Form990


Department of the TreasuryInternal Revenue Service
Return of Organization Exempt From Income Tax
Under section 501(c), 527, or 4947(a)(1) of the Internal Revenue Code (except private foundations)
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OMB No. 1545-0047
2021
Open to Public Inspection
A For the 2021 calendar year, or tax year beginning 01-01-2022 , and ending 12-31-2022
BCheck if applicable:
CName of organization
ST MARY DEVELOPMENT CORPORATION
 
 
Doing business as
 
 
Number and street (or P.O. box if mail is not delivered to street address)
2160 E FIFTH STREET
 
Room/suite
City or town, state or province, country, and ZIP or foreign postal code
DAYTON, OH45403
D Employer identification number

31-1275208
E Telephone number

G Gross receipts $ 4,027,561
F Name and address of principal officer:
TIMOTHY BETE
2160 E FIFTH STREET
DAYTON,OH45403
I
Tax-exempt status: (   ) LeftBullet (insert no.) or
J
Website:MediumBullet
WWW.STMARYDEVELOPMENT.ORG
H(a)
Is this a group return for
subordinates?
H(b)
Are all subordinates
included?
If "No," attach a list. See instructions.
H(c)
Group exemption number MediumBullet  
K Form of organization:  
L Year of formation: 1989
M State of legal domicile: OH
Part I
Summary
Activities & Governance 1 Briefly describe the organization’s mission or most significant activities: CREATE LASTING, AFFORDABLE HOUSING SOLUTIONS IN SOUTHWEST OHIO AND VARIOUS STATES THROUGH REAL ESTATE DEVELOPMENT AND MANAGEMENT, RESIDENT SERVICES AND FUNDRAISING, AND COMMUNITY DEVELOPMENT.
2 Check this box MediumBullet
3 Number of voting members of the governing body (Part VI, line 1a) ........ 3 9
4 Number of independent voting members of the governing body (Part VI, line 1b) ..... 4 9
5 Total number of individuals employed in calendar year 2021 (Part V, line 2a) ...... 5 28
6 Total number of volunteers (estimate if necessary) ............. 6 0
7a Total unrelated business revenue from Part VIII, column (C), line 12 ........ 7a 0
b Net unrelated business taxable income from Form 990-T, Part I, line 11 ......... 7b 0
Revenues Prior Year Current Year
8 Contributions and grants (Part VIII, line 1h) ......... 1,684,832 1,187,602
9 Program service revenue (Part VIII, line 2g) ......... 4,706,678 2,583,450
10 Investment income (Part VIII, column (A), lines 3, 4, and 7d ) .... 458,912 162,853
11 Other revenue (Part VIII, column (A), lines 5, 6d, 8c, 9c, 10c, and 11e) -4,663 -5,066
12 Total revenue—add lines 8 through 11 (must equal Part VIII, column (A), line 12) 6,845,759 3,928,839
Expenses; 13 Grants and similar amounts paid (Part IX, column (A), lines 1–3 )... 0 0
14 Benefits paid to or for members (Part IX, column (A), line 4)..... 0 0
15 Salaries, other compensation, employee benefits (Part IX, column (A), lines 5–10) 1,451,294 1,790,211
16a Professional fundraising fees (Part IX, column (A), line 11e) ..... 0 0
b Total fundraising expenses (Part IX, column (D), line 25) MediumBullet226,545    
17 Other expenses (Part IX, column (A), lines 11a–11d, 11f–24e).... 2,982,894 2,036,881
18 Total expenses. Add lines 13–17 (must equal Part IX, column (A), line 25) 4,434,188 3,827,092
19 Revenue less expenses. Subtract line 18 from line 12....... 2,411,571 101,747
Net Assets or Fund Balances; Beginning of Current Year End of Year
20 Total assets (Part X, line 16)............. 30,982,937 32,204,723
21 Total liabilities (Part X, line 26)............. 15,026,427 16,146,193
22 Net assets or fund balances. Subtract line 21 from line 20..... 15,956,510 16,058,530
Part II
Signature Block
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 officer) is based on all information of which preparer has any knowledge.
Sign Here
JumboBullet
Signature of officer Date
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Type or print name and title
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Print/Type preparer's name
Preparer's signature
Date
PTIN
Firm's name MediumBullet

Firm's EIN MediumBullet
Firm's address MediumBullet



Phone no.
May the IRS discuss this return with the preparer shown above? (see instructions) ..........
For Paperwork Reduction Act Notice, see the separate instructions.
Cat. No. 11282Y Form 990 (2021)
Form 990 (2021)
Page 2
Part III
Statement of Program Service Accomplishments
Check if Schedule O contains a response or note to any line in this Part III..............
1
Briefly describe the organization’s mission: CREATE LASTING, AFFORDABLE HOUSING SOLUTIONS IN SOUTHWEST OHIO AND VARIOUS STATES THROUGH REAL ESTATE DEVELOPMENT AND MANAGEMENT, RESIDENT SERVICES AND FUNDRAISING, AND COMMUNITY DEVELOPMENT.
2
Did the organization undertake any significant program services during the year which were not listed on
the prior Form 990 or 990-EZ? .....................
If "Yes," describe these new services on Schedule O.
3
Did the organization cease conducting, or make significant changes in how it conducts, any program
services? ...........................
If "Yes," describe these changes on Schedule O.
4
Describe the organization’s program service accomplishments for each of its three largest program services, as measured by expenses. Section 501(c)(3) and 501(c)(4) organizations are required to report the amount of grants and allocations to others, the total expenses, and revenue, if any, for each program service reported.
4a (Code:   ) (Expenses $ 696,533 including grants of $   ) (Revenue $ 353,037 )
RESIDENT SERVICES/FUNDRAISING - TO PROVIDE SERVICES TO AGING RESIDENTS TO ALLOW THEM TO MAINTAIN LIVING IN THEIR HOMES LONGER.
4b (Code:   ) (Expenses $ 1,235,236 including grants of $   ) (Revenue $ 479,313 )
SENIOR HOUSING - ASSIST AND PROVIDE OVERSIGHT FOR OWNED AFFORDABLE PROJECTS.
4c (Code:   ) (Expenses $ 920,014 including grants of $   ) (Revenue $ 1,267,134 )
REAL ESTATE/COMMUNITY DEVELOPMENT - GENERAL SUPPORT FOR NEIGHBORHOOD PROGRAMS TO IMPROVE ECONOMIC, HOUSING AND EDUCATIONAL CONDITIONS OF THE COMMUNITY IN VARIOUS MARKETS OUTLINED IN OUR ARTICLES OF INCORPORATION.
(Code:   ) (Expenses $ 143,266 including grants of $   ) (Revenue $ 390,310 )
VARIOUS ADDITIONAL PROGRAMS AIMED AT REVITILIZATION AND ECONOMIC DEVELOPMENT OF TARGET NEIGHBORHOODS IN THE DAYTON COMMUNITY.
4d Other program services (Describe in Schedule O.)
(Expenses $ 143,266 including grants of $   ) (Revenue $ 390,310 )
4e Total program service expensesMediumBullet2,995,049
Form 990 (2021)
Form 990 (2021)
Page 3
Part IV
Checklist of Required Schedules
Yes
No
1
Is the organization described in section 501(c)(3) or 4947(a)(1) (other than a private foundation)? If "Yes," complete Schedule AClick to see attachment
List of Attached Documents:
// Content
.....................
1
Yes
 
2
Is the organization required to complete Schedule B, Schedule of Contributors? See instructions. Click to see attachment
List of Attached Documents:
// Content
...
2
Yes
 
3
Did the organization engage in direct or indirect political campaign activities on behalf of or in opposition to candidates for public office? If "Yes," complete Schedule C, Part I.............
3
 
No
4
Section 501(c)(3) organizations. Did the organization engage in lobbying activities, or have a section 501(h) election in effect during the tax year? If "Yes," complete Schedule C, Part II.........
4
 
No
5
Is the organization a section 501(c)(4), 501(c)(5), or 501(c)(6) organization that receives membership dues, assessments, or similar amounts as defined in Rev. Proc. 98-19? If "Yes," complete Schedule C, Part III..
5
 
No
6
Did the organization maintain any donor advised funds or any similar funds or accounts for which donors have the right to provide advice on the distribution or investment of amounts in such funds or accounts? If "Yes," complete Schedule D, Part IClick to see attachment
List of Attached Documents:
// Content
.........................
6
 
No
7
Did the organization receive or hold a conservation easement, including easements to preserve open space,
the environment, historic land areas, or historic structures? If "Yes," complete Schedule D, Part IIClick to see attachment
List of Attached Documents:
// Content
....
7
 
No
8
Did the organization maintain collections of works of art, historical treasures, or other similar assets? If "Yes,"
complete Schedule D, Part IIIClick to see attachment
List of Attached Documents:
// Content
..............
8
 
No
9
Did the organization report an amount in Part X, line 21 for escrow or custodial account liability; serve as a custodian for amounts not listed in Part X; or provide credit counseling, debt management, credit repair, or debt negotiation services? If "Yes," complete Schedule D, Part IVClick to see attachment
List of Attached Documents:
// Content
..............
9
 
No
10
Did the organization, directly or through a related organization, hold assets in temporarily restricted endowments, permanent endowments, or quasi endowments? If "Yes," complete Schedule D, Part V......
10
 
No
11
If the organization’s answer to any of the following questions is "Yes," then complete Schedule D, Parts VI, VII, VIII, IX, or X, as applicable.
a
Did the organization report an amount for land, buildings, and equipment in Part X, line 10? If "Yes," complete
Schedule D, Part VI. Click to see attachment
List of Attached Documents:
// Content
...................
11a
Yes
 
b
Did the organization report an amount for investments—other securities in Part X, line 12 that is 5% or more of its total assets reported in Part X, line 16? If "Yes," complete Schedule D, Part VIIClick to see attachment
List of Attached Documents:
// Content
.......
11b
Yes
 
c
Did the organization report an amount for investments—program related in Part X, line 13 that is 5% or more of its total assets reported in Part X, line 16? If "Yes," complete Schedule D, Part VIIIClick to see attachment
List of Attached Documents:
// Content
.......
11c
 
No
d
Did the organization report an amount for other assets in Part X, line 15 that is 5% or more of its total assets reported in Part X, line 16? If "Yes," complete Schedule D, Part IXClick to see attachment
List of Attached Documents:
// Content
............
11d
Yes
 
e
Did the organization report an amount for other liabilities in Part X, line 25? If "Yes," complete Schedule D, Part XClick to see attachment
List of Attached Documents:
// Content
11e
Yes
 
f
Did the organization’s separate or consolidated financial statements for the tax year include a footnote that addresses the organization’s liability for uncertain tax positions under FIN 48 (ASC 740)? If "Yes," complete Schedule D, Part XClick to see attachment
List of Attached Documents:
// Content
11f
Yes
 
12a
Did the organization obtain separate, independent audited financial statements for the tax year? If "Yes," complete
Schedule D, Parts XI and XIIClick to see attachment
List of Attached Documents:
// Content
......................
12a
 
No
b
Was the organization included in consolidated, independent audited financial statements for the tax year? If "Yes," and if the organization answered "No" to line 12a, then completing Schedule D, Parts XI and XII is optional Click to see attachment
List of Attached Documents:
// Content
12b
Yes
 
13
Is the organization a school described in section 170(b)(1)(A)(ii)? If "Yes," complete Schedule E
13
 
No
14a
Did the organization maintain an office, employees, or agents outside of the United States? .....
14a
 
No
b
Did the organization have aggregate revenues or expenses of more than $10,000 from grantmaking, fundraising, business, investment, and program service activities outside the United States, or aggregate foreign investments valued at $100,000 or more? If "Yes," complete Schedule F, Parts I and IV.........
14b
 
No
15
Did the organization report on Part IX, column (A), line 3, more than $5,000 of grants or other assistance to or for any foreign organization? If “Yes,” complete Schedule F, Parts II and IV.....
15
 
No
16
Did the organization report on Part IX, column (A), line 3, more than $5,000 of aggregate grants or other assistance to or for foreign individuals? If “Yes,” complete Schedule F, Parts III and IV...
16
 
No
17
Did the organization report a total of more than $15,000 of expenses for professional fundraising services on Part IX, column (A), lines 6 and 11e? If "Yes," complete Schedule G, Part I. See instructions. ....
17
 
No
18
Did the organization report more than $15,000 total of fundraising event gross income and contributions on Part VIII, lines 1c and 8a? If "Yes," complete Schedule G, Part II............
18
 
No
19
Did the organization report more than $15,000 of gross income from gaming activities on Part VIII, line 9a? If "Yes," complete Schedule G, Part III...................
19
 
No
20a
Did the organization operate one or more hospital facilities? If "Yes," complete Schedule H....
20a
 
No
b
If "Yes" to line 20a, did the organization attach a copy of its audited financial statements to this return?
20b
 
 
21
Did the organization report more than $5,000 of grants or other assistance to any domestic organization or domestic government on Part IX, column (A), line 1? If “Yes,” complete Schedule I, Parts I and II.....
21
 
No
Form 990 (2021)
Form 990 (2021)
Page 4
Part IV
Checklist of Required Schedules (continued)
Yes
No
22
Did the organization report more than $5,000 of grants or other assistance to or for domestic individuals on Part IX, column (A), line 2? If “Yes,” complete Schedule I, Parts I and III........
22
 
No
23
Did the organization answer "Yes" to Part VII, Section A, line 3, 4, or 5, about compensation of the organization’s current and former officers, directors, trustees, key employees, and highest compensated employees? If "Yes," complete Schedule J....................... Click to see attachment
List of Attached Documents:
// Content
23
Yes
 
24a
Did the organization have a tax-exempt bond issue with an outstanding principal amount of more than $100,000 as of the last day of the year, that was issued after December 31, 2002? If “Yes,” answer lines 24b through 24d and complete Schedule K. If “No,” go to line 25a...............
24a
 
No
b
Did the organization invest any proceeds of tax-exempt bonds beyond a temporary period exception?...
24b
 
 
c
Did the organization maintain an escrow account other than a refunding escrow at any time during the year
to defease any tax-exempt bonds? ...............
24c
 
 
d
Did the organization act as an "on behalf of" issuer for bonds outstanding at any time during the year?...
24d
 
 
25a
Section 501(c)(3), 501(c)(4), and 501(c)(29) organizations. Did the organization engage in an excess benefit transaction with a disqualified person during the year? If "Yes," complete Schedule L, Part I ....
25a
 
No
b
Is the organization aware that it engaged in an excess benefit transaction with a disqualified person in a prior year, and that the transaction has not been reported on any of the organization’s prior Forms 990 or 990-EZ? If "Yes," complete Schedule L, Part I.......................
25b
 
No
26
Did the organization report any amount on Part X, line 5 or 22 for receivables from or payables to any current or former officer, director, trustee, key employee, creator or founder, substantial contributor, or 35% controlled entity or family member of any of these persons? If "Yes," complete Schedule L, Part II...........
26
 
No
27
Did the organization provide a grant or other assistance to any current or former officer, director, trustee, key employee, creator or founder, substantial contributor, or employee thereof, a grant selection committee member, or to a 35% controlled entity (including an employee thereof) or family member of any of these persons?
If "Yes," complete
Schedule L, Part III.........................
27
 
No
28
Was the organization a party to a business transaction with one of the following parties (see the Schedule L, Part IV instructions for applicable filing thresholds, conditions, and exceptions):
a
A current or former officer, director, trustee, key employee, creator or founder, or substantial contributor? If "Yes," complete Schedule L, Part IV......................
28a
 
