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JULIA CARELL STADLER FOUNDATION TR: Form 990PF, tax year 2022

View the entire original 990 at ProPublica ↗

Organization
JULIA CARELL STADLER FOUNDATION TR (EIN 62-6314877)
Tax period
2022-01-01 to 2022-12-31
Filed
2023-11-14
IRS object ID
202313189349103416
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)
Return2023-11-14T13:03:58-06:00ReturnTs
Tax Period End2022-12-31TaxPeriodEndDt

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 Begin2022-01-01TaxPeriodBeginDt

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
Signature2023-11-07SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd

Signing Officer SigningOfficerGrp

Person Full Name PersonFullName

FieldValueIRS element (for citing)
Person FirstJULIAPersonFirstNm
Person LastCARELL STADLERPersonLastNm
FieldValueIRS element (for citing)
SSN999009999SSN
FieldValueIRS element (for citing)
IRS Responsible Prty Info Curr0IRSResponsiblePrtyInfoCurrInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonMICHAEL GANSCHOWPreparerPersonNm
PTINP01395484PTIN
Phone6153774600PhoneNum
Preparation2023-11-07PreparationDt

Additional Filer Information AdditionalFilerInformation

Trusted Customer TrustedCustomerGrp

FieldValueIRS element (for citing)
Trusted Customer2TrustedCustomerCd
Authentication Assurance LevelAAL1AuthenticationAssuranceLevelCd
Identity Assurance LevelIAL1IdentityAssuranceLevelCd
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$3,945,106FMVAssetsEOYAmt
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$6,132InterestOnSavRevAndExpnssAmt
Interest On Sav Net Invst Incm$6,132InterestOnSavNetInvstIncmAmt
Dividends Rev And Expnss$82,202DividendsRevAndExpnssAmt
Dividends Net Invst Incm$82,202DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss-$63,873NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$1,976,225GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$0CapGainNetIncmNetInvstIncmAmt
Other Income Rev And Expnss$14OtherIncomeRevAndExpnssAmt
Other Income Net Invst Incm$14OtherIncomeNetInvstIncmAmt
Total Rev And Expnss$24,475TotalRevAndExpnssAmt
Total Net Invst Incm$88,348TotalNetInvstIncmAmt
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$2,750AccountingFeesRevAndExpnssAmt
Accounting Fees Net Invst Incm$0AccountingFeesNetInvstIncmAmt
Accounting Fees Chrtbl Prps$2,750AccountingFeesChrtblPrpsAmt
Other Prof Fees Rev And Expnss$1,922OtherProfFeesRevAndExpnssAmt
Other Prof Fees Net Invst Incm$1,922OtherProfFeesNetInvstIncmAmt
Other Prof Fees Dsbrs Chrtbl$0OtherProfFeesDsbrsChrtblAmt
Taxes Rev And Expnss$9,807TaxesRevAndExpnssAmt
Taxes Net Invst Incm$1,665TaxesNetInvstIncmAmt
Taxes Dsbrs Chrtbl$0TaxesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss$14,479TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$3,587TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$2,750TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$223,925ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$223,925ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$238,404TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$3,587TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$226,675TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses-$213,929ExcessRevenueOverExpensesAmt
Net Investment Income$84,761NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Sav And Temp Cash Invst BOY$70,073SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY$12,862SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV$12,862SavAndTempCashInvstEOYFMVAmt
Corporate Stock BOY$1,475,766CorporateStockBOYAmt
Corporate Stock EOY$1,499,150CorporateStockEOYAmt
Corporate Stock EOYFMV$2,090,033CorporateStockEOYFMVAmt
Corporate Bonds BOY$1,760,048CorporateBondsBOYAmt
Corporate Bonds EOY$1,629,044CorporateBondsEOYAmt
Corporate Bonds EOYFMV$1,466,330CorporateBondsEOYFMVAmt
Other Investments BOY$438,643OtherInvestmentsBOYAmt
Other Investments EOY$389,545OtherInvestmentsEOYAmt
Other Investments EOYFMV$375,881OtherInvestmentsEOYFMVAmt
Total Assets BOY$3,744,530TotalAssetsBOYAmt
Total Assets EOY$3,530,601TotalAssetsEOYAmt
Total Assets EOYFMV$3,945,106TotalAssetsEOYFMVAmt
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$3,744,530RetainedEarningBOYAmt
Retained Earning EOY$3,530,601RetainedEarningEOYAmt
Tot Net Ast Or Fund Balances BOY$3,744,530TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$3,530,601TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$3,744,530TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$3,530,601TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$3,744,530TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses-$213,929ExcessRevenueOverExpensesAmt
Other Increases$0OtherIncreasesAmt
Subtotal$3,530,601SubtotalAmt
Other Decreases$0OtherDecreasesAmt
Tot Net Ast Or Fund Balances EOY$3,530,601TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (5 entries)

