JULIUS STULMAN FOUNDATION INC: Form 990PF, tax year 2019
View the entire original 990 at ProPublica ↗
- Organization
- JULIUS STULMAN FOUNDATION INC (EIN 31-1550822)
- Tax period
- 2019-01-01 to 2019-12-31
- Filed
- 2020-06-09
- IRS object ID
- 202041619349100434
- Schema version
- 2019v5.0
- 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 | 2020-06-09T13:46:45-07:00 | ReturnTs |
| Tax Period End | 2019-12-31 | 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 | 2019-01-01 | 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 S STULMAN 151 CENTRAL PARK WEST | AddressLine1Txt |
| City | NEW YORK | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10023 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | STEPHEN L STULMAN | PersonNm |
| Person Title | DIRECTOR, PRES | PersonTitleTxt |
| Signature | 2020-06-03 | SignatureDt |
| Discuss With Paid Preparer | false | DiscussWithPaidPreparerInd |
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 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2019 | 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 | $2,394,291 | 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 | $50,191 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $50,191 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $126,545 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $1,171,337 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $126,545 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $176,750 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $176,750 | TotalNetInvstIncmAmt |
| Accounting Fees Rev And Expnss | $1,815 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $908 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $907 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $38,859 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $16,590 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $22,269 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $1,688 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $1,003 | TaxesNetInvstIncmAmt |
| Trav Conf Meeting Rev And Expnss | $10,281 | TravConfMeetingRevAndExpnssAmt |
| Trav Conf Meeting Dsbrs Chrtbl | $10,281 | TravConfMeetingDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $2,246 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Dsbrs Chrtbl | $1,600 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $54,889 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $18,501 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $35,057 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $208,547 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $208,547 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $263,436 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $18,501 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $243,604 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$86,686 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $158,249 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $78,050 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $231,081 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $231,081 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $1,559,590 | CorporateStockBOYAmt |
| Corporate Stock EOY | $910,298 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $1,265,785 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $472,811 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $882,386 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $897,425 | CorporateBondsEOYFMVAmt |
| Total Assets BOY | $2,110,451 | TotalAssetsBOYAmt |
| Total Assets EOY | $2,023,765 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $2,394,291 | TotalAssetsEOYFMVAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $2,110,451 | CapitalStockBOYAmt |
