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JULIA CARELL STADLER FOUNDATION TR: Form 990PF, tax year 2017

View the entire original 990 at ProPublica ↗

Organization
JULIA CARELL STADLER FOUNDATION TR (EIN 62-6314877)
Tax period
2017-01-01 to 2017-12-31
Filed
2018-05-09
IRS object ID
201821299349101567
Schema version
2017v2.2
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 ReturnHeader

FieldValueIRS element (for citing)
Return2018-05-09T13:29:05-05:00ReturnTs
Tax Period End2017-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN621199757PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1LBMC PCBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line1PO BOX 1869AddressLine1Txt
CityBRENTWOODCityNm
State AbbreviationTNStateAbbreviationCd
ZIP370241869ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2017-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN626314877EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1THE JULIA CARELL STADLER FOUNDATIONBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlJULIBusinessNameControlTxt
Phone6153851038PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line14432 TYNE BOULEVARDAddressLine1Txt
CityNASHVILLECityNm
State AbbreviationTNStateAbbreviationCd
ZIP37215ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonJULIA CARELL STADLERPersonNm
Person TitleDIRECTORPersonTitleTxt
Phone6153851038PhoneNum
Signature2018-05-04SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonMICHAEL GANSCHOWPreparerPersonNm
PTINP01395484PTIN
Phone6153774600PhoneNum
Preparation2018-05-04PreparationDt
FieldValueIRS element (for citing)
Tax2017TaxYr
Build TS2022-09-23 18:48:47ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$4,140,445FMVAssetsEOYAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Schedule B Not RequiredYes (X)ScheduleBNotRequiredInd
Interest On Sav Rev And Expnss$921InterestOnSavRevAndExpnssAmt
Interest On Sav Net Invst Incm$921InterestOnSavNetInvstIncmAmt
Dividends Rev And Expnss$82,956DividendsRevAndExpnssAmt
Dividends Net Invst Incm$82,956DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss$63,774NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$614,248GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$63,774CapGainNetIncmNetInvstIncmAmt
Total Rev And Expnss$147,651TotalRevAndExpnssAmt
Total Net Invst Incm$147,651TotalNetInvstIncmAmt
Comp Ofcr Dir Trst Rev And Expnss$0CompOfcrDirTrstRevAndExpnssAmt
Comp Ofcr Dir Trst Net Invst Incm$0CompOfcrDirTrstNetInvstIncmAmt
Comp Ofcr Dir Trst Dsbrs Chrtbl$0CompOfcrDirTrstDsbrsChrtblAmt
Accounting Fees Rev And Expnss$2,400AccountingFeesRevAndExpnssAmt
Accounting Fees Net Invst Incm$0AccountingFeesNetInvstIncmAmt
Accounting Fees Chrtbl Prps$2,400AccountingFeesChrtblPrpsAmt
Other Prof Fees Rev And Expnss$6,341OtherProfFeesRevAndExpnssAmt
Other Prof Fees Net Invst Incm$6,341OtherProfFeesNetInvstIncmAmt
Other Prof Fees Dsbrs Chrtbl$0OtherProfFeesDsbrsChrtblAmt
Interest Rev And Expnss$1InterestRevAndExpnssAmt
Interest Net Invst Incm$0InterestNetInvstIncmAmt
Interest Dsbrs Chrtbl$0InterestDsbrsChrtblAmt
Taxes Rev And Expnss$939TaxesRevAndExpnssAmt
Taxes Net Invst Incm$939TaxesNetInvstIncmAmt
Taxes Dsbrs Chrtbl$0TaxesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss$9,681TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$7,280TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$2,400TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$96,666ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$96,666ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$106,347TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$7,280TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$99,066TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses$41,304ExcessRevenueOverExpensesAmt
Net Investment Income$140,371NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Sav And Temp Cash Invst BOY$17,122SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY$157,290SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV$157,290SavAndTempCashInvstEOYFMVAmt
Corporate Stock BOY$2,164,142CorporateStockBOYAmt
Corporate Stock EOY$1,966,725CorporateStockEOYAmt
Corporate Stock EOYFMV$2,319,026CorporateStockEOYFMVAmt
Corporate Bonds BOY$1,335,122CorporateBondsBOYAmt
Corporate Bonds EOY$1,274,116CorporateBondsEOYAmt
Corporate Bonds EOYFMV$1,253,193CorporateBondsEOYFMVAmt
Other Investments BOY$231,532OtherInvestmentsBOYAmt
Other Investments EOY$391,091OtherInvestmentsEOYAmt
Other Investments EOYFMV$410,936OtherInvestmentsEOYFMVAmt
Total Assets BOY$3,747,918TotalAssetsBOYAmt
Total Assets EOY$3,789,222TotalAssetsEOYAmt
Total Assets EOYFMV$4,140,445TotalAssetsEOYFMVAmt
Total Liabilities BOY$0TotalLiabilitiesBOYAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Org Does Not Follow SFAS117Yes (X)OrgDoesNotFollowSFAS117Ind
Capital Stock BOY$0CapitalStockBOYAmt
Capital Stock EOY$0CapitalStockEOYAmt
Additional Paid In Capital BOY$0AdditionalPaidInCapitalBOYAmt
Additional Paid In Capital EOY$0AdditionalPaidInCapitalEOYAmt
Retained Earning BOY$3,747,918RetainedEarningBOYAmt
Retained Earning EOY$3,789,222RetainedEarningEOYAmt
Tot Net Ast Or Fund Balances BOY$3,747,918TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$3,789,222TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$3,747,918TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$3,789,222TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$3,747,918TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses$41,304ExcessRevenueOverExpensesAmt
Other Increases$0OtherIncreasesAmt
Subtotal$3,789,222SubtotalAmt
Other Decreases$0OtherDecreasesAmt
Tot Net Ast Or Fund Balances EOY$3,789,222TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (5 entries)

