CREAM HILL FOUNDATION: Form 990PF, tax year 2024
View the entire original 990 at ProPublica ↗
- Organization
- CREAM HILL FOUNDATION (EIN 13-4148381)
- Tax period
- 2024-01-01 to 2024-12-31
- Filed
- 2025-05-08
- IRS object ID
- 202541289349101529
- Schema version
- 2024v5.0
- 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 Govt Obligations Sch
- Investments Other Schedule2
- Other Decreases Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Other Increases Schedule
- Other Professional Fees Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2025-05-08T10:50:17-04:00 | ReturnTs |
| Tax Period End | 2024-12-31 | 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 DRIVE SUITE 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 | 2024-01-01 | 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 | 2025-05-06 | SignatureDt |
| 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 | 2025-05-06 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2024 | TaxYr |
| Build TS | 2025-03-06 01:10:19Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Change | Yes (X) | AddressChangeInd |
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $2,074,667 | 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 | $5,013 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $5,007 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $22,426 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $21,127 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $199,097 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $309,620 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $199,097 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $3,668 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $3,668 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $230,204 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $228,899 | TotalNetInvstIncmAmt |
| Accounting Fees Rev And Expnss | $4,270 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $990 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $3,280 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $18,176 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $18,176 | OtherProfFeesNetInvstIncmAmt |
| Other Expenses Rev And Expnss | $13,351 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $5 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $313 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $35,797 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $19,171 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $3,593 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $71,500 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $71,500 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $107,297 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $19,171 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $75,093 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $122,907 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $209,728 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash EOY | $10,653 | CashEOYAmt |
| Cash EOYFMV | $10,653 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $56,512 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $94,085 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $94,085 | SavAndTempCashInvstEOYFMVAmt |
| US Government Obligations BOY | $74,442 | USGovernmentObligationsBOYAmt |
| US Government Obligations EOY | $49,787 | USGovernmentObligationsEOYAmt |
| US Govt Obligations EOYFMV | $50,014 | USGovtObligationsEOYFMVAmt |
| Corporate Stock BOY | $782,439 | CorporateStockBOYAmt |
| Corporate Stock EOY | $936,582 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $1,688,977 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $24,822 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $24,822 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $25,010 | CorporateBondsEOYFMVAmt |
