CREAM HILL FOUNDATION: Form 990PF, tax year 2021
View the entire original 990 at ProPublica ↗
- Organization
- CREAM HILL FOUNDATION (EIN 13-4148381)
- Tax period
- 2021-01-01 to 2021-12-31
- Filed
- 2022-06-30
- IRS object ID
- 202221819349100407
- Schema version
- 2021v4.0
- 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 | 2022-06-30T10:41:57-05:00 | ReturnTs |
| Tax Period End | 2021-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 351752525 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RIDER KENLEY & ASSOCIATES | 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 | 2021-01-01 | 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 & ASSOCIATES | 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 | 2022-06-27 | 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 |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | BRIAN A RIDER | PreparerPersonNm |
| PTIN | P00129647 | PTIN |
| Phone | 3175823000 | PhoneNum |
| Preparation | 2022-06-27 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2021 | TaxYr |
| Build TS | 2022-09-23 18:48:47Z | 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 | $2,000,871 | 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 | $68 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $68 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $24,160 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $24,160 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $97,019 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $213,163 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $97,019 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $121,247 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $121,247 | TotalNetInvstIncmAmt |
| Accounting Fees Rev And Expnss | $2,765 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $747 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $2,018 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $17,369 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $17,369 | OtherProfFeesNetInvstIncmAmt |
| Taxes Rev And Expnss | $260 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $260 | TaxesNetInvstIncmAmt |
| Other Expenses Rev And Expnss | $4,219 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $29 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $331 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $24,613 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $18,405 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $2,349 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $84,250 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $84,250 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $108,863 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $18,405 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $86,599 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $12,384 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $102,842 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $271,215 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $201,539 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $201,539 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $770,592 | CorporateStockBOYAmt |
| Corporate Stock EOY | $861,508 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $1,604,730 | CorporateStockEOYFMVAmt |
| Other Investments BOY | $67,438 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $58,857 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $194,602 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $1,109,245 | TotalAssetsBOYAmt |
| Total Assets EOY | $1,121,904 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $2,000,871 | TotalAssetsEOYFMVAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Retained Earning BOY | $1,109,245 | RetainedEarningBOYAmt |
| Retained Earning EOY | $1,121,904 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $1,109,245 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $1,121,904 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $1,109,245 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $1,121,904 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $1,109,245 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $12,384 | ExcessRevenueOverExpensesAmt |
| Other Increases | $925 | OtherIncreasesAmt |
| Subtotal | $1,122,554 | SubtotalAmt |
| Other Decreases | $650 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $1,121,904 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (3 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | SoldSoldDt |
|---|---|---|---|---|---|---|
| SEE ATTACHED FNZ TRUST CO | P | $778 | $923 | -$145 | -$145 | |
| SEE ATTACHED FNZ TRUST CO | P | $212,385 | $112,239 | $100,146 | $100,146 | |
| BRISTOL-MYERS SQUIBB -CVR-RTS | P | $2,982 | -$2,982 | -$2,982 | 2021-01-20 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $97,019 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $1,430 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $1,430 | SubtotalAmt |
