2021-05-05T16:13:17-05:00 2020-12-31 346565596 ERNST & YOUNG US LLP 111 MONUMENT CIRCLE SUITE 4000 INDIANAPOLIS IN 46204 990PF 2020-01-01 522364513 ZUSCHLAG FAMILY FOUNDATION C/O RICHARD E ZUSCHLAG TRUSTEE ZUSC 3372913302 108 ASTORIA LOOP LAFAYETTE LA 70508 RICHARD ZUSCHLAG TRUSTEE 3372913302 2021-05-05 1 RICHARD ZUSCHLAG 999009999 JENNIFER D RHODERICK P00395735 3176817000 0 AAL1 IAL1 2020 2022-09-23 18:48:47Z X 1830798 X 325000 5 5 31011 31011 12922 869462 12922 1000 0 0 369938 43938 0 0 0 0 0 6275 6275 0 0 3403 753 0 0 9678 7028 0 0 358833 357333 368511 7028 0 357333 1427 36910 0 97732 213967 213967 255444 261484 279368 933267 817824 1213316 128974 123569 124147 1415417 1416844 1830798 0 0 X 1415417 1416844 0 0 0 0 1415417 1416844 1415417 1416844 1415417 1427 0 1416844 0 1416844 CAPITAL GAIN DISTRIBUTIONS 2020-12-31 6146 6146 6146 JP MORGAN ST CAPITAL LOSS 2020-12-31 329011 346872 -17861 -17861 JP MORGAN LT CAPITAL GAIN 2020-12-31 534305 509668 24637 24637 12922 513 0 513 0 513 1844 0 0 0 1844 0 1331 1331 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 1429776 68317 50000 1548093 0 0 1548093 23221 1524872 76244 76244 513 513 75731 0 75731 0 75731 357333 0 357333 0 357333 75731 0 2018 2017 2016 0 218348 156053 276066 493348 258139 1401954 357333 0 0 0 75731 281602 0 0 1683556 0 0 0 0 0 0 218348 1465208 156053 276066 493348 258139 281602 RICHARD ZUSCHLAG ELAINE ZUSCHLAG X 232-HELP PO BOX 52763 LAFAYETTE LA 70501 NONE PC GENERAL SUPPORT 2500 ACADIAN CENTRAL OFFICE PO BOX 61144 LAFAYETTE LA 70506 NONE NC QUARTERLY DONATION FOR ALCOHOLICS 500 AMIKIDS INC 611 CELESTINE LA TORTUE RD BRANCH LA 70516 NONE PC GENERAL SUPPORT 2500 AOC COMMUNITY MEDIA PO BOX 3363 LAFAYETTE LA 70502 NONE PC THE CURRENT 750 BISHOP'S SERVICES APPEAL 1408 CARMEL DRIVE LAFAYETTE LA 70501 NONE PC ANNUAL CONTRIBUTION 6000 BOYS & GIRLS CLUB OF LOUISIANA PO BOX 51503 LAFAYETTE LA 70505 NONE PC GENERAL SUPPORT 25000 BOYS & GIRLS CLUBS OF ACADIANA PO BOX 62166 LAFAYETTE LA 70596 NONE PC PLEDGE INSTALLMENT 5 OF 5 1500 CARMELITE MONASTERY 1250 CARMEL DRIVE LAFAYETTE LA 70501 NONE PC GENERAL SUPPORT 2500 CATHOLIC CHARITIES OF ACADIANA 405 ST JOHN ST LAFAYETTE LA 70502 NONE PC GENERAL SUPPORT 1250 CARDINAL TIMOTHY DOLAN 1011 1ST AVENUE NEW YORK NY 10022 NONE NC GENERAL SUPPORT 1000 CHILDREN'S HOSPITAL NEW ORLEANS 200 HENRY CLAY AVE NEW ORLEANS LA 70118 NONE PC INSTALLMENT 2 OF PLEDGE 10000 COMMUNITY FOUNDATION OF ACADIANA 1035 CAMELLIA BLVD STE 100 LAFAYETTE LA 70508 NONE PC SOLA GIVING DAY; CATH. CHARITIES OF ACADIANA; BOYS & GIRLS CLUB; 232-HELP; PASA; LOVE OUR CMNTY RELIEF FND 29500 DIOCESE OF LAFAYETTE 1408 CARMEL DRIVE LAFAYETTE LA 70501 NONE PC FINAL INSTALLMENT PLEDGE/COVID RELIEF 20000 DYNAMIC CATHOLIC INSTITUTE 5081 OLYMPIC BLVD ERLANGER KY 41018 NONE PC PLEDGE INSTALLMENT 2 OF 3 10000 ENDOWMENT OF THE UNITED STATES INSTITUTE OF PEACE 2301 CONSTITUTION AVE NW WASHINGTON DC 20037 NONE PC FINAL PLEDGE