JULIUS STULMAN FOUNDATION INC: Form 990PF, tax year 2020
View the entire original 990 at ProPublica ↗
- Organization
- JULIUS STULMAN FOUNDATION INC (EIN 31-1550822)
- Tax period
- 2020-01-01 to 2020-12-31
- Filed
- 2021-05-14
- IRS object ID
- 202121349349101302
- Schema version
- 2020v4.0
- 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 | 2021-05-14T07:48:12-07:00 | ReturnTs |
| Tax Period End | 2020-12-31 | 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 | 2020-01-01 | 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 | 2021-05-14 | 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 | 2020 | TaxYr |
| Build TS | 2022-09-23 18:48:47Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Change | Yes (X) | AddressChangeInd |
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $2,427,565 | 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 | $6 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $6 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $46,427 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $46,427 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $63,077 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $814,061 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $63,077 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $109,510 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $109,510 | TotalNetInvstIncmAmt |
| Accounting Fees Rev And Expnss | $1,600 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $800 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $800 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $20,244 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $16,244 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $4,000 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $4,116 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $873 | TaxesNetInvstIncmAmt |
| Trav Conf Meeting Rev And Expnss | $4,137 | TravConfMeetingRevAndExpnssAmt |
| Trav Conf Meeting Dsbrs Chrtbl | $3,637 | TravConfMeetingDsbrsChrtblAmt |
| Printing And Pub Rev And Expnss | $3,110 | PrintingAndPubRevAndExpnssAmt |
| Printing And Pub Dsbrs Chrtbl | $3,110 | PrintingAndPubDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $2,939 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Dsbrs Chrtbl | $1,530 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $36,146 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $17,917 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $13,077 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $198,300 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $198,300 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $234,446 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $17,917 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $211,377 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$124,936 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $91,593 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $231,081 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $76,405 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $76,405 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $910,298 | CorporateStockBOYAmt |
| Corporate Stock EOY | $886,069 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $1,365,994 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $882,386 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $936,355 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $985,166 | CorporateBondsEOYFMVAmt |
| Total Assets BOY | $2,023,765 | TotalAssetsBOYAmt |
| Total Assets EOY | $1,898,829 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $2,427,565 | TotalAssetsEOYFMVAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $2,023,765 | CapitalStockBOYAmt |
| Capital Stock EOY | $1,898,829 | CapitalStockEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $2,023,765 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $1,898,829 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $2,023,765 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $1,898,829 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $2,023,765 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$124,936 | ExcessRevenueOverExpensesAmt |
| Subtotal | $1,898,829 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $1,898,829 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (29 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|---|
| 2240.691 DOUBLELINE TOTAL RETURN | P | 2020-01-02 | 2020-05-11 | $23,639 | $23,995 | -$356 | -$356 |
| 129.266 DOUBLELINE TOTAL RETURN | P | 2019-12-30 | 2020-06-16 | $1,383 | $1,380 | $3 | $3 |
| 221.272 FIDELITY 500 INDEX | P | 2020-03-13 | 2020-08-17 | $25,995 | $20,886 | $5,109 | $5,109 |