PropertyPropertyDescHow AcquiredHowAcquiredCdGross Sales PriceGrossSalesPriceAmtCost Or Other BasisCostOrOtherBasisAmtGain Or LossGainOrLossAmtGains Minus Excess Or LossesGainsMinusExcessOrLossesAmt
GOLDMAN SACHS #52618-3P$1,450,358$1,614,629-$164,271-$164,271
GOLDMAN SACHS #52618-3 - DISALLOWED LOSSP$96,526$96,526$96,526
GOLDMAN SACHS #52618-3 - DISALLOWED LOSSP$1,610$1,610$1,610
GOLDMAN SACHS #52618-3P$387,288$425,469-$38,181-$38,181
CAPITAL GAINS DIVIDENDSP$40,443$40,443$40,443
FieldValueIRS element (for citing)
Capital Gain Net Income-$63,873CapitalGainNetIncomeAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$1,178InvestmentIncomeExciseTaxAmt
Tax Under Section511$0TaxUnderSection511Amt
Subtotal$1,178SubtotalAmt
Subtitle A Tax$0SubtitleATaxAmt
Tax Based On Investment Income$1,178TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx$4,720EstimatedPlusOvpmtIncmTxAmt
Exempt Frgn Org Tax Wthld At Srce$0ExemptFrgnOrgTaxWthldAtSrceAmt
Extsn Request Income Tax Paid$0ExtsnRequestIncomeTaxPaidAmt
Backup Withholding Withheld$0BackupWithholdingWithheldAmt
Total Payments And Credits$4,720TotalPaymentsAndCreditsAmt
Es Penalty$0EsPenaltyAmt
Overpayment$3,542OverpaymentAmt
Applied To ES Tax$3,542AppliedToESTaxAmt
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$4,114,186AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$236,399AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$4,350,585TotalFMVOfUnusedAssetsAmt
Reduction Claimed$0ReductionClaimedAmt
Acquisition Indebtedness$0AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast$4,350,585AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$65,259CashDeemedCharitableAmt
Net Vl Noncharitable Assets$4,285,326NetVlNoncharitableAssetsAmt
Minimum Investment Return$214,266MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$214,266MinimumInvestmentReturnAmt
Tax Based On Investment Income$1,178TaxBasedOnInvestmentIncomeAmt
Total Tax$1,178TotalTaxAmt
Distributable Before Adj$213,088DistributableBeforeAdjAmt
Recoveries Qualfied Distri$0RecoveriesQualfiedDistriAmt
Distributable Before Ded$213,088DistributableBeforeDedAmt
Deduction From Distributable$0DeductionFromDistributableAmt
Distributable As Adjusted$213,088DistributableAsAdjustedAmt