PropertyPropertyDescHow AcquiredHowAcquiredCdGross Sales PriceGrossSalesPriceAmtCost Or Other BasisCostOrOtherBasisAmtGain Or LossGainOrLossAmtGains Minus Excess Or LossesGainsMinusExcessOrLossesAmt
GOLDMAN SACHS #52618-3 - PUBLICLY TRADED SECURITIESP$46,850$50,000-$3,150-$3,150
GOLDMAN SACHS #52618-3 - PUBLICLY TRADED SECURITIESP$78,384$79,758-$1,374-$1,374
GOLDMAN SACHS #52618-3 - PUBLICLY TRADED SECURITIESP$458,423$420,716$37,707$37,707
SETTLEMENT PROCEEDS-GENWORTH FINANCIALP$66$66$66
CAPITAL GAINS DIVIDENDSP$30,525$30,525$30,525
FieldValueIRS element (for citing)
Capital Gain Net Income$63,774CapitalGainNetIncomeAmt

Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp

FieldValueIRS element (for citing)
Liable Section4942 Tax0LiableSection4942TaxInd
Adjusted Qlfy Distri Yr1$66,300AdjustedQlfyDistriYr1Amt
Net Vl Noncharitable Assets Yr1$3,514,499NetVlNoncharitableAssetsYr1Amt
Distribution Yr10.018865DistributionYr1Rt
Adjusted Qlfy Distri Yr2$48,724AdjustedQlfyDistriYr2Amt
Net Vl Noncharitable Assets Yr2$3,773,421NetVlNoncharitableAssetsYr2Amt
Distribution Yr20.012912DistributionYr2Rt
Adjusted Qlfy Distri Yr3$78,515AdjustedQlfyDistriYr3Amt
Net Vl Noncharitable Assets Yr3$3,784,033NetVlNoncharitableAssetsYr3Amt
Distribution Yr30.020749DistributionYr3Rt
Adjusted Qlfy Distri Yr4$260,898AdjustedQlfyDistriYr4Amt
Net Vl Noncharitable Assets Yr4$3,670,597NetVlNoncharitableAssetsYr4Amt
Distribution Yr40.071078DistributionYr4Rt
Adjusted Qlfy Distri Yr5$255,779AdjustedQlfyDistriYr5Amt
Net Vl Noncharitable Assets Yr5$3,622,914NetVlNoncharitableAssetsYr5Amt
Distribution Yr50.070600DistributionYr5Rt
Total Distribution0.194204TotalDistributionRt
Average Distribution0.038841AverageDistributionRt
Net Vl Noncharitable Assets$3,799,510NetVlNoncharitableAssetsAmt
Adj Net Vl Noncharitable Assets$147,577AdjNetVlNoncharitableAssetsAmt
Net Investment Income Pct$1,404NetInvestmentIncomePctAmt
Adj Nonchrtbl Net Invst Incm Pct$148,981AdjNonchrtblNetInvstIncmPctAmt
Qualifying Distributions$99,066QualifyingDistributionsAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$2,807InvestmentIncomeExciseTaxAmt
Tax Under Section511$0TaxUnderSection511Amt
Subtotal$2,807SubtotalAmt
Subtitle A Tax$0SubtitleATaxAmt
Tax Based On Investment Income$2,807TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx$2,000EstimatedPlusOvpmtIncmTxAmt
Extsn Request Income Tax Paid$0ExtsnRequestIncomeTaxPaidAmt
Backup Withholding Withheld$0BackupWithholdingWithheldAmt
Total Payments And Credits$2,000TotalPaymentsAndCreditsAmt
Es Penalty$0EsPenaltyAmt
Tax Due$807TaxDueAmt

