Form990-PF


Department of the Treasury
Internal Revenue Service

Return of Private Foundation
or Section 4947(a)(1) Trust Treated as Private Foundation
bulletDo not enter social security numbers on this form as it may be made public.
bulletGo to www.irs.gov/Form990PF for instructions and the latest information.
OMB No. 1545-0047
2021
Open to Public Inspection
For calendar year 2021, or tax year beginning 12-01-2021 , and ending 11-30-2022
Name of foundation
CARDINAL FOUNDATION
 
Number and street (or P.O. box number if mail is not delivered to street address)3055 KETTERING BLVD STE 200
 
Room/suite
City or town, state or province, country, and ZIP or foreign postal code
DAYTON, OH45439
A Employer identification number

31-1681353
B Telephone number (see instructions)

(937) 298-8970
C bullet
G Check all that apply:

D 1. Foreign organizations, check here............. bullet
2. Foreign organizations meeting the 85%
test, check here and attach computation ...
bullet
E bullet
H Check type of organization:
F bullet
I Fair market value of all assets at end
of year (from Part II, col. (c),
line 16)bullet$339,458
J Accounting method:
 
(Part I, column (d) must be on cash basis.)
Part I Analysis of Revenue and Expenses (The total of amounts in columns (b), (c), and (d) may not necessarily equal the amounts in column (a) (see instructions).) (a) Revenue and
expenses per
books
(b) Net investment
income
(c) Adjusted net
income
(d) Disbursements
for charitable
purposes
(cash basis only)
Revenue 1 Contributions, gifts, grants, etc., received (attach schedule) 1,778,280
2 Check bullet.............
3 Interest on savings and temporary cash investments 4,010 4,010  
4 Dividends and interest from securities... 1,528 1,528  
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 8,043
b Gross sales price for all assets on line 6a 761,520
7 Capital gain net income (from Part IV, line 2)... 391,278
8 Net short-term capital gain.........  
9 Income modifications...........  
10a Gross sales less returns and allowances  
b Less: Cost of goods sold....  
c Gross profit or (loss) (attach schedule).....    
11 Other income (attach schedule).......      
12 Total. Add lines 1 through 11........ 1,791,861 396,816  
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 0 0   0
14 Other employee salaries and wages......        
15 Pension plans, employee benefits.......        
16a Legal fees (attach schedule)......... 876 0   0
b Accounting fees (attach schedule)....... 3,300 0   0
c Other professional fees (attach schedule)....        
17 Interest...............        
18 Taxes (attach schedule) (see instructions)...        
19 Depreciation (attach schedule) and depletion...      
20 Occupancy..............        
21 Travel, conferences, and meetings.......        
22 Printing and publications..........        
23 Other expenses (attach schedule)....... 50 50   0
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 4,226 50   0
25 Contributions, gifts, grants paid....... 1,499,356 1,499,356
26 Total expenses and disbursements. Add lines 24 and 25 1,503,582 50   1,499,356
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements 288,279
b Net investment income (if negative, enter -0-) 396,766
c Adjusted net income (if negative, enter -0-)...  
For Paperwork Reduction Act Notice, see instructions.
Cat. No. 11289X Form 990-PF (2021)
Form 990-PF (2021)
Page 2
Part II Balance Sheets Attached schedules and amounts in the description column
should be for end-of-year amounts only. (See instructions.)
Beginning of year End of year
(a) Book Value (b) Book Value (c) Fair Market Value
Assets 1 Cash—non-interest-bearing............. 32 4 4
2 Savings and temporary cash investments......... 385 99,390 99,405
3 Accounts receivable bullet  
Less: allowance for doubtful accounts bullet        
4 Pledges receivable bullet  
Less: allowance for doubtful accounts bullet        
5 Grants receivable.................      
6 Receivables due from officers, directors, trustees, and other
disqualified persons (attach schedule) (see instructions).....      
7 Other notes and loans receivable (attach schedule) bullet  
Less: allowance for doubtful accounts bullet        
8 Inventories for sale or use..............      
9 Prepaid expenses and deferred charges..........      
10a Investments—U.S. and state government obligations (attach schedule) 58,813 Click to see attachment247,413 240,049
b Investments—corporate stock (attach schedule).......      
c Investments—corporate bonds (attach schedule).......      
11 Investments—land, buildings, and equipment: basis bullet  
Less: accumulated depreciation (attach schedule) bullet        
12 Investments—mortgage loans.............      
13 Investments—other (attach schedule)..........      
14 Land, buildings, and equipment: basis bullet  
Less: accumulated depreciation (attach schedule) bullet        
15 Other assets (describe bullet)      
16 Total assets (to be completed by all filers—see the
instructions. Also, see page 1, item I) 59,230 346,807 339,458
Liabilities 17 Accounts payable and accrued expenses..........    
18 Grants payable.................    
19 Deferred revenue.................    
20 Loans from officers, directors, trustees, and other disqualified persons    
21 Mortgages and other notes payable (attach schedule)......    
22 Other liabilities (describe bullet)    
23 Total liabilities (add lines 17 through 22)......... 0 0
Net Assets or Fund Balances Foundations that follow FASB ASC 958, check here bullet
and complete lines 24, 25, 29 and 30.
24 Net assets without donor restrictions...........    
25 Net assets with donor restrictions............    
Foundations that do not follow FASB ASC 958, check here bullet
and complete lines 26 through 30.
26 Capital stock, trust principal, or current funds........ 0 0
27 Paid-in or capital surplus, or land, bldg., and equipment fund 0 0
28 Retained earnings, accumulated income, endowment, or other funds 59,230 346,807
29 Total net assets or fund balances (see instructions)..... 59,230 346,807
30 Total liabilities and net assets/fund balances (see instructions). 59,230 346,807
Part III
Analysis of Changes in Net Assets or Fund Balances
1
Total net assets or fund balances at beginning of year—Part II, column (a), line 29 (must agree with end-of-year figure reported on prior year’s return) ...............
1
59,230
2
Enter amount from Part I, line 27a .....................
2
288,279
3
Other increases not included in line 2 (itemize) bullet
3
0
4
Add lines 1, 2, and 3 ..........................
4
347,509
5
Decreases not included in line 2 (itemize) bulletClick to see attachment
5
702
6
Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 29 .
6
346,807
Form 990-PF (2021)
Form 990-PF (2021)
Page 3
Part IV
Capital Gains and Losses for Tax on Investment Income
(a) List and describe the kind(s) of property sold (e.g., real estate,
2-story brick warehouse; or common stock, 200 shs. MLC Co.)
(b)
How acquired
P—Purchase
D—Donation
(c)
Date acquired
(mo., day, yr.)
(d)
Date sold
(mo., day, yr.)
1 a VANGUARD REIT INDEX FUND CMN D 2015-09-01 2022-01-05
b ABB LTD D 2019-10-09 2021-12-15
c ABB LTD D 2020-03-13 2021-12-15
d AEGON N V AMER REG D 2020-03-13 2021-12-15
e ALCON, INC D 2016-12-21 2021-12-15
ALCON, INC D 2018-06-05 2021-12-15
ARCELORMITTAL SA CMN D 2020-09-22 2021-12-15
BANCO BILVAO VIZCAYA D 2020-09-22 2021-12-15
BANK OF MONTREAL D 2020-03-13 2021-12-15
BANK OF NOVA SCOTIA D 2020-05-19 2021-12-15
BARCLAYS PLC D 2020-03-13 2021-12-15
BARCLAYS PLC D 2020-09-27 2021-12-15
BHP BILLITON PLC D 2017-06-02 2021-12-15
BHP BILLITON PLC D 2020-04-15 2021-12-15
BROOKFIELD ASSET MANAGEMENT D 2016-12-21 2021-12-15
BROOKFIELD ASSET MANAGEMENT D 2017-05-23 2021-12-15
CAMECO CORPORATION D 2019-08-26 2021-12-15
CAMECO CORPORATION D 2020-03-13 2021-12-15
CANADIAN IMPERIAL BANK D 2020-04-15 2021-12-15
CANADIAN IMPERIAL BANK D 2020-05-19 2021-12-15
CANADIAN NATIONAL RAILWAY D 2016-12-21 2021-12-15
CANADIAN NATIONAL RAILWAY D 2020-03-13 2021-12-15
CANADIAN NATURAL RESOURCES D 2020-03-13 2021-12-15
CANADIAN PACIFIC RAILWAY D 2017-04-20 2021-12-15
CENOVUS ENERGY INC. D 2020-03-13 2021-12-15
CGI INC D 2016-11-30 2021-12-15
CGI INC D 2017-05-23 2021-12-15
CRH PLC SPON D 2018-10-23 2021-12-15
CRH PLC SPON D 2019-01-31 2021-12-15
CRH PLC SPON D 2020-04-15 2021-12-15
DEUTSCHE BANK D 2020-05-19 2021-12-15
DIAGEO PLC D 2016-12-21 2021-12-15
DIAGEO PLC D 2017-05-23 2021-12-15
FRANCO-NEVADA CORP D 2016-11-30 2021-12-15
FRANCO-NEVADA CORP D 2016-12-21 2021-12-15
FRANCO-NEVADA CORP D 2018-12-28 2021-12-15
GILDAN ACTIVEWEAR D 2020-05-19 2021-12-15
KB FINANCIAL GROUP INC D 2020-04-15 2021-12-15
KB FINANCIAL GROUP INC D 2020-05-19 2021-12-15
MAGNA INTERNATIONAL INC D 2020-04-15 2021-12-15
MAGNA INTERNATIONAL INC D 2020-05-19 2021-12-15
NOVO-NORDISK D 2018-10-23 2021-12-15
NOVO-NORDISK D 2018-11-21 2021-12-15
NOVO-NORDISK D 2020-06-11 2021-12-15
NUTRIEN LTD D 2020-03-13 2021-12-15
ORIX CORPORATION D 2020-04-15 2021-12-15
PETROLEO BRASILEIRO D 2020-03-13 2021-12-15
REED ELSEVIER PLC D 2016-11-30 2021-12-15
REED ELSEVIER PLC D 2016-11-30 2021-12-15
REED ELSEVIER PLC D 2016-12-21 2021-12-15
ROYAL DUTCH SHELL SERIES A D 2020-10-27 2021-12-15
ROYAL DUTCH SHELL SERIES B D 2020-10-27 2021-12-15
SHAW COMMUNICATIONS D 2020-03-13 2021-12-15
SHOPIFY D 2020-01-15 2021-12-15
SHOPIFY D 2020-04-15 2021-12-15
SHOPIFY D 2020-05-19 2021-12-15
SOCIEDAD QUIMICA D 2020-03-13 2021-12-15
SONY GROUP CORPORATION D 2020-03-13 2021-12-15
SONY GROUP CORPORATION D 2020-03-13 2021-12-15
SPDR S&P D 2013-04-22 2021-12-15
SPDR S&P D 2013-04-22 2021-12-15
SUNCOR ENERGY D 2020-10-27 2021-12-15
TECK RESOURCES D 2020-04-15 2021-12-15
THOMSON REUTERS CORP D 2018-07-09 2021-12-15
TORONTO DOMINION BANK D 2020-03-13 2021-12-15
TOYOTA MOTOR CORP D 2017-05-23 2021-12-15
UBS GROUP AG D 2020-04-15 2021-12-15
UBS GROUP AG D 2020-05-19 2021-12-15
WASTE CONNECTIONS INC D 2018-03-26 2021-12-15
WHEATON PRECIOUS METALS CORP D 2018-10-23 2021-12-15
WHEATON PRECIOUS METALS CORP D 2018-12-28 2021-12-15
WPP PLC D 2020-03-13 2021-12-15
WPP PLC D 2020-05-19 2021-12-15
CAPITAL GAINS DIVIDENDS P    
(e)
Gross sales price
(f)
Depreciation allowed
(or allowable)
(g)
Cost or other basis
plus expense of sale
(h)
Gain or (loss)
(e) plus (f) minus (g)
a 3,628   2,155 1,473
b 15,957   7,826 8,131
c 7,153   3,341 3,812
d 8,959   4,227 4,732
e 85   44 41
3,131   1,701 1,430
1,728   683 1,045
13,006   5,600 7,406
32,187   14,326 17,861
9,137   5,002 4,135
96   51 45
12,798   7,475 5,323
1,148   609 539
12,632   6,896 5,736
1,357   502 855
8,968   3,845 5,123
1,779   675 1,104
2,780   825 1,955
5,036   2,595 2,441
19,024   10,037 8,987
1,922   1,019 903
5,767   3,310 2,457
17,645   5,915 11,730
3,678   1,546 2,132
4,116   1,007 3,109
1,703   949 754
5,960   3,408 2,552
253   136 117
4,306   2,434 1,872
4,053   2,091 1,962
10,224   5,963 4,261
1,049   521 528
6,292   3,652 2,640
3,903   1,738 2,165
650   283 367
1,301   705 596
3,278   1,067 2,211
1,693   914 779
5,806   3,132 2,674
5,817   2,599 3,218
4,654   2,347 2,307
3,489   1,275 2,214
4,652   1,777 2,875
15,120   8,375 6,745
15,428   6,357 9,071
4,094   2,264 1,830
3,207   1,772 1,435
6,328   3,469 2,859
6,486   3,285 3,201
316   178 138
11,372   6,443 4,929
13,072   7,052 6,020
19,529   9,819 9,710
10,939   3,595 7,344
27,348   9,841 17,507
1,367   748 619
2,766   1,102 1,664
3,088   1,362 1,726
35,199   19,201 15,998
173,841   82,197 91,644
27,246   12,883 14,363
12,520   6,455 6,065
3,876   1,168 2,708
3,533   1,233 2,300
24,144   13,234 10,910
30,816   17,841 12,975
17,316   8,734 8,582
11,427   6,221 5,206
6,593   3,583 3,010
4,104   1,841 2,263
1,173   584 589
4,663   2,310 2,353
1,793   892 901
16     16
Complete only for assets showing gain in column (h) and owned by the foundation on 12/31/69 (l)
Gains (Col. (h) gain minus
col. (k), but not less than -0-) or
Losses (from col.(h))
(i)
F.M.V. as of 12/31/69
(j)
Adjusted basis
as of 12/31/69
(k)
Excess of col. (i)
over col. (j), if any
a       1,473
b       8,131
c       3,812
d       4,732
e       41
      1,430
      1,045
      7,406
      17,861
      4,135
      45
      5,323
      539
      5,736
      855
      5,123
      1,104
      1,955
      2,441
      8,987
      903
      2,457
      11,730
      2,132
      3,109
      754
      2,552
      117
      1,872
      1,962
      4,261
      528
      2,640
      2,165
      367
      596
      2,211
      779
      2,674
      3,218
      2,307
      2,214
      2,875
      6,745
      9,071
      1,830
      1,435
      2,859
      3,201
      138
      4,929
      6,020
      9,710
      7,344
      17,507
      619
      1,664
      1,726
      15,998
      91,644
      14,363
      6,065
      2,708
      2,300
      10,910
      12,975
      8,582
      5,206
      3,010
      2,263
      589
      2,353
      901
      16
2 Capital gain net income or (net capital loss) Bracket If gain, also enter in Part I, line 7
If (loss), enter -0- in Part I, line 7
Bracket 2 391,278
3 Net short-term capital gain or (loss) as defined in sections 1222(5) and (6):
If gain, also enter in Part I, line 8, column (c) (see instructions). If (loss), enter -0-
in Part I, line 8 ...................
Bracket 3  
Form 990-PF (2021)
Form 990-PF (2021)
Page 4
Part V
Excise Tax Based on Investment Income (Section 4940(a), 4940(b), 4940(e), or 4948—see instructions)
1a Exempt operating foundations described in section 4940(d)(2), check here Bullet and enter “N/A" on line 1. Bracket for line 1a
Date of ruling or determination letter:   (attach copy of letter if necessary–see instructions)
b All other domestic foundations enter 1.39% (0.0139) of line 27b. Exempt foreign organizations enter 4% (0.04) of Part I, line 12, col. (b)
2 Tax under section 511 (domestic section 4947(a)(1) trusts and taxable foundations only. Others enter -0-) 2 0
3 Add lines 1 and 2........................... 3 5,515
4 Subtitle A (income) tax (domestic section 4947(a)(1) trusts and taxable foundations only. Others enter -0-) 4 0
5 Tax based on investment income. Subtract line 4 from line 3. If zero or less, enter -0- ..... 5 5,515
6 Credits/Payments:
a 2021 estimated tax payments and 2020 overpayment credited to 2021 6a 7,797
b Exempt foreign organizations—tax withheld at source...... 6b 0
c Tax paid with application for extension of time to file (Form 8868)... 6c 0
d Backup withholding erroneously withheld ........... 6d 0
7 Total credits and payments. Add lines 6a through 6d.............. 7 7,797
8 Enter any penalty for underpayment of estimated tax. Check here if Form 2220 is attached. Click to see attachment 8 0
9 Tax due. If the total of lines 5 and 8 is more than line 7, enter amount owed.......Bullet 9  
10 Overpayment. If line 7 is more than the total of lines 5 and 8, enter the amount overpaid...Bullet 10 2,282
11 Enter the amount of line 10 to be: Credited to 2022 estimated taxBullet2,282 RefundedBullet 11 0
Part VI-A
Statements Regarding Activities
1a
During the tax year, did the foundation attempt to influence any national, state, or local legislation or did
Yes
No
it participate or intervene in any political campaign? ....................
1a
 
