2024-04-29T14:03:33-05:00 2023-06-30 352123203 KSM BUSINESS SERVICES INC PO BOX 40857 INDIANAPOLIS IN 46240 990 2022-07-01 237087103 PARK TUDOR TRUST PARK 3174152700 7200 NORTH COLLEGE AVENUE INDIANAPOLIS IN 46240 MARTY MEHRINGER ASSISTANT TREASURER 3174152700 2024-04-24 1 MARTY MEHRINGER 999009999 0 CASSE TATE P01271193 3175802000 2024-04-24 3 AAL1 IAL1 2022 2023-04-26 12:10:37Z MARTY MEHRINGER 7200 NORTH COLLEGE AVENUE INDIANAPOLIS IN 46240 5507965 0 X HTTP://WWW.PARKTUDOR.ORG X 1970 IN TO PROMOTE AND SUPPORT CHARITABLE, SCIENTIFIC AND EDUCATIONAL ACTIVITIES AND PURPOSES OF PARK TUDOR FOUNDATION IN MARION COUNTY, STATE OF INDIANA, AND SUCH ORGANIZATION OR ORGANIZATIONS AS MAY IN THE FUTURE OWN AND OPERATE AS PARK TUDOR SCHOOL. 7 7 0 7 0 0 118526 110681 0 0 1486767 242533 0 0 1605293 353214 2250000 2365000 0 0 0 0 0 0 0 716399 624770 2966399 2989770 -1361106 -2636556 80280800 82816329 698300 1716464 79582500 81099865 TO PROMOTE AND SUPPORT CHARITABLE, SCIENTIFIC AND EDUCATIONAL ACTIVITIES AND PURPOSES OF PARK TUDOR FOUNDATION IN MARION COUNTY, STATE OF INDIANA, AND SUCH ORGANIZATION OR ORGANIZATIONS AS MAY IN THE FUTURE OWN AND OPERATE AS PARK TUDOR SCHOOL. 0 0 2944855 2365000 0 TO SUPPORT THE OPERATIONS OF PARK TUDOR FOUNDATION. 2944855 1 1 0 0 0 0 0 0 0 1 1 1 0 0 1 1 0 1 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 1 0 0 0 1 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 X 7 7 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 0 0 0 IN X MARTY MEHRINGER 3174152700 7200 NORTH COLLEGE AVENUE INDIANAPOLIS IN 46240 BEN EVANS CHAIR 1.00 X X 0 0 0 DEVIN ANDERSON TRUSTEE 1.00 X 0 0 0 TOM REILLY JR TRUSTEE 1.00 X 0 0 0 RYAN DROOK TRUSTEE 1.00 X 0 0 0 RANDY ROGERS TRUSTEE 1.00 X 0 0 0 DR WOODY MYERS TRUSTEE STARTING FEB 2023 1.00 X 0 0 0 ANDREW THORNTON TRUSTEE STARTING DEC 2022 1.00 X 0 0 0 JAMIE KNALL TRUSTEE TO FEB 2023 1.00 X 0 0 0 MICHAEL SMITH JR TRUSTEE TO DEC 2022 1.00 X 0 0 0 MARY CASSIDY ASST. TREASURER TO 7/31/22 1.00 40.00 X 0 112483 9341 HUIQIN ZHANG ASST. TREASURER 7/18/22 TO 6/26/23 1.00 40.00 X 0 90438 22516 0 202921 31857 0 0 0 0 CAMBRIDGE ASSOCIATES LLC 125 HIGH STREET BOSTON MA 021102112 TRUSTEE FEES 175000 1 110681 75000 110681 386599 386599 5010685 5154751 -144066 -144066 -144066 353214 0 0 242533 2365000 2365000 22000 22000 223992 223992 21201 21201 ADMINISTRATIVE EXPENSES 357577 355863 1714 2989770 2944855 44915 0 1606601 2404482 90164 69471 6199418 234025 5986594 5965393 29657956 33842958 42939485 40534025 80280800 82816329 698300 1716464 698300 1716464 X 59472681 60122615 20109819 20977250 79582500 81099865 80280800 82816329 -2636556 4153921 0 X X 0 1 X 1 0 X X 1 PARK TUDOR FOUNDATION INC 350909976 2 1 2365000 0 1 2365000 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 0 79582500 110680 4396454 2989769 81099865 87644937 64334 -4103509 4023262 79582500 68096521 753162 21641653 2846399 87644937 70714858 765883 1247811 4632031 68096521 71904824 1793677 1927183 4910826 70714858 0.74134 0.16357 0.09509 0 0 5419681 5419681 779737 234025 545712 5965393 ALTERNATIVE