CROFTON CARES INC: Form 990PF, tax year 2025
View the entire original 990 at ProPublica ↗
- Organization
- CROFTON CARES INC (EIN 81-4380443)
- Tax period
- 2025-01-01 to 2025-12-31
- Filed
- 2026-05-06
- IRS object ID
- 202631269349101948
- Schema version
- 2025v4.1
- 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
- Form 990-PF
- Schedule B
- Accounting Fees Schedule
- Investments Other Schedule2
- Other Expenses Schedule
- Other Increases Schedule
- Other Professional Fees Schedule
- Substantial Contributors Sch
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2026-05-06T13:54:07-05:00 | ReturnTs |
| Tax Period End | 2025-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 341965417 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CORNERSTONE FAMILY OFFICE LLC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 5900 LANDERBROOK DR 200 | AddressLine1Txt |
| City | MAYFIELD HEIGHTS | CityNm |
| State Abbreviation | OH | StateAbbreviationCd |
| ZIP | 44124 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2025-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 814380443 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CROFTON CARES INC | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | CROF | BusinessNameControlTxt |
| Phone | 4404600460 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | CO 5900 LANDERBROOK DRIVE 200 | AddressLine1Txt |
| City | MAYFIELD HTS | CityNm |
| State Abbreviation | OH | StateAbbreviationCd |
| ZIP | 44124 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | MICHAEL S SOUTHARD | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 4404600460 | PhoneNum |
| Signature | 2026-05-06 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | MELINDA PRITCHARD | PreparerPersonNm |
| PTIN | P02447956 | PTIN |
| Phone | 4404600460 | PhoneNum |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2025 | TaxYr |
| Build TS | 2025-03-06 01:10:19Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $11,644,249 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Rcvd Rev And Expnss | $24,167 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $3,180 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $3,180 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $249,265 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $249,265 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $295,006 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $2,081,280 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $295,006 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $571,618 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $547,451 | 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 |
| Accounting Fees Rev And Expnss | $5,314 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $2,657 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $0 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $35,803 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $35,803 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $9,912 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $4,912 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $2,772 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $0 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $0 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $53,801 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $43,372 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $796,036 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $796,036 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $849,837 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $43,372 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $796,036 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$278,219 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $504,079 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $575,168 | CashBOYAmt |
| Cash EOY | $231,996 | CashEOYAmt |
| Cash EOYFMV | $231,996 | CashEOYFMVAmt |
| Other Nts And Loans Rcvbl | $8,000 | OtherNtsAndLoansRcvblAmt |
| Other Rcvbl Allwnc Dbtfl Acct | $0 | OtherRcvblAllwncDbtflAcctAmt |
| Other Nts And Loans Rcvbl BOY | $0 | OtherNtsAndLoansRcvblBOYAmt |
| Other Nts And Loans Rcvbl EOY | $8,000 | OtherNtsAndLoansRcvblEOYAmt |
| Other Nts And Loans Rcvbl EOYFMV | $8,000 | OtherNtsAndLoansRcvblEOYFMVAmt |
| Other Investments BOY | $7,040,103 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $7,112,071 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $11,404,253 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $7,615,271 | TotalAssetsBOYAmt |
| Total Assets EOY | $7,352,067 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $11,644,249 | 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 | $7,615,271 | RetainedEarningBOYAmt |
| Retained Earning EOY | $7,352,067 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $7,615,271 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $7,352,067 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $7,615,271 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $7,352,067 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $7,615,271 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$278,219 | ExcessRevenueOverExpensesAmt |