No
b
Did it spend more than $100 during the year (either directly or indirectly) for political purposes? See the instructions
for the definition.................................
1b
 
No
If the answer is "Yes" to 1a or 1b, attach a detailed description of the activities and copies of any materials
published or distributed by the foundation in connection with the activities.
c
Did the foundation file Form 1120-POL for this year?.....................
1c
 
No
d
Enter the amount (if any) of tax on political expenditures (section 4955) imposed during the year:
(1) On the foundation. bullet$ 0(2) On foundation managers.bullet$ 0
e
Enter the reimbursement (if any) paid by the foundation during the year for political expenditure tax imposed
on foundation managers.bullet$ 0
2
Has the foundation engaged in any activities that have not previously been reported to the IRS?.......
2
 
No
If "Yes," attach a detailed description of the activities.
3
Has the foundation made any changes, not previously reported to the IRS, in its governing instrument, articles
of incorporation, or bylaws, or other similar instruments? If "Yes," attach a conformed copy of the changes....
3
 
No
4a
Did the foundation have unrelated business gross income of $1,000 or more during the year?.........
4a
 
No
b
If "Yes," has it filed a tax return on Form 990-T for this year?...................
4b
 
 
5
Was there a liquidation, termination, dissolution, or substantial contraction during the year?.........
5
 
No
If "Yes," attach the statement required by General Instruction T.
6
Are the requirements of section 508(e) (relating to sections 4941 through 4945) satisfied either:
  • By language in the governing instrument, or
  • By state legislation that effectively amends the governing instrument so that no mandatory directions
  • that conflict with the state law remain in the governing instrument?................
    6
    Yes
     
    7
    Did the foundation have at least $5,000 in assets at any time during the year? If "Yes," complete Part II, col. (c),
    and Part XIV..................................
    7
    Yes
     
    8a
    Enter the states to which the foundation reports or with which it is registered (see instructions)
    bulletOH
    b
    If the answer is "Yes" to line 7, has the foundation furnished a copy of Form 990-PF to the Attorney
    General (or designate) of each state as required by General Instruction G? If "No," attach explanation .
    8b
    Yes
     
    9
    Is the foundation claiming status as a private operating foundation within the meaning of section 4942(j)(3)
    or 4942(j)(5) for calendar year 2021 or the taxable year beginning in 2021? See the instructions for Part XIII.
    If "Yes," complete Part XIII .............................
    9
     
    No
    10
    Did any persons become substantial contributors during the tax year? If "Yes," attach a schedule listing their names
    and addresses. ...............................
    10
     
    No
    Form 990-PF (2021)
    Form 990-PF (2021)
    Page 5
    Part VI-A
    Statements Regarding Activities (continued)
    11
    At any time during the year, did the foundation, directly or indirectly, own a controlled entity within the
    meaning of section 512(b)(13)? If "Yes," attach schedule. See instructions .............
    11
     
    No
    12
    Did the foundation make a distribution to a donor advised fund over which the foundation or a disqualified person had
    advisory privileges? If "Yes," attach statement. See instructions.................
    12
     
    No
    13
    Did the foundation comply with the public inspection requirements for its annual returns and exemption application?
    13
    Yes
     
    Website addressbulletN/A
    14
    The books are in care ofbulletTHOMAS MACLEOD Telephone no.bullet (937) 298-8970

    Located atbullet3055 KETTERING BLVD SUITE 200DAYTONOH ZIP+4bullet45439
    15
    Section 4947(a)(1) nonexempt charitable trusts filing Form 990-PF in lieu of Form 1041 —check here .........bullet
    and enter the amount of tax-exempt interest received or accrued during the year ........bullet
    15
     
    16 At any time during calendar year 2021, did the foundation have an interest in or a signature or other authority over YesNo
    a bank, securities, or other financial account in a foreign country? .................
    16   No
    See the instructions for exceptions and filing requirements for FinCEN Form 114. If "Yes", enter the name of the foreign
    country bullet
    Part VI-B
    Statements Regarding Activities for Which Form 4720 May Be Required
    File Form 4720 if any item is checked in the "Yes" column, unless an exception applies.
    Yes
    No
    1a
    During the year did the foundation (either directly or indirectly):
    (1) Engage in the sale or exchange, or leasing of property with a disqualified person? ...........
    1a(1)
     
    No
    (2) Borrow money from, lend money to, or otherwise extend credit to (or accept it from)
    a disqualified person? ..............................
    1a(2)
     
    No
    (3) Furnish goods, services, or facilities to (or accept them from) a disqualified person? ...........
    1a(3)
     
    No
    (4) Pay compensation to, or pay or reimburse the expenses of, a disqualified person? ............
    1a(4)
     
    No
    (5) Transfer any income or assets to a disqualified person (or make any of either available
    for the benefit or use of a disqualified person)? ......................
    1a(5)
     
    No
    (6) Agree to pay money or property to a government official? (Exception. Check "No"
    if the foundation agreed to make a grant to or to employ the official for a period
    after termination of government service, if terminating within 90 days.) ...............
    1a(6)
     
    No
    b
    If any answer is "Yes" to 1a(1)–(6), did any of the acts fail to qualify under the exceptions described in Regulations
    section 53.4941(d)-3 or in a current notice regarding disaster assistance? See instructions ..........
    1b
     
     
    c
    ........bullet
    d
    Did the foundation engage in a prior year in any of the acts described in 1a, other than excepted acts,
    that were not corrected before the first day of the tax year beginning in 2021? .............
    1d
     
    No
    2
    Taxes on failure to distribute income (section 4942) (does not apply for years the foundation was a private
    operating foundation defined in section 4942(j)(3) or 4942(j)(5)):
    a
    At the end of tax year 2021, did the foundation have any undistributed income (lines 6d
    and 6e, Part XII) for tax year(s) beginning before 2021?....................
    2a
     
    No
    If "Yes," list the years bullet20, 20, 20, 20
    b
    Are there any years listed in 2a for which the foundation is not applying the provisions of section 4942(a)(2)
    (relating to incorrect valuation of assets) to the year’s undistributed income? (If applying section 4942(a)(2)
    to all years listed, answer "No" and attach statement—see instructions.) ..............
    2b
     
     
    c
    If the provisions of section 4942(a)(2) are being applied to any of the years listed in 2a, list the years here.
    bullet20, 20, 20, 20
    3a
    Did the foundation hold more than a 2% direct or indirect interest in any business enterprise at
    any time during the year? ..............................
    3a
     
    No
    b
    If "Yes," did it have excess business holdings in 2021 as a result of (1) any purchase by the foundation
    or disqualified persons after May 26, 1969; (2) the lapse of the 5-year period (or longer period approved
    by the Commissioner under section 4943(c)(7)) to dispose of holdings acquired by gift or bequest; or (3)
    the lapse of the 10-, 15-, or 20-year first phase holding period? (Use Schedule C, Form 4720, to determine
    if the foundation had excess business holdings in 2021.) .....................
    3b
     
     
    4a
    Did the foundation invest during the year any amount in a manner that would jeopardize its charitable purposes?
    4a
     
    No
    b
    Did the foundation make any investment in a prior year (but after December 31, 1969) that could jeopardize its
    charitable purpose that had not been removed from jeopardy before the first day of the tax year beginning in 2021? ..
    4b
     
    No
    Form 990-PF (2021)
    Form 990-PF (2021)
    Page 6
    Part VI-B
    Statements Regarding Activities for Which Form 4720 May Be Required (continued)
    5a
    During the year did the foundation pay or incur any amount to:
    Yes
    No
    (1) Carry on propaganda, or otherwise attempt to influence legislation (section 4945(e))? ..........
    5a(1)
     
    No
    (2) Influence the outcome of any specific public election (see section 4955); or to carry
    on, directly or indirectly, any voter registration drive? ....................
    5a(2)
     
    No
    (3) Provide a grant to an individual for travel, study, or other similar purposes? .............
    5a(3)
     
    No
    (4) Provide a grant to an organization other than a charitable, etc., organization described
    in section 4945(d)(4)(A)? See instructions ........................
    5a(4)
     
    No
    (5) Provide for any purpose other than religious, charitable, scientific, literary, or
    educational purposes, or for the prevention of cruelty to children or animals? .............
    5a(5)
     
    No
    b
    If any answer is "Yes" to 5a(1)–(5), did any of the transactions fail to qualify under the exceptions described in
    Regulations section 53.4945 or in a current notice regarding disaster assistance? See instructions ........
    5b
     
     
    c
    .........bullet
    d
    If the answer is "Yes" to question 5a(4), does the foundation claim exemption from the
    tax because it maintained expenditure responsibility for the grant? .................
    5d
     
