2021-05-14T07:48:12-07:00 2020-12-31 020583514 Maryellen Mastrogiorgio CPA 19 Mountain Avenue Mount Kisco NY 10549 990PF 2020-01-01 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 2021-05-14 false STEPHEN L STULMAN 999009999 Maryellen Mastrogiorgio P00346180 9143951830 X 2 AAL1 IAL1 FAL1 2020 2022-09-23 18:48:47Z X X 2427565 X X 6 6 46427 46427 63077 814061 63077 109510 109510 1600 800 800 20244 16244 4000 4116 873 4137 3637 3110 3110 2939 1530 36146 17917 13077 198300 198300 234446 17917 211377 -124936 91593 231081 76405 76405 910298 886069 1365994 882386 936355 985166 2023765 1898829 2427565 0 X 2023765 1898829 2023765 1898829 2023765 1898829 2023765 -124936 1898829 1898829 2240.691 DOUBLELINE TOTAL RETURN P 2020-01-02 2020-05-11 23639 23995 -356 -356 129.266 DOUBLELINE TOTAL RETURN P 2019-12-30 2020-06-16 1383 1380 3 3 221.272 FIDELITY 500 INDEX P 2020-03-13 2020-08-17 25995 20886 5109 5109 129.324 FIDELITY 500 INDEX P 2020-09-23 2020-10-12 15858 14568 1290 1290 114.486 FIDELITY 500 INDEX P 2020-09-23 2020-10-21 13649 12897 752 752 6444.099 JPM HIGH YIELD FUND P 2020-05-12 2020-11-05 44658 41500 3158 3158 675.00 JPMORGAN BETA BULIDERS P 2020-06-16 2020-12-16 17731 15093 2638 2638 376.00 SCHWAB US TIPS ETF P 2019-10-29 2020-04-30 20763 21209 -446 -446 2135.735 SIX CIRCLES ULTRA SHORT P 2019-10-29 2020-04-30 21208 21379 -171 -171 7187.993 VANGUARD TOTAL BOND MARKET P 2019-12-31 2020-08-17 83812 79694 4118 4118 3737.082 VANGUARD TOTAL BOND MARKET P 2019-10-29 2020-09-10 43537 41257 2280 2280 4158.498 VANGUARD TOTAL BOND MARKET P 2019-10-29 2020-09-23 48563 46020 2543 2543 1739.893 DOUBLELINE TOTAL RETURN P 2018-01-16 2020-06-16 18617 18425 192 192 2075.013 DOUBLELINE TOTAL RETURN P 2018-01-16 2020-10-21 22223 21851 372 372 182.639 FIDELITY INTL INDEX P 2018-03-22 2020-10-12 7578 7718 -140 -140 764.00 ISHARES 7-10 YR TREASURY P 2019-12-31 2020-11-04 92385 83826 8559 8559 2982.955 ISHARES MSCI EAFE INTL P 2016-09-23 2020-03-13 31500 36211 -4711 -4711 2748.714 ISHARES MSCI EAFE INTL P 2016-09-23 2020-03-23 25563 33368 -7805 -7805 953.00 JPMORGAN BETA BUILDERS JAPAN P 2018-12-31 2020-02-07 23462 23082 380 380 95.00 JPMORGAN BETA BUILDERS EUROPE P 2018-07-17 2020-10-12 2271 2355 -84 -84 383.00 JPMORGAN BETA BUILDERS EUROPE P 2018-07-17 2020-10-21 8885 9495 -610 -610 507.00 JPMORGAN BETA BUILDERS EUROPE P 2020-12-31 2020-10-21 11778 12316 -538 -538 349.00 JPMORGAN BETA BUILDERS EUROPE P 2019-04-05 2020-12-16 9168 8431 737 737 1863.113 SIX CIRCLES US UNCONSTR EQ P 2019-04-05 2020-10-12 24295 19153 5142 5142 150.00 SPDR S&P 500 ETF P 2016-02-19 2020-04-30 43570 28680 14890 14890 98.00 SPDR S&P 500 ETF P 2016-02-19 2020-06-16 30668 18737 11931 11931 7743.325 VANGUARD TOTAL BOND MARKET P 2018-12-31 2020-11-04 89900 82877 7023 7023 194.538 VANGUARD TOTAL INTL BOND P 2019-09-24 2020-10-12 4531 4581 -50 -50 Capital Gain Dividends 6871 63077 28939 1273 1273 1273 X 26 1299 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 2162951 92814 0 2255765 0 2255765 33836 2221929 111096 111096 1273 1273 109823 109823 109823 211377 211377 211377 109823 143283 267360 292015 191695 131864 1026217 211377 0 109823 101554 1127771 0 143283 984488 267360 292015 191695 131864 101554 X MASORTI FOUNDATION 3080 BROADWAY NEW YORK NY 10027 PUBLIC RELIGIOUS 1000 KBY CONGREGATIONS TOGETHER PO BOX 23170 BROOKLYN NY 11202 PUBLIC RELIGIOUS 67000 CONGREGATION B'NAI JESHURUN 270 WEST 89TH STREET NEW YORK NY 10024 PUBLIC RELIGIOUS 35000 PEF ISRAEL ENDOWMENT 630 THIRD AVENUE NEW YORK NY 10017 PUBLIC RELIGIOUS 40000 CONGREGATION BETH EL 109 EAST AVENUE NORWALK CT 06851 PUBLIC RELIGIOUS 4000 CHABAD OF THE WEST SIDE 166 WEST 97TH STREET NEW YORK NY 10025 PUBLIC RELIGIOUS 1000 HAZON 25 BROADWAY NEW YORK NY 10004 PUBLIC COMMUNAL 1800 UJA FEDERATION OF NY 130 EAST 59TH STREET NEW YORK NY 10022 PUBLIC COMMUNAL 1000 CHABAD OF THE VENETIAN SUNSET ISLAN 14 FARREY AVENUE MIAMI BEACH FL 33139 PUBLIC RELIGIOUS 25000 OHAVI ZEDEK SYNAGOGUE 188 N PROSPECT STREET BURLINGTON VT 05401 PUBLIC RELIGIOUS 5000 WEST SIDE CAMPAIGN AGAINST HUNGER 263 WEST 86TH STREET NEW YORK NY 10024 PUBLIC COMMUNAL 2000 YALE UNIVERSITY PO BOX 2038 NEW HAVEN CT 06521 PUBLIC EDUCATION 1000 FRIENDS OF SEMINARIO RABBINICO 5N REGENT STREET LIVINGSTON NJ 07039 PUBLIC RELIGIOUS 2000 TUFTS UNIVERSITY 419 BOSTON AVENUE MEDFORD MA 02165 PUBLIC EDUCATION 10000 SCHOKE JEWISH FAMILY SERVICES 733 SUMMER STREET STAMFORD CT 06901 PUBLIC COMMUNAL 2500 198300 14 6 14 46427 18 63077 109510 109510 false false false false false false false false false false TAX PREPARATION FEES 1600 800 0 800 VANGUARD TOTAL INTL BOND FD 227851 241621 VANGUARD TOTAL BOND MARKET INDEX 99953 112653 PIMCO INVESTMENT GRADE CORP 42450 44171 SIX CIRCLES ULTRA SHORT DURATION FD 21068 21110 PIMCO INCOME FUND 20918 21484 ISHARES 20+ YEAR TREASURY 60831 66089 BLACKROCK HIGH YIELD BOND PORT-K 80212 93761 VANGUARD MORTGAGE BACKED SEC 44590 44500 SIX CIRCLES GLOBAL BOND 222783 222895 SIX CIRCLES CREDIT OPPORTUNITY 45122 45744 VANGUARD TOTAL INTL BOND ETF 70577 71138 SPDR S&P 500 ETF TRUST 256044 597460 FIDELITY INTL INDEX FUND 46423 50103 FIDELITY 500 INDEX FUND 121114 163634 SIX CIRCLES US UNCONSTRAINED FUND 136989 190091 SIX CIRCLES INTERNATIONAL FUND 133191 142754 JPM BETABUILDERS CANADA ETF 39497 45557 JPM BETABUILDERS EUROPE ETF 20424 23874 JPM BETABUILDERS JAPAN ETF 65575 78708 JPM BETABUILDERS DEVELOPED ASIA 21140 22568 ISHARES CORE MSCI EMERGING MARKET 45672 51245 BANK FEES 454 CORPORATE FILING FEES 309 INSURANCE 646 PHILANTHROPY MEMBERSHIPS 1530 1530 INVESTMENT MANAGEMENT FEES 16244 16244 0 0 PROFESSIONAL NON PROFIT CONSULTANT 4000 0 0 4000 FOREIGN TAX WITHHELD 873 873 TAX PAID WITH 2019 TAX RETURN 3243