2024-05-14T15:34:12+00:00 2023-12-31 346565596 ERNST & YOUNG US LLP 111 MONUMENT CIRCLE INDIANAPOLIS IN 462045100 990PF 2023-01-01 522364513 ZUSCHLAG FAMILY FOUNDATION CO RICHARD E ZUSCHLAG TRUSTEE ZUSC 3372913302 108 ASTORIA LOOP LAFAYETTE LA 70508 RICHARD ZUSCHLAG TRUSTEE 3372913302 2024-05-14 true 999009999 Jennifer D Rhoderick P00395735 3176817000 2023 2023-04-26 12:10:37Z X 1994143 X 425000 7 7 44548 44548 119453 818090 119453 0 0 0 3720 0 0 592728 164008 0 0 0 0 0 0 0 0 0 6838 6838 0 0 1145 1145 0 0 0 0 0 250 0 0 250 8233 7983 0 250 375000 375000 383233 7983 0 375250 209495 156025 0 56765 85975 85975 0 0 0 0 0 0 0 0 0 0 0 0 0 0 309291 349982 329774 876769 1015407 1437963 0 0 0 0 0 0 137813 138769 140431 0 0 0 0 0 0 0 1380638 1590133 1994143 0 0 0 0 0 0 X 1380638 1590133 1380638 1590133 1380638 1590133 1380638 209495 0 1590133 0 1590133 JP MORGAN ST CAPITAL GAIN D 2023-12-31 206638 209519 -2881 0 -2881 JP MORGAN LT CAPITAL GAIN D 2023-12-31 611452 489118 122334 0 122334 119453 0 2169 2169 2169 850 850 X 0 1319 0 false false false false false false false true true LA true false false false false true N/A RICHARD ZUSCHLAG 3372913302 108 ASTORIA LOOP LAFAYETTE LA 70508 false false false false false false false false false false false false false false false false false false false false false RICHARD ZUSCHLAG 108 ASTORIA LOOP LAFAYETTE LA 70508 TRUSTEE 1.000 0 0 0 ELAINE ZUSCHLAG 108 ASTORIA LOOP LAFAYETTE LA 70508 TRUSTEE 1.000 0 0 0 RICHARD B ZUSCHLAG 108 ASTORIA LOOP LAFAYETTE LA 70508 TRUSTEE 1.000 0 0 0 JOSEPH B ZUSCHLAG 108 ASTORIA LOOP LAFAYETTE LA 70508 TRUSTEE 1.000 0 0 0 ERIN E LEBLANC 108 ASTORIA LOOP LAFAYETTE LA 70508 TRUSTEE 1.000 0 0 0 0 0 1718724 102118 50000 1870842 0 1870842 28063 1842779 92139 92139 2169 2169 89970 2500 92470 92470 375250 0 0 375250 92470 0 2020 2019 0 493348 258139 281602 473785 294632 1801506 375250 0 0 0 92470 282780 0 2084286 0 0 0 0 0 493348 1590938 258139 281602 473785 294632 282780 RICHARD ZUSCHLAG ELAINE ZUSCHLAG X AQUINAS INSTITUE 103 RAILROAD AVE ST MARTINVILLE LA 70582 None PC DONATION, BENEDICT SYMPOSIUM 1000 ASCENSION EPISCOPAL SCHOOL 1030 JOHNSTON ST LAFAYETTE LA 70501 None PC SOLA GIVING DAY 2500 BISHOP'S SERVICES APPEAL DIOCESE OF LAFAYETTE 1408 CARMEL D LAFAYETTE LA 70501 None PC DONATION 10000 BOY SCOUTS OF AMERICA SOUTHEAST LOUISIANA COUNCIL PO BOX 1146 METAIRIE LA 70004 None PC DONATION 5000 BRIDGE MINISTRY OF ACADIANA PO BOX 62029 LAFAYETTE LA 70596 None PC DONATION 500 CARMELITE MONESTARY 1250 CAMEL DR LAFAYETTE LA 70501 None PC DONATION 1000 CATHEDRAL OF ST JOHN THE EVANGELIST 515 CATHEDRAL ST LAFAYETTE LA 70501 None PC 5-YEAR PLEDGE; INSTALLMENT 1 OF 5; CHURCH RESTORATION 10000 CATHOLIC CHARITIES OF ACADIAN PO BOX 3177 LAFAYETTE LA 70502 None PC MATCHING GIFT/ST.JOSEPH DINNER 12500 CATHOLIC CHARITIES OF ACADIAN 400 SAINT JOHN ST LAFAYETTE LA 705015707 None PC DONATION 500 CFAHOPSICE OF ACADIANA 2600 JOHNSTON ST STE 200 LAFAYETTE LA 70503 None PC DONATION 500 CHILDREN'S HOSPITAL NEW ORLEANS 200 HENRY CLAY AVE NEW ORLEANS LA 70118 None PC 5-YEAR PLEDGE; INSTALLMENT 5 OF 5 10000 CHILDREN'S MUSEUM OF ACADIANA 201 E CONGRESS ST LAFAYETTE LA 70501 None PC GRANT FOR NEW ROOF 5000 CROSS CATHOLIC OUTREACH 2700 N MILITARY TRAIL STE 300 BOCA RATON FL 334273908 None PC DONATION, KOBONAL HAITI MISSION 5000 CROSS CATHOLIC OUTREACH 2700 N MILITARY TRAIL STE 300 BOCA RATON FL 334273908 None PC DONATION, KOBONAL HAITI MISSION 2500 DAY ONE FOUNDATION PO BOX 695 BROUSSARD LA 70518 None PC DONATION 1000 DUCKS UNLIMITED INC ONE WATERFOWL WAY MEMPHIS TN 38120 None PC LOUISIANA WETLANDS 5YR SPONSORSHIP; INSTALLMENT 1 OF 5 20000 DYNAMIC CATHOLIC 5081 OLYMPIC BLVD ERLANGER KY 41018 None PC DONATION 25000 GOVERNOR'S MANSION PRESERVATION FOUNDATION 1001 CAPITAL ACCESS RD BATON ROUGE LA 70802 None PC DONATION; BOOK "MEMORIES IN THE MANSION" 5000 GREENVILLE AREA SCHOOL DISTRICT EDUCATIONAL FUND 9 DONATION RD GREENVILLE PA 16125 None PC DONATION; BOB GAFLEY IMMERSIVE READING LIBRARY 10000 HOLY FAMILY CATHOLIC SCHOOL HIGH SCHOOL SCHOLARSHIP FUND 200 ST JOHN ST LAFAYETTE LA 70501 None PC DONATION 5000 HOSPICE OF ACADIANA 2600 JOHNSTON ST LAFAYETTE LA 70503 None PC DONATION TO ENDOWMENT FUND; JANET/EMERY ZUSCHLAG AND ANN/ADLEY DUPUIS 10000 HOSPICE OF ACADIANA 2600 JOHNSTON ST LAFAYETTE LA 70503 None PC 2024 GALA SPONSORSHIP 5000 JESUITS USA CENTRAL AND SOUTHERN PROVINCE 4511 WEST PINE BLVD ST LOUIS MO 63108 None PC DONATION 5000 JUNIOR LEAGUE OF LAFAYETTE 504 RICHLAND AVE LAFAYETTE LA 70508 None PC DONATION 2500 LOUISIANA FIRST FOUNDATION 1001 CAPITAL ACCESS RD BATON ROUGE LA 70802 None PC DONATION, CARDINAL NICHOLS 5000 LOVE OUR SCHOOLS 1035 CAMELLIA BLVD LAFAYETTE LA 70508 None PC DONATION 12500 NEW HORIZONS FOUNDATION INC 731 CHAPEL HILLS DR COLORADO SPRINGS CO 80920 None PC DONATION; I LIKE GIVING INTERNATIONAL PROJECT 25000 OUR LADY OF FATIMA CATHOLIC SCHOOL 2316 JOHNSTON ST LAFAYETTE LA 70503 None PC PAVE THE WAY PLEDGE; INSTALLMENT 2 OF 2 15000 OUR LADY OF WISDOM 501 E ST MARY BLVD LAFAYETTE LA 70503 None PC 2023 MINISTRY PARTNER PLEDGE; INSTALLMENT 2 OF 2 2500 OUR LADY OF WISDOM 501 E ST MARY BLVD LAFAYETTE LA 70503 None PC DONATION; RAGIN CAJUN CATHOLICS 1000 OUR LADY OF WISDOM CHURCH 501 E ST MARY BLVD LAFAYETTE LA 70503 None PC RAGIN CAJUN CATHOLICS MINISTRY PARTNER PLEDGE 2500 OUR LADY OF WISDOM CHURCH 501 E ST MARY BLVD LAFAYETTE LA 70503 None PC BOIL N BASH SPONSORSHIP 1500 OUR LADY OF WISDOM CHURCH 501 E ST MARY BLVD LAFAYETTE LA 70503 None PC 5-YEAR PLEDGE; INSTALLMENT 1 OF 5; CHURCH BUILDING 10000 PARISH PROUD PO BOX 82277 LAFAYETTE LA 70598 None PC DONATION 500 PERFORMING ARTS SERVING ACADIANA (PASA) PO BOX 51974 LAFAYETTE LA 70505 None PC MEMBERSHIP DONATION 500 RAGIN CAJUNS ATHLETIC FOUNDATION (RCAF) PO BOX 43603 LAFAYETTE LA 70506 None PC DONATION 2500 SACRED HEART CATHOLIC CHURCH 200 W MAIN ST BROUSSARD LA 70518 None PC ONE HEART BUILDING PROJECT PLEDGE; INSTALLMENT 2 OF 2 25000 SAINT ANNE CATHOLIC CHURCH 201 CHURCH ST YOUNGSVILLE LA 70592 None PC BUILDING PROJECT PLEDGE; INSTALLMENT 2 OF 2 25000 SPECIAL OLYMPICS LOUISIANA 46 LOUIS PRIMA DR STE A COVINGTON LA 70433 None PC DONATION 250 ST JOSEPH SEMINARY COLLEGE 75376 RIVER RD ST BENEDICT LA 70457 None PC DONATION 2500 ST PIUS X CHURCH PO BOX 80489 LAFAYETTE LA 705980489 None PC ANNUAL CONTRIBUTION (1 OF 2) 30000 ST PIUS X CHURCH PO BOX 80489 LAFAYETTE LA 705980489 None PC BIANNUAL PLEDGE 30000 TIGER ATHLETIC FOUNDATION 155 NORTH STADIUM DR BATON ROUGE LA 70803 None PC FOOTBALL OPERATIONS BUILDING FUND 20000 UL LAFAYETTE FOUNDATION 705 E ST MARY BLVD D LAFAYETTE LA 70503 None PC DONATIONL MOODY COLLEGE OF BUSINESS, IN MEMORY OF BI MOODY 1000 USH ONE SEE PO BOX 14126 NEW IBERIA LA 70562 None PC DONATION; 5K 1250 WLAE-TV EDUCATIONAL BROADCASTING FOUNDATION PO BOX 792497 NEW ORLEANS LA 701792497 None PC GEORGE RODRIGUE DOCUMENTARY 5000 WOMEN OF WISDOM OF ACADIANA PO BOX 92391 LAFAYETTE LA 705092391 None PC DONATION; CARENCRO HIGH SCHOOL 500 WOMEN OF WISDOM OF ACADIANA PO BOX 92391 LAFAYETTE LA 705092391 None PC DONATION; LAFAYETTE MIDDLE SCHOOL 500 WOMEN OF WISDOM OF ACADIANA PO BOX 92391 LAFAYETTE LA 705092391 None PC DONATION; NORTHSIDE HIGH SCHOOL 500 WOMEN OF WISDOM OF ACADIANA PO BOX 92391 LAFAYETTE LA 705092391 None PC DONATION; J.W. FAULK ELEMENTARY 500 375000 0 14 7 14 44548 18 119453 Recovered Grant 1 2500 Other Income 1 1103 Rewards Points Cash Redemption 1 117 0 167728 0 167728 false false false false false false false false false false X X 1 RICHARD AND ELAINE ZUSCHLAG 108 ASTORIA LOOP LAFAYETTE LA 70508 425000 X FIDELITY 500 INDEX-FD-AL 351111 400225 ISHARES S&P 500 GROWTH ETF 0 0 ISHARES S&P 500 VALUE ETF 0 0 ISHARES RUSSELL 1000 VALUE E 0 0 ISHARES RUSSELL 1000 GROWTH 0 0 SIX CIRCLES US UNCONSTRAINED EQ 203185 266758 SPDR S&P 500 ETF TRUST 87071 344124 ISHARES MSCI EAFE INDEX FUND 43726 59074 JP MORGAN BETABUILDERS CANADA 35353 46936 SIX CIRCLES INTERNATIONAL 155219 170787 JPMORGAN BETABUILDERS EUROPE ETF 35431 37972 JPMORGAN BETABUILDERS JAPAN ETF 60814 67488 JPM BTABLDRS DEV ASIA X-JPN 37497 38370 FIDELITY INTL INDX-INST PRM 6000 6229 349982 329774 0 0 BLACKROCK EVNT DRVN EQ-INST FMV 0 0 NEUBERGER BERMAN LONG SH-INS FMV 15563 17912 BLACKSTONE ALT MULT-STRAT FMV 34643 34509 PIMCO DYNAMIC BOND-INST FMV 9326 8843 INVESTMENT IN THINKGENETIC FMV 25000 25000 INVESTMENT IN NEURORESCUE FMV 25000 25000 AMERICAN BEACON AHL MGD-R5 FMV 8535 8441 K2 ALTERNATIVE STRAT-R6 FMV 3172 3158 PIMCO MRTG OPP & BND-INST FMV 17530 17568 BANK FEES 95 95 ONLINE PAYMENT SERVICE FEES 155 155 Recovered Grant 2500 Other Income 1103 Rewards Points Cash Redemption 117 JP MORGAN AGENCY FEES 6838 6838 FOREIGN TAXES PAID 1145 1145