     
    If "Yes," attach the statement required by Regulations section 53.4945–5(d).
    6a
    Did the foundation, during the year, receive any funds, directly or indirectly, to pay premiums on
    a personal benefit contract? .............................
    6a
     
    No
    b
    Did the foundation, during the year, pay premiums, directly or indirectly, on a personal benefit contract? ....
    6b
     
    No
    If "Yes" to 6b, file Form 8870.
    7a
    At any time during the tax year, was the foundation a party to a prohibited tax shelter transaction?
    7a
     
    No
    b
    If "Yes", did the foundation receive any proceeds or have any net income attributable to the transaction? .....
    7b
     
     
    8
    Is the foundation subject to the section 4960 tax on payment(s) of more than $1,000,000 in remuneration or
    excess parachute payment during the year? .........................
    8
     
    No
    Part VII
    Information About Officers, Directors, Trustees, Foundation Managers, Highly Paid Employees,
    and Contractors
    1 List all officers, directors, trustees, foundation managers and their compensation. See instructions
    (a) Name and address (b) Title, and average
    hours per week
    devoted to position
    (c) Compensation
    (If not paid, enter
    -0-)
    (d) Contributions to employee benefit plans and deferred compensation (e) Expense account,
    other allowances
    THOMAS D MACLEOD PRESIDENT
    1.00
    0 0 0
    3055 KETTERING BLVD SUITE 200
    DAYTON,OH45439
    BARBARA B MACLEOD TRUSTEE
    1.00
    0 0 0
    3055 KETTERING BLVD SUITE 200
    DAYTON,OH45439
    FREDERICK J CASPAR ESQ ASST. SECRETARY & TRUSTEE
    1.00
    0 0 0
    ONE SOUTH MAIN STREET SUITE 1300
    DAYTON,OH45402
    2 Compensation of five highest-paid employees (other than those included on line 1—see instructions). If none, enter “NONE."
    (a) Name and address of each employee paid more than $50,000 (b) Title, and average
    hours per week
    devoted to position
    (c) Compensation (d) Contributions to
    employee benefit
    plans and deferred
    compensation
    (e) Expense account,
    other allowances
    NONE
    Total number of other employees paid over $50,000...................bullet 0
    Form 990-PF (2021)
    Form 990-PF (2021)
    Page 7
    Part VII
    Information About Officers, Directors, Trustees, Foundation Managers, Highly Paid Employees,
    and Contractors (continued)
    3 Five highest-paid independent contractors for professional services (see instructions). If none, enter "NONE".
    (a) Name and address of each person paid more than $50,000 (b) Type of service (c) Compensation
    NONE
    Total number of others receiving over $50,000 for professional services.............bullet0
    Part VIII-A
    Summary of Direct Charitable Activities
    List the foundation’s four largest direct charitable activities during the tax year. Include relevant statistical information such as the number of organizations and other beneficiaries served, conferences convened, research papers produced, etc. Expenses
    1  
    2  
    3  
    4  
    Part VIII-B
    Summary of Program-Related Investments (see instructions)
    Describe the two largest program-related investments made by the foundation during the tax year on lines 1 and 2. Amount
    1  
    2  
    All other program-related investments. See instructions.
    3  
    Total. Add lines 1 through 3.........................bullet0
    Form 990-PF (2021)
    Form 990-PF (2021)
    Page 8
    Part IX
    Minimum Investment Return (All domestic foundations must complete this part. Foreign foundations, see instructions.)
    1
    Fair market value of assets not used (or held for use) directly in carrying out charitable, etc.,
    purposes:
    a
    Average monthly fair market value of securities...................
    1a
    113,068
    b
    Average of monthly cash balances.......................
    1b
    498,660
    c
    Fair market value of all other assets (see instructions)................
    1c
    0
    d
    Total (add lines 1a, b, and c).........................
    1d
    611,728
    e
    Reduction claimed for blockage or other factors reported on lines 1a and
    1c (attach detailed explanation) .............
    1e
    0
    2
    Acquisition indebtedness applicable to line 1 assets..................
    2
    0
    3
    Subtract line 2 from line 1d.........................
    3
    611,728
    4
    Cash deemed held for charitable activities. Enter 1.5% (0.015) of line 3 (for greater amount, see
    instructions) .............................
    4
    9,176
    5
    Net value of noncharitable-use assets. Subtract line 4 from line 3. .......
    5
    602,552
    6
    Minimum investment return. Enter 5% (0.05) of line 5................
    6
    30,128
    Part X
    Distributable Amount (see instructions) (Section 4942(j)(3) and (j)(5) private operating foundations and certain foreign organizations check here right arrow and do not complete this part.)
    1
    Minimum investment return from Part IX, line 6..................
    1
    30,128
    2a
    Tax on investment income for 2021 from Part V, line 5.......
    2a
    5,515
    b
    Income tax for 2021. (This does not include the tax from Part V.) ...
    2b
     
    c
    Add lines 2a and 2b............................
    2c
    5,515
    3
    Distributable amount before adjustments. Subtract line 2c from line 1............
    3
    24,613
    4
    Recoveries of amounts treated as qualifying distributions................
    4
    0
    5
    Add lines 3 and 4............................
    5
    24,613
    6
    Deduction from distributable amount (see instructions).................
    6
    0
    7
    Distributable amount as adjusted. Subtract line 6 from line 5. Enter here and on Part XII, line 1 ...
    7
    24,613
    Part XI
    Qualifying Distributions (see instructions)
    1
    Amounts paid (including administrative expenses) to accomplish charitable, etc., purposes:
    a
    Expenses, contributions, gifts, etc.—total from Part I, column (d), line 26 ..........
    1a
     
    b
    Program-related investments—total from Part VIII-B..................
    1b
     
    2
    Amounts paid to acquire assets used (or held for use) directly in carrying out charitable, etc.,
    purposes...............................
    2
     
    3
    Amounts set aside for specific charitable projects that satisfy the:
    a
    Suitability test (prior IRS approval required)....................
    3a
     
    b
    Cash distribution test (attach the required schedule) .................
    3b
     
    4
    Qualifying distributions. Add lines 1a through 3b. Enter here and on Part XII, line 4.
    4
     
    Form 990-PF (2021)
    Form 990-PF (2021)
    Page 9
    Part XII
    Undistributed Income (see instructions)
    (a)
    Corpus
    (b)
    Years prior to 2020
    (c)
    2020
    (d)
    2021
    1 Distributable amount for 2021 from Part X, line 7 24,613
    2 Undistributed income, if any, as of the end of 2021:
    a Enter amount for 2020 only....... 0
    b Total for prior years:20, 20, 20 0
    3 Excess distributions carryover, if any, to 2021:
    a From 2016...... 436,842
    b From 2017...... 419,513
    c From 2018...... 299,952
    d From 2019...... 140,486
    e From 2020...... 655,609
    f Total of lines 3a through e ........ 1,952,402
    4Qualifying distributions for 2021 from Part
    XI, line 4: bullet$ 1,499,356
    a Applied to 2020, but not more than line 2a 0
    b Applied to undistributed income of prior years
    (Election required—see instructions).....
    0
    c Treated as distributions out of corpus (Election
    required—see instructions)........
    0
    d Applied to 2021 distributable amount..... 24,613
    e Remaining amount distributed out of corpus 1,474,743
    5 Excess distributions carryover applied to 2021. 0 0
    (If an amount appears in column (d), the
    same amount must be shown in column (a).)
    6Enter the net total of each column as
    indicated below:
    a Corpus. Add lines 3f, 4c, and 4e. Subtract line 5 3,427,145
    b Prior years’ undistributed income. Subtract
    line 4b from line 2b ..........
    0
    c Enter the amount of prior years’ undistributed
    income for which a notice of deficiency has
    been issued, or on which the section 4942(a)
    tax has been previously assessed......
    0
    d Subtract line 6c from line 6b. Taxable amount
    —see instructions ...........
    0
    e Undistributed income for 2019. Subtract line
    4a from line 2a. Taxable amount—see
    instructions .............
    0
    f Undistributed income for 2021. Subtract
    lines 4d and 5 from line 1. This amount must
    be distributed in 2022 ..........
    0
    7 Amounts treated as distributions out of
    corpus to satisfy requirements imposed by
    section 170(b)(1)(F) or 4942(g)(3) (Election may
    be required - see instructions) .......
    0
    8 Excess distributions carryover from 2016 not
    applied on line 5 or line 7 (see instructions) ...
    436,842
    9 Excess distributions carryover to 2022.
    Subtract lines 7 and 8 from line 6a ......
    2,990,303
    10 Analysis of line 9:
    a Excess from 2017.... 419,513
    b Excess from 2018.... 299,952
    c Excess from 2019.... 140,486
    d Excess from 2020.... 655,609
    e Excess from 2021.... 1,474,743
    Form 990-PF (2021)
    Form 990-PF (2021)
    Page 10
    Part XIII
    Private Operating Foundations (see instructions and Part VI-A, question 9)
    1a If the foundation has received a ruling or determination letter that it is a private operating
    foundation, and the ruling is effective for 2021, enter the date of the ruling ....... bullet
     
    b Check box to indicate whether the organization is a private operating foundation described in section or
    2a Enter the lesser of the adjusted net
    income from Part I or the minimum
    investment return from Part X for each
    year listed ..........
    Tax year Prior 3 years (e) Total
    (a) 2021 (b) 2020 (c) 2019 (d) 2018
             
    b 85% (0.85) of line 2a .........          
    c Qualifying distributions from Part XI,
    line 4 for each year listed .....
             
    d Amounts included in line 2c not used directly
    for active conduct of exempt activities ..........
             
    e Qualifying distributions made directly
    for active conduct of exempt activities.
    Subtract line 2d from line 2c ....
             
    3 Complete 3a, b, or c for the
    alternative test relied upon:
    a “Assets" alternative test—enter:
    (1) Value of all assets ......          
    (2) Value of assets qualifying
    under section 4942(j)(3)(B)(i)
             
    b “Endowment" alternative test— enter 2/3
    of minimum investment return shown in
    Part IX, line 6 for each year listed ..
             
    c “Support" alternative test—enter:
    (1) Total support other than gross
    investment income (interest,
    dividends, rents, payments
    on securities loans (section
    512(a)(5)), or royalties) ....
             
    (2) Support from general public
    and 5 or more exempt
    organizations as provided in
    section 4942(j)(3)(B)(iii)....
             
