CREAM HILL FOUNDATION: Form 990PF, tax year 2022
View the entire original 990 at ProPublica ↗
- Organization
- CREAM HILL FOUNDATION (EIN 13-4148381)
- Tax period
- 2022-01-01 to 2022-12-31
- Filed
- 2023-05-08
- IRS object ID
- 202321289349101742
- Schema version
- 2022v5.0
- 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 Stock Schedule
- Investments Other Schedule2
- Other Decreases Schedule
- Other Expenses Schedule
- Other Increases Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2023-05-08T14:04:53-04:00 | ReturnTs |
| Tax Period End | 2022-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 920906211 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RIDER KENLEY LLC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 9755 RANDALL DR STE 100 | AddressLine1Txt |
| City | CARMEL | CityNm |
| State Abbreviation | IN | StateAbbreviationCd |
| ZIP | 46280 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2022-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 134148381 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE CREAM HILL FOUNDATION | BusinessNameLine1Txt |
| Business Name Line2 | C/O RIDER KENLEY LLC | BusinessNameLine2Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | CREA | BusinessNameControlTxt |
| Phone | 3175823000 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 9755 RANDALL DRIVE SUITE 100 | AddressLine1Txt |
| City | CARMEL | CityNm |
| State Abbreviation | IN | StateAbbreviationCd |
| ZIP | 46280 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | JENNIFER R LABALME | PersonNm |
| Person Title | TRUSTEE | PersonTitleTxt |
| Phone | 2128403456 | PhoneNum |
| Signature | 2023-04-26 | SignatureDt |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | JENNIFER R | PersonFirstNm |
| Person Last | LABALME | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | XXX-XX-XXXX | SSN |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | Yes (true) | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | BRIAN A RIDER | PreparerPersonNm |
| PTIN | P00129647 | PTIN |
| Phone | 3175823000 | PhoneNum |
| Preparation | 2023-05-08 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2022 | TaxYr |
| Build TS | 2023-04-26 12:10:37Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $1,544,576 | 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 | $800 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $800 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $22,344 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $22,344 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $79,259 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $276,491 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $79,259 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $102,403 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $102,403 | TotalNetInvstIncmAmt |
| Accounting Fees Rev And Expnss | $3,265 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $882 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $2,383 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $17,053 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $17,053 | OtherProfFeesNetInvstIncmAmt |
| Taxes Rev And Expnss | $210 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $210 | TaxesNetInvstIncmAmt |
