DELLA SELSOR TR UW: Form 990PF, tax year 2022
View the entire original 990 at ProPublica ↗
- Organization
- DELLA SELSOR TR UW (EIN 51-0163338)
- Tax period
- 2022-01-01 to 2022-12-31
- Filed
- 2023-09-20
- IRS object ID
- 202322639349100607
- Schema version
- 2022v5.0
- 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
- Form 990-PF
- Accounting Fees Schedule
- All Oth Prog Rltd Investments Sch
- Investments Other Schedule2
- Legal Fees Schedule
- Other Expenses Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2023-09-20T13:41:11-05:00 | ReturnTs |
| Tax Period End | 2022-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 310800053 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CLARK SCHAEFER HACKETT & CO | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 14 EAST MAIN STREET SUITE 500 | AddressLine1Txt |
| City | SPRINGFIELD | CityNm |
| State Abbreviation | OH | StateAbbreviationCd |
| ZIP | 45502 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2022-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 510163338 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | DELLA SELSOR TR UW | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | DELL | BusinessNameControlTxt |
| Phone | 9373245541 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 500 N FOUNTAIN AVE | AddressLine1Txt |
| City | SPRINGFIELD | CityNm |
| State Abbreviation | OH | StateAbbreviationCd |
| ZIP | 45504 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | CYNTHIA BARNETT | PersonNm |
| Person Title | TRUSTEE | PersonTitleTxt |
| Phone | 9373245541 | PhoneNum |
| Signature | 2023-09-19 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | CYNTHIA | PersonFirstNm |
| Person Last | BARNETT | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | 999009999 | SSN |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | 0 | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | MATTHEW SHROYER | PreparerPersonNm |
| PTIN | P00737986 | PTIN |
| Phone | 9373992000 | PhoneNum |
| Preparation | 2023-09-15 | PreparationDt |
Additional Filer Information AdditionalFilerInformation
Trusted Customer TrustedCustomerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | 2 | TrustedCustomerCd |
| Authentication Assurance Level | AAL1 | AuthenticationAssuranceLevelCd |
| Identity Assurance Level | IAL1 | IdentityAssuranceLevelCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2022 | TaxYr |
| Build TS | 2023-04-26 12:10:37Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $4,717,970 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Dividends Rev And Expnss | $126,288 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $126,288 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | -$19,209 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $1,638,953 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $0 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $107,079 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $126,288 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $0 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $0 | CompOfcrDirTrstDsbrsChrtblAmt |
| Legal Fees Rev And Expnss | $16,229 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $0 | LegalFeesNetInvstIncmAmt |
| Legal Fees Dsbrs Chrtbl | $16,229 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $12,575 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $0 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $12,575 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $30,991 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $30,991 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $2,083 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $0 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $120 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $0 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $120 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $61,998 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $30,991 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $28,924 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $244,517 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $244,517 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $306,515 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $30,991 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $273,441 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$199,436 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $95,297 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $12,640 | CashBOYAmt |
| Cash EOY | $32,508 | CashEOYAmt |
| Cash EOYFMV | $32,508 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $82,093 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $115,951 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $115,951 | SavAndTempCashInvstEOYFMVAmt |
| Other Investments BOY | $4,470,016 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $4,216,854 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $4,569,511 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $4,564,749 | TotalAssetsBOYAmt |