Statements Regarding Acty StatementsRegardingActyGrp

FieldValueIRS element (for citing)
Legislative Political Acty0LegislativePoliticalActyInd
More Than100 Spent0MoreThan100SpentInd
Form1120 POL Filed0Form1120POLFiledInd
Section4955 Organization Tax$0Section4955OrganizationTaxAmt
Section4955 Managers Tax$0Section4955ManagersTaxAmt
Tax Reimbursed$0TaxReimbursedAmt
Activities Not Previously Rpt0ActivitiesNotPreviouslyRptInd
Changes To Articles Or Bylaws0ChangesToArticlesOrBylawsInd
Unrelated Bus Incm Over Limit0UnrelatedBusIncmOverLimitInd
Organization Dissolved Etc0OrganizationDissolvedEtcInd
Section508e Rqr SatisfiedYes (1)Section508eRqrSatisfiedInd
At Least5000 In AssetsYes (1)AtLeast5000InAssetsInd
Org Report Or Register StateTNOrgReportOrRegisterStateCd
Form990 PF Filed With Atty GenYes (1)Form990PFFiledWithAttyGenInd
Private Operating Foundation0PrivateOperatingFoundationInd
New Substantial Contributors0NewSubstantialContributorsInd
Own Controlled Entity0OwnControlledEntityInd
Donor Advised Fund0DonorAdvisedFundInd
Comply With Public Insp RqrYes (1)ComplyWithPublicInspRqrInd
Website AddressN/AWebsiteAddressTxt
Individual With BooksLBMC PCIndividualWithBooksNm
Phone6153774600PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line1201 FRANKLIN RDAddressLine1Txt
CityBRENTWOODCityNm
State AbbreviationTNStateAbbreviationCd
ZIP37027ZIPCd
FieldValueIRS element (for citing)
Foreign Accounts Question0ForeignAccountsQuestionInd

Statements Regarding Acty4720 StatementsRegardingActy4720Grp

FieldValueIRS element (for citing)
Sale Or Exch Disqualified Prsn0SaleOrExchDisqualifiedPrsnInd
Brrw Or Lend Disqualified Prsn0BrrwOrLendDisqualifiedPrsnInd
Furn Goods Disqualified Prsn0FurnGoodsDisqualifiedPrsnInd
Pay Comp Disqualified Prsn0PayCompDisqualifiedPrsnInd
Transfer Ast Disqualified Prsn0TransferAstDisqualifiedPrsnInd
Payment To Government Official0PaymentToGovernmentOfficialInd
Uncorrected Prior Acts0UncorrectedPriorActsInd
Undistributed Income PY0UndistributedIncomePYInd
Business Holdings0BusinessHoldingsInd
Jeopardy Investments0JeopardyInvestmentsInd
Uncorrected PY Jeopardy Invst0UncorrectedPYJeopardyInvstInd
Influence Legislation0InfluenceLegislationInd
Influence Election0InfluenceElectionInd
Grants To Individuals0GrantsToIndividualsInd
Grants To Organizations0GrantsToOrganizationsInd
Noncharitable Purpose0NoncharitablePurposeInd
Rcv Fnds To Pay Prsnl Bnft Cntrct0RcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft Cntrct0PayPremiumsPrsnlBnftCntrctInd
Prohibited Tax Shelter Trans0ProhibitedTaxShelterTransInd

Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp

Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (2 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdTitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmtEmployee Benefit ProgramEmployeeBenefitProgramAmtExpense Account Other AllwncExpenseAccountOtherAllwncAmt
JULIA CARELL STADLER
4432 TYNE BOULEVARDNASHVILLETN37215CHAIRMAN4.00$0$0$0
GEORGE B STADLER
4432 TYNE BOULEVARDNASHVILLETN37215MEMBER OF BOARD2.00$0$0$0
FieldValueIRS element (for citing)
Comp Of Hghst Pd Empl Or NONENONECompOfHghstPdEmplOrNONETxt
Other Employee Paid Over50k0OtherEmployeePaidOver50kCnt
Comp Of Hghst Pd Cntrct Or NONENONECompOfHghstPdCntrctOrNONETxt
Contractor Paid Over50k0ContractorPaidOver50kCnt