| Capital Stock EOY | $2,023,765 | CapitalStockEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $2,110,451 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $2,023,765 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $2,110,451 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $2,023,765 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $2,110,451 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$86,686 | ExcessRevenueOverExpensesAmt |
| Subtotal | $2,023,765 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $2,023,765 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (56 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|---|
| 62.386 AMG MANAGERS PICTET INTL | P | 2018-02-21 | 2019-02-15 | $548 | $704 | -$156 | -$156 |
| 39 ISHARES BARCLAYS 7-10 YR | P | 2019-02-19 | 2019-08-19 | $4,413 | $4,080 | $333 | $333 |
| 26 ISHARES BARCLAYS MBS BOND | P | 2019-02-12 | 2019-08-19 | $2,811 | $2,732 | $79 | $79 |
| 191 ISHARES BARCLAYS MBS BOND | P | 2019-02-12 | 2019-09-24 | $20,658 | $20,071 | $587 | $587 |
| 104 JPM BETABUILDERS ASIA | P | 2018-08-17 | 2019-03-19 | $2,645 | $2,636 | $9 | $9 |
| 178 JPM BETABUILDERS CANADA | P | 2018-08-17 | 2019-03-19 | $4,331 | $4,418 | -$87 | -$87 |
| 199 JPM BETABUILDERS CANADA | P | 2018-08-17 | 2019-07-08 | $4,984 | $4,939 | $45 | $45 |
| 255 JPM BETABUILDERS CANADA | P | 2019-04-05 | 2019-10-29 | $6,363 | $6,210 | $153 | $153 |
| 1009 JPM BETABUILDERS CANADA | P | 2018-07-31 | 2019-03-19 | $22,892 | $24,515 | -$1,623 | -$1,623 |
| 63 JPM BETABUILDERS JAPAN | P | 2018-07-31 | 2019-04-18 | $1,447 | $1,531 | -$84 | -$84 |
| 70 JPM BETABUILDERS EUROPE | P | 2018-07-17 | 2019-03-19 | $1,692 | $1,735 | -$43 | -$43 |
| 4940.711 PIMCO INVESTMENT GRADE | P | 2018-08-28 | 2019-02-12 | $50,000 | $49,975 | $25 | $25 |
| 99.80 SIX CIRCLES ULTRA SHORT | P | 2018-10-24 | 2019-03-19 | $1,000 | $999 | $1 | $1 |
| 166.958 SIX CIRCLES ULTRA SHORT | P | 2018-10-24 | 2019-08-19 | $1,671 | $1,671 | ||
| 338.889 SIX CIRCLES US CONSTRAINED | P | 2019-04-05 | 2019-07-08 | $3,551 | $3,484 | $67 | $67 |
| 495.386 SIX CIRCLES US CONSTRAINED | P | 2019-04-05 | 2019-08-22 | $5,063 | $5,092 | -$29 | -$29 |
| 4090.481 SIX CIRCLES US CONSTRAINED | P | 2019-04-05 | 2019-10-29 | $43,400 | $42,050 | $1,350 | $1,350 |
| 2125.399 SIX CIRCLES INTL UNCON EQ | P | 2019-04-05 | 2019-10-29 | $20,000 | $20,085 | -$85 | -$85 |
| 258.887 VANGUARD TOTAL BOND MARKET | P | 2018-10-03 | 2019-07-09 | $2,822 | $2,669 | $153 | $153 |
| 440.934 VANGUARD TOTAL BOND MARKET | P | 2018-10-03 | 2019-08-19 | $4,912 | $4,546 | $366 | $366 |
| 580.323 VANGUARD TOTAL BOND MARKET | P | 2018-10-03 | 2019-09-24 | $6,459 | $5,983 | $476 | $476 |
| 176.00 VANGUARD SHORT-TERM BOND | P | 2018-12-13 | 2019-01-07 | $13,819 | $13,762 | $57 | $57 |
| 116 VANGUARD SHORT-TERM BOND | P | 2018-12-13 | 2019-01-09 | $9,107 | $9,069 | $38 | $38 |
| 166.036 VANGUARD INTL BOND | P | 2019-02-12 | 2019-07-09 | $3,817 | $3,641 | $176 | $176 |
| 656.59 VANGUARD TOTAL INTL BOND | P | 2019-02-12 | 2019-08-19 | $15,443 | $14,399 | $1,044 | $1,044 |
| 6553.410 AMG MANAGERS PICTET INTL | P | 2016-02-19 | 2019-02-15 | $57,539 | $57,227 | $312 | $312 |
| 909.432 CAPITAL GROUP NON US EQUITY | P | 2013-02-26 | 2019-02-22 | $11,932 | $9,303 | $2,629 | $2,629 |
| 873.362 CAPITAL GR NON US EQUITY | P | 2013-02-26 | 2019-04-18 | $12,000 | $8,935 | $3,065 | $3,065 |
| 1067.616 CAPITAL GR NON US EQUITY | P | 2013-02-26 | 2019-06-20 | $15,000 | $10,922 | $4,078 | $4,078 |
| 774.293 CAPITAL GR NON US EQUITY | P | 2013-02-26 | 2019-07-08 | $10,887 | $7,921 | $2,966 | $2,966 |
| 869.774 CAPITAL GR NON US EQUITY | P | 2013-02-26 | 2019-08-22 | $12,020 | $8,898 | $3,122 | $3,122 |
