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JULIA CARELL STADLER FOUNDATION TR: Form 990PF, tax year 2024

View the entire original 990 at ProPublica ↗

Organization
JULIA CARELL STADLER FOUNDATION TR (EIN 62-6314877)
Tax period
2024-01-01 to 2024-12-31
Filed
2025-09-26
IRS object ID
202512699349100701
Schema version
2024v5.2
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 ReturnHeader

FieldValueIRS element (for citing)
Return2025-09-26T07:23:14-05:00ReturnTs
Tax Period End2024-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN621199757PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1LBMC PCBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line1PO BOX 1869AddressLine1Txt
CityBRENTWOODCityNm
State AbbreviationTNStateAbbreviationCd
ZIP370241869ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2024-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN626314877EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1THE JULIA CARELL STADLER FOUNDATIONBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlJULIBusinessNameControlTxt
Phone6153851038PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line14432 TYNE BOULEVARDAddressLine1Txt
CityNASHVILLECityNm
State AbbreviationTNStateAbbreviationCd
ZIP37215ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonJULIA CARELL STADLERPersonNm
Person TitleDIRECTORPersonTitleTxt
Phone6153851038PhoneNum
Signature2025-07-14SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd
FieldValueIRS element (for citing)
IRS Responsible Prty Info CurrYes (1)IRSResponsiblePrtyInfoCurrInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonMICHAEL GANSCHOWPreparerPersonNm
PTINP01395484PTIN
Phone6153774600PhoneNum
Preparation2025-07-14PreparationDt
FieldValueIRS element (for citing)
Tax2024TaxYr
Build TS2025-03-06 01:10:19ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$4,533,315FMVAssetsEOYAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Contri Rcvd Rev And Expnss$0ContriRcvdRevAndExpnssAmt
Schedule B Not RequiredYes (X)ScheduleBNotRequiredInd
Interest On Sav Rev And Expnss$1,503InterestOnSavRevAndExpnssAmt
Interest On Sav Net Invst Incm$1,503InterestOnSavNetInvstIncmAmt
Dividends Rev And Expnss$147,919DividendsRevAndExpnssAmt
Dividends Net Invst Incm$147,919DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss$280,333NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$687,958GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$280,333CapGainNetIncmNetInvstIncmAmt
Total Rev And Expnss$429,755TotalRevAndExpnssAmt
Total Net Invst Incm$429,755TotalNetInvstIncmAmt
Comp Ofcr Dir Trst Rev And Expnss$0CompOfcrDirTrstRevAndExpnssAmt
Comp Ofcr Dir Trst Net Invst Incm$0CompOfcrDirTrstNetInvstIncmAmt
Comp Ofcr Dir Trst Dsbrs Chrtbl$0CompOfcrDirTrstDsbrsChrtblAmt
Accounting Fees Rev And Expnss$2,975AccountingFeesRevAndExpnssAmt
Accounting Fees Net Invst Incm$0AccountingFeesNetInvstIncmAmt
Accounting Fees Chrtbl Prps$2,975AccountingFeesChrtblPrpsAmt
Other Prof Fees Rev And Expnss$438OtherProfFeesRevAndExpnssAmt
Other Prof Fees Net Invst Incm$438OtherProfFeesNetInvstIncmAmt
Other Prof Fees Dsbrs Chrtbl$0OtherProfFeesDsbrsChrtblAmt
Taxes Rev And Expnss$2,056TaxesRevAndExpnssAmt
Taxes Net Invst Incm$1,456TaxesNetInvstIncmAmt
Taxes Dsbrs Chrtbl$0TaxesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss$5,469TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$1,894TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$2,975TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$180,300ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$180,300ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$185,769TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$1,894TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$183,275TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses$243,986ExcessRevenueOverExpensesAmt
Net Investment Income$427,861NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Sav And Temp Cash Invst BOY$8,851SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY$15,803SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV$15,803SavAndTempCashInvstEOYFMVAmt
Corporate Stock BOY$1,289,344CorporateStockBOYAmt
Corporate Stock EOY$976,237CorporateStockEOYAmt
Corporate Stock EOYFMV$1,956,613CorporateStockEOYFMVAmt
Corporate Bonds BOY$1,697,009CorporateBondsBOYAmt
Corporate Bonds EOY$2,099,054CorporateBondsEOYAmt
Corporate Bonds EOYFMV$1,959,340CorporateBondsEOYFMVAmt
Other Investments BOY$440,497OtherInvestmentsBOYAmt
Other Investments EOY$588,593OtherInvestmentsEOYAmt
Other Investments EOYFMV$601,559OtherInvestmentsEOYFMVAmt
Total Assets BOY$3,435,701TotalAssetsBOYAmt
Total Assets EOY$3,679,687TotalAssetsEOYAmt
Total Assets EOYFMV$4,533,315TotalAssetsEOYFMVAmt
Total Liabilities BOY$0TotalLiabilitiesBOYAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Org Does Not Follow FASB117Yes (X)OrgDoesNotFollowFASB117Ind
Capital Stock BOY$0CapitalStockBOYAmt
Capital Stock EOY$0CapitalStockEOYAmt
Additional Paid In Capital BOY$0AdditionalPaidInCapitalBOYAmt
Additional Paid In Capital EOY$0AdditionalPaidInCapitalEOYAmt
Retained Earning BOY$3,435,701RetainedEarningBOYAmt
Retained Earning EOY$3,679,687RetainedEarningEOYAmt
Tot Net Ast Or Fund Balances BOY$3,435,701TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$3,679,687TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$3,435,701TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$3,679,687TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$3,435,701TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses$243,986ExcessRevenueOverExpensesAmt
Other Increases$0OtherIncreasesAmt
Subtotal$3,679,687SubtotalAmt
Other Decreases$0OtherDecreasesAmt
Tot Net Ast Or Fund Balances EOY$3,679,687TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (3 entries)