| Other Increases | $15,015 | OtherIncreasesAmt |
| Subtotal | $7,352,067 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $7,352,067 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (8 entries)
| PropertyPropertyDesc | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|
| SCHWAB | $393,972 | $416,577 | -$22,605 | -$22,605 |
| SCHWAB | $88,326 | $47,673 | $40,653 | $40,653 |
| JPM 1008 | $293,217 | $278,884 | $14,333 | $14,333 |
| JPM 1008 | $883,846 | $608,455 | $275,391 | $275,391 |
| JPM 2005 | $179,668 | $181,332 | -$1,664 | -$1,664 |
| JPM 2005 | $150,545 | $161,669 | -$11,124 | -$11,124 |
| JPM 7005 | $91,673 | $91,683 | -$11 | -$11 |
| JPM 2005 | $33 | $33 | $33 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $295,006 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $7,007 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $7,007 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $7,007 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $5,490 | 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 | $5,490 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Es Penalty | $0 | EsPenaltyAmt |
| Tax Due | $1,517 | TaxDueAmt |
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 | Yes (1) | NewSubstantialContributorsInd |
| Own Controlled Entity | 0 | OwnControlledEntityInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (1) | ComplyWithPublicInspRqrInd |
| Website Address | WWW.CROFTONCARES.ORG | WebsiteAddressTxt |
| Individual With Books | CORNERSTONE FAMILY OFFICE LLC | IndividualWithBooksNm |
| Phone | 4404600460 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 5900 LANDERBROOK DRIVE STE 200 | AddressLine1Txt |
| City | MAYFIELD HTS | CityNm |
| State Abbreviation | OH | StateAbbreviationCd |
| ZIP | 44124 | 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 (3 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 |
|---|---|---|---|---|---|---|---|---|
| MICHAEL SOUTHARD | ||||||||
| 5900 LANDERBROOK DRIVE SUITE 200 | MAYFIELD HTS | OH | 44124 | PRES, SEC, TREAS, DIR | 2.00 | $0 | $0 | $0 |
| AMY SOUTHARD | ||||||||
| 5900 LANDERBROOK DRIVE SUITE 200 | MAYFIELD HTS | OH | 44124 | DIRECTOR | 0.00 | $0 | $0 | $0 |
| ASHLEY SOUTHARD LONDON | ||||||||
| 5900 LANDERBROOK DRIVE SUITE 200 | MAYFIELD HTS | OH | 44124 | DIRECTOR | 0.00 | $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 |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $10,027,466 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $181,001 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $532,714 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $10,741,181 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $10,741,181 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $161,118 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $10,580,063 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $529,003 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $529,003 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $7,007 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $7,007 | TotalTaxAmt |
| Distributable Before Adj | $521,996 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $521,996 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $521,996 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $796,036 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $796,036 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $521,996 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr2 | $186,831 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $355,813 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $542,644 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $796,036 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $521,996 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $274,040 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $816,684 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Prior Year Deficiency Or Tax | $0 | PriorYearDeficiencyOrTaxAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $0 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $816,684 | ExcessDistriCyovToNextYrAmt |
| Excess From Year2 | $186,831 | ExcessFromYear2Amt |
| Excess From Year1 | $355,813 | ExcessFromYear1Amt |
| Excess From Current Year | $274,040 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | MICHAEL SOUTHARD | ContributingManagerNm |
| Contributing Manager | AMY SOUTHARD | ContributingManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (20 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient Foundation StatusRecipientFoundationStatusCd | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line2RecipientUSAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|---|
| CASE WESTERN RESERVE UNIVERSITY | |||||||
| 9601 CHESTER AVE | CLEVELAND | OH | 44106 | PC | GENERAL | $25,000 | |
