JULIUS STULMAN FOUNDATION INC: Form 990PF, tax year 2021
View the entire original 990 at ProPublica ↗
- Organization
- JULIUS STULMAN FOUNDATION INC (EIN 31-1550822)
- Tax period
- 2021-01-01 to 2021-12-31
- Filed
- 2022-05-11
- IRS object ID
- 202211319349104426
- Schema version
- 2021v4.0
- 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
- Form 990-PF
- Accounting Fees Schedule
- Investments Corp Bonds Schedule
- Investments Corp Stock Schedule
- Other Expenses Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2022-05-11T10:49:17-07:00 | ReturnTs |
| Tax Period End | 2021-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 020583514 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Maryellen Mastrogiorgio CPA | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 19 Mountain Avenue | AddressLine1Txt |
| City | Mount Kisco | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10549 | 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 | 311550822 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE JULIUS STULMAN FOUNDATION INC | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | JULI | BusinessNameControlTxt |
| Phone | 2127248286 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | C/O J STULMAN 215 WEST 90TH STREET | AddressLine1Txt |
| City | NEW YORK | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10024 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | STEPHEN L STULMAN | PersonNm |
| Person Title | DIRECTOR, PRES | PersonTitleTxt |
| Signature | 2022-05-11 | SignatureDt |
| Discuss With Paid Preparer | false | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | STEPHEN L | PersonFirstNm |
| Person Last | STULMAN | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | 999009999 | SSN |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | Maryellen Mastrogiorgio | PreparerPersonNm |
| PTIN | P00346180 | PTIN |
| Phone | 9143951830 | PhoneNum |
| Self Employed | Yes (X) | SelfEmployedInd |
Additional Filer Information AdditionalFilerInformation
Trusted Customer TrustedCustomerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | 2 | TrustedCustomerCd |
| Authentication Assurance Level | AAL1 | AuthenticationAssuranceLevelCd |
| Identity Assurance Level | IAL1 | IdentityAssuranceLevelCd |
| Federated Assurance Level | FAL1 | FederatedAssuranceLevelCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2021 | TaxYr |
| Build TS | 2022-09-23 18:48:47Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $2,437,372 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Interest On Sav Rev And Expnss | $14 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $14 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $65,159 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $65,159 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $168,553 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $953,054 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $168,553 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $233,726 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $233,726 | TotalNetInvstIncmAmt |
| Accounting Fees Rev And Expnss | $1,450 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $725 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $725 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $36,455 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $17,955 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $18,500 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $2,366 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $1,067 | TaxesNetInvstIncmAmt |
| Trav Conf Meeting Rev And Expnss | $9,500 | TravConfMeetingRevAndExpnssAmt |
| Trav Conf Meeting Dsbrs Chrtbl | $9,500 | TravConfMeetingDsbrsChrtblAmt |
