2022-05-11T10:49:17-07:00 2021-12-31 020583514 Maryellen Mastrogiorgio CPA 19 Mountain Avenue Mount Kisco NY 10549 990PF 2021-01-01 311550822 THE JULIUS STULMAN FOUNDATION INC JULI 2127248286 C/O J STULMAN 215 WEST 90TH STREET NEW YORK NY 10024 STEPHEN L STULMAN DIRECTOR, PRES 2022-05-11 false STEPHEN L STULMAN 999009999 Maryellen Mastrogiorgio P00346180 9143951830 X 2 AAL1 IAL1 FAL1 2021 2022-09-23 18:48:47Z X 2437372 X X 14 14 65159 65159 168553 953054 168553 233726 233726 1450 725 725 36455 17955 18500 2366 1067 9500 9500 9953 9953 9782 8819 69506 19747 47497 198597 198597 268103 19747 246094 -34377 213979 76405 213013 213013 886069 797818 1378334 936355 853621 846025 1898829 1864452 2437372 0 X 1898829 1864452 1898829 1864452 1898829 1864452 1898829 -34377 1864452 1864452 3111.433 BLACKROCK HIGH YIELD BOND P 2020-05-11 2021-04-19 24363 21500 2863 2863 322.470 FIDELITY 500 INDEX P 2021-01-01 2021-01-26 43056 34273 8783 8783 90 ISHARES 20+ YEAR TREASURY P 2020-10-21 2021-02-12 13239 14288 -1049 -1049 20 ISHARES 20+ YEAR TREASURY P 2020-10-21 2021-04-19 2776 3175 -399 -399 208 ISHARES 7-10 YR TREASURY P 2021-02-12 2021-07-23 24373 24504 -131 -131 1901 ISHARES US TREASURY BOND P 2021-04-19 2021-07-23 50966 50134 832 832 68 ISHARES CORE MSCI EMERGING P 2020-10-21 2021-07-12 4447 3761 686 686 49 ISHARES CORE MSCI EMERGING P 2020-10-21 2021-08-31 3145 2710 435 435 61 JPM BTABLDRS DEV ASIA P 2021-01-26 2021-08-17 3508 3481 27 27 76 JPM BETA BLDRS EUROPE P 2021-05-14 2021-08-02 4546 4488 58 58 62 JPM BETA BLDRS EUROPE P 2021-05-14 2021-08-17 3729 3661 68 68 41 JPM BETA BLDRS EUROPE P 2021-05-14 2021-08-31 2483 2421 62 62 59 JPM BETA BLDRS JAPAN P 2021-01-26 2021-08-17 3326 3398 -72 -72 60 JPM BETA BLDRS JAPAN P 2021-01-26 2021-08-31 3445 3456 -11 -11 168.50 JPM BETA BLDRS JAPAN P 2021-01-26 2021-10-22 9633 9702 -69 -69 714.051 SIX CIRCLES US UNCONSTR EQ P 2021-02-12 2021-04-19 10875 10175 700 700 1407.052 SIX CIRCLES US UNCONSTR EQ P 2021-02-12 2021-07-12 23019 20051 2968 2968 446.178 SIX CIRCLES US UNCONSTR EQ P 2021-02-12 2021-08-02 7286 6358 928 928 564.298 SIX CIRCLES US UNCONSTR EQ P 2021-02-12 2021-08-17 9390 8041 1349 1349 794.603 SIX CIRCLES INTL UNCONSTR P 2021-04-19 2021-07-12 8884 8645 239 239 452.456 SIX CIRCLES INTL UNCONSTR P 2021-04-19 2021-08-02 5054 4923 131 131 746.726 SIX CIRCLES INTL UNCONSTR P 2021-04-19 2021-08-17 8438 8124 314 314 533.833 SIX CIRCLES INTL UNCONSTR P 2021-01-01 2021-08-31 6059 5393 666 666 1567.600 SIX CIRCLES GLOBAL BOND P 2020-08-17 2021-08-02 15942 15974 -32 -32 717.833 SIX CIRCLES GLOBAL BOND P 2020-11-04 2021-08-17 7286 7322 -36 -36 878.480 SIX CIRCLES GLOBAL BOND P 2020-11-04 2021-08-31 8899 8961 -62 -62 346.052 SIX CIRCLES CREDIT OPPORT P 2020-11-05 2021-08-31 3585 3513 72 72 