JULIUS STULMAN FOUNDATION INC: Form 990PF, tax year 2022

View the entire original 990 at ProPublica ↗

Organization
JULIUS STULMAN FOUNDATION INC (EIN 31-1550822)
Tax period
2022-01-01 to 2022-12-31
Filed
2023-06-12
IRS object ID
202341639349101009
Schema version
2022v5.0
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 ReturnHeader

FieldValueIRS element (for citing)
Return2023-06-12T11:19:39-07:00ReturnTs
Tax Period End2022-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN020583514PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1Maryellen Mastrogiorgio CPABusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line119 Mountain AvenueAddressLine1Txt
CityMount KiscoCityNm
State AbbreviationNYStateAbbreviationCd
ZIP10549ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2022-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN311550822EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1THE JULIUS STULMAN FOUNDATION INCBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlJULIBusinessNameControlTxt
Phone2127248286PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1C/O J STULMAN 215 WEST 90TH STREETAddressLine1Txt
CityNEW YORKCityNm
State AbbreviationNYStateAbbreviationCd
ZIP10024ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonSTEPHEN L STULMANPersonNm
Person TitleDIRECTOR, PRESPersonTitleTxt
Signature2023-06-08SignatureDt
Discuss With Paid PreparerfalseDiscussWithPaidPreparerInd

Signing Officer SigningOfficerGrp

Person Full Name PersonFullName

FieldValueIRS element (for citing)
Person FirstSTEPHEN LPersonFirstNm
Person LastSTULMANPersonLastNm
FieldValueIRS element (for citing)
SSN999009999SSN
FieldValueIRS element (for citing)
IRS Responsible Prty Info CurrYes (true)IRSResponsiblePrtyInfoCurrInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonMaryellen MastrogiorgioPreparerPersonNm
PTINP00346180PTIN
Phone9143951830PhoneNum
Self EmployedYes (X)SelfEmployedInd

Additional Filer Information AdditionalFilerInformation

Trusted Customer TrustedCustomerGrp

FieldValueIRS element (for citing)
Trusted Customer2TrustedCustomerCd
Authentication Assurance LevelAAL1AuthenticationAssuranceLevelCd
Identity Assurance LevelIAL1IdentityAssuranceLevelCd
Federated Assurance LevelFAL1FederatedAssuranceLevelCd
FieldValueIRS element (for citing)
Tax2022TaxYr
Build TS2023-04-26 12:10:37ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$1,571,165FMVAssetsEOYAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Schedule B Not RequiredYes (X)ScheduleBNotRequiredInd
Interest On Sav Rev And Expnss$11InterestOnSavRevAndExpnssAmt
Interest On Sav Net Invst Incm$11InterestOnSavNetInvstIncmAmt
Dividends Rev And Expnss$23,914DividendsRevAndExpnssAmt
Dividends Net Invst Incm$23,914DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss-$26,418NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$1,570,259GrossSalesPriceAmt
Total Rev And Expnss-$2,493TotalRevAndExpnssAmt
Total Net Invst Incm$23,925TotalNetInvstIncmAmt
Accounting Fees Rev And Expnss$1,600AccountingFeesRevAndExpnssAmt
Accounting Fees Net Invst Incm$800AccountingFeesNetInvstIncmAmt
Accounting Fees Chrtbl Prps$800AccountingFeesChrtblPrpsAmt
Other Prof Fees Rev And Expnss$9,703OtherProfFeesRevAndExpnssAmt
Other Prof Fees Net Invst Incm$9,703OtherProfFeesNetInvstIncmAmt
Taxes Rev And Expnss$3,071TaxesRevAndExpnssAmt
Taxes Net Invst Incm$67TaxesNetInvstIncmAmt
Trav Conf Meeting Rev And Expnss$14,000TravConfMeetingRevAndExpnssAmt
Trav Conf Meeting Dsbrs Chrtbl$14,000TravConfMeetingDsbrsChrtblAmt
Other Expenses Rev And Expnss$84,645OtherExpensesRevAndExpnssAmt
Other Expenses Dsbrs Chrtbl$84,090OtherExpensesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss$113,019TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$10,570TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$98,890TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$492,500ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$492,500ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$605,519TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$10,570TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$591,390TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses-$608,012ExcessRevenueOverExpensesAmt
Net Investment Income$13,355NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Sav And Temp Cash Invst BOY$213,013SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY$1,040,352SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV$1,040,352SavAndTempCashInvstEOYFMVAmt
Corporate Stock BOY$797,818CorporateStockBOYAmt
Corporate Stock EOY$216,088CorporateStockEOYAmt
Corporate Stock EOYFMV$530,813CorporateStockEOYFMVAmt
Corporate Bonds BOY$853,621CorporateBondsBOYAmt
Total Assets BOY$1,864,452TotalAssetsBOYAmt
Total Assets EOY$1,256,440TotalAssetsEOYAmt
Total Assets EOYFMV$1,571,165TotalAssetsEOYFMVAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Org Does Not Follow FASB117Yes (X)OrgDoesNotFollowFASB117Ind
Capital Stock BOY$1,864,452CapitalStockBOYAmt
Capital Stock EOY$1,256,440CapitalStockEOYAmt
Tot Net Ast Or Fund Balances BOY$1,864,452TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$1,256,440TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$1,864,452TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$1,256,440TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$1,864,452TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses-$608,012ExcessRevenueOverExpensesAmt
Subtotal$1,256,440SubtotalAmt
Tot Net Ast Or Fund Balances EOY$1,256,440TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (3 entries)

