JULIA CARELL STADLER FOUNDATION TR: Form 990PF, tax year 2021
View the entire original 990 at ProPublica ↗
- Organization
- JULIA CARELL STADLER FOUNDATION TR (EIN 62-6314877)
- Tax period
- 2021-01-01 to 2021-12-31
- Filed
- 2022-09-12
- IRS object ID
- 202202559349100820
- Schema version
- 2021v4.2
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990-PF
- Schedule B
- Accounting Fees Schedule
- Investments Corp Bonds Schedule
- Investments Corp Stock Schedule
- Investments Other Schedule2
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2022-09-12T12:24:45-05:00 | ReturnTs |
| Tax Period End | 2021-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 621199757 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | LBMC PC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 1869 | AddressLine1Txt |
| City | BRENTWOOD | CityNm |
| State Abbreviation | TN | StateAbbreviationCd |
| ZIP | 370241869 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2021-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 626314877 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE JULIA CARELL STADLER FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | JULI | BusinessNameControlTxt |
| Phone | 6153851038 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 4432 TYNE BOULEVARD | AddressLine1Txt |
| City | NASHVILLE | CityNm |
| State Abbreviation | TN | StateAbbreviationCd |
| ZIP | 37215 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | JULIA CARELL STADLER | PersonNm |
| Person Title | DIRECTOR | PersonTitleTxt |
| Phone | 6153851038 | PhoneNum |
| Signature | 2022-08-03 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | JULIA | PersonFirstNm |
| Person Last | CARELL STADLER | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | 999009999 | SSN |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | MICHAEL GANSCHOW | PreparerPersonNm |
| PTIN | P01395484 | PTIN |
| Phone | 6153774600 | PhoneNum |
| Preparation | 2022-08-03 | PreparationDt |
Additional Filer Information AdditionalFilerInformation
Trusted Customer TrustedCustomerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | 3 | TrustedCustomerCd |
| Authentication Assurance Level | AAL1 | AuthenticationAssuranceLevelCd |
| Identity Assurance Level | IAL1 | IdentityAssuranceLevelCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2021 | TaxYr |
| Build TS | 2023-04-26 12:10:37Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $4,871,740 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Rcvd Rev And Expnss | $184,546 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $64 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $64 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $111,238 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $111,238 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $86,236 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $508,149 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $231,750 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $382,084 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $343,052 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $0 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $0 | CompOfcrDirTrstDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $2,650 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $0 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $2,650 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $2,898 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $2,898 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $3,450 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $2,274 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $8,998 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $5,172 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $2,650 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $196,450 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $196,450 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $205,448 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $5,172 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $199,100 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $176,636 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $337,880 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $53,791 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $70,073 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $70,073 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $1,642,636 | CorporateStockBOYAmt |
| Corporate Stock EOY | $1,475,766 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $2,549,734 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $1,490,059 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $1,760,048 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $1,778,603 | CorporateBondsEOYFMVAmt |
| Other Investments BOY | $381,408 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $438,643 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $473,330 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $3,567,894 | TotalAssetsBOYAmt |
| Total Assets EOY | $3,744,530 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $4,871,740 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $0 | CapitalStockBOYAmt |
| Capital Stock EOY | $0 | CapitalStockEOYAmt |
| Additional Paid In Capital BOY | $0 | AdditionalPaidInCapitalBOYAmt |
| Additional Paid In Capital EOY | $0 | AdditionalPaidInCapitalEOYAmt |
| Retained Earning BOY | $3,567,894 | RetainedEarningBOYAmt |
| Retained Earning EOY | $3,744,530 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $3,567,894 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $3,744,530 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $3,567,894 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $3,744,530 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $3,567,894 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $176,636 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $3,744,530 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $3,744,530 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (4 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|