| Printing And Pub Rev And Expnss | $9,953 | PrintingAndPubRevAndExpnssAmt |
| Printing And Pub Dsbrs Chrtbl | $9,953 | PrintingAndPubDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $9,782 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Dsbrs Chrtbl | $8,819 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $69,506 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $19,747 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $47,497 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $198,597 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $198,597 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $268,103 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $19,747 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $246,094 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$34,377 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $213,979 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $76,405 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $213,013 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $213,013 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $886,069 | CorporateStockBOYAmt |
| Corporate Stock EOY | $797,818 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $1,378,334 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $936,355 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $853,621 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $846,025 | CorporateBondsEOYFMVAmt |
| Total Assets BOY | $1,898,829 | TotalAssetsBOYAmt |
| Total Assets EOY | $1,864,452 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $2,437,372 | TotalAssetsEOYFMVAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $1,898,829 | CapitalStockBOYAmt |
| Capital Stock EOY | $1,864,452 | CapitalStockEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $1,898,829 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $1,864,452 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $1,898,829 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $1,864,452 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $1,898,829 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$34,377 | ExcessRevenueOverExpensesAmt |
| Subtotal | $1,864,452 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $1,864,452 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (62 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|---|
| 3111.433 BLACKROCK HIGH YIELD BOND | P | 2020-05-11 | 2021-04-19 | $24,363 | $21,500 | $2,863 | $2,863 |
| 322.470 FIDELITY 500 INDEX | P | 2021-01-01 | 2021-01-26 | $43,056 | $34,273 | $8,783 | $8,783 |
| 90 ISHARES 20+ YEAR TREASURY | P | 2020-10-21 | 2021-02-12 | $13,239 | $14,288 | -$1,049 | -$1,049 |
| 20 ISHARES 20+ YEAR TREASURY | P | 2020-10-21 | 2021-04-19 | $2,776 | $3,175 | -$399 | -$399 |
| 208 ISHARES 7-10 YR TREASURY | P | 2021-02-12 | 2021-07-23 | $24,373 | $24,504 | -$131 | -$131 |
| 1901 ISHARES US TREASURY BOND | P | 2021-04-19 | 2021-07-23 | $50,966 | $50,134 | $832 | $832 |
| 68 ISHARES CORE MSCI EMERGING | P | 2020-10-21 | 2021-07-12 | $4,447 | $3,761 | $686 | $686 |
| 49 ISHARES CORE MSCI EMERGING | P | 2020-10-21 | 2021-08-31 | $3,145 | $2,710 | $435 | $435 |
| 61 JPM BTABLDRS DEV ASIA | P | 2021-01-26 | 2021-08-17 | $3,508 | $3,481 | $27 | $27 |
| 76 JPM BETA BLDRS EUROPE | P | 2021-05-14 | 2021-08-02 | $4,546 | $4,488 | $58 | $58 |
| 62 JPM BETA BLDRS EUROPE | P | 2021-05-14 | 2021-08-17 | $3,729 | $3,661 | $68 | $68 |
| 41 JPM BETA BLDRS EUROPE | P | 2021-05-14 | 2021-08-31 | $2,483 | $2,421 | $62 | $62 |
| 59 JPM BETA BLDRS JAPAN | P | 2021-01-26 | 2021-08-17 | $3,326 | $3,398 | -$72 | -$72 |
| 60 JPM BETA BLDRS JAPAN | P | 2021-01-26 | 2021-08-31 | $3,445 | $3,456 | -$11 | -$11 |
| 168.50 JPM BETA BLDRS JAPAN | P | 2021-01-26 | 2021-10-22 | $9,633 | $9,702 | -$69 | -$69 |
