CREAM HILL FOUNDATION: Form 990PF, tax year 2017
View the entire original 990 at ProPublica ↗
- Organization
- CREAM HILL FOUNDATION (EIN 13-4148381)
- Tax period
- 2017-01-01 to 2017-12-31
- Filed
- 2018-06-05
- IRS object ID
- 201811569349100401
- Schema version
- 2017v2.3
- 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 Expenses Schedule
- Other Income Schedule2
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2018-06-05T07:34:47-05:00 | ReturnTs |
| Tax Period End | 2017-12-31 | 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 | 2017-01-01 | 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 | 2018-05-24 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | BRIAN A RIDER | PreparerPersonNm |
| PTIN | P00129647 | PTIN |
| Phone | 3175823000 | PhoneNum |
| Preparation | 2018-05-24 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2017 | 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 | $1,539,780 | 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 | $709 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $702 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $15,515 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $15,515 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $27,309 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $152,785 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $27,309 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $4,100 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $286 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $47,633 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $43,812 | TotalNetInvstIncmAmt |
| Accounting Fees Rev And Expnss | $4,400 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $1,188 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $3,212 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $13,458 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $13,458 | OtherProfFeesNetInvstIncmAmt |
| Interest Rev And Expnss | $10 | InterestRevAndExpnssAmt |
| Interest Net Invst Incm | $4 | InterestNetInvstIncmAmt |
| Taxes Rev And Expnss | $669 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $669 | TaxesNetInvstIncmAmt |
| Other Expenses Rev And Expnss | $4,145 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $28 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $303 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $22,682 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $15,347 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $3,515 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $50,000 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $50,000 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $72,682 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $15,347 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $53,515 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$25,049 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $28,465 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $273,128 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $229,901 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $229,901 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $880,156 | CorporateStockBOYAmt |
| Corporate Stock EOY | $874,813 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $1,218,102 | CorporateStockEOYFMVAmt |
| Other Investments BOY | $35,435 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $58,956 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $91,777 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $1,188,719 | TotalAssetsBOYAmt |
| Total Assets EOY | $1,163,670 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $1,539,780 | TotalAssetsEOYFMVAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow SFAS117 | Yes (X) | OrgDoesNotFollowSFAS117Ind |
| Retained Earning BOY | $1,188,719 | RetainedEarningBOYAmt |
| Retained Earning EOY | $1,163,670 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $1,188,719 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $1,163,670 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $1,188,719 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $1,163,670 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $1,188,719 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$25,049 | ExcessRevenueOverExpensesAmt |
| Subtotal | $1,163,670 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $1,163,670 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (5 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|
| STATE STREET BANK & TRUST CO. | P | $7 | $9 | -$2 | -$2 |
| STATE STREET BANK & TRUST CO. | P | $151,863 | $125,465 | $26,398 | $26,398 |
| APOLLO GLOBAL MANAGEMENT | P | $1 | -$1 | -$1 | |
| APOLLO GLOBAL MANAGEMENT | P | $915 | $915 | $915 | |
| APOLLO GLOBAL MANAGEMENT | P | $1 | -$1 | -$1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $27,309 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | false | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $36,272 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $1,361,667 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.026638 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $78,009 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $1,451,088 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.053759 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $85,489 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $1,587,764 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.053842 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $77,248 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $969,694 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.079662 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $54,983 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $1,455,730 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.037770 | DistributionYr5Rt |
| Total Distribution | 0.251671 | TotalDistributionRt |
| Average Distribution | 0.050334 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $1,450,024 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $72,986 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $285 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $73,271 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $53,515 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $569 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $569 | SubtotalAmt |
| Tax Based On Investment Income | $569 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $4,588 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $4,588 | TotalPaymentsAndCreditsAmt |
| Overpayment | $4,019 | OverpaymentAmt |
| Applied To ES Tax | $4,019 | 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 | Yes (true) | UnrelatedBusIncmOverLimitInd |
| Form990 T Filed | Yes (true) | Form990TFiledInd |
| 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 |
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 | $1,155,826 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $251,515 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $64,765 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $1,472,106 | TotalFMVOfUnusedAssetsAmt |
| Adjusted Total FMV Of Unused Ast | $1,472,106 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $22,082 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $1,450,024 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $72,501 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $72,501 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $569 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $569 | TotalTaxAmt |
| Distributable Before Adj | $71,932 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $71,932 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $71,932 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $53,515 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $53,515 | QualifyingDistributionsAmt |
| Adjusted Qualifying Distri | $53,515 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $71,932 | DistributableAsAdjustedAmt |
| Excess Distribution Cyov Yr4 | $4,592 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $6,101 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $5,514 | ExcessDistributionCyovYr2Amt |
| Total Excess Distribution Cyov | $16,207 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $53,515 | QualifyingDistributionsAmt |
| Applied To Current Year | $53,515 | AppliedToCurrentYearAmt |
| Excess Distri Cyov App CY Corpus | $16,207 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $16,207 | ExcessDistributionCyovAppCYAmt |
| Undistributed Income CY | $2,210 | 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 (32 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 | $500 | |
| NOISE POLLUTION CLEARINGHOUSE | ||||||||
| PO BOX 1137 | MONTPELIER | VT | 056011137 | NONE | PC | CHARITABLE | $2,500 | |
| MIDDLEBURY COLLEGE | ||||||||
| MIDDLEBURY COLLEGE | MIDDLEBURY | VT | 05753 | NONE | PC | CHARITABLE | $2,500 | |
| INDIAN MOUNTAIN SCHOOL | ||||||||
| 211 INDIAN MOUNTAIN RD | LAKEVILLE | CT | 06039 | NONE | PC | CHARITABLE | $500 | |
| SPEAK UP AFRICA | ||||||||
| UNKNOWN | NEW YORK | NY | 10001 | NONE | PC | CHARITABLE | $500 | |
| MIDDLEBURY COLLEGE | ||||||||
| MIDDLEBURY COLLEGE | MIDDLEBURY | VT | 05753 | NONE | PC | CHARITABLE | $2,500 | |
| THE FESSENDEN SCHOOL | ||||||||
| 250 WALTHAM STREET | WEST NEWTON | MA | 02465 | NONE | PC | CHARITABLE | $2,000 | |
| THE GEORGE SCHOOL | ||||||||
| 1690 NEWTOWN LANGHORNE RD | NEWTOWN | PA | 189402414 | NONE | PC | CHARITABLE | $2,000 | |
| MARCIANA LIBRARY | ||||||||
| UNKNOWN | GARDEN CITY | NY | 11040 | NONE | PC | CHARITABLE | $2,000 | |
| VASSAR COLLEGE | ||||||||
| 124 RAYMOND AVENUE | POUGHKEEPSIE | NY | 12604 | NONE | PC | CHARITABLE | $2,000 | |
| VERMONT PUBLIC RADIO | ||||||||
| 365 TROY AVENUE | COLCHESTER | VT | 05446 | NONE | PC | CHARITABLE | $2,000 | |
| UNION OF CONCERNED SCIENTISTS | ||||||||
| 2 BRATTLE SQUARE | CAMBRIDGE | MA | 021383780 | NONE | PC | CHARITABLE | $2,000 | |
| GOLDSTON MIME FOUNDATION | ||||||||
| UNKNOWN | NEW YORK | NY | 10001 | NONE | PC | CHARITABLE | $2,000 | |
| FRACTURED ATLAS (HILLARY BRADLEY) | ||||||||
| 248 WEST 35TH ST | NEW YORK | NY | 10001 | NONE | PC | CHARITABLE | $2,000 | 10TH FLOOR |
| FRACTURED ATLAS (THEATER SPEAK) | ||||||||
| 248 WEST 35TH ST | NEW YORK | NY | 10001 | NONE | PC | CHARITABLE | $2,000 | 10TH FLOOR |
| THE BARROW GROUP | ||||||||
| 312 WEST 36TH STREET | NEW YORK | NY | 10018 | NONE | PC | CHARITABLE | $2,000 | 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 | |
| MARCIANA LIBRARY | ||||||||
| UNKNOWN | GARDEN CITY | NY | 11040 | NONE | PC | CHARITABLE | $1,000 | |
| KOPEYIA GHANA SCHOOL FUND | ||||||||
| UNKNOWN | TEANECK | NJ | 07666 | NONE | PC | CHARITABLE | $500 | |
| HIGH POINT UNIVERSITY | ||||||||
| ONE UNIVERSITY PARKWAY | HIGH POINT | NC | 27268 | NONE | PC | CHARITABLE | $1,000 | |
| PARTNERS IN HEALTH | ||||||||
| 800 BOYLSTON STREET | BOSTON | MA | 02199 | NONE | PC | CHARITABLE | $3,000 | SUITE 300 |
| PULLIAM SCHOOL FOR JOURNALISM | ||||||||
| FAIRBANKS CENTER | INDIANAPOLIS | IN | 46208 | NONE | PC | CHARITABLE | $3,000 | ROOM 118 |
| WASHINGTON TOWNSHIP LITTLE LEAGUE | ||||||||
| PO BOX 40493 | INDIANAPOLIS | IN | 46240 | NONE | PC | CHARITABLE | $500 | |
| CTR FOR COMMERCIAL-FREE CHILDHOOD | ||||||||
| 89 SOUTH STREET | BOSTON | MA | 02111 | NONE | PC | CHARITABLE | $1,000 | SUITE 403 |
| MUSLIM ALLIANCE OF INDIANA | ||||||||
| 1100 W 42ND STREET | INDIANAPOLIS | IN | 46208 | NONE | PC | CHARITABLE | $500 | SUITE 125 |
| PARK TUDOR | ||||||||
| 7200 NORTH COLLEGE AVE | INDIANAPOLIS | IN | 46240 | NONE | PC | CHARITABLE | $3,000 | |
| OPEN DOOR SHELTER | ||||||||
| 4 MERRITT STREET | NORWALK | CT | 06854 | NONE | PC | CHARITABLE | $1,000 | |
| DUKE UNIVERSITY | ||||||||
| 2138 CAMPUS DRIVE | DURHAM | NC | 27708 | NONE | PC | CHARITABLE | $2,500 | |
| FIRST BAPTIST ATHLETICS | ||||||||
| 8600 N COLLEGE AVENUE | INDIANAPOLIS | IN | 46240 | NONE | PC | CHARITABLE | $500 | |
| 350ORG | ||||||||
| 20 JAY STREET SUITE 732 | BROOKLYN | NY | 11201 | NONE | PC | CHARITABLE | $500 | |
| EVERGREEN REVIEW | ||||||||
| UNKNOWN | NEW YORK | NY | 10001 | NONE | PC | CHARITABLE | $500 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $50,000 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business | 900099 | BusinessCd |
| Unrelated Business Taxbl Incm | $7 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | 14 | ExclusionCd |
| Exclusion | $702 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $15,515 | ExclusionAmt |
Other Investment Incm Part VII OtherInvestmentIncmPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business | 900099 | BusinessCd |
| Unrelated Business Taxbl Incm | $3,814 | UnrelatedBusinessTaxblIncmAmt |
| Related Or Exempt Function Incm | $286 | RelatedOrExemptFunctionIncmAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $26,396 | ExclusionAmt |
| Related Or Exempt Function Incm | $913 | RelatedOrExemptFunctionIncmAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $3,821 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $42,613 | ExclusionAmt |
| Related Or Exempt Function Incm | $1,199 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $47,633 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | false | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | false | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | false | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | false | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | false | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | false | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | false | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | false | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | false | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | false | RelationshipsNonchrtblEOInd |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | TAX RETURN PREP & CONSULTING | CategoryTxt |
| Amt | $4,400 | Amt |
| Net Investment Income | $1,188 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $3,212 | DisbursementsCharitablePrpsAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (31 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| ABBOTT LABORATORIES | $47,868 | $77,044 |
| AGROFRESH SOLUTIONS INC | ||
| ALPHABET, INC. | $29,900 | $52,320 |
| AMERICAN EXPRESS | $26,084 | $34,758 |
| ARMSTRONG WORLD INDUSTRIES | $26,286 | $38,752 |
| BAXTER INTERNATIONAL | $36,505 | $64,640 |
| BOULEVARD ACQUISITION CORP. | ||
| CELGENE CORP. | $11,556 | $146,104 |
| CENTURYLINK INC. | $25,553 | $22,034 |
| DELL TECHNOLOGIES | $7,410 | $12,761 |
| DOVER CORP. | ||
| FLUOR CORP. | $46,585 | $46,485 |
| GILEAD SCIENCES INC. | $24,650 | $20,059 |
| JP MORGAN CHASE & CO. | $42,026 | $69,511 |
| LABORATORY CORP. OF AMERICA HLDGS | $43,436 | $63,804 |
| LEUCADIA NATIONAL CORP. | $77,300 | $76,821 |
| LEVEL 3 COMMUNICATION INC. | ||
| MATADOR RESOURCES CO. | $38,728 | $52,921 |
| MEAD JOHNSON NUTRITION CO. | ||
| MICROSOFT CORP. | $39,308 | $76,986 |
| QUALCOMM INC. | $72,974 | $67,221 |
| US BANCORP | $7,977 | $10,716 |
| WABTEC CORP. | $26,251 | $28,501 |
| ENSTAR GROUP LTD. | $33,888 | $50,188 |
| LIBERTY GLOBAL PLC | $10,035 | $10,752 |
| NOBLE CORP. | $58,504 | $8,136 |
| RENAISSANCERE HOLDINGS LTD | ||
| ANHEUSER BUSCH INBEV | $14,545 | $16,734 |
| BROOKFIELD ASSET MGMT | $55,234 | $104,496 |
| CHICAGO BRIDGE & IRON | $47,909 | $42,771 |
| SCHLUMBERGER LTD. | $24,301 | $23,587 |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (2 entries)
| Category Or ItemCategoryOrItemTxt | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| APOLLO GLOBAL MANAGEMENT LLC | $34,482 | $65,267 |
| ENTERPRISE PRODUCTS PTRS. LP | $24,474 | $26,510 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (6 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|---|
| EXPENSES | |||
| NYS FILING FEE | $250 | $250 | |
| EXPENSES THRU APOLLO GLOBAL K | $12 | $12 | |
| WIRE FEES | $15 | $15 | |
| ENTERPRISE PRODUCTS PTRS LOSS | $3,814 | ||
| BANK CHARGE | $54 | $38 | $16 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail (4 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|
| ENTERPRISE PROD PTRS 1231 G/L | -$42 | -$42 |
| APOLLO GLOBAL MANAGEMENT | $328 | $328 |
| ENTERPRISE PROD PTRS. | $2,295 | |
| ENTERPRISE LOSS N/D | $1,519 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | INVESTMENT ADVISORY FEES | CategoryTxt |
| Amt | $13,458 | Amt |
| Net Investment Income | $13,458 | NetInvestmentIncomeAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | FOREIGN TAXES WITHHELD | CategoryTxt |
| Amt | $669 | Amt |
| Net Investment Income | $669 | NetInvestmentIncomeAmt |