2022-04-12T10:19:29-05:00 2021-12-31 346565596 ERNST & YOUNG US LLP 111 MONUMENT CIRCLE SUITE 4000 INDIANAPOLIS IN 46204 990PF 2021-01-01 522364513 ZUSCHLAG FAMILY FOUNDATION C/O RICHARD E ZUSCHLAG TRUSTEE ZUSC 3372913302 108 ASTORIA LOOP LAFAYETTE LA 70508 RICHARD ZUSCHLAG TRUSTEE 3372913302 2022-04-12 1 RICHARD ZUSCHLAG 999009999 JENNIFER D RHODERICK P00395735 3176817000 3 AAL1 IAL1 2021 2022-09-23 18:48:47Z X 1942011 X 400000 16 16 51643 51643 51026 297856 51026 875 0 503560 102685 0 0 0 7900 7900 0 1206 906 0 9106 8806 0 568958 568583 578064 8806 568583 -74504 93879 213967 37878 37878 261484 231912 229541 817824 935819 1535823 123569 136731 138769 1416844 1342340 1942011 0 0 X 1416844 1342340 0 0 0 0 1416844 1342340 1416844 1342340 1416844 -74504 0 1342340 0 1342340 JP MORGAN ST CAPITAL GAIN 2021-12-31 206481 180605 25876 25876 JP MORGAN LT CAPITAL GAIN 2021-12-31 77410 66225 11185 11185 CAPITAL GAIN DISTRIBUTIONS 2021-12-31 13965 13965 13965 51026 1305 0 1305 0 1305 1331 0 0 0 1331 0 26 26 0 0 0 0 0 0 0 0 0 0 0 1 1 LA 1 0 0 0 0 1 N/A RICHARD ZUSCHLAG 3372913302 108 ASTORIA LOOP LAFAYETTE LA 70508 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 1 0 0 0 0 RICHARD ZUSCHLAG 108 ASTORIA LOOP LAFAYETTE LA 70508 TRUSTEE 1.00 0 0 0 ELAINE ZUSCHLAG 108 ASTORIA LOOP LAFAYETTE LA 70508 TRUSTEE 1.00 0 0 0 RICHARD B ZUSCHLAG 108 ASTORIA LOOP LAFAYETTE LA 70508 TRUSTEE 1.00 0 0 0 JOSEPH B ZUSCHLAG 108 ASTORIA LOOP LAFAYETTE LA 70508 TRUSTEE 1.00 0 0 0 ERIN E LEBLANC 108 ASTORIA LOOP LAFAYETTE LA 70508 TRUSTEE 1.00 0 0 0 NONE 0 NONE 0 0 1703410 197926 50000 1951336 0 0 1951336 29270 1922066 96103 96103 1305 1305 94798 0 94798 0 94798 568583 0 568583 94798 0 0 156053 276066 493348 258139 281602 1465208 568583 0 0 0 94798 473785 0 0 1938993 0 0 0 0 0 0 156053 1782940 276066 493348 258139 281602 473785 RICHARD ZUSCHLAG ELAINE ZUSCHLAG X 232-HELP 1005 JEFFERSON ST LAFAYETTE LA 70501 NONE PC GENERAL SUPPORT 2500 AMERICAN HEART ASSOCIATION 110 VETERANS BLVD STE 160 METAIRIE LA 70005 NONE PC CPR KITS 2500 BISHOP'S SERVICES APPEAL 1408 CARMEL DRIVE LAFAYETTE LA 70501 NONE PC ANNUAL CONTRIBUTION 6000 BRIDGE MINISTRY OF ACADIANA PO BOX 62029 LAFAYETTE LA 70596 NONE PC GENERAL SUPPORT 1250 CATHOLIC CHARITIES OF ACADIANA PO BOX 3177 LAFAYETTE LA 70502 NONE PC GENERAL SUPPORT 1250 CHILDREN'S HOSPITAL NEW ORLEANS 200 HENRY CLAY AVE NEW ORLEANS LA 70118 NONE PC INSTALLMENT 3 OF 5 PLEDGE 10000 COMMUNITY FOUNDATION OF ACADIANA 1035 CAMELLIA BLVD STE 100 LAFAYETTE LA 70508 NONE PC HOLY FAMILY CATHOLIC SCHOOL; SOLA GIVING DAY-DIOCESE OF LAFAYETTE-ST. JOSEPH HARDSHIP FUND; SOLA GIVING DAY-BRIDGE MINISTRY OF ACADIANA 42000 DUCKS UNLIMITED 1 WATERFOWL WAY MEMPHIS TN 38120 NONE PC INSTALLMENT 1 OF 2 12500 DYNAMIC CATHOLIC INSTITUTE 5081 OLYMPIC BLVD ERLANGER KY 41018 NONE PC PLEDGE INSTALLMENT 3 OF 3 12500 FOUNDATION FOR EXCELLENCE IN LOUISIANA PUBLIC BROADCASTING 7733 PERKINS RD BATAN ROUGE LA 70810 NONE PC GENERAL SUPPORT 2500 HOGS FOR THE CAUSE PO BOX 792300 NEW ORLEANS LA 70129 NONE PC PEDIATRIC CANCER 1250 HOLY FAMILY CATHOLIC SCHOOL CO DIOCESE OF LAFAYETTE 200 ST JOHN ST LAFAYETTE LA 70501 NONE PC GENERAL SUPPORT 250000 HOSPICE OF ACADIANA FOUNDATION 2600 JOHNSTON