2020-06-09T13:46:45-07:00 2019-12-31 020583514 Maryellen Mastrogiorgio CPA 19 Mountain Avenue Mount Kisco NY 10549 990PF 2019-01-01 311550822 THE JULIUS STULMAN FOUNDATION INC JULI 2127248286 C/O S STULMAN 151 CENTRAL PARK WEST NEW YORK NY 10023 STEPHEN L STULMAN DIRECTOR, PRES 2020-06-03 false Maryellen Mastrogiorgio P00346180 9143951830 X 2019 2022-09-23 18:48:47Z X 2394291 X X 14 14 50191 50191 126545 1171337 126545 176750 176750 1815 908 907 38859 16590 22269 1688 1003 10281 10281 2246 1600 54889 18501 35057 208547 208547 263436 18501 243604 -86686 158249 78050 231081 231081 1559590 910298 1265785 472811 882386 897425 2110451 2023765 2394291 0 X 2110451 2023765 2110451 2023765 2110451 2023765 2110451 -86686 2023765 2023765 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 4413 4080 333 333 26 ISHARES BARCLAYS MBS BOND P 2019-02-12 2019-08-19 2811 2732 79 79 191 ISHARES BARCLAYS MBS BOND P 2019-02-12 2019-09-24 20658 20071 587 587 104 JPM BETABUILDERS ASIA P 2018-08-17 2019-03-19 2645 2636 9 9 178 JPM BETABUILDERS CANADA P 2018-08-17 2019-03-19 4331 4418 -87 -87 199 JPM BETABUILDERS CANADA P 2018-08-17 2019-07-08 4984 4939 45 45 255 JPM BETABUILDERS CANADA P 2019-04-05 2019-10-29 6363 6210 153 153 1009 JPM BETABUILDERS CANADA P 2018-07-31 2019-03-19 22892 24515 -1623 -1623 63 JPM BETABUILDERS JAPAN P 2018-07-31 2019-04-18 1447 1531 -84 -84 70 JPM BETABUILDERS EUROPE P 2018-07-17 2019-03-19 1692 1735 -43 -43 4940.711 PIMCO INVESTMENT GRADE P 2018-08-28 2019-02-12 50000 49975 25 25 99.80 SIX CIRCLES ULTRA SHORT P 2018-10-24 2019-03-19 1000 999 1 1 166.958 SIX CIRCLES ULTRA SHORT P 2018-10-24 2019-08-19 1671 1671 338.889 SIX CIRCLES US CONSTRAINED P 2019-04-05 2019-07-08 3551 3484 67 67 495.386 SIX CIRCLES US CONSTRAINED P 2019-04-05 2019-08-22 5063 5092 -29 -29 4090.481 SIX CIRCLES US CONSTRAINED P 2019-04-05 2019-10-29 43400 42050 1350 1350 2125.399 SIX CIRCLES INTL UNCON EQ P 2019-04-05 2019-10-29 20000 20085 -85 -85 258.887 VANGUARD TOTAL BOND MARKET P 2018-10-03 2019-07-09 2822 2669 153 153 440.934 VANGUARD TOTAL BOND MARKET P 2018-10-03 2019-08-19 4912 4546 366 366 580.323 VANGUARD TOTAL BOND MARKET P 2018-10-03 2019-09-24 6459 5983 476 476 176.00 VANGUARD SHORT-TERM BOND P 2018-12-13 2019-01-07 13819 13762 57 57 116 VANGUARD SHORT-TERM BOND P 2018-12-13 2019-01-09 9107 9069 38 38 166.036 VANGUARD INTL BOND P 2019-02-12 2019-07-09 3817 3641 176 176 656.59 VANGUARD TOTAL INTL BOND P 2019-02-12 2019-08-19 15443 14399 1044 1044 6553.410 AMG MANAGERS PICTET INTL P 2016-02-19 2019-02-15 57539 57227 312 312 909.432 CAPITAL GROUP NON US EQUITY P 2013-02-26 2019-02-22 11932 