| Total Assets EOY | $4,365,313 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $4,717,970 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $0 | CapitalStockBOYAmt |
| Capital Stock EOY | $0 | CapitalStockEOYAmt |
| Additional Paid In Capital BOY | $0 | AdditionalPaidInCapitalBOYAmt |
| Additional Paid In Capital EOY | $0 | AdditionalPaidInCapitalEOYAmt |
| Retained Earning BOY | $4,564,749 | RetainedEarningBOYAmt |
| Retained Earning EOY | $4,365,313 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $4,564,749 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $4,365,313 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $4,564,749 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $4,365,313 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $4,564,749 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$199,436 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $4,365,313 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $4,365,313 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (2 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|
| PARK NATIONAL BANK | P | $1,606,872 | $1,658,162 | -$51,290 | -$51,290 |
| CAPITAL GAINS DIVIDENDS | P | $32,081 | $32,081 | $32,081 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | -$19,209 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $1,325 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $1,325 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $1,325 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $2,357 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $2,357 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $1,032 | OverpaymentAmt |
| Applied To ES Tax | $1,032 | AppliedToESTaxAmt |
| Refund | $0 | RefundAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | 0 | LegislativePoliticalActyInd |
| More Than100 Spent | 0 | MoreThan100SpentInd |
| Form1120 POL Filed | 0 | Form1120POLFiledInd |
| Section4955 Organization Tax | $0 | Section4955OrganizationTaxAmt |
| Section4955 Managers Tax | $0 | Section4955ManagersTaxAmt |
| Tax Reimbursed | $0 | TaxReimbursedAmt |
| Activities Not Previously Rpt | 0 | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | 0 | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | 0 | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (1) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (1) | AtLeast5000InAssetsInd |
| Org Report Or Register State | OH | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (1) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | 0 | PrivateOperatingFoundationInd |
| New Substantial Contributors | 0 | NewSubstantialContributorsInd |
| Own Controlled Entity | 0 | OwnControlledEntityInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (1) | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
| Individual With Books | MARTIN BROWNE HULL HARPER PLL | IndividualWithBooksNm |
| Phone | 9373245541 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 500 N FOUNTAIN AVE | AddressLine1Txt |
| City | SPRINGFIELD | CityNm |
| State Abbreviation | OH | StateAbbreviationCd |
| ZIP | 45504 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | 0 | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | 0 | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | 0 | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | 0 | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | 0 | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | 0 | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | 0 | PaymentToGovernmentOfficialInd |
| Uncorrected Prior Acts | 0 | UncorrectedPriorActsInd |
| Undistributed Income PY | 0 | UndistributedIncomePYInd |
| Business Holdings | 0 | BusinessHoldingsInd |
| Jeopardy Investments | 0 | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | 0 | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | 0 | InfluenceLegislationInd |
| Influence Election | 0 | InfluenceElectionInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Noncharitable Purpose | 0 | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (2 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee Benefit ProgramEmployeeBenefitProgramAmt | Expense Account Other AllwncExpenseAccountOtherAllwncAmt |
|---|---|---|---|---|---|---|---|---|
| CYNTHIA S BARNETTMARTIN BROWNE HULL | ||||||||
| PO BOX 1488 | SPRINGFIELD | OH | 45501 | TRUSTEE | 1.00 | $0 | $0 | $0 |
| STEVEN J MCCREADYMARTIN BROWNE HULL | ||||||||
| PO BOX 1488 | SPRINGFIELD | OH | 45501 | TRUSTEE | 1.00 | $0 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
| Contractor Paid Over50k | 0 | ContractorPaidOver50kCnt |
Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | N/A | Description1Txt |
| Expenses1 | $0 | Expenses1Amt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | N/A | Description1Txt |
| Expenses1 | $0 | Expenses1Amt |
| All Other Program Rltd Invst Tot | $0 | AllOtherProgramRltdInvstTotAmt |