| Other Expenses Rev And Expnss | $3,132 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $88 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $460 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $23,660 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $18,233 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $2,843 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $88,150 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $88,150 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $111,810 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $18,233 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $90,993 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$9,407 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $84,170 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $201,539 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $96,368 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $96,558 | SavAndTempCashInvstEOYFMVAmt |
| US Government Obligations EOY | $99,047 | USGovernmentObligationsEOYAmt |
| US Govt Obligations EOYFMV | $98,705 | USGovtObligationsEOYFMVAmt |
| Corporate Stock BOY | $861,508 | CorporateStockBOYAmt |
| Corporate Stock EOY | $866,297 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $1,166,310 | CorporateStockEOYFMVAmt |
| Other Investments BOY | $58,857 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $55,276 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $183,003 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $1,121,904 | TotalAssetsBOYAmt |
| Total Assets EOY | $1,116,988 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $1,544,576 | TotalAssetsEOYFMVAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Retained Earning BOY | $1,121,904 | RetainedEarningBOYAmt |
| Retained Earning EOY | $1,116,988 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $1,121,904 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $1,116,988 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $1,121,904 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $1,116,988 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $1,121,904 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$9,407 | ExcessRevenueOverExpensesAmt |
| Other Increases | $4,568 | OtherIncreasesAmt |
| Subtotal | $1,117,065 | SubtotalAmt |
| Other Decreases | $77 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $1,116,988 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (2 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|
| FNZ TRUST COMPANY | P | $134,665 | $147,481 | -$12,816 | -$12,816 |
| FNZ TRUST COMPANY | P | $141,826 | $49,751 | $92,075 | $92,075 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $79,259 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $1,170 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $1,170 | SubtotalAmt |
| Tax Based On Investment Income | $1,170 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $1,541 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $1,541 | TotalPaymentsAndCreditsAmt |
| Overpayment | $371 | OverpaymentAmt |
| Applied To ES Tax | $371 | AppliedToESTaxAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | false | LegislativePoliticalActyInd |
| More Than100 Spent | false | MoreThan100SpentInd |
| Form1120 POL Filed | false | Form1120POLFiledInd |
| Activities Not Previously Rpt | false | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | false | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | false | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | false | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (true) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (true) | AtLeast5000InAssetsInd |
| Org Report Or Register State | NY | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (true) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | false | PrivateOperatingFoundationInd |
| New Substantial Contributors | false | NewSubstantialContributorsInd |
| Own Controlled Entity | false | OwnControlledEntityInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (true) | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RIDER KENLEY & ASSOCIATES | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 3175823000 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 9755 RANDALL DRIVE SUITE 100 | AddressLine1Txt |