| Other Investments BOY | $73,286 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $46,066 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $205,928 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $1,011,501 | TotalAssetsBOYAmt |
| Total Assets EOY | $1,161,995 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $2,074,667 | TotalAssetsEOYFMVAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Retained Earning BOY | $1,011,501 | RetainedEarningBOYAmt |
| Retained Earning EOY | $1,161,995 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $1,011,501 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $1,161,995 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $1,011,501 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $1,161,995 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $1,011,501 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $122,907 | ExcessRevenueOverExpensesAmt |
| Other Increases | $140,914 | OtherIncreasesAmt |
| Subtotal | $1,275,322 | SubtotalAmt |
| Other Decreases | $113,327 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $1,161,995 | 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 | P | $10,648 | $1,086 | $9,562 | $9,562 |
| FIDELITY | P | $298,972 | $109,437 | $189,535 | $189,535 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $199,097 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $2,915 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $2,915 | SubtotalAmt |
| Tax Based On Investment Income | $2,915 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $254 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $254 | TotalPaymentsAndCreditsAmt |
| Tax Due | $2,661 | TaxDueAmt |
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 LLC | 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 LLC | CARMEL | IN | 46280 | TRUSTEE | 000.00 | $0 | $0 | $0 |
| HENRY G LABALME | ||||||||
| C/O RIDER KENLEY LLC | CARMEL | IN | 46280 | TRUSTEE | 000.00 | $0 | $0 | $0 |
| LISA L OSTERLAND | ||||||||
| C/O RIDER KENLEY LLC | CARMEL | IN | 46280 | TRUSTEE | 000.00 | $0 | $0 | $0 |
| VICTORIA A LABALME | ||||||||
| C/O RIDER KENLEY LLC | 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 | $1,869,656 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $79,627 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $1,949,283 | TotalFMVOfUnusedAssetsAmt |
| Adjusted Total FMV Of Unused Ast | $1,949,283 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $29,239 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $1,920,044 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $96,002 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $96,002 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $2,915 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $2,915 | TotalTaxAmt |
| Distributable Before Adj | $93,087 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $93,087 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $93,087 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $75,093 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $75,093 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $93,087 | DistributableAsAdjustedAmt |
| Excess Distribution Cyov Yr1 | $10,220 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $10,220 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $75,093 | QualifyingDistributionsAmt |
| Applied To Current Year | $75,093 | AppliedToCurrentYearAmt |
| Excess Distri Cyov App CY Corpus | $10,220 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $10,220 | ExcessDistributionCyovAppCYAmt |