| 714.051 SIX CIRCLES US UNCONSTR EQ | P | 2021-02-12 | 2021-04-19 | $10,875 | $10,175 | $700 | $700 |
| 1407.052 SIX CIRCLES US UNCONSTR EQ | P | 2021-02-12 | 2021-07-12 | $23,019 | $20,051 | $2,968 | $2,968 |
| 446.178 SIX CIRCLES US UNCONSTR EQ | P | 2021-02-12 | 2021-08-02 | $7,286 | $6,358 | $928 | $928 |
| 564.298 SIX CIRCLES US UNCONSTR EQ | P | 2021-02-12 | 2021-08-17 | $9,390 | $8,041 | $1,349 | $1,349 |
| 794.603 SIX CIRCLES INTL UNCONSTR | P | 2021-04-19 | 2021-07-12 | $8,884 | $8,645 | $239 | $239 |
| 452.456 SIX CIRCLES INTL UNCONSTR | P | 2021-04-19 | 2021-08-02 | $5,054 | $4,923 | $131 | $131 |
| 746.726 SIX CIRCLES INTL UNCONSTR | P | 2021-04-19 | 2021-08-17 | $8,438 | $8,124 | $314 | $314 |
| 533.833 SIX CIRCLES INTL UNCONSTR | P | 2021-01-01 | 2021-08-31 | $6,059 | $5,393 | $666 | $666 |
| 1567.600 SIX CIRCLES GLOBAL BOND | P | 2020-08-17 | 2021-08-02 | $15,942 | $15,974 | -$32 | -$32 |
| 717.833 SIX CIRCLES GLOBAL BOND | P | 2020-11-04 | 2021-08-17 | $7,286 | $7,322 | -$36 | -$36 |
| 878.480 SIX CIRCLES GLOBAL BOND | P | 2020-11-04 | 2021-08-31 | $8,899 | $8,961 | -$62 | -$62 |
| 346.052 SIX CIRCLES CREDIT OPPORT | P | 2020-11-05 | 2021-08-31 | $3,585 | $3,513 | $72 | $72 |
| 20.000 VANGUARD SHORT-TERM BOND | P | 2021-07-23 | 2021-08-02 | $1,647 | $1,647 | ||
| 109.000 VANGUARD SHORT-TERM BOND | P | 2021-07-23 | 2021-08-17 | $8,958 | $8,978 | -$20 | -$20 |
| 61.000 VANGUARD SHORT-TERM BOND | P | 2021-07-23 | 2021-08-31 | $5,015 | $5,024 | -$9 | -$9 |
| 199.000 VANGUARD SHORT-TERM BOND | P | 2021-01-01 | 2021-07-23 | $17,217 | $17,240 | -$23 | -$23 |
| 446.000 VANGUARD SHORT-TERM BOND | P | 2020-11-04 | 2021-07-23 | $23,861 | $24,164 | -$303 | -$303 |
| 43.000 VANGUARD SHORT-TERM BOND | P | 2020-11-04 | 2021-08-31 | $2,300 | $2,330 | -$30 | -$30 |
| 2508.746 BLACKROCK HIGH YIELD BOND | P | 2020-03-30 | 2021-04-19 | $19,643 | $16,533 | $3,110 | $3,110 |
| 6400.510 BLACKROCK HIGH YIELD BOND | P | 2020-03-30 | 2021-05-14 | $50,116 | $42,179 | $7,937 | $7,937 |
| 110.559 FIDELITY INTL INDEX | P | 2018-03-22 | 2021-07-12 | $5,561 | $4,672 | $889 | $889 |
| 74.422 FIDELITY INTL INDEX | P | 2018-03-22 | 2021-08-17 | $3,765 | $3,145 | $620 | $620 |
| 44.047 FIDELITY INTL INDEX | P | 2018-03-22 | 2021-08-31 | $2,241 | $1,861 | $380 | $380 |
| 65.345 FIDELITY 500 INDEX | P | 2018-04-16 | 2021-01-26 | $8,725 | $6,117 | $2,608 | $2,608 |
| 409.261 FIDELITY 500 INDEX | P | 2018-04-16 | 2021-02-12 | $55,905 | $38,311 | $17,594 | $17,594 |
| 161.965 FIDELITY 500 INDEX | P | 2018-04-16 | 2021-04-19 | $23,404 | $15,162 | $8,242 | $8,242 |
| 115.950 FIDELITY 500 INDEX | P | 2018-04-16 | 2021-07-09 | $17,585 | $10,854 | $6,731 | $6,731 |
| 182.089 FIDELITY 500 INDEX | P | 1990-01-01 | 2021-07-12 | $27,712 | $16,397 | $11,315 | $11,315 |
| 145.000 ISHARES 20+ YEAR TREASURY | P | 2019-09-24 | 2021-04-19 | $20,127 | $20,794 | -$667 | -$667 |
| 164.000 ISHARES 20+ YEAR TREASURY | P | 1990-01-01 | 2021-04-19 | $22,758 | $22,574 | $184 | $184 |
| 709.000 ISHARES CORE MSCI EMERGING | P | 2020-10-21 | 2021-10-22 | $45,093 | $39,200 | $5,893 | $5,893 |
| 253.500 JPM BETA BLDRS JAPAN | P | 2018-07-17 | 2021-10-22 | $14,492 | $12,198 | $2,294 | $2,294 |
| 84.000 JPM BETA BLDRS CANADA | P | 2019-04-05 | 2021-07-12 | $5,429 | $4,091 | $1,338 | $1,338 |
| 49.000 JPM BETA BLDRS CANADA | P | 2019-04-05 | 2021-08-17 | $3,149 | $2,387 | $762 | $762 |
| 3912.442 PIMCO INV GRD BOND | P | 2019-10-29 | 2021-01-26 | $43,780 | $42,450 | $1,330 | $1,330 |
| 226.567 SIX CIRCLES US UNCONSTR EQ | P | 2019-04-05 | 2021-08-17 | $3,770 | $2,329 | $1,441 | $1,441 |
| 729.699 SIX CIRCLES US UNCONSTR EQ | P | 2019-04-05 | 2021-08-31 | $12,383 | $7,501 | $4,882 | $4,882 |
| 62.000 SPDR S&P 500 ETF | P | 2016-02-19 | 2021-08-02 | $27,201 | $11,854 | $15,347 | $15,347 |