| 736.044 CAPITAL GR NON US EQUITY | P | 2013-02-26 | 2019-10-29 | $10,651 | $7,530 | $3,121 | $3,121 |
| 212.432 DODGE & COX INTL STOCK FUND | P | 2014-11-14 | 2019-02-22 | $8,612 | $9,415 | -$803 | -$803 |
| 1392.177 DODGE & COX INTL STOCK FUND | P | 1990-01-01 | 2019-04-05 | $58,346 | $60,952 | -$2,606 | -$2,606 |
| 2623.055 DODGE & COX INCOME FUND | P | 2016-11-17 | 2019-02-12 | $35,359 | $35,752 | -$393 | -$393 |
| 95.420 DOUBLELINE TOTAL RETURN BOND | P | 2018-01-16 | 2019-03-19 | $1,000 | $1,011 | -$11 | -$11 |
| 449.444 DOUBLELINE TOTAL RETURN | P | 2018-01-16 | 2019-08-19 | $4,854 | $4,760 | $94 | $94 |
| 228.860 FIDELITY INTL INDEX FUND | P | 2018-03-22 | 2019-10-23 | $9,619 | $9,672 | -$53 | -$53 |
| 1300.00 FIDELITY INTL INDEX FUND | P | 1990-01-01 | 2019-04-05 | $130,624 | $121,832 | $8,792 | $8,792 |
| 178.253 FIDELITY 500 INDEX FUND | P | 2018-04-16 | 2019-04-18 | $18,000 | $16,686 | $1,314 | $1,314 |
| 68.314 FIDELITY 500 INDEX FUND | P | 2018-04-16 | 2019-07-08 | $7,065 | $6,395 | $670 | $670 |
| 109.457 FIDELITY 500 INDEX FUND | P | 2018-04-16 | 2019-08-19 | $11,149 | $10,246 | $903 | $903 |
| 1068.702 ISHARES MSCI EAFE INDEX FUND | P | 1990-01-01 | 2019-03-19 | $14,000 | $14,086 | -$86 | -$86 |
| 634.587 ISHARES MSCI EAFE INDEX FUND | P | 2017-05-12 | 2019-07-08 | $8,523 | $8,319 | $204 | $204 |
| 8885.652 ISHARES MSCI EAFE INTL | P | 1990-01-01 | 2019-10-29 | $122,000 | $109,222 | $12,778 | $12,778 |
| 48.00 JPM BETABUILDERS ASIA | P | 2018-08-17 | 2019-10-29 | $1,214 | $1,217 | -$3 | -$3 |
| 1958.864 JPM GLOBAL RES ENH INDEX | P | 1990-01-01 | 2019-02-22 | $40,000 | $35,636 | $4,364 | $4,364 |
| 926.084 JPM GLOBAL RES ENH INDEX | P | 2015-08-24 | 2019-04-18 | $19,661 | $15,938 | $3,723 | $3,723 |
| 633.00 JPM BETABUILDERS CANADA | P | 2018-08-17 | 2019-10-29 | $15,796 | $15,709 | $87 | $87 |
| 140.00 JPM BETABUILDERS JAPAN | P | 2018-07-31 | 2019-08-19 | $3,131 | $3,401 | -$270 | -$270 |
| 349.00 JPM BETABUILDERS EUROPE | P | 2018-07-17 | 2019-10-23 | $8,441 | $8,652 | -$211 | -$211 |
| 14.00 SPDR S&P 500 ETF | P | 2018-02-07 | 2019-03-19 | $3,978 | $3,779 | $199 | $199 |
| 122.00 SPDR S&P 500 ETF | P | 1990-01-01 | 2019-06-20 | $36,018 | $32,467 | $3,551 | $3,551 |
| 59.00 SPDR S&P 500 ETF | P | 2017-07-06 | 2019-07-08 | $17,520 | $14,219 | $3,301 | $3,301 |
| 700.00 SPDR S&P 500 ETF | P | 1990-01-01 | 2019-10-29 | $212,239 | $143,694 | $68,545 | $68,545 |
| Capital Gain Dividends | $311 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $126,545 | CapitalGainNetIncomeAmt |
| Net Short Term Capital Gain Loss | $2,852 | NetShortTermCapitalGainLossAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | false | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $313,969 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $2,486,413 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.12627 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $423,513 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $2,679,327 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.15807 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $408,747 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $2,852,223 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.14331 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $308,783 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $3,327,914 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.09279 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $646,959 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $3,848,628 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.16810 | DistributionYr5Rt |
| Total Distribution | 0.688536 | TotalDistributionRt |