    (3) Largest amount of support
    from an exempt organization
             
    (4) Gross investment income          
    Part XIV
    Supplementary Information (Complete this part only if the foundation had $5,000 or more in
    assets at any time during the year—see instructions.)
    1Information Regarding Foundation Managers:
    aList any managers of the foundation who have contributed more than 2% of the total contributions received by the foundation
    before the close of any tax year (but only if they have contributed more than $5,000). (See section 507(d)(2).)
    THOMAS D MACLEOD
    BARBARA B MACLEOD
    bList any managers of the foundation who own 10% or more of the stock of a corporation (or an equally large portion of the
    ownership of a partnership or other entity) of which the foundation has a 10% or greater interest.
    2Information Regarding Contribution, Grant, Gift, Loan, Scholarship, etc., Programs:
    Check here bullet
    aThe name, address, and telephone number or email address of the person to whom applications should be addressed:
    bThe form in which applications should be submitted and information and materials they should include:
    cAny submission deadlines:
    dAny restrictions or limitations on awards, such as by geographical areas, charitable fields, kinds of institutions, or other
    factors:
    Form 990-PF (2021)
    Form 990-PF (2021)
    Page 11
    Part XIV
    Supplementary Information (continued)
    3 Grants and Contributions Paid During the Year or Approved for Future Payment
    Recipient If recipient is an individual,
    show any relationship to
    any foundation manager
    or substantial contributor
    Foundation
    status of
    recipient
    Purpose of grant or
    contribution
    Amount
    Name and address (home or business)
    aPaid during the year
    CHAMINADE JULIENNE CATHOLIC HIGH SCHOOL
    505 S LUDLOW STREET
    DAYTON,OH45402
    NONE 501(C)(3) EDUCATION 80,250
    CHAMINADE JULIENNE CATHOLIC HIGH SCHOOL
    505 S LUDLOW STREET
    DAYTON,OH45402
    NONE 501(C)(3) EDUCATIONDATE OF DISTRIBUTION: 12/17/2021DESCRIPTION OF PROPERTY: 4,340 SHARES OF VANGUARD REIT INDEX FUNDBOOK VALUE: $279,646.99DETERMINING BOOK VALUE: PURCHASE PRICEFMV: $484,951.60METHOD FOR DETERMINING FMV: NYSE 484,952
    CHAMINADE JULIENNE CATHOLIC HIGH SCHOOL
    505 S LUDLOW STREET
    DAYTON,OH45402
    NONE 501(C)(3) EDUCATIONDATE OF DISTRIBUTION: 12/17/2021DESCRIPTION OF PROPERTY: 3,207 SHARES OF VANGUARD FTSE EMERGINGBOOK VALUE: $109,041.96METHOD FOR DETERMINING BOOK VALUE: PURCHASE PRICEFMV: $157,014.72METHOD FOR DETERMINING FMV: NYSE 157,015
    CHAMINADE JULIENNE CATHOLIC HIGH SCHOOL
    505 S LUDLOW STREET
    DAYTON,OH45402
    NONE 501(C)(3) EDUCATIONDATE OF DISTRIBUTION: 12/17/2021DESCRIPTION OF PROPERTY: 1,985 SHARES OF SPDR S&P BANKBOOK VALUE: $50,848.80METHOD FOR DETERMINING BOOK VALUE: PURCHASE PRICEFMV: $105,026.35METHOD FOR DETERMINING FMV: NYSE 105,026
    CHAMINADE JULIENNE CATHOLIC HIGH SCHOOL
    505 S LUDLOW STREET
    DAYTON,OH45402
    NONE 501(C)(3) EDUCATIONDATE OF DISTRIBUTION: 12/17/2021DESCRIPTION OF PROPERTY: 19 SHARES OF ISHARES US REALBOOK VALUE: $1,288.39METHOD FOR DETERMINING BOOK VALUE: PURCHASE PRICEFMV: 2,112.99METHOD FOR DETERMINING FMV: NYSE 2,113
    CORNELL UNIVERSITY
    616 THURSTON AVE
    ITHACA,NY14850
    NONE 501(C)(3) EDUCATION 275,000
    RONALD MCDONALD HOUSE CHARITIES
    555 VALLEY STREET
    DAYTON,OH45404
    NONE 501(C)(3) HEALTH AND HUMAN SERVICES 395,000
    Total .................................bullet 3a 1,499,356
    bApproved for future payment
    Total .................................bullet 3b 0
    Form 990-PF (2021)
    Form 990-PF (2021)
    Page 12
    Part XV-A
    Analysis of Income-Producing Activities
    Enter gross amounts unless otherwise indicated. Unrelated business income Excluded by section 512, 513, or 514 (e)
    Related or exempt
    function income
    (See instructions.)
    1Program service revenue: (a)
    Business code
    (b)
    Amount
    (c)
    Exclusion code
    (d)
    Amount
    a
    b
    c
    d
    e
    f
    gFees and contracts from government agencies          
    2 Membership dues and assessments ....          
    3 Interest on savings and temporary cash
    investments ...........
        14 4,010  
    4 Dividends and interest from securities ....          
    5 Net rental income or (loss) from real estate:
    aDebt-financed property......          
    bNot debt-financed property.....          
    6 Net rental income or (loss) from personal property          
    7 Other investment income .....          
    8 Gain or (loss) from sales of assets other than
    inventory ............
        18 8,043  
    9 Net income or (loss) from special events:          
    10 Gross profit or (loss) from sales of inventory          
    11 Other revenue: a
    b
    c
    d
    e
    12 Subtotal. Add columns (b), (d), and (e) .. 0 13,581 0
    13Total. Add line 12, columns (b), (d), and (e)..................
    13
    13,581
    (See worksheet in line 13 instructions to verify calculations.)
    Part XV-B
    Relationship of Activities to the Accomplishment of Exempt Purposes
    Line No.
    DownArrow
    Explain below how each activity for which income is reported in column (e) of Part XV-A contributed importantly to
    the accomplishment of the foundation’s exempt purposes (other than by providing funds for such purposes). (See
    instructions.)
    Form 990-PF (2021)
    Form 990-PF (2021)
    Page 13
    Part XVI
    Information Regarding Transfers To and Transactions and Relationships With Noncharitable Exempt Organizations
    1
    Did the organization directly or indirectly engage in any of the following with any other organization described in section 501(c) (other than section 501(c)(3) organizations) or in section 527, relating to political organizations?
    Yes
    No
    a
    Transfers from the reporting foundation to a noncharitable exempt organization of:
    (1) Cash...................................
    1a(1)
     
    No
    (2) Other assets.................................
    1a(2)
     
    No
    b
    Other transactions:
    (1) Sales of assets to a noncharitable exempt organization....................
    1b(1)
     
    No
    (2) Purchases of assets from a noncharitable exempt organization..................
    1b(2)
     
    No
    (3) Rental of facilities, equipment, or other assets.......................
    1b(3)
     
    No
    (4) Reimbursement arrangements...........................
    1b(4)
     
    No
    (5) Loans or loan guarantees.............................
    1b(5)
     
    No
    (6) Performance of services or membership or fundraising solicitations................
    1b(6)
     
    No
    c
    Sharing of facilities, equipment, mailing lists, other assets, or paid employees..............
    1c
     
    No
    d
    If the answer to any of the above is "Yes," complete the following schedule. Column (b) should always show the fair market value
    of the goods, other assets, or services given by the reporting foundation. If the foundation received less than fair market value
    in any transaction or sharing arrangement, show in column (d) the value of the goods, other assets, or services received.
    (a) Line No. (b) Amount involved (c) Name of noncharitable exempt organization (d) Description of transfers, transactions, and sharing arrangements
    2a
    Is the foundation directly or indirectly affiliated with, or related to, one or more tax-exempt organizations
    described in section 501(c) (other than section 501(c)(3)) or in section 527? ...........
    b
    If "Yes," complete the following schedule.

    (a) Name of organization (b) Type of organization (c) Description of relationship
    Sign Here
    Under penalties of perjury, I declare that I have examined this return, including accompanying schedules and statements, and to the best of my knowledge and belief, it is true, correct, and complete. Declaration of preparer (other than taxpayer) is based on all information of which preparer has any knowledge.
    Bullet Bullet
    May the IRS discuss this return
    with the preparer shown below?
    See instructions.
    Signature of officer or trustee Date Title
    Paid Preparer Use Only Print/Type preparer's name Preparer's Signature Date PTIN
    Firm's name SmallBullet
    Firm's EIN SmallBullet
    Firm's address SmallBullet


    Phone no.
    Form 990-PF (2021)
    Additional Data


    Software ID:  
    Software Version:  


    Form 990PF - Special Condition Description:
    Special Condition Description
    Schedule B
    (Form 990)
    Department of the Treasury
    Internal Revenue Service
    Schedule of Contributors

    Arrow Bullet Attach to Form 990, 990-EZ, or 990-PF.
    Arrow Bullet Go to www.irs.gov/Form990 for the latest information.
    OMB No. 1545-0047
    2021
    Name of the organization
    CARDINAL FOUNDATION
     
    Employer identification number

    31-1681353
    Organization type (check one):
    Filers of:
    Section:
    Form 990 or 990-EZ






    Form 990-PF




    Check if your organization is covered by the General Rule or a Special Rule.  
    Note: Only a section 501(c)(7), (8), or (10) organization can check boxes for both the General Rule and a Special Rule. See instructions.
    General Rule
    Special Rules
    ......... Arrow Bullet $  
    Caution: An organization that isn't covered by the General Rule and/or the Special Rules doesn't file Schedule B (Form 990,
    990-EZ, or 990-PF), but it must answer “No” on Part IV, line 2, of its Form 990; or check the box on line H of its Form 990-EZ
    or on its Form 990PF, Part I, line 2, to certify that it doesn't meet the filing requirements of Schedule B (Form 990,
    990-EZ, or 990-PF).
    For Paperwork Reduction Act Notice, see the Instructions
    for Form 990, 990-EZ, or 990-PF.
    Cat. No. 30613XSchedule B (Form 990) (2021)
    Schedule B (Form 990) (2021) Page 2
    Name of organization
    CARDINAL FOUNDATION
     
    Employer identification number
    31-1681353
    Part I
    Contributors
    Contributors (see instructions). Use duplicate copies of Part I if additional space is needed.
    (a)
    No.
    (b)
    Name, address, and ZIP + 4
    (c)
    Total contributions
    (d)
    Type of contribution
    1
    THOMAS AND BARBARA MACLEOD
     
    3055 KETTERING BLVD SUITE 200
     
    DAYTON, OH45439

    $ 15,858


    (Complete Part II for noncash contributions.)
    (a)
    No.
    (b)
    Name, address, and ZIP + 4
    (c)
    Total contributions
    (d)
    Type of contribution
    2
    THOMAS AND BARBARA MACLEOD
     
    3055 KETTERING BLVD SUITE 200
     
    DAYTON, OH45439

    $ 7,109


    (Complete Part II for noncash contributions.)
    (a)
    No.
    (b)
    Name, address, and ZIP + 4
    (c)
    Total contributions
    (d)
    Type of contribution
    3
    THOMAS AND BARBARA MACLEOD
     
    3055 KETTERING BLVD SUITE 200
     
    DAYTON, OH45439

    $ 8,978


    (Complete Part II for noncash contributions.)
    (a)
    No.
    (b)
    Name, address, and ZIP + 4
    (c)
    Total contributions
    (d)
    Type of contribution
    4
    THOMAS AND BARBARA MACLEOD
     
    3055 KETTERING BLVD SUITE 200
     
    DAYTON, OH45439

    $ 84


    (Complete Part II for noncash contributions.)
    (a)
    No.
    (b)
    Name, address, and ZIP + 4
    (c)
    Total contributions
    (d)
    Type of contribution
    5
    THOMAS AND BARBARA MACLEOD
     
    3055 KETTERING BLVD SUITE 200
     
    DAYTON, OH45439

    $ 3,104


    (Complete Part II for noncash contributions.)
    (a)
    No.
    (b)
    Name, address, and ZIP + 4
    (c)
    Total contributions
    (d)
    Type of contribution
    6
    THOMAS AND BARBARA MACLEOD
     
    3055 KETTERING BLVD SUITE 200
     
    DAYTON, OH45439

    $ 1,717


    (Complete Part II for noncash contributions.)
    Schedule B (Form 990) (2021)
    Name of organization
    CARDINAL FOUNDATION
     
    Employer identification number
    31-1681353
    Part I
    Contributors
    Contributors (see instructions). Use duplicate copies of Part I if additional space is needed.
    (a)
    No.
    (b)
    Name, address, and ZIP + 4
    (c)
    Total contributions
    (d)
    Type of contribution
    7
    THOMAS AND BARBARA MACLEOD
     
    3055 KETTERING BLVD SUITE 200
     
    DAYTON, OH45439

    $ 13,019


    (Complete Part II for noncash contributions.)
    (a)
    No.
    (b)
    Name, address, and ZIP + 4
    (c)
    Total contributions
    (d)
    Type of contribution
    8
    THOMAS AND BARBARA MACLEOD
     
    3055 KETTERING BLVD SUITE 200
     
    DAYTON, OH45439

    $ 31,953


    (Complete Part II for noncash contributions.)
    (a)
    No.
    (b)
    Name, address, and ZIP + 4
    (c)
    Total contributions
    (d)
    Type of contribution
    9
    THOMAS AND BARBARA MACLEOD
     
    3055 KETTERING BLVD SUITE 200
     
    DAYTON, OH45439

    $ 9,065


    (Complete Part II for noncash contributions.)
    (a)
    No.
    (b)
    Name, address, and ZIP + 4
    (c)
    Total contributions
    (d)
    Type of contribution
    10
    THOMAS AND BARBARA MACLEOD
     
    3055 KETTERING BLVD SUITE 200
     
    DAYTON, OH45439

    $ 96


    (Complete Part II for noncash contributions.)
    (a)
    No.
    (b)
    Name, address, and ZIP + 4
    (c)
    Total contributions
    (d)
    Type of contribution
    11
    THOMAS AND BARBARA MACLEOD
     
    3055 KETTERING BLVD SUITE 200
     
    DAYTON, OH45439

    $ 12,797


    (Complete Part II for noncash contributions.)
    (a)
    No.
    (b)
    Name, address, and ZIP + 4
    (c)
    Total contributions
    (d)
    Type of contribution
    12
    THOMAS AND BARBARA MACLEOD
     
    3055 KETTERING BLVD SUITE 200
     
    DAYTON, OH45439

    $ 1,140


    (Complete Part II for noncash contributions.)
    Schedule B (Form 990) (2021)
    Name of organization
    CARDINAL FOUNDATION
     
    Employer identification number
    31-1681353
    Part I
    Contributors
    Contributors (see instructions). Use duplicate copies of Part I if additional space is needed.
    (a)
    No.
    (b)
    Name, address, and ZIP + 4
    (c)
    Total contributions
    (d)
    Type of contribution
    13
    THOMAS AND BARBARA MACLEOD
     
    3055 KETTERING BLVD SUITE 200
     
    DAYTON, OH45439

    $ 12,541


    (Complete Part II for noncash contributions.)
    (a)
    No.
    (b)
    Name, address, and ZIP + 4
    (c)
    Total contributions
    (d)
    Type of contribution
    14
    THOMAS AND BARBARA MACLEOD
     
    3055 KETTERING BLVD SUITE 200
     
    DAYTON, OH45439

    $ 1,340


    (Complete Part II for noncash contributions.)
    (a)
    No.
    (b)
    Name, address, and ZIP + 4
    (c)
    Total contributions
    (d)
    Type of contribution
    15
    THOMAS AND BARBARA MACLEOD
     
    3055 KETTERING BLVD SUITE 200
     
    DAYTON, OH45439

    $ 8,857


    (Complete Part II for noncash contributions.)
    (a)
    No.
    (b)
    Name, address, and ZIP + 4
    (c)
    Total contributions
    (d)
    Type of contribution
    16
    THOMAS AND BARBARA MACLEOD
     