INVESTMENTS- ABSOLUTE RETURN 11469031 F DEBT SECURITIES 7100396 F ALTERNATIVE INVESTMENTS- EQUITY OR 6173934 F ALTERNATIVE INVESTMENTS- OPPORTUNISTIC/TACTICAL 15790664 F 40534025 DUE TO PARK TUDOR FOUNDATION 1716464 1716464 X 4283143 4153921 4153921 129222 223992 223992 353214 2765778 0 2765778 223992 223992 2989770 PART V, LINE 4: TO SUPPORT PARK TUDOR FOUNDATION PART X, LINE 2: THE TRUST IS EXEMPT FROM FEDERAL INCOME TAX UNDER SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE, THOUGH IT IS SUBJECT TO TAX ON INCOME UNRELATED TO ITS EXEMPT PURPOSE, UNLESS THAT INCOME IS OTHERWISE EXCLUDED BY THE INTERNAL REVENUE CODE. IN ADDITION, THE TRUST HAS BEEN DETERMINED BY THE INTERNAL REVENUE SERVICE NOT TO BE A PRIVATE FOUNDATION WITHIN THE MEANING OF SECTION 509(A) OF THE INTERNAL REVENUE CODE. THERE WAS NO UNRELATED BUSINESS INCOME TAX IN FISCAL YEARS 2023 AND 2022. THE TRUST FILES U.S. FEDERAL AND STATE OF INDIANA INFORMATION RETURNS. THE TRUST IS NO LONGER SUBJECT TO U.S. FEDERAL AND STATE INCOME TAX EXAMINATIONS BY TAX AUTHORITIES FOR FISCAL YEARS BEFORE 2020. MANAGEMENT BELIEVES THAT THE TRUST'S INCOME TAX FILING POSITIONS WILL BE SUSTAINED ON AUDIT AND DOES NOT ANTICIPATE ANY ADJUSTMENTS THAT WILL RESULT IN A MATERIAL CHANGE. 1 PARK TUDOR FOUNDATION 7200 NORTH COLLEGE AVENUE INDIANAPOLIS IN 46240 350909976 501(C)(3) 2365000 0 SUPPORT OF THE OPERATIONS OF PARK TUDOR SCHOOL 1 PART I, LINE 2: GRANTS ARE GIVEN ONLY TO PARK TUDOR SCHOOL, A RELATED ORGANIZATION. GRANT FUND MONITORING IS ACCOMPLISHED BY DISTRIBUTION AND DISCUSSION OF QUARTERLY REPORTS AT THE TRUST MEETINGS. X 1 75000 FAIR MARKET VALUE 0 0 0 FORM 990, PART VI, SECTION B, LINE 11B THE RETURN IS REVIEWED BY THE ASSISTANT TREASURER AND PRESENTED TO THE TRUSTEES FOR THEIR REVIEW BEFORE THE RETURN IS FILED. FORM 990, PART VI, SECTION B, LINE 12C THE CONFLICT OF INTEREST POLICY IS UPDATED AND SIGNED ANNUALLY BY EACH TRUSTEE MEMBER. FORM 990, PART VI, SECTION C, LINE 19 THE DOCUMENTS ARE AVAILABLE UPON REQUEST. FORM 990, PART VI, LINE 15 A/B: COMPENSATION IS NOT PAID FROM THIS ENTITY, THEREFORE NO PROCESS EXISTS FOR MONITORING. FORM 990, PART XII, LINE 2C: THERE HAS BEEN NO CHANGE IN THE PROCESS FROM THE PRIOR YEAR. PT 601 EAST 75TH STREET LLC 7200 NORTH COLLEGE AVENUE INDIANAPOLIS IN 46240 237087103 REAL ESTATE HOLDING COMPANY IN 0 0 PARK TUDOR TRUST PT 609 EAST 75TH STREET LLC 7200 NORTH COLLEGE AVENUE INDIANAPOLIS IN 46240 237087103 REAL ESTATE HOLDING COMPANY IN 0 0 PARK TUDOR TRUST PT 7450 NORTH COLLEGE LLC 7200 NORTH COLLEGE AVENUE INDIANAPOLIS IN 46240 237087103 REAL ESTATE HOLDING COMPANY IN 0 0 PARK TUDOR TRUST PT 7456 NORTH COLLEGE LLC 7200 NORTH COLLEGE AVENUE INDIANAPOLIS IN 46240 237087103 REAL ESTATE HOLDING COMPANY IN 0 0 PARK TUDOR TRUST PARK TUDOR FOUNDATION 7200 NORTH COLLEGE AVENUE INDIANAPOLIS IN 46240 350909976 OPERATE PARK TUDOR SCHOOL IN 501(C)(3) LINE 2 N/A 0 0 1 0 1 0 0 0 0 0 0 0 0 0 1 1 0 0 0 0 PARK TUDOR FOUNDATION B 2365000 FMV PARK TUDOR FOUNDATION D 1716464 FMV PARK TUDOR FOUNDATION N PARK TUDOR FOUNDATION O