CREAM HILL FOUNDATION: Form 990PF, tax year 2019
View the entire original 990 at ProPublica ↗
- Organization
- CREAM HILL FOUNDATION (EIN 13-4148381)
- Tax period
- 2019-01-01 to 2019-12-31
- Filed
- 2020-06-29
- IRS object ID
- 202011819349100906
- Schema version
- 2019v5.0
- 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
- Gain Loss Sale Other Assets Sch
- Investments Corp Stock Schedule
- Investments Other Schedule2
- Other Decreases Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Other Increases Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2020-06-29T09:30:59-05:00 | ReturnTs |
| Tax Period End | 2019-12-31 | 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 DRIVE SUITE 100 | AddressLine1Txt |
| City | INDIANAPOLIS | CityNm |
| State Abbreviation | IN | StateAbbreviationCd |
| ZIP | 46280 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2019-01-01 | 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 | 2020-06-22 | SignatureDt |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | BRIAN A RIDER | PreparerPersonNm |
| PTIN | P00129647 | PTIN |
| Phone | 3175823000 | PhoneNum |
| Preparation | 2020-06-24 | PreparationDt |
Filing Security Information FilingSecurityInformation
IP Address IPAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| I Pv4 Address | 70.63.53.50 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IP | 2020-06-24 | IPDt |
| IP Tm | 14:40:51 | IPTm |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | A2EC27A16E82B8ACCB598A19EBBAD75B88AFD551 | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | A2EC27A16E82B8ACCB598A19EBBAD75B88AFD551 | AtSubmissionFilingDeviceId |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2019 | TaxYr |
| Build TS | 2021-04-22 16:20:28Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $1,596,142 | 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 | $439 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $439 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $21,719 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $21,719 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $137,821 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $277,964 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $98 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $40 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $40 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $160,019 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $22,296 | TotalNetInvstIncmAmt |
| Accounting Fees Rev And Expnss | $2,625 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $709 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $1,916 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $13,461 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $13,461 | OtherProfFeesNetInvstIncmAmt |
| Taxes Rev And Expnss | $474 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $474 | TaxesNetInvstIncmAmt |
| Other Expenses Rev And Expnss | $3,078 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $87 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $303 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $19,638 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $14,731 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $2,219 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $71,000 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $71,000 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $90,638 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $14,731 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $73,219 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $69,381 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $7,565 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $205,714 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $270,084 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $270,084 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $751,804 | CorporateStockBOYAmt |
| Corporate Stock EOY | $763,215 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $1,204,863 | CorporateStockEOYFMVAmt |
| Other Investments BOY | $52,442 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $46,080 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $121,195 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $1,009,960 | TotalAssetsBOYAmt |
| Total Assets EOY | $1,079,379 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $1,596,142 | TotalAssetsEOYFMVAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Retained Earning BOY | $1,009,960 | RetainedEarningBOYAmt |
| Retained Earning EOY | $1,079,379 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $1,009,960 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $1,079,379 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $1,009,960 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $1,079,379 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $1,009,960 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $69,381 | ExcessRevenueOverExpensesAmt |
| Other Increases | $304 | OtherIncreasesAmt |
| Subtotal | $1,079,645 | SubtotalAmt |
| Other Decreases | $266 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $1,079,379 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (2 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|
| APOLLO GLOBAL MGMT | P | 2019-12-31 | 2019-12-31 | $2 | $2 | $2 |
| APOLLO GLOBAL MGMT | P | 2019-12-31 | 2019-12-31 | $96 | $96 | $96 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $98 | CapitalGainNetIncomeAmt |
