CREAM HILL FOUNDATION: Form 990PF, tax year 2020
View the entire original 990 at ProPublica ↗
- Organization
- CREAM HILL FOUNDATION (EIN 13-4148381)
- Tax period
- 2020-01-01 to 2020-12-31
- Filed
- 2021-05-03
- IRS object ID
- 202121239349101752
- Schema version
- 2020v4.0
- 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 | 2021-05-03T12:26:07-05:00 | ReturnTs |
| Tax Period End | 2020-12-31 | 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 | 2020-01-01 | 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 | INDIANAPOLIS | 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 | 2021-04-26 | 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 |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | BRIAN A RIDER | PreparerPersonNm |
| PTIN | P00129647 | PTIN |
| Phone | 3175823000 | PhoneNum |
| Preparation | 2021-04-27 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2020 | TaxYr |
| Build TS | 2022-09-23 18:48:47Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $1,576,254 | 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 |
| Dividends Rev And Expnss | $18,826 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $18,826 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $96,620 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $223,096 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $96,620 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $115,446 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $115,446 | TotalNetInvstIncmAmt |
| Accounting Fees Rev And Expnss | $2,625 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $709 | AccountingFeesNetInvstIncmAmt |
| Other Prof Fees Rev And Expnss | $14,156 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $14,156 | OtherProfFeesNetInvstIncmAmt |
| Taxes Rev And Expnss | $410 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $410 | TaxesNetInvstIncmAmt |
| Other Expenses Rev And Expnss | $6,900 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Dsbrs Chrtbl | $463 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $24,091 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $15,275 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $463 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $61,750 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $61,750 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $85,841 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $15,275 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $62,213 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $29,605 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $100,171 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $270,084 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $271,215 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $271,215 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $763,215 | CorporateStockBOYAmt |
| Corporate Stock EOY | $770,592 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $1,161,924 | CorporateStockEOYFMVAmt |
| Other Investments BOY | $46,080 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $67,438 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $143,115 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $1,079,379 | TotalAssetsBOYAmt |
| Total Assets EOY | $1,109,245 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $1,576,254 | TotalAssetsEOYFMVAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Retained Earning BOY | $1,079,379 | RetainedEarningBOYAmt |
| Retained Earning EOY | $1,109,245 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $1,079,379 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $1,109,245 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $1,079,379 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $1,109,245 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $1,079,379 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $29,605 | ExcessRevenueOverExpensesAmt |
| Other Increases | $266 | OtherIncreasesAmt |
| Subtotal | $1,109,250 | SubtotalAmt |
| Other Decreases | $5 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $1,109,245 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Property | SEE ATTACHED - STATE STREET | PropertyDesc |
| How Acquired | P | HowAcquiredCd |
| Gross Sales Price | $223,096 | GrossSalesPriceAmt |
| Cost Or Other Basis | $126,476 | CostOrOtherBasisAmt |
| Gain Or Loss | $96,620 | GainOrLossAmt |
