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JULIA CARELL STADLER FOUNDATION TR: Form 990PF, tax year 2025

View the entire original 990 at ProPublica ↗

Organization
JULIA CARELL STADLER FOUNDATION TR (EIN 62-6314877)
Tax period
2025-01-01 to 2025-12-31
Filed
2026-05-04
IRS object ID
202621249349101767
Schema version
2025v4.1
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 ReturnHeader

FieldValueIRS element (for citing)
Return2026-05-04T12:36:31-05:00ReturnTs
Tax Period End2025-12-31TaxPeriodEndDt

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 Begin2025-01-01TaxPeriodBeginDt

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
Signature2026-05-04SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonMICHAEL GANSCHOWPreparerPersonNm
PTINP01395484PTIN
Phone6153774600PhoneNum
Preparation2026-05-04PreparationDt
FieldValueIRS element (for citing)
Tax2025TaxYr
Build TS2025-03-06 01:10:19ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$4,849,117FMVAssetsEOYAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Contri Rcvd Rev And Expnss$0ContriRcvdRevAndExpnssAmt
Schedule B Not RequiredYes (X)ScheduleBNotRequiredInd
Interest On Sav Rev And Expnss$779InterestOnSavRevAndExpnssAmt
Interest On Sav Net Invst Incm$779InterestOnSavNetInvstIncmAmt
Dividends Rev And Expnss$167,916DividendsRevAndExpnssAmt
Dividends Net Invst Incm$167,916DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss$183,444NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$502,725GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$183,444CapGainNetIncmNetInvstIncmAmt
Total Rev And Expnss$352,139TotalRevAndExpnssAmt
Total Net Invst Incm$352,139TotalNetInvstIncmAmt
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$3,095AccountingFeesRevAndExpnssAmt
Accounting Fees Net Invst Incm$0AccountingFeesNetInvstIncmAmt
Accounting Fees Chrtbl Prps$3,095AccountingFeesChrtblPrpsAmt
Other Prof Fees Rev And Expnss$392OtherProfFeesRevAndExpnssAmt
Other Prof Fees Net Invst Incm$392OtherProfFeesNetInvstIncmAmt
Other Prof Fees Dsbrs Chrtbl$0OtherProfFeesDsbrsChrtblAmt
Interest Rev And Expnss$1InterestRevAndExpnssAmt
Interest Net Invst Incm$1InterestNetInvstIncmAmt
Interest Dsbrs Chrtbl$0InterestDsbrsChrtblAmt
Taxes Rev And Expnss$9,853TaxesRevAndExpnssAmt
Taxes Net Invst Incm$853TaxesNetInvstIncmAmt
Taxes Dsbrs Chrtbl$0TaxesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss$13,341TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$1,246TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$3,095TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$216,000ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$216,000ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$229,341TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$1,246TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$219,095TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses$122,798ExcessRevenueOverExpensesAmt
Net Investment Income$350,893NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Sav And Temp Cash Invst BOY$15,803SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY$6,924SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV$6,924SavAndTempCashInvstEOYFMVAmt
Corporate Stock BOY$976,237CorporateStockBOYAmt
Corporate Stock EOY$1,190,370CorporateStockEOYAmt
Corporate Stock EOYFMV$2,277,440CorporateStockEOYFMVAmt
Corporate Bonds BOY$2,099,054CorporateBondsBOYAmt
Corporate Bonds EOY$2,029,688CorporateBondsEOYAmt
Corporate Bonds EOYFMV$1,965,689CorporateBondsEOYFMVAmt
Other Investments BOY$588,593OtherInvestmentsBOYAmt
Other Investments EOY$575,066OtherInvestmentsEOYAmt
Other Investments EOYFMV$599,064OtherInvestmentsEOYFMVAmt
Total Assets BOY$3,679,687TotalAssetsBOYAmt
Total Assets EOY$3,802,048TotalAssetsEOYAmt
Total Assets EOYFMV$4,849,117TotalAssetsEOYFMVAmt
Total Liabilities BOY$0TotalLiabilitiesBOYAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Org Does Not Follow FASB117Yes (X)OrgDoesNotFollowFASB117Ind
Capital Stock BOY$0CapitalStockBOYAmt
Capital Stock EOY$0CapitalStockEOYAmt
Additional Paid In Capital BOY$0AdditionalPaidInCapitalBOYAmt
Additional Paid In Capital EOY$0AdditionalPaidInCapitalEOYAmt
Retained Earning BOY$3,679,687RetainedEarningBOYAmt
Retained Earning EOY$3,802,048RetainedEarningEOYAmt
Tot Net Ast Or Fund Balances BOY$3,679,687TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$3,802,048TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$3,679,687TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$3,802,048TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$3,679,687TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses$122,798ExcessRevenueOverExpensesAmt
Other Increases$0OtherIncreasesAmt
Subtotal$3,802,485SubtotalAmt
Other Decreases$437OtherDecreasesAmt
Tot Net Ast Or Fund Balances EOY$3,802,048TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (3 entries)

