671 671  
4 Dividends and interest from securities... 186,953 186,953  
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
558,401
b Gross sales price for all assets on line 6a 4,022,522
7 Capital gain net income (from Part IV, line 2)... 558,351
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
51,830 -12,942  
12 Total. Add lines 1 through 11........ 797,855 733,033  
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
8,115 1,659   5,706
c Other professional fees (attach schedule).... Click to see attachment
List of Attached Documents:
// Content
129,977 57,589   72,388
17 Interest...............        
18 Taxes (attach schedule) (see instructions)... Click to see attachment
List of Attached Documents:
// Content
5,050 4,850   200
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
23,181 20,681   2,500
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 166,323 84,779   80,794
25 Contributions, gifts, grants paid....... 677,870 677,870
26 Total expenses and disbursements. Add lines 24 and 25 844,193 84,779   758,664
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements -46,338
b Net investment income (if negative, enter -0-) 648,254
c Adjusted net income (if negative, enter -0-)...  
For Paperwork Reduction Act Notice, see instructions.
Cat. No. 11289X Form 990-PF (2024)
Form 990-PF (2024)
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......... 301,724 108,714 108,714
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) 117,244 0 0
b Investments—corporate stock (attach schedule)....... 10,808,183 Click to see attachment
List of Attached Documents:
// Content
11,413,237 		11,413,237
c Investments—corporate bonds (attach schedule)....... 874,772 Click to see attachment
List of Attached Documents:
// Content
2,199,150 		2,199,150
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).......... 4,562,229 Click to see attachment
List of Attached Documents:
// Content
4,521,731 		4,521,731
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
4,184 		Click to see attachment
List of Attached Documents:
// Content
4,282 		Click to see attachment
List of Attached Documents:
// Content
4,282
16 Total assets (to be completed by all filers—see the
instructions. Also, see page 1, item I) 16,668,336 18,247,114 18,247,114
Liabilities 17 Accounts payable and accrued expenses..........    
18 Grants payable.................    
19 Deferred revenue.................    
20 Loans from officers, directors, trustees, and other disqualified persons    
21 Mortgages and other notes payable (attach schedule)......    
22 Other liabilities (describe right arrow)    
23 Total liabilities (add lines 17 through 22)......... 0 0
Net Assets or Fund Balances Foundations that follow FASB ASC 958, check here right arrow
and complete lines 24, 25, 29 and 30.
24 Net assets without donor restrictions........... 16,668,336 18,247,114
25 Net assets with donor restrictions............    
Foundations that do not follow FASB ASC 958, check here right arrow
and complete lines 26 through 30.
26 Capital stock, trust principal, or current funds........    
27 Paid-in or capital surplus, or land, bldg., and equipment fund    
28 Retained earnings, accumulated income, endowment, or other funds    
29 Total net assets or fund balances (see instructions)..... 16,668,336 18,247,114
30 Total liabilities and net assets/fund balances (see instructions). 16,668,336 18,247,114
Part III
Analysis of Changes in Net Assets or Fund Balances
1
Total net assets or fund balances at beginning of year—Part II, column (a), line 29 (must agree with end-of-year figure reported on prior year’s return) ...............
1
16,668,336
2
Enter amount from Part I, line 27a .....................
2
-46,338
3
Other increases not included in line 2 (itemize) right arrowClick to see attachment
List of Attached Documents:
// Content
3
1,625,116
4
Add lines 1, 2, and 3 ..........................
4
18,247,114
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
18,247,114
Form 990-PF (2024)
Form 990-PF (2024)
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   2024-01-02 2024-12-31
b MORGAN STANLEY   2023-01-01 2024-12-31
c K-1S- NON UBIT P 2024-01-02 2024-12-31
d K-1S- NON UBIT P 2023-01-01 2024-12-31
e CAPITAL GAINS DIVIDENDS P    
(e)
Gross sales price 		(f)
Depreciation allowed
(or allowable) 		(g)
Cost or other basis
plus expense of sale 		(h)
Gain or (loss)
(e) plus (f) minus (g)
a 1,161,814   1,181,106 -19,292
b 2,803,525   2,282,345 521,180
c     670 -670
d 6,677     6,677
e 50,456     50,456
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       -19,292
b       521,180
c       -670
d       6,677
e       50,456
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 2 558,351
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 9,011
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 9,011
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 9,011
6 Credits/Payments:
a 2024 estimated tax payments and 2023 overpayment credited to 2024 6a 5,520
b Exempt foreign organizations—tax withheld at source...... 6b 0
c Tax paid with application for extension of time to file (Form 8868)... 6c 4,500
d Backup withholding erroneously withheld .......... 6d 0
7 Total credits and payments. Add lines 6a through 6d.............. 7 10,020
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 1,009
11 Enter the amount of line 10 to be: Credited to 2025 estimated taxright arrow1,009 Refundedright arrow 11 0
Form 990-PF (2024)
Form 990-PF (2024)
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 2024 or the taxable year beginning in 2024? 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 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 2024, 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 (2024)
Form 990-PF (2024)
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 2024? .............
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 2024, did the foundation have any undistributed income (Part XII, lines 6d
and 6e) for tax year(s) beginning before 2024?....................
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 2024 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 2024.) .....................
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 2024? ..
4b
 