| City | CARMEL | CityNm |
| State Abbreviation | IN | StateAbbreviationCd |
| ZIP | 46280 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | false | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | false | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | false | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | false | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | false | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | false | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | false | PaymentToGovernmentOfficialInd |
| Undistributed Income PY | false | UndistributedIncomePYInd |
| Business Holdings | false | BusinessHoldingsInd |
| Jeopardy Investments | false | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | false | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | false | InfluenceLegislationInd |
| Influence Election | false | InfluenceElectionInd |
| Grants To Individuals | false | GrantsToIndividualsInd |
| Grants To Organizations | false | GrantsToOrganizationsInd |
| Noncharitable Purpose | false | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | false | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (4 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 |
|---|---|---|---|---|---|---|---|---|
| JENNIFER R LABALME | ||||||||
| C/O RIDER KENLEY ASSOCIATES | CARMEL | IN | 46280 | TRUSTEE | 000.00 | $0 | $0 | $0 |
| HENRY G LABALME | ||||||||
| C/O RIDER KENLEY ASSOCIATES | CARMEL | IN | 46280 | TRUSTEE | 000.00 | $0 | $0 | $0 |
| LISA L OSTERLAND | ||||||||
| C/O RIDER KENLEY ASSOCIATES | CARMEL | IN | 46280 | TRUSTEE | 000.00 | $0 | $0 | $0 |
| VICTORIA A LABALME | ||||||||
| C/O RIDER KENLEY ASSOCIATES | CARMEL | IN | 46280 | TRUSTEE | 000.00 | $0 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | N/A | Description1Txt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | N/A | Description1Txt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $1,623,675 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $149,049 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $1,772,724 | TotalFMVOfUnusedAssetsAmt |
| Adjusted Total FMV Of Unused Ast | $1,772,724 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $26,591 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $1,746,133 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $87,307 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $87,307 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $1,170 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $1,170 | TotalTaxAmt |
| Distributable Before Adj | $86,137 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $86,137 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $86,137 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $90,993 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $90,993 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $86,137 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $6,136 | UndistributedIncomePYAmt |
| Qualifying Distributions | $90,993 | QualifyingDistributionsAmt |
| Applied To Year1 | $6,136 | AppliedToYear1Amt |
| Applied To Current Year | $84,857 | AppliedToCurrentYearAmt |
| Undistributed Income CY | $1,280 | UndistributedIncomeCYAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | NA | ContributingManagerNm |
| Shareholder Manager | NONE | ShareholderManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (67 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line2RecipientUSAddress/AddressLine2Txt | Recipient Foundation StatusRecipientFoundationStatusTxt |
|---|---|---|---|---|---|---|---|---|
| 350ORG | ||||||||