| Average Distribution | 0.137707 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $2,298,097 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $316,464 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $1,582 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $318,046 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $243,604 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $3,165 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $3,165 | SubtotalAmt |
| Tax Based On Investment Income | $3,165 | TaxBasedOnInvestmentIncomeAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Es Penalty | $78 | EsPenaltyAmt |
| Tax Due | $3,243 | 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 | STEPHEN L 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 | 151 CENTRAL PARK WEST | AddressLine1Txt |
| City | NEW YORK | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 100231514 | 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 | $2,161,605 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $171,488 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $2,333,093 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Adjusted Total FMV Of Unused Ast | $2,333,093 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $34,996 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $2,298,097 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $114,905 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $114,905 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $3,165 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $3,165 | TotalTaxAmt |
| Distributable Before Adj | $111,740 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $111,740 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $111,740 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $243,604 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $243,604 | QualifyingDistributionsAmt |
| Adjusted Qualifying Distri | $243,604 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $111,740 | DistributableAsAdjustedAmt |
| Excess Distribution Cyov Yr5 | $461,486 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $143,283 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $267,360 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $292,015 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $191,695 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $1,355,839 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $243,604 | QualifyingDistributionsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $111,740 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $131,864 | RemainingDistriFromCorpusAmt |
| Total Corpus | $1,487,703 | TotalCorpusAmt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov From Yr5 | $461,486 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $1,026,217 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $143,283 | ExcessFromYear4Amt |
| Excess From Year3 | $267,360 | ExcessFromYear3Amt |
| Excess From Year2 | $292,015 | ExcessFromYear2Amt |
| Excess From Year1 | $191,695 | ExcessFromYear1Amt |
| Excess From Current Year | $131,864 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (17 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|
| KBY CONGREGATIONS TOGETHER | ||||||
| PO BOX 23170 | BROOKLYN | NY | 11202 | PUBLIC | RELIGIOUS | $75,000 |
| CONGREGATION B'NAI JESHURUN | ||||||
| 2109 BROADWAY | NEW YORK | NY | 10023 | PUBLIC | RELIGIOUS | $30,587 |
| PEF ISRAEL ENDOWMENT | ||||||
| 317 MADISON AVENUE | NEW YORK | NY | 10017 | PUBLIC | RELIGIOUS, COMMUNITY WELFARE | $40,760 |
| YALE UNIVERSITY | ||||||
| ONE PROSPECT STREET | NEW HAVEN | CT | 06520 | PUBLIC | EDUCATION | $1,000 |
| untold news | ||||||
| 900 FIFTH AVENUE | NEW YORK | NY | 10021 | PUBLIC | EDUCATION REGARDING THE MIDDLE EAST | $10,000 |
