BETA

CROFTON CARES INC: Form 990PF, tax year 2021

View the entire original 990 at ProPublica ↗

Organization
CROFTON CARES INC (EIN 81-4380443)
Tax period
2021-01-01 to 2021-12-31
Filed
2022-05-02
IRS object ID
202241229349101459
Schema version
2021v4.2
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 ReturnHeader

FieldValueIRS element (for citing)
Return2022-05-02T14:43:54-05:00ReturnTs
Tax Period End2021-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN341965417PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1CORNERSTONE FAMILY OFFICE LLCBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line15885 LANDERBROOK DR 300AddressLine1Txt
CityMAYFIELD HEIGHTSCityNm
State AbbreviationOHStateAbbreviationCd
ZIP44124ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2021-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN814380443EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1CROFTON CARES INCBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlCROFBusinessNameControlTxt
Phone4404600460PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1CO 5885 LANDERBROOK DRIVE 300AddressLine1Txt
CityMAYFIELD HTSCityNm
State AbbreviationOHStateAbbreviationCd
ZIP44124ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonMICHAEL S SOUTHARDPersonNm
Person TitlePRESIDENTPersonTitleTxt
Phone4404600460PhoneNum
Signature2022-04-29SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd

Signing Officer SigningOfficerGrp

Person Full Name PersonFullName

FieldValueIRS element (for citing)
Person FirstMICHAELPersonFirstNm
Person LastSOUTHARDPersonLastNm
FieldValueIRS element (for citing)
SSN999009999SSN

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonCORNERSTONE FAMILY OFFICE LLCPreparerPersonNm
PTINP00529361PTIN
Phone4404600460PhoneNum