9303 2629 2629 873.362 CAPITAL GR NON US EQUITY P 2013-02-26 2019-04-18 12000 8935 3065 3065 1067.616 CAPITAL GR NON US EQUITY P 2013-02-26 2019-06-20 15000 10922 4078 4078 774.293 CAPITAL GR NON US EQUITY P 2013-02-26 2019-07-08 10887 7921 2966 2966 869.774 CAPITAL GR NON US EQUITY P 2013-02-26 2019-08-22 12020 8898 3122 3122 736.044 CAPITAL GR NON US EQUITY P 2013-02-26 2019-10-29 10651 7530 3121 3121 212.432 DODGE & COX INTL STOCK FUND P 2014-11-14 2019-02-22 8612 9415 -803 -803 1392.177 DODGE & COX INTL STOCK FUND P 1990-01-01 2019-04-05 58346 60952 -2606 -2606 2623.055 DODGE & COX INCOME FUND P 2016-11-17 2019-02-12 35359 35752 -393 -393 95.420 DOUBLELINE TOTAL RETURN BOND P 2018-01-16 2019-03-19 1000 1011 -11 -11 449.444 DOUBLELINE TOTAL RETURN P 2018-01-16 2019-08-19 4854 4760 94 94 228.860 FIDELITY INTL INDEX FUND P 2018-03-22 2019-10-23 9619 9672 -53 -53 1300.00 FIDELITY INTL INDEX FUND P 1990-01-01 2019-04-05 130624 121832 8792 8792 178.253 FIDELITY 500 INDEX FUND P 2018-04-16 2019-04-18 18000 16686 1314 1314 68.314 FIDELITY 500 INDEX FUND P 2018-04-16 2019-07-08 7065 6395 670 670 109.457 FIDELITY 500 INDEX FUND P 2018-04-16 2019-08-19 11149 10246 903 903 1068.702 ISHARES MSCI EAFE INDEX FUND P 1990-01-01 2019-03-19 14000 14086 -86 -86 634.587 ISHARES MSCI EAFE INDEX FUND P 2017-05-12 2019-07-08 8523 8319 204 204 8885.652 ISHARES MSCI EAFE INTL P 1990-01-01 2019-10-29 122000 109222 12778 12778 48.00 JPM BETABUILDERS ASIA P 2018-08-17 2019-10-29 1214 1217 -3 -3 1958.864 JPM GLOBAL RES ENH INDEX P 1990-01-01 2019-02-22 40000 35636 4364 4364 926.084 JPM GLOBAL RES ENH INDEX P 2015-08-24 2019-04-18 19661 15938 3723 3723 633.00 JPM BETABUILDERS CANADA P 2018-08-17 2019-10-29 15796 15709 87 87 140.00 JPM BETABUILDERS JAPAN P 2018-07-31 2019-08-19 3131 3401 -270 -270 349.00 JPM BETABUILDERS EUROPE P 2018-07-17 2019-10-23 8441 8652 -211 -211 14.00 SPDR S&P 500 ETF P 2018-02-07 2019-03-19 3978 3779 199 199 122.00 SPDR S&P 500 ETF P 1990-01-01 2019-06-20 36018 32467 3551 3551 59.00 SPDR S&P 500 ETF P 2017-07-06 2019-07-08 17520 14219 3301 3301 700.00 SPDR S&P 500 ETF P 1990-01-01 2019-10-29 212239 143694 68545 68545 Capital Gain Dividends 311 126545 2852 false 313969 2486413 0.12627 423513 2679327 0.15807 408747 2852223 0.14331 308783 3327914 0.09279 646959 3848628 0.16810 0.688536 0.137707 2298097 316464 1582 318046 243604 3165 3165 3165 X 78 3243 false false false false false false false true true FL true false false false false true N/A STEPHEN L STULMAN 2127248286 151 CENTRAL PARK WEST NEW YORK NY 100231514 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 2161605 