2016-05-09T06:43:38-00:00 2015-12-31 JJ Maier CPA 5385 Kilroy Lane Douglasville GA 30135 990PF 2015-01-01 846375989 Stangler Family Foundation STAN 9194653290 100 Tropez Lane Cary NC 27511 Curtis G Stangler Chairman 9194653290 2016-05-09 true JJ Maier 7709424163 2016-05-09 X 2015 2016-09-27 15:27:22Z X 1203228 X 26499 14832 14832 20991 69682 20991 399 399 399 62721 36222 399 2215 2215 2215 2215 5136 5136 5136 5136 1636 1636 1636 1636 8987 8987 8987 8987 35700 35700 44687 8987 8987 44687 18034 27235 43842 44922 477935 570338 531925 725293 56793 670973 576847 1203228 0 X 670973 576847 670973 576847 670973 576847 670973 18034 689007 112160 576847 IShares North American Natural Resources P 2015-01-10 2015-12-18 4476 3831 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 2272 1322 950 950 DFA Intermediate Govt Fixed Income PTF P 2009-12-16 2015-10-27 1474 1360 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 25364 31929 -6565 -6565 IShares Core SP Mid-Cap ETF P 2006-05-24 2015-10-21 7272 3522 3750 3750 IShares Russell 1000 Value ETF P 2010-11-18 2015-10-27 2286 1416 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 3303 1478 1825 1825 Julie M Stangler Charitable Lead Trust P 2006-12-22 2015-12-31 19300 19300 19300 20991 645 false 35240 892129 000.039501 36700 681497 000.053852 17600 588069 000.029928 20130 526773 000.038214 22785 452370 000.050368 000.211863 000.042373 892129 37802 272 38074 44687 X 272 272 272 960 960 960 688 688 false false false false false false false true true NC true false false false false true N/A Stangler Family Foundation 9194653290 100 Tropez Lane Cary NC 27511 false false false false false false false false true 2011 false 2007 false false false false false false false false false false false false 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 TD Ameritrade Inc PO Box 2209 Omaha NE 681032209 Investment Advisory 5136 JJ Maier CPA 5385 Kilroy Lane Douglasville GA 30135 Tax/Accounting 2215 N/A 0 N/A 870011 35704 0 905715 905715 13586 892129 44606 44606 272 272 44334 44334 44334 44687 44687 272 44415 44334 25313 2011 2012 2013 46497 44687 25313 19374 46497 46497 24960 X Curtis G Stangler 100 Tropez Lane Cary NC 27511 9194653290 No specific format None None 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 3700 Food Bank of NE NC PO Box 28034 Raleigh NC 28034 None EOF General 17500 MSU Foundation 224 Alumni Foundation Center Mankato MN 56001 None EOF General 6000 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 2000 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 35700 14 14832 18 20991 Nondividend Distributions 14 399 36222 36222 false false false false false false false false false false X 1 Julie M Stangler Charitable Lead Un 100 Tropez Lane Cary NC 275116020 0 X J.J. Maier, CPA 2215 2215 2215 2215 IShares North American Natural Resources 2015-01 P 2015-12 4476 3831 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 2272 1322 950 DFA Intermediate Govt Fixed Income PTF 2009-12 P 2015-10 1474 1360 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 25364 31929 -6565 IShares Core SP Mid-Cap ETF 2006-05 P 2015-10 7272 3522 3750 IShares Russell 1000 Value ETF 2010-11 P 2015-10 2286 1416 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 3303 1478 1825 Julie M Stangler Charitable Lead Trust 2006-12 P 2015-12 19300 19300 762 shares of I Shares Russell 1000 68367 99284 DFA 2yr Global Fixed Income 46504 47905 DFA Large Cap Value 74928 108374 DFA Large Cap International 28327 32814 DFA Intermediate Government 29080 95664 DFA 5yr Global Fixed 47240 47905 DFA International Value Fund 24791 32726 Ishares IBOXX Investop 43676 47883 Ishares TR SP GSSI Natural Resources 34756 Ishares SP Mid Cap 26199 49811 Vanguard Growth ETF 28943 Vanguard Index REIT 21124 32400 Vanguard ST Treasury 44381 47864 DFA Short Term 48365 47907 Due from Julie Stangler Charitable Trust 56793 Book Tax Prior Period Adjustment 112160 Non Dividend Distributions 399 399 399 Edelman MAP 5136 5136 5136 5136 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