2025-03-28T15:16:17-05:00 2024-06-30 352123203 KSM BUSINESS SERVICES INC PO BOX 40857 INDIANAPOLIS IN 46240 990 2023-07-01 237087103 PARK TUDOR TRUST PARK 3174152700 7200 NORTH COLLEGE AVENUE INDIANAPOLIS IN 46240 MARTY MEHRINGER ASSISTANT TREASURER 3174152700 2025-03-26 1 0 CASSE TATE P01271193 3175802000 2025-03-26 2023 2025-03-06 01:10:19Z MARTY MEHRINGER 7200 NORTH COLLEGE AVENUE INDIANAPOLIS IN 46240 12772088 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. 12 12 0 12 0 0 110681 106685 0 0 242533 1406796 0 0 353214 1513481 2365000 2585830 0 0 0 0 0 0 0 624770 568089 2989770 3153919 -2636556 -1640438 82816329 87811173 1716464 1063027 81099865 86748146 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 2883634 2585830 TO SUPPORT THE OPERATIONS OF PARK TUDOR FOUNDATION. 2883634 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 1 1 0 0 0 0 0 0 0 0 1 0 0 0 0 1 0 0 0 1 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 X 12 12 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 0 0 0 IN X MARTY MEHRINGER 3174152700 7200 NORTH COLLEGE AVENUE INDIANAPOLIS IN 46240 BEN EVANS CHAIR 1.00 X X 0 0 0 DEVIN ANDERSON TRUSTEE 1.00 X 0 0 0 RYAN DROOK TRUSTEE 1.00 X 0 0 0 CARLIE IRSAY-GORDON TRUSTEE 1.00 X 0 0 0 JULIA KIDDER TRUSTEE 1.00 X 0 0 0 JOHN LECHLEITER TRUSTEE 1.00 X 0 0 0 ALISON MASCHMEYER TRUSTEE 1.00 X 0 0 0 WOODY MYERS JR TRUSTEE 1.00 X 0 0 0 TOM REILLY JR TRUSTEE 1.00 X 0 0 0 RANDY ROGERS TRUSTEE 1.00 X 0 0 0 FRED SCOTT TRUSTEE 1.00 X 0 0 0 ANDREW THORNTON TRUSTEE 1.00 X 0 0 0 MARTY MEHRINGER ASST. TREASURER (BEGIN JAN 2024) 1.00 40.00 X 0 0 0 AMBER CHANCE ASST. TREASURER (THROUGH DEC 2023) 1.00 40.00 X 0 134424 27631 0 134424 27631 0 0 1 0 CAMBRIDGE ASSOCIATES LLC 125 HIGH STREET BOSTON MA 021102112 TRUSTEE FEES 175000 1 106685 75034 106685 441056 441056 12224347 11258607 965740 965740 965740 1513481 0 0 1406796 2432000 2432000 153830 153830 26524 26524 220056 220056 21201 21201 TEACHING SUPPORT EXPENS 189300 189300 CURRICULUM SUPPORT EXPE 77817 77817 BUILDING SUPPORT EXPENS 30687 30687 ADMINISTRATIVE EXPENSES 2504 0 2504 3153919 2883634 270285 0 2404482 2381089 69471 76387 6199418 255225 5965393 5944193 16010614 19446875 58366369 59962629 82816329 87811173 1716464 1063027 1716464 1063027 X 60122615 64495022 20977250 22253124 81099865 86748146 82816329 87811173 X -1640438 7522210 -233491 X X 0 1 X 1 0 X X 1 PARK TUDOR FOUNDATION INC 350909976 2 1 2883634 0 1 2883634 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 81099865 106685 8708950 3167354 86748146 79582500 110680 4396454 2989769 81099865 87644937 64334 -4103509 4023262 79582500 68096521 753162 21641653 2846399 87644937 70714858 765883 1247811 4632031 68096521 0.74347 0.15379 0.10274 0 0 5419681 5419681 779737 255225 524512 5944193 ALTERNATIVE INVESTMENTS- ABSOLUTE RETURN 11908670 F ALTERNATIVE INVESTMENTS- EQUITY ORIENTED 3051404 F ALTERNATIVE