| 75.000 SPDR S&P 500 ETF | P | 1990-01-01 | 2021-08-17 | $33,158 | $14,325 | $18,833 | $18,833 |
| 73.000 SPDR S&P 500 ETF | P | 2016-02-16 | 2021-08-31 | $32,969 | $13,776 | $19,193 | $19,193 |
| 3198.158 VANGUARD TOTAL BOND MARKET | P | 2018-10-03 | 2021-07-23 | $36,459 | $32,973 | $3,486 | $3,486 |
| 393.449 VANGUARD TOTAL BOND MARKET | P | 2018-10-03 | 2021-08-31 | $4,481 | $4,057 | $424 | $424 |
| 549.833 VANGUARD TOTAL INTL BOND | P | 1990-01-01 | 2021-07-12 | $12,619 | $12,924 | -$305 | -$305 |
| 487.818 VANGUARD TOTAL INTL BOND | P | 2019-10-29 | 2021-08-02 | $11,303 | $11,347 | -$44 | -$44 |
| 452.910 VANGUARD TOTAL INTL BOND | P | 2019-10-29 | 2021-08-17 | $10,494 | $10,535 | -$41 | -$41 |
| 535.119 VANGUARD TOTAL INTL BOND | P | 1990-01-01 | 2021-08-31 | $12,324 | $12,140 | $184 | $184 |
| Capital Gain Dividends | $15,658 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $168,553 | CapitalGainNetIncomeAmt |
| Net Short Term Capital Gain Loss | $18,935 | NetShortTermCapitalGainLossAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $2,974 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $2,974 | SubtotalAmt |
| Tax Based On Investment Income | $2,974 | TaxBasedOnInvestmentIncomeAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Es Penalty | $30 | EsPenaltyAmt |
| Tax Due | $3,004 | TaxDueAmt |
| Applied To ES Tax | $0 | AppliedToESTaxAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | false | LegislativePoliticalActyInd |
| More Than100 Spent | false | MoreThan100SpentInd |
| Form1120 POL Filed | false | Form1120POLFiledInd |
| Activities Not Previously Rpt | false | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | false | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | false | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | false | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (true) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (true) | AtLeast5000InAssetsInd |
| Org Report Or Register State | FL | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (true) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | false | PrivateOperatingFoundationInd |
| New Substantial Contributors | false | NewSubstantialContributorsInd |
| Own Controlled Entity | false | OwnControlledEntityInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (true) | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | JAMES K STULMAN | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 2127248286 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 215 WEST 90TH STREET 5B | AddressLine1Txt |
| City | NEW YORK | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10024 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | false | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | false | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | false | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | false | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | false | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | false | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | false | PaymentToGovernmentOfficialInd |
| Acts Fail To Qlfy As Exceptions | false | ActsFailToQlfyAsExceptionsInd |
| Uncorrected Prior Acts | false | UncorrectedPriorActsInd |
| Undistributed Income PY | false | UndistributedIncomePYInd |
| Business Holdings | false | BusinessHoldingsInd |
| Jeopardy Investments | false | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | false | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | false | InfluenceLegislationInd |
| Influence Election | false | InfluenceElectionInd |
| Grants To Individuals | false | GrantsToIndividualsInd |
| Grants To Organizations | false | GrantsToOrganizationsInd |