| Undistributed Income CY | $7,774 | 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 (62 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line2RecipientUSAddress/AddressLine2Txt | Recipient Foundation StatusRecipientFoundationStatusTxt | Business Name Line2RecipientBusinessName/BusinessNameLine2Txt |
|---|---|---|---|---|---|---|---|---|---|
| 350ORG | |||||||||
| PO BOX 843004 | BOSTON | MA | 022843004 | NONE | CHARITABLE | $500 | |||
| ACCESS CHALLENGE | |||||||||
| 215 PARK AVE S | NEW YORK | NY | 10003 | NONE | CHARITABLE | $1,000 | 11TH FLOOR | PC | |
| ADIRONDACK EXPERIENCE | |||||||||
| 9097 NY- 30 | BLUE MOUNTAIN LAKE | NY | 128127734 | NONE | CHARITABLE | $500 | |||
| ADIRONDACK HISTORICAL ASSOC | |||||||||
| 9097 NY-30 | BLUE MOUNTAIN LAKE | NY | 128127734 | NONE | CHARITABLE | $500 | |||
| ALS ONE | |||||||||
| 8 INDUSTRIAL WAY | WHITMAN | MA | 02382 | NONE | CHARITABLE | $1,000 | |||
| AMERICAN WHITEWATER | |||||||||
| 629 W MAIN ST | SYLVA | NC | 287797569 | NONE | CHARITABLE | $500 | SUITE B | ||
| ANERA | |||||||||
| 1111 14TH ST NW | WASHINGTON | DC | 20005 | NONE | CHARITABLE | $500 | SUITE 400 | PC | |
| BENNINGTON COLLEGE | |||||||||
| 1 COLLEGE DRIVE | BENNINGTON | VT | 052016003 | NONE | CHARITABLE | $1,000 | |||
| CHARLEY'S FUND | |||||||||
| 635 MAIN STREET | GREAT BARRINGTON | MA | 012302182 | NONE | CHARITABLE | $500 | SUITE 3 | PC | |
| COMMITTEE TO PROTECT JOURNALISTS | |||||||||
| PO BOX 2675 | NEW YORK | NY | 10108 | NONE | CHARITABLE | $500 | |||
| CORNWALL CONSERVATION TRUST | |||||||||
| 7 RAILROAD STREET | WEST CORNWALL | CT | 067961114 | NONE | CHARITABLE | $500 | |||
| CORNWALL VOLUNTEER FIRE DEPT | |||||||||
| PO BOX 180 | WEST CORNWALL | CT | 06796 | NONE | CHARITABLE | $500 | |||
| DAVIDSON COLLEGE | |||||||||
| 405 N MAIN STREET | DAVIDSON | NC | 28035 | NONE | CHARITABLE | $500 | |||
| DIXON PLACE | |||||||||
| 161A CHRYSTIE STREET | NEW YORK | NY | 10002 | NONE | CHARITABLE | $1,000 | PC | ||
| DOCTORS WITHOUT BORDERS | |||||||||
| 40 RECTOR ST | NEW YORK | NY | 10006 | NONE | CHARITABLE | $2,000 | 16TH FLOOR | ||
| DUKE UNIVERSITY | |||||||||
| 2080 DUKE UNIVERSITY ROAD | DURHAM | NC | 27708 | NONE | CHARITABLE | $3,500 | |||
| DUKE UNIVERSITY PROJECT WILD | |||||||||
| 2080 DUKE UNIVERSITY ROAD | DURHAM | NC | 27708 | NONE | CHARITABLE | $500 | |||
| ENDANGERED SPECIES FUND | |||||||||
| 214 GLADWIN AVENUE | CLAWSON | MI | 48017 | NONE | CHARITABLE | $1,000 | PC | ||
| FAIRPLAY | |||||||||
| 89 SOUTH STREET | BOSTON | MA | 02111 | NONE | CHARITABLE | $500 | |||
| FAMILIAL DYSAUTONOMIA FOUNDATION | |||||||||
| 315 W 39TH ST | NEW YORK | NY | 10018 | NONE | CHARITABLE | $1,500 | SUITE 701 | PC | |
| FIRST BAPTIST ATHLETICS | |||||||||
| 8600 N COLLEGE AVE | INDIANAPOLIS | IN | 46240 | NONE | CHARITABLE | $500 | |||
| FRACTURED ATLAS | |||||||||
| PO BOX 55 | HARTSDALE | NY | 10530 | NONE | CHARITABLE | $1,500 | PC | ||
| GEORGE SCHOOL | |||||||||
| 1690 NEWTOWN LANGHORNE RD | NEWTOWN | PA | 189402414 | NONE | CHARITABLE | $1,000 | |||
| GIRLS FOR A CHANGE | |||||||||
| 100 BUFORD ROAD | NORTH CHESTERFIELD | VA | 23235 | NONE | CHARITABLE | $2,000 | |||
| GOLDSTON MIME FOUNDATION | |||||||||
| 161 W 22ND ST | NEW YORK | NY | 10011 | NONE | CHARITABLE | $1,500 | PC | ||
| GREAT MOUNTAIN FOREST | |||||||||
| 200 CANAAN MOUNTAIN RD | FALLS VILLAGE | CT | 060311518 | NONE | CHARITABLE | $500 | |||
| HABITAT FOR HUMANITY IN MONMOUTH CO | |||||||||
| 45 SOUTH ST | FREEHOLD | NJ | 07728 | NONE | CHARITABLE | $500 | PC | ||
| HIGH POINT UNIVERSITY | |||||||||
| ONE UNIVERSITY PARKWAY | HIGH POINT | NC | 27268 | NONE | CHARITABLE | $1,000 | |||
| THE HOTCHKISS SCHOOL | |||||||||
| 11 INTERLAKEN ROAD | LAKEVILLE | CT | 060392130 | NONE | CHARITABLE | $1,000 | |||