| SOUTH BURLINGTON SCHOOLS FOUNDATION | ||||||
| 550 DORSET STREET | SOUTH BURLINGTON | VT | 05403 | PUBLIC | EDUCATION | $1,000 |
| CHABAD OF WEST SIDE | ||||||
| 166 WEST 97TH STREET | NEW YORK | NY | 10025 | PUBLIC | RELIGIOUS | $1,000 |
| WEST END SYNAGOGUE | ||||||
| 190 AMSTERDAM AVENUE | NEW YORK | NY | 10023 | PUBLIC | RELIGIOUS | $500 |
| AMERICAN FRIENDS COMMUNITY ASSOCIAT | ||||||
| 220 EAST 42ND STREET | NEW YORK | NY | 10017 | PUBLIC | CULTURAL, COMMUNITY | $10,000 |
| GIFT OF LIFE BONE MARROW FDN | ||||||
| 800 YAMATO ROAD | BOCA RATON | FL | 33431 | PUBLIC | MEDICAL RESEARCH, SUPPORT | $10,000 |
| KIVUNIM | ||||||
| 300 CENTRAL PARK WEST | NEW YORK | NY | 10024 | PUBLIC | EDUCATION | $10,000 |
| TUFTS UNIVERSITY | ||||||
| 419 BOSTON AVENUE | MEDFORD | MA | 02155 | PUBLIC | EDUCATION | $11,000 |
| JCC OF MANHATTAN | ||||||
| 334 AMSTERDAM AVENUE | NEW YORK | NY | 10023 | PUBLIC | FAMILY, COMMUNITY WELFARE | $1,000 |
| OHAVI ZEDEK SYNAGOGUE | ||||||
| 188 N PROSPECT STREET | BURLINGTON | VT | 05401 | PUBLIC | RELIGIOUS ACTIVITIES | $4,500 |
| WEST SIDE CAMPAIGN AGAINST HUNGER | ||||||
| 263 WEST 86TH STREET | NEW YORK | NY | 10024 | PUBLIC | COMMUNITY WELFARE | $200 |
| YALE UNIVERSITY ALUMNI FUND | ||||||
| PO BOX 2038 | NEW HAVEN | CT | 06521 | PUBLIC | EDUCATIONAL, COMMUNITY WELFARE | $1,000 |
| MERCY LEARNING CENTER | ||||||
| 637 PARK AVENUE | BRIDGEPORT | CT | 06604 | PUBLIC | EDUCATIONAL PROGRAMS | $1,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $208,547 | 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 |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $50,191 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $126,545 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $176,750 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $176,750 | 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 | $1,815 | Amt |
| Net Investment Income | $908 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $907 | DisbursementsCharitablePrpsAmt |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp (9 entries)
| BondBondNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| DOUBLELINE TOTAL RET BD | $65,651 | $65,752 |
| VANGUARD TOTAL INTL BOND FD | $232,433 | $238,068 |
| VANGUARD TOTAL BOND MARKET INDEX | $329,802 | $339,795 |
| PIMCO INVESTMENT GRADE CORP | $42,450 | $42,724 |
| SIX CIRCLES ULTRA SHORT DURATION FD | $42,447 | $42,362 |
| PIMCO INCOME FUND | $21,200 | $21,360 |
| ISHARES 20+ YEAR TREASURY | $43,368 | $41,863 |
| ISHARES 7-10 YEAR TREASURY | $83,826 | $84,208 |
| SCHWAB US TIPS ETF | $21,209 | $21,293 |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (10 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| SPDR S&P 500 ETF TRUST | $303,461 | $594,154 |
| ISHARES MSCI EAFE INTL INDEX | $69,579 | $79,498 |
| FIDELITY INTL INDEX FUND | $54,141 | $55,038 |
| FIDELITY 500 INDEX FUND | $86,841 | $104,695 |
| SIX CIRCLES US UNCONSTRAINED FUND | $156,142 | $177,995 |
| SIX CIRCLES INTERNATIONAL FUND | $81,549 | $86,543 |
| JPM BETABUILDERS CANADA ETF | $39,497 | $44,165 |
| JPM BETABUILDERS EUROPE ETF | $32,597 | $34,137 |
| JPM BETABUILDERS JAPAN ETF | $65,351 | $67,951 |
| JPM BETABUILDERS DEVELOPED ASIA | $21,140 | $21,609 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|
| INSURANCE | $646 | |
| PHILANTHROPY MEMBERSHIPS | $1,600 | $1,600 |
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 | $16,590 | $16,590 | $0 | $0 |
| PROFESSIONAL NON PROFIT CONSULTANT | $22,269 | $0 | $0 | $22,269 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|
| FOREIGN TAX WITHHELD | $1,003 | $1,003 |
| TAX PAID WITH 2018 TAX RETURN | $685 |
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