2012-05-15T13:04:27-05:00 2011-06-30 KSM BUSINESS SERVICES INC PO BOX 40857 INDIANAPOLIS IN 462400857 990 2010-07-01 237087103 PARK TUDOR TRUST PARK 3174152700 7200 NORTH COLLEGE AVENUE INDIANAPOLIS IN 46240 MARY CASSIDY 3174152700 2012-05-15 1 SCOTT A SCHUSTER 3175802000 2012-05-15 2010 2016-02-24 21:20:13Z THOMAS W GREIN 7200 NORTH COLLEGE AVENUE INDIANAPOLIS IN 46240 35531551 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. 7 7 0 8 0 0 3000 12000 0 0 -2098617 2145910 -13956 -5144 -2109573 2152766 4754019 4845895 0 0 0 0 0 0 0 269688 338836 5023707 5184731 -7133280 -3031965 73918414 82521033 1226108 1405810 72692306 81115223 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 5184094 4845895 0 TO SUPPORT THE OPERATIONS OF PARK TUDOR FOUNDATION. 5184094 1 1 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 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 X 7 7 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 MARY CASSIDY 1.00 X 0 128355 11384 0 128355 11384 0 0 0 0 CAMBRIDGE ASSOCIATES LLC 100 SUMMER STREET BOSTON MA 02110 TRUSTEE FEES 201362 1 12000 12000 778215 778215 6515 11659 -5144 -5144 -5144 34734821 33367126 1367695 1367695 1367695 2152766 0 0 2140766 4845895 4845895 338199 338199 ADMINISTRATIVE EXPENSES 637 637 5184731 5184094 637 0 1766841 6234434 3237329 2402329 3237329 21381084 21454867 48368160 51592192 0 2211 73918414 82521033 1362 58307 1224746 1347503 1226108 1405810 X 68053432 74094919 4638874 7020304 72692306 81115223 73918414 82521033 X -3031965 11454882 X X 0 1 1 X 0 X X 0 0 0 PARK TUDOR FOUNDATION INC 350909976 LINE 2 1 1 1 4845895 1 4845895 RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 75744390 2739978 11316472 7715954 82084886 72451090 2745549 5534674 4986923 75744390 93314359 332578 -15561693 5634154 72451090 0.88000 0.12000 0.00000 0 0 3237329 3237329 3237329 REAL ASSETS 7472036 F ALTERNATIVE INVESTMENTS 32455528 F DEBT SECURITIES 11664628 F 51592192 DUE TO PARK TUDOR FOUNDATION 1347503 1347503 2152766 5184731 -3031965 9206566 2248316 11454882 8422917 11370991 9206566 11659 9218225 2152766 0 2152766 5196390 11659 11659 5184731 0 5184731 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: 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 2011 AND 2010. 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 2008. PART XI, LINE 8 - OTHER ADJUSTMENTS: TRANSFER OF EQUITY FROM PARK TUDOR FOUNDATION 2,248,316. PART XII, LINE 2D - OTHER ADJUSTMENTS: RENTAL EXPENSES 11,659. PART XIII, LINE 2D - OTHER ADJUSTMENTS: RENTAL EXPENSES 11,659. 1 PARK TUDOR FOUNDATION 7200 NORTH COLLEGE AVENUE INDIANAPOLIS IN 46240 350909976 501(C)(3) 4845895 SUPPORT OF THE OPERATIONS OF PARK TUDOR SCHOOL 1 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. 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. CHANGES IN NET ASSETS OR FUND BALANCES: FORM 990, PART XI, LINE 5: NET UNREALIZED GAINS ON INVESTMENTS: 9,206,566. TRANSFER OF EQUITY FROM PARK TUDOR FOUNDATION 2,248,316. TOTAL TO FORM 990, PART XI, LINE 5: 11,454,882. OVERSIGHT OF THE AUDIT FORM 990, PART XII, LINE 2C: THERE HAS BEEN NO CHANGE IN THE PROCESS FROM THE PRIOR YEAR. 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. 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 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 1 1 0 0 0 0 PARK TUDOR FOUNDATION B 4845895 FMV PARK TUDOR FOUNDATION C 2248316 FMV PARK TUDOR FOUNDATION D 1347503 FMV PARK TUDOR FOUNDATION M PARK TUDOR FOUNDATION N