| PO BOX 843004 | BOSTON | MA | 022843004 | NONE | CHARITABLE | $500 | ||
| ACLU OF INDIANA | ||||||||
| 1031 E WASHINGTON STREET | INDIANAPOLIS | IN | 46202 | NONE | CHARITABLE | $1,000 | ||
| ADIRONDACK HISTORICAL ASSOC | ||||||||
| 9097 NY-30 | BLUE MOUNTAIN LAKE | NY | 12812 | NONE | CHARITABLE | $500 | ||
| ADIRONDACK EXPERIENCE | ||||||||
| 9097 NY- 30 | BLUE MOUNTAIN LAKE | NY | 12812 | NONE | CHARITABLE | $500 | ||
| AMERICAN WHITE WATER | ||||||||
| 5981 NEW RIVER RD | COLOMA | CA | 95613 | NONE | CHARITABLE | $500 | ||
| BENNINGTON COLLEGE | ||||||||
| 1 COLLEGE DRIVE | BENNINGTON | VT | 052016003 | NONE | CHARITABLE | $2,000 | ||
| BROWN UNIVERSITY | ||||||||
| BROWN UNIVERSITY | PROVIDENCE | RI | 02912 | NONE | CHARITABLE | $1,000 | ||
| CHRISTAMORE HOUSE GUILD | ||||||||
| 502 N TREMONT STREET | INDIANAPOLIS | IN | 46222 | NONE | CHARITABLE | $500 | ||
| COMMITTEE TO PROTECT JOURNALISTS | ||||||||
| 330 7TH AVE | NEW YORK | NY | 10001 | NONE | CHARITABLE | $500 | ||
| CORNWALL VOLUNTEER FIRE DEPT | ||||||||
| 289 SHARON GOSHEN TPKE | WEST CORNWALL | CT | 06796 | NONE | CHARITABLE | $500 | ||
| CORNWALL CONSERVATION TRUST | ||||||||
| 7 RAILROAD STREET | WEST CORNWALL | CT | 06796 | NONE | CHARITABLE | $1,000 | ||
| DAVIDSON COLLEGE | ||||||||
| 405 N MAIN STREET | DAVIDSON | NC | 28035 | NONE | CHARITABLE | $750 | ||
| DIXON PLACE | ||||||||
| 161 CHRYSTIE STREET | NEW YORK | NY | 10002 | NONE | CHARITABLE | $1,000 | SUITE A | PC |
| DUKE UNIVERSITY | ||||||||
| 2138 CAMPUS DRIVE | DURHAM | NC | 27708 | NONE | CHARITABLE | $4,000 | ||
| DUKE UNIVERSITY PROJECT WILD | ||||||||
| 2138 CAMPUS DRIVE | DURHAM | NC | 27708 | NONE | CHARITABLE | $500 | PC | |
| ENDANGERED SPECIES FUND | ||||||||
| UNIT 1 | PEEBLES | IN | 46280 | NONE | CHARITABLE | $1,000 | 77 NORTHGATE | |
| FIRST BAPTIST ATHLETICS | ||||||||
| 8600 N COLLEGE AVE | INDIANAPOLIS | IN | 46240 | NONE | CHARITABLE | $525 | ||
| FRACTURED ATLAS | ||||||||
| 248 W 35TH ST | NEW YORK | NY | 10001 | NONE | CHARITABLE | $2,000 | SUITE 10 | PC |
| GEORGE SCHOOL | ||||||||
| 1690 NEWTOWN LANGHORNE RD | NEWTOWN | PA | 189402414 | NONE | CHARITABLE | $2,000 | ||
| GOLDSTON MIME FOUNDATION | ||||||||
| 161 WEST 22ND STREET | NEW YORK | NY | 10011 | NONE | CHARITABLE | $2,000 | PC | |
| HABITAT FOR HUMANITY IN MONMOUTH CO | ||||||||
| 45 SOUTH ST | FREEHOLD | NJ | 07728 | NONE | CHARITABLE | $1,000 | ||
| HIGH POINT UNIVERSITY | ||||||||
| ONE UNIVERSITY PARKWAY | HIGH POINT | NC | 27268 | NONE | CHARITABLE | $1,000 | ||
| HOTCHKISS SCHOOL | ||||||||
| 11 INTERLAKEN ROAD | LAKEVILLE | CT | 06039 | NONE | CHARITABLE | $1,000 | ||
| INDIAN MOUNTAIN SCHOOL | ||||||||
| 211 INDIAN MOUNTAIN RD | LAKEVILLE | CT | 06039 | NONE | CHARITABLE | $6,000 | PC | |
| INDIANAPOLIS ART CENTER | ||||||||
| 820 E 67TH STREET | INDIANAPOLIS | IN | 46220 | NONE | CHARITABLE | $500 | ||
| INTL DARK SKY ASSOCIATION | ||||||||
| 5049 E BROADWAY BLVD | TUCSON | AZ | 85711 | NONE | CHARITABLE | $2,000 | 105 | |
| INTL FRIENDS OF MARCIANA LIBRARY | ||||||||
| 25 WEST END | NEW YORK | NY | 10028 | NONE | CHARITABLE | $500 | APT 15G | PC |
| INTL FRIENDS OF MARCIANA LIBRARY | ||||||||
| 25 WEST END | NEW YORK | NY | 10028 | NONE | CHARITABLE | $2,000 | APT 15G | PC |
| INTL FRIENDS OF MARCIANA LIBRARY | ||||||||
| 25 WEST END | NEW YORK | NY | 10028 | NONE | CHARITABLE | $500 | APT 15G | |
| MESA REFUGE | ||||||||
| 11 LOS REYES DRIVE | POINT REYES STATION | CA | 94956 | NONE | CHARITABLE | $500 | ||
| MIDDLEBURY COLLEGE | ||||||||
| 14 OLD CHAPEL RD | MIDDLEBURY | VT | 05753 | NONE | CHARITABLE | $1,000 | ||
| NAROPA UNIVERSITY | ||||||||
| 2130 ARAPAHOE AVENUE | BOULDER | CO | 80302 | NONE | CHARITABLE | $1,000 | ||
| NATIONAL COMEDY CENTER | ||||||||