PropertyPropertyDescHow AcquiredHowAcquiredCdGross Sales PriceGrossSalesPriceAmtCost Or Other BasisCostOrOtherBasisAmtGain Or LossGainOrLossAmtGains Minus Excess Or LossesGainsMinusExcessOrLossesAmt
GOLDMAN SACHS #52618-3P$603,736$363,904$239,832$239,832
GOLDMAN SACHS #52618-3P$43,564$43,721-$157-$157
CAPITAL GAINS DIVIDENDSP$40,658$40,658$40,658
FieldValueIRS element (for citing)
Capital Gain Net Income$280,333CapitalGainNetIncomeAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$5,947InvestmentIncomeExciseTaxAmt
Tax Under Section511$0TaxUnderSection511Amt
Subtotal$5,947SubtotalAmt
Subtitle A Tax$0SubtitleATaxAmt
Tax Based On Investment Income$5,947TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx$2,071EstimatedPlusOvpmtIncmTxAmt
Exempt Frgn Org Tax Wthld At Srce$0ExemptFrgnOrgTaxWthldAtSrceAmt
Extsn Request Income Tax Paid$9,000ExtsnRequestIncomeTaxPaidAmt
Backup Withholding Withheld$0BackupWithholdingWithheldAmt
Total Payments And Credits$11,071TotalPaymentsAndCreditsAmt
Es Penalty$0EsPenaltyAmt
Overpayment$5,124OverpaymentAmt
Applied To ES Tax$5,124AppliedToESTaxAmt
Refund$0RefundAmt