No
b
A family member of any individual described in line 28a? If "Yes," complete Schedule L, Part IV.....
28b
 
No
c
A 35% controlled entity of one or more individuals and/or organizations described in line 28a or 28b? If "Yes," complete Schedule L, Part IV.....................
28c
 
No
29
Did the organization receive more than $25,000 in non-cash contributions? If "Yes," complete Schedule M..
29
 
No
30
Did the organization receive contributions of art, historical treasures, or other similar assets, or qualified conservation contributions? If "Yes," complete Schedule M .................
30
 
No
31
Did the organization liquidate, terminate, or dissolve and cease operations? If "Yes," complete Schedule N, Part I
31
 
No
32
Did the organization sell, exchange, dispose of, or transfer more than 25% of its net assets? If "Yes," complete Schedule N, Part II........................
32
 
No
33
Did the organization own 100% of an entity disregarded as separate from the organization under Regulations sections 301.7701-2 and 301.7701-3? If "Yes," complete Schedule R, Part I............Click to see attachment
List of Attached Documents:
// Content
33
Yes
 
34
Was the organization related to any tax-exempt or taxable entity? If "Yes," complete Schedule R, Part II, III, or IV, and Part V, line 1.........................Click to see attachment
List of Attached Documents:
// Content
34
Yes
 
35a
Did the organization have a controlled entity within the meaning of section 512(b)(13)?
35a
 
No
b
If ‘Yes’ to line 35a, did the organization receive any payment from or engage in any transaction with a controlled entity within the meaning of section 512(b)(13)? If "Yes," complete Schedule R, Part V, line 2 ...
35b
 
 
36
Section 501(c)(3) organizations. Did the organization make any transfers to an exempt non-charitable related organization? If "Yes," complete Schedule R, Part V, line 2............. Click to see attachment
List of Attached Documents:
// Content
36
 
No
37
Did the organization conduct more than 5% of its activities through an entity that is not a related organization and that is treated as a partnership for federal income tax purposes? If "Yes," complete Schedule R, Part VIClick to see attachment
List of Attached Documents:
// Content
37
 
No
38
Did the organization complete Schedule O and provide explanations on Schedule O for Part VI, lines 11b and 19? Note. All Form 990 filers are required to complete Schedule O. ............
38
Yes
 
Part V
Statements Regarding Other IRS Filings and Tax Compliance
Check if Schedule O contains a response or note to any line in this Part V...........
Yes
No
1a
Enter the number reported in box 3 of Form 1096. Enter -0- if not applicable ..
1a
18
b
Enter the number of Forms W-2G included on line 1a. Enter -0- if not applicable .
1b
0
c
Did the organization comply with backup withholding rules for reportable payments to vendors and reportable gaming (gambling) winnings to prize winners? ..................
1c
Yes
 
Form 990 (2021)
Form 990 (2021)
Page 5
Part V
Statements Regarding Other IRS Filings and Tax Compliance (continued)
2a
Enter the number of employees reported on Form W-3, Transmittal of Wage and
Tax Statements, filed for the calendar year ending with or within the year covered by this return ..................
2a
28
b
If at least one is reported on line 2a, did the organization file all required federal employment tax returns?
Note. If the sum of lines 1a and 2a is greater than 250, you may be required to e-file. See instructions.
2b
 
No
3a
Did the organization have unrelated business gross income of $1,000 or more during the year?...
3a
 
No
b
If “Yes,” has it filed a Form 990-T for this year? If “No” to line 3b, provide an explanation in Schedule O...
3b
 
 
4a
At any time during the calendar year, did the organization have an interest in, or a signature or other authority over, a financial account in a foreign country (such as a bank account, securities account, or other financial account)? ..
4a
 
No
b
If "Yes," enter the name of the foreign country: MediumBullet
See instructions for filing requirements for FinCEN Form 114, Report of Foreign Bank and Financial Accounts (FBAR).
5a
Was the organization a party to a prohibited tax shelter transaction at any time during the tax year? ..
5a
 
No
b
Did any taxable party notify the organization that it was or is a party to a prohibited tax shelter transaction?
5b
 
No
c
If "Yes," to line 5a or 5b, did the organization file Form 8886-T? ............
5c
 
 
6a
Does the organization have annual gross receipts that are normally greater than $100,000, and did the organization solicit any contributions that were not tax deductible as charitable contributions? ...
6a
 
No
b
If "Yes," did the organization include with every solicitation an express statement that such contributions or gifts were not tax deductible? ......................
6b
 
 
7
Organizations that may receive deductible contributions under section 170(c).
a
Did the organization receive a payment in excess of $75 made partly as a contribution and partly for goods and services provided to the payor? ....................
7a
 
No
b
If "Yes," did the organization notify the donor of the value of the goods or services provided? .....
7b
 
 
c
Did the organization sell, exchange, or otherwise dispose of tangible personal property for which it was required to file Form 8282? .........................
7c
 
No
d
If "Yes," indicate the number of Forms 8282 filed during the year ....
7d
 
e
Did the organization receive any funds, directly or indirectly, to pay premiums on a personal benefit contract?
7e
 
No
f
Did the organization, during the year, pay premiums, directly or indirectly, on a personal benefit contract? ..
7f
 
No
g
If the organization received a contribution of qualified intellectual property, did the organization file Form 8899 as required? ......................
7g
 
 
h
If the organization received a contribution of cars, boats, airplanes, or other vehicles, did the organization file a Form 1098-C? ..........................
7h
 
 
8
Sponsoring organizations maintaining donor advised funds. Did a donor advised fund maintained by the sponsoring organization have excess business holdings at any time during the year? ........
8
 
 
9
Sponsoring organizations maintaining donor advised funds.
a
Did the sponsoring organization make any taxable distributions under section 4966?........
9a
 
 
b
Did the sponsoring organization make a distribution to a donor, donor advisor, or related person?...
9b
 
 
10
Section 501(c)(7) organizations. Enter:
a
Initiation fees and capital contributions included on Part VIII, line 12 ...
10a
 
b
Gross receipts, included on Form 990, Part VIII, line 12, for public use of club facilities
10b
 
11
Section 501(c)(12) organizations. Enter:
a
Gross income from members or shareholders .........
11a
 
b
Gross income from other sources. (Do not net amounts due or paid to other sources against amounts due or received from them.) ..........
11b
 
12a
Section 4947(a)(1) non-exempt charitable trusts. Is the organization filing Form 990 in lieu of Form 1041?
12a
 
 
b
If "Yes," enter the amount of tax-exempt interest received or accrued during the year.
12b
 
13
Section 501(c)(29) qualified nonprofit health insurance issuers.
a
Is the organization licensed to issue qualified health plans in more than one state? .........
Note. See the instructions for additional information the organization must report on Schedule O.
13a
 
 
b
Enter the amount of reserves the organization is required to maintain by the states in which the organization is licensed to issue qualified health plans ....
13b
 
c
Enter the amount of reserves on hand ............
13c
 
14a
Did the organization receive any payments for indoor tanning services during the tax year?.....
14a
 
No
b
If "Yes," has it filed a Form 720 to report these payments? If "No," provide an explanation in Schedule O..
14b
 
 
15
Is the organization subject to the section 4960 tax on payment(s) of more than $1,000,000 in remuneration or excess parachute payment(s) during the year? ....................
If "Yes," see the instructions and file Form 4720, Schedule N.
15
 
No
16
Is the organization an educational institution subject to the section 4968 excise tax on net investment income? ..
If "Yes," complete Form 4720, Schedule O.
16
 
No
17
Section 501(c)(21) organizations. Did the trust, any disqualified person, or mine operator engage in any activities that would result in the imposition of an excise tax under section 4951, 4952, or 4953? ..
If "Yes," complete Form 6069.
17
 
 
Form 990 (2021)
Form 990 (2021)
Page 6
Part VI
Governance, Management, and Disclosure. For each "Yes" response to lines 2 through 7b below, and for a "No" response to lines 8a, 8b, or 10b below, describe the circumstances, processes, or changes in Schedule O. See instructions.
Check if Schedule O contains a response or note to any line in this Part VI..............
Section A. Governing Body and Management
Yes
No
1a
Enter the number of voting members of the governing body at the end of the tax year
1a
9
If there are material differences in voting rights among members of the governing body, or if the governing body delegated broad authority to an executive committee or similar committee, explain in Schedule O.
b
Enter the number of voting members included in line 1a, above, who are independent
1b
9
2
Did any officer, director, trustee, or key employee have a family relationship or a business relationship with any other officer, director, trustee, or key employee? .................
2
 
No
3
Did the organization delegate control over management duties customarily performed by or under the direct supervision of officers, directors or trustees, or key employees to a management company or other person? .
3
 
No
4
Did the organization make any significant changes to its governing documents since the prior Form 990 was filed? .
4
 
No
5
Did the organization become aware during the year of a significant diversion of the organization’s assets? .
5
 
No
6
Did the organization have members or stockholders? ................
6
 
No
7a
Did the organization have members, stockholders, or other persons who had the power to elect or appoint one or more members of the governing body? ....................
7a
 
No
b
Are any governance decisions of the organization reserved to (or subject to approval by) members, stockholders, or persons other than the governing body? ...................
7b
 
No
8
Did the organization contemporaneously document the meetings held or written actions undertaken during the year by the following:
a
The governing body? .......................
8a
Yes
 
b
Each committee with authority to act on behalf of the governing body? ............
8b
Yes
 
9
Is there any officer, director, trustee, or key employee listed in Part VII, Section A, who cannot be reached at the organization’s mailing address? If "Yes," provide the names and addresses in Schedule O.......
9
 
No
Section B. Policies (This Section B requests information about policies not required by the Internal Revenue Code.)
Yes
No
10a
Did the organization have local chapters, branches, or affiliates? ............
10a
 
No
b
If "Yes," did the organization have written policies and procedures governing the activities of such chapters, affiliates, and branches to ensure their operations are consistent with the organization's exempt purposes?
10b
 
 
11a
Has the organization provided a complete copy of this Form 990 to all members of its governing body before filing the form? ............................
11a
Yes
 
b
Describe on Schedule O the process, if any, used by the organization to review this Form 990. .....
12a
Did the organization have a written conflict of interest policy? If "No," go to line 13.......
12a
Yes
 
b
Were officers, directors, or trustees, and key employees required to disclose annually interests that could give rise to conflicts? ..........................
12b
Yes
 
c
Did the organization regularly and consistently monitor and enforce compliance with the policy? If "Yes," describe on Schedule O how this was done...................
12c
Yes
 
13
Did the organization have a written whistleblower policy? ...............
13
Yes
 
14
Did the organization have a written document retention and destruction policy? .........
14
Yes
 
15
Did the process for determining compensation of the following persons include a review and approval by independent persons, comparability data, and contemporaneous substantiation of the deliberation and decision?
a
The organization’s CEO, Executive Director, or top management official ...........
15a
Yes
 
b
Other officers or key employees of the organization ................
15b
Yes
 
If "Yes" to line 15a or 15b, describe the process on Schedule O. See instructions.
16a
Did the organization invest in, contribute assets to, or participate in a joint venture or similar arrangement with a taxable entity during the year? ......................
16a
 
No
b
If "Yes," did the organization follow a written policy or procedure requiring the organization to evaluate its participation in joint venture arrangements under applicable federal tax law, and take steps to safeguard the organization’s exempt status with respect to such arrangements? ............
16b
 
 
Section C. Disclosure
17
List the states with which a copy of this Form 990 is required to be filedMediumBullet
OH
18
Section 6104 requires an organization to make its Form 1023 (1024 or 1024-A, if applicable), 990, and 990-T (section 501(c)(3)s only) available for public inspection. Indicate how you made these available. Check all that apply.
19
Describe in Schedule O whether (and if so, how) the organization made its governing documents, conflict of interest policy, and financial statements available to the public during the tax year.
20
State the name, address, and telephone number of the person who possesses the organization's books and records:
MediumBulletTHE ORGANIZATION2160 E FIFTH STREET   DAYTON,OH45403 (937) 277-8149
Form 990 (2021)
Form 990 (2021)
Page 7
Part VII
Compensation of Officers, Directors,Trustees, Key Employees, Highest Compensated Employees, and Independent Contractors
Check if Schedule O contains a response or note to any line in this Part VII..............
Section A. Officers, Directors, Trustees, Key Employees, and Highest Compensated Employees
1a Complete this table for all persons required to be listed. Report compensation for the calendar year ending with or within the organization’s tax year.
RoundBullet List all of the organization’s current officers, directors, trustees (whether individuals or organizations), regardless of amount
of compensation. Enter -0- in columns (D), (E), and (F) if no compensation was paid.

RoundBullet List all of the organization’s current key employees, if any. See the instructions for definition of "key employee."
RoundBullet List the organization’s five current highest compensated employees (other than an officer, director, trustee or key employee)
who received reportable compensation (box 5 of Form W-2, Form 1099-MISC, and/or box 1 of Form 1099-NEC) of more than $100,000 from the
organization and any related organizations.

RoundBullet List all of the organization’s former officers, key employees, or highest compensated employees who received more than $100,000
of reportable compensation from the organization and any related organizations.

RoundBullet List all of the organization’s former directors or trustees that received, in the capacity as a former director or trustee of the
organization, more than $10,000 of reportable compensation from the organization and any related organizations.

See the instructions for the order in which to list the persons above.
Check this box if neither the organization nor any related organization compensated any current officer, director, or trustee.
(A)
Name and title 		(B)
Average hours per week (list any hours for related organizations below dotted line) 		(C)
Position (do not check more than one box, unless person is both an officer and a director/trustee) 		(D)
Reportable compensation from the organization (W-2/1099-MISC/1099-NEC) 		(E)
Reportable compensation from related organizations (W-2/1099-MISC/1099-NEC) 		(F)
Estimated amount of other compensation from the organization and related organizations
Individual Trustee or Director; Institutional Trustee; OfficerInd; Key Employee; Highest compensated employee; FormerOfcrDirectorTrusteeInd;
(1) MARY CROCKETT......................................................................
BOARD OF DIRECTORS
 0.00
.................
  		X           0 0 0
(2) LARRY WILLIAMS......................................................................
BOARD OF DIRECTORS
 0.00
.................
  		X           0 0 0
(3) AMY RIEGEL......................................................................
BOARD OF DIRECTORS
 0.00
.................
  		X           0 0 0
(4) SHELLY CAGLE......................................................................
BOARD OF DIRECTORS
 0.00
.................
  		X           0 0 0
(5) LISA TINGLE......................................................................
BOARD OF DIRECTORS
 0.00
.................
  		X           0 0 0
(6) KRISTINA LEWIS......................................................................
BOARD OF DIRECTORS
 0.00
.................
  		X           0 0 0
(7) AUSTIN RAINS......................................................................
BOARD OF DIRECTORS
 0.00
.................
  		X           0 0 0
(8) JACK KUKURA......................................................................
BOARD OF DIRECTORS
 0.00
.................
  		X           0 0 0
(9) VANESSA WARD......................................................................
BOARD OF DIRECTORS
 0.00
.................
  		X           0 0 0
(10) TIMOTHY BETE......................................................................
PRESIDENT/TREASURER
 40.00
.................
  		    X       178,387 0 29,957
(11) BARBARA PROSSER......................................................................
CHIEF FINANCIAL OFFICER
 40.00
.................
  		    X       134,152 0 29,285
(12) WESLEY YOUNG......................................................................
VICE PRESIDENT/SECRETARY
 40.00
.................
  		    X       159,382 0 21,767
(13) NATALYNNE BAKER......................................................................
VICE PRESIDENT/COO
 40.00
.................
  		    X       111,638 0 19,700