Sum Of Program Related Invst SumOfProgramRelatedInvstGrp

FieldValueIRS element (for citing)
Description1N/ADescription1Txt
Expenses1$0Expenses1Amt
Total$0TotalAmt

Minimum Investment Return MinimumInvestmentReturnGrp

FieldValueIRS element (for citing)
Average Monthly FMV Of Sec$3,754,169AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$103,202AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$3,857,371TotalFMVOfUnusedAssetsAmt
Reduction Claimed$0ReductionClaimedAmt
Acquisition Indebtedness$0AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast$3,857,371AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$57,861CashDeemedCharitableAmt
Net Vl Noncharitable Assets$3,799,510NetVlNoncharitableAssetsAmt
Minimum Investment Return$189,976MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$189,976MinimumInvestmentReturnAmt
Tax Based On Investment Income$2,807TaxBasedOnInvestmentIncomeAmt
Total Tax$2,807TotalTaxAmt
Distributable Before Adj$187,169DistributableBeforeAdjAmt
Recoveries Qualfied Distri$0RecoveriesQualfiedDistriAmt
Distributable Before Ded$187,169DistributableBeforeDedAmt
Deduction From Distributable$0DeductionFromDistributableAmt
Distributable As Adjusted$187,169DistributableAsAdjustedAmt

Qualifying Distri Part XII QualifyingDistriPartXIIGrp

FieldValueIRS element (for citing)
Expenses And Contributions$99,066ExpensesAndContributionsAmt
Program Related Invst Total$0ProgramRelatedInvstTotalAmt
Qualifying Distributions$99,066QualifyingDistributionsAmt
Pct Sect4940e Org Net Invst Incm$0PctSect4940eOrgNetInvstIncmAmt
Adjusted Qualifying Distri$99,066AdjustedQualifyingDistriAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$187,169DistributableAsAdjustedAmt
Undistributed Income PY$9,876UndistributedIncomePYAmt
Total For Prior Years$0TotalForPriorYearsAmt
Total Excess Distribution Cyov$0TotalExcessDistributionCyovAmt
Qualifying Distributions$99,066QualifyingDistributionsAmt
Applied To Year1$9,876AppliedToYear1Amt
Applied To Prior Years$0AppliedToPriorYearsAmt
Treated As Distri From Corpus$0TreatedAsDistriFromCorpusAmt
Applied To Current Year$89,190AppliedToCurrentYearAmt
Remaining Distri From Corpus$0RemainingDistriFromCorpusAmt
Excess Distri Cyov App CY Corpus$0ExcessDistriCyovAppCYCorpusAmt
Excess Distribution Cyov App CY$0ExcessDistributionCyovAppCYAmt
Total Corpus$0TotalCorpusAmt
Prior Year Undistributed Incm$0PriorYearUndistributedIncmAmt
Prior Year Deficiency Or Tax$0PriorYearDeficiencyOrTaxAmt
Taxable1$0Taxable1Amt
Taxable2$0Taxable2Amt
Undistributed Income CY$97,979UndistributedIncomeCYAmt
Corpus Distri170b1 E Or4942g3$0CorpusDistri170b1EOr4942g3Amt
Excess Distri Cyov From Yr5$0ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr$0ExcessDistriCyovToNextYrAmt

Supplementary Information SupplementaryInformationGrp

FieldValueIRS element (for citing)
Contributing ManagerJULIA CARELL STADLERContributingManagerNm
Only Contri To PreselectedYes (X)OnlyContriToPreselectedInd

