STANGLER FAMILY FOUNDATION: Form 990PF, tax year 2015
View the entire original 990 at ProPublica ↗
- Organization
- STANGLER FAMILY FOUNDATION (EIN 84-6375989)
- Tax period
- 2015-01-01 to 2015-12-31
- Filed
- 2016-05-09
- IRS object ID
- 201601309349100000
- Schema version
- 2015v2.1
- 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
- Schedule B
- Accounting Fees Schedule
- Gain Loss Sale Other Assets Sch
- General Explanation Attachment
- Investments Corp Stock Schedule
- Other Assets Schedule
- Other Decreases Schedule
- Other Income Schedule2
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2016-05-09T06:43:38-00:00 | ReturnTs |
| Tax Period End | 2015-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | JJ Maier CPA | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 5385 Kilroy Lane | AddressLine1Txt |
| City | Douglasville | CityNm |
| State Abbreviation | GA | StateAbbreviationCd |
| ZIP | 30135 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2015-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 846375989 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Stangler Family Foundation | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | STAN | BusinessNameControlTxt |
| Phone | 9194653290 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 100 Tropez Lane | AddressLine1Txt |
| City | Cary | CityNm |
| State Abbreviation | NC | StateAbbreviationCd |
| ZIP | 27511 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | Curtis G Stangler | PersonNm |
| Person Title | Chairman | PersonTitleTxt |
| Phone | 9194653290 | PhoneNum |
| Signature | 2016-05-09 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | JJ Maier | PreparerPersonNm |
| Phone | 7709424163 | PhoneNum |
| Preparation | 2016-05-09 | PreparationDt |
| Self Employed | Yes (X) | SelfEmployedInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2015 | TaxYr |
| Build TS | 2016-09-27 15:27:22Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $1,203,228 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Rcvd Rev And Expnss | $26,499 | ContriRcvdRevAndExpnssAmt |
| Dividends Rev And Expnss | $14,832 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $14,832 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $20,991 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $69,682 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $20,991 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $399 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $399 | OtherIncomeNetInvstIncmAmt |
| Other Income Adj Net Incm | $399 | OtherIncomeAdjNetIncmAmt |
| Total Rev And Expnss | $62,721 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $36,222 | TotalNetInvstIncmAmt |
| Total Adj Net Incm | $399 | TotalAdjNetIncmAmt |
| Accounting Fees Rev And Expnss | $2,215 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $2,215 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Adj Net Incm | $2,215 | AccountingFeesAdjNetIncmAmt |
| Accounting Fees Chrtbl Prps | $2,215 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $5,136 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $5,136 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Adj Net Incm | $5,136 | OtherProfFeesAdjNetIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $5,136 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $1,636 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $1,636 | TaxesNetInvstIncmAmt |
| Taxes Adj Net Incm | $1,636 | TaxesAdjNetIncmAmt |
| Taxes Dsbrs Chrtbl | $1,636 | TaxesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $8,987 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $8,987 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $8,987 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $8,987 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $35,700 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $35,700 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $44,687 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $8,987 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $8,987 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $44,687 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $18,034 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $27,235 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $43,842 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $44,922 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $477,935 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $570,338 | CorporateStockBOYAmt |
| Corporate Stock EOY | $531,925 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $725,293 | CorporateStockEOYFMVAmt |
| Other Assets BOY | $56,793 | OtherAssetsBOYAmt |
| Total Assets BOY | $670,973 | TotalAssetsBOYAmt |
| Total Assets EOY | $576,847 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $1,203,228 | TotalAssetsEOYFMVAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow SFAS117 | Yes (X) | OrgDoesNotFollowSFAS117Ind |
| Retained Earning BOY | $670,973 | RetainedEarningBOYAmt |
| Retained Earning EOY | $576,847 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $670,973 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $576,847 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $670,973 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $576,847 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $670,973 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $18,034 | ExcessRevenueOverExpensesAmt |
