CREAM HILL FOUNDATION: Form 990PF, tax year 2018
View the entire original 990 at ProPublica ↗
- Organization
- CREAM HILL FOUNDATION (EIN 13-4148381)
- Tax period
- 2018-01-01 to 2018-12-31
- Filed
- 2019-05-09
- IRS object ID
- 201941299349101544
- Schema version
- 2018v3.1
- 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 Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2019-05-09T13:02:00-05:00 | ReturnTs |
| Tax Period End | 2018-12-31 | 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 | 2018-01-01 | 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 | 2019-05-08 | SignatureDt |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | BRIAN A RIDER | PreparerPersonNm |
| PTIN | P00129647 | PTIN |
| Phone | 3175823000 | PhoneNum |
| Preparation | 2019-05-08 | 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 | 2019-05-08 | IPDt |
| IP Tm | 15:29:05 | 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 | 2018 | TaxYr |
| Build TS | 2019-02-21 02:37:17Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $1,262,097 | 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 | $638 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $638 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $22,955 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $22,955 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | -$80,340 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $111,429 | GrossSalesPriceAmt |
| Other Income Rev And Expnss | $607 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $607 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | -$56,140 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $24,200 | TotalNetInvstIncmAmt |
| Accounting Fees Rev And Expnss | $2,500 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $675 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $1,825 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $14,805 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $14,805 | OtherProfFeesNetInvstIncmAmt |
| Taxes Rev And Expnss | $668 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $668 | TaxesNetInvstIncmAmt |
| Other Expenses Rev And Expnss | $2,683 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $87 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $303 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $20,656 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $16,235 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $2,128 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $74,500 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $74,500 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $95,156 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $16,235 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $76,628 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$151,296 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $7,965 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $229,901 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $205,714 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $205,714 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $874,813 | CorporateStockBOYAmt |
| Corporate Stock EOY | $751,804 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $983,940 | CorporateStockEOYFMVAmt |
| Other Investments BOY | $58,956 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $52,442 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $72,443 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $1,163,670 | TotalAssetsBOYAmt |
| Total Assets EOY | $1,009,960 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $1,262,097 | TotalAssetsEOYFMVAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow SFAS117 | Yes (X) | OrgDoesNotFollowSFAS117Ind |
| Retained Earning BOY | $1,163,670 | RetainedEarningBOYAmt |
| Retained Earning EOY | $1,009,960 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $1,163,670 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $1,009,960 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $1,163,670 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $1,009,960 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $1,163,670 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$151,296 | ExcessRevenueOverExpensesAmt |
| Subtotal | $1,012,374 | SubtotalAmt |
| Other Decreases | $2,414 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $1,009,960 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (4 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|---|
| MCDERMOTT INTL INC | P | 2017-05-19 | 2018-05-16 | $17 | $20 | -$3 | -$3 |
| STATE STREET BANK & TRUST | P | $96,413 | $183,693 | -$87,280 | -$87,280 | ||
| DELL TECHNOLOGIES INC | P | 2018-10-16 | $14,998 | $7,410 | $7,588 | $7,588 | |
| APOLLO GLOBAL MANAGEMENT LLC | P | $646 | -$646 | -$646 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | -$80,341 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | false | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $53,515 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $1,450,024 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.036906 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $36,272 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $1,361,667 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.026638 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $78,009 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $1,451,088 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.053759 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $85,489 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $1,587,764 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.053842 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $77,248 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $969,694 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.079662 | DistributionYr5Rt |
| Total Distribution | 0.250807 | TotalDistributionRt |
| Average Distribution | 0.050161 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $1,379,432 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $69,194 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $80 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $69,274 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $76,628 | 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 | $80 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $80 | SubtotalAmt |
| Tax Based On Investment Income | $80 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $4,019 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $4,019 | TotalPaymentsAndCreditsAmt |
| Overpayment | $3,939 | OverpaymentAmt |
| Applied To ES Tax | $3,939 | 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 | 2.00 | $0 | $0 | $0 |
| HENRY G LABALME | ||||||||
| C/O RIDER KENLEY ASSOCIATES | INDIANAPOLIS | IN | 46280 | TRUSTEE | 2.00 | $0 | $0 | $0 |
| LISA L OSTERLAND | ||||||||
| C/O RIDER KENLEY ASSOCIATES | INDIANAPOLIS | IN | 46280 | TRUSTEE | 2.00 | $0 | $0 | $0 |
| VICTORIA A LABALME | ||||||||
| C/O RIDER KENLEY ASSOCIATES | INDIANAPOLIS | IN | 46280 | TRUSTEE | 2.00 | $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 | $1,101,021 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $217,308 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $82,110 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $1,400,439 | TotalFMVOfUnusedAssetsAmt |
| Adjusted Total FMV Of Unused Ast | $1,400,439 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $21,007 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $1,379,432 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $68,972 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $68,972 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $80 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $80 | TotalTaxAmt |
| Distributable Before Adj | $68,892 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $68,892 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $68,892 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $76,628 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $76,628 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $80 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $76,548 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $68,892 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $2,210 | UndistributedIncomePYAmt |
| Qualifying Distributions | $76,628 | QualifyingDistributionsAmt |
| Applied To Year1 | $2,210 | AppliedToYear1Amt |
| Applied To Current Year | $68,892 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $5,526 | RemainingDistriFromCorpusAmt |
| Total Corpus | $5,526 | TotalCorpusAmt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov To Next Yr | $5,526 | ExcessDistriCyovToNextYrAmt |
| Excess From Current Year | $5,526 | 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 (43 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line2RecipientUSAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|---|---|
| INDIAN MOUNTAIN SCHOOL | ||||||||
| 211 INDIAN MOUNTAIN RD | LAKEVILLE | CT | 06039 | NONE | PC | CHARITABLE | $10,000 | |
| NOISE POLLUTION CLEARINGHOUSE | ||||||||
| 104 MAIN STREET | MONTPELIER | VT | 05602 | NONE | PC | CHARITABLE | $1,000 | NUMBER 2 |
| INDIAN MOUNTAIN SCHOOL | ||||||||
| 211 INDIAN MOUNTAIN RD | LAKEVILLE | CT | 06039 | NONE | PC | CHARITABLE | $2,000 | |
| THE FESSENDEN SCHOOL | ||||||||
| 250 WALTHAM STREET | NEWTON | MA | 02465 | NONE | PC | CHARITABLE | $2,000 | |
| MARCIANA LIBRARY | ||||||||
| 194 WHITEHALL BLVD | GARDEN CITY | NY | 11530 | NONE | PC | CHARITABLE | $2,000 | |
| VERMONT PUBLIC RADIO | ||||||||
| 365 TROY AVENUE | COLCHESTER | VT | 05446 | NONE | PC | CHARITABLE | $2,000 | |
| GOLDSTON MIME FOUNDATION | ||||||||
| PO BOX 974 | NEW YORK CITY | NY | 10113 | NONE | PC | CHARITABLE | $2,000 | |
| FRACTURED ATLAS (HILLARY BRADLEY) | ||||||||
| 248 WEST 35TH ST | NEW YORK | NY | 10001 | NONE | PC | CHARITABLE | $2,000 | |
| FRACTURED ATLAS (THEATER SPEAK) | ||||||||
| 248 WEST 35TH ST | NEW YORK | NY | 10001 | NONE | PC | CHARITABLE | $2,000 | |
| THE BARROW GROUP | ||||||||
| 312 WEST 36TH STREET | NEW YORK | NY | 10018 | NONE | PC | CHARITABLE | $2,500 | 3RD FLOOR |
| DIXON PLACE | ||||||||
| 161A CHRYSTIE STREET | NEW YORK | NY | 10002 | NONE | PC | CHARITABLE | $1,500 | |
| THE FIELD | ||||||||
| 75 MAIDEN LANE SUITE 906 | NEW YORK | NY | 10038 | NONE | PC | CHARITABLE | $1,000 | |
| KOPEYIA GHANA SCHOOL FUND | ||||||||
| 756 QUEEN ANNE ROAD | TEANECK | NJ | 07666 | NONE | PC | CHARITABLE | $750 | |
| PARTNERS IN HEALTH | ||||||||
| 800 BOYLSTON STREET | BOSTON | MA | 02199 | NONE | CHARITABLE | $3,500 | SUITE 300 | |
| PULLIAM SCHOOL OF JOURNALISM | ||||||||
| 101 BRANIGIN BLVD | FRANKLIN | IN | 46131 | NONE | PC | CHARITABLE | $3,500 | |
| WASHINGTON TOWNSHIP LITTLE LEAGUE | ||||||||
| 1499 WESTLANE ROAD | INDIANAPOLIS | IN | 46260 | NONE | PC | CHARITABLE | $500 | |
| CCFC | ||||||||
| 89 SOUTH STREET | BOSTON | MA | 02111 | NONE | PC | CHARITABLE | $500 | SUITE 403 |
| DUKE UNIVERSITY PROJECT WILD | ||||||||
| 1400 W MAIN STREET | DURHAM | NC | 27708 | NONE | PC | CHARITABLE | $500 | SOUTHGATE HALL |
| 350ORG | ||||||||
| 20 JAY STREET SUITE 732 | BROOKLYN | NY | 11201 | NONE | PC | CHARITABLE | $750 | |
| THE BREARLEY SCHOOL | ||||||||
| 610 E 83RD STREET | NEW YORK | NY | 10028 | NONE | CHARITABLE | $500 | ||
| THE CHRONICLE | ||||||||
| DEVELOPMENT DEPT - DUKE U | DURHAM | NC | 27708 | NONE | CHARITABLE | $500 | 1517 HULL AVE/BOX 90858 | |
| WOMEN 4 CHANGE | ||||||||
| 1100 W 42ND STREET | INDIANAPOLIS | IN | 46208 | NONE | CHARITABLE | $500 | SUITE 370 | |
| COMMITTEE TO PROTECT JOURNALISTS | ||||||||
| 300 7TH AVENUE | NEW YORK | NY | 10001 | NONE | CHARITABLE | $500 | 11TH FLOOR | |
| DAVIDSON COLLEGE | ||||||||
| 405 N MAIN STREET | DAVIDSON | NC | 28035 | NONE | CHARITABLE | $500 | ||
| INDIANAPOLIS ART CENTER | ||||||||
| 820 E 67TH STREET | INDIANAPOLIS | IN | 46220 | NONE | CHARITABLE | $500 | ||
| ACLU OF INDIANA | ||||||||
| 1031 E WASHINGTON STREET | INDIANAPOLIS | IN | 46202 | NONE | CHARITABLE | $750 | ||
| FIRST BAPTIST ATHLETICS | ||||||||
| 8600 N COLLEGE AVE | INDIANAPOLIS | IN | 46240 | NONE | CHARITABLE | $1,000 | ||
| PARK TUDOR SCHOOL | ||||||||
| 7200 N COLLEGE AVE | INDIANAPOLIS | IN | 46240 | NONE | CHARITABLE | $3,000 | ||
| DUKE UNIVERSITY | ||||||||
| 2127 CAMPUS DRIVE | DURHAM | NC | 27708 | NONE | CHARITABLE | $3,000 | ||
| THE HOTCHKISS SCHOOL | ||||||||
| 11 INTERLAKEN ROAD | LAKEVILLE | CT | 06039 | NONE | CHARITABLE | $1,000 | ||
| VERMONT INST OF NATURAL SCIENCE | ||||||||
| 149 NATURES WAY | QUECHEE | VT | 05059 | NONE | CHARITABLE | $2,750 | ||
| UNION OF CONCERNED SCIENTISTS | ||||||||
| 1 N LASALLE STREET | CHICAGO | IL | 60602 | NONE | CHARITABLE | $3,000 | NUMBER 1904 | |
| INT'L DARK-SKY ASSOCIATION | ||||||||
| 3223 NORTH FIRST AVE | TUCSON | AZ | 85719 | NONE | CHARITABLE | $2,000 | ||
| THE BREWERS FUND | ||||||||
| VASSAR COLLEGE | POUGHKEEPSIE | NY | 12604 | NONE | CHARITABLE | $3,000 | BOX 725 | |
| GEORGE SCHOOL | ||||||||
| 1690 NEWTOWN LANGHORNE RD | NEWTOWN | PA | 189402414 | NONE | CHARITABLE | $2,000 | ||
| CCFC | ||||||||
| 89 SOUTH STREET | BOSTON | MA | 02111 | NONE | CHARITABLE | $1,000 | SUITE 403 | |
| ACCESS CHALLENGE | ||||||||
| 215 PARK AVENUE SOUTH | NEW YORK | NY | 10003 | NONE | CHARITABLE | $1,000 | 11TH FLOOR | |
| GREAT MOUNTAIN FOREST | ||||||||
| 201 WINDROW ROAD | NORFOLK | CT | 06058 | NONE | CHARITABLE | $500 | ||
| MESA REFUGE | ||||||||
| 11 LOS REYES DRIVE | POINT REYES STATION | CA | 94956 | NONE | CHARITABLE | $500 | ||
| NSA FOUNDATION | ||||||||
| 1500 SOUTH PRIEST DRIVE | TEMPE | AZ | 85281 | NONE | CHARITABLE | $1,000 | ||
| THE BREARLEY SCHOOL | ||||||||
| 610 E 83RD STREET | NEW YORK | NY | 10028 | NONE | CHARITABLE | $1,000 | ||
| GENIUS RECOVERY FOUNDATION | ||||||||
| 8888 E RAINTREE DRIVE | SCOTTSDALE | AZ | 85260 | NONE | CHARITABLE | $4,000 | SUITE 120 | |
| NAROPA UNIVERSITY | ||||||||
| 2130 ARAPAHOE AVENUE | BOULDER | CO | 80302 | NONE | CHARITABLE | $1,000 | ||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $74,500 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $638 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $22,955 | ExclusionAmt |
Other Investment Incm Part VII OtherInvestmentIncmPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $6 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business | 900099 | BusinessCd |
| Unrelated Business Taxbl Incm | $1 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | 18 | ExclusionCd |
| Exclusion | -$80,341 | ExclusionAmt |
Other Revenue Described OtherRevenueDescribedGrp (4 entries)
| DescDesc | ExclusionExclusionCd | ExclusionExclusionAmt |
|---|---|---|
| APOLLO - SECTION 951A INCOM | 14 | $75 |
| APOLLO - SUBPART F INCOME | 14 | $418 |
| APOLLO - OTHER INCOME | 14 | $11 |
| APOLLO - OTHER INCOME | 14 | $97 |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $1 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | -$56,141 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | -$56,140 | 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 | $2,500 | Amt |
| Net Investment Income | $675 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $1,825 | DisbursementsCharitablePrpsAmt |
Gain Loss Sale Other Assets Sch GainLossSaleOtherAssetsSch
Gain Loss Sale Other Asset GainLossSaleOtherAssetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Asset | APOLLO GLOBAL MANAGEMENT LLC | AssetDesc |
| How Acquired | PURCHASE | HowAcquiredTxt |
| Gross Sales Price | $1 | GrossSalesPriceAmt |
| Total Net | $1 | TotalNetAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (26 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| ABBOTT LABORATORIES | $47,868 | $97,645 |
| ALPHABET, INC. | $29,900 | $51,781 |
| AMERICAN EXPRESS | $26,084 | $33,362 |
| ARMSTRONG WORLD INDUSTRIES | $26,286 | $37,254 |
| BAXTER INTERNATIONAL | $36,505 | $65,820 |
| CELGENE CORP. | $11,556 | $89,726 |
| CENTURYLINK INC. | $49,365 | $42,041 |
| DELL TECHNOLOGIES | ||
| FLUOR CORP. | $46,585 | $28,980 |
| GILEAD SCIENCES INC. | $24,650 | $17,514 |
| JP MORGAN CHASE & CO. | $42,026 | $63,453 |
| LABORATORY CORP. OF AMERICA HLDGS | $43,436 | $50,544 |
| LEUCADIA NATL CORP/JEFFRIES FINL GRP | ||
| MATADOR RESOURCES CO. | $38,728 | $26,401 |
| MICROSOFT CORP. | $39,308 | $91,413 |
| QUALCOMM INC. | $71,967 | $59,756 |
| US BANCORP | $7,977 | $9,140 |
| WABTEC CORP. | $26,251 | $24,587 |
| ENSTAR GROUP LTD. | $33,888 | $41,893 |
| LIBERTY GLOBAL PLC | $10,035 | $6,402 |
| NOBLE CORP. | ||
| ANHEUSER BUSCH INBEV | $14,545 | $9,872 |
| BROOKFIELD ASSET MGMT | $55,234 | $92,040 |
| CHICAGO BRIDGE & IRON/MCDERMOTT INTL | ||
| SCHLUMBERGER LTD. | $24,301 | $12,628 |
| TEVA PHARM INDS | $45,309 | $31,688 |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (2 entries)
| Category Or ItemCategoryOrItemTxt | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| APOLLO GLOBAL MANAGEMENT LLC | $32,030 | $47,853 |
| ENTERPRISE PRODUCTS PTRS. LP | $20,412 | $24,590 |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail (2 entries)
| DescDesc | AmtAmt |
|---|---|
| ADJ. TO STOCK BASIS | $2,261 |
| DIV ON 1099 RECEIVED IN 2019 | $153 |
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 | |
| EXPENSES THRU APOLLO GLOBAL K | $17 | $16 | |
| WIRE FEES | $15 | $15 | |
| BANK CHARGES | $54 | $38 | $16 |
| ENTERPRISE PRODUCTS 1231 LOSS | $55 | $55 | |
| ENT. PRODUCTS LOSS | $2,291 | ||
| ENT. PRODUCTS. N/D EXP. | $1 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail (5 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|
| APOLLO GLOBAL MANAGEMENT | $6 | $6 |
| APOLLO - SECTION 951A INCOME | $75 | $75 |
| APOLLO - SUBPART F INCOME | $418 | $418 |
| APOLLO - OTHER INCOME | $11 | $11 |
| APOLLO - OTHER INCOME | $97 | $97 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (3 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|
| INVESTMENT ADVISORY FEES | $13,988 | $13,988 |
| CUSTODY FEES | $688 | $688 |
| FEES | $129 | $129 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|
| FOREIGN TAXES WITHHELD | $418 | $418 |
| NY TAXES | $250 | $250 |