| Tax Based On Investment Income | $1,430 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $2,471 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $2,471 | TotalPaymentsAndCreditsAmt |
| Overpayment | $1,041 | OverpaymentAmt |
| Applied To ES Tax | $1,041 | 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 | $1,383,327 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $236,377 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $168,859 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $1,788,563 | TotalFMVOfUnusedAssetsAmt |
| Adjusted Total FMV Of Unused Ast | $1,788,563 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $26,828 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $1,761,735 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $88,087 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $88,087 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $1,430 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $1,430 | TotalTaxAmt |
| Distributable Before Adj | $86,657 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $86,657 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $86,657 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $86,599 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $86,599 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $86,657 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $6,078 | UndistributedIncomePYAmt |
| Qualifying Distributions | $86,599 | QualifyingDistributionsAmt |
| Applied To Year1 | $6,078 | AppliedToYear1Amt |
| Applied To Current Year | $80,521 | AppliedToCurrentYearAmt |
| Undistributed Income CY | $6,136 | 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 | Recipient Foundation StatusRecipientFoundationStatusTxt | Address Line2RecipientUSAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|---|---|
| 350ORG | ||||||||
| PO BOX 843004 | BOSTON | MA | 022843004 | NONE | CHARITABLE | $1,000 | ||
| ACLU OF INDIANA | ||||||||
| 1031 E WASHINGTON STREET | INDIANAPOLIS | IN | 46202 | NONE | CHARITABLE | $500 | ||
| ADIRONDACK EXPERIENCE | ||||||||
| 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 WHITEWATER | ||||||||
| 1424 FENWICK LANE | SILVER SPRING | MD | 20910 | 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 | ||
| CCFCFAIRPLAY | ||||||||
| 89 SOUTH ST | BOSTON | MA | 02111 | NONE | CHARITABLE | $500 | ||
| CHRISTAMORE HOUSE GUILD | ||||||||
| 502 N TREMONT STREET | INDIANAPOLIS | IN | 46222 | NONE | CHARITABLE | $500 | ||
| COMMITTEE TO PROTECT JOURNALISTS | ||||||||
| PO BOX 2675 | NEW YORK | NY | 10108 | NONE | CHARITABLE | $500 | ||
| CORNWALL VOLUNTEER FIRE DEPT | ||||||||
| PO BOX 180 | WEST CORNWALL | CT | 06796 | NONE | CHARITABLE | $500 | ||
| CORNWALL CONSERVATION TRUST | ||||||||
| 7 RAILROAD SQUARE | WEST CORNWALL | CT | 06796 | NONE | CHARITABLE | $1,000 | ||
| CT FOREST & PARK ASSOC | ||||||||
| 16 MERIDEN RD | ROCKFALL | CT | 06481 | NONE | CHARITABLE | $500 | ||
| DAVIDSON COLLEGE | ||||||||
| 405 N MAIN STREET | DAVIDSON | NC | 28035 | NONE | CHARITABLE | $750 | ||
| DIXON PLACE | ||||||||
| 161A CHRYSTIE STREET | NEW YORK | NY | 10002 | NONE | CHARITABLE | $1,000 | PC | |
| DUKE UNIVERSITY | ||||||||
| 2080 DUKE UNIVERSITY ROAD | DURHAM | NC | 27708 | NONE | CHARITABLE | $4,000 | ||
| DUKE UNIVERSITY PROJECT WILD | ||||||||
| 101 BRYAN CENTER | DURHAM | NC | 277080937 | NONE | CHARITABLE | $500 | PC | BOX 90937 |
| ENDANGERED SPECIES FUND | ||||||||
| 214 GLADWIN AVENUE | CLAWSON | MI | 48017 | NONE | CHARITABLE | $1,000 | ||
| FAIR COUNT | ||||||||
| PO BOX 170382 | ATLANTA | GA | 30317 | NONE | CHARITABLE | $1,000 | ||
| FAMILIAL DYSAUTONOMIA | ||||||||
| 315 W 39TH STREET | NEW YORK | NY | 10018 | NONE | CHARITABLE | $1,000 | ROOM 701 | |
| FIRST BAPTIST ATHLETICS | ||||||||
| 8600 N COLLEGE AVE | INDIANAPOLIS | IN | 46240 | NONE | CHARITABLE | $500 | ||
| FRACTURED ATLAS (HILLARY BRADLEY) | ||||||||
| 248 W 35TH ST | NEW YORK | NY | 10001 | NONE | CHARITABLE | $2,000 | PC | |
| FRACTURED ATLAS (THEATERSPEAK) | ||||||||
| 248 W 35TH ST | NEW YORK | NY | 10001 | NONE | CHARITABLE | $2,000 | PC | |
| GEORGE SCHOOL | ||||||||
| 1690 NEWTOWN LANGHORNE RD | NEWTOWN | PA | 189402414 | NONE | CHARITABLE | $2,000 | ||
| GMF | ||||||||
| 200 CANAAN MOUNTAIN ROAD | FALLS VILLAGE | CT | 06031 | NONE | CHARITABLE | $500 | ||
| GOLDSTON MIME FOUNDATION | ||||||||
| 161 WEST 22ND STREET | NEW YORK | NY | 10011 | NONE | CHARITABLE | $2,000 | PC | |
| GOLDSTON MIME FOUNDATION | ||||||||
| PO BOX 974 | NEW YORK | NY | 10113 | NONE | CHARITABLE | $750 | ||
| 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 | $500 | ||
| INDIAN MOUNTAIN SCHOOL | ||||||||
| 211 INDIAN MOUNTAIN RD | LAKEVILLE | CT | 06039 | NONE | CHARITABLE | $5,000 | PC | |
| INDIAN MOUNTAIN SCHOOL | ||||||||
