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CROFTON CARES INC: Form 990PF, tax year 2024

View the entire original 990 at ProPublica ↗

Organization
CROFTON CARES INC (EIN 81-4380443)
Tax period
2024-01-01 to 2024-12-31
Filed
2025-11-05
IRS object ID
202513099349100611
Schema version
2024v5.2
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)
Return2025-11-05T07:47:29-06:00ReturnTs
Tax Period End2024-12-31TaxPeriodEndDt

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 Line15900 LANDERBROOK DR 200AddressLine1Txt
CityMAYFIELD HEIGHTSCityNm
State AbbreviationOHStateAbbreviationCd
ZIP44124ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2024-01-01TaxPeriodBeginDt

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 5900 LANDERBROOK DRIVE 200AddressLine1Txt
CityMAYFIELD HTSCityNm
State AbbreviationOHStateAbbreviationCd
ZIP44124ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonMICHAEL S SOUTHARDPersonNm
Person TitlePRESIDENTPersonTitleTxt
Phone4404600460PhoneNum
Signature2025-11-03SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd
FieldValueIRS element (for citing)
IRS Responsible Prty Info Curr0IRSResponsiblePrtyInfoCurrInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonCORNERSTONE FAMILY OFFICE LLCPreparerPersonNm
PTINP00529361PTIN
Phone4404600460PhoneNum
FieldValueIRS element (for citing)
Tax2024TaxYr
Build TS2025-03-06 01:10:19ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$10,535,767FMVAssetsEOYAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Contri Rcvd Rev And Expnss$324,237ContriRcvdRevAndExpnssAmt
Interest On Sav Rev And Expnss$3,833InterestOnSavRevAndExpnssAmt
Interest On Sav Net Invst Incm$3,833InterestOnSavNetInvstIncmAmt
Dividends Rev And Expnss$226,364DividendsRevAndExpnssAmt
Dividends Net Invst Incm$226,364DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss$233,425NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$1,670,902GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$233,425CapGainNetIncmNetInvstIncmAmt
Total Rev And Expnss$787,859TotalRevAndExpnssAmt
Total Net Invst Incm$463,622TotalNetInvstIncmAmt
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$7,265AccountingFeesRevAndExpnssAmt
Accounting Fees Net Invst Incm$3,633AccountingFeesNetInvstIncmAmt
Accounting Fees Chrtbl Prps$0AccountingFeesChrtblPrpsAmt
Other Prof Fees Rev And Expnss$33,996OtherProfFeesRevAndExpnssAmt
Other Prof Fees Net Invst Incm$33,996OtherProfFeesNetInvstIncmAmt
Other Prof Fees Dsbrs Chrtbl$0OtherProfFeesDsbrsChrtblAmt
Interest Rev And Expnss$257InterestRevAndExpnssAmt
Interest Net Invst Incm$257InterestNetInvstIncmAmt
Interest Dsbrs Chrtbl$0InterestDsbrsChrtblAmt
Taxes Rev And Expnss$4,971TaxesRevAndExpnssAmt
Taxes Net Invst Incm$4,971TaxesNetInvstIncmAmt
Taxes Dsbrs Chrtbl$0TaxesDsbrsChrtblAmt
Other Expenses Rev And Expnss$200OtherExpensesRevAndExpnssAmt
Other Expenses Net Invst Incm$0OtherExpensesNetInvstIncmAmt
Other Expenses Dsbrs Chrtbl$0OtherExpensesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss$46,689TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$42,857TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$0TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$839,516ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$839,516ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$886,205TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$42,857TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$839,516TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses-$98,346ExcessRevenueOverExpensesAmt
Net Investment Income$420,765NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Cash BOY$1,149,603CashBOYAmt
Cash EOY$575,168CashEOYAmt
Cash EOYFMV$575,168CashEOYFMVAmt
Other Investments BOY$6,556,263OtherInvestmentsBOYAmt
Other Investments EOY$7,040,103OtherInvestmentsEOYAmt
Other Investments EOYFMV$9,960,599OtherInvestmentsEOYFMVAmt
Total Assets BOY$7,705,866TotalAssetsBOYAmt
Total Assets EOY$7,615,271TotalAssetsEOYAmt
Total Assets EOYFMV$10,535,767TotalAssetsEOYFMVAmt
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$7,705,866RetainedEarningBOYAmt
Retained Earning EOY$7,615,271RetainedEarningEOYAmt
Tot Net Ast Or Fund Balances BOY$7,705,866TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$7,615,271TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$7,705,866TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$7,615,271TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$7,705,866TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses-$98,346ExcessRevenueOverExpensesAmt
Other Increases$7,751OtherIncreasesAmt
Subtotal$7,615,271SubtotalAmt
Other Decreases$0OtherDecreasesAmt
Tot Net Ast Or Fund Balances EOY$7,615,271TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (7 entries)