    3055 KETTERING BLVD SUITE 200
     
    DAYTON, OH45439

    $ 2,680


    (Complete Part II for noncash contributions.)
    (a)
    No.
    (b)
    Name, address, and ZIP + 4
    (c)
    Total contributions
    (d)
    Type of contribution
    17
    THOMAS AND BARBARA MACLEOD
     
    3055 KETTERING BLVD SUITE 200
     
    DAYTON, OH45439

    $ 1,715


    (Complete Part II for noncash contributions.)
    (a)
    No.
    (b)
    Name, address, and ZIP + 4
    (c)
    Total contributions
    (d)
    Type of contribution
    18
    THOMAS AND BARBARA MACLEOD
     
    3055 KETTERING BLVD SUITE 200
     
    DAYTON, OH45439

    $ 5,001


    (Complete Part II for noncash contributions.)
    Schedule B (Form 990) (2021)
    Name of organization
    CARDINAL FOUNDATION
     
    Employer identification number
    31-1681353
    Part I
    Contributors
    Contributors (see instructions). Use duplicate copies of Part I if additional space is needed.
    (a)
    No.
    (b)
    Name, address, and ZIP + 4
    (c)
    Total contributions
    (d)
    Type of contribution
    19
    THOMAS AND BARBARA MACLEOD
     
    3055 KETTERING BLVD SUITE 200
     
    DAYTON, OH45439

    $ 18,893


    (Complete Part II for noncash contributions.)
    (a)
    No.
    (b)
    Name, address, and ZIP + 4
    (c)
    Total contributions
    (d)
    Type of contribution
    20
    THOMAS AND BARBARA MACLEOD
     
    3055 KETTERING BLVD SUITE 200
     
    DAYTON, OH45439

    $ 1,909


    (Complete Part II for noncash contributions.)
    (a)
    No.
    (b)
    Name, address, and ZIP + 4
    (c)
    Total contributions
    (d)
    Type of contribution
    21
    THOMAS AND BARBARA MACLEOD
     
    3055 KETTERING BLVD SUITE 200
     
    DAYTON, OH45439

    $ 5,728


    (Complete Part II for noncash contributions.)
    (a)
    No.
    (b)
    Name, address, and ZIP + 4
    (c)
    Total contributions
    (d)
    Type of contribution
    22
    THOMAS AND BARBARA MACLEOD
     
    3055 KETTERING BLVD SUITE 200
     
    DAYTON, OH45439

    $ 17,378


    (Complete Part II for noncash contributions.)
    (a)
    No.
    (b)
    Name, address, and ZIP + 4
    (c)
    Total contributions
    (d)
    Type of contribution
    23
    THOMAS AND BARBARA MACLEOD
     
    3055 KETTERING BLVD SUITE 200
     
    DAYTON, OH45439

    $ 3,660


    (Complete Part II for noncash contributions.)
    (a)
    No.
    (b)
    Name, address, and ZIP + 4
    (c)
    Total contributions
    (d)
    Type of contribution
    24
    THOMAS AND BARBARA MACLEOD
     
    3055 KETTERING BLVD SUITE 200
     
    DAYTON, OH45439

    $ 4,029


    (Complete Part II for noncash contributions.)
    Schedule B (Form 990) (2021)
    Name of organization
    CARDINAL FOUNDATION
     
    Employer identification number
    31-1681353
    Part I
    Contributors
    Contributors (see instructions). Use duplicate copies of Part I if additional space is needed.
    (a)
    No.
    (b)
    Name, address, and ZIP + 4
    (c)
    Total contributions
    (d)
    Type of contribution
    25
    THOMAS AND BARBARA MACLEOD
     
    3055 KETTERING BLVD SUITE 200
     
    DAYTON, OH45439

    $ 1,687


    (Complete Part II for noncash contributions.)
    (a)
    No.
    (b)
    Name, address, and ZIP + 4
    (c)
    Total contributions
    (d)
    Type of contribution
    26
    THOMAS AND BARBARA MACLEOD
     
    3055 KETTERING BLVD SUITE 200
     
    DAYTON, OH45439

    $ 5,905


    (Complete Part II for noncash contributions.)
    (a)
    No.
    (b)
    Name, address, and ZIP + 4
    (c)
    Total contributions
    (d)
    Type of contribution
    27
    THOMAS AND BARBARA MACLEOD
     
    3055 KETTERING BLVD SUITE 200
     
    DAYTON, OH45439

    $ 4,035


    (Complete Part II for noncash contributions.)
    (a)
    No.
    (b)
    Name, address, and ZIP + 4
    (c)
    Total contributions
    (d)
    Type of contribution
    28
    THOMAS AND BARBARA MACLEOD
     
    3055 KETTERING BLVD SUITE 200
     
    DAYTON, OH45439

    $ 252


    (Complete Part II for noncash contributions.)
    (a)
    No.
    (b)
    Name, address, and ZIP + 4
    (c)
    Total contributions
    (d)
    Type of contribution
    29
    THOMAS AND BARBARA MACLEOD
     
    3055 KETTERING BLVD SUITE 200
     
    DAYTON, OH45439

    $ 4,287


    (Complete Part II for noncash contributions.)
    (a)
    No.
    (b)
    Name, address, and ZIP + 4
    (c)
    Total contributions
    (d)
    Type of contribution
    30
    THOMAS AND BARBARA MACLEOD
     
    3055 KETTERING BLVD SUITE 200
     
    DAYTON, OH45439

    $ 10,222


    (Complete Part II for noncash contributions.)
    Schedule B (Form 990) (2021)
    Name of organization
    CARDINAL FOUNDATION
     
    Employer identification number
    31-1681353
    Part I
    Contributors
    Contributors (see instructions). Use duplicate copies of Part I if additional space is needed.
    (a)
    No.
    (b)
    Name, address, and ZIP + 4
    (c)
    Total contributions
    (d)
    Type of contribution
    31
    THOMAS AND BARBARA MACLEOD
     
    3055 KETTERING BLVD SUITE 200
     
    DAYTON, OH45439

    $ 1,043


    (Complete Part II for noncash contributions.)
    (a)
    No.
    (b)
    Name, address, and ZIP + 4
    (c)
    Total contributions
    (d)
    Type of contribution
    32
    THOMAS AND BARBARA MACLEOD
     
    3055 KETTERING BLVD SUITE 200
     
    DAYTON, OH45439

    $ 6,260


    (Complete Part II for noncash contributions.)
    (a)
    No.
    (b)
    Name, address, and ZIP + 4
    (c)
    Total contributions
    (d)
    Type of contribution
    33
    THOMAS AND BARBARA MACLEOD
     
    3055 KETTERING BLVD SUITE 200
     
    DAYTON, OH45439

    $ 3,865


    (Complete Part II for noncash contributions.)
    (a)
    No.
    (b)
    Name, address, and ZIP + 4
    (c)
    Total contributions
    (d)
    Type of contribution
    34
    THOMAS AND BARBARA MACLEOD
     
    3055 KETTERING BLVD SUITE 200
     
    DAYTON, OH45439

    $ 644


    (Complete Part II for noncash contributions.)
    (a)
    No.
    (b)
    Name, address, and ZIP + 4
    (c)
    Total contributions
    (d)
    Type of contribution
    35
    THOMAS AND BARBARA MACLEOD
     
    3055 KETTERING BLVD SUITE 200
     
    DAYTON, OH45439

    $ 1,288


    (Complete Part II for noncash contributions.)
    (a)
    No.
    (b)
    Name, address, and ZIP + 4
    (c)
    Total contributions
    (d)
    Type of contribution
    36
    THOMAS AND BARBARA MACLEOD
     
    3055 KETTERING BLVD SUITE 200
     
    DAYTON, OH45439

    $ 3,246


    (Complete Part II for noncash contributions.)
    Schedule B (Form 990) (2021)
    Name of organization
    CARDINAL FOUNDATION
     
    Employer identification number
    31-1681353
    Part I
    Contributors
    Contributors (see instructions). Use duplicate copies of Part I if additional space is needed.
    (a)
    No.
    (b)
    Name, address, and ZIP + 4
    (c)
    Total contributions
    (d)
    Type of contribution
    37
    THOMAS AND BARBARA MACLEOD
     
    3055 KETTERING BLVD SUITE 200
     
    DAYTON, OH45439

    $ 1,683


    (Complete Part II for noncash contributions.)
    (a)
    No.
    (b)
    Name, address, and ZIP + 4
    (c)
    Total contributions
    (d)
    Type of contribution
    38
    THOMAS AND BARBARA MACLEOD
     
    3055 KETTERING BLVD SUITE 200
     
    DAYTON, OH45439

    $ 5,769


    (Complete Part II for noncash contributions.)
    (a)
    No.
    (b)
    Name, address, and ZIP + 4
    (c)
    Total contributions
    (d)
    Type of contribution
    39
    THOMAS AND BARBARA MACLEOD
     
    3055 KETTERING BLVD SUITE 200
     
    DAYTON, OH45439

    $ 5,754


    (Complete Part II for noncash contributions.)
    (a)
    No.
    (b)
    Name, address, and ZIP + 4
    (c)
    Total contributions
    (d)
    Type of contribution
    40
    THOMAS AND BARBARA MACLEOD
     
    3055 KETTERING BLVD SUITE 200
     
    DAYTON, OH45439

    $ 4,603


    (Complete Part II for noncash contributions.)
    (a)
    No.
    (b)
    Name, address, and ZIP + 4
    (c)
    Total contributions
    (d)
    Type of contribution
    41
    THOMAS AND BARBARA MACLEOD
     
    3055 KETTERING BLVD SUITE 200
     
    DAYTON, OH45439

    $ 3,444


    (Complete Part II for noncash contributions.)
    (a)
    No.
    (b)
    Name, address, and ZIP + 4
    (c)
    Total contributions
    (d)
    Type of contribution
    42
    THOMAS AND BARBARA MACLEOD
     
    3055 KETTERING BLVD SUITE 200
     
    DAYTON, OH45439

    $ 4,591


    (Complete Part II for noncash contributions.)
    Schedule B (Form 990) (2021)
    Name of organization
    CARDINAL FOUNDATION
     
    Employer identification number
    31-1681353
    Part I
    Contributors
    Contributors (see instructions). Use duplicate copies of Part I if additional space is needed.
    (a)
    No.
    (b)
    Name, address, and ZIP + 4
    (c)
    Total contributions
    (d)
    Type of contribution
    43
    THOMAS AND BARBARA MACLEOD
     
    3055 KETTERING BLVD SUITE 200
     
    DAYTON, OH45439

    $ 14,922


    (Complete Part II for noncash contributions.)
    (a)
    No.
    (b)
    Name, address, and ZIP + 4
    (c)
    Total contributions
    (d)
    Type of contribution
    44
    THOMAS AND BARBARA MACLEOD
     
    3055 KETTERING BLVD SUITE 200
     
    DAYTON, OH45439

    $ 15,269


    (Complete Part II for noncash contributions.)
    (a)
    No.
    (b)
    Name, address, and ZIP + 4
    (c)
    Total contributions
    (d)
    Type of contribution
    45
    THOMAS AND BARBARA MACLEOD
     
    3055 KETTERING BLVD SUITE 200
     
    DAYTON, OH45439

    $ 4,059


    (Complete Part II for noncash contributions.)
    (a)
    No.
    (b)
    Name, address, and ZIP + 4
    (c)
    Total contributions
    (d)
    Type of contribution
    46
    THOMAS AND BARBARA MACLEOD
     
    3055 KETTERING BLVD SUITE 200
     
    DAYTON, OH45439

    $ 3,182


    (Complete Part II for noncash contributions.)
    (a)
    No.
    (b)
    Name, address, and ZIP + 4
    (c)
    Total contributions
    (d)
    Type of contribution
    47
    THOMAS AND BARBARA MACLEOD
     
    3055 KETTERING BLVD SUITE 200
     
    DAYTON, OH45439

    $ 6,454


    (Complete Part II for noncash contributions.)
    (a)
    No.
    (b)
    Name, address, and ZIP + 4
    (c)
    Total contributions
    (d)
    Type of contribution
    48
    THOMAS AND BARBARA MACLEOD
     
    3055 KETTERING BLVD SUITE 200
     
    DAYTON, OH45439

    $ 6,297


    (Complete Part II for noncash contributions.)
    Schedule B (Form 990) (2021)
    Name of organization
    CARDINAL FOUNDATION
     
    Employer identification number
    31-1681353
    Part I
    Contributors
    Contributors (see instructions). Use duplicate copies of Part I if additional space is needed.
    (a)
    No.
    (b)
    Name, address, and ZIP + 4
    (c)
    Total contributions
    (d)
    Type of contribution
    49
    THOMAS AND BARBARA MACLEOD
     
    3055 KETTERING BLVD SUITE 200
     
    DAYTON, OH45439

    $ 315


    (Complete Part II for noncash contributions.)
    (a)
    No.
    (b)
    Name, address, and ZIP + 4
    (c)
    Total contributions
    (d)
    Type of contribution
    50
    THOMAS AND BARBARA MACLEOD
     