ST STE 200 LAFAYETTE LA 70503 NONE PC MEMORIAL & BUTTERFLY GARDEN 8333 JUNIOR LEAGUE OF LAFAYETTE 504 RICHLAND AVE LAFAYETTE LA 70508 NONE PC TINSEL & TREASURE 2500 LAKE CHARLES CHARTER ACADEMY FOUNDATION INC PO BOX 16747 LAKE CHARLES LA 70616 NONE PC GENERAL SUPPORT 2500 LSU FOUNDATION 3796 NICHOLSON DRIVE BATAN ROUGE LA 70802 NONE PC PRESIDENT'S SCHOLARSHIP PROGRAM 25000 NEW IBERIA MUSEUM FOUNDATION PO BOX 14151 NEW IBERIA LA 70562 NONE PC BLANCO EXHIBIT 10000 OPUS CHRISTI MAGNUM PO BOX 3177 LAFAYETTE LA 70502 NONE PC PROGRAM SUPPORT 10000 OUR LADY OF FATIMA SCHOOL FOUNDATION 2315 JOHNSTON ST LAFAYETTE LA 70503 NONE PC ROSS & BETH LEBLANC DONATION/BLAISE & MONICA ZUSCHLAG DONATION 5000 PERFORMING ARTS SERVING ACADIANA PO BOX 51974 LAFAYETTE LA 70505 NONE PC GENERAL SUPPORT 500 RAGIN CAJUNS ATHLETIC FOUNDATION PO BOX 43603 LAFAYETTE LA 70504 NONE SO I QUARTERBACK CLUB 5000 COMMUNITY FOUNDATION OF WESTERN PA AND EASTERN OH 7 WEST STATE STREET SUITE 301 SHARON PA 16146 NONE PC RESTORE RIVERSIDE PARK FUND 2500 SERVANTS OF THE LORD AND THE VIRGIN OF MATARA 533 WEST TIODA ST PHILADELPHIA PA 19140 NONE PC TANZANIA MISSION 500 ST LA SALLE AUXILIARY 917 ST JAHNCKE AVE COVINGTON LA 70433 NONE PC PROGRAM SUPPORT 500 ST MARY MAGDALEN CHURCH PO BOX 1507 ABBEVILLE LA 70511 NONE PC GENERAL SUPPORT 12500 ST PIUS X CHURCH PO BOX 80489 LAFAYETTE LA 705980489 NONE PC ANNUAL CONTRIBUTION 60000 ST THOMAS MORE CATHOLIC HIGH SCHOOL 450 E FARREL RD LAFAYETTE LA 70508 NONE PC PLEDGE INSTALLMENT 4 OF 5 37500 THE CURRENT MEDIA INC 106 MEMORY LANE LAFAYETTE LA 70506 NONE PC GENERAL SUPPORT 750 THE NATIONAL WORLD WAR II MUSEUM 945 MAGAZINE STREET LAFAYETTE LA 70130 NONE PC GENERAL SUPPORT 1250 TIGER ATHLETIC FOUNDATION PO BOX 711 BATON ROUGE LA 70821 NONE PC FOOTBALL OPERATIONS BUILDING FUND 20000 UNITED WAY 215 E PINHOOK RD LAFAYETTE LA 70501 NONE PC ANNUAL CONTRIBUTION 20000 ACADIAN CENTRAL OFFICE PO BOX 61144 LAFAYETTE LA 70506 NONE NC QUARTERLY DONATION FOR ALCOHOLICS 375 568958 0 14 16 14 51643 18 51026 REIMBURSEMENT OF TAXABLE EXPENDITURE 01 875 0 103560 0 103560 0 0 0 0 0 0 0 0 0 0 X X 1 RICHARD AND ELAINE ZUSCHLAG 108 ASTORIA LOOP LAFAYETTE LA 70508 400000 X FIDELITY 500 INDEX-FD-AL 21899 22922 ISHARES S&P 500 GROWTH ETF 57610 110110 ISHARES S&P 500 VALUE ETF 58164 88496 ISHARES RUSSELL 1000 VALUE E 52325 82789 ISHARES RUSSELL 1000 GROWTH 52354 100234 SIX CIRCLES US UNCONSTRAINED EQ 175636 235717 SPDR S&P 500 ETF TRUST 105674 401341 ISHARES CORE MSCI EAFE ETF 17759 21870 ISHARES MSCI EAFE INDEX FUND 60489 84266 JP MORGAN BETABUILDERS CANADA 44184 61891 SIX CIRCLES INTERNATIONAL 150992 169848 JPMORGAN BETABUILDERS EUROPE ETF 47106 53288 JPMORGAN BETABUILDERS JAPAN ETF 43959 52161 JPM BTABLDRS DEV ASIA X-JPN 34993 37498 FIDELITY INTL INDX-INST PRM 12675 13392 231912 229541 0 0 BLACKROCK EVNT DRVN EQ-INST FMV 17659 17731 NEUBERGER BERMAN LONG SH-INS FMV 13673 16275 BLACKSTONE ALT MULT-STRAT FMV 37577 37222 PIMCO DYNAMIC BOND-INST FMV 17822 17541 INVESTMENT IN THINKGENETIC FMV 25000 25000 INVESTMENT IN NUERORESCUE FMV 25000 25000 REIMBURSEMENT OF TAXABLE EXPENDITURE 875 875 JP MORGAN AGENCY FEES 7900 7900 0 FOREIGN TAXES PAID 906 906 0 EXCISE TAXES PAID 300 0 0