JULIA CARELL STADLER FOUNDATION TR: Form 990PF, tax year 2016
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- Organization
- JULIA CARELL STADLER FOUNDATION TR (EIN 62-6314877)
- Tax period
- 2016-01-01 to 2016-12-31
- Filed
- 2017-05-10
- IRS object ID
- 201711309349101526
- Schema version
- 2016v3.0
- 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
- Investments Other Schedule2
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2017-05-10T12:10:16-05:00 | ReturnTs |
| Tax Period End | 2016-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 621199757 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | LBMC PC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 1869 | AddressLine1Txt |
| City | BRENTWOOD | CityNm |
| State Abbreviation | TN | StateAbbreviationCd |
| ZIP | 370241869 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2016-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 626314877 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE JULIA CARELL STADLER FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | JULI | BusinessNameControlTxt |
| Phone | 6153851038 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 4432 TYNE BOULEVARD | AddressLine1Txt |
| City | NASHVILLE | CityNm |
| State Abbreviation | TN | StateAbbreviationCd |
| ZIP | 37215 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | JULIA CARELL STADLER | PersonNm |
| Person Title | DIRECTOR | PersonTitleTxt |
| Phone | 6153851038 | PhoneNum |
| Signature | 2017-05-01 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | MICHAEL GANSCHOW | PreparerPersonNm |
| PTIN | P01395484 | PTIN |
| Phone | 6153774600 | PhoneNum |
| Preparation | 2017-04-28 | PreparationDt |
Filing Security Information FilingSecurityInformation
IP Address IPAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| I Pv4 Address | 8.42.53.250 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IP | 2017-05-01 | IPDt |
| IP Tm | 08:36:49 | IPTm |
| IP Timezone | CD | IPTimezoneCd |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | 2938AA6E469DFF2649221CC9B0F836CA4503236F | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | 3123BC1ADEDE9295029EE42B0F2C5ACA76B94E78 | AtSubmissionFilingDeviceId |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2016 | TaxYr |
| Build TS | 2021-01-29 14:40:06Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $3,854,482 | 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 | $2,422 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $2,422 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $59,267 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $59,267 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | -$26,307 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $2,359,114 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $0 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $35,382 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $61,689 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $0 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $0 | CompOfcrDirTrstDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $2,300 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $0 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $2,300 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $11,496 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $11,496 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $861 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $861 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $14,657 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $12,357 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $2,300 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $64,000 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $64,000 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $78,657 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $12,357 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $66,300 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$43,275 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $49,332 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $418,196 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $17,122 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $17,122 | SavAndTempCashInvstEOYFMVAmt |
| Acct Rcvbl BOY | $80 | AcctRcvblBOYAmt |
| Corporate Stock BOY | $2,485,046 | CorporateStockBOYAmt |
| Corporate Stock EOY | $2,164,142 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $2,296,890 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $555,288 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $1,335,122 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $1,305,323 | CorporateBondsEOYFMVAmt |
| Other Investments BOY | $332,583 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $231,532 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $235,147 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $3,791,193 | TotalAssetsBOYAmt |
| Total Assets EOY | $3,747,918 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $3,854,482 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow SFAS117 | Yes (X) | OrgDoesNotFollowSFAS117Ind |
| Capital Stock BOY | $0 | CapitalStockBOYAmt |
| Capital Stock EOY | $0 | CapitalStockEOYAmt |
| Additional Paid In Capital BOY | $0 | AdditionalPaidInCapitalBOYAmt |
| Additional Paid In Capital EOY | $0 | AdditionalPaidInCapitalEOYAmt |
| Retained Earning BOY | $3,791,193 | RetainedEarningBOYAmt |
| Retained Earning EOY | $3,747,918 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $3,791,193 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $3,747,918 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $3,791,193 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $3,747,918 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $3,791,193 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$43,275 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $3,747,918 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $3,747,918 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (12 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|
