2017-03-29T15:13:46-05:00 2016-06-30 352123203 KSM BUSINESS SERVICES INC PO BOX 40857 INDIANAPOLIS IN 462400857 990 2015-07-01 237087103 PARK TUDOR TRUST PARK 3174152700 7200 NORTH COLLEGE AVENUE INDIANAPOLIS IN 46240 MARY CASSIDY ASSISTANT TREASURER 3174152700 2017-03-25 1 SCOTT A SCHUSTER P00019243 3175802000 2017-03-25 2015 2021-01-29 14:40:06Z THOMAS W GREIN 7200 NORTH COLLEGE AVENUE INDIANAPOLIS IN 46240 8810637 0 X HTTP://WWW.PARKTUDOR.ORG X 1970 IN TO PROMOTE AND SUPPORT CHARITABLE, SCIENTIFIC AND EDUCATIONAL ACTIVITIES AND PURPOSES OF PARK TUDOR FOUNDATION IN MARION COUNTY, STATE OF INDIANA, AND SUCH ORGANIZATION OR ORGANIZATIONS AS MAY IN THE FUTURE OWN AND OPERATE AS PARK TUDOR SCHOOL. 9 9 0 10 0 0 59993 68229 0 0 593188 1016122 0 0 653181 1084351 4070165 3955564 0 0 0 0 0 0 0 531698 464309 4601863 4419873 -3948682 -3335522 80186256 76274633 316751 742016 79869505 75532617 TO PROMOTE AND SUPPORT CHARITABLE, SCIENTIFIC AND EDUCATIONAL ACTIVITIES AND PURPOSES OF PARK TUDOR FOUNDATION IN MARION COUNTY, STATE OF INDIANA, AND SUCH ORGANIZATION OR ORGANIZATIONS AS MAY IN THE FUTURE OWN AND OPERATE AS PARK TUDOR SCHOOL. 0 0 4219214 3955564 TO SUPPORT THE OPERATIONS OF PARK TUDOR FOUNDATION. 4219214 1 1 0 0 0 0 0 0 0 1 1 1 0 0 1 1 0 1 0 0 0 0 0 0 0 0 0 1 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 X 9 9 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 0 0 0 0 0 IN X MARY CASSIDY 3174152700 7200 NORTH COLLEGE AVENUE INDIANAPOLIS IN 46240 THOMAS W GREIN CHAIR 1.00 X X 0 0 0 DON AQUILANO TRUSTEE 1.00 X 0 0 0 MICHAEL SMITH JR TRUSTEE 1.00 X 0 0 0 JOE DEVITO TRUSTEE 1.00 X 0 0 0 FRED FEHSENFELD TRUSTEE 1.00 X 0 0 0 CHRISTIE KELLY TRUSTEE 1.00 X 0 0 0 PHILIP LARMAN TRUSTEE 1.00 X 0 0 0 NICK LEMEN TRUSTEE 1.00 X 0 0 0 GENE ZINK TRUSTEE 1.00 X 0 0 0 MARY CASSIDY ASSISTANT TREASURER 1.00 40.00 X 0 149906 13543 0 149906 13543 0 0 1 0 CAMBRIDGE ASSOCIATES LLC 100 SUMMER STREET BOSTON MA 02110 TRUSTEE FEES 200000 1 68229 68229 989176 989176 7753232 7726286 26946 26946 26946 1084351 0 0 1016122 3955564 3955564 18512 18512 263650 263650 20876 20876 ADMINISTRATIVE EXPENSES 161271 161271 4419873 4219214 200659 0 1380683 3003569 9517 30998 4396165 86270 4330771 4309895 23216468 21163507 51248817 47711330 0 55334 80186256 76274633 316751 742016 316751 742016 X 67413940 62953815 2228514 1932097 10227051 10646705 79869505 75532617 80186256 76274633 X -3335522 -2898180 1896814 X X 0 1 X 1 0 X X 1 PARK TUDOR FOUNDATION INC 350909976 2 1 3955564 0 1 3955564 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 0 79869505 1965128 -1882143 4419873 75532617 84107603 889108 -525343 4601863 79869505 75113306 2281353 13396052 6683108 84107603 72763645 264663 6797254 4712256 75113306 82084886 833343 -3437683 6716901 72763645 0.83000 0.14000 0.03000 0 0 3619681 3619681 776484 86270 690214 4309895 REAL ASSETS 4116382 F ALTERNATIVE INVESTMENTS 34510095 F DEBT SECURITIES 9084853 F 47711330 DUE TO PARK