| Total | $0 | TotalAmt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $5,190,706 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $8,329 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $5,199,035 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $5,199,035 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $77,986 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $5,121,049 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $256,052 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $256,052 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $1,325 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $1,325 | TotalTaxAmt |
| Distributable Before Adj | $254,727 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $254,727 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $254,727 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $273,441 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $273,441 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $254,727 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $245,391 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Total Excess Distribution Cyov | $0 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $273,441 | QualifyingDistributionsAmt |
| Applied To Year1 | $245,391 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $28,050 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $0 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $0 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Prior Year Deficiency Or Tax | $0 | PriorYearDeficiencyOrTaxAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $226,677 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $0 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $0 | ExcessDistriCyovToNextYrAmt |
Supplementary Information SupplementaryInformationGrp
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | STEVEN MCCREADY CYNTHIA BARNETT | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 1488 | AddressLine1Txt |
| City | SPRINGFIELD | CityNm |
| State Abbreviation | OH | StateAbbreviationCd |
| ZIP | 45501 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 9373245541 | RecipientPhoneNum |
| Form And Info And Materials | LETTER, PHONE CALL, OR BOTH AS NECESSARY TO DESCRIBE THE PLAN OR PROGRAMS AND HOW THE MONEY WILL BE USED | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | NONE | SubmissionDeadlinesTxt |
| Restrictions On Awards | NONE - HOWEVER, MOST GRANTS ARE MADE TO RECIPIENTS WITHIN A 35 MILE RADIUS OF SPRINGFIELD, OHIO. | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (39 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| ALTRUSA INTERNATIONAL FOUNDATION OF SPRINGFIELD OH INC | |||||||
| 382 SHRINE RD | SPRINGFIELD | OH | 45504 | NONE | PUBLIC | COMMUNITY SERVICES | $500 |
| CATHOLIC CENTRAL SCHOOLS | |||||||
| 1200 E HIGH STREET | SPRINGFIELD | OH | 45505 | NONE | SCHOOL | EDUCATION | $5,000 |
| CHAMPAIGN COUNTY ARTS COUNCIL | |||||||
| 119 MIAMI ST | URBANA | OH | 43078 | NONE | PUBLIC | ARTS | $1,500 |
| CLARK COUNTY AGRICULTURAL SOCIETY | |||||||
| 4401 S CHARLESTON PIKE | SPRINGFIELD | OH | 45505 | NONE | PUBLIC | COMMUNITY SERVICES | $16,117 |
| CLARK COUNTY LITERACY COALITION | |||||||
| 137 E HIGH ST | SPRINGFIELD | OH | 45502 | NONE | PUBLIC | COMMUNITY SERVICES | $3,000 |
| CLARK STATE FOUNDATION | |||||||
| 570 E LEFFEL LN | SPRINGFIELD | OH | 45505 | NONE | COLLEGE | EDUCATION | $10,000 |
| CLARKSHAWNEE LOCAL SCHOOLS | |||||||
| 3680 SELMA RD | SPRINGFIELD | OH | 45502 | NONE | EDUCATION | $150 | |
| COMMUNITY HEALTH FOUNDATION | |||||||
| 200 MEDICAL CENTER DRIVE | SPRINGFIELD | OH | 45504 | NONE | PUBLIC | HEALTH SERVICES | $1,200 |
| COMMUNITY IMPROVEMENT CORPORATION | |||||||
| 20 S LIMESTONE ST 100 | SPRINGFIELD | OH | 45502 | NONE | PUBLIC | COMMUNITY SERVICES | $1,500 |
| COMMUNITY MERCY FOUNDATION | |||||||
| 100 W MCCREIGHT AVE SUITE 200 | SPRINGFIELD | OH | 45504 | NONE | PUBLIC | HEALTH SERVICES | $2,500 |
| CRAYONS TO CLASSROOMS | |||||||
| 1750 WOODMAN DR | DAYTON | OH | 45420 | NONE | PUBLIC | COMMUNITY SERVICES | $5,000 |
| DAYTON CHILDREN'S HOSPITAL | |||||||
| 1 CHILDRENS PLAZA | DAYTON | OH | 45404 | NONE | HOSPITAL | HEALTH SERVICES | $5,000 |
| FIRST PRESBYTERIAN CHURCH | |||||||
| 15 N CHILLICOTHE ST | SOUTH CHARLESTON | OH | 45368 | NONE | CHURCH | RELIGIOUS | $4,500 |
| GLEN HELEN ASSOCIATION | |||||||
| 405 CORRY ST | YELLOW SPRINGS | OH | 45387 | NONE | PUBLIC | COMMUNITY SERVICES | $5,000 |
| GRANDWORKS FOUNDATION | |||||||
| PO BOX 38128 | URBANA | OH | 43078 | NONE | PUBLIC | COMMUNITY SERVICES | $2,500 |
| SHELTERED INC | |||||||
| 501 W HIGH STREET | SPRINGFIELD | OH | 45506 | NONE | PUBLIC | COMMUNITY SERVICES | $5,150 |
| JUNIOR ACHIEVEMENT | |||||||
| PO BOX 1023 | SPRINGFIELD | OH | 45501 | NONE | PUBLIC | YOUTH | $2,250 |
| MERCY HEALTH FOUNDATION | |||||||
| 100 W MCCREIGHT AVE SUITE 200 | SPRINGFIELD | OH | 45504 | NONE | PUBLIC | COMMUNITY SERVICES | $16,900 |
| MERCY HEALTH MED ASSIST CLARK & CHAMPAIGN COUNTIES | |||||||