| 129.324 FIDELITY 500 INDEX | P | 2020-09-23 | 2020-10-12 | $15,858 | $14,568 | $1,290 | $1,290 |
| 114.486 FIDELITY 500 INDEX | P | 2020-09-23 | 2020-10-21 | $13,649 | $12,897 | $752 | $752 |
| 6444.099 JPM HIGH YIELD FUND | P | 2020-05-12 | 2020-11-05 | $44,658 | $41,500 | $3,158 | $3,158 |
| 675.00 JPMORGAN BETA BULIDERS | P | 2020-06-16 | 2020-12-16 | $17,731 | $15,093 | $2,638 | $2,638 |
| 376.00 SCHWAB US TIPS ETF | P | 2019-10-29 | 2020-04-30 | $20,763 | $21,209 | -$446 | -$446 |
| 2135.735 SIX CIRCLES ULTRA SHORT | P | 2019-10-29 | 2020-04-30 | $21,208 | $21,379 | -$171 | -$171 |
| 7187.993 VANGUARD TOTAL BOND MARKET | P | 2019-12-31 | 2020-08-17 | $83,812 | $79,694 | $4,118 | $4,118 |
| 3737.082 VANGUARD TOTAL BOND MARKET | P | 2019-10-29 | 2020-09-10 | $43,537 | $41,257 | $2,280 | $2,280 |
| 4158.498 VANGUARD TOTAL BOND MARKET | P | 2019-10-29 | 2020-09-23 | $48,563 | $46,020 | $2,543 | $2,543 |
| 1739.893 DOUBLELINE TOTAL RETURN | P | 2018-01-16 | 2020-06-16 | $18,617 | $18,425 | $192 | $192 |
| 2075.013 DOUBLELINE TOTAL RETURN | P | 2018-01-16 | 2020-10-21 | $22,223 | $21,851 | $372 | $372 |
| 182.639 FIDELITY INTL INDEX | P | 2018-03-22 | 2020-10-12 | $7,578 | $7,718 | -$140 | -$140 |
| 764.00 ISHARES 7-10 YR TREASURY | P | 2019-12-31 | 2020-11-04 | $92,385 | $83,826 | $8,559 | $8,559 |
| 2982.955 ISHARES MSCI EAFE INTL | P | 2016-09-23 | 2020-03-13 | $31,500 | $36,211 | -$4,711 | -$4,711 |
| 2748.714 ISHARES MSCI EAFE INTL | P | 2016-09-23 | 2020-03-23 | $25,563 | $33,368 | -$7,805 | -$7,805 |
| 953.00 JPMORGAN BETA BUILDERS JAPAN | P | 2018-12-31 | 2020-02-07 | $23,462 | $23,082 | $380 | $380 |
| 95.00 JPMORGAN BETA BUILDERS EUROPE | P | 2018-07-17 | 2020-10-12 | $2,271 | $2,355 | -$84 | -$84 |
| 383.00 JPMORGAN BETA BUILDERS EUROPE | P | 2018-07-17 | 2020-10-21 | $8,885 | $9,495 | -$610 | -$610 |
| 507.00 JPMORGAN BETA BUILDERS EUROPE | P | 2020-12-31 | 2020-10-21 | $11,778 | $12,316 | -$538 | -$538 |
| 349.00 JPMORGAN BETA BUILDERS EUROPE | P | 2019-04-05 | 2020-12-16 | $9,168 | $8,431 | $737 | $737 |
| 1863.113 SIX CIRCLES US UNCONSTR EQ | P | 2019-04-05 | 2020-10-12 | $24,295 | $19,153 | $5,142 | $5,142 |
| 150.00 SPDR S&P 500 ETF | P | 2016-02-19 | 2020-04-30 | $43,570 | $28,680 | $14,890 | $14,890 |
| 98.00 SPDR S&P 500 ETF | P | 2016-02-19 | 2020-06-16 | $30,668 | $18,737 | $11,931 | $11,931 |
| 7743.325 VANGUARD TOTAL BOND MARKET | P | 2018-12-31 | 2020-11-04 | $89,900 | $82,877 | $7,023 | $7,023 |
| 194.538 VANGUARD TOTAL INTL BOND | P | 2019-09-24 | 2020-10-12 | $4,531 | $4,581 | -$50 | -$50 |
| Capital Gain Dividends | $6,871 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $63,077 | CapitalGainNetIncomeAmt |
| Net Short Term Capital Gain Loss | $28,939 | NetShortTermCapitalGainLossAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $1,273 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $1,273 | SubtotalAmt |
| Tax Based On Investment Income | $1,273 | TaxBasedOnInvestmentIncomeAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Es Penalty | $26 | EsPenaltyAmt |
| Tax Due | $1,299 | TaxDueAmt |
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 | $2,162,951 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $92,814 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $2,255,765 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Adjusted Total FMV Of Unused Ast | $2,255,765 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $33,836 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $2,221,929 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $111,096 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $111,096 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $1,273 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $1,273 | TotalTaxAmt |
| Distributable Before Adj | $109,823 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $109,823 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $109,823 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $211,377 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $211,377 | QualifyingDistributionsAmt |
| Adjusted Qualifying Distri | $211,377 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $109,823 | DistributableAsAdjustedAmt |
| Excess Distribution Cyov Yr5 | $143,283 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $267,360 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $292,015 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $191,695 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $131,864 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $1,026,217 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $211,377 | QualifyingDistributionsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $109,823 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $101,554 | RemainingDistriFromCorpusAmt |