Additional Filer Information AdditionalFilerInformation

Trusted Customer TrustedCustomerGrp

FieldValueIRS element (for citing)
Trusted Customer3TrustedCustomerCd
Authentication Assurance LevelAAL1AuthenticationAssuranceLevelCd
Identity Assurance LevelIAL1IdentityAssuranceLevelCd
FieldValueIRS element (for citing)
Tax2021TaxYr
Build TS2022-09-23 18:48:47ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$9,675,146FMVAssetsEOYAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Contri Rcvd Rev And Expnss$595,990ContriRcvdRevAndExpnssAmt
Interest On Sav Rev And Expnss$29InterestOnSavRevAndExpnssAmt
Interest On Sav Net Invst Incm$29InterestOnSavNetInvstIncmAmt
Dividends Rev And Expnss$179,117DividendsRevAndExpnssAmt
Dividends Net Invst Incm$179,117DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss$615,571NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$43,323GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$615,571CapGainNetIncmNetInvstIncmAmt
Total Rev And Expnss$1,390,707TotalRevAndExpnssAmt
Total Net Invst Incm$794,717TotalNetInvstIncmAmt
Comp Ofcr Dir Trst Rev And Expnss$0CompOfcrDirTrstRevAndExpnssAmt
Comp Ofcr Dir Trst Net Invst Incm$0CompOfcrDirTrstNetInvstIncmAmt
Comp Ofcr Dir Trst Dsbrs Chrtbl$0CompOfcrDirTrstDsbrsChrtblAmt
Legal Fees Rev And Expnss$1,829LegalFeesRevAndExpnssAmt
Legal Fees Net Invst Incm$0LegalFeesNetInvstIncmAmt
Legal Fees Dsbrs Chrtbl$0LegalFeesDsbrsChrtblAmt
Accounting Fees Rev And Expnss$5,084AccountingFeesRevAndExpnssAmt
Accounting Fees Net Invst Incm$2,542AccountingFeesNetInvstIncmAmt
Accounting Fees Chrtbl Prps$0AccountingFeesChrtblPrpsAmt
Other Prof Fees Rev And Expnss$66,531OtherProfFeesRevAndExpnssAmt
Other Prof Fees Net Invst Incm$43,338OtherProfFeesNetInvstIncmAmt
Other Prof Fees Dsbrs Chrtbl$0OtherProfFeesDsbrsChrtblAmt
Taxes Rev And Expnss$12,010TaxesRevAndExpnssAmt
Taxes Net Invst Incm$4,810TaxesNetInvstIncmAmt
Taxes Dsbrs Chrtbl$0TaxesDsbrsChrtblAmt
Other Expenses Rev And Expnss$225OtherExpensesRevAndExpnssAmt
Other Expenses Net Invst Incm$0OtherExpensesNetInvstIncmAmt
Other Expenses Dsbrs Chrtbl$0OtherExpensesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss$85,679TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$50,690TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$0TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$326,684ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$326,684ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$412,363TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$50,690TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$326,684TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses$978,344ExcessRevenueOverExpensesAmt
Net Investment Income$744,027NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Cash BOY$624,258CashBOYAmt
Cash EOY$165,072CashEOYAmt
Cash EOYFMV$165,072CashEOYFMVAmt
Other Investments BOY$6,291,767OtherInvestmentsBOYAmt
Other Investments EOY$7,248,896OtherInvestmentsEOYAmt
Other Investments EOYFMV$9,510,074OtherInvestmentsEOYFMVAmt
Total Assets BOY$6,916,025TotalAssetsBOYAmt
Total Assets EOY$7,413,968TotalAssetsEOYAmt
Total Assets EOYFMV$9,675,146TotalAssetsEOYFMVAmt
Accounts Payable EOY$12,073AccountsPayableEOYAmt
Total Liabilities BOY$0TotalLiabilitiesBOYAmt
Total Liabilities EOY$12,073TotalLiabilitiesEOYAmt
Org Does Not Follow FASB117Yes (X)OrgDoesNotFollowFASB117Ind
Capital Stock BOY$0CapitalStockBOYAmt
Capital Stock EOY$0CapitalStockEOYAmt
Additional Paid In Capital BOY$0AdditionalPaidInCapitalBOYAmt
Additional Paid In Capital EOY$0AdditionalPaidInCapitalEOYAmt
Retained Earning BOY$6,916,025RetainedEarningBOYAmt
Retained Earning EOY$7,401,895RetainedEarningEOYAmt
Tot Net Ast Or Fund Balances BOY$6,916,025TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$7,401,895TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$6,916,025TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$7,413,968TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$6,916,025TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses$978,344ExcessRevenueOverExpensesAmt
Other Increases$21,162OtherIncreasesAmt
Subtotal$7,915,531SubtotalAmt
Other Decreases$513,636OtherDecreasesAmt
Tot Net Ast Or Fund Balances EOY$7,401,895TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (7 entries)

PropertyPropertyDescGain Or LossGainOrLossAmtGains Minus Excess Or LossesGainsMinusExcessOrLossesAmtHow AcquiredHowAcquiredCdGross Sales PriceGrossSalesPriceAmt
JPMORGAN 1008$51,952$51,952
JPMORGAN 2005$18,761$18,761
CHARLES SCHWAB 2932$436,443$436,443
JPMORGAN 1008$65,757$65,757
JPMORGAN 2005-$1,215-$1,215
CHARLES SCHWAB 2932$550$550
CAPITAL GAINS DIVIDENDS$43,323$43,323P$43,323
FieldValueIRS element (for citing)
Capital Gain Net Income$615,571CapitalGainNetIncomeAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$10,342InvestmentIncomeExciseTaxAmt
Tax Under Section511$0TaxUnderSection511Amt
Subtotal$10,342SubtotalAmt
Subtitle A Tax$0SubtitleATaxAmt
Tax Based On Investment Income$10,342TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx$4,787EstimatedPlusOvpmtIncmTxAmt
Exempt Frgn Org Tax Wthld At Srce$0ExemptFrgnOrgTaxWthldAtSrceAmt
Extsn Request Income Tax Paid$0ExtsnRequestIncomeTaxPaidAmt
Backup Withholding Withheld$0BackupWithholdingWithheldAmt
Total Payments And Credits$4,787TotalPaymentsAndCreditsAmt
Form2220 AttachedYes (X)Form2220AttachedInd
Es Penalty$0EsPenaltyAmt
Tax Due$5,555TaxDueAmt