PropertyPropertyDescHow AcquiredHowAcquiredCdAcquiredAcquiredDtSoldSoldDtGross Sales PriceGrossSalesPriceAmtCost Or Other BasisCostOrOtherBasisAmtGain Or LossGainOrLossAmtGains Minus Excess Or LossesGainsMinusExcessOrLossesAmt
SEE ATTACHED SHORT-TERM COVERED SALESP2022-01-012022-12-31$429,381$462,377-$32,996-$32,996
SEE ATTACHED LONG-TERM COVERED SALESP2020-01-012022-12-31$1,140,785$1,134,300$6,485$6,485
Capital Gain Dividends$93
FieldValueIRS element (for citing)
Capital Gain Net Income-$26,418CapitalGainNetIncomeAmt
Net Short Term Capital Gain Loss-$32,996NetShortTermCapitalGainLossAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$186InvestmentIncomeExciseTaxAmt
Subtotal$186SubtotalAmt
Tax Based On Investment Income$186TaxBasedOnInvestmentIncomeAmt
Extsn Request Income Tax Paid$1,000ExtsnRequestIncomeTaxPaidAmt
Total Payments And Credits$1,000TotalPaymentsAndCreditsAmt
Form2220 AttachedYes (X)Form2220AttachedInd
Overpayment$814OverpaymentAmt
Applied To ES Tax$814AppliedToESTaxAmt

Statements Regarding Acty StatementsRegardingActyGrp

FieldValueIRS element (for citing)
Legislative Political ActyfalseLegislativePoliticalActyInd
More Than100 SpentfalseMoreThan100SpentInd
Form1120 POL FiledfalseForm1120POLFiledInd
Activities Not Previously RptfalseActivitiesNotPreviouslyRptInd
Changes To Articles Or BylawsfalseChangesToArticlesOrBylawsInd
Unrelated Bus Incm Over LimitfalseUnrelatedBusIncmOverLimitInd
Organization Dissolved EtcfalseOrganizationDissolvedEtcInd
Section508e Rqr SatisfiedYes (true)Section508eRqrSatisfiedInd
At Least5000 In AssetsYes (true)AtLeast5000InAssetsInd
Org Report Or Register StateFLOrgReportOrRegisterStateCd
Form990 PF Filed With Atty GenYes (true)Form990PFFiledWithAttyGenInd
Private Operating FoundationfalsePrivateOperatingFoundationInd
New Substantial ContributorsfalseNewSubstantialContributorsInd
Own Controlled EntityfalseOwnControlledEntityInd
Donor Advised FundfalseDonorAdvisedFundInd
Comply With Public Insp RqrYes (true)ComplyWithPublicInspRqrInd
Website AddressN/AWebsiteAddressTxt

