JULIA CARELL STADLER FOUNDATION TR: Form 990PF, tax year 2014
View the entire original 990 at ProPublica ↗
- Organization
- JULIA CARELL STADLER FOUNDATION TR (EIN 62-6314877)
- Tax period
- 2014-01-01 to 2014-12-31
- Filed
- 2015-05-13
- IRS object ID
- 201521339349101837
- Schema version
- 2014v5.0
- 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 | 2015-05-13T13:08:09-05:00 | ReturnTs |
| Tax Period End | 2014-12-31 | 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 | LATTIMORE BLACK MORGAN & CAIN 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 | 2014-01-01 | 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 | 2015-05-05 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | MELISSA B COTHRAN | PreparerPersonNm |
| PTIN | P00368963 | PTIN |
| Phone | 6153774600 | PhoneNum |
| Preparation | 2015-05-05 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2014 | TaxYr |
| Build TS | 2016-02-25 16:41:14Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $4,017,176 | 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 | $429 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $429 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $65,677 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $65,677 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $234,779 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $1,685,659 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $234,779 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $300,885 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $300,885 | 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 | $2,115 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $0 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $2,115 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $15,603 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $15,603 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $7,765 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $1,006 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $25,483 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $16,609 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $2,115 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $76,400 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $76,400 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $101,883 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $16,609 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $78,515 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $199,002 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $284,276 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $248,214 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $734,880 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $734,880 | SavAndTempCashInvstEOYFMVAmt |
| Acct Rcvbl | $92 | AcctRcvblAmt |
| Acct Rcvbl BOY | $42 | AcctRcvblBOYAmt |
| Acct Rcvbl EOY | $92 | AcctRcvblEOYAmt |
| Acct Rcvbl EOYFMV | $92 | AcctRcvblEOYFMVAmt |
| Corporate Stock BOY | $2,137,765 | CorporateStockBOYAmt |
| Corporate Stock EOY | $2,229,469 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $2,544,398 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $925,480 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $596,062 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $580,118 | CorporateBondsEOYFMVAmt |
| Other Investments BOY | $200,000 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $150,000 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $157,688 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $3,511,501 | TotalAssetsBOYAmt |
| Total Assets EOY | $3,710,503 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $4,017,176 | 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 | $3,511,501 | RetainedEarningBOYAmt |
| Retained Earning EOY | $3,710,503 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $3,511,501 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $3,710,503 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $3,511,501 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $3,710,503 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $3,511,501 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $199,002 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $3,710,503 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $3,710,503 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (11 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 | $137,604 | $118,915 | $18,689 | $18,689 |
| GOLDMAN SACHS #52616-7 - PUBLICLY TRADED SECURITIES | P | $164,170 | $118,245 | $45,925 | $45,925 |
| GOLDMAN SACHS #52616-7 - PUBLICLY TRADED SECURITIES | P | $16,455 | $9,462 | $6,993 | $6,993 |
| GOLDMAN SACHS #52617-5 - PUBLICLY TRADED SECURITIES | P | $74,344 | $64,359 | $9,985 | $9,985 |
| GOLDMAN SACHS #52617-5 - PUBLICLY TRADED SECURITIES | P | $123,978 | $89,101 | $34,877 | $34,877 |
| GOLDMAN SACHS #52617-5 - PUBLICLY TRADED SECURITIES | P | $20,360 | $9,122 | $11,238 | $11,238 |
| GOLDMAN SACHS #52618-3 - PUBLICLY TRADED SECURITIES | P | $356,745 | $357,344 | -$599 | -$599 |
| GOLDMAN SACHS #52618-3 - PUBLICLY TRADED SECURITIES | P | $118,726 | $124,700 | -$5,974 | -$5,974 |
| GOLDMAN SACHS #52618-3 - PUBLICLY TRADED SECURITIES | P | $157,210 | $136,076 | $21,134 | $21,134 |
| GOLDMAN SACHS #52618-3 - PUBLICLY TRADED SECURITIES | P | $490,525 | $423,556 | $66,969 | $66,969 |
| CAPITAL GAINS DIVIDENDS | P | $25,542 | $25,542 | $25,542 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $234,779 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | 0 | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $260,898 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $3,670,597 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.071078 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $255,779 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $3,622,914 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.070600 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $399,137 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $3,495,881 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.114174 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $153,467 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $3,553,631 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.043186 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $110,742 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $3,500,917 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.031632 | DistributionYr5Rt |