INVESTMENTS- OPPORTUNISTIC/TACTICAL 16008302 F ALTERNATIVE INVESTMENTS- GLOBAL MARKET 21505183 F ALTERNATIVE INVESTMENTS- EMERGING MARKET 1884131 F ALTERNATIVE INVESTMENTS- US EQUITIES 5604939 F 59962629 DUE TO PARK TUDOR FOUNDATION 1063027 1063027 X 8815635 7522210 7522210 1293425 220056 220056 1513481 2933864 1 1 2933863 220056 220056 3153919 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, THOUGH IT IS SUBJECT TO TAX ON INCOME UNRELATED TO ITS EXEMPT PURPOSE, UNLESS THAT INCOME IS OTHERWISE EXCLUDED BY THE INTERNAL REVENUE CODE. 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 TAX IN FISCAL YEARS 2024 AND 2023. THE TRUST FILES U.S. FEDERAL AND STATE OF INDIANA INFORMATION RETURNS. THE TRUST IS NO LONGER SUBJECT TO U.S. FEDERAL AND STATE INCOME TAX EXAMINATIONS BY TAX AUTHORITIES FOR FISCAL YEARS BEFORE 2021. MANAGEMENT BELIEVES THAT THE TRUST'S INCOME TAX FILING POSITIONS WILL BE SUSTAINED ON AUDIT AND DOES NOT ANTICIPATE ANY ADJUSTMENTS THAT WILL RESULT IN A MATERIAL CHANGE. 1 PARK TUDOR FOUNDATION 7200 NORTH COLLEGE AVENUE INDIANAPOLIS IN 46240 350909976 501(C)(3) 2432000 0 SUPPORT OF THE OPERATIONS OF PARK TUDOR SCHOOL 1 MERIT SCHOLARSHIPS 17 149330 VALUED DOLLAR FOR DOLLAR; NO CASH IS ISSUED TO THE RECIPIENT. VALUED DOLLAR FOR DOLLAR; NO CASH IS ISSUED TO THE RECIPIENT. COLLEGE SCHOLARSHIP 3 4500 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. WHEN A STUDENT IS AWARDED FINANCIAL ASSISTANCE THE STUDENT'S ACCOUNT IS DIRECTLY CREDITED FOR THE AWARDED AMOUNT; THEREFORE, THE MONEY AWARDED IS BEING USED FOR ITS INTENDED PURPOSE. THE ALUMNI ASSOCIATION COLLEGE SCHOLARSHIP IS AN AWARD FOR A GRADUATING STUDENT. 0 0 0 0 0 0 0 0 0 AMBER CHANCE ASST. TREASURER (THROUGH DEC 2023) 0 134099 0 0 0 325 0 10720 0 16911 0 162055 0 0 X 1 75034 FAIR MARKET VALUE 0 0 0 FORM 990, PART VI, SECTION B, LINE 11B THE RETURN IS REVIEWED BY THE ASSISTANT TREASURER AND PRESENTED TO THE TRUSTEES FOR THEIR REVIEW BEFORE THE RETURN 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 FUNDS RELEASED FROM PRIOR YEAR RESTRICTION TO AFFILIATE -233,491. 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 0 0 PARK TUDOR TRUST PT 609 EAST 75TH STREET LLC 7200 NORTH COLLEGE AVENUE INDIANAPOLIS IN 46240 237087103 REAL ESTATE HOLDING COMPANY IN 0 0 PARK TUDOR TRUST PT 7450 NORTH COLLEGE LLC 7200 NORTH COLLEGE AVENUE INDIANAPOLIS IN 46240 237087103 REAL ESTATE HOLDING COMPANY IN 0 0 PARK TUDOR TRUST PT 7456 NORTH COLLEGE LLC 7200 NORTH COLLEGE AVENUE INDIANAPOLIS IN 46240 237087103 REAL ESTATE HOLDING COMPANY IN 0 0 PARK TUDOR TRUST PARK TUDOR FOUNDATION 7200 NORTH COLLEGE AVENUE INDIANAPOLIS IN 46240 350909976 OPERATE PARK TUDOR SCHOOL IN 501(C)(3) LINE 2 N/A 0 0 1 0 1 0 0 0 0 0 0 0 0 0 1 1 0 0 1 0 PARK TUDOR FOUNDATION B 2432000 FMV PARK TUDOR FOUNDATION D 1063027 FMV PARK TUDOR FOUNDATION N PARK TUDOR FOUNDATION O PARK TUDOR FOUNDATION R 266491 FMV