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (11 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient RelationshipRecipientRelationshipTxtRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmt
CHEEKWOOD
1200 FORREST PARK DRIVENASHVILLETN37205NONEPUBLIC CHARITYTO FURTHER CHARITABLE PURPOSE$3,500
FRIENDS OF WARNER PARK
50 VAUGHN ROADNASHVILLETN37221NONEPUBLIC CHARITYTO FURTHER CHARITABLE PURPOSE$1,000
FRIST CENTER FOR VISUAL ARTS
919 BROADWAYNASHVILLETN372033822NONEPUBLIC CHARITYTO FURTHER CHARITABLE PURPOSE$5,000
GARDEN CLUB OF NASHVILLE
PO BOX 50608NASHVILLETN372050608NONEPUBLIC CHARITYTO FURTHER CHARITABLE PURPOSE$3,500
HARPETH HALL SCHOOL
3801 HOBBS ROADNASHVILLETN37215NONEPUBLIC CHARITYTO FURTHER CHARITABLE PURPOSE$1,000
MONROE CARELL JR CHILDREN'S HOSPITAL
2200 CHILDRENS WAYNASHVILLETN37232NONEPUBLIC CHARITYTO FURTHER CHARITABLE PURPOSE$5,000
NASHVILLE BALLET
PO BOX 150409NASHVILLETN37215NONEPUBLIC CHARITYTO FURTHER CHARITABLE PURPOSE$15,000
NASHVILLE ZOO AT GRASSMERE
3777 NOLENSVILLE RDNASHVILLETN37211NONEPUBLIC CHARITYTO FURTHER CHARITABLE PURPOSE$56,666
NEW DIALECT
4611 ELKINS AVENUENASHVILLETN37209NONEPUBLIC CHARITYTO FURTHER CHARITABLE PURPOSE$2,500
ST CECILIA CONGREGATION
801 DOMINICAN DRIVENASHVILLETN37228NONEPUBLIC CHARITYTO FURTHER CHARITABLE PURPOSE$2,500
THE BRAD KAMINSKY FOUNDATION
20227 CATLETT PLACEASHBURNVA20147NONEPUBLIC CHARITYTO FURTHER CHARITABLE PURPOSE$1,000
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$96,666TotalGrantOrContriPdDurYrAmt
Total Grant Or Contri Apprv Fut$0TotalGrantOrContriApprvFutAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$921ExclusionAmt

Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$82,956ExclusionAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Exclusion18ExclusionCd
Exclusion$63,774ExclusionAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Unrelated Business Taxbl Incm$0UnrelatedBusinessTaxblIncmAmt
Exclusion$147,651ExclusionAmt
Related Or Exempt Function Incm$0RelatedOrExemptFunctionIncmAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$147,651TotalIncomeProducingActyAmt

Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp

FieldValueIRS element (for citing)
Trnsfr Of Cash To Nonchrtbl EO0TrnsfrOfCashToNonchrtblEOInd
Trnsfr Other Asset Nonchrtbl EO0TrnsfrOtherAssetNonchrtblEOInd
Sales Or Exchanges Of Assets0SalesOrExchangesOfAssetsInd
Purchase Of Assets Nonchrtbl EO0PurchaseOfAssetsNonchrtblEOInd
Rental Of Facilities Oth Assets0RentalOfFacilitiesOthAssetsInd
Reimbursement Arrangements0ReimbursementArrangementsInd
Loans Or Loan Guarantees0LoansOrLoanGuaranteesInd
Performance Of Services Etc0PerformanceOfServicesEtcInd
Sharing Of Facilities Etc0SharingOfFacilitiesEtcInd
Relationships Nonchrtbl EO0RelationshipsNonchrtblEOInd

Accounting Fees Schedule AccountingFeesSchedule

Accounting Fees Detail AccountingFeesDetail

FieldValueIRS element (for citing)
CategoryACCOUNTING FEESCategoryTxt
Amt$2,400Amt
Net Investment Income$0NetInvestmentIncomeAmt
Disbursements Charitable Prps$2,400DisbursementsCharitablePrpsAmt

Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule

Investments Corporate Bonds InvestmentsCorporateBondsGrp

FieldValueIRS element (for citing)
BondGOLDMAN SACHS ACCT# 52618-3BondNm
EOY Book Value$1,274,116EOYBookValueAmt
EOYFMV$1,253,193EOYFMVAmt

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp

FieldValueIRS element (for citing)
StockGOLDMAN SACHS ACCT# 52618-3StockNm
EOY Book Value$1,966,725EOYBookValueAmt
EOYFMV$2,319,026EOYFMVAmt

Investments Other Schedule2 InvestmentsOtherSchedule2

Investments Other InvestmentsOtherGrp

FieldValueIRS element (for citing)
Category Or ItemGOLDMAN SACHS ACCT# 52618-3CategoryOrItemTxt
Listed At Cost Or FMVAT COSTListedAtCostOrFMVCd
Book Value$391,091BookValueAmt
EOYFMV$410,936EOYFMVAmt

Other Professional Fees Schedule OtherProfessionalFeesSchedule

Other Professional Fees Detail OtherProfessionalFeesDetail

FieldValueIRS element (for citing)
CategoryINVESTMENT FEES - GOLDMAN SACHSCategoryTxt
Amt$6,341Amt
Net Investment Income$6,341NetInvestmentIncomeAmt
Disbursements Charitable Prps$0DisbursementsCharitablePrpsAmt

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail

FieldValueIRS element (for citing)
CategoryFOREIGN TAXES - GOLDMAN SACHSCategoryTxt
Amt$939Amt
Net Investment Income$939NetInvestmentIncomeAmt
Disbursements Charitable Prps$0DisbursementsCharitablePrpsAmt

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