| GOLDMAN SACHS #52616-7 - PUBLICLY TRADED SECURITIES | P | $340,948 | $389,614 | -$48,666 | -$48,666 |
| GOLDMAN SACHS #52616-7 - PUBLICLY TRADED SECURITIES | P | $192,818 | $212,220 | -$19,402 | -$19,402 |
| GOLDMAN SACHS #52617-5 - PUBLICLY TRADED SECURITIES | P | $169,619 | $194,003 | -$24,384 | -$24,384 |
| GOLDMAN SACHS #52617-5 - PUBLICLY TRADED SECURITIES | P | $283 | $371 | -$88 | -$88 |
| GOLDMAN SACHS #52617-5 - PUBLICLY TRADED SECURITIES | P | $259,002 | $216,938 | $42,064 | $42,064 |
| GOLDMAN SACHS #52617-5 - PUBLICLY TRADED SECURITIES | P | $42,454 | $20,086 | $22,368 | $22,368 |
| GOLDMAN SACHS #52618-3 - PUBLICLY TRADED SECURITIES | P | $504,889 | $481,768 | $23,121 | $23,121 |
| GOLDMAN SACHS #52618-3 - PUBLICLY TRADED SECURITIES | P | $384,941 | $475,889 | -$90,948 | -$90,948 |
| GOLDMAN SACHS #52616-7 - PUBLICLY TRADED SECURITIES | P | $3,563 | $4,067 | -$504 | -$504 |
| GOLDMAN SACHS #52616-7 - PUBLICLY TRADED SECURITIES | P | $14,408 | $10,361 | $4,047 | $4,047 |
| GOLDMAN SACHS #52618-3 - PUBLICLY TRADED SECURITIES | P | $434,552 | $380,104 | $54,448 | $54,448 |
| CAPITAL GAINS DIVIDENDS | P | $11,637 | $11,637 | $11,637 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | -$26,307 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | 0 | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $48,724 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $3,773,421 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.012912 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $78,515 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $3,784,033 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.020749 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $260,898 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $3,670,597 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.071078 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $255,779 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $3,622,914 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.070600 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $399,137 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $3,495,881 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.114174 | DistributionYr5Rt |
| Total Distribution | 0.289513 | TotalDistributionRt |
| Average Distribution | 0.057903 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $3,514,499 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $203,500 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $493 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $203,993 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $66,300 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $987 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $987 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $987 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $2,987 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $2,987 | TotalPaymentsAndCreditsAmt |
| Overpayment | $2,000 | OverpaymentAmt |
| Applied To ES Tax | $2,000 | AppliedToESTaxAmt |
| Refund | $0 | RefundAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | 0 | LegislativePoliticalActyInd |
| More Than100 Spent | 0 | MoreThan100SpentInd |
| Form1120 POL Filed | 0 | Form1120POLFiledInd |
| Section4955 Organization Tax | $0 | Section4955OrganizationTaxAmt |
| Section4955 Managers Tax | $0 | Section4955ManagersTaxAmt |
| Tax Reimbursed | $0 | TaxReimbursedAmt |
| Activities Not Previously Rpt | 0 | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | 0 | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | 0 | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (1) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (1) | AtLeast5000InAssetsInd |
| Org Report Or Register State | TN | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (1) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | 0 | PrivateOperatingFoundationInd |
| New Substantial Contributors | 0 | NewSubstantialContributorsInd |
| Own Controlled Entity | 0 | OwnControlledEntityInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (1) | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
| Individual With Books | LBMC PC | IndividualWithBooksNm |
| Phone | 6153774600 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 201 FRANKLIN RD | AddressLine1Txt |
| City | BRENTWOOD | CityNm |
| State Abbreviation | TN | StateAbbreviationCd |
| ZIP | 37027 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | 0 | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | 0 | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | 0 | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | 0 | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | 0 | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | 0 | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | 0 | PaymentToGovernmentOfficialInd |
| Uncorrected Prior Acts | 0 | UncorrectedPriorActsInd |
| Undistributed Income PY | 0 | UndistributedIncomePYInd |
| Business Holdings | 0 | BusinessHoldingsInd |
| Jeopardy Investments | 0 | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | 0 | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | 0 | InfluenceLegislationInd |
| Influence Election | 0 | InfluenceElectionInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Noncharitable Purpose | 0 | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (2 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee Benefit ProgramEmployeeBenefitProgramAmt | Expense Account Other AllwncExpenseAccountOtherAllwncAmt |
|---|---|---|---|---|---|---|---|---|
| JULIA CARELL STADLER | ||||||||
| 4432 TYNE BOULEVARD | NASHVILLE | TN | 37215 | CHAIRMAN | 4.00 | $0 | $0 | $0 |
| GEORGE B STADLER | ||||||||
| 4432 TYNE BOULEVARD | NASHVILLE | TN | 37215 | MEMBER OF BOARD | 2.00 | $0 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
| Contractor Paid Over50k | 0 | ContractorPaidOver50kCnt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | N/A | Description1Txt |
| Expenses1 | $0 | Expenses1Amt |