Form 990 (2021)
Form 990 (2021)
Page 8
Part VII
Section A. Officers, Directors, Trustees, Key Employees, and Highest Compensated Employees (continued)
(A)
Name and title 		(B)
Average hours per week (list any hours for related organizations below dotted line) 		(C)
Position (do not check more than one box, unless person is both an officer and a director/trustee) 		(D)
Reportable compensation from the organization (W-2/1099-MISC/1099-NEC) 		(E)
Reportable compensation from related organizations (W-2/1099-MISC/1099-NEC) 		(F)
Estimated amount of other compensation from the organization and related organizations
Individual Trustee or Director; Institutional Trustee; OfficerInd; Key Employee; Highest compensated employee; FormerOfcrDirectorTrusteeInd;


























1b Sub-Total................MediumBullet
c Total from continuation sheets to Part VII, Section A....MediumBullet
d Total (add lines 1b and 1c)...........MediumBullet 583,559 0 100,709
2
Total number of individuals (including but not limited to those listed above) who received more than $100,000 of reportable compensation from the organization MediumBullet4
Yes
No
3
Did the organization list any former officer, director or trustee, key employee, or highest compensated employee on line 1a? If "Yes," complete Schedule J for such individual ..............
3
 
No
4
For any individual listed on line 1a, is the sum of reportable compensation and other compensation from the organization and related organizations greater than $150,000? If "Yes," complete Schedule J for such
individual...........................
4
Yes
 
5
Did any person listed on line 1a receive or accrue compensation from any unrelated organization or individual for services rendered to the organization? If "Yes," complete Schedule J for such person ........
5
 
No
Section B. Independent Contractors
1
Complete this table for your five highest compensated independent contractors that received more than $100,000 of compensation from the organization. Report compensation for the calendar year ending with or within the organization’s tax year.
(A)
Name and business address 		(B)
Description of services 		(C)
Compensation
2
Total number of independent contractors (including but not limited to those listed above) who received more than $100,000 of compensation from the organization MediumBullet0
Form 990 (2021)
Form 990 (2021)
Page 9
Part VIII
Statement of Revenue
Check if Schedule O contains a response or note to any line in this Part VIII.............
(A)
Total revenue 		(B)
Related or
exempt
function
revenue 		(C)
Unrelated
business
revenue 		(D)
Revenue
excluded from
tax under sections
512 - 514
Contributions, Gifts, Grants, and OtherAmt Similar Amounts 1a Federated campaigns..1a  
b Membership dues..1b  
c Fundraising events..1c  
d Related organizations1d  
e Government grants (contributions)1e 880,566
f All other contributions, gifts, grants, and similar amounts not included above1f 307,036
g Noncash contributions included in lines 1a - 1f:$ 1g  
h Total. Add lines 1a-1f.......MediumBullet 1,187,602
Program Service RevenueAmt Business Code
2a LOW INC DEVELOPER FEES 531390 1,360,790 1,360,790    
b SENIOR HOUSING 531390 479,313 479,313    
c LOW INC HOUSING MGMT 531310 390,310 390,310    
d OUTREACH SERVICES 624100 353,037 353,037    
e
f All other program service revenue.        
g Total. Add lines 2a–2f .....MediumBullet 2,583,450
OtherAmtRevenueAmt 3 Investment income (including dividends, interest, and othersimilar amounts) ......MediumBullet 256,509     256,509
4 Income from investment of tax-exempt bond proceedsMediumBullet        
5 Royalties...........MediumBullet        
(ii) Personal (i) Real
6a Gross rents     6a
b Less: rental expenses   5,066 6b
c Rental income or (loss)   -5,066 6c
d Net rental income or (loss).......MediumBullet -5,066     -5,066
(ii) Other (i) Securities
7a Gross amount from sales of assets other than inventory     7a
b Less: cost or other basis and sales expenses 93,656   7b
c Gain or (loss) -93,656   7c
d Net gain or (loss).........MediumBullet -93,656 -93,656    
8a Gross income from fundraising events (not including $   of contributions reported on line 1c). See Part IV, line 18 ....
8a  
b Less: direct expenses ... 8b  
c Net income or (loss) from fundraising events..MediumBullet      
9a Gross income from gaming activities.
See Part IV, line 19 ...
9a  
b Less: direct expenses ... 9b  
c Net income or (loss) from gaming activities..MediumBullet        
10a Gross sales of inventory, less
returns and allowances ..
10a  
b Less: cost of goods sold .. 10b  
c Net income or (loss) from sales of inventory..MediumBullet        
Business Code Miscellaneous Revenue
11a            
b            
c            
d All other revenue ....        
e Total. Add lines 11a–11d ...... MediumBullet  
12 Total revenue. See instructions.....MediumBullet 3,928,839 2,489,794 0 251,443
Form 990 (2021)
Form 990 (2021)
Page 10
Part IX
Statement of Functional Expenses
Section 501(c)(3) and 501(c)(4) organizations must complete all columns. All other organizations must complete column (A).Check if Schedule O contains a response or note to any line in this Part IX..............
Do not include amounts reported on lines 6b,
7b, 8b, 9b, and 10b of Part VIII. 		(A)
Total expenses 		(B)
Program service expenses 		(C)
Management and general expenses 		(D)
Fundraising
expenses
1 Grants and other assistance to domestic organizations and domestic governments. See Part IV, line 21 ....    
2 Grants and other assistance to domestic individuals. See Part IV, line 22 ...........    
3 Grants and other assistance to foreign organizations, foreign governments, and foreign individuals. See Part IV, lines 15 and 16. .............    
4 Benefits paid to or for members .......    
5 Compensation of current officers, directors, trustees, and key employees ........... 684,268 495,328 178,523 10,417
6 Compensation not included above, to disqualified persons (as defined under section 4958(f)(1)) and persons described in section 4958(c)(3)(B) .........        
7 Other salaries and wages........ 733,746 683,752 20,244 29,750
8 Pension plan accruals and contributions (include section 401(k) and 403(b) employer contributions) .... 51,440 47,936 1,418 2,086
9 Other employee benefits ....... 201,380 187,659 5,556 8,165
10 Payroll taxes ........... 119,377 111,241 3,296 4,840
11 Fees for services (non-employees):        
a Management ...... 143,266 143,266    
b Legal ......... 48,409 48,409    
c Accounting ........... 93,021 4,779 88,086 156
d Lobbying ...........        
e Professional fundraising services. See Part IV, line 17    
f Investment management fees ......        
g Other (If line 11g amount exceeds 10% of line 25, column (A) amount, list line 11g expenses on Schedule O) 14,677 2,952 11,725  
12 Advertising and promotion .... 27,452 20,745 1,565 5,142
13 Office expenses ....... 107,822 47,362 58,541 1,919
14 Information technology ...... 112,141 15,868 95,553 720
15 Royalties ..        
16 Occupancy ........... 232,779 185,608 47,171  
17 Travel ............ 42,033 31,208 10,819 6
18 Payments of travel or entertainment expenses for any federal, state, or local public officials .        
19 Conferences, conventions, and meetings .... 603 603    
20 Interest ........... 276,953 264,730 12,223  
21 Payments to affiliates .......        
22 Depreciation, depletion, and amortization .. 237,276 231,702 4,632 942
23 Insurance ... 103,253 77,908 25,345  
24 Other expenses. Itemize expenses not covered above (List miscellaneous expenses in line 24e. If line 24e amount exceeds 10% of line 25, column (A) amount, list line 24e expenses on Schedule O.)
a DEVELOPMENT COSTS 354,202 354,202    
b PROGRAM EXPENSE 249,717 96,417 0 153,300
c PPP LOAN REPAYMENT 31,144   31,144  
d DUES & SUBSCRIPTIONS 26,173 21,136 4,778 259
e All other expenses -64,040 -77,762 4,879 8,843
25 Total functional expenses. Add lines 1 through 24e 3,827,092 2,995,049 605,498 226,545
26 Joint costs. Complete this line only if the organization reported in column (B) joint costs from a combined educational campaign and fundraising solicitation. Check here MediumBullet if following SOP 98-2 (ASC 958-720).        
Form 990 (2021)
Form 990 (2021)
Page 11
Part X
Balance Sheet
Check if Schedule O contains a response or note to any line in this Part IX..............
(A)
Beginning of year 		(B)
End of year
Assets 1 Cash–non-interest-bearing ........ 395,139 1 369,681
2 Savings and temporary cash investments ......... 2,501,093 2 2,876,414
3 Pledges and grants receivable, net ...... 2,500 3 0
4 Accounts receivable, net ............. 5,383,593 4 4,926,579
5 Loans and other receivables from any current or former officer, director, trustee, key employee, creator or founder, substantial contributor, or 35% controlled entity or family member of any of these persons .......
  5  
6 Loans and other receivables from other disqualified persons (as defined under section 4958(f)(1)), and persons described in section 4958(c)(3)(B) ...
  6  
7 Notes and loans receivable, net ........... 12,710,807 7 13,731,062
8 Inventories for sale or use ............   8  
9 Prepaid expenses and deferred charges ...... 143,779 9 66,666
10a Land, buildings, and equipment: cost or other basis. Complete Part VI of Schedule D 10a 6,472,924
b Less: accumulated depreciation 10b 2,778,135 3,932,532 10c 3,694,789
11 Investments—publicly traded securities .   11  
12 Investments—other securities. See Part IV, line 11 ..... 3,055,519 12 3,359,907
13 Investments—program-related. See Part IV, line 11 ..   13  
14 Intangible assets ...............   14  
15 Other assets. See Part IV, line 11 ........... 2,857,975 15 3,179,625
16 Total assets. Add lines 1 through 15 (must equal line 33)... 30,982,937 16 32,204,723
Liabilities 17 Accounts payable and accrued expenses ..... 1,087,692 17 1,073,251
18 Grants payable ...   18  
19 Deferred revenue .........   19  
20 Tax-exempt bond liabilities .........   20  
21 Escrow or custodial account liability. Complete Part IV of Schedule D   21  
22 Loans and other payables to any current or former officer, director, trustee, key employee, creator or founder, substantial contributor, or 35% controlled entity or family member of any of these persons .........
  22  
23 Secured mortgages and notes payable to unrelated third parties .. 10,378,777 23 11,441,516
24 Unsecured notes and loans payable to unrelated third parties ..   24  
25 Other liabilities (including federal income tax, payables to related third parties, and other liabilities not included on lines 17 - 24). Complete Part X of Schedule D 3,559,958 25 3,631,426
26 Total liabilities. Add lines 17 through 25.. 15,026,427 26 16,146,193
Net Assets or Fund Balance Organizations that follow FASB ASC 958, check here MediumBullet and complete lines 27, 28, 32, and 33.
27 Net assets without donor restrictions .......... 15,833,796 27 15,761,876
28 Net assets with donor restrictions ........... 122,714 28 296,654
Organizations that do not follow FASB ASC 958, check here MediumBullet and complete lines 29 through 33.
29 Capital stock or trust principal, or current funds .....   29  
30 Paid-in or capital surplus, or land, building or equipment fund ...   30  
31 Retained earnings, endowment, accumulated income, or other funds   31  
32 Total net assets or fund balances ........... 15,956,510 32 16,058,530
33 Total liabilities and net assets/fund balances ........ 30,982,937 33 32,204,723
Form 990 (2021)
Form 990 (2021)
Page 12
Part XI
Reconcilliation of Net Assets
Check if Schedule O contains a response or note to any line in this Part XI..............
1
Total revenue (must equal Part VIII, column (A), line 12) ............
1
3,928,839
2
Total expenses (must equal Part IX, column (A), line 25) ............
2
3,827,092
3
Revenue less expenses. Subtract line 2 from line 1 ..............
3
101,747
4
Net assets or fund balances at beginning of year (must equal Part X, line 32, column (A)) ..
4
15,956,510
5
Net unrealized gains (losses) on investments ...............
5
273
6
Donated services and use of facilities .................
6
 
7
Investment expenses .....................
7
 
8
Prior period adjustments .....................
8
 
9
Other changes in net assets or fund balances (explain in Schedule O) ........
9
0
10
Net assets or fund balances at end of year. Combine lines 3 through 9 (must equal Part X, line 32, column (B))
10
16,058,530
Part XII
Financial Statements and Reporting
Check if Schedule O contains a response or note to any line in this Part XII.............
Yes
No
1
Accounting method used to prepare the Form 990:  
If the organization changed its method of accounting from a prior year or checked "Other," explain on
Schedule O.
2a
Were the organization’s financial statements compiled or reviewed by an independent accountant?
2a
 
No
If ‘Yes,’ check a box below to indicate whether the financial statements for the year were compiled or reviewed on a separate basis, consolidated basis, or both:
b
Were the organization’s financial statements audited by an independent accountant?
2b
 
No
If ‘Yes,’ check a box below to indicate whether the financial statements for the year were audited on a separate basis, consolidated basis, or both:
c
If "Yes," to line 2a or 2b, does the organization have a committee that assumes responsibility for oversight of the audit, review, or compilation of its financial statements and selection of an independent accountant?
2c
 
 
If the organization changed either its oversight process or selection process during the tax year, explain in Schedule O.
3a
As a result of a federal award, was the organization required to undergo an audit or audits as set forth in the Single Audit Act and OMB Circular A-133?
3a
 
No
b
If "Yes," did the organization undergo the required audit or audits? If the organization did not undergo the required audit or audits, explain why in Schedule O and describe any steps taken to undergo such audits.
3b
 
 
Form 990 (2021)
Form 990 (2021)
Additional Data


Software ID:  
Software Version:  
Form 990, Special Condition Description:
Special Condition Description
SCHEDULE A
(Form 990)

Department of the Treasury
Internal Revenue Service
Public Charity Status and Public Support
Complete if the organization is a section 501(c)(3) organization or a section 4947(a)(1) nonexempt charitable trust.
right arrow Attach to Form 990 or Form 990-EZ.
right arrow Go to www.irs.gov/Form990 for instructions and the latest information.
OMB No. 1545-0047
2022
Open to Public
Inspection
Name of the organization
ST MARY DEVELOPMENT CORPORATION
 
Employer identification number

31-1275208
Part I
Reason for Public Charity Status (All organizations must complete this part.) See instructions.
The organization is not a private foundation because it is: (For lines 1 through 12, check only one box.)
1
2
3
4
5
6
7
8
9
10
11
12
a
b
c
d
e
f
Enter the number of supported organizations ...............................  
g
Provide the following information about the supported organization(s).
(i) Name of supported organization (ii) EIN (iii) Type of organization (described on lines 1- 10 above (see instructions)) (iv) Is the organization listed in your governing document? (v) Amount of monetary support (see instructions) (vi) Amount of other support (see instructions)
Yes No
Total
 
   
For Paperwork Reduction Act Notice, see the Instructions for
Form 990 or 990-EZ.
Cat. No. 11285F
Schedule A (Form 990) 2022