| Net Short Term Capital Gain Loss | $2 | NetShortTermCapitalGainLossAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | false | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $76,548 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $1,379,432 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.055492 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $53,515 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $1,450,024 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.036906 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $36,272 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $1,361,667 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.026638 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $78,009 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $1,451,088 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.053759 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $85,489 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $1,587,764 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.053842 | DistributionYr5Rt |
| Total Distribution | 0.226637 | TotalDistributionRt |
| Average Distribution | 0.045327 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $1,407,683 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $63,806 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $76 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $63,882 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $73,219 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Domestic Org Meeting Sect4940e | Yes (X) | DomesticOrgMeetingSect4940eInd |
| Investment Income Excise Tax | $76 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $76 | SubtotalAmt |
| Tax Based On Investment Income | $76 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $3,939 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $3,939 | TotalPaymentsAndCreditsAmt |
| Overpayment | $3,863 | OverpaymentAmt |
| Applied To ES Tax | $3,863 | 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 | $1,094,402 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $237,899 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $96,819 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $1,429,120 | TotalFMVOfUnusedAssetsAmt |
| Adjusted Total FMV Of Unused Ast | $1,429,120 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $21,437 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $1,407,683 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $70,384 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $70,384 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $76 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $76 | TotalTaxAmt |
| Distributable Before Adj | $70,308 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $70,308 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $70,308 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $73,219 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $73,219 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $76 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $73,143 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $70,308 | DistributableAsAdjustedAmt |
| Excess Distribution Cyov Yr1 | $5,526 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $5,526 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $73,219 | QualifyingDistributionsAmt |
| Applied To Current Year | $70,308 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $2,911 | RemainingDistriFromCorpusAmt |
| Total Corpus | $8,437 | TotalCorpusAmt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov To Next Yr | $8,437 | ExcessDistriCyovToNextYrAmt |
| Excess From Year1 | $5,526 | ExcessFromYear1Amt |
| Excess From Current Year | $2,911 | ExcessFromCurrentYearAmt |
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 (38 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Recipient Foundation StatusRecipientFoundationStatusTxt | Address Line2RecipientUSAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|---|---|
| ACLU OF INDIANA | ||||||||
| 1031 E WASHINGTON STREET | INDIANAPOLIS | IN | 46202 | NONE | CHARITABLE | $750 | ||
| BREBEUF JESUIT PREPARATORY SCHOOL | ||||||||
| 2801 WEST 86TH STREET | INDIANAPOLIS | IN | 46268 | NONE | CHARITABLE | $250 | ||
| CHRISTAMORE HOUSE | ||||||||
| 502 N TREMONT STREET | INDIANAPOLIS | IN | 46222 | 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 | ||||||||
| 2127 CAMPUS DRIVE | DURHAM | NC | 27708 | NONE | CHARITABLE | $2,000 | ||
| DUKE UNIVERSITY PROJECT WILD | ||||||||
| 101 BRYAN CENTER | DURHAM | NC | 27708 | NONE | CHARITABLE | $500 | PC | BOX 90937 |
| FIRST BAPTIST ATHLETICS | ||||||||
| 8600 N COLLEGE AVE | INDIANAPOLIS | IN | 46240 | NONE | CHARITABLE | $750 | ||
| FRACTURED ATLAS (HILLARY BRADLEY) | ||||||||
| 248 WEST 35TH ST | NEW YORK | NY | 10001 | NONE | CHARITABLE | $2,000 | PC | |
| FRACTURED ATLAS (MICHELINE AUGER) | ||||||||
| 248 WEST 35TH ST | NEW YORK | NY | 10001 | NONE | CHARITABLE | $2,000 | 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 | |
| INDIAN MOUNTAIN SCHOOL | ||||||||
| 211 INDIAN MOUNTAIN RD | LAKEVILLE | CT | 06039 | NONE | CHARITABLE | $8,000 | PC | |
| INDIAN MOUNTAIN SCHOOL | ||||||||
| 211 INDIAN MOUNTAIN RD | LAKEVILLE | CT | 06039 | NONE | CHARITABLE | $10,000 | PC | |
| INDIANAPOLIS ART CENTER | ||||||||
| 820 E 67TH STREET | INDIANAPOLIS | IN | 46220 | NONE | CHARITABLE | $500 | ||
| INT'L DARK-SKY ASSOCIATION | ||||||||
| 3223 NORTH FIRST AVE | TUCSON | AZ | 85719 | NONE | CHARITABLE | $2,000 | ||
