2023-05-13T00:32:10+00:00 2022-12-31 346565596 ERNST & YOUNG US LLP 111 MONUMENT CIRCLE SUITE 4000 INDIANAPOLIS IN 462045100 990PF 2022-01-01 522364513 ZUSCHLAG FAMILY FOUNDATION CO RICHARD E ZUSCHLAG TRUSTEE ZUSC 3372913302 108 ASTORIA LOOP LAFAYETTE LA 70508 RICHARD ZUSCHLAG TRUSTEE 3372913302 2023-05-13 true 999009999 Jennifer D Rhoderick P00395735 3176817000 2022 2023-04-26 12:10:37Z X 1646975 X 400000 14 14 40679 40679 -8999 142388 0 0 0 0 0 0 0 431694 40693 0 0 0 0 0 0 0 0 0 6657 6657 0 0 2462 1105 0 0 0 0 0 95 0 0 95 9214 7762 0 95 384215 384215 393429 7762 0 384310 38265 32931 0 37878 56765 56765 0 0 0 0 0 0 0 0 0 0 0 0 0 0 231912 309291 271229 935819 876769 1185269 0 0 0 0 0 0 136731 137813 133712 0 0 0 0 0 0 0 1342340 1380638 1646975 0 0 0 0 0 0 X 1342340 1380638 0 0 1342340 1380638 1342340 1380638 1342340 38265 33 1380638 0 1380638 JP MORGAN ST CAPITAL GAIN D 2022-12-31 66745 72193 -5448 0 -5448 JP MORGAN LT CAPITAL GAIN D 2022-12-31 74577 79194 -4617 0 -4617 CAPITAL GAIN DISTRIBUTIONS D 2022-12-31 1066 1066 0 1066 -8999 0 458 458 458 1308 1308 850 850 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 1612036 168128 50000 1830164 0 1830164 27452 1802712 90136 90136 458 458 89678 89678 89678 384310 0 0 384310 89678 0 2018 0 276066 493348 258139 281602 473785 1782940 384310 0 0 0 89678 294632 0 2077572 0 0 0 0 0 276066 1801506 493348 258139 281602 473785 294632 RICHARD ZUSCHLAG ELAINE ZUSCHLAG X ACADIANA SYMPHONY ASSOCIATION 412 TRAVIS STREET LAFAYETTE LA 70503 NONE PC GENERAL SUPPORT 1250 BISHOP'S SERVICES APPEAL 1408 CARMEL DRIVE LAFAYETTE LA 70501 NONE PC ANNUAL DONATION 10000 BOY SCOUTS OF AMERICA - EVANGELINE AREA COUNCIL 2266 SOUTH COLLEGE ROAD STE E LAFAYETTE LA 70508 NONE PC GENERAL SUPPORT 2500 BRIDGE MINISTRY OF ACADIANA PO BOX 62029 LAFAYETTE LA 70596 NONE PC SOLA - GIVING DAY 500 BRIDGE MINISTRY OF ACADIANA PO BOX 62029 LAFAYETTE LA 70596 NONE PC GENERAL SUPPORT 1250 CHILDREN'S HOSPITAL NEW ORLEANS 200 HENRY CLAY AVE NEW ORLEANS LA 70118 NONE PC PLEDGE INSTALLMENT 4 OF 5 10000 COMMUNITY FOUNDATION OF ACADIANA 1035 CAMELLIA BLVD STE 100 LAFAYETTE LA 70508 NONE PC PLEDGE INSTALLMENT 1 OF 2 5000 DUCKS UNLIMITED 1 WATERFOWL WAY MEMPHIS TN 38120 NONE PC H. Dale Hall Endowment Professorship at LSU, Lafayette Sponsors Banquet, Underwriter, Lafayette Wings Over Water 20465 DYNAMIC CATHOLIC INSTITUTE 5081 OLYMPOC BLVD ERLANGER KY 41018 NONE PC GENERAL SUPPORT 12500 HOSPICE OF ACADIANA FOUNDATION 2600 JOHNSTON ST STE 200 LAFAYETTE LA 70503 NONE PC SOLA - GIVING DAY 500 HUMANE SOCIETY OF LOUISIANA PO BOX 740321 NEW ORLEANS LA 70174 NONE PC GENERAL SUPPORT 500 JUNIOR LEAGUE OF LAFAYETTE 504 RICHLAND AVE LAFAYETTE LA 70508 NONE PC SPONSORSHIP 5000 LSU FOUNDATION 3796 NICHOLSON DRIVE BATON ROUGE LA 70802 NONE PC LSU SCHOLARSHIP FUND 30000 NSU FOUNDATION 535 UNIVERSITY PARKWAY NATCHITOCH LA 71497 NONE PC JEFF WEST SCHOLARSHIP FUND DONATION 500 OPUS CHRISTI MAGNUM PO BOX 3177 LAFAYETTE LA 70502 NONE PC EVENING W/THE BISHOP SPONSORSHIP 10000 OUR LADY OF FATIMA SCHOOL FOUNDATION 2315 JOHNSTON ST LAFAYETTE LA 70501 NONE PC PAVE THE WAY PLEDGE 15000 PERFORMING ARTS SERVING ACADIANA PO BOX 51974 LAFAYETTE LA 70505 NONE PC MEMBERSHIP DONATION 500 ST PIUS X CHURCH PO BOX 80489 LAFAYETTE LA 705980489 