| Subtotal | $689,007 | SubtotalAmt |
| Other Decreases | $112,160 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $576,847 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (13 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|---|
| IShares North American Natural Resources | P | 2015-01-10 | 2015-12-18 | $4,476 | $3,831 | $645 | $645 |
| DFA 2 Yr Global Fixed PTF | P | 2006-05-24 | 2015-10-27 | $757 | $751 | $6 | $6 |
| DFA US Large Cap Value Portfolio | P | 2008-12-16 | 2015-10-27 | $2,272 | $1,322 | $950 | $950 |
| DFA Intermediate Govt Fixed Income PTF | P | 2009-12-16 | 2015-10-27 | $1,474 | $1,360 | $114 | $114 |
| DFA Short Term Ext Quality PTF | P | 2013-11-13 | 2015-10-27 | $744 | $742 | $2 | $2 |
| DFA Intl Value PTF | P | 2006-05-24 | 2015-10-27 | $910 | $927 | ||
| IShares IBOXX Investment Grade Corp Bond ETF | P | 2007-06-19 | 2015-10-27 | $823 | $732 | $91 | $91 |
| IShares North American Natural Resources | P | 2014-01-12 | 2015-12-18 | $25,364 | $31,929 | -$6,565 | -$6,565 |
| IShares Core SP Mid-Cap ETF | P | 2006-05-24 | 2015-10-21 | $7,272 | $3,522 | $3,750 | $3,750 |
| IShares Russell 1000 Value ETF | P | 2010-11-18 | 2015-10-27 | $2,286 | $1,416 | $870 | $870 |
| Vanguard Short Term Treasury Admiral | P | 2013-11-13 | 2015-10-27 | $701 | $698 | $3 | $3 |
| Vanguard CRSP US Large Cap Grow Ind ETF | P | 2006-05-24 | 2015-08-10 | $3,303 | $1,478 | $1,825 | $1,825 |
| Julie M Stangler Charitable Lead Trust | P | 2006-12-22 | 2015-12-31 | $19,300 | $19,300 | $19,300 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $20,991 | CapitalGainNetIncomeAmt |
| Net Short Term Capital Gain Loss | $645 | NetShortTermCapitalGainLossAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | false | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $35,240 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $892,129 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 000.039501 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $36,700 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $681,497 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 000.053852 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $17,600 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $588,069 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 000.029928 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $20,130 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $526,773 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 000.038214 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $22,785 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $452,370 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 000.050368 | DistributionYr5Rt |
| Total Distribution | 000.211863 | TotalDistributionRt |
| Average Distribution | 000.042373 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $892,129 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $37,802 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $272 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $38,074 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $44,687 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Domestic Org Meeting Sect4940e | Yes (X) | DomesticOrgMeetingSect4940eInd |
| Investment Income Excise Tax | $272 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $272 | SubtotalAmt |
| Tax Based On Investment Income | $272 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $960 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $960 | TotalPaymentsAndCreditsAmt |
| Original Return Tax Paid | $960 | OriginalReturnTaxPaidAmt |
| Overpayment | $688 | OverpaymentAmt |
| Applied To ES Tax | $688 | AppliedToESTaxAmt |
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 | NC | 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 | Stangler Family Foundation | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 9194653290 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 100 Tropez Lane | AddressLine1Txt |
| City | Cary | CityNm |
| State Abbreviation | NC | StateAbbreviationCd |
| ZIP | 27511 | 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 |
| Uncorrected Prior Acts | false | UncorrectedPriorActsInd |
| Undistributed Income PY | Yes (true) | UndistributedIncomePYInd |
| Undistributed Income PY1 | 2011 | UndistributedIncomePY1Yr |
| Undistr Incm Sect4942a2 Not App | false | UndistrIncmSect4942a2NotAppInd |
| Undistr Incm Sect4942a2 App Yr1 | 2007 | UndistrIncmSect4942a2AppYr1Yr |
| 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 |
| Maintained Expenditure Rspns | false | MaintainedExpenditureRspnsInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (4 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt |
|---|---|---|---|---|---|---|
| Curtis G Stangler | ||||||
| 100 Tropez Lane | Cary | NC | 27511 | Chairman | 001.00 | $0 |
| Katherine A Sokolowski | ||||||
| 100 Tropez Lane | Cary | NC | 27511 | Secretary | 001.00 | $0 |
| Michael C Stangler | ||||||
| 100 Tropez Lane | Cary | NC | 27511 | Treasurer | 001.00 | $0 |
| William J Stangler | ||||||
| 100 Tropez Lane | Cary | NC | 27511 | V Chairman | 001.00 | $0 |