| Total | $0 | TotalAmt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $2,999,113 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $568,906 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $3,568,019 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $3,568,019 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $53,520 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $3,514,499 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $175,725 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $175,725 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $987 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $987 | TotalTaxAmt |
| Distributable Before Adj | $174,738 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $174,738 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $174,738 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $66,300 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $66,300 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $0 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $66,300 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $174,738 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr4 | $12,876 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $85,686 | ExcessDistributionCyovYr3Amt |
| Total Excess Distribution Cyov | $98,562 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $66,300 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $66,300 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $0 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $98,562 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $98,562 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $0 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Prior Year Deficiency Or Tax | $0 | PriorYearDeficiencyOrTaxAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $9,876 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $0 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $0 | ExcessDistriCyovToNextYrAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | JULIA CARELL STADLER | ContributingManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (11 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| CHEEKWOOD | |||||||
| 1200 FORREST PARK DRIVE | NASHVILLE | TN | 37205 | NONE | PUBLIC CHARITY | TO FURTHER CHARITABLE PURPOSE | $3,500 |
| ENSWORTH SCHOOL | |||||||
| 211 ENSWORTH PLACE | NASHVILLE | TN | 37205 | NONE | PUBLIC CHARITY | TO FURTHER CHARITABLE PURPOSE | $2,000 |
| FRIENDS OF WARNER PARK | |||||||
| 50 VAUGHN ROAD | NASHVILLE | TN | 37221 | NONE | PUBLIC CHARITY | TO FURTHER CHARITABLE PURPOSE | $1,000 |
| NASHVILLE BALLET | |||||||
| PO BOX 150409 | NASHVILLE | TN | 37215 | NONE | PUBLIC CHARITY | TO FURTHER CHARITABLE PURPOSE | $30,000 |
| NASHVILLE ZOO AT GRASSMERE | |||||||
| 3777 NOLENSVILLE RD | NASHVILLE | TN | 37211 | NONE | PUBLIC CHARITY | GANSCHOW - 04/18/13 09:54AM INTERVIEW FORM PF-19 | $1,000 |
| NEW DIALECT | |||||||
| 4611 ELKINS AVENUE | NASHVILLE | TN | 37209 | NONE | PUBLIC CHARITY | TO FURTHER CHARITABLE PURPOSE | $2,500 |
| ST CECILIA CONGREGATION | |||||||
| 801 DOMINICAN DRIVE | NASHVILLE | TN | 37228 | NONE | PUBLIC CHARITY | TO FURTHER CHARITABLE PURPOSE | $2,500 |
| MUSIC HEALTH ALLIANCE | |||||||
| 2021 RICHARD JONES ROAD SUITE 160 | NASHVILLE | TN | 37215 | NONE | PUBLIC CHARITY | TO FURTHER CHARITABLE PURPOSE | $5,000 |
| FORDNEY FOUNDATION | |||||||
| 5739 KANAN RD 206 | AGOURA HILLS | CA | 91301 | NONE | PUBLIC CHARITY | TO FURTHER CHARITABLE PURPOSE | $12,000 |
| THE BRAD KAMINSKY FOUNDATION | |||||||
| 20227 CATLETT PLACE | ASHBURN | VA | 20147 | NONE | PUBLIC CHARITY | TO FURTHER CHARITABLE PURPOSE | $1,000 |
| GARDEN CLUB OF NASHVILLE | |||||||
| PO BOX 50608 | NASHVILLE | TN | 372050608 | NONE | PUBLIC CHARITY | TO FURTHER CHARITABLE PURPOSE | $3,500 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $64,000 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $2,422 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $59,267 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | -$26,307 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $35,382 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $35,382 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | 0 | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | 0 | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | 0 | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | 0 | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | 0 | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | 0 | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | 0 | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | 0 | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | 0 | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | 0 | RelationshipsNonchrtblEOInd |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING FEES | CategoryTxt |
| Amt | $2,300 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $2,300 | DisbursementsCharitablePrpsAmt |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond | GOLDMAN SACHS ACCT# 52618-3 | BondNm |
| EOY Book Value | $1,335,122 | EOYBookValueAmt |
| EOYFMV | $1,305,323 | EOYFMVAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (3 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| GOLDMAN SACHS ACCT# 52616-7 | $0 | $0 |
| GOLDMAN SACHS ACCT# 52617-5 | $0 | $0 |
| GOLDMAN SACHS ACCT# 52618-3 | $2,164,142 | $2,296,890 |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (2 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| GOLDMAN SACHS ACCT# 52618-3 | AT COST | $231,532 | $235,147 |
| GOLDMAN SACHS ACCT# 52616-7 | AT COST | $0 | $0 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | INVESTMENT FEES - GOLDMAN SACHS | CategoryTxt |
| Amt | $11,496 | Amt |
| Net Investment Income | $11,496 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | FOREIGN TAXES - GOLDMAN SACHS | CategoryTxt |
| Amt | $861 | Amt |
| Net Investment Income | $861 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
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