| COLLEGE NOW GREATER CLEVELAND | |||||||
| 1500 WEST 3RD STREET SUITE 125 | CLEVELAND | OH | 44113 | PC | SCHOLARSHIP FUND | $6,750 | |
| CONGREGATION OF MISHKAN OR | |||||||
| 26000 SHAKER BOULEVARD | BEACHWOOD | OH | 44122 | PC | GENERAL | $10,000 | |
| FRIENDS OF BREAKTHROUGH PUBLIC SCHOOLS | |||||||
| 3615 SUPERIOR AVE BLDG 44 SUITE | CLEVELAND | OH | 44114 | PC | GENERAL | $30,000 | 4403D |
| JEWISH FEDERATION OF CLEVELAND | |||||||
| 25701 SCIENCE PARK DRIVE | CLEVELAND | OH | 44122 | PC | CAMPAIGN FOR JEWISH NEEDS | $33,000 | |
| NEW YORK UNIVERSITY | |||||||
| 105 EAST 17TH STREET 4TH FLOOR | NEW YORK | NY | 10003 | PC | SCHOLARSHIP | $12,929 | |
| RESOURCE CLEVELAND THE REFUGEE RESPONSE | |||||||
| 2054 W 47TH ST | CLEVELAND | OH | 44102 | PC | GENERAL | $14,250 | |
| THE FLORIDA HOLOCAUST MUSEUM | |||||||
| 55 5TH STREET SOUTH | ST PETERSBURG | FL | 33701 | PC | IGNITE THE FUTURE: TEACHING TRUNKS OF HOPE PROJECT | $50,000 | |
| THE UNIVERSITY OF TAMPA | |||||||
| 401 W KENNEDY BLVD | TAMPA | FL | 33606 | PC | SCHOLARSHIPS, SOUTHARD INSTITUTE FOR SALES EXCELLENCE ENDOWMENT | $515,441 | |
| NORTH UNION FARMERS MARKET | |||||||
| 13111 SHAKER SQUARE SUITE 301 | CLEVELAND | OH | 44120 | PC | GENERAL | $2,000 | |
| UNIVERSITY OF AKRON | |||||||
| 277 EAST BUCHTEL AVENUE | AKRON | OH | 44325 | PC | SCHOLARSHIP | $11,137 | |
| BEACHWOOD BOARD OF EDUCATION | |||||||
| 25100 FAIRMONT BLVD | BEACHWOOD | OH | 44122 | PC | HOPE HEROES SPONSHORSHIP | $10,000 | |
| CORNERSTONE OF HOPE | |||||||
| 5905 BRECKSVILLE ROAD | INDEPENDENCE | OH | 44131 | PC | GENERAL | $10,000 | |
| DELTA SIGMA PI LEADERSHIP FUND | |||||||
| 330 SOUTH CAMPUS AVENUE | OXFORD | OH | 45056 | PC | GENERAL | $5,000 | |
| MANDEL JEWISH COMMUNITY CENTER | |||||||
| 26001 SOUTH WOODLAND ROAD | BEACHWOOD | OH | 44122 | PC | SCHOLARSHIP FUND | $4,560 | |
| POLK COUNTY FRATERNAL ORDER OF POLICE | |||||||
| 125 W BRANNEN RD | LAKELAND | FL | 33813 | PC | GENERAL | $1,000 | |
| THE CHISELERS INC | |||||||
| PO BOX 18633 | TAMPA | FL | 33679 | PC | SPONSOR | $10,000 | |
| THE FLORIDA CHI ALUMNI ASSOCIATION OF SAE | |||||||
| 10016 BROMPTON DRIVE 106 | TAMPA | FL | 33626 | PC | GENERAL | $2,969 | |
| UNITED STATES HOLOCAUST MEMORIAL MUSEUM | |||||||
| 100 RAOUL WALLENBERG PLACE SW | WASHINGTON | DC | 00024 | PC | GENERAL | $25,000 | |
| UNIVERSITY HOSPITALS | |||||||
| PO BOX 94554 | CLEVELAND | OH | 44106 | PC | GENERAL | $17,000 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $796,036 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $3,180 | ExclusionAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $249,265 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $295,006 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $547,451 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $547,451 | 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 |
Schedule B IRS990ScheduleB
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| General Rule | Yes (X) | GeneralRuleInd |
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 1 | ContributorNum |
| Contributor Person | MICHAEL AND AMY SOUTHARD | ContributorPersonNm |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3444 LANARK LANE | AddressLine1Txt |
| City | PEPPER PIKE | CityNm |
| State Abbreviation | OH | StateAbbreviationCd |
| ZIP | 44124 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | $24,167 | TotalContributionsAmt |
| Person Contribution | Yes (X) | PersonContributionInd |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING FEES | CategoryTxt |
| Amt | $5,314 | Amt |
| Net Investment Income | $2,657 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (3 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| EQUITIES & FIXED INCOME | AT COST | $6,048,101 | $10,329,028 |
| CSV - INSURANCE POLICIES | AT COST | $563,970 | $563,970 |
| ALTERNATIVE INVESTMENTS IN PARTNERSHIPS AND LLCS | AT COST | $500,000 | $511,255 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (3 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| TREASURER OF STATE - CHARITABLE REGISTRATION | $200 | $0 | $0 |
| OFFICE ADMINISTRATIVE EXPENSES | $382 | $0 | $0 |
| OTHER MISCELLANEOUS EXPENSES | $2,190 | $0 | $0 |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | INCREASE IN CSV | Desc |
| Amt | $15,015 | Amt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | INVESTMENT EXPENSE | CategoryTxt |
| Amt | $35,803 | Amt |
| Net Investment Income | $35,803 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Substantial Contributors Sch SubstantialContributorsSch
Substantial Contributor Detail SubstantialContributorDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | MICHAEL AMY SOUTHARD | PersonNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3444 LANARK LANE | AddressLine1Txt |
| City | PEPPER PIKE | CityNm |
| State Abbreviation | OH | StateAbbreviationCd |
| ZIP | 44124 | ZIPCd |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| FOREIGN TAXES | $4,912 | $4,912 | $0 |
| FEDERAL TAXES | $5,000 | $0 | $0 |