Statements Regarding Acty StatementsRegardingActyGrp

FieldValueIRS element (for citing)
Legislative Political Acty0LegislativePoliticalActyInd
More Than100 Spent0MoreThan100SpentInd
Form1120 POL Filed0Form1120POLFiledInd
Section4955 Organization Tax$0Section4955OrganizationTaxAmt
Section4955 Managers Tax$0Section4955ManagersTaxAmt
Tax Reimbursed$0TaxReimbursedAmt
Activities Not Previously Rpt0ActivitiesNotPreviouslyRptInd
Changes To Articles Or Bylaws0ChangesToArticlesOrBylawsInd
Unrelated Bus Incm Over Limit0UnrelatedBusIncmOverLimitInd
Organization Dissolved Etc0OrganizationDissolvedEtcInd
Section508e Rqr SatisfiedYes (1)Section508eRqrSatisfiedInd
At Least5000 In AssetsYes (1)AtLeast5000InAssetsInd
Org Report Or Register StateTNOrgReportOrRegisterStateCd
Form990 PF Filed With Atty GenYes (1)Form990PFFiledWithAttyGenInd
Private Operating Foundation0PrivateOperatingFoundationInd
New Substantial Contributors0NewSubstantialContributorsInd
Own Controlled Entity0OwnControlledEntityInd
Donor Advised Fund0DonorAdvisedFundInd
Comply With Public Insp RqrYes (1)ComplyWithPublicInspRqrInd
Website AddressN/AWebsiteAddressTxt
Individual With BooksLBMC PCIndividualWithBooksNm
Phone6153774600PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line1201 FRANKLIN RDAddressLine1Txt
CityBRENTWOODCityNm
State AbbreviationTNStateAbbreviationCd
ZIP37027ZIPCd
FieldValueIRS element (for citing)
Foreign Accounts Question0ForeignAccountsQuestionInd

Statements Regarding Acty4720 StatementsRegardingActy4720Grp

FieldValueIRS element (for citing)
Sale Or Exch Disqualified Prsn0SaleOrExchDisqualifiedPrsnInd
Brrw Or Lend Disqualified Prsn0BrrwOrLendDisqualifiedPrsnInd
Furn Goods Disqualified Prsn0FurnGoodsDisqualifiedPrsnInd
Pay Comp Disqualified Prsn0PayCompDisqualifiedPrsnInd
Transfer Ast Disqualified Prsn0TransferAstDisqualifiedPrsnInd
Payment To Government Official0PaymentToGovernmentOfficialInd
Uncorrected Prior Acts0UncorrectedPriorActsInd
Undistributed Income PY0UndistributedIncomePYInd
Business Holdings0BusinessHoldingsInd
Jeopardy Investments0JeopardyInvestmentsInd
Uncorrected PY Jeopardy Invst0UncorrectedPYJeopardyInvstInd
Influence Legislation0InfluenceLegislationInd
Influence Election0InfluenceElectionInd
Grants To Individuals0GrantsToIndividualsInd
Grants To Organizations0GrantsToOrganizationsInd
Noncharitable Purpose0NoncharitablePurposeInd
Rcv Fnds To Pay Prsnl Bnft Cntrct0RcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft Cntrct0PayPremiumsPrsnlBnftCntrctInd
Prohibited Tax Shelter Trans0ProhibitedTaxShelterTransInd
Subj To Tax Rmnrtn Ex Prcht Pymt0SubjToTaxRmnrtnExPrchtPymtInd

Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp

Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp

FieldValueIRS element (for citing)
PersonJULIA CARELL STADLERPersonNm

US Address USAddress

FieldValueIRS element (for citing)
Address Line14432 TYNE BOULEVARDAddressLine1Txt
CityNASHVILLECityNm
State AbbreviationTNStateAbbreviationCd
ZIP37215ZIPCd
FieldValueIRS element (for citing)
TitleCHAIRMANTitleTxt
Average Hrs Per Wk Devoted To Pos4.00AverageHrsPerWkDevotedToPosRt
Compensation$0CompensationAmt
Employee Benefit Program$0EmployeeBenefitProgramAmt
Expense Account Other Allwnc$0ExpenseAccountOtherAllwncAmt
FieldValueIRS element (for citing)
Comp Of Hghst Pd Empl Or NONENONECompOfHghstPdEmplOrNONETxt
Other Employee Paid Over50k0OtherEmployeePaidOver50kCnt
Comp Of Hghst Pd Cntrct Or NONENONECompOfHghstPdCntrctOrNONETxt
Contractor Paid Over50k0ContractorPaidOver50kCnt

Sum Of Program Related Invst SumOfProgramRelatedInvstGrp

FieldValueIRS element (for citing)
Description1N/ADescription1Txt
Expenses1$0Expenses1Amt
Total$0TotalAmt