| 203 W 2ND ST | JAMESTOWN | NY | 14701 | NONE | CHARITABLE | $2,000 | ||
| NOISE POLLUTION CLEARINGHOUSE | ||||||||
| PO BOX 1137 | MONTPELIER | VT | 056011137 | NONE | CHARITABLE | $2,500 | PC | |
| PARK TUDOR SCHOOL | ||||||||
| 7200 N COLLEGE AVE | INDIANAPOLIS | IN | 46240 | NONE | CHARITABLE | $2,000 | ||
| PARTNERS IN HEALTH | ||||||||
| 800 BOYLSTON STREET | BOSTON | MA | 02199 | NONE | CHARITABLE | $3,000 | SUITE 300 | |
| PLANNED PARENTHOOD | ||||||||
| 26 BLEECKER STREET | NEW YORK | NY | 10012 | NONE | CHARITABLE | $1,000 | PC | |
| PLANNED PARENTHOOD | ||||||||
| 26 BLEECKER STREET | NEW YORK | NY | 10012 | NONE | CHARITABLE | $2,000 | ||
| PLANNED PARENTHOOD | ||||||||
| 196 SPEEDWELL AVE | MORRISTOWN | NJ | 07960 | NONE | CHARITABLE | $500 | ||
| PLANNED PARENTHOOD | ||||||||
| 3750 N MERIDIAN ST | INDIANAPOLIS | IN | 46208 | NONE | CHARITABLE | $1,000 | SUITE 100 | |
| PULLIAM SCHOOL OF JOURNALISM | ||||||||
| 101 BRANIGIN BLVD | FRANKLIN | IN | 46131 | NONE | CHARITABLE | $4,000 | PC | |
| ST JOHN'S UNIVERSITY | ||||||||
| 8000 UTOPIA PARKWAY | JAMAICA | NY | 11439 | NONE | CHARITABLE | $750 | ||
| THE BARROW GROUP | ||||||||
| 520 8TH AVE | NEW YORK | NY | 10018 | NONE | CHARITABLE | $5,000 | NO 901 | PC |
| THE BREARLEY SCHOOL | ||||||||
| 610 E 83RD STREET | NEW YORK | NY | 10028 | NONE | CHARITABLE | $500 | ||
| THE BREWERS FUND | ||||||||
| 124 RAYMOND AVE | POUGHKEEPSIE | NY | 12604 | NONE | CHARITABLE | $2,000 | ||
| THE CHRONICLE AT DUKE UNIVERSITY | ||||||||
| 301 FLOWERS BLDG | DURHAM | NC | 27708 | NONE | CHARITABLE | $500 | ||
| THE FESSENDEN SCHOOL | ||||||||
| 250 WALTHAM STREET | WEST NEWTON | MA | 02465 | NONE | CHARITABLE | $2,000 | PC | |
| THE FIELD | ||||||||
| 225 WEST 34TH STREET | NEW YORK | NY | 10122 | NONE | CHARITABLE | $1,000 | FLOOR 9 | PC |
| THE FIELD | ||||||||
| 225 WEST 34TH STREET | NEW YORK | NY | 10122 | NONE | CHARITABLE | $2,000 | FLOOR 9 | PC |
| THE JULIAN CENTER | ||||||||
| 2011 N MERIDIAN ST | INDIANAPOLIS | IN | 46202 | NONE | CHARITABLE | $500 | ||
| THE WOMEN'S FUND OF CENTRAL IN | ||||||||
| 615 ALABAMA STREET | INDIANAPOLIS | IN | 46204 | NONE | CHARITABLE | $500 | SUITE 300 | |
| UNION OF CONCERNED SCIENTISTS | ||||||||
| 2 BATTLE SQ | CAMBRIDGE | MA | 02138 | NONE | CHARITABLE | $3,000 | ||
| VERMONT INST OF NATURAL SCIENCE | ||||||||
| 149 NATURES WAY | QUECHEE | VT | 05059 | NONE | CHARITABLE | $2,000 | ||
| VERMONT PUBLIC RADIO | ||||||||
| 100 STATE STREET | MONTPELIER | VT | 05602 | NONE | CHARITABLE | $2,000 | PC | |
| VOTE SOLAR | ||||||||
| 360 22ND ST | OAKLAND | CA | 94612 | NONE | CHARITABLE | $500 | SUITE 730 | |
| WASHINGTON TOWNSHIP LITTLE LEAGUE | ||||||||
| 1499 WESTLANE RD | INDIANAPOLIS | IN | 46260 | NONE | CHARITABLE | $625 | PC | |
| LAUNCH | ||||||||
| 77 GOODELL STREET | BUFFALO | NY | 14203 | NONE | CHARITABLE | $1,000 | SUITE 201 | PC |
| KOPEYIA GHANA SCHOOL FUND | ||||||||
| 756 QUEEN ANNE RD | TEANECK | NJ | 07666 | NONE | CHARITABLE | $500 | PC | |
| SARAH'S GUEST HOUSE | ||||||||
| 100 ROBERTS AVE | SYRACUSE | NY | 13207 | NONE | CHARITABLE | $250 | PC | |
| FAMILIAL DYSAUTONOMIA FOUNDATION | ||||||||
| 315 W 39TH ST | NEW YORK | NY | 10018 | NONE | CHARITABLE | $2,250 | SUITE 701 | |
| FAIRPLAY | ||||||||
| 89 SOUTH STREET | BOSTON | MA | 02111 | NONE | CHARITABLE | $500 | ||
| GREAT MOUNTAIN FOREST | ||||||||
| 200 CANAAN MOUNTAIN RD | FALLS VILLAGE | CT | 06031 | NONE | CHARITABLE | $500 | ||
| THE MOTH | ||||||||
| 75 BROAD ST | NEW YORK | NY | 10004 | NONE | CHARITABLE | $500 | FLOOR 26 | |
| LAKEVILLE JOURNAL FOUNDATION | ||||||||
| PO BOX 1688 | LAKEVILLE | CT | 06039 | NONE | CHARITABLE | $500 | ||
| WEST CORNWALL PUBLIC LIBRARY | ||||||||