PropertyPropertyDescGross Sales PriceGrossSalesPriceAmtCost Or Other BasisCostOrOtherBasisAmtGain Or LossGainOrLossAmtGains Minus Excess Or LossesGainsMinusExcessOrLossesAmt
JPM 1008$517,593$310,117$207,476$207,476
JPM 1008$461,250$427,738$33,512$33,512
JPM 2005$398,786$425,080-$26,294-$26,294
JPM 2005$102,043$102,299-$256-$256
JPM 7005-$245-$245
SCHWAB 2931$103,057$71,379$31,678$31,678
SCHWAB 2931$88,173$100,619-$12,446-$12,446
FieldValueIRS element (for citing)
Capital Gain Net Income$233,425CapitalGainNetIncomeAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$5,849InvestmentIncomeExciseTaxAmt
Tax Under Section511$0TaxUnderSection511Amt
Subtotal$5,849SubtotalAmt
Subtitle A Tax$0SubtitleATaxAmt
Tax Based On Investment Income$5,849TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx$6,339EstimatedPlusOvpmtIncmTxAmt
Exempt Frgn Org Tax Wthld At Srce$0ExemptFrgnOrgTaxWthldAtSrceAmt
Extsn Request Income Tax Paid$1,500ExtsnRequestIncomeTaxPaidAmt
Backup Withholding Withheld$0BackupWithholdingWithheldAmt
Total Payments And Credits$7,839TotalPaymentsAndCreditsAmt
Es Penalty$0EsPenaltyAmt
Overpayment$1,990OverpaymentAmt
Applied To ES Tax$1,990AppliedToESTaxAmt
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 Line15900 LANDERBROOK DRIVE STE 200AddressLine1Txt
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
5900 LANDERBROOK DRIVE SUITE 200MAYFIELD HTSOH44124PRES, SEC, TREAS, DIR2.00$0$0$0
AMY SOUTHARD
5900 LANDERBROOK DRIVE SUITE 200MAYFIELD HTSOH44124DIRECTOR0.00$0$0$0
ASHLEY SOUTHARD LONDON
5900 LANDERBROOK DRIVE SUITE 200MAYFIELD 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$9,015,102AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$422,279AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$502,755FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$9,940,136TotalFMVOfUnusedAssetsAmt
Reduction Claimed$0ReductionClaimedAmt
Acquisition Indebtedness$0AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast$9,940,136AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$149,102CashDeemedCharitableAmt
Net Vl Noncharitable Assets$9,791,034NetVlNoncharitableAssetsAmt
Minimum Investment Return$489,552MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$489,552MinimumInvestmentReturnAmt
Tax Based On Investment Income$5,849TaxBasedOnInvestmentIncomeAmt
Total Tax$5,849TotalTaxAmt
Distributable Before Adj$483,703DistributableBeforeAdjAmt
Recoveries Qualfied Distri$0RecoveriesQualfiedDistriAmt
Distributable Before Ded$483,703DistributableBeforeDedAmt
Deduction From Distributable$0DeductionFromDistributableAmt
Distributable As Adjusted$483,703DistributableAsAdjustedAmt

PF Qualifying Distributions PFQualifyingDistributionsGrp

FieldValueIRS element (for citing)
Expenses And Contributions$839,516ExpensesAndContributionsAmt
Program Related Invst Total$0ProgramRelatedInvstTotalAmt
Qualifying Distributions$839,516QualifyingDistributionsAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$483,703DistributableAsAdjustedAmt
Undistributed Income PY$0UndistributedIncomePYAmt
Total For Prior Years$0TotalForPriorYearsAmt
Excess Distribution Cyov Yr1$186,831ExcessDistributionCyovYr1Amt
Total Excess Distribution Cyov$186,831TotalExcessDistributionCyovAmt
Qualifying Distributions$839,516QualifyingDistributionsAmt
Applied To Year1$0AppliedToYear1Amt
Applied To Prior Years$0AppliedToPriorYearsAmt
Treated As Distri From Corpus$0TreatedAsDistriFromCorpusAmt
Applied To Current Year$483,703AppliedToCurrentYearAmt
Remaining Distri From Corpus$355,813RemainingDistriFromCorpusAmt
Excess Distri Cyov App CY Corpus$0ExcessDistriCyovAppCYCorpusAmt
Excess Distribution Cyov App CY$0ExcessDistributionCyovAppCYAmt
Total Corpus$542,644TotalCorpusAmt
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$542,644ExcessDistriCyovToNextYrAmt
Excess From Year1$186,831ExcessFromYear1Amt
Excess From Current Year$355,813ExcessFromCurrentYearAmt