Persons With Books Name PersonsWithBooksName

FieldValueIRS element (for citing)
Business Name Line1JAMES K STULMANBusinessNameLine1Txt
FieldValueIRS element (for citing)
Phone2127248286PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line1215 WEST 90TH STREET 5BAddressLine1Txt
CityNEW YORKCityNm
State AbbreviationNYStateAbbreviationCd
ZIP10024ZIPCd
FieldValueIRS element (for citing)
Foreign Accounts QuestionfalseForeignAccountsQuestionInd

Statements Regarding Acty4720 StatementsRegardingActy4720Grp

FieldValueIRS element (for citing)
Sale Or Exch Disqualified PrsnfalseSaleOrExchDisqualifiedPrsnInd
Brrw Or Lend Disqualified PrsnfalseBrrwOrLendDisqualifiedPrsnInd
Furn Goods Disqualified PrsnfalseFurnGoodsDisqualifiedPrsnInd
Pay Comp Disqualified PrsnfalsePayCompDisqualifiedPrsnInd
Transfer Ast Disqualified PrsnfalseTransferAstDisqualifiedPrsnInd
Payment To Government OfficialfalsePaymentToGovernmentOfficialInd
Acts Fail To Qlfy As ExceptionsfalseActsFailToQlfyAsExceptionsInd
Uncorrected Prior ActsfalseUncorrectedPriorActsInd
Undistributed Income PYfalseUndistributedIncomePYInd
Business HoldingsfalseBusinessHoldingsInd
Jeopardy InvestmentsfalseJeopardyInvestmentsInd
Uncorrected PY Jeopardy InvstfalseUncorrectedPYJeopardyInvstInd
Influence LegislationfalseInfluenceLegislationInd
Influence ElectionfalseInfluenceElectionInd
Grants To IndividualsfalseGrantsToIndividualsInd
Grants To OrganizationsfalseGrantsToOrganizationsInd
Noncharitable PurposefalseNoncharitablePurposeInd
Rcv Fnds To Pay Prsnl Bnft CntrctfalseRcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft CntrctfalsePayPremiumsPrsnlBnftCntrctInd
Prohibited Tax Shelter TransfalseProhibitedTaxShelterTransInd
Subj To Tax Rmnrtn Ex Prcht PymtfalseSubjToTaxRmnrtnExPrchtPymtInd

Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp

Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (5 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdTitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmt
STEPHEN L STULMAN
151 CENTRAL PARK WESTNEW YORKNY10023DIRECTOR, PRES1.00$0
JESSICA R SHEINMAN
10 WOODWAY LANEWILTONCT06897DRIECTOR, VP1.00$0
JAMES K STULMAN
490 WEST END AVENUENEW YORKNY10024DIRECTOR, SECY1.00$0
LAURA COOPER
18 BOWER STREETSOUTH BURLINGTONVT05403Director1.00$0
ANDREA S DENNETT
2 GREENACRE COURTGREAT NECKNY11021DIRECTOR, TREAS1.00$0
FieldValueIRS element (for citing)
Comp Of Hghst Pd Empl Or NONENONECompOfHghstPdEmplOrNONETxt
Comp Of Hghst Pd Cntrct Or NONENONECompOfHghstPdCntrctOrNONETxt

Minimum Investment Return MinimumInvestmentReturnGrp

FieldValueIRS element (for citing)
Average Monthly FMV Of Sec$1,131,696AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$843,446AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$1,975,142TotalFMVOfUnusedAssetsAmt
Reduction Claimed$0ReductionClaimedAmt
Adjusted Total FMV Of Unused Ast$1,975,142AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$29,627CashDeemedCharitableAmt
Net Vl Noncharitable Assets$1,945,515NetVlNoncharitableAssetsAmt
Minimum Investment Return$97,276MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$97,276MinimumInvestmentReturnAmt
Tax Based On Investment Income$186TaxBasedOnInvestmentIncomeAmt
Total Tax$186TotalTaxAmt
Distributable Before Adj$97,090DistributableBeforeAdjAmt
Distributable Before Ded$97,090DistributableBeforeDedAmt
Distributable As Adjusted$97,090DistributableAsAdjustedAmt

PF Qualifying Distributions PFQualifyingDistributionsGrp

FieldValueIRS element (for citing)
Expenses And Contributions$591,390ExpensesAndContributionsAmt
Qualifying Distributions$591,390QualifyingDistributionsAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$97,090DistributableAsAdjustedAmt
Excess Distribution Cyov Yr5$292,015ExcessDistributionCyovYr5Amt
Excess Distribution Cyov Yr4$191,695ExcessDistributionCyovYr4Amt
Excess Distribution Cyov Yr3$131,864ExcessDistributionCyovYr3Amt
Excess Distribution Cyov Yr2$101,554ExcessDistributionCyovYr2Amt
Excess Distribution Cyov Yr1$125,374ExcessDistributionCyovYr1Amt
Total Excess Distribution Cyov$842,502TotalExcessDistributionCyovAmt
Qualifying Distributions$591,390QualifyingDistributionsAmt
Treated As Distri From Corpus$0TreatedAsDistriFromCorpusAmt
Applied To Current Year$97,090AppliedToCurrentYearAmt
Remaining Distri From Corpus$494,300RemainingDistriFromCorpusAmt
Total Corpus$1,336,802TotalCorpusAmt
Undistributed Income CY$0UndistributedIncomeCYAmt
Excess Distri Cyov From Yr5$292,015ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr$1,044,787ExcessDistriCyovToNextYrAmt
Excess From Year4$191,695ExcessFromYear4Amt
Excess From Year3$131,864ExcessFromYear3Amt
Excess From Year2$101,554ExcessFromYear2Amt
Excess From Year1$125,374ExcessFromYear1Amt
Excess From Current Year$494,300ExcessFromCurrentYearAmt

Supplementary Information SupplementaryInformationGrp

FieldValueIRS element (for citing)
Only Contri To PreselectedYes (X)OnlyContriToPreselectedInd

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (21 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmt
KBY CONGREGATIONS TOGETHER
PO BOX 23170BROOKLYNNY11202PUBLICRELIGIOUS$75,000
DRISHA INST JEWISH EDUCATION
131 WEST 86TH STREETNEW YORKNY10024PUBLICRELIGIOUS, EDUCATION$10,000
CONGREGATION B'NAI JESHURUN
270 WEST 89TH STREETNEW YORKNY10024PUBLICRELIGIOUS$50,000
PEF ISRAEL ENDOWMENT
630 THIRD AVENUENEW YORKNY10017PUBLICRELIGIOUS, EDUCATION, RESEARCH$69,000
YALE UNIVERSITY
ONE PROSPECT STREETNEW HAVENCT06520PUBLICEDUCATION$1,500
HILLEL INTERNATIONAL
800 EIGHTH STREET NWWASHINGTONDC20001PUBLICEDUCATION, STUDENT PROGRAMS$50,000
GIFT OF LIFE BONE MARROW FDN
800 YAMATO ROADBOCA RATONFL33431PUBLICMEDICAL RESEARCH, SUPPORT$10,000
CONGREGATION OHAVI ZEDEK
118 WEST 95TH STREETNEW YORKNY10025PUBLICRELIGIOUS EDUCATION$25,000
FRIENDS OF BRIDGEHAMPTON LIBRARY
2478 MAIN STREETBRIDGEHAMPTONNY11932PUBLICLITERACY, COMMUNITY PROGRAMS$100
AMERICAN FRIENDS OF BAR ILAN UNIVER
160 EAST 56TH STREETNEW YORKNY10022PUBLICEDUCATION$90,000
BROWN UNIVERSITY
BOX 1877PROVIDENCERI02912PUBLICEDUCATION$10,000
FREDERICK M TUTTLE MIDDLE SCHOOL
500 DORSET STREETSOUTH BURLINGTONVT05403PUBLICEDUCATION$700
METROPOLITAN MUSEUM OF ART
1000 FIFTH AVENUENEW YORKNY10028PUBLICCULTURAL EXHIBITIONS, PROGRAMS$1,200
UJA FEDERATION OF NY
130 EAST 59TH STREETNEW YORKNY10022PUBLICCULTURAL, COMMUNITY WELFARE$1,000
FRIENDS OF TORAT CHAIM EDUC CENTER
7 DERBY AVENUECEDARHURSTNY11516PUBLICCULTURAL PROGRAMS$5,000
SAVE THE CHILDREN
501 KINGS HIGHWAY EASTFAIRFIELDCT06825PUBLICCHILD WELFARE$8,000
SHALOM HARTMAN INSTITUTE OF N AMERI
475 RIVERSIDE DRIVENEW YORKNY10115PUBLICRELIGIOUS, CULTURAL EDUCATION$45,000
TRUSTEES OF TUFTS UNIVERSITY
419 BOSTON AVENUEMEDFORDMA02165PUBLICEDUCATION$10,000
SCHOKE JEWISH FAMILY SERVICES
733 SUMMER STREETSTAMFORDCT06901PUBLICCOMMUNITY WELFARE, PROGRAMS$5,000
HONEY FOUNDATION FOR ISRAEL
220 PACKARD AVENUEMEDFORDMA02155PUBLICRELIGIOUS, COMMUNITY PROGRAMS$25,000
MOISHE HOUSE
5082 MONROE ROADCHARLOTTENC28212PUBLICFAMILY SERVICES$1,000
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$492,500TotalGrantOrContriPdDurYrAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$11ExclusionAmt

Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$23,914ExclusionAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Exclusion18ExclusionCd
Exclusion-$26,418ExclusionAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Exclusion-$2,493ExclusionAmt
FieldValueIRS element (for citing)
Total Income Producing Acty-$2,493TotalIncomeProducingActyAmt

Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp

FieldValueIRS element (for citing)
Trnsfr Of Cash To Nonchrtbl EOfalseTrnsfrOfCashToNonchrtblEOInd
Trnsfr Other Asset Nonchrtbl EOfalseTrnsfrOtherAssetNonchrtblEOInd
Sales Or Exchanges Of AssetsfalseSalesOrExchangesOfAssetsInd
Purchase Of Assets Nonchrtbl EOfalsePurchaseOfAssetsNonchrtblEOInd
Rental Of Facilities Oth AssetsfalseRentalOfFacilitiesOthAssetsInd
Reimbursement ArrangementsfalseReimbursementArrangementsInd
Loans Or Loan GuaranteesfalseLoansOrLoanGuaranteesInd
Performance Of Services EtcfalsePerformanceOfServicesEtcInd
Sharing Of Facilities EtcfalseSharingOfFacilitiesEtcInd
Relationships Nonchrtbl EOfalseRelationshipsNonchrtblEOInd

Accounting Fees Schedule AccountingFeesSchedule

Accounting Fees Detail AccountingFeesDetail

FieldValueIRS element (for citing)
CategoryTAX PREPARATION FEESCategoryTxt
Amt$1,600Amt
Net Investment Income$800NetInvestmentIncomeAmt
Adjusted Net Income$0AdjustedNetIncomeAmt
Disbursements Charitable Prps$800DisbursementsCharitablePrpsAmt

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp (10 entries)

StockStockNmEOY Book ValueEOYBookValueAmtEOYFMVEOYFMVAmt
SPDR S&P 500 ETF TRUST$216,088$530,813
FIDELITY INTL INDEX FUND
FIDELITY 500 INDEX FUND
SIX CIRCLES US UNCONSTRAINED FUND
SIX CIRCLES INTERNATIONAL FUND
JPM BETABUILDERS CANADA ETF
JPM BETABUILDERS EUROPE ETF
JPM BETABUILDERS JAPAN ETF
JPM BETABUILDERS DEVELOPED ASIA
ISHARES CORE MSCI EMERGING MARKET

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp (5 entries)

DescDescRevenue And Expenses Per BooksRevenueAndExpensesPerBooksAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
BANK FEES$210
CORPORATE FILING FEES$330
GRANT RESEARCH CONSULTANT$82,500$82,500
MISCELLANEOUS$15
PHILANTHROPY MEMBERSHIPS$1,590$1,590

Other Professional Fees Schedule OtherProfessionalFeesSchedule

Other Professional Fees Detail OtherProfessionalFeesDetail

FieldValueIRS element (for citing)
CategoryINVESTMENT MANAGEMENT FEESCategoryTxt
Amt$9,703Amt
Net Investment Income$9,703NetInvestmentIncomeAmt
Adjusted Net Income$0AdjustedNetIncomeAmt
Disbursements Charitable Prps$0DisbursementsCharitablePrpsAmt

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail (2 entries)

CategoryCategoryTxtAmtAmtNet Investment IncomeNetInvestmentIncomeAmt
FOREIGN TAX WITHHELD$67$67
TAX PAID WITH 2021TAX RETURN$3,004

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