| Gains Minus Excess Or Losses | $96,620 | GainsMinusExcessOrLossesAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $96,620 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $1,392 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $1,392 | SubtotalAmt |
| Tax Based On Investment Income | $1,392 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $3,863 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $3,863 | TotalPaymentsAndCreditsAmt |
| Overpayment | $2,471 | OverpaymentAmt |
| Applied To ES Tax | $2,471 | 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 |
| 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 | INDIANAPOLIS | 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 | INDIANAPOLIS | IN | 46280 | TRUSTEE | 000.00 | $0 | $0 | $0 |
| HENRY G LABALME | ||||||||
| C/O RIDER KENLEY ASSOCIATES | INDIANAPOLIS | IN | 46280 | TRUSTEE | 000.00 | $0 | $0 | $0 |
| LISA L OSTERLAND | ||||||||
| C/O RIDER KENLEY ASSOCIATES | INDIANAPOLIS | IN | 46280 | TRUSTEE | 000.00 | $0 | $0 | $0 |
| VICTORIA A LABALME | ||||||||
| C/O RIDER KENLEY ASSOCIATES | INDIANAPOLIS | 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 | $1,183,394 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $270,650 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $132,155 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $1,586,199 | TotalFMVOfUnusedAssetsAmt |
| Adjusted Total FMV Of Unused Ast | $1,586,199 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $23,793 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $1,562,406 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $78,120 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $78,120 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $1,392 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $1,392 | TotalTaxAmt |
| Distributable Before Adj | $76,728 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $76,728 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $76,728 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $62,213 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $62,213 | QualifyingDistributionsAmt |
| Adjusted Qualifying Distri | $62,213 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $76,728 | DistributableAsAdjustedAmt |
| Excess Distribution Cyov Yr2 | $5,526 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $2,911 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $8,437 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $62,213 | QualifyingDistributionsAmt |
| Applied To Current Year | $62,213 | AppliedToCurrentYearAmt |
| Excess Distri Cyov App CY Corpus | $8,437 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $8,437 | ExcessDistributionCyovAppCYAmt |
| Undistributed Income CY | $6,078 | 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 (41 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 | 462023952 | NONE | CHARITABLE | $500 | SUITE 201 | |
| AMERICAN WHITEWATER | ||||||||
| PO BOX 1540 | CULLOWHEE | NC | 28723 | NONE | CHARITABLE | $500 | ||
| BROWN UNIVERSITY | ||||||||
| BOX 1876 | PROVIDENCE | RI | 02912 | NONE | CHARITABLE | $500 | ||
| CCFC | ||||||||
| 89 SOUTH ST | BOSTON | MA | 02111 | NONE | CHARITABLE | $500 | ||
| COMMITTEE TO PROTECT JOURNALISTS | ||||||||
| PO BOX 2675 | NEW YORK | NY | 10108 | 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 | $2,000 | PC | |
| DUKE UNIVERSITY | ||||||||
| 2080 DUKE UNIVERSITY ROAD | DURHAM | NC | 27708 | NONE | CHARITABLE | $2,000 | ||
| DUKE UNIVERSITY PROJECT WILD | ||||||||
| 101 BRYAN CENTER | DURHAM | NC | 27708 | NONE | CHARITABLE | $500 | BOX 90937 | PC |
| FIRST BAPTIST ATHLETICS | ||||||||
| 8600 N COLLEGE AVE | INDIANAPOLIS | IN | 46240 | NONE | CHARITABLE | $500 | ||
| FRACTURED ATLAS (HILLARY BRADLEY) | ||||||||
| 228 PARK AVENUE SOUTH | NEW YORK | NY | 100031502 | NONE | CHARITABLE | $2,500 | 56651 | PC |
| FRACTURED ATLAS (MICHELINE AUGER) | ||||||||
| 228 PARK AVENUE SOUTH | NEW YORK | NY | 100031502 | NONE | CHARITABLE | $2,500 | 56651 | 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 | $2,500 | PC | |
| HABITAT FOR HUMANITY | ||||||||
| 285 PEACHTREE CTR AV NE | ATLANTA | GA | 30303 | NONE | CHARITABLE | $500 | SUITE 2700 | |
| HOTCHKISS SCHOOL | ||||||||
| 11 INTERLAKEN ROAD | LAKEVILLE | CT | 06039 | NONE | CHARITABLE | $500 | ||
| INDIAN MOUNTAIN SCHOOL | ||||||||
| 211 INDIAN MOUNTAIN RD | LAKEVILLE | CT | 06039 | NONE | CHARITABLE | $10,000 | PC | |
| INTL DARK SKY ASSOCIATION | ||||||||