No
Form 990-PF (2024)
Form 990-PF (2024)
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
ERIC STOCKEL DIRECTOR, PRESIDENT, SECRETARY
1.00 		0 0 0
2444 WILSHIRE BLVD 622
SANTA MONICA,CA90403
DOUGLAS STOCKEL DIRECTOR, TREASURER
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 (2024)
Form 990-PF (2024)
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
MORGAN STANLEY INVESTMENT 57,589
220 ALHAMBRA CIRCLE 10TH FLOOR
CORAL GABLES,FL33134
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 (2024)
Form 990-PF (2024)
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
13,355,544
b
Average of monthly cash balances.......................
1b
107,162
c
Fair market value of all other assets (see instructions)................
1c
4,690,958
d
Total (add lines 1a, b, and c).........................
1d
18,153,664
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
18,153,664
4
Cash deemed held for charitable activities. Enter 1.5% (0.015) of line 3 (for greater amount, see
instructions) .............................
4
272,305
5
Net value of noncharitable-use assets. Subtract line 4 from line 3. ............
5
17,881,359
6
Minimum investment return. Enter 5% (0.05) of line 5................
6
894,068
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
894,068
2a
Tax on investment income for 2024 from Part V, line 5 .......
2a
9,011
b
Income tax for 2024. (This does not include the tax from Part V.) ...
2b
 
c
Add lines 2a and 2b............................
2c
9,011
3
Distributable amount before adjustments. Subtract line 2c from line 1............
3
885,057
4
Recoveries of amounts treated as qualifying distributions................
4
64,950
5
Add lines 3 and 4............................
5
950,007
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
950,007
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
758,664
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
758,664
Form 990-PF (2024)
Form 990-PF (2024)
Page 9
Part XII
Undistributed Income (see instructions)
(a)
Corpus 		(b)
Years prior to 2023 		(c)
2023 		(d)
2024
1 Distributable amount for 2024 from Part X, line 7 950,007
2 Undistributed income, if any, as of the end of 2024:
a Enter amount for 2023 only....... 753,248
b Total for prior years:20 , 20, 20 0
3 Excess distributions carryover, if any, to 2024:
a From 2019......  
b From 2020......  
c From 2021......  
d From 2022......  
e From 2023......  
f Total of lines 3a through e ........ 0
4Qualifying distributions for 2024 from Part
XI, line 4: right arrow$ 758,664
a Applied to 2023, but not more than line 2a 753,248
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 2024 distributable amount..... 5,416
e Remaining amount distributed out of corpus 0
5 Excess distributions carryover applied to 2024. 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 2023. Subtract line
4a from line 2a. Taxable amount—see
instructions ............. 		0
f Undistributed income for 2024. Subtract
lines 4d and 5 from line 1. This amount must
be distributed in 2025 .......... 		944,591
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 2019 not
applied on line 5 or line 7 (see instructions) ... 		0
9 Excess distributions carryover to 2025.
Subtract lines 7 and 8 from line 6a ...... 		0
10 Analysis of line 9:
a Excess from 2020....  
b Excess from 2021....  
c Excess from 2022....  
d Excess from 2023....  
e Excess from 2024....  
Form 990-PF (2024)
Form 990-PF (2024)
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 2024, 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) 2024 (b) 2023 (c) 2022 (d) 2021
         
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).)
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 if the foundation only makes contributions to preselected charitable organizations and does not accept
unsolicited requests for funds. If the foundation makes gifts, grants, etc. to individuals or organizations under
other conditions, complete items 2a, b, c, and d. See instructions
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 (2024)
Form 990-PF (2024)
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 UNRESTRICTED DONATION 10,000