| GOLDMAN SACHS #52618-3 | P | $255,654 | $234,706 | $20,948 | $20,948 |
| GOLDMAN SACHS #52618-3 | P | $2,950 | $2,661 | $289 | $289 |
| GOLDMAN SACHS #52619-1 | D | $185,417 | $39,032 | $146,385 | $146,385 |
| CAPITAL GAINS DIVIDENDS | P | $64,128 | $64,128 | $64,128 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $231,750 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $4,697 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $4,697 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $4,697 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $1,280 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $6,000 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $7,280 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $5 | EsPenaltyAmt |
| Overpayment | $2,578 | OverpaymentAmt |
| Applied To ES Tax | $2,578 | AppliedToESTaxAmt |
| Refund | $0 | RefundAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | 0 | LegislativePoliticalActyInd |
| More Than100 Spent | 0 | MoreThan100SpentInd |
| Form1120 POL Filed | 0 | Form1120POLFiledInd |
| Section4955 Organization Tax | $0 | Section4955OrganizationTaxAmt |
| Section4955 Managers Tax | $0 | Section4955ManagersTaxAmt |
| Tax Reimbursed | $0 | TaxReimbursedAmt |
| Activities Not Previously Rpt | 0 | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | 0 | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | 0 | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (1) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (1) | AtLeast5000InAssetsInd |
| Org Report Or Register State | TN | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (1) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | 0 | PrivateOperatingFoundationInd |
| New Substantial Contributors | 0 | NewSubstantialContributorsInd |
| Own Controlled Entity | 0 | OwnControlledEntityInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (1) | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
| Individual With Books | LBMC PC | IndividualWithBooksNm |
| Phone | 6153774600 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 201 FRANKLIN RD | AddressLine1Txt |
| City | BRENTWOOD | CityNm |
| State Abbreviation | TN | StateAbbreviationCd |
| ZIP | 37027 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | 0 | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | 0 | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | 0 | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | 0 | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | 0 | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | 0 | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | 0 | PaymentToGovernmentOfficialInd |
| Uncorrected Prior Acts | 0 | UncorrectedPriorActsInd |
| Undistributed Income PY | 0 | UndistributedIncomePYInd |
| Business Holdings | 0 | BusinessHoldingsInd |
| Jeopardy Investments | 0 | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | 0 | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | 0 | InfluenceLegislationInd |
| Influence Election | 0 | InfluenceElectionInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Noncharitable Purpose | 0 | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | JULIA CARELL STADLER | PersonNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 4432 TYNE BOULEVARD | AddressLine1Txt |
| City | NASHVILLE | CityNm |
| State Abbreviation | TN | StateAbbreviationCd |
| ZIP | 37215 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Title | CHAIRMAN | TitleTxt |
| Average Hrs Per Wk Devoted To Pos | 4.00 | AverageHrsPerWkDevotedToPosRt |
| Compensation | $0 | CompensationAmt |
| Employee Benefit Program | $0 | EmployeeBenefitProgramAmt |
| Expense Account Other Allwnc | $0 | ExpenseAccountOtherAllwncAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
| Contractor Paid Over50k | 0 | ContractorPaidOver50kCnt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | N/A | Description1Txt |
| Expenses1 | $0 | Expenses1Amt |
| Total | $0 | TotalAmt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $4,518,018 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $128,769 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $4,646,787 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $4,646,787 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $69,702 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $4,577,085 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $228,854 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $228,854 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $4,697 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $4,697 | TotalTaxAmt |
| Distributable Before Adj | $224,157 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $224,157 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $224,157 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $199,100 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $199,100 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $224,157 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $196,302 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Total Excess Distribution Cyov | $0 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $199,100 | QualifyingDistributionsAmt |
| Applied To Year1 | $196,302 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $2,798 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $0 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $0 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Prior Year Deficiency Or Tax | $0 | PriorYearDeficiencyOrTaxAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $221,359 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $0 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $0 | ExcessDistriCyovToNextYrAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | JULIA CARELL STADLER | ContributingManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (10 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| CHEEKWOOD | |||||||