20.000 VANGUARD SHORT-TERM BOND P 2021-07-23 2021-08-02 1647 1647 109.000 VANGUARD SHORT-TERM BOND P 2021-07-23 2021-08-17 8958 8978 -20 -20 61.000 VANGUARD SHORT-TERM BOND P 2021-07-23 2021-08-31 5015 5024 -9 -9 199.000 VANGUARD SHORT-TERM BOND P 2021-01-01 2021-07-23 17217 17240 -23 -23 446.000 VANGUARD SHORT-TERM BOND P 2020-11-04 2021-07-23 23861 24164 -303 -303 43.000 VANGUARD SHORT-TERM BOND P 2020-11-04 2021-08-31 2300 2330 -30 -30 2508.746 BLACKROCK HIGH YIELD BOND P 2020-03-30 2021-04-19 19643 16533 3110 3110 6400.510 BLACKROCK HIGH YIELD BOND P 2020-03-30 2021-05-14 50116 42179 7937 7937 110.559 FIDELITY INTL INDEX P 2018-03-22 2021-07-12 5561 4672 889 889 74.422 FIDELITY INTL INDEX P 2018-03-22 2021-08-17 3765 3145 620 620 44.047 FIDELITY INTL INDEX P 2018-03-22 2021-08-31 2241 1861 380 380 65.345 FIDELITY 500 INDEX P 2018-04-16 2021-01-26 8725 6117 2608 2608 409.261 FIDELITY 500 INDEX P 2018-04-16 2021-02-12 55905 38311 17594 17594 161.965 FIDELITY 500 INDEX P 2018-04-16 2021-04-19 23404 15162 8242 8242 115.950 FIDELITY 500 INDEX P 2018-04-16 2021-07-09 17585 10854 6731 6731 182.089 FIDELITY 500 INDEX P 1990-01-01 2021-07-12 27712 16397 11315 11315 145.000 ISHARES 20+ YEAR TREASURY P 2019-09-24 2021-04-19 20127 20794 -667 -667 164.000 ISHARES 20+ YEAR TREASURY P 1990-01-01 2021-04-19 22758 22574 184 184 709.000 ISHARES CORE MSCI EMERGING P 2020-10-21 2021-10-22 45093 39200 5893 5893 253.500 JPM BETA BLDRS JAPAN P 2018-07-17 2021-10-22 14492 12198 2294 2294 84.000 JPM BETA BLDRS CANADA P 2019-04-05 2021-07-12 5429 4091 1338 1338 49.000 JPM BETA BLDRS CANADA P 2019-04-05 2021-08-17 3149 2387 762 762 3912.442 PIMCO INV GRD BOND P 2019-10-29 2021-01-26 43780 42450 1330 1330 226.567 SIX CIRCLES US UNCONSTR EQ P 2019-04-05 2021-08-17 3770 2329 1441 1441 729.699 SIX CIRCLES US UNCONSTR EQ P 2019-04-05 2021-08-31 12383 7501 4882 4882 62.000 SPDR S&P 500 ETF P 2016-02-19 2021-08-02 27201 11854 15347 15347 75.000 SPDR S&P 500 ETF P 1990-01-01 2021-08-17 33158 14325 18833 18833 73.000 SPDR S&P 500 ETF P 2016-02-16 2021-08-31 32969 13776 19193 19193 3198.158 VANGUARD TOTAL BOND MARKET P 2018-10-03 2021-07-23 36459 32973 3486 3486 393.449 VANGUARD TOTAL BOND MARKET P 2018-10-03 2021-08-31 4481 4057 424 424 549.833 VANGUARD TOTAL INTL BOND P 1990-01-01 2021-07-12 12619 12924 -305 -305 487.818 VANGUARD TOTAL INTL BOND P 2019-10-29 2021-08-02 11303 11347 -44 -44 452.910 VANGUARD TOTAL INTL BOND P 2019-10-29 2021-08-17 10494 10535 -41 -41 535.119 VANGUARD TOTAL INTL BOND P 1990-01-01 2021-08-31 12324 12140 184 184 Capital Gain Dividends 15658 168553 18935 2974 2974 2974 X 30 3004 0 false false false false false false false true true FL true false false false false true N/A JAMES K STULMAN 2127248286 215 WEST 90TH STREET 