TUDOR FOUNDATION 742016 742016 X -1813829 -2898180 -2898180 1084351 0 1084351 4419873 0 4419873 0 4419873 PART V, LINE 4: TO SUPPORT PARK TUDOR FOUNDATION PART X, LINE 2: THE TRUST IS EXEMPT FROM FEDERAL INCOME TAX UNDER SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE AND FROM STATE INCOME TAXES UNDER A CORRESPONDING STATE TAX LAW. THEREFORE, NO PROVISION OR LIABILITY FOR INCOME TAXES HAS BEEN INCLUDED IN THE CONSOLIDATED FINANCIAL STATEMENTS. IN ADDITION, THE TRUST HAS BEEN DETERMINED BY THE INTERNAL REVENUE SERVICE NOT TO BE A PRIVATE FOUNDATION WITHIN THE MEANING OF SECTION 509(A) OF THE INTERNAL REVENUE CODE. THERE WAS NO UNRELATED BUSINESS INCOME IN FISCAL YEARS 2016 AND 2015. THE TRUST FILES U.S. FEDERAL AND STATE OF INDIANA INFORMATION TAX RETURNS. THE TRUST IS NO LONGER SUBJECT TO U.S. FEDERAL AND STATE TAX EXAMINATIONS BY TAX AUTHORITIES FOR FISCAL YEARS BEFORE 2013. 1 PARK TUDOR FOUNDATION 7200 NORTH COLLEGE AVENUE INDIANAPOLIS IN 46240 350909976 501(C)(3) 3955564 SUPPORT OF THE OPERATIONS OF PARK TUDOR SCHOOL 1 PART I, LINE 2: GRANTS ARE GIVEN ONLY TO PARK TUDOR SCHOOL, A RELATED ORGANIZATION. GRANT FUND MONITORING IS ACCOMPLISHED BY DISTRIBUTION AND DISCUSSION OF QUARTERLY REPORTS AT THE TRUST MEETINGS. 0 0 0 0 0 0 0 0 0 MARY CASSIDY ASSISTANT TREASURER 0 143293 0 6000 0 613 0 11461 0 2082 0 163449 0 0 FORM 990, PART VI, SECTION B, LINE 11 THE RETURN IS REVIEWED BY THE ASSISTANT TREASURER AND SUBMITTED TO THE CHAIR OF THE BOARD OF TRUSTEES FOR REVIEW BEFORE FILING. THE REMAINING TRUST MEMBERS WILL SEE A COPY OF THE RETURN BEFORE IT IS FILED. FORM 990, PART VI, SECTION B, LINE 12C THE CONFLICT OF INTEREST POLICY IS UPDATED AND SIGNED ANNUALLY BY EACH TRUSTEE MEMBER. FORM 990, PART VI, SECTION C, LINE 19 THE DOCUMENTS ARE AVAILABLE UPON REQUEST. FORM 990, PART VI, LINE 15 A/B: COMPENSATION IS NOT PAID FROM THIS ENTITY, THEREFORE NO PROCESS EXISTS FOR MONITORING. FORM 990, PART XI, LINE 9: TRANSFER OF EQUITY FROM PARK TUDOR FOUNDATION 1,896,814. FORM 990, PART XII, LINE 2C: THERE HAS BEEN NO CHANGE IN THE PROCESS FROM THE PRIOR YEAR. PT 601 EAST 75TH STREET LLC 7200 NORTH COLLEGE AVENUE INDIANAPOLIS IN 46240 237087103 REAL ESTATE HOLDING COMPANY IN PARK TUDOR TRUST PT 609 EAST 75TH STREET LLC 7200 NORTH COLLEGE AVENUE INDIANAPOLIS IN 46240 237087103 REAL ESTATE HOLDING COMPANY IN PARK TUDOR TRUST PT 7450 NORTH COLLEGE LLC 7200 NORTH COLLEGE AVENUE INDIANAPOLIS IN 46240 237087103 REAL ESTATE HOLDING COMPANY IN PARK TUDOR TRUST PT 7456 NORTH COLLEGE LLC 7200 NORTH COLLEGE AVENUE INDIANAPOLIS IN 46240 237087103 REAL ESTATE HOLDING COMPANY IN PARK TUDOR TRUST PARK TUDOR FOUNDATION 7200 NORTH COLLEGE AVENUE INDIANAPOLIS IN 46240 350909976 OPERATE PARK TUDOR SCHOOL IN 501(C)(3) SCHOOL N/A 0 0 1 1 1 0 0 0 0 0 0 0 0 0 1 1 0 0 0 0 PARK TUDOR FOUNDATION B 3955564 FMV PARK TUDOR FOUNDATION C 1896814 FMV PARK TUDOR FOUNDATION D 742016 FMV PARK TUDOR FOUNDATION N PARK TUDOR FOUNDATION O