Compensation Of Hghst Pd Cntrct CompensationOfHghstPdCntrctGrp (2 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | Service TypeServiceTypeTxt | CompensationCompensationAmt |
|---|---|---|---|---|---|
| TD Ameritrade Inc | |||||
| PO Box 2209 | Omaha | NE | 681032209 | Investment Advisory | $5,136 |
| JJ Maier CPA | |||||
| 5385 Kilroy Lane | Douglasville | GA | 30135 | Tax/Accounting | $2,215 |
Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | N/A | Description1Txt |
| Expenses1 | $0 | Expenses1Amt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | N/A | Description1Txt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $870,011 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $35,704 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $905,715 | TotalFMVOfUnusedAssetsAmt |
| Adjusted Total FMV Of Unused Ast | $905,715 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $13,586 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $892,129 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $44,606 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $44,606 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $272 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $272 | TotalTaxAmt |
| Distributable Before Adj | $44,334 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $44,334 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $44,334 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $44,687 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $44,687 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $272 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $44,415 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $44,334 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $25,313 | UndistributedIncomePYAmt |
| Prior Year1 | 2011 | PriorYear1Yr |
| Prior Year2 | 2012 | PriorYear2Yr |
| Prior Year3 | 2013 | PriorYear3Yr |
| Total For Prior Years | $46,497 | TotalForPriorYearsAmt |
| Qualifying Distributions | $44,687 | QualifyingDistributionsAmt |
| Applied To Year1 | $25,313 | AppliedToYear1Amt |
| Applied To Current Year | $19,374 | AppliedToCurrentYearAmt |
| Prior Year Undistributed Incm | $46,497 | PriorYearUndistributedIncmAmt |
| Taxable1 | $46,497 | Taxable1Amt |
| Undistributed Income CY | $24,960 | UndistributedIncomeCYAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | Curtis G Stangler | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 100 Tropez Lane | AddressLine1Txt |
| City | Cary | CityNm |
| State Abbreviation | NC | StateAbbreviationCd |
| ZIP | 27511 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 9194653290 | RecipientPhoneNum |
| Form And Info And Materials | No specific format | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | None | SubmissionDeadlinesTxt |
| Restrictions On Awards | None | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (25 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| Natonal Parks Conservation Association | |||||||
| 777 6th Street NW | Washington | DC | 200013723 | None | EOF | General | $400 |
| American Whitewater | |||||||
| PO Box 1540 | Cullowhee | NC | 28723 | None | EOF | General | $100 |
| Bishops Annual Appeal | |||||||
| 715 Nazareth Street | Raleigh | NC | 27606 | None | EOF | General | $450 |
| St Andrew the Apostle | |||||||
| 3008 Old Raleigh Road | Apex | NC | 27502 | None | EOF | General | $3,700 |
| Food Bank of NE NC | |||||||
| PO Box 28034 | Raleigh | NC | 28034 | None | EOF | General | $17,500 |
| MSU Foundation | |||||||
| 224 Alumni Foundation Center | Mankato | MN | 56001 | None | EOF | General | $6,000 |
| Pack 66 Cub Scouts of America | |||||||
| 108 Avent Ferry Road | Holly Springs | NC | 27540 | None | EOF | General | $100 |
| NC Museum of Art | |||||||
| 2110 Blue Ridge Road | Raleigh | NC | 27607 | None | EOF | General | $300 |
| Wake Education Partnership | |||||||
| 706 Hillsboro St Suite A | Raleigh | NC | 27603 | None | EOF | General | $650 |
| United Way | |||||||
| PO Box 110387 | Research Triangle | NC | 27709 | None | EOF | General | $2,000 |
| USO North Carolina | |||||||
| PO Box 91536 | Raleigh | NC | 27675 | None | EOF | General | $100 |
| Salvation Army | |||||||
| PO Box 27584 | Raleigh | NC | 27611 | None | EOF | General | $100 |
| Wounded Warrior Project | |||||||
| PO Box 75817 | Topeka | KS | 66675 | None | EOF | General | $300 |
| Special Olympics of NC | |||||||
| PO Box 27728 | Raleigh | NC | 27611 | None | EOF | General | $300 |
| St Jude Hospital | |||||||
| 262 Danny Thomas Place | Memphis | TN | 38105 | None | EOF | General | $200 |
| American Heart Association | |||||||
| PO Box 5216 | Glen Allen | VA | 23058 | None | EOF | General | $200 |
| Habitat for Humanity | |||||||
| 2400 Raleigh Blvd | Raleigh | NC | 27605 | None | EOF | General | $600 |
| Triangle Downs Syndrome | |||||||
| PO Box 37305 | Raleigh | NC | 27627 | None | EOF | General | $150 |
| American Red Cross | |||||||
| 100 Peartree Lane | Raleigh | NC | 27610 | None | EOF | General | $300 |
| Friends of Congaree Swamp | |||||||
| PO Box 5294 | Columbia | SC | 29250 | None | EOF | General | $100 |
| INTERACT | |||||||
| 1560 Sherman Avenue | Evanston | IL | 60201 | None | EOF | General | $350 |
| Tammy Lynn Center | |||||||