ALASKA WILDERNESS LEAGUE

122 C ST NW SUITE 650
WASHINGTON,DC20001 		NONE PC UNRESTRICTED DONATION 5,000

ATLANTA CHILDRENS SHELTER

607 PEACHTREE STREET NE
ATLANTA,GA30308 		NONE PC FAMILY SERVICES PROGRAM 31,000

CHARITIES AID FOUNDATION

225 REINEKERS LANE SUITE 375
ALEXANDRIA,VA22314 		NONE PC UNRESTRICTED DONATION FOR THE BEAVER TRUST 10,870

CHATTAHOOCHEE RIVER KEEPER

6020 RIVER VIEW ROAD BUILDING 7000
SUITE 100
SMYRNA,GA30126 		NONE PC SCHOLARSHIPS & EDUCATION PROGRAMS 16,000

CHEERFUL HELPERS CHILD & FAMILY STUDY

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

CITIZENS FOR LOS ANGELES WILDLIFE

2226 STANLEY HILLS DRIVE
LOS ANGELES,CA90046 		NONE PC UNRESTRICTED DONATION 2,000

GRAND CANYON TRUST

2601 N FORT VALLEY RD
FLAGSTAFF,AZ86001 		NONE PC UNRESTRICTED GRANT 105,000

HEALTH IN HARMONY

PO BOX 96176
PORTLAND,OR97296 		NONE PC UNRESTRICTED GRANT 100,000

HORIZONS ATLANTA

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 UNRESTRICTED GRANT 65,000

NATURE & CULTURE INTERNATIONAL

1400 MAIDEN LANE
DEL MAR,CA92014 		NONE PC NATIONAL PROTECTED AREAS 50,000

NORTH FULTON COMMUNITY CHARITIES

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

PHOENIX CONSERVANCY

PO BOX 977
PULLMAN,WA99163 		NONE PC STAFF SALAIRES MATCHING 30,000

PHOENIX CONSERVANCY

PO BOX 977
PULLMAN,WA99163 		NONE PC CONFERENCES, ECOSYSTEM SCOUTING, AND UNRESTRICTED GRANT 35,000

RAINFOREST FOUNDATION US

50 COURT STREET SUITE 712
BROOKLYN,NY11201 		NONE PC LAND TITLING 50,000

SANTA MONICA MOUNTAINS FOUNDATION

1 BAXTER WAY SUITE 180
WESTLAKE VILLAGE,CA91362 		NONE PC UNRESTRICTED DONATION 5,000

SOCIAL AND ENVIRONMENTAL JUSTICE

23564 CALABASAS ROAD SUITE 201
CALABASAS,CA91302 		NONE PC UNRESTRICTED DONATION FOR COUGAR CONSERVANCY 3,000

THE DRAKE HOUSE INC

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

THEATRE FOR A NEW AUDIENCE

154 CHRISTOPHER STREET SUITE 3D
NEW YORK,NY10014 		NONE PC ARTS AND EDUCATION PROGRAMS 25,000

THEODORE PAYNE FOUNDATION

10459 TUXFORD STREET
SUN VALLEY,CA91352 		NONE PC UNRESTRICTED DONATION 5,000

VENICE FAMILY CLINIC

604 ROSE AVENUE
VENICE,CA90291 		NONE PC UNRESTRICTED DONATION 10,000

WILD CARE

76 ALBERT PARK LANE
SAN RAFAEL,CA94901 		NONE PC UNRESTRICTED DONATION 10,000
Total .................................right arrow 3a 677,870
bApproved for future payment
Total ................................. right arrow 3b 0
Form 990-PF (2024)
Form 990-PF (2024)
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 ........... 		    14 671  
4 Dividends and interest from securities ....     14 186,953  
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 .....     14 1,250  
8 Gain or (loss) from sales of assets other than
inventory ............ 		525990 50 18 558,351  
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 -14,192  
bK-1S- UBIT 525990 -178      
cOTHER INVESTMENT INCOME     14    
dRETURN OF GRANT         64,950
e
12 Subtotal. Add columns (b), (d), and (e) .. -128 733,033 64,950
13Total. Add line 12, columns (b), (d), and (e)..................
13
797,855
(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 (2024)
Form 990-PF (2024)
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 Right Arrow
 Firm's EIN Right Arrow
Firm's address Right Arrow


 Phone no.
Form 990-PF (2024)
Additional Data


Software ID:  
Software Version:  


Form 990PF - Special Condition Description:
Special Condition Description

TY 2024 AccountingFeesSchedule
Name:
STOCKEL FAMILY FOUNDATION
EIN:
47-2317141
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
ACCOUNTING 8,115 1,659   5,706

TY 2024 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 2024 GainLossSaleOtherAssetsSch
Name:
STOCKEL FAMILY FOUNDATION
EIN:
47-2317141
Name Date Acquired How Acquired Date Sold Purchaser Name Gross Sales Price Basis Basis Method Sales Expenses Total (net) Accumulated Depreciation
K-1S UBIT 2023-01 PURCHASED 2024-12   50   COST 0 50  

TY 2024 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, 2024 AND JANUARY 1, 2023 FOR SHORT- TERM AND LONG- TERM TRANSACTIONS RESPECTIVELY. FOR SALES DATE, DECEMBER 31,2024 IS BEING SHOWN FOR BOTH SHORT AND LONG-TERM TRANSACTIONS. DETAILS OF INDIVIDUAL TRANSACTIONS ARE AVAILABLE UPON REQUEST.

TY 2024 InvestmentsCorpBondsSchedule
Name:
STOCKEL FAMILY FOUNDATION
EIN:
47-2317141
Name of Bond End of Year Book Value End of Year Fair Market Value
JPM BUFFERED PLUS SPX 60,140 60,140
JPM BUFFERED PLUS SX5E 57,960 57,960
GS DUAL DIRECTIONAL TRIGGER PLUS SX5E 173,910 173,910
CITI 13.7% CONTINGENT MEMORY AUTOCALL NVDA 99,060 99,060
MS 10.41% CONTINGENT AUTOCALL AXP 100,455 100,455
MS 11.45% CONTINGENT AUTOCALL SCHW 99,815 99,815
UBS 10.8% CONTINGENT AUTOCALL UAL 98,660 98,660
MS TRIGGER PLUS MXEA 53,115 53,115
GS TRIGGER JUMP SX5E 130,977 130,977
GS TRUGGER JUMP SPX 363,090 363,090
GS ENHANCED TRIGGER JUMP SPX 269,050 269,050
MS TRIGGER JUMP SPX 68,243 68,243
BCS TRIGGER PLUS SX5E 162,705 162,705
BCS DUAL DIRECTIONAL TRIGGER JUMP SPX 236,620 236,620
RBC TRIGGER PLUS SX5E 225,350 225,350