    3055 KETTERING BLVD SUITE 200
     
    DAYTON, OH45439

    $ 12,940


    (Complete Part II for noncash contributions.)
    (a)
    No.
    (b)
    Name, address, and ZIP + 4
    (c)
    Total contributions
    (d)
    Type of contribution
    51
    THOMAS AND BARBARA MACLEOD
     
    3055 KETTERING BLVD SUITE 200
     
    DAYTON, OH45439

    $ 11,263


    (Complete Part II for noncash contributions.)
    (a)
    No.
    (b)
    Name, address, and ZIP + 4
    (c)
    Total contributions
    (d)
    Type of contribution
    52
    THOMAS AND BARBARA MACLEOD
     
    3055 KETTERING BLVD SUITE 200
     
    DAYTON, OH45439

    $ 19,510


    (Complete Part II for noncash contributions.)
    (a)
    No.
    (b)
    Name, address, and ZIP + 4
    (c)
    Total contributions
    (d)
    Type of contribution
    53
    THOMAS AND BARBARA MACLEOD
     
    3055 KETTERING BLVD SUITE 200
     
    DAYTON, OH45439

    $ 10,661


    (Complete Part II for noncash contributions.)
    (a)
    No.
    (b)
    Name, address, and ZIP + 4
    (c)
    Total contributions
    (d)
    Type of contribution
    54
    THOMAS AND BARBARA MACLEOD
     
    3055 KETTERING BLVD SUITE 200
     
    DAYTON, OH45439

    $ 26,654


    (Complete Part II for noncash contributions.)
    Schedule B (Form 990) (2021)
    Name of organization
    CARDINAL FOUNDATION
     
    Employer identification number
    31-1681353
    Part I
    Contributors
    Contributors (see instructions). Use duplicate copies of Part I if additional space is needed.
    (a)
    No.
    (b)
    Name, address, and ZIP + 4
    (c)
    Total contributions
    (d)
    Type of contribution
    55
    THOMAS AND BARBARA MACLEOD
     
    3055 KETTERING BLVD SUITE 200
     
    DAYTON, OH45439

    $ 1,333


    (Complete Part II for noncash contributions.)
    (a)
    No.
    (b)
    Name, address, and ZIP + 4
    (c)
    Total contributions
    (d)
    Type of contribution
    56
    THOMAS AND BARBARA MACLEOD
     
    3055 KETTERING BLVD SUITE 200
     
    DAYTON, OH45439

    $ 2,689


    (Complete Part II for noncash contributions.)
    (a)
    No.
    (b)
    Name, address, and ZIP + 4
    (c)
    Total contributions
    (d)
    Type of contribution
    57
    THOMAS AND BARBARA MACLEOD
     
    3055 KETTERING BLVD SUITE 200
     
    DAYTON, OH45439

    $ 3,066


    (Complete Part II for noncash contributions.)
    (a)
    No.
    (b)
    Name, address, and ZIP + 4
    (c)
    Total contributions
    (d)
    Type of contribution
    58
    THOMAS AND BARBARA MACLEOD
     
    3055 KETTERING BLVD SUITE 200
     
    DAYTON, OH45439

    $ 34,947


    (Complete Part II for noncash contributions.)
    (a)
    No.
    (b)
    Name, address, and ZIP + 4
    (c)
    Total contributions
    (d)
    Type of contribution
    59
    THOMAS AND BARBARA MACLEOD
     
    3055 KETTERING BLVD SUITE 200
     
    DAYTON, OH45439

    $ 172,337


    (Complete Part II for noncash contributions.)
    (a)
    No.
    (b)
    Name, address, and ZIP + 4
    (c)
    Total contributions
    (d)
    Type of contribution
    60
    THOMAS AND BARBARA MACLEOD
     
    3055 KETTERING BLVD SUITE 200
     
    DAYTON, OH45439

    $ 27,010


    (Complete Part II for noncash contributions.)
    Schedule B (Form 990) (2021)
    Name of organization
    CARDINAL FOUNDATION
     
    Employer identification number
    31-1681353
    Part I
    Contributors
    Contributors (see instructions). Use duplicate copies of Part I if additional space is needed.
    (a)
    No.
    (b)
    Name, address, and ZIP + 4
    (c)
    Total contributions
    (d)
    Type of contribution
    61
    THOMAS AND BARBARA MACLEOD
     
    3055 KETTERING BLVD SUITE 200
     
    DAYTON, OH45439

    $ 12,254


    (Complete Part II for noncash contributions.)
    (a)
    No.
    (b)
    Name, address, and ZIP + 4
    (c)
    Total contributions
    (d)
    Type of contribution
    62
    THOMAS AND BARBARA MACLEOD
     
    3055 KETTERING BLVD SUITE 200
     
    DAYTON, OH45439

    $ 3,821


    (Complete Part II for noncash contributions.)
    (a)
    No.
    (b)
    Name, address, and ZIP + 4
    (c)
    Total contributions
    (d)
    Type of contribution
    63
    THOMAS AND BARBARA MACLEOD
     
    3055 KETTERING BLVD SUITE 200
     
    DAYTON, OH45439

    $ 3,522


    (Complete Part II for noncash contributions.)
    (a)
    No.
    (b)
    Name, address, and ZIP + 4
    (c)
    Total contributions
    (d)
    Type of contribution
    64
    THOMAS AND BARBARA MACLEOD
     
    3055 KETTERING BLVD SUITE 200
     
    DAYTON, OH45439

    $ 24,011


    (Complete Part II for noncash contributions.)
    (a)
    No.
    (b)
    Name, address, and ZIP + 4
    (c)
    Total contributions
    (d)
    Type of contribution
    65
    THOMAS AND BARBARA MACLEOD
     
    3055 KETTERING BLVD SUITE 200
     
    DAYTON, OH45439

    $ 30,638


    (Complete Part II for noncash contributions.)
    (a)
    No.
    (b)
    Name, address, and ZIP + 4
    (c)
    Total contributions
    (d)
    Type of contribution
    66
    THOMAS AND BARBARA MACLEOD
     
    3055 KETTERING BLVD SUITE 200
     
    DAYTON, OH45439

    $ 17,277


    (Complete Part II for noncash contributions.)
    Schedule B (Form 990) (2021)
    Name of organization
    CARDINAL FOUNDATION
     
    Employer identification number
    31-1681353
    Part I
    Contributors
    Contributors (see instructions). Use duplicate copies of Part I if additional space is needed.
    (a)
    No.
    (b)
    Name, address, and ZIP + 4
    (c)
    Total contributions
    (d)
    Type of contribution
    67
    THOMAS AND BARBARA MACLEOD
     
    3055 KETTERING BLVD SUITE 200
     
    DAYTON, OH45439

    $ 11,401


    (Complete Part II for noncash contributions.)
    (a)
    No.
    (b)
    Name, address, and ZIP + 4
    (c)
    Total contributions
    (d)
    Type of contribution
    68
    THOMAS AND BARBARA MACLEOD
     
    3055 KETTERING BLVD SUITE 200
     
    DAYTON, OH45439

    $ 6,584


    (Complete Part II for noncash contributions.)
    (a)
    No.
    (b)
    Name, address, and ZIP + 4
    (c)
    Total contributions
    (d)
    Type of contribution
    69
    THOMAS AND BARBARA MACLEOD
     
    3055 KETTERING BLVD SUITE 200
     
    DAYTON, OH45439

    $ 4,100


    (Complete Part II for noncash contributions.)
    (a)
    No.
    (b)
    Name, address, and ZIP + 4
    (c)
    Total contributions
    (d)
    Type of contribution
    70
    THOMAS AND BARBARA MACLEOD
     
    3055 KETTERING BLVD SUITE 200
     
    DAYTON, OH45439

    $ 1,172


    (Complete Part II for noncash contributions.)
    (a)
    No.
    (b)
    Name, address, and ZIP + 4
    (c)
    Total contributions
    (d)
    Type of contribution
    71
    THOMAS AND BARBARA MACLEOD
     
    3055 KETTERING BLVD SUITE 200
     
    DAYTON, OH45439

    $ 4,625


    (Complete Part II for noncash contributions.)
    (a)
    No.
    (b)
    Name, address, and ZIP + 4
    (c)
    Total contributions
    (d)
    Type of contribution
    72
    THOMAS AND BARBARA MACLEOD
     
    3055 KETTERING BLVD SUITE 200
     
    DAYTON, OH45439

    $ 1,779


    (Complete Part II for noncash contributions.)
    Schedule B (Form 990) (2021)
    Name of organization
    CARDINAL FOUNDATION
     
    Employer identification number
    31-1681353
    Part I
    Contributors
    Contributors (see instructions). Use duplicate copies of Part I if additional space is needed.
    (a)
    No.
    (b)
    Name, address, and ZIP + 4
    (c)
    Total contributions
    (d)
    Type of contribution
    73
    THOMAS AND BARBARA MACLEOD
     
    3055 KETTERING BLVD SUITE 200
     
    DAYTON, OH45439

    $ 2,583


    (Complete Part II for noncash contributions.)
    (a)
    No.
    (b)
    Name, address, and ZIP + 4
    (c)
    Total contributions
    (d)
    Type of contribution
    74
    THOMAS AND BARBARA MACLEOD
     
    3055 KETTERING BLVD SUITE 200
     
    DAYTON, OH45439

    $ 1,560


    (Complete Part II for noncash contributions.)
    (a)
    No.
    (b)
    Name, address, and ZIP + 4
    (c)
    Total contributions
    (d)
    Type of contribution
    75
    THOMAS AND BARBARA MACLEOD
     
    3055 KETTERING BLVD SUITE 200
     
    DAYTON, OH45439

    $ 1,560


    (Complete Part II for noncash contributions.)
    (a)
    No.
    (b)
    Name, address, and ZIP + 4
    (c)
    Total contributions
    (d)
    Type of contribution
    76
    THOMAS AND BARBARA MACLEOD
     
    3055 KETTERING BLVD SUITE 200
     
    DAYTON, OH45439

    $ 101,100


    (Complete Part II for noncash contributions.)
    (a)
    No.
    (b)
    Name, address, and ZIP + 4
    (c)
    Total contributions
    (d)
    Type of contribution
    77
    THOMAS AND BARBARA MACLEOD
     
    3055 KETTERING BLVD SUITE 200
     
    DAYTON, OH45439

    $ 395,124


    (Complete Part II for noncash contributions.)
    (a)
    No.
    (b)
    Name, address, and ZIP + 4
    (c)
    Total contributions
    (d)
    Type of contribution
    78
    THOMAS AND BARBARA MACLEOD
     
    3055 KETTERING BLVD SUITE 200
     
    DAYTON, OH45439

    $ 2,105


    (Complete Part II for noncash contributions.)
    Schedule B (Form 990) (2021)
    Name of organization
    CARDINAL FOUNDATION
     
    Employer identification number
    31-1681353
    Part I
    Contributors
    Contributors (see instructions). Use duplicate copies of Part I if additional space is needed.
    (a)
    No.
    (b)
    Name, address, and ZIP + 4
    (c)
    Total contributions
    (d)
    Type of contribution
    79
    THOMAS AND BARBARA MACLEOD
     
    3055 KETTERING BLVD SUITE 200
     
    DAYTON, OH45439

    $ 91,217


    (Complete Part II for noncash contributions.)
    (a)
    No.
    (b)
    Name, address, and ZIP + 4
    (c)
    Total contributions
    (d)
    Type of contribution
    80
    THOMAS AND BARBARA MACLEOD
     
    3055 KETTERING BLVD SUITE 200
     
    DAYTON, OH45439

    $ 156,710


    (Complete Part II for noncash contributions.)
    (a)
    No.
    (b)
    Name, address, and ZIP + 4
    (c)
    Total contributions
    (d)
    Type of contribution
    81
    THOMAS AND BARBARA MACLEOD
     
    3055 KETTERING BLVD SUITE 200
     
    DAYTON, OH45439

    $ 275,000


    (Complete Part II for noncash contributions.)
    (a)
    No.
    (b)
    Name, address, and ZIP + 4
    (c)
    Total contributions
    (d)
    Type of contribution
     
     
     
     

    $  


    (Complete Part II for noncash contributions.)
    (a)
    No.
    (b)
    Name, address, and ZIP + 4
    (c)
    Total contributions
    (d)
    Type of contribution
     
     
     
     

    $  


    (Complete Part II for noncash contributions.)
    (a)
    No.
    (b)
    Name, address, and ZIP + 4
    (c)
    Total contributions
    (d)
    Type of contribution
     
     
     
     

    $  


    (Complete Part II for noncash contributions.)
    Schedule B (Form 990) (2021)
    Schedule B (Form 990) (2021)
    Page 3
    Name of organization
    CARDINAL FOUNDATION
     