Schedule A (Form 990) 2022
Page 2
Part II
Support Schedule for Organizations Described in Sections 170(b)(1)(A)(iv) and 170(b)(1)(A)(vi)
(Complete only if you checked the box on line 5, 7, or 8 of Part I or if the organization failed to qualify under Part III. If the organization failed to qualify under the tests listed below, please complete Part III.)
Section A. Public Support
Calendar year (or fiscal year beginning in) right arrow (a) 2018 (b) 2019 (c) 2020 (d) 2021 (e) 2022 (f) Total
1 Gifts, grants, contributions, and membership fees received. (Do not include any "unusual grant.") ..            
2 Tax revenues levied for the organization's benefit and either paid to or expended on its behalf....            
3 The value of services or facilities furnished by a governmental unit to the organization without charge..            
4 Total. Add lines 1 through 3            
5 The portion of total contributions by each person (other than a governmental unit or publicly supported organization) included on line 1 that exceeds 2% of the amount shown on line 11, column (f) ..  
6 Public support. Subtract line 5 from line 4.  
Section B. Total Support
Calendar year (or fiscal year beginning in) right arrow (a) 2018 (b) 2019 (c) 2020 (d) 2021 (e) 2022 (f) Total
7 Amounts from line 4..            
8 Gross income from interest, dividends, payments received on securities loans, rents, royalties and income from similar sources...            
9 Net income from unrelated business activities, whether or not the business is regularly carried on..            
10 Other income. Do not include gain or loss from the sale of capital assets (Explain in Part VI.)..            
11 Total support. Add lines 7 through 10  
12
12
 
13
First 5 years. If the Form 990 is for the organization's first, second, third, fourth, or fifth tax year as a section 501(c)(3) organization, check this box and stop here ........................................right arrow
Section C. Computation of Public Support Percentage
14
14
 
15
15
 
16a
33 1/3% support test—2022. If the organization did not check the box on line 13, and line 14 is 33 1/3% or more, check this box
and stop here. The organization qualifies as a publicly supported organization .......................right arrow
b
33 1/3% support test—2021. If the organization did not check a box on line 13 or 16a, and line 15 is 33 1/3% or more, check this
box and stop here. The organization qualifies as a publicly supported organization ..................... right arrow
17a
10%-facts-and-circumstances test—2022. If the organization did not check a box on line 13, 16a, or 16b, and line 14 is 10% or more, and if the organization meets the "facts-and-circumstances" test, check this box and stop here. Explain in Part VI how the organization meets the "facts-and-circumstances" test. The organization qualifies as a publicly supported organization ............ right arrow
b
10%-facts-and-circumstances test—2021. If the organization did not check a box on line 13, 16a, 16b, or 17a, and line 15 is 10% or more, and if the organization meets the "facts-and-circumstances" test, check this box and stop here. Explain in Part VI how the organization meets the "facts-and-circumstances" test. The organization qualifies as a publicly supported organization ............ right arrow
18
Private foundation. If the organization did not check a box on line 13, 16a, 16b, 17a, or 17b, check this box and see
instructions ..................................................... right arrow
Schedule A (Form 990) 2022

Schedule A (Form 990) 2022
Page 3
Part III
Support Schedule for Organizations Described in Section 509(a)(2)
(Complete only if you checked the box on line 10 of Part I or if the organization failed to qualify under Part II. If the organization fails to qualify under the tests listed below, please complete Part II.)
Section A. Public Support
Calendar year (or fiscal year beginning in) right arrow (a) 2018 (b) 2019 (c) 2020 (d) 2021 (e) 2022 (f) Total
1 Gifts, grants, contributions, and membership fees received. (Do not include any "unusual grants.") . 887,581 987,701 1,609,768 1,684,832 1,187,602 6,357,484
2 Gross receipts from admissions, merchandise sold or services performed, or facilities furnished in any activity that is related to the organization's tax-exempt purpose 1,733,277 2,380,720 2,283,110 4,706,678 2,583,450 13,687,235
3 Gross receipts from activities that are not an unrelated trade or business under section 513 .....            
4 Tax revenues levied for the organization's benefit and either paid to or expended on its behalf...            
5 The value of services or facilities furnished by a governmental unit to the organization without charge            
6 Total. Add lines 1 through 5 2,620,858 3,368,421 3,892,878 6,391,510 3,771,052 20,044,719
7a Amounts included on lines 1, 2, and 3 received from disqualified persons           0
b Amounts included on lines 2 and 3 received from other than disqualified persons that exceed the greater of $5,000 or 1% of the amount on line 13 for the year.           0
c Add lines 7a and 7b..           0
8 Public support. (Subtract line 7c from line 6.) 20,044,719
Section B. Total Support
Calendar year (or fiscal year beginning in) right arrow (a) 2018 (b) 2019 (c) 2020 (d) 2021 (e) 2022 (f) Total
9 Amounts from line 6... 2,620,858 3,368,421 3,892,878 6,391,510 3,771,052 20,044,719
10a Gross income from interest, dividends, payments received on securities loans, rents, royalties and income from similar sources.. 280,379 416,689 303,530 458,912 162,853 1,622,363
b Unrelated business taxable income (less section 511 taxes) from businesses acquired after June 30, 1975.            
c Add lines 10a and 10b. 280,379 416,689 303,530 458,912 162,853 1,622,363
11 Net income from unrelated business activities not included on line 10b, whether or not the business is regularly carried on.            
12 Other income. Do not include gain or loss from the sale of capital assets (Explain in Part VI.) ..            
13 Total support. (Add lines 9, 10c, 11, and 12.).. 2,901,237 3,785,110 4,196,408 6,850,422 3,933,905 21,667,082
14
First 5 years. If the Form 990 is for the organization's first, second, third, fourth, or fifth tax year as a section 501(c)(3) organization, check this box and stop here................................................. right arrow
Section C. Computation of Public Support Percentage
15
15
92.510 %
16
16
91.340 %
Section D. Computation of Investment Income Percentage
17
17
7.490 %
18
18
8.660 %
19a
33 1/3% support tests-2022. If the organization did not check the box on line 14, and line 15 is more than 33 1/3%, and line 17 is not more than 33 1/3%, check this box and stop here. The organization qualifies as a publicly supported organization ....... right arrow
b
33 1/3% support tests—2021. If the organization did not check a box on line 14 or line 19a, and line 16 is more than 33 1/3% and line 18 is not more than 33 1/3%, check this box and stop here. The organization qualifies as a publicly supported organization ..... right arrow
20
Private foundation. If the organization did not check a box on line 14, 19a, or 19b, check this box and see instructions .... right arrow
Schedule A (Form 990) 2022

Schedule A (Form 990) 2022
Page 4
Part IV
Supporting Organizations
(Complete only if you checked a box on line 12 of Part I. If you checked box 12a, of Part I, complete Sections A and B. If you checked box 12b, of Part I, complete Sections A and C. If you checked box 12c, of Part I, complete Sections A, D, and E. If you checked box12d, of Part I, complete Sections A and D, and complete Part V.)
Section A. All Supporting Organizations
Yes
No
1
Are all of the organization’s supported organizations listed by name in the organization’s governing documents?
If "No," describe in Part VI how the supported organizations are designated. If designated by class or purpose,
describe the designation. If historic and continuing relationship, explain.
1
 
 
2
Did the organization have any supported organization that does not have an IRS determination of status under section 509(a)(1) or (2)? If "Yes," explain in Part VI how the organization determined that the supported organization was described in section 509(a)(1) or (2).
2
 
 
3a
Did the organization have a supported organization described in section 501(c)(4), (5), or (6)? If "Yes," answer lines 3b and 3c below.
3a
 
 
b
Did the organization confirm that each supported organization qualified under section 501(c)(4), (5), or (6) and satisfied the public support tests under section 509(a)(2)? If "Yes," describe in Part VI when and how the organization made the determination.
3b
 
 
c
Did the organization ensure that all support to such organizations was used exclusively for section 170(c)(2)(B) purposes? If "Yes," explain in Part VI what controls the organization put in place to ensure such use.
3c
 
 
4a
Was any supported organization not organized in the United States ("foreign supported organization")? If “Yes” and if you checked box 12a or 12b in Part I, answer lines 4b and 4c below.
4a
 
 
b
Did the organization have ultimate control and discretion in deciding whether to make grants to the foreign supported organization? If “Yes,” describe in Part VI how the organization had such control and discretion despite being controlled or supervised by or in connection with its supported organizations.
4b
 
 
c
Did the organization support any foreign supported organization that does not have an IRS determination under sections 501(c)(3) and 509(a)(1) or (2)? If “Yes,” explain in Part VI what controls the organization used to ensure that all support to the foreign supported organization was used exclusively for section 170(c)(2)(B) purposes.
4c
 
 
5a
Did the organization add, substitute, or remove any supported organizations during the tax year? If “Yes,” answer lines 5b and 5c below (if applicable). Also, provide detail in Part VI, including (i) the names and EIN numbers of the supported organizations added, substituted, or removed; (ii) the reasons for each such action; (iii) the authority under the organization's organizing document authorizing such action; and (iv) how the action was accomplished (such as by amendment to the organizing document).
5a
 
 
b
Type I or Type II only. Was any added or substituted supported organization part of a class already designated in the organization's organizing document?
5b
 
 
c
Substitutions only. Was the substitution the result of an event beyond the organization's control?
5c
 
 
6
Did the organization provide support (whether in the form of grants or the provision of services or facilities) to anyone other than (i) its supported organizations, (ii) individuals that are part of the charitable class benefited by one or more of its supported organizations, or (iii) other supporting organizations that also support or benefit one or more of the filing organization’s supported organizations? If “Yes,” provide detail in Part VI.
6
 
 
7
Did the organization provide a grant, loan, compensation, or other similar payment to a substantial contributor (defined in section 4958(c)(3)(C)), a family member of a substantial contributor, or a 35% controlled entity with regard to a substantial contributor? If “Yes,” complete Part I of Schedule L (Form 990) .
7
 
 
8
Did the organization make a loan to a disqualified person (as defined in section 4958) not described on line 7? If “Yes,” complete Part I of Schedule L (Form 990).
8
 
 
9a
Was the organization controlled directly or indirectly at any time during the tax year by one or more disqualified persons, as defined in section 4946 (other than foundation managers and organizations described in section 509(a)(1) or (2))? If “Yes,” provide detail in Part VI.
9a
 
 
b
Did one or more disqualified persons (as defined on line 9a) hold a controlling interest in any entity in which the supporting organization had an interest? If “Yes,” provide detail in Part VI.
9b
 
 
c
Did a disqualified person (as defined on line 9a) have an ownership interest in, or derive any personal benefit from, assets in which the supporting organization also had an interest? If “Yes,” provide detail in Part VI.
9c
 
 
10a
Was the organization subject to the excess business holdings rules of section 4943 because of section 4943(f) (regarding certain Type II supporting organizations, and all Type III non-functionally integrated supporting organizations)? If “Yes,” answer line 10b below.
10a
 
 
b
Did the organization have any excess business holdings in the tax year? (Use Schedule C, Form 4720, to determine whether the organization had excess business holdings).
10b
 
 
Schedule A (Form 990) 2022

Schedule A (Form 990) 2022
Page 5
Part IV
Supporting Organizations (continued)
Yes
No
11
Has the organization accepted a gift or contribution from any of the following persons?
a
A person who directly or indirectly controls, either alone or together with persons described on lines 11b and 11c below, the governing body of a supported organization?
11a
 
 
b
A family member of a person described on 11a above?
11b
 
 
c
A 35% controlled entity of a person described on line 11a or 11b above? If “Yes” to 11a, 11b, or 11c, provide detail in Part VI.
11c
 
 
Section B. Type I Supporting Organizations
Yes
No
1
Did the officers, directors, trustees, or membership of one or more supported organizations have the power to regularly appoint or elect at least a majority of the organization’s directors or trustees at all times during the tax year? If “No,” describe in Part VI how the supported organization(s) effectively operated, supervised, or controlled the organization’s activities. If the organization had more than one supported organization, describe how the powers to appoint and/or remove directors or trustees were allocated among the supported organizations and what conditions or restrictions, if any, applied to such powers during the tax year.
1
 
 
2
Did the organization operate for the benefit of any supported organization other than the supported organization(s) that operated, supervised, or controlled the supporting organization? If “Yes,” explain in Part VI how providing such benefit carried out the purposes of the supported organization(s) that operated, supervised or controlled the supporting organization.
2
 
 
Section C. Type II Supporting Organizations
Yes
No
1
Were a majority of the organization’s directors or trustees during the tax year also a majority of the directors or trustees of each of the organization’s supported organization(s)? If “No,” describe in Part VI how control or management of the supporting organization was vested in the same persons that controlled or managed the supported organization(s).
1
 
 
Section D. All Type III Supporting Organizations
Yes
No
1
Did the organization provide to each of its supported organizations, by the last day of the fifth month of the organization’s tax year, (i) a written notice describing the type and amount of support provided during the prior tax year, (ii) a copy of the Form 990 that was most recently filed as of the date of notification, and (iii) copies of the organization’s governing documents in effect on the date of notification, to the extent not previously provided?
1
 
 
2
Were any of the organization’s officers, directors, or trustees either (i) appointed or elected by the supported organization(s) or (ii) serving on the governing body of a supported organization? If "No," explain in Part VI how the organization maintained a close and continuous working relationship with the supported organization(s).
2
 
 
3
By reason of the relationship described in line 2 above, did the organization’s supported organizations have a significant voice in the organization’s investment policies and in directing the use of the organization’s income or assets at all times during the tax year? If "Yes," describe in Part VI the role the organization’s supported organizations played in this regard.
3
 
 
Section E. Type III Functionally-Integrated Supporting Organizations
1
Check the box next to the method that the organization used to satisfy the Integral Part Test during the year (see instructions):
a
b
c
2
Activities Test. Answer lines 2a and 2b below.
Yes
No
a
Did substantially all of the organization’s activities during the tax year directly further the exempt purposes of the supported organization(s) to which the organization was responsive? If "Yes," then in Part VI identify those supported organizations and explain how these activities directly furthered their exempt purposes, how the organization was responsive to those supported organizations, and how the organization determined that these activities constituted substantially all of its activities.
2a
 
 
b
Did the activities described on line 2a, above constitute activities that, but for the organization’s involvement, one or more of the organization’s supported organization(s) would have been engaged in? If "Yes," explain in Part VI the reasons for the organization’s position that its supported organization(s) would have engaged in these activities but for the organization’s involvement.
2b
 
 
3
Parent of Supported Organizations. Answer lines 3a and 3b below.
a
Did the organization have the power to regularly appoint or elect a majority of the officers, directors, or trustees of each of the supported organizations?If "Yes" or "No", provide details in Part VI.
3a
 
 
b
Did the organization exercise a substantial degree of direction over the policies, programs and activities of each of its supported organizations? If "Yes," describe in Part VI. the role played by the organization in this regard.
3b
 
 
Schedule A (Form 990) 2022

Schedule A (Form 990) 2022
Page 6
Part V
Type III Non-Functionally Integrated 509(a)(3) Supporting Organizations
1
Section A - Adjusted Net Income (A) Prior Year (B) Current Year
(optional)
1 Net short-term capital gain 1    
2 Recoveries of prior-year distributions 2    
3 Other gross income (see instructions) 3    
4 Add lines 1 through 3 4    
5 Depreciation and depletion 5    
6 Portion of operating expenses paid or incurred for production or collection of gross income or for management, conservation, or maintenance of property held for production of income (see instructions) 6    
7 Other expenses (see instructions) 7    
8 Adjusted Net Income (subtract lines 5, 6 and 7 from line 4) 8    
Section B - Minimum Asset Amount (A) Prior Year (B) Current Year
(optional)
1 Aggregate fair market value of all non-exempt-use assets (see instructions for short tax year or assets held for part of year): 1
a Average monthly value of securities 1a    
b Average monthly cash balances 1b    
c Fair market value of other non-exempt-use assets 1c    
d Total (add lines 1a, 1b, and 1c) 1d    
e Discount claimed for blockage or other factors
(explain in detail in Part VI):  
2 Acquisition indebtedness applicable to non-exempt use assets 2    
3 Subtract line 2 from line 1d 3    
4 Cash deemed held for exempt use. Enter 0.015 of line 3 (for greater amount, see instructions). 4    
5 Net value of non-exempt-use assets (subtract line 4 from line 3) 5    
6 Multiply line 5 by 0.035 6    
7 Recoveries of prior-year distributions 7    
8 Minimum Asset Amount (add line 7 to line 6) 8    
Section C - Distributable Amount Current Year
1 Adjusted net income for prior year (from Section A, line 8, Column A) 1  
2 Enter 85% of line 1 2  
3 Minimum asset amount for prior year (from Section B, line 8, Column A) 3  
4 Enter greater of line 2 or line 3 4  
5 Income tax imposed in prior year 5  
6 Distributable Amount. Subtract line 5 from line 4, unless subject to emergency temporary reduction (see instructions) 6  
7
Schedule A (Form 990) 2022