TY 2024 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 678,530 678,530
AMAZON COM 586,210 586,210
AMERICAN EXPRESS CO 316,972 316,972
APPLE INC 713,697 713,697
BERKSHIRE HATHAWAY INC. CLASS B 565,240 565,240
EATON CORP PLC 272,797 272,797
HOME DEPOT INC 202,664 202,664
LABORATORY CORP AMER HLDGS 125,438 125,438
MICROSOFT CORP 367,127 367,127
NVIDIA CORPORATION 58,282 58,282
PALO ALTO NETWORKS INC 14,557 14,557
VERIZON COMMUNICATIONS (VZ) 86,418 86,418
FT NASDAQ CYBERSECUR ETF 62,308 62,308
GLOBAL X US INF DEV ETF (PAVE) 27,762 27,762
INVESCO AEROSPACE & DEFENSE ETF 119,090 119,090
INVESCO BUILDING & CONSTRUCTION ETF 50,502 50,502
INVESCO S&P 500 HIGH DIVIDEND LOW VOLATILITY ETF 9,807 9,807
ISHARES GLOBAL INFRASTR ETF 23,260 23,260
ISHARES US AEROSPACE AND DEFENSE 64,681 64,681
ISHARES US FINANCIALS ETF 98,416 98,416
SCHWAB US DIVIDEND EQUITY ETF 80,321 80,321
SPDR S&P BANK ETF 49,424 49,424
JPMORGAN HEDGED EQUITY I (JHEQX) 330,375 330,375
FEDERATED HERMES GOVT OBL AVR (GOVXX) 3,379 3,379
AVANTIS EMERGING MARKETS EQ 28,227 28,227
FIDELITY TOTAL BOND ETF 356,717 356,717
ISAHRES CORE MSCI EAFE ETF 191,583 191,583
ISHARES CORE MSCI EMERGING (IEMG) 106,999 106,999
ISHARES CORE S&P 500 ETF 179,547 179,547
ISHARES RUSSELL 1000 GROWTH INDEX FD 395,155 395,155
ISHARES RUSSELL 1000 VALUE INDEX FUND 172,811 172,811
ISHARES RUSSELL MIDCAP G ETF (IWP) 118,892 118,892
VANGUARD FTSE DEVELOPED MARKETS E (VEA) 5,817 5,817
VANGUARD TOTAL BOND MARKET (BND) 160,745 160,745
VANGUARD VALUE ETF INDEX (VTV) 29,289 29,289
AMERICAN BD FD OF AMERICA F2 (ABNFX) 228,203 228,203
BLACKROCK TOTAL RET I 272,669 272,669
CAUSEWAY INTL VALUE INSTL 94,360 94,360
EDGEWOOD GROWTH FUND INSTL 121,626 121,626
GOLDMAN SACHS GOG INTN OPP (GXIMX) 87,750 87,750
GQG PARTNERS EMRG MARKES EQ INS (GOGIX) 98,550 98,550
HARTFORD DIVIDEND & GROWTH I (HDGIX) 170,275 170,275
NUANCE MID CAP VALUE INST (NMVLX) 58,030 58,030
OAKMARK FUND INSTITUTIONAL 101,648 101,648
JPM TRIGGER PLUS SVX (SQDNU) 319,200 319,200
MC ENHANCED TRIGGER JUMP SPX (SPIOL) 195,113 195,113
MS TRIGGER JUMP SX5E (SQGJO) 435,085 435,085
MS TRIGGER PLUS SPX (SQDXR) 162,250 162,250
MS TRIGGER PLUS SX5E (SQGJS) 255,880 255,880
3I GROUP PLC UNSPONS ADR 3,995 3,995
AAC TECHNOLOGIES HLDG INC ADR 2,453 2,453
ABB LTD 8,122 8,122
ABBOTT LABORATORIES 10,745 10,745
ABBVIE INC COM 13,505 13,505
ADOBE INC 10,228 10,228
ADVANCED MICRO DEVICES 5,073 5,073
AFLAC INCORPORATED 3,103 3,103
AGNICO EAGLE MINES LTD 6,570 6,570
AIA GROUP LTD 5,537 5,537
AIR LIQUIDE ADR 4,842 4,842
AIR PROD & CHEM INC 4,351 4,351
AIRBNB INC CL A 2,365 2,365
AIRBUS SE UNSPONSORED ADR 4,768 4,768
AKAMAI TECHNOLOGIES INC 4,209 4,209
ALEXANDRIA REAL ESTATE EQ INC 976 976
ALLIANZ SE ADR 8,610 8,610
ALPHABET INC CL A 29,531 29,531
ALPHABET INC CL C 25,138 25,138
ALTRIA GROUP INC 7,739 7,739
AMADEUS IT GROUP S.A ADR 1,554 1,554
AMBEV S A SPONSORED ADR 3,254 3,254
AMER INTL GP INC NEW 2,475 2,475
AMERICAN EXPRESS CO 10,684 10,684
AMERICAN TOWER CORP 6,419 6,419
AMERICAN WATER WORKS CO 4,233 4,233
AMGEN INC 7,298 7,298
AMPHENOL CORP NEW CL A 8,334 8,334
ANHEUSER BUSCH INBEV SA SPON 6,209 6,209
ANZ GROUP HOLDINGS LTD 6,132 6,132
AON PLC CL A 2,514 2,514
APOLLO GLOBAL MGMT INC CL A 8,588 8,588
APPLIED MATERIALS INC 2,602 2,602
ARISTA NETWORKS INC 11,937 11,937
ASE TECHNOLOGY HLDG LTD 2,095 2,095
ASHTEAD GROUP PLC ADR 2,445 2,445
ASML HOLDING NV NY REG NEW 9,010 9,010
ASSA ABLOY AB UNSP ADR 2,115 2,115
ASSOC BRITISH FDS PLC ADR-NEW 2,456 2,456
AT&T INC 10,247 10,247
ATLAS COPCO AS A ADR A NEW 5,975 5,975
AUTODESK INC DELAWARE 3,547 3,547
AUTOMATIC DATA PROCESSING INC 8,196 8,196
AUTOZONE INC 6,404 6,404
BAE SYS PLC SPON ADR 4,258 4,258
BALL CORP 1,268 1,268
BANCO BILBAO VIZ ARG SA ADS 6,503 6,503
BANCO SANTANDER CHILE 868 868
BANCOLOMBIA S.A. 4,443 4,443
BANK OF AMERICA CORP 14,020 14,020
BANK OF CHINA-UNSPONS ADR 7,232 7,232
BANK OF NOVA SCOTIA 3,653 3,653
BANK RAKYAT INDONESIA ADR 3,093 3,093
BARCLAYS PLC ADR 3,176 3,176
BATH & BODY WORKS IN 1,357 1,357
BEIERSDORF AG UNSPONS ADR 4,237 4,237
BK MONTREAL 3,882 3,882
BLACKROCK INC 9,226 9,226
BOC HONG KONG LTD SPONS ADR 1,413 1,413
BOEING CO 1,416 1,416
BOLIDEN AB-UNSPONS ADR 5,677 5,677
BOOKING HOLDINGS INC 9,937 9,937
BOSTON SCIENTIFIC CORP 9,825 9,825
BRIDGESTONE CP ADR 3,992 3,992
BRISTOL MYERS SQUIBB CO 1,414 1,414
BROADCOM INC 35,935 35,935
BROOKFIELD RENEWABLE CORP CL A 4,730 4,730
BYD COMPANY LTD UNSPON ADR 2,197 2,197
CADENCE DESIGN SYSTEM 2,704 2,704
CANADIAN NATL RAILWAY CO 6,497 6,497
CANADIAN PACIFIC KANSAS CITY 1,086 1,086
CANON INC 6,436 6,436
CAPITAL ONE FINANCIAL CORP 7,311 7,311
CBRE GROUP INC CL A 1,444 1,444
CDW CORPORATION 4,177 4,177
CENTRAL JAPAN RAILWAY CO 5,547 5,547
CGI INC CL A SUB VTG 4,810 4,810
CHARLES SCHWAB NEW 7,771 7,771
CHARTER COMMUNICATIONS INC 3,085 3,085
CHECK POINT SOFTWARE TECH LTD 1,120 1,120
CHINA CONSTRUCTION BANK CORP 7,892 7,892
CHINA LONGYUAN PWR GRP 1,443 1,443
CHIPOTLE MEXICAN GRILL INC COM 1,146 1,146
CHUBB LTD 8,289 8,289
CHUGAI PHARMACEUTIC 1,447 1,447
CHUNGHWA TELECOM LTD ADR 5,233 5,233
CHURCH & DWIGHT CO INC 2,094 2,094
CINTAS CORP 5,116 5,116
CISCO SYS INC 1,302 1,302
CLOUDFLARE INC CL A 6,676 6,676
CME GROUP INC 6,735 6,735
COMCAST CORP (NEW) CLASS A 8,332 8,332
COMMERCIAL INTL BNK LTD 1,613 1,613
COMPAGNIE FIN RICHEMONTAG ADR 1,278 1,278
COMPANHIA DE SANEMENTO BASI 4,299 4,299
COMPASS GROUP PLC SPD ADR 6,601 6,601
CONAGRA BRANDS INC 1,082 1,082
CONSOLIDATED EDISON INC. 5,265 5,265
CONSTELLATION BRANDS INC CL A 4,641 4,641
CORNING INC 6,653 6,653
CREDICORP LTD 1,100 1,100
CRH PLC 5,921 5,921
CROWN CASTLE INC 4,992 4,992
CSL LTD 6,974 6,974
CSX CORP 1,581 1,581
CUMMINS INC 2,092 2,092
D R HORTON INC 5,593 5,593
DAIICHI SANKYO CO LTD SPON ADR 886 886
DANAHER CORPORATION 6,887 6,887
DATADOG INC CL A 6,001 6,001
DBS GROUP HOLDINGS LTD SP 7,435 7,435
DEERE & CO 7,203 7,203
DELL TECHNOLOGIES INC CL C 1,613 1,613
DENSO CORP LTD 6,101 6,101
DEUTSCHE POST AG SPONSORED ADR 2,287 2,287
DIAGEO PLC 2,924 2,924
DNB ASA ADR 1,538 1,538
DOLLAR GEN CORP NEW COM 2,275 2,275
DOLLAR TREE INC 3,372 3,372
DOORDASH INC CL A 1,510 1,510
DR REDDY'S LABORATORIES LTD 6,253 6,253
EATON CORP PLC SHS 10,288 10,288
EBAY INC 3,469 3,469
ECOLAB 6,795 6,795
EDP ENERGIAS DE PORTGUAL SA 2,721 2,721
ELEVANCE HEALTH INC 4,058 4,058
ELI LILLY & CO 25,476 25,476
EMERSON ELECTRIC CO 5,949 5,949
ENDESA SA 3,785 3,785
ENEL CHILE SA SPD ADR 4,424 4,424
ENEL SOCIETA PER AZIONI 7,294 7,294
EQUINIX INC 7,543 7,543
ERSTE GROUP BANK AG SPONS ADR 7,197 7,197
ESSENTIAL UTILS INC 2,216 2,216
EVERSOURCE ENERGY COM 2,412 2,412
EXELON CORP 4,630 4,630
EXPEDIA GROUP INC 1,677 1,677
FAIR ISAAC & CO INC 6,072 6,072
FAST RETAILING LTD 4,623 4,623
FERGUSON PLC 3,645 3,645
FISERV INC COM 6,163 6,163
FLUTTER ENTMT PLC ADR 5,427 5,427
FOMENTO ECONOMICO MEXICANO 4,104 4,104
FORTINET INC 1,984 1,984
FUJIFILM HLDGS CORP ADR 6,064 6,064
FUJITSU LTD 2,405 2,405
GALLAGHER ARTHUR J & CO 4,825 4,825
GEN DIGITAL INC 2,464 2,464
GENERAL MILLS INC 3,189 3,189
GENERAL MOTORS CO 1,332 1,332
GENERAL DYNAMICS CORP 6,324 6,324
GENUINE PARTS CO 2,335 2,335
GERDAU S.A. ADR 1,181 1,181