| ICAHN SCHOOL OF MEDICINE AT MOUNT S | |||||||||
| 1 GUSTAVE L LEVY PLACE | NEW YORK | NY | 100295674 | NONE | CHARITABLE | $500 | PC | ||
| THE INDIAN MOUNTAIN SCHOOL | |||||||||
| 211 INDIAN MOUNTAIN RD | LAKEVILLE | CT | 060392029 | NONE | CHARITABLE | $1,000 | PC | ||
| INDIANAPOLIS ART CENTER | |||||||||
| 820 E 67TH STREET | INDIANAPOLIS | IN | 462201199 | NONE | CHARITABLE | $500 | |||
| INTL DARK SKY ASSOCIATION | |||||||||
| 5049 E BROADWAY BLVD | TUCSON | AZ | 857113646 | NONE | CHARITABLE | $1,500 | SUITE 105 | ||
| LAKEVILLE JOURNAL FOUNDATION | |||||||||
| 64 ROUTE 7 N | FALLS VILLAGE | CT | 060311304 | NONE | CHARITABLE | $500 | |||
| LAUNCH | |||||||||
| 13 FUNSTON AVE | SAN FRANCISCO | CA | 94129 | NONE | CHARITABLE | $500 | |||
| MESA REFUGE | |||||||||
| 11 LOS REYES DR | POINT REYES STATION | CA | 94956 | NONE | CHARITABLE | $500 | |||
| MIDDLEBURY COLLEGE | |||||||||
| 14 OLD CHAPEL RD | MIDDLEBURY | VT | 05753 | NONE | CHARITABLE | $1,000 | |||
| NOISE POLLUTION CLEARINGHOUSE | |||||||||
| PO BOX 1137 | MONTPELIER | VT | 056011137 | NONE | CHARITABLE | $2,000 | PC | ||
| NSA FOUNDATION | |||||||||
| 323 WASHINGTON AVE NORTH | MINNEAPOLIS | MN | 55401 | NONE | CHARITABLE | $1,000 | SUITE 200 | 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 | $2,000 | SUITE 300 | ||
| PLANNED PARENTHOOD | |||||||||
| 26 BLEECKER STREET | NEW YORK | NY | 10012 | NONE | CHARITABLE | $1,000 | |||
| PLANNED PARENTHOOD | |||||||||
| 26 BLEECKER STREET | NEW YORK | NY | 10012 | NONE | CHARITABLE | $2,000 | |||
| PLANNED PARENTHOOD IN KY | |||||||||
| 200 SOUTH MERIDIAN | INDIANAPOLIS | IN | 46206 | NONE | CHARITABLE | $1,000 | PC | ||
| PULLIAM SCHOOL OF JOURNALISM | |||||||||
| 101 BRANIGIN BLVD | FRANKLIN | IN | 461312623 | NONE | CHARITABLE | $3,000 | FRANKLIN COLLEGE | ||
| ST JOHN'S UNIVERSITY | |||||||||
| 8000 UTOPIA PARKWAY | QUEENS | NY | 11439 | NONE | CHARITABLE | $500 | |||
| ST LOUIS UNIVERSITY | |||||||||
| 1 N GRAND BLVD | ST LOUIS | MO | 631032097 | NONE | CHARITABLE | $1,500 | |||
| THE BARROW GROUP | |||||||||
| 520 8TH AVE | NEW YORK | NY | 10018 | NONE | CHARITABLE | $4,000 | NO 901 | PC | |
| THE BARROW GROUP | |||||||||
| 520 8TH AVE | NEW YORK | NY | 10018 | NONE | CHARITABLE | $2,000 | NO 901 | PC | |
| THE BREARLEY SCHOOL | |||||||||
| 610 E 83RD STREET | NEW YORK | NY | 10028 | NONE | CHARITABLE | $500 | |||
| THE BREWERS FUND | |||||||||
| 161 COLLEGE AVENUE | POUGHKEEPSIE | NY | 12603 | NONE | CHARITABLE | $1,000 | BOX 14 | ||
| THE CHRONICLE AT DUKE UNIVERSITY | |||||||||
| 2080 DUKE UNIVERSITY ROAD | DURHAM | NC | 27708 | NONE | CHARITABLE | $500 | |||
| THE FESSENDEN SCHOOL | |||||||||
| 250 WALTHAM STREET | WEST NEWTON | MA | 02465 | NONE | CHARITABLE | $1,000 | |||
| THE FIELD | |||||||||
| 228 PARK AVE S | NEW YORK | NY | 100031502 | NONE | CHARITABLE | $1,500 | SUITE 97217 | PC | |
| THE FIELD | |||||||||
| 228 PARK AVE S | NEW YORK | NY | 100031502 | NONE | CHARITABLE | $1,000 | SUITE 97217 | PC | |
| THE NATURE CONSERVANCY OF CENTRAL | |||||||||
| 274 N GOODMAN ST | ROCHESTER | NY | 14607 | NONE | CHARITABLE | $2,000 | B261 | AND WESTERN NEW YORK | |
| UNION OF CONCERNED SCIENTISTS | |||||||||
| 2 BRATTLE SQUARE | CAMBRIDGE | MA | 021383780 | NONE | CHARITABLE | $2,000 | SUITE 6 | ||
| VERMONT INST OF NATURAL SCIENCE | |||||||||
| 149 NATURES WAY | QUECHEE | VT | 05059 | NONE | CHARITABLE | $1,000 | |||
| VERMONT PUBLIC RADIO | |||||||||
| 365 TROY AVENUE | COLCHESTER | VT | 05446 | NONE | CHARITABLE | $2,000 | |||
| VOTE SOLAR | |||||||||
| 2201 BROADWAY | OAKLAND | CA | 946123017 | NONE | CHARITABLE | $500 | FOURTH FLOOR | ||
| WASHINGTON TOWNSHIP LITTLE LEAGUE | |||||||||
