BETA

CROFTON CARES INC: Form 990PF, tax year 2019

View the entire original 990 at ProPublica ↗

Organization
CROFTON CARES INC (EIN 81-4380443)
Tax period
2019-01-01 to 2019-12-31
Filed
2020-06-05
IRS object ID
202001579349101155
Schema version
2019v5.1
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)
Return2020-06-05T16:00:19-05:00ReturnTs
Tax Period End2019-12-31TaxPeriodEndDt

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 Begin2019-01-01TaxPeriodBeginDt

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
Signature2020-06-02SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonCORNERSTONE FAMILY OFFICE LLCPreparerPersonNm
PTINP00529361PTIN
Phone4404600460PhoneNum
FieldValueIRS element (for citing)
Tax2019TaxYr
Build TS2022-09-23 18:48:47ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$6,378,280FMVAssetsEOYAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Contri Rcvd Rev And Expnss$360,037ContriRcvdRevAndExpnssAmt
Interest On Sav Rev And Expnss$22,102InterestOnSavRevAndExpnssAmt
Interest On Sav Net Invst Incm$22,102InterestOnSavNetInvstIncmAmt
Dividends Rev And Expnss$180,629DividendsRevAndExpnssAmt
Dividends Net Invst Incm$180,629DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss$64,986NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$7,484GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$64,986CapGainNetIncmNetInvstIncmAmt
Total Rev And Expnss$627,754TotalRevAndExpnssAmt
Total Net Invst Incm$267,717TotalNetInvstIncmAmt
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$1,756AccountingFeesRevAndExpnssAmt
Accounting Fees Net Invst Incm$878AccountingFeesNetInvstIncmAmt
Accounting Fees Chrtbl Prps$0AccountingFeesChrtblPrpsAmt
Other Prof Fees Rev And Expnss$14,758OtherProfFeesRevAndExpnssAmt
Other Prof Fees Net Invst Incm$14,758OtherProfFeesNetInvstIncmAmt
Other Prof Fees Dsbrs Chrtbl$0OtherProfFeesDsbrsChrtblAmt
Taxes Rev And Expnss$1,317TaxesRevAndExpnssAmt
Taxes Net Invst Incm$1,117TaxesNetInvstIncmAmt
Taxes Dsbrs Chrtbl$0TaxesDsbrsChrtblAmt
Other Expenses Rev And Expnss$60OtherExpensesRevAndExpnssAmt
Other Expenses Net Invst Incm$30OtherExpensesNetInvstIncmAmt
Other Expenses Dsbrs Chrtbl$0OtherExpensesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss$17,891TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$16,783TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$0TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$170,000ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$170,000ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$187,891TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$16,783TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$170,000TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses$439,863ExcessRevenueOverExpensesAmt
Net Investment Income$250,934NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Cash BOY$1,411,224CashBOYAmt
Cash EOY$155,452CashEOYAmt
Cash EOYFMV$155,452CashEOYFMVAmt
Other Investments BOY$4,116,638OtherInvestmentsBOYAmt
Other Investments EOY$5,812,273OtherInvestmentsEOYAmt
Other Investments EOYFMV$6,222,828OtherInvestmentsEOYFMVAmt
Total Assets BOY$5,527,862TotalAssetsBOYAmt
Total Assets EOY$5,967,725TotalAssetsEOYAmt
Total Assets EOYFMV$6,378,280TotalAssetsEOYFMVAmt
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$5,527,862RetainedEarningBOYAmt
Retained Earning EOY$5,967,725RetainedEarningEOYAmt
Tot Net Ast Or Fund Balances BOY$5,527,862TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$5,967,725TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$5,527,862TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$5,967,725TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$5,527,862TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses$439,863ExcessRevenueOverExpensesAmt
Other Increases$0OtherIncreasesAmt
Subtotal$5,967,725SubtotalAmt
Other Decreases$0OtherDecreasesAmt
Tot Net Ast Or Fund Balances EOY$5,967,725TotNetAstOrFundBalancesEOYAmt

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 ACCT 1008$52,177$52,177
JPMORGAN ACCT 1008$1,461$1,461
JPMORGAN ACCT 2005$3,118$3,118
JPMORGAN ACCT 2005$746$746
CAPITAL GAINS DIVIDENDS$7,484$7,484P$7,484
FieldValueIRS element (for citing)
Capital Gain Net Income$64,986CapitalGainNetIncomeAmt

Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp

FieldValueIRS element (for citing)
Liable Section4942 Tax0LiableSection4942TaxInd
Adjusted Qlfy Distri Yr1$0AdjustedQlfyDistriYr1Amt
Net Vl Noncharitable Assets Yr1$3,043,426NetVlNoncharitableAssetsYr1Amt
Distribution Yr10.000000DistributionYr1Rt
Adjusted Qlfy Distri Yr2$0AdjustedQlfyDistriYr2Amt
Net Vl Noncharitable Assets Yr2$0NetVlNoncharitableAssetsYr2Amt
Distribution Yr20.000000DistributionYr2Rt
Adjusted Qlfy Distri Yr3$0AdjustedQlfyDistriYr3Amt
Net Vl Noncharitable Assets Yr3$0NetVlNoncharitableAssetsYr3Amt
Distribution Yr30.000000DistributionYr3Rt
Total Distribution0.000000TotalDistributionRt
Average Distribution0.000000AverageDistributionRt
Net Vl Noncharitable Assets$5,590,635NetVlNoncharitableAssetsAmt
Adj Net Vl Noncharitable Assets$0AdjNetVlNoncharitableAssetsAmt
Net Investment Income Pct$2,509NetInvestmentIncomePctAmt
Adj Nonchrtbl Net Invst Incm Pct$2,509AdjNonchrtblNetInvstIncmPctAmt
Qualifying Distributions$170,000QualifyingDistributionsAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Domestic Org Meeting Sect4940eYes (X)DomesticOrgMeetingSect4940eInd
Investment Income Excise Tax$2,509InvestmentIncomeExciseTaxAmt
Tax Under Section511$0TaxUnderSection511Amt
Subtotal$2,509SubtotalAmt
Subtitle A Tax$0SubtitleATaxAmt
Tax Based On Investment Income$2,509TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx$560EstimatedPlusOvpmtIncmTxAmt
Extsn Request Income Tax Paid$0ExtsnRequestIncomeTaxPaidAmt
Backup Withholding Withheld$0BackupWithholdingWithheldAmt
Total Payments And Credits$560TotalPaymentsAndCreditsAmt
Form2220 AttachedYes (X)Form2220AttachedInd
Es Penalty$0EsPenaltyAmt
Tax Due$1,949TaxDueAmt

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 AddressN/AWebsiteAddressTxt
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
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$4,727,747AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$948,025AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$5,675,772TotalFMVOfUnusedAssetsAmt
Reduction Claimed$0ReductionClaimedAmt
Acquisition Indebtedness$0AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast$5,675,772AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$85,137CashDeemedCharitableAmt
Net Vl Noncharitable Assets$5,590,635NetVlNoncharitableAssetsAmt
Minimum Investment Return$279,532MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$279,532MinimumInvestmentReturnAmt
Tax Based On Investment Income$2,509TaxBasedOnInvestmentIncomeAmt
Total Tax$2,509TotalTaxAmt
Distributable Before Adj$277,023DistributableBeforeAdjAmt
Recoveries Qualfied Distri$0RecoveriesQualfiedDistriAmt
Distributable Before Ded$277,023DistributableBeforeDedAmt
Deduction From Distributable$0DeductionFromDistributableAmt
Distributable As Adjusted$277,023DistributableAsAdjustedAmt

Qualifying Distri Part XII QualifyingDistriPartXIIGrp

FieldValueIRS element (for citing)
Expenses And Contributions$170,000ExpensesAndContributionsAmt
Program Related Invst Total$0ProgramRelatedInvstTotalAmt
Qualifying Distributions$170,000QualifyingDistributionsAmt
Pct Sect4940e Org Net Invst Incm$2,509PctSect4940eOrgNetInvstIncmAmt
Adjusted Qualifying Distri$167,491AdjustedQualifyingDistriAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$277,023DistributableAsAdjustedAmt
Undistributed Income PY$151,614UndistributedIncomePYAmt
Total For Prior Years$0TotalForPriorYearsAmt
Total Excess Distribution Cyov$0TotalExcessDistributionCyovAmt
Qualifying Distributions$170,000QualifyingDistributionsAmt
Applied To Year1$151,614AppliedToYear1Amt
Applied To Prior Years$0AppliedToPriorYearsAmt
Treated As Distri From Corpus$0TreatedAsDistriFromCorpusAmt
Applied To Current Year$18,386AppliedToCurrentYearAmt
Remaining Distri From Corpus$0RemainingDistriFromCorpusAmt
Excess Distri Cyov App CY Corpus$0ExcessDistriCyovAppCYCorpusAmt
Excess Distribution Cyov App CY$0ExcessDistributionCyovAppCYAmt
Total Corpus$0TotalCorpusAmt
Prior Year Undistributed Incm$0PriorYearUndistributedIncmAmt
Prior Year Deficiency Or Tax$0PriorYearDeficiencyOrTaxAmt
Taxable1$0Taxable1Amt
Taxable2$0Taxable2Amt
Undistributed Income CY$258,637UndistributedIncomeCYAmt
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 (10 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmt
THE UNIVERSITY OF TAMPA
401 W KENNEDY BLVDTAMPAFL33606PCLOWTH ENTREPRENEURSHIP CENTER$25,000
JEWISH FEDERATION OF CLEVELAND
25701 SCIENCE PARK DRCLEVELANDOH44122PCGENERAL$10,000
NATIONAL COUNCIL OF JEWISH WOMEN
26055 EMERY RD SUITE LWARRENSVILLE HEIGHTSOH44128PCGENERAL$30,000
THE UNIVERSITY OF TAMPA
401 W KENNEDY BLVDTAMPAFL33606PCSOUTHARD FAMILY ANNUAL SCHOLARSHIP$35,000
STARTING RIGHT NOW
1212 W CASS STTAMPAFL33606PCGENERAL$30,000
UNITED CEREBRAL PALSY OF GREATER CLEVELAND
10011 EUCLID AVENUECLEVELANDOH44106PCGENERAL$5,000
ANSHE CHESED FAIRMOUNT TEMPLE
23737 FAIRMOUNT BLVDBEACHWOODOH44122PCGENERAL$10,000
WASHINGTON UNIVERSITY IN ST LOUIS
CAMPUS BOX 1082 ONE BROOKINGS DRIVEST LOUISMO63130PCOLIN BUSINESS SCHOOL ANNUAL FUND$10,000
CATO INSTITUTE
1000 MASSACHUSETTS AVE NWWASHINGTONDC20001PCGENERAL$5,000
FLORIDA HOLOCAUST MUSEUM
55 5TH ST SSAINT PETERSBURGFL33701PCGENERAL$10,000
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$170,000TotalGrantOrContriPdDurYrAmt
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$22,102ExclusionAmt

Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$180,629ExclusionAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Exclusion18ExclusionCd
Exclusion$64,986ExclusionAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Unrelated Business Taxbl Incm$0UnrelatedBusinessTaxblIncmAmt
Exclusion$267,717ExclusionAmt
Related Or Exempt Function Incm$0RelatedOrExemptFunctionIncmAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$267,717TotalIncomeProducingActyAmt

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

FieldValueIRS element (for citing)
Contributor1ContributorNum
Contributor PersonMICHAEL AMY SOUTHARDContributorPersonNm

Contributor US Address ContributorUSAddress

FieldValueIRS element (for citing)
Address Line11857 WOODSTOCK RDAddressLine1Txt
CityGATES MILLSCityNm
State AbbreviationOHStateAbbreviationCd
ZIP44040ZIPCd
FieldValueIRS element (for citing)
Total Contributions$360,037TotalContributionsAmt
Noncash ContributionYes (X)NoncashContributionInd

Non Cash Property Contribution NonCashPropertyContributionGrp

FieldValueIRS element (for citing)
Contributor1ContributorNum
Noncash PropertyMARKETABLE SECURITIESNoncashPropertyDesc
Fair Market Value$360,037FairMarketValueAmt
Received2019-12-20ReceivedDt

Accounting Fees Schedule AccountingFeesSchedule

Accounting Fees Detail AccountingFeesDetail

FieldValueIRS element (for citing)
CategoryPROFESSIONAL FEESCategoryTxt
Amt$1,756Amt
Net Investment Income$878NetInvestmentIncomeAmt
Disbursements Charitable Prps$0DisbursementsCharitablePrpsAmt

Investments Other Schedule2 InvestmentsOtherSchedule2

Investments Other InvestmentsOtherGrp

FieldValueIRS element (for citing)
Category Or ItemEQUITIES & FIXED INCOMECategoryOrItemTxt
Listed At Cost Or FMVAT COSTListedAtCostOrFMVCd
Book Value$5,812,273BookValueAmt
EOYFMV$6,222,828EOYFMVAmt

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp

FieldValueIRS element (for citing)
DescOFFICE SUPPLIESDesc
Revenue And Expenses Per Books$60RevenueAndExpensesPerBooksAmt
Net Investment Income$30NetInvestmentIncomeAmt
Disbursements Charitable Prps$0DisbursementsCharitablePrpsAmt

Other Professional Fees Schedule OtherProfessionalFeesSchedule

Other Professional Fees Detail OtherProfessionalFeesDetail

FieldValueIRS element (for citing)
CategoryINVESTMENT EXPENSECategoryTxt
Amt$14,758Amt
Net Investment Income$14,758NetInvestmentIncomeAmt
Disbursements Charitable Prps$0DisbursementsCharitablePrpsAmt

Substantial Contributors Sch SubstantialContributorsSch

Substantial Contributor Detail SubstantialContributorDetail

FieldValueIRS element (for citing)
PersonMICHAEL AMY SOUTHARDPersonNm

US Address USAddress

FieldValueIRS element (for citing)
Address Line11857 WOODSTOCK RDAddressLine1Txt
CityGATES MILLSCityNm
State AbbreviationOHStateAbbreviationCd
ZIP44040ZIPCd

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail (2 entries)

CategoryCategoryTxtAmtAmtNet Investment IncomeNetInvestmentIncomeAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
TREASURER, STATE OF OHIO$200$0$0
FEDERAL TAX$1,117$1,117$0

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