GODADDY INC. 6,513 6,513
GOLDMAN SACHS SROUP INC 3,436 3,436
GSK PLC ADR 1,792 1,792
HALEON PLC ADR 6,459 6,459
HALMA PLC 1,482 1,482
HCA HEALTHCARE INC 4,502 4,502
HEICO CORP CLASS A 4,280 4,280
HENKEL AG & CO 4,006 4,006
HERMES INTL SCA UNSPON ADR 8,656 8,656
HEWLETT PACKARD ENTERPRISE 6,192 6,192
HEXAGON AB ADR 3,383 3,383
HILTON WORLDWIDE HLDGS INC 6,426 6,426
HOME DEPOT INC 15,949 15,949
HOYA CORP 1,387 1,387
HSBC HOLDINGS PLC SPON ADR NEW 11,079 11,079
IBERDROLA SA 1,102 1,102
ICICI BANK LTD 7,973 7,973
ILL TOOL WORKS INC 7,100 7,100
INDUSTRIA DE DISENO TEXTIL IND 3,444 3,444
INFOSYS LIMITED ADR 7,562 7,562
INGERSOLL RAND INC 3,076 3,076
INTEL CORP 882 882
INTERCONTINENTAL EXCHANGE INC 7,301 7,301
INTUIT INC 10,056 10,056
INTUITIVE SURGICAL INC 12,005 12,005
JABIL CIRCUIT INC 4,317 4,317
JAMES HARDIE INDS SE 4,283 4,283
JAPAN TOB INC 6,230 6,230
JD COM INC 6,587 6,587
JERONIMO MARTINS GSPS 3,210 3,210
JOHNSON & JOHNSON 12,293 12,293
JPMORGAN CHASE & CO 25,889 25,889
JUNIPER NETWORKS 4,531 4,531
KAO CORP 1,788 1,788
KB FINANCIAL GRP INC SONS ADR 5,406 5,406
KDDI CORP UNSPON ADR 5,406 5,406
KE HLDGS INC SPONSORED ADS 4,458 4,458
KENVUE INC 2,882 2,882
KERRY GROUP PLC 2,704 2,704
KEURIG DR PEPPER INC COM 5,653 5,653
KEYSIGHT TECHNOLOGIES INC 5,943 5,943
KIMBERLY CLARK CORP 1,048 1,048
KLA CORPORATION 6,931 6,931
KNIGHT-SWIFT TRANSN HLDGS CL A 1,114 1,114
KOMATSU LTD 3,709 3,709
KONE OYJ ADR 2,701 2,701
KONINKLIJKE AHOLD DELHAIZE NV 5,967 5,967
KRAFT HEINZ CO COM 4,852 4,852
KUEHNE & NAGEL INTL AG ADR 3,577 3,577
L Y CORPORATION ADR 2,172 2,172
LAM RESEARCH CORPORATION 2,889 2,889
LAS VEGAS SANDS CORPORATION 4,057 4,057
LENOVO GROUP LTD 1,168 1,168
LG DISPLAY CO LTD ADR 1,025 1,025
LI AUTO INC 1,871 1,871
LINDE PLC 10,467 10,467
LOCKHEED MARTIN CORP 7,289 7,289
LOGITECH INTL SA 4,554 4,554
LONDON STK EXCHANGE GROUP ADR 3,710 3,710
LONGFOR GROUP HOLDINGS LTD ADR 1,249 1,249
LOWES COMPANIES INC 8,885 8,885
LVMH MOET HENNESSY LOUIS VUITT 8,292 8,292
LYONDELLBASELL NV CL-A 1,782 1,782
MAGNA INTERNATIONAL INC 2,758 2,758
MARSH & MCLENNAN COS INC 7,434 7,434
MARTIN MARIETTA MATERIALS 2,066 2,066
MASTERCARD INC CL A 17,903 17,903
MCKESSON CORP 7,409 7,409
MEDTRONIC PLC 7,828 7,828
MEITUAN ADR 1,758 1,758
MERCADOLIBRE INC 7,439 7,439
MERCK & CO INC NEW COM 10,644 10,644
METLIFE INCORPORATED 2,375 2,375
MICROCHIP TECHNOLOGY INC 2,581 2,581
MICRON TECH INC 5,639 5,639
MICROSOFT CORP 72,920 72,920
MITSUBISHI ELECTRIC 1,265 1,265
MOLSON COORS BEVERAGE CO CL B 1,834 1,834
MONGODB INC CL A 3,725 3,725
MONSTER BEVERAGE CORP NEW COM 4,783 4,783
MOODYS CORP 7,574 7,574
MORGAN STANLEY 4,400 4,400
MOTOROLLA SOLUTIONS INC 2,773 2,773
MSCI INC COM 6,000 6,000
MURATA MANUFACTURING CO LTD 6,156 6,156
NASPERS LTD ADR 7,431 7,431
NETAPP INC COM 5,804 5,804
NETFLIX INC 21,392 21,392
NIPPON TELEGRAPH&TELEPHONE ADS 1,648 1,648
NISSAN MOTOR CO LTD 6,523 6,523
NORDEA BANK ABP SPON ADR 4,719 4,719
NORSK HYDRO AS 4,543 4,543
NOVARTIS AG ADR 9,536 9,536
NOVO NORDISK A/S ADR 11,183 11,183
NVIDIA CORPORATION 101,792 101,792
O'REILLY AUTOMOTIVE INC NEW 7,115 7,115
OKTA, INC CL A 4,176 4,176
OLD DOMINION FREIGHT LINE 4,939 4,939
ORACLE CORP 12,665 12,665
ORKLA ADR A SHS 3,836 3,836
OTIS WORLDWIDE CORP 1,019 1,019
OVERSEA-CHINESE BKG CORP LTD 5,946 5,946
PACCAR INC 1,144 1,144
PACKAGING CORP AMER 1,351 1,351
PALANTIR TECHNOLOGIES INC CL A 8,471 8,471
PALO ALTO NETWORKS INC 5,459 5,459
PANASONIC HOLDINGS CORP 2,739 2,739
PARKER HANNIFIN CORP 7,632 7,632
PAYCHEX INC 982 982
PFIZER INC 5,730 5,730
PING AN INSURANCE ADR 2,940 2,940
