2014-05-15T12:49:26-05:00 2013-06-30 352123203 KSM BUSINESS SERVICES INC PO BOX 40857 INDIANAPOLIS IN 462400857 990 2012-07-01 237087103 PARK TUDOR TRUST PARK 3174152700 7200 NORTH COLLEGE AVENUE INDIANAPOLIS IN 46240 MARY CASSIDY 3174152700 2014-05-13 1 SCOTT A SCHUSTER P00019243 3175802000 2014-05-13 2012 2015-11-30 17:44:51Z THOMAS W GREIN 7200 NORTH COLLEGE AVENUE INDIANAPOLIS IN 46240 14941967 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 15000 0 0 0 786429 1812122 -26732 -34036 774697 1778086 6775728 4339303 0 0 0 0 0 0 0 346772 295085 7122500 4634388 -6347803 -2856302 73287587 75557018 1437018 1079021 71850569 74477997 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 4615812 4339303 TO SUPPORT THE OPERATIONS OF PARK TUDOR FOUNDATION. 4615812 1 0 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 1.00 X X 0 0 0 JEFFREY S COHEN 1.00 X 0 0 0 WILLIAM L ELDER JR 1.00 X 0 0 0 THOMAS E REILLY JR 1.00 X 0 0 0 SHARON SULLIVAN 1.00 X 0 0 0 LEO SKIP WATSON JR 1.00 X 0 0 0 ANGELA BRALY 1.00 X 0 0 0 JOE DEVITO 1.00 X 0 0 0 CHRISTIE KELLY 1.00 X 0 0 0 MARY CASSIDY 1.00 X 0 143793 12176 0 143793 12176 0 0 1 0 CAMBRIDGE ASSOCIATES LLC 100 SUMMER STREET BOSTON MA 02110 TRUSTEE FEES 200000 1 896615 896615 16643 50679 -34036 -34036 -34036 14028709 13113202 915507 915507 915507 1778086 0 0 1778086 4339303 4339303 276509 276509 18378 18378 ADMINISTRATIVE EXPENSES 198 198 4634388 4615812 18576 0 4228637 5764052 4798677 26466 4704704 4772211 21468378 23229535 42885868 41791220 73287587 75557018 1618 1618 1435400 1077403 1437018 1079021 X 62599181 64410946 9251388 10067051 71850569 74477997 73287587 75557018 X -2856302 4820526 663204 X X 0 1 X 1 0 X X 0 0 0 PARK TUDOR FOUNDATION INC 350909976 LINE 2 1 1 1 4339303 1 4339303 72763645 264663 6797254 4712256 75113306 82084886 833343 -3437683 6716901 72763645 75744390 2739978 11316472 7715954 82084886 72451090 2745549 5534674 4986923 75744390 93314359 332578 -15561693 5634154 72451090 0.86000 0.14000 0.00000 0 0 4081929 4081929 716748 26466 690282 4772211 REAL ASSETS 4388777 F ALTERNATIVE INVESTMENTS 28928971 F DEBT SECURITIES 8473472 F 41791220 DUE TO PARK TUDOR FOUNDATION 1077403 1077403 X 6649291 4820526 50679 4871205 1778086 0 1778086 4685067 50679 50679 4634388 0 4634388 DESCRIPTION OF INTENDED USE OF ENDOWMENT FUNDS: PART V, LINE 4: TO SUPPORT PARK TUDOR FOUNDATION DESCRIPTION OF UNCERTAIN TAX POSITIONS UNDER FIN 48: PART X, LINE 2: THE TRUST IS EXEMPT FROM FEDERAL INCOME TAX UNDER SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE. 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 2013 AND 2012. THE TRUST FILES U.S. FEDERAL AND STATE OF INDIANA TAX RETURNS. THE TRUST IS NO LONGER SUBJECT TO U.S. FEDERAL AND STATE TAX EXAMINATIONS BY TAX AUTHORITIES FOR YEARS BEFORE 2010. PART XI, LINE 2D - OTHER ADJUSTMENTS: RENTAL EXPENSES 50,679. PART XII, LINE 2D - OTHER ADJUSTMENTS: RENTAL EXPENSES 50,679. 1 PARK TUDOR FOUNDATION 7200 NORTH COLLEGE AVENUE INDIANAPOLIS IN 46240 350909976 501(C)(3) 4339303 SUPPORT OF THE OPERATIONS OF PARK TUDOR SCHOOL 1 PROCEDURE FOR MONITORING GRANTS IN THE U.S.: PART I, LINE 2: SCHEDULE I, PART I, LINE 2: GRANTS ARE GIVEN ONLY TO PARK TUDOR SCHOOL, A RELATED ORGANIZATION. DISTRIBUTION AND DISCUSSION OF QUARTERLY REPORTS AT THE TRUST MEETINGS. 0 0 0 0 0 0 0 0 0 MARY CASSIDY 0 132424 0 0 0 11369 0 0 0 12176 0 155969 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. PROCESS FOR MONITORING COMPENSATION FORM 990, PART VI, LINE 15 A/B: COMPENSATION IS NOT PAID FROM THIS ENTITY, THEREFORE NO PROCESS EXISTS FOR MONITORING. CHANGES IN NET ASSETS OR FUND BALANCES: FORM 990, PART XI, LINE 9: TRANSFER OF EQUITY FROM PARK TUDOR FOUNDATION 663,204. OVERSIGHT OF THE AUDIT 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 284057 PARK TUDOR TRUST PT 609 EAST 75TH STREET LLC 7200 NORTH COLLEGE AVENUE INDIANAPOLIS IN 46240 237087103 REAL ESTATE HOLDING COMPANY IN 381358 PARK TUDOR TRUST PT 7450 NORTH COLLEGE LLC 7200 NORTH COLLEGE AVENUE INDIANAPOLIS IN 46240 237087103 REAL ESTATE HOLDING COMPANY IN 288655 PARK TUDOR TRUST PT 7456 NORTH COLLEGE LLC 7200 NORTH COLLEGE AVENUE INDIANAPOLIS IN 46240 237087103 REAL ESTATE HOLDING COMPANY IN 895911 PARK TUDOR TRUST PT 7402 N COLLEGE AVENUE 7200 NORTH COLLEGE AVENUE INDIANAPOLIS IN 46240 237087103 REAL ESTATE HOLDING COMPANY IN 1300000 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 4339303 FMV PARK TUDOR FOUNDATION C 663204 FMV PARK TUDOR FOUNDATION D 1077403 FMV PARK TUDOR FOUNDATION N PARK TUDOR FOUNDATION O