BETA

CROFTON CARES INC: Form 990PF, tax year 2020

View the entire original 990 at ProPublica ↗

Organization
CROFTON CARES INC (EIN 81-4380443)
Tax period
2020-01-01 to 2020-12-31
Filed
2021-06-03
IRS object ID
202101549349100615
Schema version
2020v4.1
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)
Return2021-06-03T13:28:01-05:00ReturnTs
Tax Period End2020-12-31TaxPeriodEndDt

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 Begin2020-01-01TaxPeriodBeginDt

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 NO 300AddressLine1Txt
CityMAYFIELD HTSCityNm
State AbbreviationOHStateAbbreviationCd
ZIP44124ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonMICHAEL S SOUTHARDPersonNm
Person TitlePRESIDENTPersonTitleTxt
Phone4404600460PhoneNum
Signature2021-05-14SignatureDt
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 Customer2TrustedCustomerCd
Authentication Assurance LevelAAL1AuthenticationAssuranceLevelCd
Identity Assurance LevelIAL1IdentityAssuranceLevelCd
FieldValueIRS element (for citing)
Tax2020TaxYr
Build TS2022-09-23 18:48:47ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$8,128,289FMVAssetsEOYAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Contri Rcvd Rev And Expnss$1,389,385ContriRcvdRevAndExpnssAmt
Interest On Sav Rev And Expnss$641InterestOnSavRevAndExpnssAmt
Interest On Sav Net Invst Incm$641InterestOnSavNetInvstIncmAmt
Dividends Rev And Expnss$138,292DividendsRevAndExpnssAmt
Dividends Net Invst Incm$138,292DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss$220,093NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$13,593GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$220,093CapGainNetIncmNetInvstIncmAmt
Total Rev And Expnss$1,748,411TotalRevAndExpnssAmt
Total Net Invst Incm$359,026TotalNetInvstIncmAmt
Comp Ofcr Dir Trst Rev And Expnss$0CompOfcrDirTrstRevAndExpnssAmt
Comp Ofcr Dir Trst Net Invst Incm$0CompOfcrDirTrstNetInvstIncmAmt
Comp Ofcr Dir Trst Dsbrs Chrtbl$0CompOfcrDirTrstDsbrsChrtblAmt
Accounting Fees Rev And Expnss$2,694AccountingFeesRevAndExpnssAmt
Accounting Fees Net Invst Incm$1,347AccountingFeesNetInvstIncmAmt
Accounting Fees Chrtbl Prps$0AccountingFeesChrtblPrpsAmt
Other Prof Fees Rev And Expnss$17,714OtherProfFeesRevAndExpnssAmt
Other Prof Fees Net Invst Incm$17,714OtherProfFeesNetInvstIncmAmt
Other Prof Fees Dsbrs Chrtbl$0OtherProfFeesDsbrsChrtblAmt
Taxes Rev And Expnss$4,687TaxesRevAndExpnssAmt
Taxes Net Invst Incm$26TaxesNetInvstIncmAmt
Taxes Dsbrs Chrtbl$0TaxesDsbrsChrtblAmt
Other Expenses Rev And Expnss$1,015OtherExpensesRevAndExpnssAmt
Other Expenses Net Invst Incm$0OtherExpensesNetInvstIncmAmt
Other Expenses Dsbrs Chrtbl$0OtherExpensesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss$26,110TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$19,087TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$0TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$622,488ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$622,488ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$648,598TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$19,087TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$622,488TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses$1,099,813ExcessRevenueOverExpensesAmt
Net Investment Income$339,939NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Cash BOY$155,452CashBOYAmt
Cash EOY$624,258CashEOYAmt
Cash EOYFMV$624,258CashEOYFMVAmt
Other Investments BOY$5,812,273OtherInvestmentsBOYAmt
Other Investments EOY$6,291,767OtherInvestmentsEOYAmt
Other Investments EOYFMV$7,504,031OtherInvestmentsEOYFMVAmt
Total Assets BOY$5,967,725TotalAssetsBOYAmt
Total Assets EOY$6,916,025TotalAssetsEOYAmt
Total Assets EOYFMV$8,128,289TotalAssetsEOYFMVAmt
Total Liabilities BOY$0TotalLiabilitiesBOYAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
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$5,967,725RetainedEarningBOYAmt
Retained Earning EOY$6,916,025RetainedEarningEOYAmt
Tot Net Ast Or Fund Balances BOY$5,967,725TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$6,916,025TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$5,967,725TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$6,916,025TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$5,967,725TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses$1,099,813ExcessRevenueOverExpensesAmt
Other Increases$0OtherIncreasesAmt
Subtotal$7,067,538SubtotalAmt
Other Decreases$151,513OtherDecreasesAmt
Tot Net Ast Or Fund Balances EOY$6,916,025TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (5 entries)