Statements Regarding Acty StatementsRegardingActyGrp

FieldValueIRS element (for citing)
Legislative Political Acty0LegislativePoliticalActyInd
More Than100 Spent0MoreThan100SpentInd
Form1120 POL Filed0Form1120POLFiledInd
Section4955 Organization Tax$0Section4955OrganizationTaxAmt
Section4955 Managers Tax$0Section4955ManagersTaxAmt
Tax Reimbursed$0TaxReimbursedAmt
Activities Not Previously Rpt0ActivitiesNotPreviouslyRptInd
Changes To Articles Or Bylaws0ChangesToArticlesOrBylawsInd
Unrelated Bus Incm Over Limit0UnrelatedBusIncmOverLimitInd
Organization Dissolved Etc0OrganizationDissolvedEtcInd
Section508e Rqr SatisfiedYes (1)Section508eRqrSatisfiedInd
At Least5000 In AssetsYes (1)AtLeast5000InAssetsInd
Org Report Or Register StateOHOrgReportOrRegisterStateCd
Form990 PF Filed With Atty GenYes (1)Form990PFFiledWithAttyGenInd
Private Operating Foundation0PrivateOperatingFoundationInd
New Substantial ContributorsYes (1)NewSubstantialContributorsInd
Own Controlled Entity0OwnControlledEntityInd
Donor Advised Fund0DonorAdvisedFundInd
Comply With Public Insp RqrYes (1)ComplyWithPublicInspRqrInd
Website AddressWWW.CROFTONCARES.ORGWebsiteAddressTxt
Individual With BooksCORNERSTONE FAMILY OFFICE LLCIndividualWithBooksNm
Phone4404600460PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line15885 LANDERBROOK DRIVE STE 300AddressLine1Txt
CityMAYFIELD HTSCityNm
State AbbreviationOHStateAbbreviationCd
ZIP44124ZIPCd
FieldValueIRS element (for citing)
Foreign Accounts Question0ForeignAccountsQuestionInd

Statements Regarding Acty4720 StatementsRegardingActy4720Grp

FieldValueIRS element (for citing)
Sale Or Exch Disqualified Prsn0SaleOrExchDisqualifiedPrsnInd
Brrw Or Lend Disqualified Prsn0BrrwOrLendDisqualifiedPrsnInd
Furn Goods Disqualified Prsn0FurnGoodsDisqualifiedPrsnInd
Pay Comp Disqualified Prsn0PayCompDisqualifiedPrsnInd
Transfer Ast Disqualified Prsn0TransferAstDisqualifiedPrsnInd
Payment To Government Official0PaymentToGovernmentOfficialInd
Uncorrected Prior Acts0UncorrectedPriorActsInd
Undistributed Income PY0UndistributedIncomePYInd
Business Holdings0BusinessHoldingsInd
Jeopardy Investments0JeopardyInvestmentsInd
Uncorrected PY Jeopardy Invst0UncorrectedPYJeopardyInvstInd
Influence Legislation0InfluenceLegislationInd
Influence Election0InfluenceElectionInd
Grants To Individuals0GrantsToIndividualsInd
Grants To Organizations0GrantsToOrganizationsInd
Noncharitable Purpose0NoncharitablePurposeInd
Rcv Fnds To Pay Prsnl Bnft Cntrct0RcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft Cntrct0PayPremiumsPrsnlBnftCntrctInd
Prohibited Tax Shelter Trans0ProhibitedTaxShelterTransInd
Subj To Tax Rmnrtn Ex Prcht Pymt0SubjToTaxRmnrtnExPrchtPymtInd

Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp

Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (3 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdTitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmtEmployee Benefit ProgramEmployeeBenefitProgramAmtExpense Account Other AllwncExpenseAccountOtherAllwncAmt
MICHAEL SOUTHARD
5885 LANDERBROOK DRIVE SUITE 300MAYFIELD HTSOH44124PRES, SEC, TREAS, DIR2.00$0$0$0
AMY SOUTHARD
5885 LANDERBROOK DRIVE SUITE 300MAYFIELD HTSOH44124DIRECTOR0.00$0$0$0
ASHLEY SOUTHARD LONDON
5885 LANDERBROOK DRIVE SUITE 300MAYFIELD HTSOH44124DIRECTOR0.00$0$0$0
FieldValueIRS element (for citing)
Comp Of Hghst Pd Empl Or NONENONECompOfHghstPdEmplOrNONETxt
Other Employee Paid Over50k0OtherEmployeePaidOver50kCnt
Comp Of Hghst Pd Cntrct Or NONENONECompOfHghstPdCntrctOrNONETxt
Contractor Paid Over50k0ContractorPaidOver50kCnt

Sum Of Program Related Invst SumOfProgramRelatedInvstGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Minimum Investment Return MinimumInvestmentReturnGrp

FieldValueIRS element (for citing)
Average Monthly FMV Of Sec$7,855,430AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$122,475AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$392,644FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$8,370,549TotalFMVOfUnusedAssetsAmt
Reduction Claimed$0ReductionClaimedAmt
Acquisition Indebtedness$0AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast$8,370,549AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$125,558CashDeemedCharitableAmt
Net Vl Noncharitable Assets$8,244,991NetVlNoncharitableAssetsAmt
Minimum Investment Return$412,250MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$412,250MinimumInvestmentReturnAmt
Tax Based On Investment Income$10,342TaxBasedOnInvestmentIncomeAmt
Total Tax$10,342TotalTaxAmt
Distributable Before Adj$401,908DistributableBeforeAdjAmt
Recoveries Qualfied Distri$0RecoveriesQualfiedDistriAmt
Distributable Before Ded$401,908DistributableBeforeDedAmt
Deduction From Distributable$0DeductionFromDistributableAmt
Distributable As Adjusted$401,908DistributableAsAdjustedAmt

PF Qualifying Distributions PFQualifyingDistributionsGrp

FieldValueIRS element (for citing)
Expenses And Contributions$326,684ExpensesAndContributionsAmt
Program Related Invst Total$0ProgramRelatedInvstTotalAmt
Qualifying Distributions$326,684QualifyingDistributionsAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$401,908DistributableAsAdjustedAmt
Undistributed Income PY$0UndistributedIncomePYAmt
Total For Prior Years$0TotalForPriorYearsAmt
Excess Distribution Cyov Yr1$59,954ExcessDistributionCyovYr1Amt
Total Excess Distribution Cyov$59,954TotalExcessDistributionCyovAmt
Qualifying Distributions$326,684QualifyingDistributionsAmt
Applied To Year1$0AppliedToYear1Amt
Applied To Prior Years$0AppliedToPriorYearsAmt
Treated As Distri From Corpus$0TreatedAsDistriFromCorpusAmt
Applied To Current Year$326,684AppliedToCurrentYearAmt
Remaining Distri From Corpus$0RemainingDistriFromCorpusAmt
Excess Distri Cyov App CY Corpus$59,954ExcessDistriCyovAppCYCorpusAmt
Excess Distribution Cyov App CY$59,954ExcessDistributionCyovAppCYAmt
Total Corpus$0TotalCorpusAmt
Prior Year Undistributed Incm$0PriorYearUndistributedIncmAmt
Prior Year Deficiency Or Tax$0PriorYearDeficiencyOrTaxAmt
Taxable1$0Taxable1Amt
Taxable2$0Taxable2Amt
Undistributed Income CY$15,270UndistributedIncomeCYAmt
Corpus Distri170b1 E Or4942g3$0CorpusDistri170b1EOr4942g3Amt
Excess Distri Cyov From Yr5$0ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr$0ExcessDistriCyovToNextYrAmt