NONE PC ANNUAL PLEDGE 1 OF 2 30000 ST PIUS X CHURCH PO BOX 80489 LAFAYETTE LA 705980489 NONE PC ANNUAL PLEDGE 2 OF 2 30000 ST THOMAS MORE CATHOLIC HIGH SCHOOL 450 E FARREL RD LAFAYETTE LA 70508 NONE PC ENVISION CAMPAIGN, INSTALLMENT 5 OF 5 37500 TIGER ATHLETIC FOUNDATION PO BOX 711 BATON ROUGE LA 70821 NONE PC FOOTBALL OPERATIONS PLEDGE, INSTALLMENT 4 OF 5 20000 UNITED WAY OF ACADIANA 215 E PINHOOK RD LAFAYETTE LA 70501 NONE PC ANNUAL PLEDGE 20000 CARMELITE MONASTERY 1250 Carmel Dr Lafayette LA 70501 NONE PC GENERAL SUPPORT 1000 CROSS CATHOLIC OUTREACH 2700 N MILITARY TRAIL STE 300 BOCA RATON FL 33427 NONE PC HAITI MISSION SPONSORSHIP 5000 FRIENDS OF LOUISIANA POLITICAL MUESUM 499 E MAIN STREET WINFIELD LA 71483 NONE PC GENERAL SUPPORT 1000 JESUITS USA CENTRAL AND SOUTHERN PROVINCE 4511 W PINE BLVD ST LOUIS MO 63108 NONE PC DONATION IN MEMORY OF JANET KNAPP, AND DONATION 5000 LIGHT FOR UKRAINE 5016 SPEDALE CT 228 SPRING HILL TN 37174 NONE PC DONATION 2500 MONROE CARELL JR CHILDREN'S HOSPITAL AT VANDERBILT 2200 CHILDRENS WAY NASHVILLE TN 37232 NONE PC DONATION TO PROJECT ADAM 9000 OUR LADY OF WISDOM 501 E ST MARY BLVD LAFAYETTE LA 70503 NONE PC RAGIN CAJUN CATHOLICS MINISTRY PARTNER PLEDGE 2500 OUR LADY OF WISDOM 501 E ST MARY BLVD LAFAYETTE LA 70503 NONE PC RAGIN CAJUN CATHOLICS - SOLA - GIVING DAY 500 RICHARD LIPSEY ENDOWED SCHOLARSHIP FUND LSU College of the Coast Env Baton Rouge LA 70803 NONE PC SCHOLARSHIP FUND 20000 SACRED HEART CATHOLIC CHURCH 200 W Main St Broussard LA 70518 NONE PC ONE HEART BUILDING PROJECT, INSTALLMENT 1 OF 2 25000 SISTERS OF THE HOLY FAMILY 6901 CHEF MENTEUR BLVD NEW ORLEANS LA 70126 NONE PC GENERAL SUPPORT 1000 ST ANNE CATHOLIC CHURCH 201 Church St Youngsville LA 70592 NONE PC NEW CHURCH BUILDING PROJECT, INSTALLMENT 1 OF 2 25000 UL LAFAYETTE ALUMNI ASSOCIATION PO BOX 40151 LAFAYETTE LA 70504 NONE PC SPRING GALA SPONSORSHIP, HONORING HERB SCHILLING 2500 USH ONE SEE 33 OAK PLACE NEW IBERIA LA 70563 NONE PC 5K-1 MILE RUN FUN SPONSORSHIP 1250 UNITED WAY OF ACADIANA 215 E PINHOOK RD LAFAYETTE LA 70501 NONE PC ANNUAL PLEDGE 2 OF 2 20000 384215 0 14 14 14 40679 18 -8999 0 31694 0 31694 false false false false false false false false false false X X 1 RICHARD AND ELAINE ZUSCHLAG 108 ASTORIA LOOP LAFAYETTE LA 70508 400000 X FIDELITY 500 INDEX-FD-AL 39642 34885 ISHARES S&P 500 GROWTH ETF 57610 76986 ISHARES S&P 500 VALUE ETF 58164 81965 ISHARES RUSSELL 1000 VALUE E 52325 74763 ISHARES RUSSELL 1000 GROWTH 52354 70271 SIX CIRCLES US UNCONSTRAINED EQ 178037 183279 SPDR S&P 500 ETF TRUST 105674 323153 ISHARES CORE MSCI EAFE ETF 0 0 ISHARES MSCI EAFE INDEX FUND 58835 68463 JP MORGAN BETABUILDERS CANADA 44184 52764 SIX CIRCLES INTERNATIONAL 150992 142305 JPMORGAN BETABUILDERS EUROPE ETF 0 0 JPMORGAN BETABUILDERS JAPAN ETF 43959 42520 JPM BTABLDRS DEV ASIA X-JPN 34993 33915 FIDELITY INTL INDX-INST PRM 0 0 309291 271229 0 0 BLACKROCK EVNT DRVN EQ-INST FMV 17903 17528 NEUBERGER BERMAN LONG SH-INS FMV 14511 15000 BLACKSTONE ALT MULT-STRAT FMV 37577 35524 PIMCO DYNAMIC BOND-INST FMV 17822 15660 INVESTMENT IN THINKGENETIC FMV 25000 25000 INVESTMENT IN NEURORESCUE FMV 25000 25000 BANK FEES 95 95 CASH ADJUSTMENT 33 JP MORGAN AGENCY FEES 6657 6657 FOREIGN TAXES PAID 1105 1105 EXCISE TAXES PAID 1357