| Total Distribution | 0.330670 | TotalDistributionRt |
| Average Distribution | 0.066134 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $3,784,033 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $250,253 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $2,843 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $253,096 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $78,515 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $5,686 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $5,686 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $5,686 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $4,160 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $4,160 | TotalPaymentsAndCreditsAmt |
| Tax Due | $1,526 | TaxDueAmt |
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 | LATTIMORE BLACK MORGAN CAIN PC | IndividualWithBooksNm |
| Phone | 6153774600 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 5250 VIRGINIA WAY | 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 | $3,311,723 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $529,935 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $3,841,658 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $3,841,658 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $57,625 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $3,784,033 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $189,202 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $189,202 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $5,686 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $5,686 | TotalTaxAmt |
| Distributable Before Adj | $183,516 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $183,516 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $183,516 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $78,515 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $78,515 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $0 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $78,515 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $183,516 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr3 | $177,412 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $77,679 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $85,686 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $340,777 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $78,515 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $78,515 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $0 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $105,001 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $105,001 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $235,776 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Prior Year Deficiency Or Tax | $0 | PriorYearDeficiencyOrTaxAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $0 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $235,776 | ExcessDistriCyovToNextYrAmt |
| Excess From Year3 | $72,411 | ExcessFromYear3Amt |
| Excess From Year2 | $77,679 | ExcessFromYear2Amt |
| Excess From Year1 | $85,686 | ExcessFromYear1Amt |
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 (10 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;LISTTOTAL 157250;LISTTOTAL 0 | $21,400 |
| DIOCESE OF NASHVILLE | |||||||
| 2400 21ST AVE SOUTH | NASHVILLE | TN | 37212 | NONE | PUBLIC CHARITY | TO FURTHER CHARITABLE PURPOSE | $1,000 |
| ENSWORTH SCHOOL | |||||||
| 211 ENSWORTH PLACE | NASHVILLE | TN | 37205 | NONE | PUBLIC CHARITY | TO FURTHER CHARITABLE PURPOSE;LISTTOTAL 15000;LISTTOTAL 0 | $10,000 |
| FRIENDS OF WARNER PARK | |||||||
| 50 VAUGHN ROAD | NASHVILLE | TN | 37221 | NONE | PUBLIC CHARITY | TO FURTHER CHARITABLE PURPOSE | $1,000 |
| FRIST CENTER FOR VISUAL ARTS | |||||||
| 919 BROADWAY | NASHVILLE | TN | 372033822 | NONE | PUBLIC CHARITY | TO FURTHER CHARITABLE PURPOSE | $5,500 |
| MIDDLE TENNESSEE COUNCIL-BOY SCOUTS | |||||||
| 3414 HILLSBORO RD | NASHVILLE | TN | 37215 | NONE | PUBLIC CHARITY | TO FURTHER CHARITABLE PURPOSE | $10,000 |
| NASHVILLE ZOO AT GRASSMERE | |||||||
| 3777 NOLENSVILLE RD | NASHVILLE | TN | 37211 | NONE | PUBLIC CHARITY | TO FURTHER CHARITABLE PURPOSE | $5,000 |
| ST CECILIA CONGREGATION | |||||||
| 801 DOMINICAN DRIVE | NASHVILLE | TN | 37228 | NONE | PUBLIC CHARITY | TO FURTHER CHARITABLE PURPOSE | $2,500 |
| THE BROWN CENTER FOR AUTISM | |||||||
| 2702 GREYSTONE ROAD | NASHVILLE | TN | 37204 | NONE | PUBLIC CHARITY | TO FURTHER CHARITABLE PURPOSE | $10,000 |
| THE BELMONT MANSION | |||||||
| 1900 BELMONT BLVD | NASHVILLE | TN | 37212 | NONE | PUBLIC CHARITY | TO FURTHER CHARITABLE PURPOSE | $10,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $76,400 | 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 | $429 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $65,677 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $234,779 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $300,885 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $300,885 | 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 | $2,115 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $2,115 | 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 | $596,062 | EOYBookValueAmt |
| EOYFMV | $580,118 | EOYFMVAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (3 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| GOLDMAN SACHS ACCT# 52616-7 | $459,605 | $537,507 |
| GOLDMAN SACHS ACCT# 52617-5 | $385,091 | $487,361 |
| GOLDMAN SACHS ACCT# 52618-3 | $1,384,773 | $1,519,530 |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category Or Item | GOLDMAN SACHS ACCT# 52618-3 | CategoryOrItemTxt |
| Listed At Cost Or FMV | AT COST | ListedAtCostOrFMVCd |
| Book Value | $150,000 | BookValueAmt |
| EOYFMV | $157,688 | EOYFMVAmt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | INVESTMENT FEES - GOLDMAN SACHS | CategoryTxt |
| Amt | $15,603 | Amt |
| Net Investment Income | $15,603 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| FOREIGN TAXES - GOLDMAN SACHS | $1,006 | $1,006 | $0 |
| 990-F ESTIMATED TAXES | $6,759 | $0 | $0 |
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