| PO BOX 4 | WEST CORNWALL | CT | 067960004 | NONE | CHARITABLE | $1,000 | ||
| INVESTIGATIVE REPORTERS AND EDITORS | ||||||||
| 10 S WEST ST | INDIANAPOLIS | IN | 46204 | NONE | CHARITABLE | $500 | ||
| ST LOUIS UNIVERSITY | ||||||||
| 3800 LINDELL BLVD | ST LOUIS | MO | 63108 | NONE | CHARITABLE | $500 | ||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $88,150 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $800 | ExclusionAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $22,344 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $79,259 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $102,403 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $102,403 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | false | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | false | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | false | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | false | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | false | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | false | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | false | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | false | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | false | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | false | RelationshipsNonchrtblEOInd |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | TAX RETURN PREP & CONSULTING | CategoryTxt |
| Amt | $3,265 | Amt |
| Net Investment Income | $882 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $2,383 | DisbursementsCharitablePrpsAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (23 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| ABBOTT LABORATORIES | $31,445 | $98,811 |
| ALPHABET, INC. | $29,900 | $88,730 |
| AMERICAN EXPRESS | $26,084 | $51,713 |
| BLACK KNIGHT INC | $36,679 | $30,875 |
| BLACKSTONE GROUP INC | $48,766 | $51,933 |
| BRISTOL MYERS SQUIBB | $78,260 | $100,730 |
| BROOKFIELD ASSET MGMT | ||
| CAE INC | ||
| CREDIT ACCEP CORP | $69,472 | $83,020 |
| DISCOVERY COMMUNICATIONS | ||
| ENSTAR GROUP LTD. | $33,888 | $57,760 |
| FERGUSON PLC | $33,050 | $38,091 |
| FISERV INC | $49,504 | $50,535 |
| JP MORGAN CHASE & CO. | $42,026 | $87,165 |
| LABORATORY CORP. OF AMERICA HLDGS | $43,436 | $94,192 |
| LUMEN TECHNOLOGIES INC | $83,871 | $31,320 |
| MASTERCARD INC. | $47,350 | $52,160 |
| MATADOR RESOURCES CO. | ||
| MICROSOFT CORP. | $21,743 | $119,910 |
| SHERWIN WILLIAMS CO | $24,614 | $35,600 |
| TEVA PHARM INDS | $67,482 | $41,040 |
| WARNER BROS DISCOVERY INC | $81,565 | $37,920 |
| ZURN ELKAY WATER SOLUTIONS CORP | $17,162 | $14,805 |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (2 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| APOLLO GLOBAL MANAGEMENT LLC | AT COST | $29,179 | $124,391 |
| ENTERPRISE PRODUCTS PTRS. LP | AT COST | $26,097 | $58,612 |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | TIMING | Desc |
| Amt | $77 | Amt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (8 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|---|
| EXPENSES | |||
| NYS FILING FEE | $250 | $250 | |
| ENTERPRISE PRODUCTS 1231 LOSS | $43 | ||
| ENT. PRODUCTS LOSS | $2,532 | ||
| ENT. PRODUCTS. N/D EXP. | $7 | ||
| BANK FEES | $283 | $195 | $88 |
| ENT. PRODUCTS OTH DED | $2 | ||
| WIRE FEES | $15 | $15 |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | ENTERPRISE DISTRIBUTIONS | Desc |
| Amt | $4,568 | Amt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | INVESTMENT ADVISORY FEES | CategoryTxt |
| Amt | $17,053 | Amt |
| Net Investment Income | $17,053 | NetInvestmentIncomeAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | FOREIGN TAXES WITHHELD | CategoryTxt |
| Amt | $210 | Amt |
| Net Investment Income | $210 | NetInvestmentIncomeAmt |