PINTEREST INC CL A 1,914 1,914
PROGRESSIVE CORP OHIO 9,345 9,345
PROLOGIS INC COM 2,537 2,537
PROSUS N V SPONSORED ADR 6,814 6,814
PRUDENTIAL FINANCIAL INC 1,185 1,185
PT BK MANDIRI PERSERO TBK UNSP 1,317 1,317
PULTE GROUP INC 3,049 3,049
QBE INSURANCE GROUP LTD ADR 5,350 5,350
QUALCOMM INC 1,997 1,997
QUANTA SERVICES INC 2,528 2,528
REALTY INCOME CORP 2,030 2,030
RECKITT BENCKISER PLC SPNS ADR 6,719 6,719
RECRUIT HOLDINGS CO. LTD. ADR 5,007 5,007
REGENERON PHARMACEUTICALS INC 2,137 2,137
RELIANCE STEEL & ALUM CO 4,847 4,847
RELX PLC SPONSORED ADR 1,499 1,499
REPUBLIC SERVICES INC 4,426 4,426
ROCHE HOLDINGS 3,069 3,069
ROLLS ROYCE HOLDINGS PLC 1,268 1,268
ROPER TECHNOLOGIES, INC. 5,718 5,718
ROSS STORES INC 6,656 6,656
S&P GLOBAL INC COM 9,961 9,961
SALESFORCE INC 12,036 12,036
SANOFI ADR 2,122 2,122
SAP AG 13,295 13,295
SCHNEIDER ELEC SA UNSP ADR 9,230 9,230
SEAGATE TECHNOLOGY HLDNGS PLC 4,747 4,747
SEEK LTD ADR UNSPON 4,220 4,220
SEIKO EPSON CORP SUWA 3,147 3,147
SENDAS DISTRIBUIDORA SA 2,700 2,700
SERVICENOW INC 11,661 11,661
SHERWIN WILLIAMS COMPANY OHIO 6,119 6,119
SHIN ETSU CHEM CO LTD ADR 4,330 4,330
SHINHAN FINANCIAL GROUP CO LTD 4,636 4,636
SHOPIFY INC 11,058 11,058
SHOPRITE HOLDINGS LTD 2,606 2,606
SIEMENS AKTIENGESELLSCHAFT 4,544 4,544
SIMON PPTY GROUP INC 6,888 6,888
SK TELECOM LTD 1,662 1,662
SMC CORP JAPAN 1,286 1,286
SOCIEDAD QUIMICA Y MINERA ADS 1,054 1,054
SOFTBANK CORP 1,848 1,848
SONY GROUP CORPORATION ADR 6,560 6,560
STATE STREET CORP 2,159 2,159
STEEL DYNAMICS INC 5,247 5,247
STRYKER CORP 7,921 7,921
SUMITOMO METAL MINING CO LTD 1,840 1,840
SUN HUNG KAI PPTYS LTD 3,594 3,594
SUNNY OPTICAL TECH GROUP CO 1,595 1,595
SWISS RE LTD SPONSORED ADR 2,714 2,714
TAIWAN SMCNDCTR MFG CO LTD ADR 29,031 29,031
TARGET CORPORATION 6,353 6,353
TDK CP ADR NEW 2,387 2,387
TE CONNECTIVITY LTD NEW 6,148 6,148
TECHNOTRONIC INC LTD SPONS ADR 2,375 2,375
TELEDYNE TECH INC 4,641 4,641
TERNA RETE ELETTRICA NAZIONALE 5,137 5,137
TESLA INC 39,980 39,980
TEVA PHARMACEUTICALS ADR 5,069 5,069
TEXAS INSTRUMENTS 4,125 4,125
THALES USDPONSORD 1,149 1,149
THE CIGNA GROUP 6,075 6,075
THERMO FISHER SCIENTIFIC 8,324 8,324
THOMSON REUTERS CORP 5,774 5,774
TJX COS INC NEW 9,544 9,544
TOKI MARINE HOLDING INS ADR 3,718 3,718
TORONTO DOM BK NEW 4,845 4,845
TRADE DESK INC CLASS A 4,701 4,701
TRANE TECHNOLOGIES PLC 9,603 9,603
TRANSDIGM GROUP INC 8,871 8,871
TRIMBLE INC 5,865 5,865
TRIP COM GROUP LTD ADR 5,012 5,012
TRUIST FINANCIAL CORP 2,039 2,039
TURKCELL ILETISM HIZM 2,324 2,324
TWILIO INC CL A 6,485 6,485
TYLER TECHNOLOGIES INC 5,766 5,766
UBS GROUP AG SHS 7,610 7,610
ULTA BEAUTY INC 1,305 1,305
UNITED RENTALS INC 2,818 2,818
UNITED UTILITIES GROUP PLC 1,738 1,738
UTD MICROELECTR CP SP ADR NEW 4,017 4,017
VEOLIA ENVIRONMENT 4,155 4,155
VERISIGN INC 1,242 1,242
VERIZON COMMUNICATIONS 9,678 9,678
VERTEX PHARMACEUTICALS 4,027 4,027
VINCI SA ADR 2,737 2,737
VIPSHOP HOLDINGS LTD 1,091 1,091
VISA INC CL A 19,594 19,594
VULCAN MATERIALS CO 1,286 1,286
W W GRAINGER INC 4,216 4,216
WABTEC CORP 3,413 3,413
WAL-MART DE MEXICO SA SPON ADR 1,663 1,663
WALGREENS BOOTS ALLIANCE INC 3,293 3,293
WASTE MGMT INC (DELA) 7,063 7,063
WELLTOWER INC 7,310 7,310
WESTERN DIGITAL CORPORATION 3,876 3,876
WESTLAKE CORPORATION 803 803
WHEATON PRECIOUS METALS CORP 5,062 5,062
WIPRO LTD ADS 5,954 5,954
WIX COM LTD 6,651 6,651
WOORI FINANCIAL GROUP INC ADR 3,688 3,688
XIAOMI CORP 4,575 4,575
YUM BRANDS INC 3,891 3,891
ZEBRA TECH CL-A 4,635 4,635
ZSCALER, INC 1,443 1,443
ZTO EXPRESS CAYMAN INC CL A 2,072 2,072
ZURICH INSURANCE GRP LTD ADR 2,140 2,140