Schedule A (Form 990) 2022
Page 7
Part V
Type III Non-Functionally Integrated 509(a)(3) Supporting Organizations(continued)
Section D - Distributions Current Year
1 Amounts paid to supported organizations to accomplish exempt purposes 1  
2 Amounts paid to perform activity that directly furthers exempt purposes of supported organizations, in
excess of income from activity 		2  
3 Administrative expenses paid to accomplish exempt purposes of supported organizations 3  
4 Amounts paid to acquire exempt-use assets 4  
5 Qualified set-aside amounts (prior IRS approval required - provide details in Part VI) 5  
6 Other distributions (describe in Part VI). See instructions 6  
7Total annual distributions. Add lines 1 through 6. 7  
8 Distributions to attentive supported organizations to which the organization is responsive (provide
details in Part VI). See instructions 		8  
9 Distributable amount for 2022 from Section C, line 6 9  
10 Line 8 amount divided by Line 9 amount 10  
Section E - Distribution Allocations (see instructions) (i)
Excess Distributions 		(ii)
Underdistributions
Pre-2022 		(iii)
Distributable
Amount for 2022
1 Distributable amount for 2022 from Section C, line 6  
2 Underdistributions, if any, for years prior to 2022 (reasonable cause required-- explain in Part VI).
See instructions.		  
3 Excess distributions carryover, if any, to 2022:
a From 2017.......  
b From 2018.......  
c From 2019.......  
d From 2020.......  
e From 2021.......  
fTotal of lines 3a through e  
g Applied to underdistributions of prior years  
h Applied to 2022 distributable amount  
i Carryover from 2017 not applied (see
instructions) 		 
j Remainder. Subtract lines 3g, 3h, and 3i from line 3f.  
4Distributions for 2022 from Section D, line 7:
$  
a Applied to underdistributions of prior years  
b Applied to 2022 distributable amount  
c Remainder. Subtract lines 4a and 4b from line 4.  
5 Remaining underdistributions for years prior to
2022, if any. Subtract lines 3g and 4a from line 2.
If the amount is greater than zero, explain in Part VI.
See instructions. 		 
6 Remaining underdistributions for 2022. Subtract
lines 3h and 4b from line 1. If the amount is greater
than zero, explain in Part VI. See instructions. 		 
7 Excess distributions carryover to 2023. Add lines
3j and 4c. 		 
8 Breakdown of line 7:
a Excess from 2018.....  
b Excess from 2019.....  
c Excess from 2020.....  
d Excess from 2021.....  
e Excess from 2022.....  
Schedule A (Form 990) (2022)

Schedule A (Form 990) 2022
Page 8
Part VI
Supplemental Information. Provide the explanations required by Part II, line 10; Part II, line 17a or 17b; Part III, line 12; Part IV, Section A, lines 1, 2, 3b, 3c, 4b, 4c, 5a, 6, 9a, 9b, 9c, 11a, 11b, and 11c; Part IV, Section B, lines 1 and 2; Part IV, Section C, line 1; Part IV, Section D, lines 2 and 3; Part IV, Section E, lines 1c, 2a, 2b, 3a and 3b; Part V, line 1; Part V, Section B, line 1e; Part V Section D, lines 5, 6, and 8; and Part V, Section E, lines 2, 5, and 6. Also complete this part for any additional information. (See instructions).
Facts And Circumstances Test
 
Return Reference Explanation
Schedule A (Form 990) 2022


Additional Data


Software ID:  
Software Version:  
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
2022
Name of the organization
ST MARY DEVELOPMENT CORPORATION
 
Employer identification number

31-1275208
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) (2022)
Schedule B (Form 990) (2022) Page 2
Name of organization
ST MARY DEVELOPMENT CORPORATION
  		Employer identification number
31-1275208
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
RESTRICTED
 
 
 
 
  ,    

$ RESTRICTED


(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.)
(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) (2022)
Schedule B (Form 990) (2022)
Page 3
Name of organization
ST MARY DEVELOPMENT CORPORATION
  		Employer identification number

31-1275208
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
 
$    
(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
 
$    
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
 
$    
Schedule B (Form 990) (2022)
Schedule B (Form 990) (2022)
Page 4
Name of organization
ST MARY DEVELOPMENT CORPORATION
  		Employer identification number

31-1275208
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) (2022)
Additional Data


Software ID:  
Software Version:  
SCHEDULE D
(Form 990)
Department of the Treasury
Internal Revenue Service
Supplemental Financial Statements
SchDMd Bullet Complete if the organization answered "Yes," on Form 990,
Part IV, line 6, 7, 8, 9, 10, 11a, 11b, 11c, 11d, 11e, 11f, 12a, or 12b.
SchDMd Bullet Attach to Form 990.
SchDMd Bullet Go to www.irs.gov/Form990 for instructions and the latest information.
OMB No. 1545-0047
2021
Open to Public Inspection
Name of the organization
ST MARY DEVELOPMENT CORPORATION
 
Employer identification number

31-1275208
Part I
Organizations Maintaining Donor Advised Funds or Other Similar Funds or Accounts. Complete if the organization answered "Yes" on Form 990, Part IV, line 6.
(a) Donor advised funds (b) Funds and other accounts
1 Total number at end of year .........    
2 Aggregate value of contributions to (during year)    
3 Aggregate value of grants from (during year)    
4 Aggregate value at end of year ........    
5
Did the organization inform all donors and donor advisors in writing that the assets held in donor advised funds are the organization’s property, subject to the organization’s exclusive legal control? ............
6
Did the organization inform all grantees, donors, and donor advisors in writing that grant funds can be used only for charitable purposes and not for the benefit of the donor or donor advisor, or for any other purpose conferring impermissible private benefit? ...................................
Part II
Conservation Easements.
Complete if the organization answered "Yes" on Form 990, Part IV, line 7.
1
Purpose(s) of conservation easements held by the organization (check all that apply).
2
Complete lines 2a through 2d if the organization held a qualified conservation contribution in the form of a conservation easement on the last day of the tax year.
Held at the End of the Year
a Total number of conservation easements ...................... 2a  
b Total acreage restricted by conservation easements .................... 2b  
c Number of conservation easements on a certified historic structure included in (a) ..... 2c  
d Number of conservation easements included in (c) acquired after 7/25/06, and not on a historic structure listed in the National Register ... 2d  
3
Number of conservation easements modified, transferred, released, extinguished, or terminated by the organization during the
tax year SchDMd Bullet  
4
Number of states where property subject to conservation easement is located SchDMd Bullet  
5
Does the organization have a written policy regarding the periodic monitoring, inspection, handling of violations, and enforcement of the conservation easements it holds? ............
6
Staff and volunteer hours devoted to monitoring, inspecting, handling of violations, and enforcing conservation easements during the year
SchDMd Bullet  
7
Amount of expenses incurred in monitoring, inspecting, handling of violations, and enforcing conservation easements during the year
SchDMd Bullet $  
8
Does each conservation easement reported on line 2(d) above satisfy the requirements of section 170(h)(4)(B)(i) and section 170(h)(4)(B)(ii)? .............................
9
In Part XIII, describe how the organization reports conservation easements in its revenue and expense statement, and
balance sheet, and include, if applicable, the text of the footnote to the organization’s financial statements that describes
the organization’s accounting for conservation easements.
Part III
Organizations Maintaining Collections of Art, Historical Treasures, or Other Similar Assets.
Complete if the organization answered "Yes" on Form 990, Part IV, line 8.
1a
If the organization elected, as permitted under FASB ASC 958, not to report in its revenue statement and balance sheet works of art, historical treasures, or other similar assets held for public exhibition, education, or research in furtherance of public service, provide, in Part XIII, the text of the footnote to its financial statements that describes these items.
b
If the organization elected, as permitted under FASB ASC 958, to report in its revenue statement and balance sheet works of art, historical treasures, or other similar assets held for public exhibition, education, or research in furtherance of public service, provide the following amounts relating to these items:
(i)
Revenue included on Form 990, Part VIII, line 1 .........................SchDMd Bullet $  
(ii)
Assets included in Form 990, Part X ...............................SchDMd Bullet $  
2
If the organization received or held works of art, historical treasures, or other similar assets for financial gain, provide the
following amounts required to be reported under FASB ASC 958 relating to these items:
a
Revenue included on Form 990, Part VIII, line 1 ..........................SchDMd Bullet $  
b
Assets included in Form 990, Part X ...............................SchDMd Bullet $  
For Paperwork Reduction Act Notice, see the Instructions for Form 990.
Cat. No. 52283D
Schedule D (Form 990) 2021

Schedule D (Form 990) 2021
Page 2
Part III
Organizations Maintaining Collections of Art, Historical Treasures, or Other Similar Assets (continued)
3
Using the organization’s acquisition, accession, and other records, check any of the following that are a significant use of its collection items (check all that apply):
a
d
b
e
 
c
4
Provide a description of the organization’s collections and explain how they further the organization’s exempt purpose in
Part XIII.
5
During the year, did the organization solicit or receive donations of art, historical treasures or other similar
assets to be sold to raise funds rather than to be maintained as part of the organization’s collection?...
Part IV
Escrow and Custodial Arrangements. Complete if the organization answered "Yes" on Form 990, Part IV, line 9, or reported an amount on Form 990, Part X, line 21.
1a
Is the organization an agent, trustee, custodian or other intermediary for contributions or other assets not
included on Form 990, Part X? ....................................
b If "Yes," explain the arrangement in Part XIII and complete the following table: Amount
c Beginning balance ............................. 1c  
d Additions during the year ............................ 1d  
e Distributions during the year .......................... 1e  
f Ending balance ................................ 1f  
2a
Did the organization include an amount on Form 990, Part X, line 21, for escrow or custodial account liability? ...
b
If "Yes," explain the arrangement in Part XIII. Check here if the explanation has been provided in Part XIII ....
Part V
Endowment Funds.
Complete if the organization answered "Yes" on Form 990, Part IV, line 10.
(a) Current year (b) Prior year (c) Two years back (d) Three years back (e) Four years back
1a Beginning of year balance ....          
b Contributions ...          
c Net investment earnings, gains, and losses          
d Grants or scholarships ...          
e Other expenditures for facilities
and programs ... 		         
f Administrative expenses ....          
g End of year balance ......          
2
Provide the estimated percentage of the current year end balance (line 1g, column (a)) held as:
a
Board designated or quasi-endowment SchDMd Bullet  
b
Permanent endowment SchDMd Bullet  
c
Term endowment SchDMd Bullet  
The percentages on lines 2a, 2b, and 2c should equal 100%.
3a
Are there endowment funds not in the possession of the organization that are held and administered for the
organization by:

Yes
No
(i) Unrelated organizations .................
3a(i)
 
 
(ii) Related organizations .................
3a(ii)
 
 
b
If "Yes" on 3a(ii), are the related organizations listed as required on Schedule R? .........
3b
 
 
4
Describe in Part XIII the intended uses of the organization's endowment funds.
Part VI
Land, Buildings, and Equipment.
Complete if the organization answered "Yes" on Form 990, Part IV, line 11a. See Form 990, Part X, line 10.
Description of property (a) Cost or other basis
(investment) 		(b) Cost or other basis (other) (c) Accumulated depreciation (d) Book value
1a Land .....   164,212 164,212
b Buildings ....   5,479,411 2,123,864 3,355,547
c Leasehold improvements   613,886 473,679 140,207
d Equipment ....   184,126 164,947 19,179
e Other .....   31,289 15,645 15,644
Total. Add lines 1a through 1e. (Column (d) must equal Form 990, Part X, column (B), line 10(c).)..SchDMdBullet 3,694,789
Schedule D (Form 990) 2021

Schedule D (Form 990) 2021
Page 3
Part VII
Investments - Other Securities.
Complete if the organization answered "Yes" on Form 990, Part IV, line 11b. See Form 990, Part X, line 12.
(a) Description of security or category
(including name of security)		 (b) Book value (c) Method of valuation:
Cost or end-of-year market value
(1) Financial derivatives.........    
(2) Closely-held equity interests........ 2,836,906 C
(3) Other
(A) INVESTMENTS - OTHER		 523,001 F
(B)
(C)
(D)
(E)
(F)
(G)
(H)
Total. (Column (b) must equal Form 990, Part X, col. (B) line 12.)Small Bullet 3,359,907
Part VIII
Investments - Program Related. Complete if the organization answered 'Yes' on Form 990, Part IV, line 11c. See Form 990, Part X, line 13.
(a) Description of investment (b) Book value (c) Method of valuation:
Cost or end-of-year market value
(1)
(2)
(3)
(4)
(5)
(6)
(7)
(8)
(9)
Total. (Column (b) must equal Form 990, Part X, col.(B) line 13.)Small Bullet  
Part IX
Other Assets.
Complete if the organization answered 'Yes' on Form 990, Part IV, line 11d. See Form 990, Part X, line 15.
(a) Description (b) Book value
(1)REHABILITATIONS IN PROCESS 1,135,927
(2)INTEREST RECEIVABLE 2,043,698
(2)
(3)
(4)
(5)
(6)
(7)
(8)
(9)
Total. (Column (b) must equal Form 990, Part X, col.(B) line 15.)...........Small Bullet 3,179,625
Part X
Other Liabilities.
Complete if the organization answered 'Yes' on Form 990, Part IV, line 11e or 11f. See Form 990, Part X, line 25.
1.(a) Description of liability (b) Book value
(1) Federal income taxes  
(5)
(6)
(7)
(8)
(9)
Total. (Column (b) must equal Form 990, Part X, col.(B) line 25.)Small Bullet 3,631,426
2. Liability for uncertain tax positions. In Part XIII, provide the text of the footnote to the organization's financial statements that reports the organization's liability for uncertain tax positions under FIN 48 (ASC 740). Check here if the text of the footnote has been provided in Part XIII
Schedule D (Form 990) 2021