    Employer identification number

    31-1681353
    Part II
    Noncash Property (see instructions). Use duplicate copies of Part II if additional space is needed.
    (a)
    No. from Part I
    (b)
    Description of noncash property given
    (c)
    FMV (or estimate)
    (See instructions)
    (d)
    Date received
    1
    435 SHARES OF ABB LTD $ 15,858 2021-12-15
    (a)
    No. from Part I
    (b)
    Description of noncash property given
    (c)
    FMV (or estimate)
    (See instructions)
    (d)
    Date received
    2
    195 SHARES OF ABB LTD $ 7,109 2021-12-15
    (a)
    No. from Part I
    (b)
    Description of noncash property given
    (c)
    FMV (or estimate)
    (See instructions)
    (d)
    Date received
    3
    1955 SHARES OF AEGON N V AMER REG $ 8,978 2021-12-15
    (a)
    No. from Part I
    (b)
    Description of noncash property given
    (c)
    FMV (or estimate)
    (See instructions)
    (d)
    Date received
    4
    1 SHARES OF ALCON, INC $ 84 2021-12-15
    (a)
    No. from Part I
    (b)
    Description of noncash property given
    (c)
    FMV (or estimate)
    (See instructions)
    (d)
    Date received
    5
    37 SHARES OF ALCON, INC $ 3,104 2021-12-15
    (a)
    No. from Part I
    (b)
    Description of noncash property given
    (c)
    FMV (or estimate)
    (See instructions)
    (d)
    Date received
    6
    55 SHARES OF ARCELORMITTAL SA CMN $ 1,717 2021-12-15
    Schedule B (Form 990) (2021)
    Name of organization
    CARDINAL FOUNDATION
     
    Employer identification number

    31-1681353
    Part II
    Noncash Property (see instructions). Use duplicate copies of Part II if additional space is needed.
    (a)
    No. from Part I
    (b)
    Description of noncash property given
    (c)
    FMV (or estimate)
    (See instructions)
    (d)
    Date received
    7
    2280 SHARES OF BANCO BILVAO VIZCAYA $ 13,019 2021-12-15
    (a)
    No. from Part I
    (b)
    Description of noncash property given
    (c)
    FMV (or estimate)
    (See instructions)
    (d)
    Date received
    8
    295 SHARES OF BANK OF MONTREAL $ 31,953 2021-12-15
    (a)
    No. from Part I
    (b)
    Description of noncash property given
    (c)
    FMV (or estimate)
    (See instructions)
    (d)
    Date received
    9
    135 SHARES OF BANK OF NOVA SCOTIA $ 9,065 2021-12-15
    (a)
    No. from Part I
    (b)
    Description of noncash property given
    (c)
    FMV (or estimate)
    (See instructions)
    (d)
    Date received
    10
    10 SHARES OF BARCLAYS PLC $ 96 2021-12-15
    (a)
    No. from Part I
    (b)
    Description of noncash property given
    (c)
    FMV (or estimate)
    (See instructions)
    (d)
    Date received
    11
    1340 SHARES OF BARCLAYS PLC $ 12,797 2021-12-15
    (a)
    No. from Part I
    (b)
    Description of noncash property given
    (c)
    FMV (or estimate)
    (See instructions)
    (d)
    Date received
    12
    20 SHARES OF BHP BILLITON PLC $ 1,140 2021-12-15
    Schedule B (Form 990) (2021)
    Name of organization
    CARDINAL FOUNDATION
     
    Employer identification number

    31-1681353
    Part II
    Noncash Property (see instructions). Use duplicate copies of Part II if additional space is needed.
    (a)
    No. from Part I
    (b)
    Description of noncash property given
    (c)
    FMV (or estimate)
    (See instructions)
    (d)
    Date received
    13
    220 SHARES OF BHP BILLITON PLC $ 12,541 2021-12-15
    (a)
    No. from Part I
    (b)
    Description of noncash property given
    (c)
    FMV (or estimate)
    (See instructions)
    (d)
    Date received
    14
    23 SHARES OF BROOKFIELD ASSET MANAGEMENT $ 1,340 2021-12-15
    (a)
    No. from Part I
    (b)
    Description of noncash property given
    (c)
    FMV (or estimate)
    (See instructions)
    (d)
    Date received
    15
    152 SHARES OF BROOKFIELD ASSET MANAGEMENT $ 8,857 2021-12-15
    (a)
    No. from Part I
    (b)
    Description of noncash property given
    (c)
    FMV (or estimate)
    (See instructions)
    (d)
    Date received
    16
    80 SHARES OF CAMECO CORPORATION $ 2,680 2021-12-15
    (a)
    No. from Part I
    (b)
    Description of noncash property given
    (c)
    FMV (or estimate)
    (See instructions)
    (d)
    Date received
    17
    125 SHARES OF CAMECO CORPORATION $ 1,715 2021-12-15
    (a)
    No. from Part I
    (b)
    Description of noncash property given
    (c)
    FMV (or estimate)
    (See instructions)
    (d)
    Date received
    18
    45 SHARES OF CANADIAN IMPERIAL BANK $ 5,001 2021-12-15
    Schedule B (Form 990) (2021)
    Name of organization
    CARDINAL FOUNDATION
     
    Employer identification number

    31-1681353
    Part II
    Noncash Property (see instructions). Use duplicate copies of Part II if additional space is needed.
    (a)
    No. from Part I
    (b)
    Description of noncash property given
    (c)
    FMV (or estimate)
    (See instructions)
    (d)
    Date received
    19
    170 SHARES OF CANADIAN IMPERIAL BANK $ 18,893 2021-12-15
    (a)
    No. from Part I
    (b)
    Description of noncash property given
    (c)
    FMV (or estimate)
    (See instructions)
    (d)
    Date received
    20
    15 SHARES OF CANADIAN NATIONAL RAILWAY $ 1,909 2021-12-15
    (a)
    No. from Part I
    (b)
    Description of noncash property given
    (c)
    FMV (or estimate)
    (See instructions)
    (d)
    Date received
    21
    45 SHARES OF CANADIAN NATIONAL RAILWAY $ 5,728 2021-12-15
    (a)
    No. from Part I
    (b)
    Description of noncash property given
    (c)
    FMV (or estimate)
    (See instructions)
    (d)
    Date received
    22
    445 SHARES OF CANADIAN NATURAL RESOURCES $ 17,378 2021-12-15
    (a)
    No. from Part I
    (b)
    Description of noncash property given
    (c)
    FMV (or estimate)
    (See instructions)
    (d)
    Date received
    23
    50 SHARES OF CANADIAN PACIFIC RAILWAY $ 3,660 2021-12-15
    (a)
    No. from Part I
    (b)
    Description of noncash property given
    (c)
    FMV (or estimate)
    (See instructions)
    (d)
    Date received
    24
    350 SHARES OF CENOVUS ENERGY INC. $ 4,029 2021-12-15
    Schedule B (Form 990) (2021)
    Name of organization
    CARDINAL FOUNDATION
     
    Employer identification number

    31-1681353
    Part II
    Noncash Property (see instructions). Use duplicate copies of Part II if additional space is needed.
    (a)
    No. from Part I
    (b)
    Description of noncash property given
    (c)
    FMV (or estimate)
    (See instructions)
    (d)
    Date received
    25
    20 SHARES OF CGI INC $ 1,687 2021-12-15
    (a)
    No. from Part I
    (b)
    Description of noncash property given
    (c)
    FMV (or estimate)
    (See instructions)
    (d)
    Date received
    26
    70 SHARES OF CGI INC $ 5,905 2021-12-15
    (a)
    No. from Part I
    (b)
    Description of noncash property given
    (c)
    FMV (or estimate)
    (See instructions)
    (d)
    Date received
    27
    80 SHARES OF CRH PLC SPON $ 4,035 2021-12-15
    (a)
    No. from Part I
    (b)
    Description of noncash property given
    (c)
    FMV (or estimate)
    (See instructions)
    (d)
    Date received
    28
    5 SHARES OF CRH PLC SPON $ 252 2021-12-15
    (a)
    No. from Part I
    (b)
    Description of noncash property given
    (c)
    FMV (or estimate)
    (See instructions)
    (d)
    Date received
    29
    85 SHARES OF CRH PLC SPON $ 4,287 2021-12-15
    (a)
    No. from Part I
    (b)
    Description of noncash property given
    (c)
    FMV (or estimate)
    (See instructions)
    (d)
    Date received
    30
    835 SHARES OF DEUTSCHE BANK $ 10,222 2021-12-15
    Schedule B (Form 990) (2021)
    Name of organization
    CARDINAL FOUNDATION
     
    Employer identification number

    31-1681353
    Part II
    Noncash Property (see instructions). Use duplicate copies of Part II if additional space is needed.
    (a)
    No. from Part I
    (b)
    Description of noncash property given
    (c)
    FMV (or estimate)
    (See instructions)
    (d)
    Date received
    31
    5 SHARES OF DIAGEO PLC $ 1,043 2021-12-15
    (a)
    No. from Part I
    (b)
    Description of noncash property given
    (c)
    FMV (or estimate)
    (See instructions)
    (d)
    Date received
    32
    30 SHARES OF DIAGEO PLC $ 6,260 2021-12-15
    (a)
    No. from Part I
    (b)
    Description of noncash property given
    (c)
    FMV (or estimate)
    (See instructions)
    (d)
    Date received
    33
    30 SHARES OF FRANCO-NEVADA CORP $ 3,865 2021-12-15
    (a)
    No. from Part I
    (b)
    Description of noncash property given
    (c)
    FMV (or estimate)
    (See instructions)
    (d)
    Date received
    34
    5 SHARES OF FRANCO-NEVADA CORP $ 644 2021-12-15
    (a)
    No. from Part I
    (b)
    Description of noncash property given
    (c)
    FMV (or estimate)
    (See instructions)
    (d)
    Date received
    35
    10 SHARES OF FRANCO-NEVADA CORP $ 1,288 2021-12-15
    (a)
    No. from Part I
    (b)
    Description of noncash property given
    (c)
    FMV (or estimate)
    (See instructions)
    (d)
    Date received
    36
    80 SHARES OF GILDAN ACTIVEWEAR $ 3,246 2021-12-15
    Schedule B (Form 990) (2021)
    Name of organization
    CARDINAL FOUNDATION
     
    Employer identification number

    31-1681353
    Part II
    Noncash Property (see instructions). Use duplicate copies of Part II if additional space is needed.
    (a)
    No. from Part I
    (b)
    Description of noncash property given
    (c)
    FMV (or estimate)
    (See instructions)
    (d)
    Date received
    37
    35 SHARES OF KB FINANCIAL GROUP INC $ 1,683 2021-12-15
    (a)
    No. from Part I
    (b)
    Description of noncash property given
    (c)
    FMV (or estimate)
    (See instructions)
    (d)
    Date received
    38
    120 SHARES OF KB FINANCIAL GROUP INC $ 5,769 2021-12-15
    (a)
    No. from Part I
    (b)
    Description of noncash property given
    (c)
    FMV (or estimate)
    (See instructions)
    (d)
    Date received
    39
    75 SHARES OF MAGNA INTERNATIONAL INC $ 5,754 2021-12-15
    (a)
    No. from Part I
    (b)
    Description of noncash property given
    (c)
    FMV (or estimate)
    (See instructions)
    (d)
    Date received
    40
    60 SHARES OF MAGNA INTERNATIONAL INC $ 4,603 2021-12-15
    (a)
    No. from Part I
    (b)
    Description of noncash property given
    (c)
    FMV (or estimate)
    (See instructions)
    (d)
    Date received
    41
    30 SHARES OF NOVO-NORDISK $ 3,444 2021-12-15
    (a)
    No. from Part I
    (b)
    Description of noncash property given
    (c)
    FMV (or estimate)
    (See instructions)
    (d)
    Date received
    42
    40 SHARES OF NOVO-NORDISK $ 4,591 2021-12-15
    Schedule B (Form 990) (2021)
    Name of organization
    CARDINAL FOUNDATION
     
    Employer identification number

    31-1681353
    Part II
    Noncash Property (see instructions). Use duplicate copies of Part II if additional space is needed.
    (a)
    No. from Part I
    (b)
    Description of noncash property given
    (c)
    FMV (or estimate)
    (See instructions)
    (d)
    Date received
    43
    130 SHARES OF NOVO-NORDISK $ 14,922 2021-12-15
    (a)
    No. from Part I
    (b)
    Description of noncash property given
    (c)
    FMV (or estimate)
    (See instructions)
    (d)
    Date received
    44
    218 SHARES OF NUTRIEN LTD $ 15,269 2021-12-15
    (a)
    No. from Part I
    (b)
    Description of noncash property given
    (c)
    FMV (or estimate)
    (See instructions)
    (d)
    Date received
    45
    40 SHARES OF ORIX CORPORATION $ 4,059 2021-12-15
    (a)
    No. from Part I
    (b)
    Description of noncash property given
    (c)
    FMV (or estimate)
    (See instructions)
    (d)
    Date received
    46
    295 SHARES OF PETROLEO BRASILEIRO $ 3,182 2021-12-15
    (a)
    No. from Part I
    (b)
    Description of noncash property given
    (c)
    FMV (or estimate)
    (See instructions)
    (d)
    Date received
    47
    200 SHARES OF REED ELSEVIER PLC $ 6,454 2021-12-15
    (a)
    No. from Part I
    (b)
    Description of noncash property given
    (c)
    FMV (or estimate)
    (See instructions)
    (d)
    Date received
    48
    205 SHARES OF REED ELSEVIER PLC $ 6,297 2021-12-15
    Schedule B (Form 990) (2021)
    Name of organization
    CARDINAL FOUNDATION
     