171488 0 2333093 0 2333093 34996 2298097 114905 114905 3165 3165 111740 111740 111740 243604 243604 243604 111740 461486 143283 267360 292015 191695 1355839 243604 0 111740 131864 1487703 0 461486 1026217 143283 267360 292015 191695 131864 X KBY CONGREGATIONS TOGETHER PO BOX 23170 BROOKLYN NY 11202 PUBLIC RELIGIOUS 75000 CONGREGATION B'NAI JESHURUN 2109 BROADWAY NEW YORK NY 10023 PUBLIC RELIGIOUS 30587 PEF ISRAEL ENDOWMENT 317 MADISON AVENUE NEW YORK NY 10017 PUBLIC RELIGIOUS, COMMUNITY WELFARE 40760 YALE UNIVERSITY ONE PROSPECT STREET NEW HAVEN CT 06520 PUBLIC EDUCATION 1000 untold news 900 FIFTH AVENUE NEW YORK NY 10021 PUBLIC EDUCATION REGARDING THE MIDDLE EAST 10000 SOUTH BURLINGTON SCHOOLS FOUNDATION 550 DORSET STREET SOUTH BURLINGTON VT 05403 PUBLIC EDUCATION 1000 CHABAD OF WEST SIDE 166 WEST 97TH STREET NEW YORK NY 10025 PUBLIC RELIGIOUS 1000 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 10000 GIFT OF LIFE BONE MARROW FDN 800 YAMATO ROAD BOCA RATON FL 33431 PUBLIC MEDICAL RESEARCH, SUPPORT 10000 KIVUNIM 300 CENTRAL PARK WEST NEW YORK NY 10024 PUBLIC EDUCATION 10000 TUFTS UNIVERSITY 419 BOSTON AVENUE MEDFORD MA 02155 PUBLIC EDUCATION 11000 JCC OF MANHATTAN 334 AMSTERDAM AVENUE NEW YORK NY 10023 PUBLIC FAMILY, COMMUNITY WELFARE 1000 OHAVI ZEDEK SYNAGOGUE 188 N PROSPECT STREET BURLINGTON VT 05401 PUBLIC RELIGIOUS ACTIVITIES 4500 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 1000 MERCY LEARNING CENTER 637 PARK AVENUE BRIDGEPORT CT 06604 PUBLIC EDUCATIONAL PROGRAMS 1000 208547 14 14 14 50191 18 126545 176750 176750 false false false false false false false false false false TAX PREPARATION FEES 1815 908 0 907 DOUBLELINE TOTAL RET BD 65651 65752 VANGUARD TOTAL INTL BOND FD 232433 238068 VANGUARD TOTAL BOND MARKET INDEX 329802 339795 PIMCO INVESTMENT GRADE CORP 42450 42724 SIX CIRCLES ULTRA SHORT DURATION FD 42447 42362 PIMCO INCOME FUND 21200 21360 ISHARES 20+ YEAR TREASURY 43368 41863 ISHARES 7-10 YEAR TREASURY 83826 84208 SCHWAB US TIPS ETF 21209 21293 SPDR S&P 500 ETF TRUST 303461 594154 ISHARES MSCI EAFE INTL INDEX 69579 79498 FIDELITY INTL INDEX FUND 54141 55038 FIDELITY 500 INDEX FUND 86841 104695 SIX CIRCLES US UNCONSTRAINED FUND 156142 177995 SIX CIRCLES INTERNATIONAL FUND 81549 86543 JPM BETABUILDERS CANADA ETF 39497 44165 JPM BETABUILDERS EUROPE ETF 32597 34137 JPM BETABUILDERS JAPAN ETF 65351 67951 JPM BETABUILDERS DEVELOPED ASIA 21140 21609 INSURANCE 646 PHILANTHROPY MEMBERSHIPS 1600 1600 INVESTMENT MANAGEMENT FEES 16590 16590 0 0 PROFESSIONAL NON PROFIT CONSULTANT 22269 0 0 22269 FOREIGN TAX WITHHELD 1003 1003 TAX PAID WITH 2018 TAX RETURN 685