INSTALLMENT 25000 HOSPICE OF ACADIANA FOUNDATION 2600 JOHNSTON ST STE 200 LAFAYETTE LA 70503 NONE PC MEMORIAL & BUTTERFLY GARDEN 8333 JESUITS USA CENTRAL AND SOUTHERN PROVINCE 4511 W PINE BLVD ST LOUIS MO 63108 NONE PC GENERAL SUPPORT 2500 NEW IBERIA MUSEUM FOUNDATION PO BOX 14151 NEW IBERIA LA 70562 NONE PC THE KATHLEEN BABINEAUX BLANCO EXHIBIT, BAYOU TECHE MUSEUM 5000 OCHSNER HEALTH SYSTEM 1514 JEFFERSON HWY BRENT HOUSE 607 NEW ORLEANS LA 70121 NONE PC WILLIAM A. OLIVER CARDIOLOGY FUND 2500 OPUS CHRISTI MAGNUM PO BOX 3177 LAFAYETTE LA 70502 NONE PC PROGRAM SUPPORT 7500 OUR FUTURE OUR FAMILY PO BOX 64512 BATON ROUGE LA 70896 NONE PC GENERAL SUPPORT 500 OUR LADY OF FATIMA SCHOOL FOUNDATION 2315 JOHNSTON ST LAFAYETTE LA 70503 NONE PC ROSS & BETH LEBLANC DONATION/BLAISE & MONICA ZUSCHLAG DONATION 5000 SECOND HARVEST FOOD BANK 215 E PINHOOK RD LAFAYETTE LA 705018533 NONE PC GENERAL SUPPORT 1000 ST LA SALLE AUXILIARY 917 S JAHNCKE AVE COVINGTON LA 70433 NONE PC PROGRAM SUPPORT 500 ST MARY MAGDALEN CHURCH PO BOX 1507 ABBEVILLE LA 705111507 NONE PC GENERAL SUPPORT 20000 ST PATRICK'S CATHEDRAL 5TH AVE NEW YORK NY 10022 NONE PC GENERAL SUPPORT 5000 ST PAUL CATHOLIC CHURCH 326 S WASHINGTON ST LAFAYETTE LA 70501 NONE PC GENERAL SUPPORT 2500 ST PIUS X CHURCH PO BOX 80489 LAFAYETTE LA 705980489 NONE PC ANNUAL CONTRIBUTION 80000 ST THOMAS MORE CATHOLIC HIGH SCHOOL 450 E FARREL RD LAFAYETTE LA 70508 NONE PC PLEDGE INSTALLMENT 3 OF 5 37500 TEURLINGS HIGH SCHOOL 139 TEURLINGS DRIVE LAFAYETTE LA 70501 NONE PC BLAIR & SARA ZUSCHLAG 2500 THE FRIENDS OF THE LOUISIANA POLITICAL MUSEUM 499 EAST MAIN ST WINNFIELD LA 71483 NONE PC GENERAL SUPPORT 500 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 358833 0 14 5 14 31011 18 12922 REIMBURSEMENT OF TAXABLE EXPENDITURE 01 1000 0 44938 0 44938 0 0 0 0 0 0 0 0 0 0 X X 1 RICHARD AND ELAINE ZUSCHLAG 108 ASTORIA LOOP LAFAYETTE LA 70508 325000 X FIDELITY 500 INDEX-FD-AL 36037 44911 ISHARES S&P 500 GROWTH ETF 57610 83987 ISHARES S&P 500 VALUE ETF 58164 72331 ISHARES RUSSELL 1000 VALUE E 58162 74928 ISHARES RUSSELL 1000 GROWTH 57621 87052 SIX CIRCLES US UNCONSTRAINED EQ 121338 160725 SPDR S&P 500 ETF TRUST 105674 315929 ISHARES CORE MSCI EAFE ETF 17759 20243 ISHARES MSCI EAFE INDEX FUND 60489 78140 JP MORGAN BETABUILDERS CANADA 44184 49421 SIX CIRCLES INTERNATIONAL 105254 111308 JPMORGAN BETABUILDERS EUROPE ETF 13004 15750 JPMORGAN BETABUILDERS JAPAN ETF 39172 48384 JPM BTABLDRS DEV ASIA X-JPN 13996 17264 ISHARES CORE MSCI EMERGING 29360 32943 261484 279368 0 0 BLACKROCK EVNT DRVN EQ-INST FMV 13620 13879 NEUBERGER BERMAN LONG SH-INS FMV 13491 14932 BLACKSTONE ALT MULT-STRAT FMV 32230 30736 PIMCO MTRG OPP & BND-INST FMV 14228 14600 INVESTMENT IN THINKGENETIC FMV 25000 25000 INVESTMENT IN NUERORESCUE FMV 25000 25000 REIMBURSEMENT OF TAXABLE EXPENDITURE 1000 0 JP MORGAN AGENCY FEES 6275 6275 0 0 EXCISE TAXES PAID 2650 0 0 0 FOREIGN TAXES PAID 753 753 0 0