| Noncharitable Purpose | false | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | false | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (5 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt |
|---|---|---|---|---|---|---|
| STEPHEN L STULMAN | ||||||
| 151 CENTRAL PARK WEST | NEW YORK | NY | 10023 | DIRECTOR, PRES | 1.00 | $0 |
| JESSICA R SHEINMAN | ||||||
| 10 WOODWAY LANE | WILTON | CT | 06897 | DRIECTOR, VP | 1.00 | $0 |
| JAMES K STULMAN | ||||||
| 490 WEST END AVENUE | NEW YORK | NY | 10024 | DIRECTOR, SECY | 1.00 | $0 |
| LAURA COOPER | ||||||
| 18 BOWER STREET | SOUTH BURLINGTON | VT | 05403 | Director | 1.00 | $0 |
| ANDREA S DENNETT | ||||||
| 2 GREENACRE COURT | GREAT NECK | NY | 11021 | DIRECTOR, TREAS | 1.00 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $2,334,755 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $176,793 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $2,511,548 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Adjusted Total FMV Of Unused Ast | $2,511,548 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $37,673 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $2,473,875 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $123,694 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $123,694 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $2,974 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $2,974 | TotalTaxAmt |
| Distributable Before Adj | $120,720 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $120,720 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $120,720 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $246,094 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $246,094 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $120,720 | DistributableAsAdjustedAmt |
| Excess Distribution Cyov Yr5 | $267,360 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $292,015 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $191,695 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $131,864 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $101,554 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $984,488 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $246,094 | QualifyingDistributionsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $120,720 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $125,374 | RemainingDistriFromCorpusAmt |
| Total Corpus | $1,109,862 | TotalCorpusAmt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov From Yr5 | $267,360 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $842,502 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $292,015 | ExcessFromYear4Amt |
| Excess From Year3 | $191,695 | ExcessFromYear3Amt |
| Excess From Year2 | $131,864 | ExcessFromYear2Amt |
| Excess From Year1 | $101,554 | ExcessFromYear1Amt |
| Excess From Current Year | $125,374 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (11 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|
| CONGREGATION B'NAI JESHURUN | ||||||
| 270 WEST 89TH STREET | NEW YORK | NY | 10024 | PUBLIC | RELIGIOUS | $65,397 |
| PEF ISRAEL ENDOWMENT | ||||||
| 630 THIRD AVENUE | NEW YORK | NY | 10017 | PUBLIC | RELIGIOUS, EDUCATION, RESEARCH | $20,000 |
| YALE UNIVERSITY | ||||||
| ONE PROSPECT STREET | NEW HAVEN | CT | 06520 | PUBLIC | EDUCATION | $1,000 |
| HILLEL INTERNATIONAL | ||||||
| 800 EIGHTH STREET NW | WASHINGTON | DC | 20001 | PUBLIC | EDUCATION, STUDENT PROGRAMS | $50,000 |
| SOUTH BURLINGTON FOOD SHELF | ||||||
| 356 DORSET STREET | SOUTH BURLINGTON | VT | 05403 | PUBLIC | COMMUNITY SUPORT | $10,000 |
| CHABAD OF THE WEST SIDE | ||||||
| 166 WEST 97TH STREET | NEW YORK | NY | 10025 | PUBLIC | RELIGIOUS | $1,000 |
| GIFT OF LIFE BONE MARROW FDN | ||||||
| 800 YAMATO ROAD | BOCA RATON | FL | 33431 | PUBLIC | MEDICAL RESEARCH, SUPPORT | $10,000 |