| Total Corpus | $1,127,771 | TotalCorpusAmt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov From Yr5 | $143,283 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $984,488 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $267,360 | ExcessFromYear4Amt |
| Excess From Year3 | $292,015 | ExcessFromYear3Amt |
| Excess From Year2 | $191,695 | ExcessFromYear2Amt |
| Excess From Year1 | $131,864 | ExcessFromYear1Amt |
| Excess From Current Year | $101,554 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (15 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|
| MASORTI FOUNDATION | ||||||
| 3080 BROADWAY | NEW YORK | NY | 10027 | PUBLIC | RELIGIOUS | $1,000 |
| KBY CONGREGATIONS TOGETHER | ||||||
| PO BOX 23170 | BROOKLYN | NY | 11202 | PUBLIC | RELIGIOUS | $67,000 |
| CONGREGATION B'NAI JESHURUN | ||||||
| 270 WEST 89TH STREET | NEW YORK | NY | 10024 | PUBLIC | RELIGIOUS | $35,000 |
| PEF ISRAEL ENDOWMENT | ||||||
| 630 THIRD AVENUE | NEW YORK | NY | 10017 | PUBLIC | RELIGIOUS | $40,000 |
| CONGREGATION BETH EL | ||||||
| 109 EAST AVENUE | NORWALK | CT | 06851 | PUBLIC | RELIGIOUS | $4,000 |
| CHABAD OF THE WEST SIDE | ||||||
| 166 WEST 97TH STREET | NEW YORK | NY | 10025 | PUBLIC | RELIGIOUS | $1,000 |
| HAZON | ||||||
| 25 BROADWAY | NEW YORK | NY | 10004 | PUBLIC | COMMUNAL | $1,800 |
| UJA FEDERATION OF NY | ||||||
| 130 EAST 59TH STREET | NEW YORK | NY | 10022 | PUBLIC | COMMUNAL | $1,000 |
| CHABAD OF THE VENETIAN SUNSET ISLAN | ||||||
| 14 FARREY AVENUE | MIAMI BEACH | FL | 33139 | PUBLIC | RELIGIOUS | $25,000 |
| OHAVI ZEDEK SYNAGOGUE | ||||||
| 188 N PROSPECT STREET | BURLINGTON | VT | 05401 | PUBLIC | RELIGIOUS | $5,000 |
| WEST SIDE CAMPAIGN AGAINST HUNGER | ||||||
| 263 WEST 86TH STREET | NEW YORK | NY | 10024 | PUBLIC | COMMUNAL | $2,000 |
| YALE UNIVERSITY | ||||||
| PO BOX 2038 | NEW HAVEN | CT | 06521 | PUBLIC | EDUCATION | $1,000 |
| FRIENDS OF SEMINARIO RABBINICO | ||||||
| 5N REGENT STREET | LIVINGSTON | NJ | 07039 | PUBLIC | RELIGIOUS | $2,000 |
| TUFTS UNIVERSITY | ||||||
| 419 BOSTON AVENUE | MEDFORD | MA | 02165 | PUBLIC | EDUCATION | $10,000 |
| SCHOKE JEWISH FAMILY SERVICES | ||||||
| 733 SUMMER STREET | STAMFORD | CT | 06901 | PUBLIC | COMMUNAL | $2,500 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $198,300 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $6 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $46,427 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $63,077 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $109,510 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $109,510 | 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 | $1,600 | Amt |
| Net Investment Income | $800 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $800 | DisbursementsCharitablePrpsAmt |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp (11 entries)
| BondBondNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| VANGUARD TOTAL INTL BOND FD | $227,851 | $241,621 |
| VANGUARD TOTAL BOND MARKET INDEX | $99,953 | $112,653 |
| PIMCO INVESTMENT GRADE CORP | $42,450 | $44,171 |
| SIX CIRCLES ULTRA SHORT DURATION FD | $21,068 | $21,110 |
| PIMCO INCOME FUND | $20,918 | $21,484 |
| ISHARES 20+ YEAR TREASURY | $60,831 | $66,089 |
| BLACKROCK HIGH YIELD BOND PORT-K | $80,212 | $93,761 |
| VANGUARD MORTGAGE BACKED SEC | $44,590 | $44,500 |
| SIX CIRCLES GLOBAL BOND | $222,783 | $222,895 |
| SIX CIRCLES CREDIT OPPORTUNITY | $45,122 | $45,744 |
| VANGUARD TOTAL INTL BOND ETF | $70,577 | $71,138 |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (10 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| SPDR S&P 500 ETF TRUST | $256,044 | $597,460 |
| FIDELITY INTL INDEX FUND | $46,423 | $50,103 |
| FIDELITY 500 INDEX FUND | $121,114 | $163,634 |
| SIX CIRCLES US UNCONSTRAINED FUND | $136,989 | $190,091 |
| SIX CIRCLES INTERNATIONAL FUND | $133,191 | $142,754 |
| JPM BETABUILDERS CANADA ETF | $39,497 | $45,557 |
| JPM BETABUILDERS EUROPE ETF | $20,424 | $23,874 |
| JPM BETABUILDERS JAPAN ETF | $65,575 | $78,708 |
| JPM BETABUILDERS DEVELOPED ASIA | $21,140 | $22,568 |
| ISHARES CORE MSCI EMERGING MARKET | $45,672 | $51,245 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (4 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|
| BANK FEES | $454 | |
| CORPORATE FILING FEES | $309 | |
| INSURANCE | $646 | |
| PHILANTHROPY MEMBERSHIPS | $1,530 | $1,530 |
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 | $16,244 | $16,244 | $0 | $0 |
| PROFESSIONAL NON PROFIT CONSULTANT | $4,000 | $0 | $0 | $4,000 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|
| FOREIGN TAX WITHHELD | $873 | $873 |
| TAX PAID WITH 2019 TAX RETURN | $3,243 |
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