    Employer identification number

    31-1681353
    Part II
    Noncash Property (see instructions). Use duplicate copies of Part II if additional space is needed.
    (a)
    No. from Part I
    (b)
    Description of noncash property given
    (c)
    FMV (or estimate)
    (See instructions)
    (d)
    Date received
    49
    10 SHARES OF REED ELSEVIER PLC $ 315 2021-12-15
    (a)
    No. from Part I
    (b)
    Description of noncash property given
    (c)
    FMV (or estimate)
    (See instructions)
    (d)
    Date received
    50
    265 SHARES OF ROYAL DUTCH SHELL SERIES A $ 12,940 2021-12-15
    (a)
    No. from Part I
    (b)
    Description of noncash property given
    (c)
    FMV (or estimate)
    (See instructions)
    (d)
    Date received
    51
    305 SHARES OF ROYAL DUTCH SHELL SERIES B $ 11,263 2021-12-15
    (a)
    No. from Part I
    (b)
    Description of noncash property given
    (c)
    FMV (or estimate)
    (See instructions)
    (d)
    Date received
    52
    675 SHARES OF SHAW COMMUNICATIONS $ 19,510 2021-12-15
    (a)
    No. from Part I
    (b)
    Description of noncash property given
    (c)
    FMV (or estimate)
    (See instructions)
    (d)
    Date received
    53
    8 SHARES OF SHOPIFY $ 10,661 2021-12-15
    (a)
    No. from Part I
    (b)
    Description of noncash property given
    (c)
    FMV (or estimate)
    (See instructions)
    (d)
    Date received
    54
    20 SHARES OF SHOPIFY $ 26,654 2021-12-15
    Schedule B (Form 990) (2021)
    Name of organization
    CARDINAL FOUNDATION
     
    Employer identification number

    31-1681353
    Part II
    Noncash Property (see instructions). Use duplicate copies of Part II if additional space is needed.
    (a)
    No. from Part I
    (b)
    Description of noncash property given
    (c)
    FMV (or estimate)
    (See instructions)
    (d)
    Date received
    55
    1 SHARES OF SHOPIFY $ 1,333 2021-12-15
    (a)
    No. from Part I
    (b)
    Description of noncash property given
    (c)
    FMV (or estimate)
    (See instructions)
    (d)
    Date received
    56
    50 SHARES OF SOCIEDAD QUIMICA $ 2,689 2021-12-15
    (a)
    No. from Part I
    (b)
    Description of noncash property given
    (c)
    FMV (or estimate)
    (See instructions)
    (d)
    Date received
    57
    25 SHARES OF SONY GROUP CORPORATION $ 3,066 2021-12-15
    (a)
    No. from Part I
    (b)
    Description of noncash property given
    (c)
    FMV (or estimate)
    (See instructions)
    (d)
    Date received
    58
    285 SHARES OF SONY GROUP CORPORATION $ 34,947 2021-12-15
    (a)
    No. from Part I
    (b)
    Description of noncash property given
    (c)
    FMV (or estimate)
    (See instructions)
    (d)
    Date received
    59
    3203 SHARES OF SPDR S&P $ 172,337 2021-12-15
    (a)
    No. from Part I
    (b)
    Description of noncash property given
    (c)
    FMV (or estimate)
    (See instructions)
    (d)
    Date received
    60
    502 SHARES OF SPDR S&P $ 27,010 2021-12-15
    Schedule B (Form 990) (2021)
    Name of organization
    CARDINAL FOUNDATION
     
    Employer identification number

    31-1681353
    Part II
    Noncash Property (see instructions). Use duplicate copies of Part II if additional space is needed.
    (a)
    No. from Part I
    (b)
    Description of noncash property given
    (c)
    FMV (or estimate)
    (See instructions)
    (d)
    Date received
    61
    530 SHARES OF SUNCOR ENERGY $ 12,254 2021-12-15
    (a)
    No. from Part I
    (b)
    Description of noncash property given
    (c)
    FMV (or estimate)
    (See instructions)
    (d)
    Date received
    62
    145 SHARES OF TECK RESOURCES $ 3,821 2021-12-15
    (a)
    No. from Part I
    (b)
    Description of noncash property given
    (c)
    FMV (or estimate)
    (See instructions)
    (d)
    Date received
    63
    30 SHARES OF THOMSON REUTERS CORP $ 3,522 2021-12-15
    (a)
    No. from Part I
    (b)
    Description of noncash property given
    (c)
    FMV (or estimate)
    (See instructions)
    (d)
    Date received
    64
    325 SHARES OF TORONTO DOMINION BANK $ 24,011 2021-12-15
    (a)
    No. from Part I
    (b)
    Description of noncash property given
    (c)
    FMV (or estimate)
    (See instructions)
    (d)
    Date received
    65
    165 SHARES OF TOYOTA MOTOR CORP $ 30,638 2021-12-15
    (a)
    No. from Part I
    (b)
    Description of noncash property given
    (c)
    FMV (or estimate)
    (See instructions)
    (d)
    Date received
    66
    985 SHARES OF UBS GROUP AG $ 17,277 2021-12-15
    Schedule B (Form 990) (2021)
    Name of organization
    CARDINAL FOUNDATION
     
    Employer identification number

    31-1681353
    Part II
    Noncash Property (see instructions). Use duplicate copies of Part II if additional space is needed.
    (a)
    No. from Part I
    (b)
    Description of noncash property given
    (c)
    FMV (or estimate)
    (See instructions)
    (d)
    Date received
    67
    650 SHARES OF UBS GROUP AG $ 11,401 2021-12-15
    (a)
    No. from Part I
    (b)
    Description of noncash property given
    (c)
    FMV (or estimate)
    (See instructions)
    (d)
    Date received
    68
    50 SHARES OF WASTE CONNECTIONS INC $ 6,584 2021-12-15
    (a)
    No. from Part I
    (b)
    Description of noncash property given
    (c)
    FMV (or estimate)
    (See instructions)
    (d)
    Date received
    69
    105 SHARES OF WHEATON PRECIOUS METALS CORP $ 4,100 2021-12-15
    (a)
    No. from Part I
    (b)
    Description of noncash property given
    (c)
    FMV (or estimate)
    (See instructions)
    (d)
    Date received
    70
    30 SHARES OF WHEATON PRECIOUS METALS CORP $ 1,172 2021-12-15
    (a)
    No. from Part I
    (b)
    Description of noncash property given
    (c)
    FMV (or estimate)
    (See instructions)
    (d)
    Date received
    71
    65 SHARES OF WPP PLC $ 4,625 2021-12-15
    (a)
    No. from Part I
    (b)
    Description of noncash property given
    (c)
    FMV (or estimate)
    (See instructions)
    (d)
    Date received
    72
    25 SHARES OF WPP PLC $ 1,779 2021-12-15
    Schedule B (Form 990) (2021)
    Name of organization
    CARDINAL FOUNDATION
     
    Employer identification number

    31-1681353
    Part II
    Noncash Property (see instructions). Use duplicate copies of Part II if additional space is needed.
    (a)
    No. from Part I
    (b)
    Description of noncash property given
    (c)
    FMV (or estimate)
    (See instructions)
    (d)
    Date received
    73
    48 SHARES OF SPDR SERIES TRUST - SPDR(R) S&P BANK ETF $ 2,583 2021-12-17
    (a)
    No. from Part I
    (b)
    Description of noncash property given
    (c)
    FMV (or estimate)
    (See instructions)
    (d)
    Date received
    74
    29 SHARES OF SPDR SERIES TRUST - SPDR(R) S&P BANK ETF $ 1,560 2021-12-17
    (a)
    No. from Part I
    (b)
    Description of noncash property given
    (c)
    FMV (or estimate)
    (See instructions)
    (d)
    Date received
    75
    29 SHARES OF SPDR SERIES TRUST - SPDR(R) S&P BANK ETF $ 1,560 2021-12-17
    (a)
    No. from Part I
    (b)
    Description of noncash property given
    (c)
    FMV (or estimate)
    (See instructions)
    (d)
    Date received
    76
    1879 SHARES OF SPDR SERIES TRUST - SPDR(R) S&P BANK ETF $ 101,100 2021-12-17
    (a)
    No. from Part I
    (b)
    Description of noncash property given
    (c)
    FMV (or estimate)
    (See instructions)
    (d)
    Date received
    77
    3552 SHARES OF VANGUARD SPECIALIZED FUNDS - VANGUARD REAL ESTATE INDEX FUND $ 395,124 2021-12-17
    (a)
    No. from Part I
    (b)
    Description of noncash property given
    (c)
    FMV (or estimate)
    (See instructions)
    (d)
    Date received
    78
    19 SHARES OF ISHARES TRUST - ISHARES U.S. REAL ESTATE ETF $ 2,105 2021-12-17
    Schedule B (Form 990) (2021)
    Name of organization
    CARDINAL FOUNDATION
     
    Employer identification number

    31-1681353
    Part II
    Noncash Property (see instructions). Use duplicate copies of Part II if additional space is needed.
    (a)
    No. from Part I
    (b)
    Description of noncash property given
    (c)
    FMV (or estimate)
    (See instructions)
    (d)
    Date received
    79
    820 SHARES OF VANGUARD SPECIALIZED FUNDS - VANGUARD REAL ESTATE INDEX FUND $ 91,217 2021-12-17
    (a)
    No. from Part I
    (b)
    Description of noncash property given
    (c)
    FMV (or estimate)
    (See instructions)
    (d)
    Date received
    80
    3207 SHARES OF VANGUARD INTERNATIONAL EQ ID FD-VANGUARD EMG MKT STK IN FD $ 156,710 2021-12-17
    (a)
    No. from Part I
    (b)
    Description of noncash property given
    (c)
    FMV (or estimate)
    (See instructions)
    (d)
    Date received
     
    $    
    (a)
    No. from Part I
    (b)
    Description of noncash property given
    (c)
    FMV (or estimate)
    (See instructions)
    (d)
    Date received
     
    $    
    (a)
    No. from Part I
    (b)
    Description of noncash property given
    (c)
    FMV (or estimate)
    (See instructions)
    (d)
    Date received
     
    $    
    (a)
    No. from Part I
    (b)
    Description of noncash property given
    (c)
    FMV (or estimate)
    (See instructions)
    (d)
    Date received
     
    $    
    Schedule B (Form 990) (2021)
    Schedule B (Form 990) (2021)
    Page 4
    Name of organization
    CARDINAL FOUNDATION
     
    Employer identification number

    31-1681353
    Part III
    Exclusively religious, charitable, etc., contributions to organizations described in section 501(c)(7), (8), or (10) that total more than $1,000 for the year from any one contributor. Complete columns (a) through (e) and the following line entry. For organizations completing Part III, enter the total of exclusively religious, charitable, etc., contributions of $1,000 or less for the year. (Enter this information once. See instructions.) Arrow Bullet$  
    Use duplicate copies of Part III if additional space is needed.
    (a)
    No. from Part I
    (b) Purpose of gift (c) Use of gift (d) Description of how gift is held
     
    (e) Transfer of gift
    Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
     
     
         
     
    (a)
    No. from Part I
    (b) Purpose of gift (c) Use of gift (d) Description of how gift is held
     
    (e) Transfer of gift
    Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
     
     
         
     
    (a)
    No. from Part I
    (b) Purpose of gift (c) Use of gift (d) Description of how gift is held
     
    (e) Transfer of gift
    Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
     
     
         
     
    (a)
    No. from Part I
    (b) Purpose of gift (c) Use of gift (d) Description of how gift is held
     
    (e) Transfer of gift
    Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
     
     
         
     
    Schedule B (Form 990) (2021)
    Additional Data


    Software ID:  
    Software Version:  

    TY 2021 AccountingFeesSchedule
    Name:
    CARDINAL FOUNDATION
    EIN:
    31-1681353
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    RSM 3,300 0   0

    TY 2021 InvestmentsGovtObligationsSch
    Name:
    CARDINAL FOUNDATION
    EIN:
    31-1681353
    US Government Securities - End of Year Book Value:

    247,413
    US Government Securities - End of Year Fair Market Value:

    240,049
    State & Local Government Securities - End of Year Book Value:


    0
    State & Local Government Securities - End of Year Fair Market Value:


    0


    TY 2021 LegalFeesSchedule
    Name:
    CARDINAL FOUNDATION
    EIN:
    31-1681353
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    DINSMORE & SHOHL 876 0   0


    TY 2021 OtherDecreasesSchedule
    Name:
    CARDINAL FOUNDATION
    EIN:
    31-1681353
    Description Amount
    BOOK TO TAX DIFFERENCE ON BASIS OF SECURITIES 702


    TY 2021 OtherExpensesSchedule
    Name:
    CARDINAL FOUNDATION
    EIN:
    31-1681353
    Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    INVESTMENT FEES 50 50   0