Supplementary Information SupplementaryInformationGrp

FieldValueIRS element (for citing)
Contributing ManagerMICHAEL SOUTHARDContributingManagerNm
Contributing ManagerAMY SOUTHARDContributingManagerNm
Only Contri To PreselectedYes (X)OnlyContriToPreselectedInd

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (12 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmt
UNITED CEREBRAL PALSY OF GREATER CLEVELAND
10011 EUCLID AVENUECLEVELANDOH44106PCGENERAL$24,800
STARTING RIGHT NOW
1212 W CASS STTAMPAFL33606PCGENERAL$30,000
RESCUE VILLAGEGEAUGA HUMANE SOCIETY
15463 CHILLICOTHE ROADNOVELTYOH44072PCGENERAL$2,000
BIKUR CHOLIM OF CLEVELAND
1845 S TAYLOR ROADCLEVELAND HEIGHTSOH44118PCGENERAL$20,000
THE REFUGEE RESPONSE
2115 W 42 STREETCLEVELANDOH44113PCGENERAL$5,000
THE UNIVERSITY OF TAMPA
401 W KENNEDY BLVDTAMPAFL33606PCSOUTHARD FAMILY ANNUAL SCHOLARSHIP, GIVE DAY 2021$167,816
THE CHISELERS INC
401 W KENNEDY BLVD BOX 103FTAMPAFL33606PCGENERAL$10,000
THE HENRY B PLANT MUSEUM SOCIETY
4901 W SPRING LAKE DRIVETAMPAFL33629PCGENERAL$5,000
FLORIDA HOLOCAUST MUSEUM
55 5TH ST SSAINT PETERSBURGFL33701PCGENERAL$41,000
BILL EDWARDS FOUNDATION FOR THE ARTS
5959 CENTRAL AVENUE SUITE 201ST PETERSBURGFL33710PCGENERAL$5,000
OHIO END OF LIFE OPTIONS
PO BOX 221151BEACHWOODOH44120PCGENERAL$5,000
UNIVERSITY OF AKRON
PO BOX 780276PHILADELPHIAPA19178PCGENERAL$11,068
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$326,684TotalGrantOrContriPdDurYrAmt
Total Grant Or Contri Apprv Fut$0TotalGrantOrContriApprvFutAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$29ExclusionAmt

Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$179,117ExclusionAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Exclusion18ExclusionCd
Exclusion$615,571ExclusionAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Unrelated Business Taxbl Incm$0UnrelatedBusinessTaxblIncmAmt
Exclusion$794,717ExclusionAmt
Related Or Exempt Function Incm$0RelatedOrExemptFunctionIncmAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$794,717TotalIncomeProducingActyAmt

Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp

FieldValueIRS element (for citing)
Trnsfr Of Cash To Nonchrtbl EO0TrnsfrOfCashToNonchrtblEOInd
Trnsfr Other Asset Nonchrtbl EO0TrnsfrOtherAssetNonchrtblEOInd
Sales Or Exchanges Of Assets0SalesOrExchangesOfAssetsInd
Purchase Of Assets Nonchrtbl EO0PurchaseOfAssetsNonchrtblEOInd
Rental Of Facilities Oth Assets0RentalOfFacilitiesOthAssetsInd
Reimbursement Arrangements0ReimbursementArrangementsInd
Loans Or Loan Guarantees0LoansOrLoanGuaranteesInd
Performance Of Services Etc0PerformanceOfServicesEtcInd
Sharing Of Facilities Etc0SharingOfFacilitiesEtcInd
Relationships Nonchrtbl EO0RelationshipsNonchrtblEOInd

Schedule B IRS990ScheduleB

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
General RuleYes (X)GeneralRuleInd

Contributor Information ContributorInformationGrp (2 entries)

ContributorContributorNumAddress Line1ContributorUSAddress/AddressLine1TxtCityContributorUSAddress/CityNmState AbbreviationContributorUSAddress/StateAbbreviationCdZIPContributorUSAddress/ZIPCdTotal ContributionsTotalContributionsAmtNoncash ContributionNoncashContributionIndPerson ContributionPersonContributionInd
MICHAEL AND AMY SOUTHARD
13444 LANARK LANEPEPPER PIKEOH44124$572,665Yes (X)
MICHAEL AND AMY SOUTHARD
23444 LANARK LANEPEPPER PIKEOH44124$23,235Yes (X)

Non Cash Property Contribution NonCashPropertyContributionGrp

FieldValueIRS element (for citing)
Contributor1ContributorNum
Noncash PropertyMARKETABLE SECURITIESNoncashPropertyDesc
Fair Market Value$572,665FairMarketValueAmt
Received2021-12-09ReceivedDt

Accounting Fees Schedule AccountingFeesSchedule

Accounting Fees Detail AccountingFeesDetail

FieldValueIRS element (for citing)
CategoryACCOUNTING FEESCategoryTxt
Amt$5,084Amt
Net Investment Income$2,542NetInvestmentIncomeAmt
Disbursements Charitable Prps$0DisbursementsCharitablePrpsAmt

Investments Other Schedule2 InvestmentsOtherSchedule2

Investments Other InvestmentsOtherGrp (2 entries)

Category Or ItemCategoryOrItemTxtListed At Cost Or FMVListedAtCostOrFMVCdBook ValueBookValueAmtEOYFMVEOYFMVAmt
EQUITIES & FIXED INCOMEAT COST$6,815,025$9,076,203
CSV - INSURANCE POLICIESAT COST$433,871$433,871

Legal Fees Schedule LegalFeesSchedule

Legal Fees LegalFeesGrp

FieldValueIRS element (for citing)
CategoryLEGAL FEESCategoryTxt
Legal Fees$1,829LegalFeesAmt
Net Investment Income$0NetInvestmentIncomeAmt
Disbursements Charitable Prps$0DisbursementsCharitablePrpsAmt

Other Decreases Schedule OtherDecreasesSchedule

Other Decreases Detail OtherDecreasesDetail

FieldValueIRS element (for citing)
DescUNREALIZED APPRECIATIONDesc
Amt$513,636Amt

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)

DescDescRevenue And Expenses Per BooksRevenueAndExpensesPerBooksAmtNet Investment IncomeNetInvestmentIncomeAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
OHIO SECRETARY OF STATE - STATUTORY AGENT UPDATE$25$0$0
MISC$200$0$0

Other Increases Schedule OtherIncreasesSchedule

Other Increases Detail OtherIncreasesDetail

FieldValueIRS element (for citing)
DescUNREALIZED APPRECIATIONDesc
Amt$21,162Amt

Other Professional Fees Schedule OtherProfessionalFeesSchedule

Other Professional Fees Detail OtherProfessionalFeesDetail (3 entries)

CategoryCategoryTxtAmtAmtNet Investment IncomeNetInvestmentIncomeAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
INVESTMENT EXPENSE$23,394$23,394$0
OUTSIDE CONTRACT SERVICES$3,250$0$0
MANAGEMENT FEES$39,887$19,944$0

Substantial Contributors Sch SubstantialContributorsSch

Substantial Contributor Detail SubstantialContributorDetail

FieldValueIRS element (for citing)
PersonMICHAEL AMY SOUTHARDPersonNm

US Address USAddress

FieldValueIRS element (for citing)
Address Line13444 LANARK LANEAddressLine1Txt
CityPEPPER PIKECityNm
State AbbreviationOHStateAbbreviationCd
ZIP44124ZIPCd

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail (3 entries)

CategoryCategoryTxtAmtAmtNet Investment IncomeNetInvestmentIncomeAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
TREASURER, STATE OF OHIO$200$0$0
FEDERAL TAX$7,000$0$0
FOREIGN TAXES$4,810$4,810$0

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