2026-08-17T13:23:27-07:00 2025-12-31 020583514 Maryellen Mastrogiorgio CPA 19 Mountain Avenue Mount Kisco NY 10549 990PF 2025-01-01 311550822 THE JULIUS STULMAN FOUNDATION INC JULI 2127248286 C/O SSTULMAN 151 CENTRAL PARK WEST NEW YORK NY 10023 STEPHEN L STULMAN DIRECTOR, PRES 2026-08-17 false Maryellen Mastrogiorgio P00346180 9143951830 X 2025 2025-03-06 01:10:19Z X 1391386 X X 2 2 30923 30923 706436 966353 707037 737361 737962 1800 900 900 2848 2848 11 11 8554 8554 975 329 14188 4088 9454 68750 68750 82938 4088 78204 654423 733874 505927 351978 351978 216088 1024460 1039408 722015 1376438 1391386 0 X 722015 1376438 722015 1376438 722015 1376438 722015 654423 1376438 1376438 6 VANGUARD VALUE ETF P 2025-09-22 2025-09-25 1112 1116 -4 -4 8 DTE ENERGY CO P 2025-09-22 2025-10-03 1123 1092 31 31 13 DIAGEO PLC ADR P 2025-09-22 2025-10-03 1251 1248 3 3 5 SALESFORCE.COM P 2025-10-03 2025-10-14 1232 1201 31 31 74 SLIDE INSURANCE HLDGS P 2025-09-22 2025-10-14 1154 1100 54 54 7 SLIDE INSURANCE HLDGS P 2025-09-22 2025-10-15 109 104 5 5 56 AT&T INC P 2025-09-22 2025-10-20 1459 1620 -161 -161 30 VERIZON COMMUNICATIONS P 2025-09-22 2025-10-20 1217 1296 -79 -79 7 AT&T INC P 2025-09-22 2025-10-27 177 202 -25 -25 73 AT&T INC P 2025-09-22 2025-10-27 1843 2111 -268 -268 11 DIAGEO PLC ADR P 2025-09-22 2025-10-29 1008 1056 -48 -48 14 INTERCONTINENTAL EXCHANGE P 2025-09-22 2025-10-29 2108 2382 -274 -274 2 META PLATFORMS INC P 2025-09-22 2025-10-31 1300 1536 -236 -236 1 META PLATFORMS INC P 2025-09-22 2025-10-31 650 768 -118 -118 3 META PLATFORMS INC P 2025-09-22 2025-11-03 1955 2305 -350 -350 9 DTE ENERGY CO P 2025-09-22 2025-11-04 1200 1228 -28 -28 9 DTE ENERGY CO P 2025-09-22 2025-11-06 1207 1228 -21 -21 3 META PLATFORMS INC P 2025-09-22 2025-11-06 1869 2305 -436 -436 5 MICROSOFT CORP P 2025-09-22 2025-11-06 2497 2571 -74 -74 2 META PLATFORMS INC P 2025-10-23 2025-11-07 1216 1471 -255 -255 2 META PLATFORMS INC P 2025-09-22 2025-11-07 1216 1536 -320 -320 9 MICROSOFT CORP P 2025-09-22 2025-11-12 4599 4627 -28 -28 8 DTE ENERGY CO P 2025-09-22 2025-11-13 1107 1092 15 15 14 VISA INC P 2025-09-22 2025-11-20 4547 4825 -278 -278 12 EXXON MOBIL CORP P 2025-09-22 2025-12-02 1382 1347 35 35 8 PROCTER & GAMBLE CO P 2025-11-21 2025-12-08 1117 1210 -93 -93 8 PROCTER & GAMBLE CO P 2025-12-02 2025-12-08 1111 1251 -140 -140 209 S&P DEPOSITORY RECEIPTS P 2013-10-09 2025-09-22 139364 34661 104703 104703 257 S&P DEPOSITORY RECEIPTS P 2012-06-11 2025-09-22 171371 33932 137439 137439 325 S&P DEPOSITORY RECEIPTS P 2011-08-02 2025-09-22 216714 41256 175458 175458 104 S&P DEPOSITORY RECEIPTS P 2011-06-17 2025-09-22 69349 13302 56047 56047 460 S&P DEPOSITORY RECEIPTS P 2016-02-16 2025-09-22 306734 86810 219924 219924 33 S&P DEPOSITORY RECEIPTS P 2014-04-07 2025-09-22 22005 6128 15877 15877 JPM CLASS ACTION PROCEEDS P 2020-01-01 2025-04-01 50 50 50 Wash Sale 601 707037 -2461 10201 10201 10201 839 11500 12339 X 2138 2138 false false false false false false false true true FL true false false false false true N/A STEPHEN L STULMAN 2127248286 151 CENTRAL PARK WEST 