5B NEW YORK NY 10024 false false false false false false false false false false false false false false false false false false false false false false 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 NONE NONE 2334755 176793 0 2511548 0 2511548 37673 2473875 123694 123694 2974 2974 120720 120720 120720 246094 246094 120720 267360 292015 191695 131864 101554 984488 246094 0 120720 125374 1109862 0 267360 842502 292015 191695 131864 101554 125374 X CONGREGATION B'NAI JESHURUN 270 WEST 89TH STREET NEW YORK NY 10024 PUBLIC RELIGIOUS 65397 PEF ISRAEL ENDOWMENT 630 THIRD AVENUE NEW YORK NY 10017 PUBLIC RELIGIOUS, EDUCATION, RESEARCH 20000 YALE UNIVERSITY ONE PROSPECT STREET NEW HAVEN CT 06520 PUBLIC EDUCATION 1000 HILLEL INTERNATIONAL 800 EIGHTH STREET NW WASHINGTON DC 20001 PUBLIC EDUCATION, STUDENT PROGRAMS 50000 SOUTH BURLINGTON FOOD SHELF 356 DORSET STREET SOUTH BURLINGTON VT 05403 PUBLIC COMMUNITY SUPORT 10000 CHABAD OF THE WEST SIDE 166 WEST 97TH STREET NEW YORK NY 10025 PUBLIC RELIGIOUS 1000 GIFT OF LIFE BONE MARROW FDN 800 YAMATO ROAD BOCA RATON FL 33431 PUBLIC MEDICAL RESEARCH, SUPPORT 10000 CONGREGATION OHAVI ZEDEK 118 WEST 95TH STREET NEW YORK NY 10025 PUBLIC RELIGIOUS EDUCATION 25000 BROWN UNIVERSITY BOX 1877 PROVIDENCE RI 02912 PUBLIC EDUCATION 5000 METROPOLITAN MUSEUM OF ART 1000 FIFTH AVENUE NEW YORK NY 10028 PUBLIC CULTURAL EXHIBITIONS, PROGRAMS 1200 TRUSTEES OF TUFTS UNIVERSITY 419 BOSTON AVENUE MEDFORD MA 02165 PUBLIC EDUCATION 10000 198597 14 14 14 65159 18 168553 233726 233726 false false false false false false false false false false TAX PREPARATION FEES 1450 725 0 725 VANGUARD TOTAL INTL BOND FD 180907 183196 VANGUARD TOTAL BOND MARKET INDEX 62924 68294 PIMCO INVESTMENT GRADE CORP SIX CIRCLES ULTRA SHORT DURATION FD PIMCO INCOME FUND 20675 21182 ISHARES 20+ YEAR TREASURY BLACKROCK HIGH YIELD BOND PORT-K VANGUARD MORTGAGE BACKED SEC 22686 22140 SIX CIRCLES GLOBAL BOND 225042 218094 SIX CIRCLES CREDIT OPPORTUNITY 41610 42143 VANGUARD TOTAL INTL BOND ETF 121676 115891 SIX CIRCLES ULTRA SHORT-TERM BOND 21068 20942 VANGUARD SHORT-TERM BOND 157033 154143 SPDR S&P 500 ETF TRUST 216088 659244 FIDELITY INTL INDEX FUND 36755 42857 FIDELITY 500 INDEX FUND 41206 43175 SIX CIRCLES US UNCONSTRAINED FUND 155952 227008 SIX CIRCLES INTERNATIONAL FUND 160438 185322 JPM BETABUILDERS CANADA ETF 33020 48115 JPM BETABUILDERS EUROPE ETF 58390 66252 JPM BETABUILDERS JAPAN ETF 53377 63452 JPM BETABUILDERS DEVELOPED ASIA 42592 42909 ISHARES CORE MSCI EMERGING MARKET CORPORATE FILING FEES 317 GRANT RESEARCH 7969 7969 INSURANCE 646 PHILANTHROPY MEMBERSHIPS 850 850 INVESTMENT MANAGEMENT FEES 17955 17955 0 0 PROFESSIONAL NON PROFIT CONSULTANT 18500 0 0 18500 FOREIGN TAX WITHHELD 1067 1067 TAX PAID WITH 2020TAX RETURN 1299