Minimum Investment Return MinimumInvestmentReturnGrp

FieldValueIRS element (for citing)
Average Monthly FMV Of Sec$4,464,154AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$32,677AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$4,496,831TotalFMVOfUnusedAssetsAmt
Reduction Claimed$0ReductionClaimedAmt
Acquisition Indebtedness$0AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast$4,496,831AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$67,452CashDeemedCharitableAmt
Net Vl Noncharitable Assets$4,429,379NetVlNoncharitableAssetsAmt
Minimum Investment Return$221,469MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$221,469MinimumInvestmentReturnAmt
Tax Based On Investment Income$5,947TaxBasedOnInvestmentIncomeAmt
Total Tax$5,947TotalTaxAmt
Distributable Before Adj$215,522DistributableBeforeAdjAmt
Recoveries Qualfied Distri$0RecoveriesQualfiedDistriAmt
Distributable Before Ded$215,522DistributableBeforeDedAmt
Deduction From Distributable$0DeductionFromDistributableAmt
Distributable As Adjusted$215,522DistributableAsAdjustedAmt

PF Qualifying Distributions PFQualifyingDistributionsGrp

FieldValueIRS element (for citing)
Expenses And Contributions$183,275ExpensesAndContributionsAmt
Program Related Invst Total$0ProgramRelatedInvstTotalAmt
Qualifying Distributions$183,275QualifyingDistributionsAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$215,522DistributableAsAdjustedAmt
Undistributed Income PY$167,063UndistributedIncomePYAmt
Total For Prior Years$0TotalForPriorYearsAmt
Total Excess Distribution Cyov$0TotalExcessDistributionCyovAmt
Qualifying Distributions$183,275QualifyingDistributionsAmt
Applied To Year1$167,063AppliedToYear1Amt
Applied To Prior Years$0AppliedToPriorYearsAmt
Treated As Distri From Corpus$0TreatedAsDistriFromCorpusAmt
Applied To Current Year$16,212AppliedToCurrentYearAmt
Remaining Distri From Corpus$0RemainingDistriFromCorpusAmt
Excess Distri Cyov App CY Corpus$0ExcessDistriCyovAppCYCorpusAmt
Excess Distribution Cyov App CY$0ExcessDistributionCyovAppCYAmt
Total Corpus$0TotalCorpusAmt
Prior Year Undistributed Incm$0PriorYearUndistributedIncmAmt
Prior Year Deficiency Or Tax$0PriorYearDeficiencyOrTaxAmt
Taxable1$0Taxable1Amt
Taxable2$0Taxable2Amt
Undistributed Income CY$199,310UndistributedIncomeCYAmt
Corpus Distri170b1 E Or4942g3$0CorpusDistri170b1EOr4942g3Amt
Excess Distri Cyov From Yr5$0ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr$0ExcessDistriCyovToNextYrAmt

Supplementary Information SupplementaryInformationGrp

FieldValueIRS element (for citing)
Contributing ManagerJULIA CARELL STADLERContributingManagerNm
Only Contri To PreselectedYes (X)OnlyContriToPreselectedInd

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (11 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient RelationshipRecipientRelationshipTxtRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmt
CHEEKWOOD
1200 FORREST PARK DRIVENASHVILLETN37205NONEPUBLIC CHARITYTO FURTHER CHARITABLE PURPOSE$8,500
DIOCESE OF NASHVILLE
2400 21ST AVE SOUTHNASHVILLETN37212NONEPUBLIC CHARITYTO FURTHER CHARITABLE PURPOSE$5,000
FRIENDS OF WARNER PARK
50 VAUGHN ROADNASHVILLETN37221NONEPUBLIC CHARITYTO FURTHER CHARITABLE PURPOSE$1,000
NASHVILLE SYMPHONY
ONE SYMPHONY PLACENASHVILLETN372012031NONEPUBLIC CHARITYGANSCHOW - 04/18/13 09:54AM INTERVIEW FORM PF-19$300
NASHVILLE ZOO AT GRASSMERE
3777 NOLENSVILLE RDNASHVILLETN37211NONEPUBLIC CHARITYTO FURTHER CHARITABLE PURPOSE$52,500
NEW DIALECT
4611 ELKINS AVENUENASHVILLETN37209NONEPUBLIC CHARITYTO FURTHER CHARITABLE PURPOSE$1,000
SOCIETY OF CERES
99 CHAUNCY STREET 6TH FLOORBOSTONMA02111NONEPUBLIC CHARITYTO FURTHER CHARITABLE PURPOSE$1,000
ST CECILIA CONGREGATION
801 DOMINICAN DRIVENASHVILLETN37228NONEPUBLIC CHARITYTO FURTHER CHARITABLE PURPOSE$2,500
VANDERBILT UNIVERSITY
461 21ST AVE SNASHVILLETN37232NONEPUBLIC CHARITYTO FURTHER CHARITABLE PURPOSE$100,000
NASHVILLE BANNER
PO BOX 41972NASHVILLETN37204NONEPUBLIC CHARITYTO FURTHER CHARITABLE PURPOSE$5,000
SB INITIATIVE INC
1030 16TH AVE S SUITE 300NASHVILLETN37212NONEPUBLIC CHARITYTO FURTHER CHARITABLE PURPOSE$3,500
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$180,300TotalGrantOrContriPdDurYrAmt
Total Grant Or Contri Apprv Fut$0TotalGrantOrContriApprvFutAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$1,503ExclusionAmt

Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$147,919ExclusionAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Exclusion18ExclusionCd
Exclusion$280,333ExclusionAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Unrelated Business Taxbl Incm$0UnrelatedBusinessTaxblIncmAmt
Exclusion$429,755ExclusionAmt
Related Or Exempt Function Incm$0RelatedOrExemptFunctionIncmAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$429,755TotalIncomeProducingActyAmt

Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp

FieldValueIRS element (for citing)
Trnsfr Of Cash To Nonchrtbl EO0TrnsfrOfCashToNonchrtblEOInd
Trnsfr Other Asset Nonchrtbl EO0TrnsfrOtherAssetNonchrtblEOInd
Sales Or Exchanges Of Assets0SalesOrExchangesOfAssetsInd
Purchase Of Assets Nonchrtbl EO0PurchaseOfAssetsNonchrtblEOInd
Rental Of Facilities Oth Assets0RentalOfFacilitiesOthAssetsInd
Reimbursement Arrangements0ReimbursementArrangementsInd
Loans Or Loan Guarantees0LoansOrLoanGuaranteesInd
Performance Of Services Etc0PerformanceOfServicesEtcInd
Sharing Of Facilities Etc0SharingOfFacilitiesEtcInd
Relationships Nonchrtbl EO0RelationshipsNonchrtblEOInd

Accounting Fees Schedule AccountingFeesSchedule

Accounting Fees Detail AccountingFeesDetail

FieldValueIRS element (for citing)
CategoryACCOUNTING FEESCategoryTxt
Amt$2,975Amt
Net Investment Income$0NetInvestmentIncomeAmt
Disbursements Charitable Prps$2,975DisbursementsCharitablePrpsAmt

Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule

Investments Corporate Bonds InvestmentsCorporateBondsGrp

FieldValueIRS element (for citing)
BondGOLDMAN SACHS ACCT# 52618-3BondNm
EOY Book Value$2,099,054EOYBookValueAmt
EOYFMV$1,959,340EOYFMVAmt

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp

FieldValueIRS element (for citing)
StockGOLDMAN SACHS ACCT# 52618-3StockNm
EOY Book Value$976,237EOYBookValueAmt
EOYFMV$1,956,613EOYFMVAmt

Investments Other Schedule2 InvestmentsOtherSchedule2

Investments Other InvestmentsOtherGrp

FieldValueIRS element (for citing)
Category Or ItemGOLDMAN SACHS ACCT# 52618-3CategoryOrItemTxt
Listed At Cost Or FMVAT COSTListedAtCostOrFMVCd
Book Value$588,593BookValueAmt
EOYFMV$601,559EOYFMVAmt

Other Professional Fees Schedule OtherProfessionalFeesSchedule

Other Professional Fees Detail OtherProfessionalFeesDetail

FieldValueIRS element (for citing)
CategoryINVESTMENT FEES - GOLDMAN SACHSCategoryTxt
Amt$438Amt
Net Investment Income$438NetInvestmentIncomeAmt
Disbursements Charitable Prps$0DisbursementsCharitablePrpsAmt

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail (2 entries)

CategoryCategoryTxtAmtAmtNet Investment IncomeNetInvestmentIncomeAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
FOREIGN TAXES - GOLDMAN SACHS$1,456$1,456$0
TAXES$600$0$0

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