| 741 Chappell Drive | Raleigh | NC | 27606 | None | EOF | General | $300 |
| Center for Colon Care Research | |||||||
| 712 Main Street Room 614 USC | Columbia | SC | 29208 | None | EOF | General | $500 |
| Brown Bag Ministries | |||||||
| 3008 Old Raleigh Rd | Apex | NC | 27502 | None | EOF | General | $600 |
| Camp Kemo | |||||||
| 7 Richard Medical Park Suite 203 | Columbia | SC | 29203 | None | EOF | General | $400 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $35,700 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $14,832 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $20,991 | ExclusionAmt |
Other Revenue Described OtherRevenueDescribedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | Nondividend Distributions | Desc |
| Exclusion | 14 | ExclusionCd |
| Exclusion | $399 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $36,222 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $36,222 | 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 |
Schedule B IRS990ScheduleB
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 1 | ContributorNum |
| Contributor Person | Julie M Stangler Charitable Lead Un | ContributorPersonNm |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 100 Tropez Lane | AddressLine1Txt |
| City | Cary | CityNm |
| State Abbreviation | NC | StateAbbreviationCd |
| ZIP | 275116020 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | $0 | TotalContributionsAmt |
| Person Contribution | Yes (X) | PersonContributionInd |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | J.J. Maier, CPA | CategoryTxt |
| Amt | $2,215 | Amt |
| Net Investment Income | $2,215 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $2,215 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $2,215 | DisbursementsCharitablePrpsAmt |
Gain Loss Sale Other Assets Sch GainLossSaleOtherAssetsSch
Gain Loss Sale Other Asset GainLossSaleOtherAssetGrp (13 entries)
| AssetAssetDesc | AcquiredAcquiredDt | How AcquiredHowAcquiredTxt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | BasisBasisAmt | Total NetTotalNetAmt |
|---|---|---|---|---|---|---|
| IShares North American Natural Resources | 2015-01 | P | 2015-12 | $4,476 | $3,831 | $645 |
| DFA 2 Yr Global Fixed PTF | 2006-05 | P | 2015-10 | $757 | $751 | $6 |
| DFA US Large Cap Value Portfolio | 2008-12 | P | 2015-10 | $2,272 | $1,322 | $950 |
| DFA Intermediate Govt Fixed Income PTF | 2009-12 | P | 2015-10 | $1,474 | $1,360 | $114 |
| DFA Short Term Ext Quality PTF | 2013-11 | P | 2015-10 | $744 | $742 | $2 |
| DFA Intl Value PTF | 2006-05 | P | 2015-10 | $910 | $927 | |
| IShares IBOXX Investment Grade Corp Bond ETF | 2007-06 | P | 2015-10 | $823 | $732 | $91 |
| IShares North American Natural Resources | 2014-01 | P | 2015-12 | $25,364 | $31,929 | -$6,565 |
| IShares Core SP Mid-Cap ETF | 2006-05 | P | 2015-10 | $7,272 | $3,522 | $3,750 |
| IShares Russell 1000 Value ETF | 2010-11 | P | 2015-10 | $2,286 | $1,416 | $870 |
| Vanguard Short Term Treasury Admiral | 2013-11 | P | 2015-10 | $701 | $698 | $3 |
| Vanguard CRSP US Large Cap Grow Ind ETF | 2006-05 | P | 2015-08 | $3,303 | $1,478 | $1,825 |
| Julie M Stangler Charitable Lead Trust | 2006-12 | P | 2015-12 | $19,300 | $19,300 |
General Explanation Attachment GeneralExplanationAttachment
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (14 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| 762 shares of I Shares Russell 1000 | $68,367 | $99,284 |
| DFA 2yr Global Fixed Income | $46,504 | $47,905 |
| DFA Large Cap Value | $74,928 | $108,374 |
| DFA Large Cap International | $28,327 | $32,814 |
| DFA Intermediate Government | $29,080 | $95,664 |
| DFA 5yr Global Fixed | $47,240 | $47,905 |
| DFA International Value Fund | $24,791 | $32,726 |
| Ishares IBOXX Investop | $43,676 | $47,883 |
| Ishares TR SP GSSI Natural Resources | $34,756 | |
| Ishares SP Mid Cap | $26,199 | $49,811 |
| Vanguard Growth ETF | $28,943 | |
| Vanguard Index REIT | $21,124 | $32,400 |
| Vanguard ST Treasury | $44,381 | $47,864 |
| DFA Short Term | $48,365 | $47,907 |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | Due from Julie Stangler Charitable Trust | Desc |
| BOY Book Value | $56,793 | BOYBookValueAmt |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | Book Tax Prior Period Adjustment | Desc |
| Amt | $112,160 | Amt |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | Non Dividend Distributions | Desc |
| Revenue And Expenses Per Books | $399 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $399 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $399 | AdjustedNetIncomeAmt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | Edelman MAP | CategoryTxt |
| Amt | $5,136 | Amt |
| Net Investment Income | $5,136 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $5,136 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $5,136 | DisbursementsCharitablePrpsAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (4 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|---|
| Foreign Taxes Stangler CLUT | $113 | $113 | $113 | $113 |
| Tax on investment income | $480 | $480 | $480 | $480 |
| Estimated Taxes | $960 | $960 | $960 | $960 |
| Foreign Taxes Edelman | $83 | $83 | $83 | $83 |
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