PropertyPropertyDescGain Or LossGainOrLossAmtGains Minus Excess Or LossesGainsMinusExcessOrLossesAmtHow AcquiredHowAcquiredCdGross Sales PriceGrossSalesPriceAmt
JPMORGAN 1008$180,700$180,700
JPMORGAN 1008-$25,591-$25,591
JPMORGAN 2005$54,974$54,974
JPMORGAN 2005-$3,583-$3,583
CAPITAL GAINS DIVIDENDS$13,593$13,593P$13,593
FieldValueIRS element (for citing)
Capital Gain Net Income$220,093CapitalGainNetIncomeAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$4,725InvestmentIncomeExciseTaxAmt
Tax Under Section511$0TaxUnderSection511Amt
Subtotal$4,725SubtotalAmt
Subtitle A Tax$0SubtitleATaxAmt
Tax Based On Investment Income$4,725TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx$2,512EstimatedPlusOvpmtIncmTxAmt
Exempt Frgn Org Tax Wthld At Srce$0ExemptFrgnOrgTaxWthldAtSrceAmt
Extsn Request Income Tax Paid$4,500ExtsnRequestIncomeTaxPaidAmt
Backup Withholding Withheld$0BackupWithholdingWithheldAmt
Total Payments And Credits$7,012TotalPaymentsAndCreditsAmt
Form2220 AttachedYes (X)Form2220AttachedInd
Es Penalty$0EsPenaltyAmt
Overpayment$2,287OverpaymentAmt
Applied To ES Tax$2,287AppliedToESTaxAmt
Refund$0RefundAmt

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$5,763,596AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$113,455AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$389,385FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$6,266,436TotalFMVOfUnusedAssetsAmt
Reduction Claimed$0ReductionClaimedAmt
Acquisition Indebtedness$0AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast$6,266,436AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$93,997CashDeemedCharitableAmt
Net Vl Noncharitable Assets$6,172,439NetVlNoncharitableAssetsAmt
Minimum Investment Return$308,622MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$308,622MinimumInvestmentReturnAmt
Tax Based On Investment Income$4,725TaxBasedOnInvestmentIncomeAmt
Total Tax$4,725TotalTaxAmt
Distributable Before Adj$303,897DistributableBeforeAdjAmt
Recoveries Qualfied Distri$0RecoveriesQualfiedDistriAmt
Distributable Before Ded$303,897DistributableBeforeDedAmt
Deduction From Distributable$0DeductionFromDistributableAmt
Distributable As Adjusted$303,897DistributableAsAdjustedAmt

Qualifying Distri Part XII QualifyingDistriPartXIIGrp

FieldValueIRS element (for citing)
Expenses And Contributions$622,488ExpensesAndContributionsAmt
Program Related Invst Total$0ProgramRelatedInvstTotalAmt
Qualifying Distributions$622,488QualifyingDistributionsAmt
Pct Sect4940e Org Net Invst Incm$0PctSect4940eOrgNetInvstIncmAmt
Adjusted Qualifying Distri$622,488AdjustedQualifyingDistriAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$303,897DistributableAsAdjustedAmt
Undistributed Income PY$258,637UndistributedIncomePYAmt
Total For Prior Years$0TotalForPriorYearsAmt
Total Excess Distribution Cyov$0TotalExcessDistributionCyovAmt
Qualifying Distributions$622,488QualifyingDistributionsAmt
Applied To Year1$258,637AppliedToYear1Amt
Applied To Prior Years$0AppliedToPriorYearsAmt
Treated As Distri From Corpus$0TreatedAsDistriFromCorpusAmt
Applied To Current Year$303,897AppliedToCurrentYearAmt
Remaining Distri From Corpus$59,954RemainingDistriFromCorpusAmt
Excess Distri Cyov App CY Corpus$0ExcessDistriCyovAppCYCorpusAmt
Excess Distribution Cyov App CY$0ExcessDistributionCyovAppCYAmt
Total Corpus$59,954TotalCorpusAmt
Prior Year Undistributed Incm$0PriorYearUndistributedIncmAmt
Prior Year Deficiency Or Tax$0PriorYearDeficiencyOrTaxAmt
Taxable1$0Taxable1Amt
Taxable2$0Taxable2Amt
Undistributed Income CY$0UndistributedIncomeCYAmt
Corpus Distri170b1 E Or4942g3$0CorpusDistri170b1EOr4942g3Amt
Excess Distri Cyov From Yr5$0ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr$59,954ExcessDistriCyovToNextYrAmt
Excess From Current Year$59,954ExcessFromCurrentYearAmt