Schedule D (Form 990) 2021
Page 4
Part XI Reconciliation of Revenue per Audited Financial Statements With Revenue per Return. Complete if the organization answered 'Yes' on Form 990, Part IV, line 12a.
1 Total revenue, gains, and other support per audited financial statements ....... 1 3,903,034
2 Amounts included on line 1 but not on Form 990, Part VIII, line 12:
a Net unrealized gains (losses) on investments .... 2a 273
b Donated services and use of facilities ......... 2b  
c Recoveries of prior year grants ........... 2c  
d Other (Describe in Part XIII.) ............ 2d -26,078
e Add lines 2a through 2d ..................... 2e -25,805
3 Subtract line 2e from line 1.................. 3 3,928,839
4 Amounts included on Form 990, Part VIII, line 12, but not on line 1:
a Investment expenses not included on Form 990, Part VIII, line 7b . 4a  
b Other (Describe in Part XIII.) ........... 4b  
c Add lines 4a and 4b.................... 4c 0
5 Total revenue. Add lines 3 and 4c. (This must equal Form 990, Part I, line 12.) ...... 5 3,928,839
Part XII Reconciliation of Expenses per Audited Financial Statements With Expenses per Return. Complete if the organization answered 'Yes' on Form 990, Part IV, line 12a.
1 Total expenses and losses per audited financial statements ........... 1 3,801,014
2 Amounts included on line 1 but not on Form 990, Part IX, line 25:
a Donated services and use of facilities ......... 2a  
b Prior year adjustments ............ 2b  
c Other losses ................ 2c  
d Other (Describe in Part XIII.) ............ 2d 5,066
e Add lines 2a through 2d.................... 2e 5,066
3 Subtract line 2e from line 1................... 3 3,795,948
4 Amounts included on Form 990, Part IX, line 25, but not on line 1:
a Investment expenses not included on Form 990, Part VIII, line 7b .. 4a  
b Other (Describe in Part XIII.) ............ 4b 31,144
c Add lines 4a and 4b..................... 4c 31,144
5 Total expenses. Add lines 3 and 4c. (This must equal Form 990, Part I, line 18.) ...... 5 3,827,092
Part XIII
Supplemental Information
Provide the descriptions required for Part II, lines 3, 5, and 9; Part III, lines 1a and 4; Part lV, lines 1b and 2b; Part V, line 4; Part X, line 2; Part XI, lines 2d and 4b; and Part XII, lines 2d and 4b. Also complete this part to provide any additional information.
Return Reference Explanation
PART X, LINE 2: THE ORGANIZATION DETERMINES THE RECOGNITION OF UNCERTAIN TAX POSITIONS, IF APPLICABLE, THAT MAY SUBJECT THE ORGANIZATION TO INCOME TAXES BY APPLYING A MORE-LIKELY-THAN-NOT RECOGNITION THRESHOLD AND DETERMINES THE MEASUREMENT OF UNCERTAIN TAX POSITIONS CONSIDERING THE AMOUNTS AND PROBABILITIES OF THE OUTCOMES THAT COULD BE REALIZED UPON ULTIMATE SETTLEMENT WITH TAX AUTHORITIES. THE ORGANIZATION HAS NO TAX POSITIONS WHICH MUST BE CONSIDERED FOR DISCLOSURE. THE ORGANIZATION BELIEVES IT IS NO LONGER SUBJECT TO INCOME TAX EXAMINATIONS FOR THE YEARS PRIOR TO 2019.
PART XI, LINE 2D - OTHER ADJUSTMENTS: PPP LOAN REPAYMENT -31,144. RENTAL EXPENSES RECLASSIFIED ON FORM 990 5,066.
PART XI, LINE 4B - OTHER ADJUSTMENTS: PPP LOAN DEBT FORGIVENESS
PART XII, LINE 2D - OTHER ADJUSTMENTS: RENT EXPENSES RECLASSIFIED ON FORM 990 5,066.
PART XII, LINE 4B - OTHER ADJUSTMENTS: PPP LOAN REPAYMENT 31,144.
Schedule D (Form 990) 2021


Additional Data


Software ID:  
Software Version:  




Schedule J
(Form 990)
Department of the Treasury
Internal Revenue Service
Compensation Information
For certain Officers, Directors, Trustees, Key Employees, and Highest
Compensated Employees
SchJMediumBullet Complete if the organization answered "Yes" on Form 990, Part IV, line 23.
SchJMediumBullet Attach to Form 990.
SchJMediumBullet Go to www.irs.gov/Form990 for instructions and the latest information.
OMB No. 1545-0047
2022
Open to Public Inspection
Name of the organization
ST MARY DEVELOPMENT CORPORATION
 
Employer identification number

31-1275208
Part I
Questions Regarding Compensation
Yes
No
1a
Check the appropiate box(es) if the organization provided any of the following to or for a person listed on Form
990, Part VII, Section A, line 1a. Complete Part III to provide any relevant information regarding these items.
b
If any of the boxes on Line 1a are checked, did the organization follow a written policy regarding payment or reimbursement or provision of all of the expenses described above? If "No," complete Part III to explain .....
1b
 
 
2
Did the organization require substantiation prior to reimbursing or allowing expenses incurred by all
directors, trustees, officers, including the CEO/Executive Director, regarding the items checked on Line 1a? ....
2
 
 
3
Indicate which, if any, of the following the filing organization used to establish the compensation of the
organization's CEO/Executive Director. Check all that apply. Do not check any boxes for methods
used by a related organization to establish compensation of the CEO/Executive Director, but explain in Part III.
4
During the year, did any person listed on Form 990, Part VII, Section A, line 1a, with respect to the filing organization or a related organization:
a
Receive a severance payment or change-of-control payment? .............
4a
 
No
b
Participate in, or receive payment from, a supplemental nonqualified retirement plan? .........
4b
 
No
c
Participate in, or receive payment from, an equity-based compensation arrangement? .........
4c
 
No
If "Yes" to any of lines 4a-c, list the persons and provide the applicable amounts for each item in Part III.
Only 501(c)(3), 501(c)(4), and 501(c)(29) organizations must complete lines 5-9.
5
For persons listed on Form 990, Part VII, Section A, line 1a, did the organization pay or accrue any
compensation contingent on the revenues of:
a
The organization? ....................
5a
 
No
b
Any related organization? .......................
5b
 
No
If "Yes," on line 5a or 5b, describe in Part III.
6
For persons listed on Form 990, Part VII, Section A, line 1a, did the organization pay or accrue any
compensation contingent on the net earnings of:
a
The organization? ..................
6a
 
No
b
Any related organization? ......................
6b
 
No
If "Yes," on line 6a or 6b, describe in Part III.
7
For persons listed on Form 990, Part VII, Section A, line 1a, did the organization provide any nonfixed
payments not described in lines 5 and 6? If "Yes," describe in Part III ............
7
 
No
8
Were any amounts reported on Form 990, Part VII, paid or accured pursuant to a contract that was
subject to the initial contract exception described in Regulations section 53.4958-4(a)(3)? If "Yes," describe
in Part III ..........................
8
 
No
9
If "Yes" on line 8, did the organization also follow the rebuttable presumption procedure described in Regulations section 53.4958-6(c)? .........................
9
 
 
For Paperwork Reduction Act Notice, see the Instructions for Form 990.
Cat. No. 50053T
Schedule J (Form 990) 2022

Schedule J (Form 990) 2022
Page 2
Part II
Officers, Directors, Trustees, Key Employees, and Highest Compensated Employees. Use duplicate copies if additional space is needed.
For each individual whose compensation must be reported on Schedule J, report compensation from the organization on row (i) and from related organizations, described in the
instructions, on row (ii). Do not list any individuals that are not listed on Form 990, Part VII.
Note. The sum of columns (B)(i)-(iii) for each listed individual must equal the total amount of Form 990, Part VII, Section A, line 1a, applicable column (D) and (E) amounts for that individual.
(A) Name and Title (B) Breakdown of W-2, 1099-MISC compensation, and/or 1099-NEC (C) Retirement and other deferred compensation (D) Nontaxable
benefits		 (E) Total of columns
(B)(i)-(D) 		(F) Compensation in column (B) reported as deferred on prior Form 990
(i) Base
compensation 		(ii) Bonus & incentive
compensation 		(iii) Other reportable compensation
1TIMOTHY BETE
PRESIDENT/TREASURER 		(i)

(ii)		 178,387
-------------
0 		0
-------------
0 		0
-------------
0 		0
-------------
0 		29,957
-------------
0 		208,344
-------------
0 		0
-------------
0
2WESLEY YOUNG
VICE PRESIDENT/SECRETARY 		(i)

(ii)		 159,382
-------------
0 		0
-------------
0 		0
-------------
0 		0
-------------
0 		21,767
-------------
0 		181,149
-------------
0 		0
-------------
0
3BARBARA PROSSER
CHIEF FINANCIAL OFFICER 		(i)

(ii)		 134,152
-------------
0 		0
-------------
0 		0
-------------
0 		0
-------------
0 		29,285
-------------
0 		163,437
-------------
0 		0
-------------
0
Schedule J (Form 990) 2022

Schedule J (Form 990) 2022
Page 3
Part III
Supplemental Information
Provide the information, explanation, or descriptions required for Part I, lines 1a, 1b, 3, 4a, 4b, 4c, 5a, 5b, 6a, 6b, 7, and 8, and for Part II. Also complete this part for any additional information.
Return Reference Explanation
Schedule J (Form 990) 2022

Additional Data


Software ID:  
Software Version:  
SCHEDULE O
(Form 990)

Department of the Treasury
Internal Revenue Service
Supplemental Information to Form 990 or 990-EZ

Complete to provide information for responses to specific questions on
Form 990 or 990-EZ or to provide any additional information.
MediumBullet Attach to Form 990 or 990-EZ.
MediumBullet Go to www.irs.gov/Form990 for the latest information.
OMB No. 1545-0047
2021
Open to Public
Inspection
Name of the organization
ST MARY DEVELOPMENT CORPORATION
 
Employer identification number

31-1275208
Return Reference Explanation
FORM 990, PART VI, SECTION B, LINE 11B A COPY OF THE TAX RETURN WILL BE PROVIDED TO BOARD MEMBERS PRIOR TO ITS FILING WITH THE INTERNAL REVENUE SERVICE. IT WILL BE REVIEWED BY THE PRESIDENT PRIOR TO FILING.
FORM 990, PART VI, SECTION B, LINE 12C ON AN ANNUAL BASIS, TRUSTEES, DIRECTORS, OFFICERS AND KEY EMPLOYEES MUST REVIEW THE CONFLICT OF INTEREST POLICY AND PROVIDE THEIR SIGNATURES INDICATING THAT THEY HAVE REVIEWED IT. THEY MUST ALSO DISCLOSE ANY CONFLICTS AT THAT TIME.
FORM 990, PART VI, SECTION B, LINE 15 THE PRESIDENT'S COMPENSATION WAS DETERMINED BY THE BOARD OF DIRECTORS BY REVIEWING COMPARABLE SALARIES IN THE INDUSTRY. THE OFFICERS AND KEY EMPLOYEES' RAISES/COMPENSATION ARE DETERMINED BY THE PRESIDENT AND MANAGERS IN ACCORDANCE WITH THE APPROVED BUDGET.
FORM 990, PART VI, SECTION C, LINE 19 THE ORGANIZATION MAKES ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS AVAILABLE UPON REQUEST.
FORM 990, PAGE 12, PART X11, LINE 2C THERE HAVE BEEN NO CHANGES DURING THE YEAR IN THE PROCESS FOR OVERSIGHT OF THE AUDIT OF THE FINANCIAL STATEMENTS.
For Paperwork Reduction Act Notice, see the Instructions for Form 990 or 990-EZ.
Cat. No. 51056K
Schedule O (Form 990) 2021


Additional Data


Software ID:  
Software Version:  
SCHEDULE R
(Form 990)
Department of the Treasury
Internal Revenue Service
Related Organizations and Unrelated Partnerships
MediumBulletComplete if the organization answered "Yes" on Form 990, Part IV, line 33, 34, 35b, 36, or 37.
MediumBulletAttach to Form 990.
MediumBullet Go to www.irs.gov/Form990 for instructions and the latest information.

OMB No. 1545-0047
2021
Open to Public Inspection
Name of the organization
ST MARY DEVELOPMENT CORPORATION
 
Employer identification number

31-1275208
Part I
Identification of Disregarded Entities. Complete if the organization answered "Yes" on Form 990, Part IV, line 33.
(a)
Name, address, and EIN (if applicable) of disregarded entity


(b)
Primary activity


 		(c)
Legal domicile (state
or foreign country)

 		(d)
Total income


 		(e)
End-of-year assets


 		(f)
Direct controlling
entity
(1) HC RE GROUP LLC
2160 E FIFTH STREET
DAYTON,OH45403
31-1636017 		MANAGEMENT OF RESIDENTIAL LOW-INCOME AND SENIOR HOUSING OH -198,788 2,910,657 ST MARY DEVELOPMENT CORPORATION
 
(2) CARMEL HEIGHTS HOMES LLC--USES ST MARY DEV CORP EIN
2160 E FIFTH STREET
DAYTON,OH45403
31-1275208 		MANAGEMENT OF LOW-INCOME HOUSING OH     ST MARY DEVELOPMENT CORPORATION
 
(3) MG APARTMENTS LLC
2160 E FIFTH STREET
DAYTON,OH45403
45-2507858 		MANAGEMENT OF LOW-INCOME HOUSING OH -49,889 955,632 ST MARY DEVELOPMENT CORPORATION
 
(4) ST MARY DEVELOPMENT TN NONPROFIT LLC
2160 E FIFTH STREET
DAYTON,OH45403
47-2836342 		MANAGEMENT OF LOW-INCOME HOUSING TN     ST MARY DEVELOPMENT CORPORATION
 




Part II
Identification of Related Tax-Exempt Organizations. Complete if the organization answered "Yes" on Form 990, Part IV, line 34 because it had one or more related tax-exempt organizations during the tax year.
(a)
Name, address, and EIN of related organization


(b)
Primary activity


 		(c)
Legal domicile (state
or foreign country)

 		(d)
Exempt Code section


 		(e)
Public charity status
(if section 501(c)(3))

 		(f)
Direct controlling
entity

 		(g)
Section 512(b)(13) controlled entity?
Yes No
(1)LYONS PLACE
2160 E FIFTH STREET

DAYTON,OH45403
20-4300133 		PROVIDE ELDERLY AND HANDICAPPED PERSONS WITH HOUSING FACILITIES AND SERVICES OH 501(C)(3) 509(A)(2) ST MARY DEVELOPMENT CORPORATION
 
 
No
(2)LYONS PLACE II
2160 E FIFTH STREET

DAYTON,OH45403
26-2670826 		PROVIDE ELDERLY AND HANDICAPPED PERSONS WITH HOUSING FACILITIES AND SERVICES OH 501(C)(3) 509(A)(2) ST MARY DEVELOPMENT CORPORATION
 
 
No
(3)ST MARY CONDOMINIUM OWNERS ASSOCIATION
2160 E FIFTH STREET

DAYTON,OH45403
20-8175771 		CODOMINIUM ASSOCIATION FOR SENIORS OH 528 N/A HC RE GROUP LLC
 
 
No








For Paperwork Reduction Act Notice, see the Instructions for Form 990.
Cat. No. 50135Y
Schedule R (Form 990) 2021
Schedule R (Form 990) 2021
Page 2
Part III
Identification of Related Organizations Taxable as a Partnership. Complete if the organization answered "Yes" on Form 990, Part IV, line 34, because it had one or more related organizations treated as a partnership during the tax year.
(a)
Name, address, and EIN of
related organization



 		(b)
Primary activity




 		(c)
Legal
domicile
(state or foreign
country)


 		(d)
Direct controlling
entity



 		(e)
Predominant income(related, unrelated, excluded from tax under sections 512-514)

(f)
Share of total income




 		(g)
Share of end-of-year
assets



 		(h)
Disproprtionate allocations?




 		(i)
Code V-UBI
amount in box 20 of
Schedule K-1
(Form 1065)
 		(j)
General or
managing
partner?