| 1200 FORREST PARK DRIVE | NASHVILLE | TN | 37205 | NONE | PUBLIC CHARITY | TO FURTHER CHARITABLE PURPOSE | $25,000 |
| FRIENDS OF WARNER PARK | |||||||
| 50 VAUGHN ROAD | NASHVILLE | TN | 37221 | NONE | PUBLIC CHARITY | TO FURTHER CHARITABLE PURPOSE | $1,000 |
| GARDEN CLUB OF NASHVILLE | |||||||
| PO BOX 50608 | NASHVILLE | TN | 372050608 | NONE | PUBLIC CHARITY | TO FURTHER CHARITABLE PURPOSE | $250 |
| MONROE CARELL JR CHILDREN'S HOSPITAL | |||||||
| 2200 CHILDRENS WAY | NASHVILLE | TN | 37232 | NONE | PUBLIC CHARITY | TO FURTHER CHARITABLE PURPOSE | $100,000 |
| NASHVILLE ZOO AT GRASSMERE | |||||||
| 3777 NOLENSVILLE RD | NASHVILLE | TN | 37211 | NONE | PUBLIC CHARITY | TO FURTHER CHARITABLE PURPOSE | $4,200 |
| ST CECILIA CONGREGATION | |||||||
| 801 DOMINICAN DRIVE | NASHVILLE | TN | 37228 | NONE | PUBLIC CHARITY | TO FURTHER CHARITABLE PURPOSE | $2,500 |
| THE CAVALIER RESCUE | |||||||
| 5330 TECHNOLOGY LANE | BIRMINGHAM | AL | 35217 | NONE | PUBLIC CHARITY | TO FURTHER CHARITABLE PURPOSE | $10,000 |
| VANDERBILT UNIVERSITY | |||||||
| 461 21ST AVE S | NASHVILLE | TN | 37232 | NONE | PUBLIC CHARITY | TO FURTHER CHARITABLE PURPOSE | $50,000 |
| NURTURE THE NEXT | |||||||
| 600 HILL AVE SUITE 202 | NASHVILLE | TN | 37210 | NONE | PUBLIC CHARITY | TO FURTHER CHARITABLE PURPOSE | $2,500 |
| SOCIETY OF CERES | |||||||
| 99 CHAUNCY STREET 6TH FLOOR | BOSTON | MA | 02111 | NONE | PUBLIC CHARITY | TO FURTHER CHARITABLE PURPOSE | $1,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $196,450 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $64 | ExclusionAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $111,238 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $86,236 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $197,538 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $197,538 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | 0 | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | 0 | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | 0 | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | 0 | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | 0 | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | 0 | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | 0 | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | 0 | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | 0 | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | 0 | RelationshipsNonchrtblEOInd |
Schedule B IRS990ScheduleB
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| General Rule | Yes (X) | GeneralRuleInd |
Contributor Information ContributorInformationGrp (10 entries)
| ContributorContributorNum | Address Line1ContributorUSAddress/AddressLine1Txt | CityContributorUSAddress/CityNm | State AbbreviationContributorUSAddress/StateAbbreviationCd | ZIPContributorUSAddress/ZIPCd | Total ContributionsTotalContributionsAmt | Noncash ContributionNoncashContributionInd |
|---|---|---|---|---|---|---|
| JULIA C STADLER | ||||||
| 1 | 4432 TYNE BLVD | NASHVILLE | TN | 37215 | $580 | Yes (X) |
| JULIA C STADLER | ||||||
| 2 | 4432 TYNE BLVD | NASHVILLE | TN | 37215 | $3,012 | Yes (X) |
| JULIA C STADLER | ||||||
| 3 | 4432 TYNE BLVD | NASHVILLE | TN | 37215 | $5,033 | Yes (X) |
| JULIA C STADLER | ||||||
| 4 | 4432 TYNE BLVD | NASHVILLE | TN | 37215 | $11,524 | Yes (X) |
| JULIA C STADLER | ||||||
| 5 | 4432 TYNE BLVD | NASHVILLE | TN | 37215 | $15,949 | Yes (X) |
| JULIA C STADLER | ||||||
| 6 | 4432 TYNE BLVD | NASHVILLE | TN | 37215 | $25,184 | Yes (X) |
| JULIA C STADLER | ||||||
| 7 | 4432 TYNE BLVD | NASHVILLE | TN | 37215 | $26,729 | Yes (X) |
| JULIA C STADLER | ||||||
| 8 | 4432 TYNE BLVD | NASHVILLE | TN | 37215 | $27,559 | Yes (X) |
| JULIA C STADLER | ||||||
| 9 | 4432 TYNE BLVD | NASHVILLE | TN | 37215 | $28,833 | Yes (X) |
| JULIA C STADLER | ||||||
| 10 | 4432 TYNE BLVD | NASHVILLE | TN | 37215 | $40,141 | Yes (X) |
Non Cash Property Contribution NonCashPropertyContributionGrp (10 entries)
| ContributorContributorNum | Noncash PropertyNoncashPropertyDesc | Fair Market ValueFairMarketValueAmt | ReceivedReceivedDt |
|---|---|---|---|
| 1 | 16 SHS VONTIER CORPORATION | $580 | 2021-09-10 |
| 2 | 40 SHS FORTIVE CORPORATION | $3,012 | 2021-09-10 |
| 3 | 66 SHS COGNIZANT TECHNOLOGY | $5,033 | 2021-09-10 |
| 4 | 5 SHS BOOKING HOLDINGS INC | $11,524 | 2021-09-10 |
| 5 | 102 SHS THE TRAVELERS COMPANIES INC | $15,949 | 2021-09-10 |
| 6 | 362 SHS CITIGROUP INC | $25,184 | 2021-09-10 |
| 7 | 81 SHS DANAHER CORPORATION | $26,729 | 2021-09-10 |
| 8 | 185 SHS APPLE INC | $27,559 | 2021-09-10 |
| 9 | 83 SHS MASTERCARD INCORPORATED | $28,833 | 2021-09-10 |
| 10 | 106 SHS FACEBOOK | $40,141 | 2021-09-10 |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING FEES | CategoryTxt |
| Amt | $2,650 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $2,650 | DisbursementsCharitablePrpsAmt |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond | GOLDMAN SACHS ACCT# 52618-3 | BondNm |
| EOY Book Value | $1,760,048 | EOYBookValueAmt |
| EOYFMV | $1,778,603 | EOYFMVAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | GOLDMAN SACHS ACCT# 52618-3 | StockNm |
| EOY Book Value | $1,475,766 | EOYBookValueAmt |
| EOYFMV | $2,549,734 | EOYFMVAmt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category Or Item | GOLDMAN SACHS ACCT# 52618-3 | CategoryOrItemTxt |
| Listed At Cost Or FMV | AT COST | ListedAtCostOrFMVCd |
| Book Value | $438,643 | BookValueAmt |
| EOYFMV | $473,330 | EOYFMVAmt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | INVESTMENT FEES - GOLDMAN SACHS | CategoryTxt |
| Amt | $2,898 | Amt |
| Net Investment Income | $2,898 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| FOREIGN TAXES - GOLDMAN SACHS | $2,274 | $2,274 | $0 |
| TAXES | $1,176 | $0 | $0 |
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