| 211 INDIAN MOUNTIAN RD | LAKEVILLE | CT | 06039 | NONE | CHARITABLE | $1,000 | ||
| 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 | ||||||||
| 194 WHITEHALL BLDV | GARDEN CITY | NY | 11530 | NONE | CHARITABLE | $500 | C/O J MITCHELL | |
| INTL FRIENDS OF MARCIANA LIBRARY | ||||||||
| C/O J MITCHELL | GARDEN CITY | NY | 11530 | NONE | CHARITABLE | $2,000 | 194 WHITEHALL BLVD | |
| IRE | ||||||||
| 141 NEFF ANNEX | COLUMBIA | MO | 65211 | NONE | CHARITABLE | $500 | ||
| 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 | $1,000 | ||
| NOISE POLLUTION CLEARINGHOUSE | ||||||||
| PO BOX 1137 | MONTPELIER | VT | 056011137 | NONE | CHARITABLE | $1,000 | PC | |
| NOISE POLLUTION CLEARINGHOUSE | ||||||||
| PO BOX 1137 | MONTPELIER | VT | 056011137 | NONE | CHARITABLE | $1,000 | ||
| 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 | ||||||||
| PO BOX 97166 | WASHINGTON | DC | 200907166 | NONE | CHARITABLE | $2,000 | ||
| PULLIAM SCHOOL OF JOURNALISM | ||||||||
| 101 BRANIGIN BLVD | FRANKLIN | IN | 46131 | NONE | CHARITABLE | $4,000 | PC | |
| ST JOHN'S UNIVERSITY | ||||||||
| 8000 UTOPIA PARKWAY | QUEENS | NY | 11439 | NONE | CHARITABLE | $750 | ||
| THE BARROW GROUP | ||||||||
| 520 8TH AVE | NEW YORK | NY | 10018 | NONE | CHARITABLE | $10,000 | PC | NO 901 |
| 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 | $2,000 | BOX 14 | |
| THE CHRONICLE | ||||||||
| 1517 HULL AVE | DURHAM | NC | 27708 | NONE | CHARITABLE | $500 | BOX 90858 | |
| THE FESSENDEN SCHOOL | ||||||||
| 250 WALTHAM STREET | WEST NEWTON | MA | 02465 | NONE | CHARITABLE | $2,000 | PC | |
| THE FIELD | ||||||||
| 75 MAIDEN LANE SUITE 906 | NEW YORK | NY | 10038 | NONE | CHARITABLE | $1,000 | PC | |
| THE INDIAN MOUNTAIN SCHOOL | ||||||||
| 211 INDIAN MOUNTAIN RD | LAKEVILLE | CT | 06039 | NONE | CHARITABLE | $500 | ||
| 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 119 | |
| UNION OF CONCERNED SCIENTISTS | ||||||||
| 2 BATTLE SQ | CAMBRIDGE | MA | 02138 | NONE | CHARITABLE | $2,000 | ||
| VERMONT INST OF NATURAL SCIENCE | ||||||||
| 149 NATURES WAY | QUECHEE | VT | 05059 | NONE | CHARITABLE | $2,000 | ||
| VERMONT PUBLIC RADIO | ||||||||
| 365 TROY AVENUE | COLCHESTER | VT | 05446 | 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 | $500 | PC | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $84,250 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $68 | ExclusionAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $24,160 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $97,019 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $121,247 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $121,247 | 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 | $2,765 | Amt |
| Net Investment Income | $747 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $2,018 | DisbursementsCharitablePrpsAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (24 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| ABBOTT LABORATORIES | $31,445 | $126,666 |
| ALPHABET, INC. | $29,900 | $144,680 |
| AMERICAN EXPRESS | $26,084 | $57,260 |
| ARMSTRONG WORLD INDUSTRIES | ||
| BAXTER INTERNATIONAL | ||
| BLACK KNIGHT INC | $36,679 | $41,445 |
| BLACKSTONE GROUP INC | $31,435 | $64,695 |
| BRISTOL MYERS SQUIBB | $78,260 | $87,290 |
| BRISTOL MYERS SQUIBB CVR RTS | ||
| BROOKFIELD ASSET MGMT | $30,572 | $120,760 |
| CAE INC | $47,751 | $50,480 |
| CREDIT ACCEP CORP MICH | $69,472 | $120,344 |
| DISCOVERY COMMUNICATIONS | $59,582 | $50,380 |
| ENSTAR GROUP LTD. | $33,888 | $61,898 |
| FISERV INC | $49,504 | $51,895 |
| JP MORGAN CHASE & CO. | $42,026 | $102,928 |
| LABORATORY CORP. OF AMERICA HLDGS | $43,436 | $125,684 |
| LUMEN TECHNOLOGIES INC | $83,871 | $75,300 |
| MASTERCARD INC. | $47,350 | $53,898 |
| MATADOR RESOURCES CO. | $19,179 | $33,228 |
| MICROSOFT CORP. | $21,743 | $168,160 |
| SHERWIN WILLIAMS CO | $11,849 | $31,694 |
| TEVA PHARM INDS | $67,482 | $36,045 |
| WABTEC CORP. |
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 | $25,615 | $141,239 |
| ENTERPRISE PRODUCTS PTRS. LP | AT COST | $33,242 | $53,363 |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | NONDIVIDEND DISTRIBUTIONS | Desc |
| Amt | $650 | 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 | $127 | ||
| ENT. PRODUCTS LOSS | $3,724 | ||
| ENT. PRODUCTS. N/D EXP. | $6 | ||
| BANK FEES | $95 | $66 | $29 |
| ENT. PRODUCTS OTH DED | $2 | ||
| WIRE FEES | $15 | $15 |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | BROOKFIELD STOCK DIVIDENDS | Desc |
| Amt | $925 | Amt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | INVESTMENT ADVISORY FEES | CategoryTxt |
| Amt | $17,369 | Amt |
| Net Investment Income | $17,369 | NetInvestmentIncomeAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | FOREIGN TAXES WITHHELD | CategoryTxt |
| Amt | $260 | Amt |
| Net Investment Income | $260 | NetInvestmentIncomeAmt |