 		(k)
Percentage
ownership
Yes No Yes No
(1) LOFTS AT HOOVER LLC

2160 E FIFTH STREET
DAYTON,OH45406
20-3537602 		MANAGEMENT OF RESIDENTIAL LOW-INCOME AND SENIOR HOUSING OH ST MARY DEVELOPMENT CORPORATION
  		RELATED   1,117,719   No     No 99.900 %
(2) SUNLIGHT HOMES LLC

9100 CENTRE POINTE DRIVE STE 210
WEST CHESTER,OH45069
20-1498478 		MANAGEMENT OF RESIDENTIAL LOW-INCOME AND SENIOR HOUSING OH ST MARY DEVELOPMENT CORPORATION
  		RELATED -324,774 2,146,217   No     No 99.900 %
(3) WASHINGTON SQUARE HOMES LLC

2160 E FIFTH STREET
DAYTON,OH45406
20-3167869 		MANAGEMENT OF RESIDENTIAL LOW-INCOME AND SENIOR HOUSING OH ST MARY DEVELOPMENT CORPORATION
  		RELATED 54,133 1,462,261   No     No 99.900 %
(4) INDIAN TRACE LIMITED PARTNERSHIP

7777 WASHINGTON VILLAGE DR STE 120
DAYTON,OH45459
31-1475001 		MANAGEMENT OF RESIDENTIAL LOW-INCOME AND SENIOR HOUSING OH ST MARY DEVELOPMENT CORPORATION
  		RELATED 37,560 2,315   No   Yes   0.510 %
(5) JEFFERSON RESIDENCE LIMITED PARTNERSHIP

2160 E FIFTH STREET
DAYTON,OH45406
30-0158511 		MANAGEMENT OF RESIDENTIAL LOW-INCOME AND SENIOR HOUSING OH ST MARY DEVELOPMENT CORPORATION
  		RELATED -225,027 1,053,412   No     No 99.900 %
(6) LYONS PLACE LIMITED PARTNERSHIP

2160 E FIFTH STREET
DAYTON,OH45403
20-4648121 		MANAGEMENT OF RESIDENTIAL LOW-INCOME AND SENIOR HOUSING OH ST MARY DEVELOPMENT CORPORATION
  		RELATED       No     No  
(7) LYONS PLACE II LIMITED PARTNERSHIP

2160 E FIFTH STREET
DAYTON,OH45403
26-2670919 		MANAGEMENT OF RESIDENTIAL LOW-INCOME AND SENIOR HOUSING OH ST MARY DEVELOPMENT CORPORATION
  		RELATED       No     No  
(8) STONEY RIDGE ESTATES

2160 E FIFTH STREET
DAYTON,OH45403
20-5772035 		MANAGEMENT OF RESIDENTIAL LOW-INCOME AND SENIOR HOUSING OH ST MARY DEVELOPMENT CORPORATION
  		RELATED   744,092   No     No 99.900 %
(9) TWIN TOWERS CROSSING LTD

2160 E FIFTH STREET
DAYTON,OH45403
26-2258220 		MANAGEMENT OF RESIDENTIAL LOW-INCOME AND SENIOR HOUSING OH ST MARY DEVELOPMENT CORPORATION
  		RELATED       No     No  
(10) TWIN TOWERS PLACE II LLC

2160 E FIFTH STREET
DAYTON,OH45403
26-0776938 		MANAGEMENT OF RESIDENTIAL LOW-INCOME AND SENIOR HOUSING OH ST MARY DEVELOPMENT CORPORATION
  		RELATED       No     No  
(11) EATON SENIOR VILLAGE LLC

9100 CENTRE POINTE DRIVE STE 210
WEST CHESTER,OH45069
26-3012758 		MANAGEMENT OF RESIDENTIAL LOW-INCOME AND SENIOR HOUSING OH ST MARY DEVELOPMENT CORPORATION
  		RELATED       No     No  
(12) NEW STRATFORD LTD

2160 E FIFTH STREET
DAYTON,OH45403
20-0285797 		MANAGEMENT OF RESIDENTIAL LOW-INCOME AND SENIOR HOUSING OH ST MARY DEVELOPMENT CORPORATION
  		RELATED       No     No  
(13) TWIN TOWERS CROSSING II LLC

2160 E FIFTH STREET
DAYTON,OH45403
45-5296385 		MANAGEMENT OF RESIDENTIAL LOW-INCOME AND SENIOR HOUSING OH ST MARY DEVELOPMENT CORPORATION
  		RELATED       No     No  
(14) WASHINGTON STREET SENIOR RESIDENCES LLC

2160 E FIFTH STREET
DAYTON,OH45403
90-0807689 		MANAGEMENT OF RESIDENTIAL LOW-INCOME AND SENIOR HOUSING IN ST MARY DEVELOPMENT CORPORATION
  		RELATED       No     No  
(15) CARRIAGE TRAILS SENIOR VILLAGE LLC

2160 E FIFTH STREET
DAYTON,OH45403
27-3359481 		MANAGEMENT OF RESIDENTIAL LOW-INCOME AND SENIOR HOUSING OH ST MARY DEVELOPMENT CORPORATION
  		RELATED       No     No  
(16) DEER RUN APARTMENTS II LLC

2160 E FIFTH STREET
DAYTON,OH45403
27-2203554 		MANAGEMENT OF RESIDENTIAL LOW-INCOME AND SENIOR HOUSING IN ST MARY DEVELOPMENT CORPORATION
  		RELATED       No     No  
(17) HAMBURG SENIOR RESIDENCE LLC

2160 E FIFTH STREET
DAYTON,OH45403
27-3359232 		MANAGEMENT OF RESIDENTIAL LOW-INCOME AND SENIOR HOUSING KY ST MARY DEVELOPMENT CORPORATION
  		RELATED       No     No  
(18) PHEASANT RUN LP

2160 E FIFTH STREET
DAYTON,OH45403
55-0801798 		MANAGEMENT OF RESIDENTIAL LOW-INCOME AND SENIOR HOUSING OH ST MARY DEVELOPMENT CORPORATION
  		RELATED       No     No  
(19) WASHINGTON SQUARE HOMES II LLC

2160 E FIFTH STREET
DAYTON,OH45403
27-0640466 		MANAGEMENT OF RESIDENTIAL LOW-INCOME AND SENIOR HOUSING OH ST MARY DEVELOPMENT CORPORATION
  		RELATED       No     No  
(20) ROOSEVELT HOMES LLC

2160 E FIFTH STREET
DAYTON,OH45403
45-1810723 		MANAGEMENT OF RESIDENTIAL LOW-INCOME AND SENIOR HOUSING OH ST MARY DEVELOPMENT CORPORATION
  		RELATED       No     No  
(21) RESERVE AT SPENCER LLC

2160 E FIFTH STREET
DAYTON,OH45403
46-4175731 		MANAGEMENT OF RESIDENTIAL LOW-INCOME AND SENIOR HOUSING OH ST MARY DEVELOPMENT CORPORATION
  		RELATED       No     No  
(22) MORTON SENIOR RESIDENCE LLC

9100 CENTRE POINTE DRIVE STE 210
WEST CHESTER,OH45069
30-0842526 		MANAGEMENT OF RESIDENTIAL LOW-INCOME AND SENIOR HOUSING OH ST MARY DEVELOPMENT CORPORATION
  		RELATED       No     No  
(23) ROOSEVELT HOMES II LLC

9100 CENTRE POINTE DRIVE STE 210
WEST CHESTER,OH45069
47-0991983 		MANAGEMENT OF RESIDENTIAL LOW-INCOME AND SENIOR HOUSING OH ST MARY DEVELOPMENT CORPORATION
  		RELATED       No     No  
(24) 4TH AVENUE LOFTS LLC

9100 CENTRE POINTE DRIVE STE 210
WEST CHESTER,OH45069
81-0709904 		MANAGEMENT OF RESIDENTIAL LOW-INCOME AND SENIOR HOUSING IA ST MARY DEVELOPMENT CORPORATION
  		RELATED       No     No  
(25) BURKETT PLACE LP

9100 CENTRE POINTE DRIVE STE 210
WEST CHESTER,OH45069
47-2393548 		MANAGEMENT OF RESIDENTIAL LOW-INCOME AND SENIOR HOUSING OH ST MARY DEVELOPMENT CORPORATION
  		RELATED       No     No  
(26) CARRIAGE TRAILS SENIOR VILLAGE II LLC

2160 E FIFTH STREET
DAYTON,OH45403
81-2969859 		MANAGEMENT OF RESIDENTIAL LOW-INCOME AND SENIOR HOUSING OH ST MARY DEVELOPMENT CORPORATION
  		RELATED       No     No  
(27) CENTERVILLE SENIOR LOFTS LLC

9100 CENTRE POINTE DRIVE STE 210
WEST CHESTER,OH45069
47-2421070 		MANAGEMENT OF RESIDENTIAL LOW-INCOME AND SENIOR HOUSING IA ST MARY DEVELOPMENT CORPORATION
  		RELATED       No     No  
(28) HARRISON LOFTS LLC

9100 CENTRE POINTE DRIVE STE 210
WEST CHESTER,OH45069
81-0698061 		MANAGEMENT OF RESIDENTIAL LOW-INCOME AND SENIOR HOUSING IA ST MARY DEVELOPMENT CORPORATION
  		RELATED       No     No  
(29) KEOKUK SENIOR LOFTS LLC

9100 CENTRE POINTE DRIVE STE 210
WEST CHESTER,OH45069
47-2432464 		MANAGEMENT OF RESIDENTIAL LOW-INCOME AND SENIOR HOUSING IA ST MARY DEVELOPMENT CORPORATION
  		RELATED       No     No  
(30) RESERVE AT EDISON HILL LLC

9100 CENTRE POINTE DRIVE STE 210
WEST CHESTER,OH45069
47-3712149 		MANAGEMENT OF RESIDENTIAL LOW-INCOME AND SENIOR HOUSING WV ST MARY DEVELOPMENT CORPORATION
  		RELATED       No     No  
(31) RESIDENCES AT EAGLES POINT LLC

9100 CENTRE POINTE DRIVE STE 210
WEST CHESTER,OH45069
47-1027839 		MANAGEMENT OF RESIDENTIAL LOW-INCOME AND SENIOR HOUSING OH ST MARY DEVELOPMENT CORPORATION
  		RELATED       No     No  
(32) RIVERSIDE SENIOR LOFTS LLC

9100 CENTRE POINTE DRIVE STE 210
WEST CHESTER,OH45069
81-3320504 		MANAGEMENT OF RESIDENTIAL LOW-INCOME AND SENIOR HOUSING OH ST MARY DEVELOPMENT CORPORATION
  		RELATED       No     No  
(33) SOUTHRIDGE SENIOR LOFTS LLC

9100 CENTRE POINTE DRIVE STE 210
WEST CHESTER,OH45069
47-2380829 		MANAGEMENT OF RESIDENTIAL LOW-INCOME AND SENIOR HOUSING IA ST MARY DEVELOPMENT CORPORATION
  		RELATED       No     No  
(34) CYPRESS LOFTS LLC

9100 CENTRE POINTE DRIVE STE 210
WEST CHESTER,OH45069
81-4176117 		MANAGEMENT OF RESIDENTIAL LOW-INCOME AND SENIOR HOUSING IA ST MARY DEVELOPMENT CORPORATION
  		RELATED       No     No  
(35) MCBRIDE PLACE LLC

2160 E FIFTH STREET
DAYTON,OH45403
83-0790854 		MANAGEMENT OF RESIDENTIAL LOW-INCOME AND SENIOR HOUSING OH ST MARY DEVELOPMENT CORPORATION
  		RELATED       No     No  
(36) GALENA ESTATES LLC

2160 E FIFTH STREET
DAYTON,OH45403
46-5398397 		MANAGEMENT OF RESIDENTIAL LOW-INCOME AND SENIOR HOUSING OH ST MARY DEVELOPMENT CORPORATION
  		RELATED       No     No  
(37) RIVERWORKS LOFTS LLC

2160 E FIFTH STREET
DAYTON,OH45403
83-0753093 		MANAGEMENT OF RESIDENTIAL LOW-INCOME AND SENIOR HOUSING OH ST MARY DEVELOPMENT CORPORATION
  		RELATED       No     No  
(38) BILTMORE PRESERVATION LP

2160 E FIFTH STREET
DAYTON,OH45403
84-4107923 		MANAGEMENT OF RESIDENTIAL LOW-INCOME AND SENIOR HOUSING OH ST MARY DEVELOPMENT CORPORATION
  		RELATED       No     No  
(39) FORBES MANOR LLC

9100 CENTRE POINTE DRIVE STE 210
WEST CHESTER,OH45069
84-2829689 		MANAGEMENT OF RESIDENTIAL LOW-INCOME AND SENIOR HOUSING NC ST MARY DEVELOPMENT CORPORATION
  		RELATED       No     No  
(40) PORTSMOUTH SENIOR LOFTS LLC

2160 E FIFTH STREET
DAYTON,OH45403
85-1203242 		MANAGEMENT OF RESIDENTIAL LOW-INCOME AND SENIOR HOUSING OH ST MARY DEVELOPMENT CORPORATION
  		RELATED       No     No  
(41) SENIOR VILLAGE AT KETTERING TOWN CENTER LLC

2160 E FIFTH STREET
DAYTON,OH45403
87-0845895 		MANAGEMENT OF RESIDENTIAL LOW-INCOME AND SENIOR HOUSING OH ST MARY DEVELOPMENT CORPORATION
  		RELATED       No     No  
(42) SHAWNEE LOFTS LLC

2160 E FIFTH STREET
DAYTON,OH45403
85-1203219 		MANAGEMENT OF RESIDENTIAL LOW-INCOME AND SENIOR HOUSING OH ST MARY DEVELOPMENT CORPORATION
  		RELATED       No     No  
(43) WOOD STREET LOFTS LLC

2160 E FIFTH STREET
DAYTON,OH45403
84-1785490 		MANAGEMENT OF RESIDENTIAL LOW-INCOME AND SENIOR HOUSING OH ST MARY DEVELOPMENT CORPORATION
  		RELATED       No     No  
(44) WOOSTER LOFTS LLC

2160 E FIFTH STREET
DAYTON,OH45403
84-2343292 		MANAGEMENT OF RESIDENTIAL LOW-INCOME AND SENIOR HOUSING OH ST MARY DEVELOPMENT CORPORATION
  		RELATED       No     No  
Part IV
Identification of Related Organizations Taxable as a Corporation or Trust. Complete if the organization answered "Yes" on Form 990, Part IV, line 34 because it had one or more related organizations treated as a corporation or trust during the tax year.
(a)
Name, address, and EIN of
related organization
 		(b)
Primary activity
 		(c)
Legal
domicile
(state or foreign
country)
 		(d)
Direct controlling
entity
 		(e)
Type of entity
(C corp, S corp,
or trust) 		(f)
Share of total income
 		(g)
Share of end-of-year
assets
 		(h)
Percentage
ownership
 		(i)
Section 512(b)(13) controlled entity?
Yes No
(1) EATON SENIOR VILLAGE MANAGER INC

713 W GRAND AVE
DAYTON,OH45406
26-3164314 		MANAGEMENT OF RESIDENTIAL LOW-INCOME AND SENIOR HOUSING OH ST MARY DEVELOPMENT CORPORATION
  		C -65 -1,393 79.000 %   No
(2) JEFFERSON RESIDENCE GP INC

713 W GRAND AVE
DAYTON,OH45406
20-1099967 		MANAGEMENT OF RESIDENTIAL LOW-INCOME AND SENIOR HOUSING OH ST MARY DEVELOPMENT CORPORATION
  		C 92 -3,433 79.000 %   No
(3) LOFTS MANAGER INC

713 W GRAND AVE
DAYTON,OH45406
20-5358073 		MANAGEMENT OF RESIDENTIAL LOW-INCOME AND SENIOR HOUSING OH ST MARY DEVELOPMENT CORPORATION
  		C -220 -4,465 100.000 %   No
(4) MONROE CROSSINGS REAL ESTATE INC