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 (15 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmtAddress Line2RecipientUSAddress/AddressLine2Txt
CASE WESTERN RESERVE UNIVERSITY
9601 CHESTER AVECLEVELANDOH44106PCGENERAL$25,000
FRIENDS OF BREAKTHROUGH PUBLIC SCHOOLS
3615 SUPERIOR AVE BLDG 44 SUITECLEVELANDOH44114PCGENERAL$1,0004403D
HILLELS OF THE FLORIDA SUNCOAST
13101 USF SYCAMORE DRIVETAMPAFL33620PCGENERAL$35,000
NEW YORK UNIVERSITY
105 EAST 17TH STREET 4TH FLOORNEW YORKNY10003PCSCHOLARSHIP$39,062
STARTING RIGHT NOW
1212 W CASS STTAMPAFL33606PCGENERAL$30,000
THE UNIVERSITY OF TAMPA
401 W KENNEDY BLVDTAMPAFL33606PCSOUTHARD FAMILY ANNUAL SCHOLARSHIP AND GENERAL$511,363
UNITED CEREBRAL PALSY OF GREATER CLEVELAND
10011 EUCLID AVENUECLEVELANDOH44106PCGENERAL$5,000
COLLEGE NOW GREATER CLEVELAND
1500 WEST 3RD STREET SUITE 125CLEVELANDOH44113PCSCHOLARSHIP FUND$6,750
CONGREGATION OF MISHKAN OR
26000 SHAKER BOULEVARDBEACHWOODOH44122PCSTRONGER TOGETHER ANNUAL APPEAL$10,000
FEEDING AMERICA TAMPA BAY
4702 TRANSPORT DRIVE BLDG 6TAMPAFL33605PCGENERAL$21,444
FOLDS OF HONOR FOUNDATION
5971 N PATRIOT DROWASSOOK74055PCGENERAL$2,500
JEWISH FEDERATION OF CLEVELAND
25701 SCIENCE PARK DRIVECLEVELANDOH44122PCCAMPAIGN FOR JEWISH NEEDS$30,000
RESOURCE CLEVELAND THE REFUGEE RESPONSE
2054 W 47TH STCLEVELANDOH44102PCGENERAL$4,150
THE FLORIDA HOLOCAUST MUSEUM
55 5TH STREET SOUTHST PETERSBURGFL33701PCIGNITE THE FUTURE: TEACHING TRUNKS OF HOPE PROJECT$100,000
UNIVERSITY OF AKRON
277 EAST BUCHTEL AVENUEAKRONOH44325PCSCHOLARSHIP$18,247
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$839,516TotalGrantOrContriPdDurYrAmt
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$3,833ExclusionAmt

Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$226,364ExclusionAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Exclusion18ExclusionCd
Exclusion$233,425ExclusionAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Unrelated Business Taxbl Incm$0UnrelatedBusinessTaxblIncmAmt
Exclusion$463,622ExclusionAmt
Related Or Exempt Function Incm$0RelatedOrExemptFunctionIncmAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$463,622TotalIncomeProducingActyAmt

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 ContributionsTotalContributionsAmtPerson ContributionPersonContributionInd
MICHAEL AND AMY SOUTHARD
13444 LANARK LANEPEPPER PIKEOH44124$24,237Yes (X)
ELVISRIDGE PARTNERS LLC
25900 LANDERBROOK DRIVE SUITE 200MAYFIELD HEIGHTSOH44124$300,000Yes (X)

Accounting Fees Schedule AccountingFeesSchedule

Accounting Fees Detail AccountingFeesDetail

FieldValueIRS element (for citing)
CategoryACCOUNTING FEESCategoryTxt
Amt$7,265Amt
Net Investment Income$3,633NetInvestmentIncomeAmt
Disbursements Charitable Prps$0DisbursementsCharitablePrpsAmt

Investments Other Schedule2 InvestmentsOtherSchedule2

Investments Other InvestmentsOtherGrp (3 entries)

Category Or ItemCategoryOrItemTxtListed At Cost Or FMVListedAtCostOrFMVCdBook ValueBookValueAmtEOYFMVEOYFMVAmt
EQUITIES & FIXED INCOMEAT COST$6,015,315$8,920,687
CSV - INSURANCE POLICIESAT COST$524,788$524,788
ALTERNATIVE INVESTMENTS IN PARTNERSHIPS AND LLCSAT COST$500,000$515,124

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp

FieldValueIRS element (for citing)
DescTREASURER OF STATE - CHARITABLE REGISTRATIONDesc
Revenue And Expenses Per Books$200RevenueAndExpensesPerBooksAmt
Net Investment Income$0NetInvestmentIncomeAmt
Disbursements Charitable Prps$0DisbursementsCharitablePrpsAmt

Other Increases Schedule OtherIncreasesSchedule

Other Increases Detail OtherIncreasesDetail

FieldValueIRS element (for citing)
DescUNREALIZED APPRECIATIONDesc
Amt$7,751Amt

Other Professional Fees Schedule OtherProfessionalFeesSchedule

Other Professional Fees Detail OtherProfessionalFeesDetail

FieldValueIRS element (for citing)
CategoryINVESTMENT EXPENSECategoryTxt
Amt$33,996Amt
Net Investment Income$33,996NetInvestmentIncomeAmt
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 Line13444 LANARK LANEAddressLine1Txt
CityPEPPER PIKECityNm
State AbbreviationOHStateAbbreviationCd
ZIP44124ZIPCd

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail

FieldValueIRS element (for citing)
CategoryFOREIGN TAXESCategoryTxt
Amt$4,971Amt
Net Investment Income$4,971NetInvestmentIncomeAmt
Disbursements Charitable Prps$0DisbursementsCharitablePrpsAmt

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