2021-11-09T13:35:56-06:00 2020-12-31 202126956 IRWIN FINANCIAL ASSOCIATES INC 2025 CLAREMONT AVE ASHLAND OH 44805 990 2020-01-01 456496788 ASHLAND LEGACY TRUST ASHL 3308010923 P O BOX 384 ASHLAND OH 44805 THOMAS PICKERING TRUSTEE 3308010923 2021-11-09 true THOMAS PICKERING 999009999 STEVEN W IRWIN CPA P00337085 4192812811 2021-11-09 2020 2022-09-23 18:48:47Z THOMAS PICKERING P O BOX 384 ASHLAND OH 44805 0 false X NA X 2017 OH THE TRUST WILL ENGAGE IN CHARITABLE AND EDUCATIONAL ACTIVITIES FOCUSED ON SUPPORTING THE MISSION AND ENDOWMENT OF ASHLAND UNIVERSITY. ASHLAND UNIVERSITY IS AN INSTITUTION OF HIGHER EDUCATION THAT OFFERS UNDERGRADUATE, GRADUATE AND PROFESSIONAL DEGREE PROGRAMS. THE TRUST WILL FURTHER ITS EXEMPT PURPOSE BY ACTING PRIMARILY AS A GRANT-MAKING ORGANIZATION PROVIDING FUNDS TO ASHLAND UNIVERSITY. 3 3 0 3 0 0 500014 0 23122 0 0 523136 0 0 0 0 0 0 1909035 1718694 1909035 1718694 -1385899 -1718694 4125710 4048686 20649802 22291472 -16524092 -18242786 X THE TRUST WILL ENGAGE IN CHARITABLE AND EDUCATIONAL ACTIVITIES FOCUSED ON SUPPORTING THE MISSION AND ENDOWMENT OF ASHLAND UNIVERSITY. ASHLAND UNIVERSITY IS AN INSTITUTION OF HIGHER EDUCATION THAT OFFERS UNDERGRADUATE, GRADUATE AND PROFESSIONAL DEGREE PROGRAMS. THE TRUST WILL FURTHER ITS EXEMPT PURPOSE BY ACTING PRIMARILY AS A GRANT-MAKING ORGANIZATION PROVIDING FUNDS TO ASHLAND UNIVERSITY. false false 1714474 THE TRUST WILL FURTHER ITS EXEMPT PURPOSE BY ACTING PRIMARILY AS A GRANT- MAKING ORGANIZATION PROVIDING FUNDS TO ASHLAND UNIVERSITY. 1714474 true false false false false false false false false false false false false true true false false false false false false false false false false false false false false false false false false false false false false false false false false false false false false false false true 0 0 true 0 false true CJ false false false false false false X 3 3 false false false false false false false true true false false true true true true false false false false false OH X X THOMAS PICKERING 3308010923 P O BOX 384 ASHLAND OH 44805 X THOMAS PICKERING TRUSTEE 4.00 X 0 0 0 RICK SPRENG TRUSTEE 1.00 X 0 0 0 JOHN A VANOSDALL TRUSTEE 1.00 X 0 0 0 false false false 0 4220 4220 872 872 338510 338510 1298744 1298744 CHANGE IN VALUE 75548 75548 OHIO CHARITABLE FEE 800 800 1718694 1714474 4220 0 37073 35597 4088637 4013089 4125710 4048686 20649802 22291472 20649802 22291472 X -16524092 -18242786 -16524092 -18242786 4125710 4048686 -1718694 X false false false X 1 514554 500014 1014569 1 514554 500014 1014569 1014569 109 6040 23122 29271 109 6040 23122 29271 110 520594 523136 1043840 X SURRENDER VALUE OTHER LIFE INSURANCE 2166747 SURRENDER VALUE NATIONWIDE LIFE INS 1721705 SURRENDER VALUE PENN LIFE INSURANCE 124637 4013089 EFG BANK CAYMAN BRANCH LOAN 15739235 ASHLAND UNIVERSITY LOAN 6552237 22291472 FORM 990 - ORGANIZATION'S MISSION THE TRUST WILL ENGAGE IN CHARITABLE AND EDUCATIONAL ACTIVITIES FOCUSED ON SUPPORTING THE MISSION AND ENDOWMENT OF ASHLAND UNIVERSITY. ASHLAND UNIVERSITY IS AN INSTITUTION OF HIGHER EDUCATION THAT OFFERS UNDERGRADUATE, GRADUATE AND PROFESSIONAL DEGREE PROGRAMS. THE TRUST WILL FURTHER ITS EXEMPT PURPOSE BY ACTING PRIMARILY AS A GRANT-MAKING ORGANIZATION PROVIDING FUNDS TO ASHLAND UNIVERSITY. FORM 990, PART V, LINE 4B CAYMAN ISLANDS FORM 990, PAGE 6, PART VI, LINE 11B FORM 990 IS PROVIDED TO THE GOVERNING BODY MEMBERS FOR REVIEW AND APPROVAL. PRIOR TO FILING, QUESTIONS AND COMMENTS OF THE MEMBERS ARE RESPONDED TO AND INCORPORATED INTO THE TAX FILING AS NECESSARY. FORM 990, PAGE 6, PART VI, LINE 12C THE ORGANIZATION PROMPTLY EVALUATES ANY IDENTIFIED EXCEPTIONS OF ITS CONFLICT OF INTEREST POLICY. FORM 990, PAGE 6, PART VI, LINE 19 INFORMATION PROVIDED UPON REQUEST.