| 5049 E BROADWAY BLVD | TUCSON | AZ | 85711 | NONE | CHARITABLE | $1,500 | 105 | |
| 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 | ||
| MIDDLEBURY COLLEGE | ||||||||
| 700 EXCHANGE STREET | MIDDLEBURY | VT | 05753 | NONE | CHARITABLE | $500 | ||
| NOISE POLLUTION CLEARINGHOUSE | ||||||||
| PO BOX 1137 | MONTPELIER | VT | 056011137 | NONE | CHARITABLE | $1,000 | 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 | |
| PULLIAM SCHOOL OF JOURNALISM | ||||||||
| 101 BRANIGIN BLVD | FRANKLIN | IN | 46131 | NONE | CHARITABLE | $3,500 | PC | |
| ST JOHN'S UNIVERSITY | ||||||||
| 8000 UTOPIA PARKWAY | QUEENS | NY | 11439 | NONE | CHARITABLE | $500 | ||
| THE BARROW GROUP | ||||||||
| 312 WEST 36TH STREET | NEW YORK | NY | 10018 | NONE | CHARITABLE | $2,500 | 3RD FLOOR | PC |
| THE BARROW GROUP | ||||||||
| 312 WEST 36TH STREET | NEW YORK | NY | 10018 | NONE | CHARITABLE | $1,000 | 3RD FLOOR | |
| THE BREARLEY SCHOOL | ||||||||
| 610 E 83RD STREET | NEW YORK | NY | 10028 | NONE | CHARITABLE | $500 | ||
| THE BREWERS FUND | ||||||||
| VASSAR COLLEGE | POUGHKEEPSIE | NY | 12603 | NONE | CHARITABLE | $2,000 | BOX 725 | |
| THE CHRONICLE | ||||||||
| 1517 HULL AVE | DURHAM | NC | 27708 | NONE | CHARITABLE | $500 | ||
| 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 | $2,000 | PC | |
| UNION OF CONCERNED SCIENTISTS | ||||||||
| ONE N LASALLE ST | CHICAGO | IL | 606024064 | NONE | CHARITABLE | $2,000 | SUITE 1904 | |
| 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 | ||||||||
| PO BOX 40493 | INDIANAPOLIS | IN | 46240 | NONE | CHARITABLE | $500 | PC | |
| WNYC | ||||||||
| 160 VARICK STREET | NEW YORK | NY | 10013 | NONE | CHARITABLE | $250 | 8TH FLOOR | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $61,750 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $18,826 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $96,620 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $115,446 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $115,446 | 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 | $2,625 | Amt |
| Net Investment Income | $709 | NetInvestmentIncomeAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (26 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| ABBOTT LABORATORIES | $35,093 | $109,490 |
| ALPHABET, INC. | $29,900 | $87,594 |
| AMERICAN EXPRESS | $26,084 | $42,319 |
| ARMSTRONG WORLD INDUSTRIES | $26,286 | $47,610 |
| BAXTER INTERNATIONAL | $36,505 | $80,240 |
| BLACKSTONE GROUP INC | $31,435 | $32,405 |
| BRISTOL MYERS SQUIBB | $78,260 | $86,842 |
| BRISTOL MYERS SQUIBB CVR RTS | $2,982 | $966 |
| CENTURYLINK INC. | ||
| CREDIT ACCEP CORP MICH | $69,472 | $60,575 |
| DISCOVERY COMMUNICATIONS | $30,537 | $31,428 |
| GILEAD SCIENCES INC. | ||
| JP MORGAN CHASE & CO. | $42,026 | $82,596 |
| LABORATORY CORP. OF AMERICA HLDGS | $43,436 | $81,420 |
| LUMEN TECHNOLOGIES INC | $83,871 | $58,500 |
| MASTERCARD INC. | $16,387 | $17,847 |
| MATADOR RESOURCES CO. | $38,728 | $20,502 |
| MICROSOFT CORP. | $21,743 | $111,210 |
| SHERWIN WILLIAMS CO | $11,849 | $22,047 |
| US BANCORP | ||
| WABTEC CORP. | $26,251 | $25,620 |
| ENSTAR GROUP LTD. | $33,888 | $51,223 |
| ANHEUSER BUSCH INBEV | ||
| BROOKFIELD ASSET MGMT | $30,572 | $82,540 |
| SCHLUMBERGER LTD. | ||
| TEVA PHARM INDS | $55,287 | $28,950 |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (2 entries)
| Category Or ItemCategoryOrItemTxt | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| APOLLO GLOBAL MANAGEMENT LLC | $25,963 | $95,511 |
| ENTERPRISE PRODUCTS PTRS. LP | $41,475 | $47,604 |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | DIV ON 1099 RECEIVED IN 2021 | Desc |
| Amt | $5 | Amt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (6 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|
| EXPENSES | ||
| NYS FILING FEE | $250 | $250 |
| WIRE FEES | $15 | $15 |
| ENTERPRISE PRODUCTS 1231 LOSS | $198 | $198 |
| ENT. PRODUCTS LOSS | $6,430 | |
| ENT. PRODUCTS. N/D EXP. | $7 |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | DIVIDEND REC'D IN 2020 NOT ON 1099 | Desc |
| Amt | $266 | Amt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | INVESTMENT ADVISORY FEES | CategoryTxt |
| Amt | $14,156 | Amt |
| Net Investment Income | $14,156 | NetInvestmentIncomeAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | FOREIGN TAXES WITHHELD | CategoryTxt |
| Amt | $410 | Amt |
| Net Investment Income | $410 | NetInvestmentIncomeAmt |