TY 2024 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 179,969 179,969
SEG PARTNERS OFFSHORE CLASS D FMV 802,574 802,574
BLACKSTONE REAL ESTATE INCOME TRUST, INC FMV 776,750 776,750
HP MILLENNIUM INTL CLASS HH FMV 1,112,413 1,112,413
CAPITOL PRIVATE OPPORTUNITIES III (PARALLEL) LP FMV 476,517 476,517
OHA CSF (OFFSHORE) FMV 250,354 250,354
PE PREMIER BLKSTONE GROWTH FMV 184,844 184,844
PE PREMIER BLACKSTONE SPVIII OFFSHORE FEEDER LP FMV 268,677 268,677
PE PREMIER OAKTREE XI OFFSHORE FMV 438,522 438,522
BREDS III TE FEEDER FMV 8,022 8,022
BLACKSTONE RE DEBT STRATEGIES III TE FEEDER LP FMV 23,089 23,089

TY 2024 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 4,184 4,282 4,282


TY 2024 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 FUND FEES AND RELATED EXPENSES 19,281 19,281   0
DUES 2,500 0   2,500
INVESTMENT EXPENSES-OTHER 1,400 1,400   0


TY 2024 OtherIncomeSchedule2
Name:
STOCKEL FAMILY FOUNDATION
EIN:
47-2317141
Description Revenue And Expenses Per Books Net Investment Income Adjusted Net Income
OTHER INVESTMENT INCOME 1,250 1,250 1,250
K-1S-NON UBIT -14,192 -14,192 -14,192
K-1S- UBIT -178   -178
RETURN OF GRANT 64,950   64,950


TY 2024 OtherIncreasesSchedule
Name:
STOCKEL FAMILY FOUNDATION
EIN:
47-2317141
Description Amount
NET CHANGE IN UNREALIZED GAINS(LOSSES) 1,625,116


TY 2024 OtherProfessionalFeesSchedule
Name:
STOCKEL FAMILY FOUNDATION
EIN:
47-2317141
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
INVESTMENT MANAGEMENT 57,589 57,589   0
ADMINISTRATION 72,000 0   72,000
CORPORATE REGISTERED AGENTS 388 0   388


TY 2024 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 200 0   200
FOREIGN 4,850 4,850   0