PF Qualifying Distributions PFQualifyingDistributionsGrp

FieldValueIRS element (for citing)
Expenses And Contributions$226,675ExpensesAndContributionsAmt
Program Related Invst Total$0ProgramRelatedInvstTotalAmt
Qualifying Distributions$226,675QualifyingDistributionsAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$213,088DistributableAsAdjustedAmt
Undistributed Income PY$221,359UndistributedIncomePYAmt
Total For Prior Years$0TotalForPriorYearsAmt
Total Excess Distribution Cyov$0TotalExcessDistributionCyovAmt
Qualifying Distributions$226,675QualifyingDistributionsAmt
Applied To Year1$221,359AppliedToYear1Amt
Applied To Prior Years$0AppliedToPriorYearsAmt
Treated As Distri From Corpus$0TreatedAsDistriFromCorpusAmt
Applied To Current Year$5,316AppliedToCurrentYearAmt
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$207,772UndistributedIncomeCYAmt
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 (12 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient RelationshipRecipientRelationshipTxtRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmt
CHEEKWOOD
1200 FORREST PARK DRIVENASHVILLETN37205NONEPUBLIC CHARITYTO FURTHER CHARITABLE PURPOSE$7,000
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
GARDEN CLUB OF NASHVILLE
PO BOX 50608NASHVILLETN372050608NONEPUBLIC CHARITYTO FURTHER CHARITABLE PURPOSE$1,000
NASHVILLE BALLET
PO BOX 150409NASHVILLETN37215NONEPUBLIC CHARITYTO FURTHER CHARITABLE PURPOSE$7,500
NASHVILLE SYMPHONY
ONE SYMPHONY PLACENASHVILLETN372012031NONEPUBLIC CHARITYGANSCHOW - 04/18/13 09:54AM INTERVIEW FORM PF-19$1,425
NASHVILLE ZOO AT GRASSMERE
3777 NOLENSVILLE RDNASHVILLETN37211NONEPUBLIC CHARITYTO FURTHER CHARITABLE PURPOSE$130,000
NURTURE THE NEXT
600 HILL AVE SUITE 202NASHVILLETN37210NONEPUBLIC CHARITYTO FURTHER CHARITABLE PURPOSE$2,500
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
THE CAVALIER RESCUE
5330 TECHNOLOGY LANEBIRMINGHAMAL35217NONEPUBLIC CHARITYTO FURTHER CHARITABLE PURPOSE$10,000
VANDERBILT UNIVERSITY
461 21ST AVE SNASHVILLETN37232NONEPUBLIC CHARITYTO FURTHER CHARITABLE PURPOSE$55,000
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$223,925TotalGrantOrContriPdDurYrAmt
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$6,132ExclusionAmt

Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$82,202ExclusionAmt

Other Investment Income OtherInvestmentIncomeGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$14ExclusionAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Exclusion18ExclusionCd
Exclusion-$63,873ExclusionAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Unrelated Business Taxbl Incm$0UnrelatedBusinessTaxblIncmAmt
Exclusion$24,475ExclusionAmt
Related Or Exempt Function Incm$0RelatedOrExemptFunctionIncmAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$24,475TotalIncomeProducingActyAmt

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$2,750Amt
Net Investment Income$0NetInvestmentIncomeAmt
Disbursements Charitable Prps$2,750DisbursementsCharitablePrpsAmt

Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule

Investments Corporate Bonds InvestmentsCorporateBondsGrp

FieldValueIRS element (for citing)
BondGOLDMAN SACHS ACCT# 52618-3BondNm
EOY Book Value$1,629,044EOYBookValueAmt
EOYFMV$1,466,330EOYFMVAmt

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp

FieldValueIRS element (for citing)
StockGOLDMAN SACHS ACCT# 52618-3StockNm
EOY Book Value$1,499,150EOYBookValueAmt
EOYFMV$2,090,033EOYFMVAmt

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$389,545BookValueAmt
EOYFMV$375,881EOYFMVAmt

Other Income Schedule2 OtherIncomeSchedule2

Other Income Detail OtherIncomeDetail

FieldValueIRS element (for citing)
DescGOLDMAN SACHS 52619-1Desc
Revenue And Expenses Per Books$14RevenueAndExpensesPerBooksAmt
Net Investment Income$14NetInvestmentIncomeAmt
Adjusted Net Income$14AdjustedNetIncomeAmt

Other Professional Fees Schedule OtherProfessionalFeesSchedule

Other Professional Fees Detail OtherProfessionalFeesDetail

FieldValueIRS element (for citing)
CategoryINVESTMENT FEES - GOLDMAN SACHSCategoryTxt
Amt$1,922Amt
Net Investment Income$1,922NetInvestmentIncomeAmt
Disbursements Charitable Prps$0DisbursementsCharitablePrpsAmt

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail (2 entries)

CategoryCategoryTxtAmtAmtNet Investment IncomeNetInvestmentIncomeAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
FOREIGN TAXES - GOLDMAN SACHS$1,665$1,665$0
TAXES$8,142$0$0

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