| INTL FRIENDS OF MARCIANA LIBRARY | ||||||||
| 194 WHITEHALL BLVD | GARDEN CITY | NY | 11530 | NONE | CHARITABLE | $1,500 | PC | |
| KOPEYIA GHANA SCHOOL FUND | ||||||||
| 756 QUEEN ANNE ROAD | TEANECK | NJ | 07666 | NONE | CHARITABLE | $1,000 | PC | |
| LAUNCH LEADERSHIP | ||||||||
| 211 N 14TH ST | LINCOLN | NE | 68508 | 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 | ||||||||
| 1500 SOUTH PRIEST DRIVE | TEMPE | AZ | 85281 | NONE | CHARITABLE | $1,000 | ||
| PARK TUDOR SCHOOL | ||||||||
| 7200 N COLLEGE AVE | INDIANAPOLIS | IN | 46240 | NONE | CHARITABLE | $3,000 | ||
| 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 | |
| THE BARROW GROUP | ||||||||
| 312 WEST 36TH STREET | NEW YORK | NY | 10018 | NONE | CHARITABLE | $2,000 | PC | 3RD FLOOR |
| THE BREARLEY SCHOOL | ||||||||
| 610 E 83RD STREET | NEW YORK | NY | 10028 | NONE | CHARITABLE | $500 | ||
| THE BREARLEY SCHOOL | ||||||||
| 610 E 83RD STREET | NEW YORK | NY | 10028 | NONE | CHARITABLE | $2,000 | ||
| THE BREWERS FUND | ||||||||
| VASSAR COLLEGE | POUGHKEEPSIE | NY | 12604 | NONE | CHARITABLE | $2,000 | BOX 725 | |
| THE CHRONICLE | ||||||||
| 1517 HULL AVE | DURHAM | NC | 27708 | NONE | CHARITABLE | $500 | ||
| THE FESSENDEN SCHOOL | ||||||||
| 250 WALTHAM STREET | NEWTON | MA | 02465 | NONE | CHARITABLE | $2,000 | PC | |
| THE FIELD | ||||||||
| 75 MAIDEN LANE SUITE 906 | NEW YORK | NY | 10038 | NONE | CHARITABLE | $1,500 | PC | |
| THE NAROPA INSTITUTE | ||||||||
| 2130 ARAPAHOE AVENUE | BOULDER | CO | 80302 | NONE | CHARITABLE | $1,000 | ||
| UNION OF CONCERNED SCIENTISTS | ||||||||
| 2 BRATTLE SQUARE | 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 | |
| WASHINGTON TOWNSHIP LITTLE LEAGUE | ||||||||
| PO BOX 40493 | INDIANAPOLIS | IN | 46240 | NONE | CHARITABLE | $750 | PC | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $71,000 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $439 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $21,719 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $137,821 | ExclusionAmt |
Other Revenue Described OtherRevenueDescribedGrp (2 entries)
| DescDesc | ExclusionExclusionCd | ExclusionExclusionAmt |
|---|---|---|
| APOLLO - OTHER INCOME | 14 | $16 |
| APOLLO - OTHER INCOME | 14 | $24 |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $160,019 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $160,019 | 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 |
| Disbursements Charitable Prps | $1,916 | DisbursementsCharitablePrpsAmt |
Gain Loss Sale Other Assets Sch GainLossSaleOtherAssetsSch
Gain Loss Sale Other Asset GainLossSaleOtherAssetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Asset | STATE STREET | AssetDesc |
| Acquired | 2019-12 | AcquiredDt |
| How Acquired | PURCHASE | HowAcquiredTxt |
| Sold | 2019-12 | SoldDt |
| Gross Sales Price | $277,866 | GrossSalesPriceAmt |
| Basis | $140,143 | BasisAmt |
| Total Net | $137,723 | TotalNetAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (26 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| ABBOTT LABORATORIES | $47,868 | $117,261 |
| ALPHABET, INC. | $29,900 | $66,851 |
| AMERICAN EXPRESS | $26,084 | $43,572 |
| ARMSTRONG WORLD INDUSTRIES | $26,286 | $60,141 |
| BAXTER INTERNATIONAL | $36,505 | $83,620 |
| BRISTOL MYERS SQUIBB | $78,260 | $89,866 |
| BRISTOL MYERS SQUIBB CVR RTS | $2,982 | $4,214 |
| CELGENE CORP. | ||
| CENTURYLINK INC. | $65,114 | $54,822 |
| CREDIT ACCEP CORP MICH | $42,714 | $42,021 |
| FLUOR CORP. | ||
| GILEAD SCIENCES INC. | $24,650 | $18,194 |
| JP MORGAN CHASE & CO. | $42,026 | $90,610 |
| LABORATORY CORP. OF AMERICA HLDGS | $43,436 | $67,668 |
| MATADOR RESOURCES CO. | $38,728 | $30,549 |
| MICROSOFT CORP. | $39,308 | $141,930 |
| QUALCOMM INC. | ||
| SHERWIN WILLIAMS CO | $11,849 | $17,506 |
| US BANCORP | $7,977 | $11,858 |
| WABTEC CORP. | $26,251 | $27,230 |
| ENSTAR GROUP LTD. | $33,888 | $51,715 |
| LIBERTY GLOBAL PLC | ||
| ANHEUSER BUSCH INBEV | $14,545 | $12,306 |
| BROOKFIELD ASSET MGMT | $55,234 | $138,720 |
| SCHLUMBERGER LTD. | $24,301 | $14,070 |
| TEVA PHARM INDS | $45,309 | $20,139 |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (2 entries)
| Category Or ItemCategoryOrItemTxt | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| APOLLO GLOBAL MANAGEMENT LLC | $30,132 | $93,035 |
| ENTERPRISE PRODUCTS PTRS. LP | $15,948 | $28,160 |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | DIV ON 1099 RECEIVED IN 2020 | Desc |
| Amt | $266 | Amt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (9 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|---|
| EXPENSES | |||
| NYS FILING FEE | $250 | $250 | |
| WIRE FEES | $15 | $15 | |
| BANK CHARGES | $54 | $38 | $16 |
| ENTERPRISE PRODUCTS 1231 LOSS | $28 | $28 | |
| ENT. PRODUCTS LOSS | $2,682 | ||
| ENT. PRODUCTS. N/D EXP. | $6 | ||
| APOLLO PORTFOLIO DEDUCTIONS | $27 | $27 | |
| APOLLO OTHER DEDUCTIONS | $16 | $16 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|
| APOLLO - OTHER INCOME | $16 | $16 |
| APOLLO - OTHER INCOME | $24 | $24 |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | DIVIDEND REC'D IN 2019 NOT ON 1099 | Desc |
| Amt | $304 | Amt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (3 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|
| INVESTMENT ADVISORY FEES | $12,788 | $12,788 |
| CUSTODY FEES | $643 | $643 |
| FEES | $30 | $30 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | FOREIGN TAXES WITHHELD | CategoryTxt |
| Amt | $474 | Amt |
| Net Investment Income | $474 | NetInvestmentIncomeAmt |