PropertyPropertyDescHow AcquiredHowAcquiredCdGross Sales PriceGrossSalesPriceAmtCost Or Other BasisCostOrOtherBasisAmtGain Or LossGainOrLossAmtGains Minus Excess Or LossesGainsMinusExcessOrLossesAmt
GOLDMAN SACHS #52618-3P$65,766$62,464$3,302$3,302
GOLDMAN SACHS #52618-3P$345,395$256,817$88,578$88,578
CAPITAL GAINS DIVIDENDSP$91,564$91,564$91,564
FieldValueIRS element (for citing)
Capital Gain Net Income$183,444CapitalGainNetIncomeAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$4,877InvestmentIncomeExciseTaxAmt
Tax Under Section511$0TaxUnderSection511Amt
Subtotal$4,877SubtotalAmt
Subtitle A Tax$0SubtitleATaxAmt
Tax Based On Investment Income$4,877TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx$5,124EstimatedPlusOvpmtIncmTxAmt
Exempt Frgn Org Tax Wthld At Srce$0ExemptFrgnOrgTaxWthldAtSrceAmt
Extsn Request Income Tax Paid$0ExtsnRequestIncomeTaxPaidAmt
Backup Withholding Withheld$0BackupWithholdingWithheldAmt
Total Payments And Credits$5,124TotalPaymentsAndCreditsAmt
Es Penalty$0EsPenaltyAmt
Overpayment$247OverpaymentAmt
Applied To ES Tax$247AppliedToESTaxAmt
Refund$0RefundAmt

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
Subj To Tax Rmnrtn Ex Prcht Pymt0SubjToTaxRmnrtnExPrchtPymtInd

Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp

Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp

FieldValueIRS element (for citing)
PersonJULIA CARELL STADLERPersonNm

US Address USAddress

FieldValueIRS element (for citing)
Address Line14432 TYNE BOULEVARDAddressLine1Txt
CityNASHVILLECityNm
State AbbreviationTNStateAbbreviationCd
ZIP37215ZIPCd
FieldValueIRS element (for citing)
TitleCHAIRMANTitleTxt
Average Hrs Per Wk Devoted To Pos4.00AverageHrsPerWkDevotedToPosRt
Compensation$0CompensationAmt
Employee Benefit Program$0EmployeeBenefitProgramAmt
Expense Account Other Allwnc$0ExpenseAccountOtherAllwncAmt
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$4,715,458AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$16,271AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$4,731,729TotalFMVOfUnusedAssetsAmt
Reduction Claimed$0ReductionClaimedAmt
Acquisition Indebtedness$0AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast$4,731,729AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$70,976CashDeemedCharitableAmt
Net Vl Noncharitable Assets$4,660,753NetVlNoncharitableAssetsAmt
Minimum Investment Return$233,038MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$233,038MinimumInvestmentReturnAmt
Tax Based On Investment Income$4,877TaxBasedOnInvestmentIncomeAmt
Total Tax$4,877TotalTaxAmt
Distributable Before Adj$228,161DistributableBeforeAdjAmt
Recoveries Qualfied Distri$0RecoveriesQualfiedDistriAmt
Distributable Before Ded$228,161DistributableBeforeDedAmt
Deduction From Distributable$0DeductionFromDistributableAmt
Distributable As Adjusted$228,161DistributableAsAdjustedAmt