3W NEW YORK NY 10023 false false false false false false false false false false false false false false false false false false false false false false STEPHEN L STULMAN 151 CENTRAL PARK WEST NEW YORK NY 10023 DIRECTOR, PRES 1.00 0 JESSICA R SHEINMAN 713 CROSSWIND AVENUE SARASOTA FL 34240 Director 1.00 0 JAMES K STULMAN 490 WEST END AVENUE NEW YORK NY 10024 Director 1.00 0 LAURA COOPER 18 BOWER STREET SOUTH BURLINGTON VT 05403 DIRECTOR, VP 1.00 0 ANDREA S DENNETT 2 GREENACRE COURT GREAT NECK NY 11021 DIR, SEC, TREAS 1.00 0 NONE NONE 889253 446195 0 1335448 0 1335448 20032 1315416 65771 65771 10201 10201 55570 55570 55570 78204 78204 55570 101554 125374 494300 325232 151100 1197560 78204 0 55570 22634 1220194 0 101554 1118640 125374 494300 325232 151100 22634 X CONGREGATION B'NAI JESHURUN 270 WEST 89TH STREET NEW YORK NY 10024 PC RELIGIOUS, GENERAL OPERATING, TEEN PROGRAM 54000 TRUSTEES OF TUFTS COLLEGE 220 PACKARD AVENUE MEDFORD MA 02155 PC JEWISH EDUCATION, CULTURE 5000 CONGREGATION OHAVI ZEDEK 188 N PROSPECT STREET BURLINGTON VT 05401 PC RELIGIOUS, TEEN PROGRAM 2500 METROPOLITAN MUSEUM OF ART 1000 FIFTH AVENUE NEW YORK NY 10028 PC CULTURAL EXHIBITIONS, PROGRAMS 6000 BEETHOVEN FESTIVAL ORCHESTRA 800 RIVERSIDE DRIVE NEW YORK NY 10032 PC CULTURAL PROGRAMS,MUSIC EDICATION 250 RABBINICAL ASSEMBLY OF AMERICA 3080 BROADWAY NEW YORK NY 10027 PC RELIGIOUS 1000 68750 14 2 14 30923 18 706436 737361 737361 false false false false false false false false false false TAX PREPARATION FEES 1800 900 0 900 ACCENTURE PLC 4866 5098 ALLSTATE CORP 7921 7910 ALTRIA GROUP INC 10734 9687 AMERICAN INTERNATIONAL 8826 9838 AMERICAN WTR WORKS INC 7137 7047 AMERICAN ELECTRIC POWER CO 9661 10378 ANHEUSER-BUSCH ADR 2282 2369 AT&T INC 14188 12395 ATMOS ENERGY CORP 2285 2347 BERKSHIRE HATHAWAY INC 6984 7037 CENTERPOINT ENERGY INC 4751 4754 CHEVRON CORP 4706 4572 CIGNA GROUP 11578 11009 CINN FINCL CORP OHIO 5882 6206 CME GROUP INC 4699 4916 COCA COLA INC 5709 6012 DUKE ENERGY CORP 5972 5743 ENBRIDGE INC 5130 4974 EXELON CORPORATION 5915 5928 EXXON MOBIL CORP 8533 9146 JOHNSON & JOHNSON INC 8629 10141 KROGER CO 6770 6498 NEXTERA ENERGY INC 5431 6021 NOVARTIS ADR 7834 8548 OLD REPUBLIC INTL CORP 3403 3514 PHILIP MORRIS INTL INC 19708 19408 PPL CORPORATION 3438 3362 PROGRESSIVE CORP OHIO 14748 14346 RENAISSANCERE HLDGS LTD 2364 2530 VERIZON COMMUNICATIONS 11277 10631 XCEL ENERGY INC 4788 4875 BLACKROCK FLOATING RATE 15488 15407 BLACKROCK HIGH YIELD 15492 15364 FIRST TR NASDAQ 18532 17219 FIRST TRUST RBA 36983 37853 ISHARES SEMICONDUCTOR 27794 31019 ISHARES BROAD 8092 8024 ISHARES US TREASURY BOND 8404 8381 NEUBERGER BERMAN STRATEGY 41308 41227 STATE STREET SPDR PRTF 321 318 STATE STREET SPDR PORTF 1558 1539 VANGUARD SMALL CAP VALUE 16821 16943 VANGUARD SMALL CAP 17048 16918 VANGUARD VALUE ETF 270108 277318 VANGUARD GROWTH ETF 159131 160506 VANGUARD MORTGAGE BACKED 7458 7486 VANGUARD TOTAL INTL 4988 4880 VANGUARD 500 INDEX FUND 148785 151766 INSURANCE 646 INVESTMENT ACCOUNT FEES 329 329 INVESTMENT MANAGEMENT FEES 2848 2848 0 0 FOREIGN TAX WITHHELD 11 11