| PO BOX 40493 | INDIANAPOLIS | IN | 46260 | NONE | CHARITABLE | $500 | |||
| WEST CORNWALL PUBLIC LIBRARY | |||||||||
| PO BOX 4 | WEST CORNWALL | CT | 067960004 | NONE | CHARITABLE | $2,500 | |||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $71,500 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $5,013 | ExclusionAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $22,426 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $199,097 | ExclusionAmt |
Other Revenue Described OtherRevenueDescribedGrp (2 entries)
| DescDesc | Related Or Exempt Function IncmRelatedOrExemptFunctionIncmAmt |
|---|---|
| TAX OVERPAYMENT | $829 |
| SALE OF ENTERPRISE PRODUCTS | $2,839 |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $226,536 | ExclusionAmt |
| Related Or Exempt Function Incm | $3,668 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $230,204 | 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 | $4,270 | Amt |
| Net Investment Income | $990 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $3,280 | DisbursementsCharitablePrpsAmt |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond | PFIZER | BondNm |
| EOY Book Value | $24,822 | EOYBookValueAmt |
| EOYFMV | $25,010 | EOYFMVAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (21 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| ABBOTT LABORATORIES | $31,445 | $101,799 |
| ALPHABET, INC. | $22,400 | $142,830 |
| AMERICAN EXPRESS | $26,084 | $103,877 |
| BLACKSTONE GROUP INC | $47,633 | $120,694 |
| BRISTOL MYERS SQUIBB | $78,260 | $79,184 |
| COSTAR GROUP INC | $73,387 | $71,590 |
| CREDIT ACCEP CORP | $69,472 | $82,156 |
| ENSTAR GROUP LTD. | $33,888 | $80,513 |
| FERGUSON PLC | $43,092 | $60,750 |
| FISERV INC | $49,504 | $102,710 |
| FORTREA HOLDINGS INC | $82,659 | $65,275 |
| GALLAGHER & CO | $62,702 | $70,963 |
| JP MORGAN CHASE & CO. | $25,147 | $95,884 |
| LABORATORY CORP. OF AMERICA HLDGS | $37,190 | $91,728 |
| MASTERCARD INC. | $30,963 | $52,657 |
| MICROSOFT CORP. | $13,028 | $126,450 |
| RUSH ENTERPRISES INC | $43,275 | $54,790 |
| SCHWAB CORP | $31,452 | $44,406 |
| SHERWIN WILLIAMS CO | $19,295 | $42,491 |
| WARNER BROS DISCOVERY INC | $81,565 | $42,280 |
| ZURN ELKAY WATER SOLUTIONS CORP | $34,141 | $55,950 |
Investments Govt Obligations Sch InvestmentsGovtObligationsSch
| Field | Value | IRS element (for citing) |
|---|---|---|
| US Govt Obligations Book Vl EOY | $49,787 | USGovtObligationsBookVlEOYAmt |
| US Govt Obligations EOYFMV | $50,014 | USGovtObligationsEOYFMVAmt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (2 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| ENTERPRISE PRODUCTS PTRS. LP | AT COST | $34,172 | $40,768 |
| TANGO/APOLLO GLOBAL | AT COST | $11,894 | $165,160 |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail (2 entries)
| DescDesc | AmtAmt |
|---|---|
| TIMING | $374 |
| ENTERPRISE DISTRIBUTIONS | $112,953 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (11 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|---|
| EXPENSES | |||
| NYS FILING FEE | $250 | $250 | |
| ENTERPRISE PRODUCTS 1231 LOSS | $96 | ||
| ENT. PRODUCTS LOSS | $8,227 | ||
| ENT. PRODUCTS. N/D EXP. | $24 | ||
| WIRE FEES | $50 | $50 | |
| BANK FEES | $18 | $13 | $5 |
| ENT. PRODUCTS LOSS | $4,643 | ||
| ENTERPRISE PRODUCTS 1231 LOSS | $35 | ||
| ENT. PRODUCTS. N/D EXP. | $5 | ||
| ENT. PRODUCTS OTH DED | $3 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|
| TAX OVERPAYMENT | $829 | $829 |
| SALE OF ENTERPRISE PRODUCTS | $2,839 | $2,839 |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | ENTERPRISE CONTRIBUTIONS | Desc |
| Amt | $140,914 | Amt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|
| FIDELITY ADVISOR FEES | $9,278 | $9,278 |
| FNZ ADVISORY FEES | $8,898 | $8,898 |