PF Qualifying Distributions PFQualifyingDistributionsGrp

FieldValueIRS element (for citing)
Expenses And Contributions$219,095ExpensesAndContributionsAmt
Program Related Invst Total$0ProgramRelatedInvstTotalAmt
Qualifying Distributions$219,095QualifyingDistributionsAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$228,161DistributableAsAdjustedAmt
Undistributed Income PY$199,310UndistributedIncomePYAmt
Total For Prior Years$0TotalForPriorYearsAmt
Total Excess Distribution Cyov$0TotalExcessDistributionCyovAmt
Qualifying Distributions$219,095QualifyingDistributionsAmt
Applied To Year1$199,310AppliedToYear1Amt
Applied To Prior Years$0AppliedToPriorYearsAmt
Treated As Distri From Corpus$0TreatedAsDistriFromCorpusAmt
Applied To Current Year$19,785AppliedToCurrentYearAmt
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$208,376UndistributedIncomeCYAmt
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 (6 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient RelationshipRecipientRelationshipTxtRecipient Foundation StatusRecipientFoundationStatusCdGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmt
VANDERBILT UNIVERSITY
461 21ST AVE SNASHVILLETN37232NONEPCTO FURTHER CHARITABLE PURPOSE$200,000
DIOCESE OF NASHVILLE
2400 21ST AVE SOUTHNASHVILLETN37212NONEPCTO FURTHER CHARITABLE PURPOSE$5,000
ST CECILIA CONGREGATION
801 DOMINICAN DRIVENASHVILLETN37228NONEPCTO FURTHER CHARITABLE PURPOSE$5,000
ALIVE HOSPICE
1718 PATTERSON STREETNASHVILLETN37203NONEPCTO FURTHER CHARITABLE PURPOSE$2,500
NASHVILLE ZOO AT GRASSMERE
3777 NOLENSVILLE RDNASHVILLETN37211NONEPCTO FURTHER CHARITABLE PURPOSE$2,500
FRIENDS OF WARNER PARKS
50 VAUGHN ROADNASHVILLETN37221NONEPCTO FURTHER CHARITABLE PURPOSE$1,000
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$216,000TotalGrantOrContriPdDurYrAmt
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$779ExclusionAmt

Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$167,916ExclusionAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Exclusion18ExclusionCd
Exclusion$183,444ExclusionAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Unrelated Business Taxbl Incm$0UnrelatedBusinessTaxblIncmAmt
Exclusion$352,139ExclusionAmt
Related Or Exempt Function Incm$0RelatedOrExemptFunctionIncmAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$352,139TotalIncomeProducingActyAmt

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$3,095Amt
Net Investment Income$0NetInvestmentIncomeAmt
Disbursements Charitable Prps$3,095DisbursementsCharitablePrpsAmt

Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule

Investments Corporate Bonds InvestmentsCorporateBondsGrp

FieldValueIRS element (for citing)
BondGOLDMAN SACHS ACCT# 52618-3BondNm
EOY Book Value$2,029,688EOYBookValueAmt
EOYFMV$1,965,689EOYFMVAmt

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp

FieldValueIRS element (for citing)
StockGOLDMAN SACHS ACCT# 52618-3StockNm
EOY Book Value$1,190,370EOYBookValueAmt
EOYFMV$2,277,440EOYFMVAmt

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$575,066BookValueAmt
EOYFMV$599,064EOYFMVAmt

Other Decreases Schedule OtherDecreasesSchedule

Other Decreases Detail OtherDecreasesDetail

FieldValueIRS element (for citing)
DescBOOK/TAX DIFFERENCEDesc
Amt$437Amt

Other Professional Fees Schedule OtherProfessionalFeesSchedule

Other Professional Fees Detail OtherProfessionalFeesDetail

FieldValueIRS element (for citing)
CategoryINVESTMENT FEES - GOLDMAN SACHSCategoryTxt
Amt$392Amt
Net Investment Income$392NetInvestmentIncomeAmt
Disbursements Charitable Prps$0DisbursementsCharitablePrpsAmt

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail (2 entries)

CategoryCategoryTxtAmtAmtNet Investment IncomeNetInvestmentIncomeAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
FOREIGN TAXES - GOLDMAN SACHS$853$853$0
TAXES$9,000$0$0

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