| CONGREGATION OHAVI ZEDEK | ||||||
| 118 WEST 95TH STREET | NEW YORK | NY | 10025 | PUBLIC | RELIGIOUS EDUCATION | $25,000 |
| BROWN UNIVERSITY | ||||||
| BOX 1877 | PROVIDENCE | RI | 02912 | PUBLIC | EDUCATION | $5,000 |
| METROPOLITAN MUSEUM OF ART | ||||||
| 1000 FIFTH AVENUE | NEW YORK | NY | 10028 | PUBLIC | CULTURAL EXHIBITIONS, PROGRAMS | $1,200 |
| TRUSTEES OF TUFTS UNIVERSITY | ||||||
| 419 BOSTON AVENUE | MEDFORD | MA | 02165 | PUBLIC | EDUCATION | $10,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $198,597 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $14 | ExclusionAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $65,159 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $168,553 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $233,726 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $233,726 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | false | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | false | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | false | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | false | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | false | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | false | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | false | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | false | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | false | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | false | RelationshipsNonchrtblEOInd |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | TAX PREPARATION FEES | CategoryTxt |
| Amt | $1,450 | Amt |
| Net Investment Income | $725 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $725 | DisbursementsCharitablePrpsAmt |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp (13 entries)
| BondBondNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| VANGUARD TOTAL INTL BOND FD | $180,907 | $183,196 |
| VANGUARD TOTAL BOND MARKET INDEX | $62,924 | $68,294 |
| PIMCO INVESTMENT GRADE CORP | ||
| SIX CIRCLES ULTRA SHORT DURATION FD | ||
| PIMCO INCOME FUND | $20,675 | $21,182 |
| ISHARES 20+ YEAR TREASURY | ||
| BLACKROCK HIGH YIELD BOND PORT-K | ||
| VANGUARD MORTGAGE BACKED SEC | $22,686 | $22,140 |
| SIX CIRCLES GLOBAL BOND | $225,042 | $218,094 |
| SIX CIRCLES CREDIT OPPORTUNITY | $41,610 | $42,143 |
| VANGUARD TOTAL INTL BOND ETF | $121,676 | $115,891 |
| SIX CIRCLES ULTRA SHORT-TERM BOND | $21,068 | $20,942 |
| VANGUARD SHORT-TERM BOND | $157,033 | $154,143 |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (10 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| SPDR S&P 500 ETF TRUST | $216,088 | $659,244 |
| FIDELITY INTL INDEX FUND | $36,755 | $42,857 |
| FIDELITY 500 INDEX FUND | $41,206 | $43,175 |
| SIX CIRCLES US UNCONSTRAINED FUND | $155,952 | $227,008 |
| SIX CIRCLES INTERNATIONAL FUND | $160,438 | $185,322 |
| JPM BETABUILDERS CANADA ETF | $33,020 | $48,115 |
| JPM BETABUILDERS EUROPE ETF | $58,390 | $66,252 |
| JPM BETABUILDERS JAPAN ETF | $53,377 | $63,452 |
| JPM BETABUILDERS DEVELOPED ASIA | $42,592 | $42,909 |
| ISHARES CORE MSCI EMERGING MARKET |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (4 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|
| CORPORATE FILING FEES | $317 | |
| GRANT RESEARCH | $7,969 | $7,969 |
| INSURANCE | $646 | |
| PHILANTHROPY MEMBERSHIPS | $850 | $850 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|---|
| INVESTMENT MANAGEMENT FEES | $17,955 | $17,955 | $0 | $0 |
| PROFESSIONAL NON PROFIT CONSULTANT | $18,500 | $0 | $0 | $18,500 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|
| FOREIGN TAX WITHHELD | $1,067 | $1,067 |
| TAX PAID WITH 2020TAX RETURN | $1,299 |
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