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 (11 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmt
UNIVERSITY HOSPITALS
PO BOX 94554CLEVELANDOH44101PCCOVID COMMUNITY RESPONSE AND COVID CAREGIVER SUPPORT$200,000
CUYAHOGA VALLEY COUNTRYSIDE CONSERVANCY
4965 QUICK ROADPENINSULAOH44264PCGENERAL$5,000
FLORIDA HOLOCAUST MUSEUM
55 5TH ST SSAINT PETERSBURGFL33701PCTEACHING TRUNK PROGRAM CHALLENGE GRANTGENERAL$25,000
GREATER CLEVELAND FOODBANK
15500 SOUTH WATERLOO ROADCLEVELANDOH44110PCGENERAL$100
UNITED STATES HOLOCAUST MEMORIAL MUSEUM
100 RAOUL WALLENBERG PLACE SWWASHINGTONDC20024EOFGENERAL$5,000
STARTING RIGHT NOW
1212 W CASS STTAMPAFL33606PCGENERAL$30,000
THE UNIVERSITY OF TAMPA
401 W KENNEDY BLVDTAMPAFL33606PCGENERAL$55,000
THE UNIVERSITY OF TAMPA
401 W KENNEDY BLVDTAMPAFL33606PCSOUTHARD FAMILY ANNUAL SCHOLARSHIP$96,388
UNITED CEREBRAL PALSY OF GREATER CLEVELAND
10011 EUCLID AVENUECLEVELANDOH44106PCADAPTIVE/INCLUSIVE PLAYGROUND$200,000
RESCUE VILLAGEGEAUGA HUMANE SOCIETY
15463 CHILLICOTHE ROADNOVELTYOH44072PCGENERAL$5,000
USA TRIATHLON FOUNDATION
5825 DELMONICO DRIVE SUITE 200COLORADO SPRINGSCO80919PCGENERAL$1,000
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$622,488TotalGrantOrContriPdDurYrAmt
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$641ExclusionAmt

Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$138,292ExclusionAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Exclusion18ExclusionCd
Exclusion$220,093ExclusionAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Unrelated Business Taxbl Incm$0UnrelatedBusinessTaxblIncmAmt
Exclusion$359,026ExclusionAmt
Related Or Exempt Function Incm$0RelatedOrExemptFunctionIncmAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$359,026TotalIncomeProducingActyAmt

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 (3 entries)

ContributorContributorNumAddress Line1ContributorUSAddress/AddressLine1TxtCityContributorUSAddress/CityNmState AbbreviationContributorUSAddress/StateAbbreviationCdZIPContributorUSAddress/ZIPCdTotal ContributionsTotalContributionsAmtPerson ContributionPersonContributionInd
MICHAEL AND AMY SOUTHARD
13444 LANARK LANEPEPPER PIKEOH44124$1,000,000Yes (X)
MICHAEL AND AMY SOUTHARD
23444 LANARK LANEPEPPER PIKEOH44124$386,366Yes (X)
MICHAEL AND AMY SOUTHARD
33444 LANARK LANEPEPPER PIKEOH44124$3,019Yes (X)

Accounting Fees Schedule AccountingFeesSchedule

Accounting Fees Detail AccountingFeesDetail

FieldValueIRS element (for citing)
CategoryPROFESSIONAL FEESCategoryTxt
Amt$2,694Amt
Net Investment Income$1,347NetInvestmentIncomeAmt
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$5,902,382$7,114,646
CSV - INSURANCE POLICIESAT COST$389,385$389,385

Other Decreases Schedule OtherDecreasesSchedule

Other Decreases Detail OtherDecreasesDetail

FieldValueIRS element (for citing)
DescUNREALIZED APPRECIATIONDesc
Amt$151,513Amt

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp

FieldValueIRS element (for citing)
DescWEBDESIGNDesc
Revenue And Expenses Per Books$1,015RevenueAndExpensesPerBooksAmt
Net Investment Income$0NetInvestmentIncomeAmt
Disbursements Charitable Prps$0DisbursementsCharitablePrpsAmt

Other Professional Fees Schedule OtherProfessionalFeesSchedule

Other Professional Fees Detail OtherProfessionalFeesDetail (2 entries)

CategoryCategoryTxtAmtAmtNet Investment IncomeNetInvestmentIncomeAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
INVESTMENT EXPENSE$17,714$17,714$0
$0$0$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$4,461$0$0
FOREIGN TAXES$26$26$0

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