713 W GRAND AVE
DAYTON,OH45406
20-1559134 		MANAGEMENT OF RESIDENTIAL LOW-INCOME AND SENIOR HOUSING OH ST MARY DEVELOPMENT CORPORATION
  		C     100.000 %   No
(5) PHEASANT RUN MANAGER INC

2160 E FIFTH STREET
DAYTON,OH45403
90-0433076 		MANAGEMENT OF RESIDENTIAL LOW-INCOME AND SENIOR HOUSING OH ST MARY DEVELOPMENT CORPORATION
  		C -24 -957 100.000 %   No
(6) SH MANAGER INC

713 W GRAND AVE
DAYTON,OH45406
20-2916372 		MANAGEMENT OF RESIDENTIAL LOW-INCOME AND SENIOR HOUSING OH ST MARY DEVELOPMENT CORPORATION
  		C -136 -1,521 79.000 %   No
(7) SMDC STRATFORD INC

713 W GRAND AVE
DAYTON,OH45406
20-0412938 		MANAGEMENT OF RESIDENTIAL LOW-INCOME AND SENIOR HOUSING OH ST MARY DEVELOPMENT CORPORATION
  		C -18 -930 79.000 %   No
(8) STONEY RIDGE MANAGER INC

2160 E FIFTH STREET
DAYTON,OH45403
20-5888526 		MANAGEMENT OF RESIDENTIAL LOW-INCOME AND SENIOR HOUSING OH ST MARY DEVELOPMENT CORPORATION
  		C -159 -2,525 100.000 %   No
(9) WASHINGTON SQUARE MANAGER INC

2160 E FIFTH STREET
DAYTON,OH45403
20-4717595 		MANAGEMENT OF RESIDENTIAL LOW-INCOME AND SENIOR HOUSING OH ST MARY DEVELOPMENT CORPORATION
  		C 54 -4,472 100.000 %   No
(10) CARRIAGE TRAILS MANAGER INC

2160 E FIFTH STREET
DAYTON,OH45403
27-3651897 		MANAGEMENT OF RESIDENTIAL LOW-INCOME AND SENIOR HOUSING OH ST MARY DEVELOPMENT CORPORATION
  		C -51 -1,288 100.000 %   No
(11) TTC MANAGER INC

2160 E FIFTH STREET
DAYTON,OH45403
26-3968663 		MANAGEMENT OF RESIDENTIAL LOW-INCOME AND SENIOR HOUSING OH ST MARY DEVELOPMENT CORPORATION
  		C -95 -281 79.000 %   No
(12) TWIN TOWERS MANAGER INC

2160 E FIFTH STREET
DAYTON,OH45403
26-2118162 		MANAGEMENT OF RESIDENTIAL LOW-INCOME AND SENIOR HOUSING OH ST MARY DEVELOPMENT CORPORATION
  		C -415 -5,571 100.000 %   No
(13) WSH II MANAGER INC

2160 E FIFTH STREET
DAYTON,OH45403
27-1211102 		MANAGEMENT OF RESIDENTIAL LOW-INCOME AND SENIOR HOUSING OH ST MARY DEVELOPMENT CORPORATION
  		C -96 -666 100.000 %   No
(14) DEER RUN MANAGER INC

2160 E FIFTH STREET
DAYTON,OH45403
27-3676515 		MANAGEMENT OF RESIDENTIAL LOW-INCOME AND SENIOR HOUSING OH ST MARY DEVELOPMENT CORPORATION
  		C -160 -1,703 100.000 %   No
(15) HAMBURG MANAGER INC

2160 E FIFTH STREET
DAYTON,OH45403
27-3676395 		MANAGEMENT OF RESIDENTIAL LOW-INCOME AND SENIOR HOUSING OH ST MARY DEVELOPMENT CORPORATION
  		C -106 -1,955 100.000 %   No
(16) ROOSEVELT HOMES MANAGER INC

2160 E FIFTH STREET
DAYTON,OH45403
45-1799480 		MANAGEMENT OF RESIDENTIAL LOW-INCOME AND SENIOR HOUSING OH ST MARY DEVELOPMENT CORPORATION
  		C -136 -1,618 100.000 %   No
(17) WASHINGTON STREET SENIOR MANAGER INC

2160 E FIFTH STREET
DAYTON,OH45403
45-4821573 		MANAGEMENT OF RESIDENTIAL LOW-INCOME AND SENIOR HOUSING IN ST MARY DEVELOPMENT CORPORATION
  		C -16 -163 100.000 %   No
(18) TWIN TOWERS CROSSING II MANAGER INC

2160 E FIFTH STREET
DAYTON,OH45403
45-5247730 		MANAGEMENT OF RESIDENTIAL LOW-INCOME AND SENIOR HOUSING OH ST MARY DEVELOPMENT CORPORATION
  		C -107 -1,201 100.000 %   No
(19) BURKETT PLACE MANAGER INC

2160 E FIFTH STREET
DAYTON,OH45403
47-1874787 		MANAGEMENT OF RESIDENTIAL LOW-INCOME AND SENIOR HOUSING OH ST MARY DEVELOPMENT CORPORATION
  		C -30 251 100.000 %   No
(20) GALENA ESTATES MANAGER INC

2160 E FIFTH STREET
DAYTON,OH45403
46-5398397 		MANAGEMENT OF RESIDENTIAL LOW-INCOME AND SENIOR HOUSING OH ST MARY DEVELOPMENT CORPORATION
  		C -9 450 100.000 %   No
(21) MORTON SENIOR RESIDENCE MANAGER INC

2160 E FIFTH STREET
DAYTON,OH45403
47-1425520 		MANAGEMENT OF RESIDENTIAL LOW-INCOME AND SENIOR HOUSING OH ST MARY DEVELOPMENT CORPORATION
  		C -3 -21 100.000 %   No
(22) RESERVE AT SPENCER MANAGER INC

2160 E FIFTH STREET
DAYTON,OH45403
46-4483309 		MANAGEMENT OF RESIDENTIAL LOW-INCOME AND SENIOR HOUSING OH ST MARY DEVELOPMENT CORPORATION
  		C -14 47,508 100.000 %   No
(23) ROOSEVELT HOMES II MANAGER INC

2160 E FIFTH STREET
DAYTON,OH45403
46-5724926 		MANAGEMENT OF RESIDENTIAL LOW-INCOME AND SENIOR HOUSING OH ST MARY DEVELOPMENT CORPORATION
  		C -123 -406 100.000 %   No
(24) 4TH AVENUE LOFTS MANAGER INC

2160 E FIFTH STREET
DAYTON,OH45403
81-0696443 		MANAGEMENT OF RESIDENTIAL LOW-INCOME AND SENIOR HOUSING OH ST MARY DEVELOPMENT CORPORATION
  		C -9 300,471 100.000 %   No
(25) CARRIAGE TRAILS SENIOR VILLAGE II GP INC

2160 E FIFTH STREET
DAYTON,OH45403
81-3015294 		MANAGEMENT OF RESIDENTIAL LOW-INCOME AND SENIOR HOUSING OH ST MARY DEVELOPMENT CORPORATION
  		C -165 -2,353 90.000 %   No
(26) CENTERVILLE SENIOR LOFTS MANAGER INC

2160 E FIFTH STREET
DAYTON,OH45403
47-2974552 		MANAGEMENT OF RESIDENTIAL LOW-INCOME AND SENIOR HOUSING OH ST MARY DEVELOPMENT CORPORATION
  		C -10 365,559 100.000 %   No
(27) HARRISON LOFTS MANAGER INC

2160 E FIFTH STREET
DAYTON,OH45403
81-0721297 		MANAGEMENT OF RESIDENTIAL LOW-INCOME AND SENIOR HOUSING OH ST MARY DEVELOPMENT CORPORATION
  		C -9 109,273 100.000 %   No
(28) KEOKUK SENIOR LOFTS MANAGER INC

2160 E FIFTH STREET
DAYTON,OH45403
47-2960454 		MANAGEMENT OF RESIDENTIAL LOW-INCOME AND SENIOR HOUSING OH ST MARY DEVELOPMENT CORPORATION
  		C -10 390,405 100.000 %   No
(29) RESERVE AT EDISON HILL MANAGER INC

2160 E FIFTH STREET
DAYTON,OH45403
81-3334502 		MANAGEMENT OF RESIDENTIAL LOW-INCOME AND SENIOR HOUSING OH ST MARY DEVELOPMENT CORPORATION
  		C -5 539 100.000 %   No
(30) RESIDENCES AT EAGLES POINT MANAGER INC

2160 E FIFTH STREET
DAYTON,OH45403
46-5735160 		MANAGEMENT OF RESIDENTIAL LOW-INCOME AND SENIOR HOUSING OH ST MARY DEVELOPMENT CORPORATION
  		C -186 -2,242 100.000 %   No
(31) RIVERSIDE LOFTS MANAGER INC

2160 E FIFTH STREET
DAYTON,OH45403
81-3929670 		MANAGEMENT OF RESIDENTIAL LOW-INCOME AND SENIOR HOUSING OH ST MARY DEVELOPMENT CORPORATION
  		C -75 -185 100.000 %   No
(32) SOUTHRIDGE SENIOR LOFTS MANAGER INC

2160 E FIFTH STREET
DAYTON,OH45403
47-2992433 		MANAGEMENT OF RESIDENTIAL LOW-INCOME AND SENIOR HOUSING OH ST MARY DEVELOPMENT CORPORATION
  		C -13 446,402 100.000 %   No
(33) CYPRESS LOFTS MANAGER INC

2160 E FIFTH STREET
DAYTON,OH45403
81-4146833 		MANAGEMENT OF RESIDENTIAL LOW-INCOME AND SENIOR HOUSING OH ST MARY DEVELOPMENT CORPORATION
  		C -7 470 100.000 %   No
(34) MCBRIDE PLACE MANAGER

2160 E FIFTH STREET
DAYTON,OH45403
83-0776340 		MANAGEMENT OF RESIDENTIAL LOW-INCOME AND SENIOR HOUSING OH ST MARY DEVELOPMENT CORPORATION
  		C -211 13,318 100.000 %   No
(35) RIVERWORKS LOFTS MANAGER

2160 E FIFTH STREET
DAYTON,OH45403
83-0738930 		MANAGEMENT OF RESIDENTIAL LOW-INCOME AND SENIOR HOUSING OH ST MARY DEVELOPMENT CORPORATION
  		C -311 -2,210 100.000 %   No
(36) FORBES MANOR MANAGER INC

2160 E FIFTH STREET
DAYTON,OH45403
84-2717426 		MANAGEMENT OF RESIDENTIAL LOW-INCOME AND SENIOR HOUSING OH ST MARY DEVELOPMENT CORPORATION
  		C -10 -149 100.000 %   No
(37) PORTSMOUTH SENIOR LOFTS MANAGERINC

2160 E FIFTH STREET
DAYTON,OH45403
85-1165827 		MANAGEMENT OF RESIDENTIAL LOW-INCOME AND SENIOR HOUSING OH ST MARY DEVELOPMENT CORPORATION
  		C -934 -934 100.000 %   No
(38) LINCOLN LOFTS MANAGER INC

2160 E FIFTH STREET
DAYTON,OH45403
84-1792886 		MANAGEMENT OF RESIDENTIAL LOW-INCOME AND SENIOR HOUSING OH ST MARY DEVELOPMENT CORPORATION
  		C -11 -65 100.000 %   No
(39) SHAWNEE LOFTS MANAGER INC

2160 E FIFTH STREET
DAYTON,OH45403
85-1185298 		MANAGEMENT OF RESIDENTIAL LOW-INCOME AND SENIOR HOUSING OH ST MARY DEVELOPMENT CORPORATION
  		C -916 -916 100.000 %   No
(40) WOOD STREET LOFTS MANAGER INC

2160 E FIFTH STREET
DAYTON,OH45403
84-1824911 		MANAGEMENT OF RESIDENTIAL LOW-INCOME AND SENIOR HOUSING OH ST MARY DEVELOPMENT CORPORATION
  		C -61 -93 100.000 %   No
(41) WOOSTER LOFTS MANAGER INC

2160 E FIFTH STREET
DAYTON,OH45403
84-1806827 		MANAGEMENT OF RESIDENTIAL LOW-INCOME AND SENIOR HOUSING OH ST MARY DEVELOPMENT CORPORATION
  		C -105 449,366 100.000 %   No
Schedule R (Form 990) 2021
Schedule R (Form 990) 2021
Page 3
Part V
Transactions With Related Organizations. Complete if the organization answered "Yes" on Form 990, Part IV, line 34, 35b, or 36.
Note. Complete line 1 if any entity is listed in Parts II, III, or IV of this schedule.
Yes
No
1 During the tax year, did the orgranization engage in any of the following transactions with one or more related organizations listed in Parts II-IV?
a Receipt of (i) interest, (ii) annuities, (iii) royalties, or (iv) rent from a controlled entity .....................
1a
 
No
b Gift, grant, or capital contribution to related organization(s) ............................
1b
 
No
c Gift, grant, or capital contribution from related organization(s) ............................
1c
 
No
d Loans or loan guarantees to or for related organization(s) ............................
1d
 
No
e Loans or loan guarantees by related organization(s) ............................
1e
 
No
f Dividends from related organization(s) ............................
1f
 
No
g Sale of assets to related organization(s) ............................
1g
 
No
h Purchase of assets from related organization(s) ............................
1h
 
No
i Exchange of assets with related organization(s) ............................
1i
 
No
j Lease of facilities, equipment, or other assets to related organization(s) .......................
1j
 
No
k Lease of facilities, equipment, or other assets from related organization(s) ......................
1k
 
No
l Performance of services or membership or fundraising solicitations for related organization(s) .....................
1l
 
No
m Performance of services or membership or fundraising solicitations by related organization(s) .................
1m
Yes
 
n Sharing of facilities, equipment, mailing lists, or other assets with related organization(s) ...................
1n
 
No
o Sharing of paid employees with related organization(s) ............................
1o
Yes
 
p Reimbursement paid to related organization(s) for expenses ............................
1p
 
No
q Reimbursement paid by related organization(s) for expenses ............................
1q
 
No
r Other transfer of cash or property to related organization(s) ............................
1r
 
No
s Other transfer of cash or property from related organization(s) ............................
1s
 
No
2
If the answer to any of the above is "Yes," see the instructions for information on who must complete this line, including covered relationships and transaction thresholds.
(a)
Name of related organization 		(b)
Transaction
type (a-s) 		(c)
Amount involved 		(d)
Method of determining amount involved





Schedule R (Form 990) 2021
Schedule R (Form 990) 2021
Page 4
Part VI
Unrelated Organizations Taxable as a Partnership. Complete if the organization answered "Yes" on Form 990, Part IV, line 37.
Provide the following information for each entity taxed as a partnership through which the organization conducted more than five percent of its activities (measured by total assets or gross revenue) that was not a related organization. See instructions regarding exclusion for certain investment partnerships.
(a)
Name, address, and EIN of entity 		(b)
Primary activity 		(c)
Legal domicile
(state or foreign
country) 		(d)
Predominant income (related, unrelated, excluded from tax under sections 512-514)

(e)
Are all partners
section
501(c)(3)
organizations? 		(f)
Share of total income




 		(g)
Share of
end-of-year
assets 		(h)
Disproprtionate allocations? 		(i)
Code V-UBI
amount in box 20
of Schedule K-1
(Form 1065) 		(j)
General or
managing
partner? 		(k)
Percentage
ownership
Yes No Yes No Yes No






























Schedule R (Form 990) 2021
Schedule R (Form 990) 2021
Page 5
Part VII
Supplemental Information
Provide additional information for responses to questions on Schedule R. See instructions.
Return Reference Explanation
Schedule R (Form 990) 2021

Additional Data


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