| 30 W MCCREIGHT AVENUE SUITE 011 | SPRINGFIELD | OH | 45501 | NONE | PUBLIC | COMMUNITY SERVICES | $10,000 |
| OESTERLEN SERVICES FOR YOUTH | |||||||
| 1918 MECHANICSBURG RD | SPRINGFIELD | OH | 45503 | NONE | PUBLIC | YOUTH | $2,500 |
| OHIO TRI-COUNTY FOOD ALLIANCE | |||||||
| 20 N MURRAY ST | SPRINGFIELD | OH | 45503 | NONE | PUBLIC | COMMUNITY SERVICES | $25,000 |
| ON-THE-RISE | |||||||
| 4177 DIALTON RD | SPRINGFIELD | OH | 45502 | NONE | PUBLIC | COMMUNITY SERVICES | $9,000 |
| PROJECT WOMAN | |||||||
| 525 E HOME RD | SPRINGFIELD | OH | 45503 | NONE | PUBLIC | COMMUNITY SERVICES | $5,000 |
| RIDGEWOOD SCHOOL | |||||||
| 2420 ST PARIS PIKE | SPRINGFIELD | OH | 45504 | NONE | SCHOOL | EDUCATION | $5,000 |
| ROTARY CLUB OF SPRINGFIELD | |||||||
| PO BOX 608 | SPRINGFIELD | OH | 45501 | NONE | PUBLIC | EDUCATION | $500 |
| SPRINGFIELD ARTS COUNCIL | |||||||
| 117 S FOUNTAIN AVE | SPRINGFIELD | OH | 45502 | NONE | PUBLIC | ARTS | $15,000 |
| SPRINGFIELD CITY SCHOOL DISTRICT | |||||||
| 150 W JEFFERSON ST | SPRINGFIELD | OH | 45505 | NONE | SCHOOL | EDUCATION | $1,000 |
| SPRINGFIELD CIVIC THEATER | |||||||
| PO BOX 3093 | SPRINGFIELD | OH | 45501 | NONE | PUBLIC | ARTS | $1,000 |
| SPRINGFIELD MUSEUM OF ART | |||||||
| 107 CLIFF PARK RD | SPRINGFIELD | OH | 45504 | NONE | PUBLIC | ARTS | $14,500 |
| SPRINGFIELD PROMISE NEIGHBORHOOD | |||||||
| 237 E HIGH ST | SPRINGFIELD | OH | 45505 | NONE | PUBLIC | COMMUNITY SERVICES | $5,000 |
| SPRINGFIELD SYMPHONY ORCHESTRA | |||||||
| 300 S FOUNTAIN AVE | SPRINGFIELD | OH | 45506 | NONE | PUBLIC | ARTS | $10,000 |
| TECUMSEH COUNCIL BOY SCOUTS OF AMERICA | |||||||
| 326 S THOMPSON AVE | SPRINGFIELD | OH | 45506 | NONE | PUBLIC | YOUTH | $400 |
| THE ABILITIES CONNECTION | |||||||
| 2160 OLD SELMA RD | SPRINGFIELD | OH | 45505 | NONE | PUBLIC | COMMUNITY SERVICES | $5,000 |
| THE RIDING CENTRE ASSOCIATION | |||||||
| 1117 E HYDE RD | YELLOW SPRINGS | OH | 45387 | NONE | PUBLIC | COMMUNITY SERVICES | $1,000 |
| THE SALVATION ARMY | |||||||
| 15 SO PLUM ST PO BOX 98 | SPRINGFIELD | OH | 45501 | NONE | COMMUNITY SERVICES | $10,000 | |
| THE SPRINGFIELD FOUNDATION | |||||||
| 333 N LIMESTONE ST 201 | SPRINGFIELD | OH | 45503 | NONE | PUBLIC | COMMUNITY SERVICES | $10,750 |
| UNITED WAY OF CLARK CHAMPAIGN AND MADISON COUNTIES | |||||||
| 120 S CENTER ST | SPRINGFIELD | OH | 45502 | NONE | PUBLIC | COMMUNITY SERVICES | $100 |
| WESTCOTT HOUSE FOUNDATION | |||||||
| 1340 E HIGH ST | SPRINGFIELD | OH | 45505 | NONE | PUBLIC | CIVIC | $21,000 |
| YOUNG LIFE | |||||||
| PO BOX 1465 | SPRINGFIELD | OH | 45501 | NONE | PUBLIC | YOUTH | $5,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $244,517 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $126,288 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | -$19,209 | ExclusionAmt |
Other Revenue Described OtherRevenueDescribedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | OTHER INCOME | Desc |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $107,079 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $107,079 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | 0 | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | 0 | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | 0 | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | 0 | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | 0 | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | 0 | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | 0 | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | 0 | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | 0 | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | 0 | RelationshipsNonchrtblEOInd |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING FEES | CategoryTxt |
| Amt | $12,575 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $12,575 | DisbursementsCharitablePrpsAmt |
All Oth Prog Rltd Investments Sch AllOthProgRltdInvestmentsSch
All Other Program Related Invst AllOtherProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | N/A | Desc |
| Amt | $0 | Amt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (2 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| MUTUAL FUNDS - FIXED INCOME | AT COST | $2,549,227 | $2,361,580 |
| MUTUAL FUNDS - EQUITIES | AT COST | $1,667,627 | $2,207,931 |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | TRUSTEE FEES | CategoryTxt |
| Legal Fees | $16,229 | LegalFeesAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $16,229 | DisbursementsCharitablePrpsAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | BANK FEES | Desc |
| Revenue And Expenses Per Books | $120 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $120 | DisbursementsCharitablePrpsAmt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | INVESTMENT FEES | CategoryTxt |
| Amt | $30,991 | Amt |
| Net Investment Income | $30,991 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | FEDERAL EXCISE TAX | CategoryTxt |
| Amt | $2,083 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |