CROSS CHARITABLE FOUNDATION INC: Form 990PF, tax year 2023
View the entire original 990 at ProPublica ↗
- Organization
- CROSS CHARITABLE FOUNDATION INC (EIN 83-0331707)
- Tax period
- 2023-01-01 to 2023-12-31
- Filed
- 2024-11-14
- IRS object ID
- 202443199349102089
- Schema version
- 2023v5.1
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990-PF
- Accounting Fees Schedule
- Contractor Compensation Expln
- Investments Land Schedule2
- Legal Fees Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Other Increases Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2024-11-14T09:19:47-08:00 | ReturnTs |
| Tax Period End | 2023-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 820467399 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Rudd & Company PLLC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3805 Valley Commons Dr Ste 7 | AddressLine1Txt |
| City | Bozeman | CityNm |
| State Abbreviation | MT | StateAbbreviationCd |
| ZIP | 59718 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2023-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 830331707 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CROSS CHARITABLE FOUNDATION INC | BusinessNameLine1Txt |
| Business Name Line2 | ATTN JOHN R CLARK | BusinessNameLine2Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | CROS | BusinessNameControlTxt |
| Phone | 4065853393 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3805 VALLEY COMMONS DRIVE 7 | AddressLine1Txt |
| City | BOZEMAN | CityNm |
| State Abbreviation | MT | StateAbbreviationCd |
| ZIP | 59718 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | JOHN R CLARK | PersonNm |
| Person Title | Treasurer | PersonTitleTxt |
| Signature | 2024-11-14 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | Yes (true) | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | JOHN R CLARKCPA | PreparerPersonNm |
| PTIN | P00427328 | PTIN |
| Phone | 4065853393 | PhoneNum |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2023 | TaxYr |
| Build TS | 2024-10-15 13:58:12Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $59,766,675 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Interest On Sav Rev And Expnss | $89,962 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $89,962 | InterestOnSavNetInvstIncmAmt |
| Interest On Savings Adj Net Incm | $89,962 | InterestOnSavingsAdjNetIncmAmt |
| Dividends Rev And Expnss | $1,101,118 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $1,101,118 | DividendsNetInvstIncmAmt |
| Dividends Adj Net Incm | $1,101,118 | DividendsAdjNetIncmAmt |
| Gross Rents Rev And Expnss | $1,381,012 | GrossRentsRevAndExpnssAmt |
| Gross Rents Net Invst Incm | $1,381,012 | GrossRentsNetInvstIncmAmt |
| Gross Rents Adj Net Incm | $1,381,012 | GrossRentsAdjNetIncmAmt |
| Net Rental Income Or Loss | $1,315,752 | NetRentalIncomeOrLossAmt |
| Net Gain Sale Ast Rev And Expnss | $1,478,691 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $7,409,912 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $1,478,691 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $152,350 | OtherIncomeRevAndExpnssAmt |
| Total Rev And Expnss | $4,203,133 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $4,050,783 | TotalNetInvstIncmAmt |
| Total Adj Net Incm | $2,572,092 | TotalAdjNetIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $160,000 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $40,000 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $120,000 | CompOfcrDirTrstDsbrsChrtblAmt |
| Legal Fees Rev And Expnss | $9,989 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $9,989 | LegalFeesNetInvstIncmAmt |
| Accounting Fees Rev And Expnss | $11,438 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Chrtbl Prps | $11,438 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $266,099 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $266,099 | OtherProfFeesNetInvstIncmAmt |
| Taxes Rev And Expnss | $22,158 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $17,794 | TaxesNetInvstIncmAmt |
| Deprec And Dpltn Rev And Expnss | $350,358 | DeprecAndDpltnRevAndExpnssAmt |
| Deprec And Dpltn Net Invst Incm | $350,358 | DeprecAndDpltnNetInvstIncmAmt |
| Trav Conf Meeting Rev And Expnss | $2,833 | TravConfMeetingRevAndExpnssAmt |
| Trav Conf Meeting Dsbrs Chrtbl | $2,325 | TravConfMeetingDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $81,096 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $65,260 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $15,836 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $903,971 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $749,500 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $149,599 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $2,822,000 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $2,822,000 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $3,725,971 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $749,500 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $2,971,599 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $477,162 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $3,301,283 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $2,572,092 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $2,039,396 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $3,209,150 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $3,209,150 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $34,227,679 | CorporateStockBOYAmt |
| Corporate Stock EOY | $37,567,525 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $37,567,525 | CorporateStockEOYFMVAmt |
| Invst Land Cost Or Other Basis | $16,711,234 | InvstLandCostOrOtherBasisAmt |
| Invst Land Accum Depreciation | $3,253,946 | InvstLandAccumDepreciationAmt |
| Land Bldg Investments BOY | $13,357,647 | LandBldgInvestmentsBOYAmt |
| Land Bldg Investments EOY | $13,457,288 | LandBldgInvestmentsEOYAmt |
| Land Bldg Investments EOYFMV | $18,990,000 | LandBldgInvestmentsEOYFMVAmt |
| Total Assets BOY | $49,624,722 | TotalAssetsBOYAmt |
| Total Assets EOY | $54,233,963 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $59,766,675 | TotalAssetsEOYFMVAmt |
| Other Liabilities BOY | $1 | OtherLiabilitiesBOYAmt |
| Total Liabilities BOY | $1 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
| No Donor Rstr Net Assests BOY | $49,624,721 | NoDonorRstrNetAssestsBOYAmt |
| No Donor Rstr Net Assests EOY | $54,233,963 | NoDonorRstrNetAssestsEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $49,624,721 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $54,233,963 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $49,624,722 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $54,233,963 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $49,624,721 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $477,162 | ExcessRevenueOverExpensesAmt |
| Other Increases | $4,132,080 | OtherIncreasesAmt |
| Subtotal | $54,233,963 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $54,233,963 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (12 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|---|
| Baird Acct #3146-4427 Short Term | P | 2023-01-01 | 2023-12-31 | $797,486 | $863,332 | -$65,846 | -$65,846 |
| Baird Acct #3146-4427 Long Term | P | 2022-01-01 | 2023-12-31 | $3,558,852 | $3,449,385 | $109,467 | $109,467 |
| WF Acct #1194 ST Covered | P | 2023-01-01 | 2023-12-31 | $67,433 | $67,058 | $375 | $375 |
| WF Acct #1194 ST Non Covered | P | 2023-01-01 | 2023-12-31 | $7 | $7 | $7 | |
| WF Acct #1194 LT Covered | P | 2022-01-01 | 2023-12-31 | $810,878 | $657,902 | $152,976 | $152,976 |
| WF Acct #3620 LT Covered | P | 2022-01-01 | 2023-12-31 | $691,068 | $253,292 | $437,776 | $437,776 |
| WF Acct #3620 LT Non Covered | P | 2022-01-01 | 2023-12-31 | $240,971 | $186,098 | $54,873 | $54,873 |
| WF Acct #2128-5811 ST Covered | P | 2023-01-01 | 2023-12-31 | $6,805 | $6,579 | $226 | $226 |
| WF Acct #2128-5811 LT Covered | P | 2022-01-01 | 2023-12-31 | $409,930 | $228,091 | $181,839 | $181,839 |
| WF Acct #2128-5811 LT Noncovered | P | 2022-01-01 | 2023-12-31 | $43,199 | $21,014 | $22,185 | $22,185 |
| CAPITAL GAIN DISTRIBUTIONS | P | 2010-01-01 | 2023-12-31 | $33,283 | $33,283 | $33,283 | |
| SALE OF LAND | P | 2015-01-01 | 2023-06-15 | $750,000 | $198,470 | $551,530 | $551,530 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $1,478,691 | CapitalGainNetIncomeAmt |
| Net Short Term Capital Gain Loss | -$65,238 | NetShortTermCapitalGainLossAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $45,888 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $45,888 | SubtotalAmt |
| Tax Based On Investment Income | $45,888 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $63,812 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $63,812 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Es Penalty | $941 | EsPenaltyAmt |
| Overpayment | $16,983 | OverpaymentAmt |
| Applied To ES Tax | $16,983 | AppliedToESTaxAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | false | LegislativePoliticalActyInd |
| More Than100 Spent | false | MoreThan100SpentInd |
| Form1120 POL Filed | false | Form1120POLFiledInd |
| Activities Not Previously Rpt | false | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | false | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | false | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | false | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (true) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (true) | AtLeast5000InAssetsInd |
| Org Report Or Register State | WY | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (true) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | false | PrivateOperatingFoundationInd |
| New Substantial Contributors | false | NewSubstantialContributorsInd |
| Own Controlled Entity | false | OwnControlledEntityInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (true) | ComplyWithPublicInspRqrInd |
| Website Address | crosscharitablefoundation.org | WebsiteAddressTxt |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | JOHN CLARK CPA | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 4065853393 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3805 VALLEY COMMONS DRIVE 7 | AddressLine1Txt |
| City | BOZEMAN | CityNm |
| State Abbreviation | MT | StateAbbreviationCd |
| ZIP | 59718 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | false | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | false | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | false | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | false | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | false | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | false | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | false | PaymentToGovernmentOfficialInd |
| Acts Fail To Qlfy As Exceptions | false | ActsFailToQlfyAsExceptionsInd |
| Uncorrected Prior Acts | false | UncorrectedPriorActsInd |
| Undistributed Income PY | false | UndistributedIncomePYInd |
| Business Holdings | false | BusinessHoldingsInd |
| Jeopardy Investments | false | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | false | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | false | InfluenceLegislationInd |
| Influence Election | false | InfluenceElectionInd |
| Grants To Individuals | false | GrantsToIndividualsInd |
| Grants To Organizations | false | GrantsToOrganizationsInd |
| Noncharitable Purpose | false | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | false | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (4 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt |
|---|---|---|---|---|---|---|
| CAROL GONNELLA | ||||||
| PO BOX 1226 | JACKSON | WY | 83001 | Secretary | 3.00 | $40,000 |
| JOHN R CLARK | ||||||
| 3805 VALLEY COMMONS DR STE 7 | BOZEMAN | MT | 59718 | Treasurer | 3.00 | $40,000 |
| MARY BETH THOMPSON | ||||||
| 357 WEST 2600 SOUTH | BOUNTIFUL | UT | 84010 | Vice President | 3.00 | $40,000 |
| RYAN KIRKHAM | ||||||
| PO BOX 1789 | WEST YELLOWSTONE | MT | 59758 | Vice President | 3.00 | $40,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
Compensation Of Hghst Pd Cntrct CompensationOfHghstPdCntrctGrp (2 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | Service TypeServiceTypeTxt | CompensationCompensationAmt |
|---|---|---|---|---|---|
| WELLS FARGO CLEARING SERVICES LLC | |||||
| 2801 MARKET STREET | SAINT LOUIS | MO | 63103 | INVESTMENT ADVISORY | $132,829 |
| ROBER W BAIRD & CO INC | |||||
| 777 EAST WISCONSIN AVENUE | MILWAUKEE | WI | 53202 | INVESTMENT ADVISORY | $133,269 |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $38,515,390 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $235,617 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $18,990,000 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $57,741,007 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Adjusted Total FMV Of Unused Ast | $57,741,007 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $866,115 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $56,874,892 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $2,843,745 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $2,843,745 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $45,888 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $45,888 | TotalTaxAmt |
| Distributable Before Adj | $2,797,857 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $2,797,857 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $2,797,857 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $2,971,599 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $2,971,599 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $2,797,857 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $719,361 | UndistributedIncomePYAmt |
| Qualifying Distributions | $2,971,599 | QualifyingDistributionsAmt |
| Applied To Year1 | $719,361 | AppliedToYear1Amt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $2,252,238 | AppliedToCurrentYearAmt |
| Undistributed Income CY | $545,619 | UndistributedIncomeCYAmt |
Supplementary Information SupplementaryInformationGrp
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | CROSS CHARITABLE FOUNDATION | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3805 VALLEY COMMONS DRIVE SUITE 7 | AddressLine1Txt |
| City | BOZEMAN | CityNm |
| State Abbreviation | MT | StateAbbreviationCd |
| ZIP | 59718 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 4065853393 | RecipientPhoneNum |
| Recipient Email Address | crosscharitablefoundation.net | RecipientEmailAddressTxt |
| Form And Info And Materials | SUBMITTED ELECTRONICALLY ONLINE | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | SEPTEMBER 31, | SubmissionDeadlinesTxt |
| Restrictions On Awards | GRANTS ARE FOCUSED IN MONTANA, IDAHO, UTAH, AND WYOMING. | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (113 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| CLIMB WYOMING | |||||||
| 1001 WEST 31ST STREET | CHEYENNE | WY | 82001 | NONE | PC | General Fund | $30,000 |
| WESTERN WATERSHEDS | |||||||
| PO BOX 1770 | HAILEY | ID | 83333 | NONE | PC | General Fund | $30,000 |
| BIG SKY YOUTH EMPOWERMENT | |||||||
| 301 EAST MAIN STREET | BOZEMAN | MT | 59715 | NONE | PC | General Fund | $30,000 |
| UTAH ANIMAL ADOPTION CENTER | |||||||
| 1955 NORTH REDWOOD ROAD | SALT LAKE CITY | UT | 84116 | NONE | PC | General Fund | $20,000 |
| ANIMAL ADOPTION CENTER | |||||||
| 175 NORTH GLENWOOD STREET | JACKSON | WY | 83001 | NONE | PC | General Fund | $25,000 |
| ABILITY FOUND | |||||||
| 5236 S GREENPINE DRIVE | SALT LAKE CITY | UT | 84123 | NONE | PC | GENERAL FUND | $15,000 |
| HENRY'S FORK FOUNDATION | |||||||
| 606 MAIN ST | ASHTON | ID | 83420 | NONE | PF | GENERAL FUND | $30,000 |
| WEST YELLOWSTONE FOUNDATION | |||||||
| PO BOX 255 | WEST YELLOWSTONE | MT | 59758 | NONE | PF | GENERAL FUND | $35,000 |
| GREATER YELLOWSTONE COALITION | |||||||
| 215 S WALLACE | BOZEMAN | MT | 59715 | NONE | PC | GENERAL FUND | $35,000 |
| BEST FRIENDS ANIMAL SOCIETY | |||||||
| 5001 ANGEL CANYON ROAD | KANAB | UT | 84741 | NONE | PC | GENERAL FUND | $25,000 |
| HEART OF THE VALLEY ANIMAL SHELTER | |||||||
| 1549 E CAMERON BRIDGE RD | BOZEMAN | MT | 59718 | NONE | PC | GENERAL FUND | $25,000 |
| BLACKFOOT CHALLENGE INC | |||||||
| 405 MAIN STREET | OVANDO | MT | 59854 | NONE | PC | GENERAL FUND | $25,000 |
| HUMANE SOCIETY OF UTAH | |||||||
| PO BOX 573659 | MURRAY | UT | 84157 | NONE | PC | GENERAL FUND | $20,000 |
| INTERMOUNTAIN THERAPY ANIMALS | |||||||
| 4050 SOUTH 2700 EAST | SALT LAKE CITY | UT | 84124 | NONE | PC | GENERAL FUND | $20,000 |
| MONTANA CONSERVATION CORPS | |||||||
| 206 N GRAND | BOZEMAN | MT | 59715 | NONE | PC | GENERAL FUND | $30,000 |
| NATIONAL PARKS CONSERVATION ASSOC | |||||||
| 777 6TH STREET NW SUITE 700 | WASHINGTON | DC | 20001 | NONE | PC | GENERAL FUND | $30,000 |
| SNAKE RIVER ANIMAL SHELTER | |||||||
| 430 PARK AVE | IDAHO FALLS | ID | 83402 | NONE | PC | GENERAL FUND | $50,000 |
| THRIVE | |||||||
| 400 E BABCOCK ST | BOZEMAN | MT | 59715 | NONE | PC | GENERAL FUND | $30,000 |
| NATIONAL WILDLIFE FEDERATION | |||||||
| PO BOX 1583 | MERRIFIELD | VA | 22116 | NONE | PC | GENERAL FUND | $40,000 |
| FAMILY COUNSELING SERVICE | |||||||
| 3518 WASHINGTON BLVD | OGDEN | UT | 84403 | NONE | PC | GENRAL FUND | $10,000 |
| ALLLIANCE HOUSE | |||||||
| 1724 S MAIN ST | SALT LAKE CITY | UT | 84115 | NONE | PC | GENERAL FUND | $10,000 |
| THE TRUST FOR PUBLIC LAND | |||||||
| 111 SOUTH GRAND AVENUE SUITE 203 | BOZEMAN | MT | 59715 | NONE | PC | GENERAL FUND | $45,000 |
| YCC FAMILY CRISIS CENTER | |||||||
| 2261 ADAMS AVENUE | OGDEN | UT | 84401 | NONE | PC | GENERAL FUND | $30,000 |
| TETON REGIONAL LAND TRUST | |||||||
| PO BOX 247 | DRIGGS | ID | 83422 | NONE | PC | GENERAL FUND | $50,000 |
| STAFFORD ANIMAL SHELTER | |||||||
| 3 BUSINESS PARK ROAD | LIVINGSTON | MT | 59047 | NONE | PC | GENERAL FUND | $25,000 |
| YELLOWSTONE TO YUKON CONSERV INITIA | |||||||
| PO BOX 157 | BOZEMAN | MT | 59771 | NONE | PC | GENERAL FUND | $10,000 |
| WESTERN ENVIRONMENTAL LAW CENTER | |||||||
| 1216 LINCOLN ST | EUGENE | OR | 97401 | NONE | PC | GENERAL FUND | $25,000 |
| KITSAP HUMANE SOCIETY | |||||||
| 9167 DICKEY RD NW | SILVERDALE | WA | 98383 | NONE | PC | GENERAL FUND | $15,000 |
| AMERICAN PRAIRIE RESERVE | |||||||
| 7 E BEALL ST 3100 | BOZEMAN | MT | 59715 | NONE | PC | GENERAL FUND | $50,000 |
| CENTENNIAL VALLEY ASSOCIATION | |||||||
| PO BOX 240077 | DELL | MT | 59724 | NONE | PC | GENERAL FUND | $10,000 |
| EARTHWORKS | |||||||
| 350 POLLYWOG LN | BELGRADE | MT | 59714 | NONE | PC | GENERAL FUND | $25,000 |
| IDAHO ZOOLOGICAL SOCIETY | |||||||
| 3101 AVENUE OF THE CHIEFS | POCATELLO | ID | 83204 | NONE | PC | GENERAL FUND | $15,000 |
| JEFFERSON LAND TRUST | |||||||
| 1033 LAWRENCE ST | PORT TOWNSEND | WA | 98368 | NONE | PC | GENERAL FUND | $50,000 |
| JUNIOR ACHIEVEMENT OF UTAH | |||||||
| 515 SOUTH 700 EAST SUITE 1F | SALT LAKE CITY | UT | 84102 | NONE | PC | GENERAL FUND | $10,000 |
| MUSEUM OF IDAHO | |||||||
| 200 N EASTERN AVE | IDAHO FALLS | ID | 83402 | NONE | PC | GENERAL FUND | $30,000 |
| NATURAL RESOURCES DEFENSE COUNCIL | |||||||
| 317 E MENDENHALL ST | BOZEMAN | MT | 59715 | NONE | PC | GENERAL FUND | $15,000 |
| NUZZLES CO | |||||||
| 6699 N LANDMARK DR 103 | PARK CITY | UT | 84098 | NONE | PC | GENERAL FUND | $35,000 |
| SUMMIT LAND CONSERVANCY | |||||||
| 1650 PARK AVE 200 | PARK CITY | UT | 84060 | NONE | PC | GENERAL FUND | $15,000 |
| TAUTPHAUS PARK ZOOLOGICAL SOCIETY | |||||||
| PO BOX 51794 | IDAHO FALLS | ID | 83405 | NONE | PC | GENERAL FUND | $20,000 |
| THE VITAL GROUND FOUNDATION | |||||||
| 20 FORT MISSOULA RD | MISSOULA | MT | 59804 | NONE | PC | GENERAL FUND | $30,000 |
| BOISE RESCUE MISSION | |||||||
| PO BOX 1494 | BOISE | ID | 83701 | NONE | PC | GENERAL FUND | $25,000 |
| CENTER VALLEY ANIMAL RESCUE | |||||||
| 11900 CENTER ROAD | QUILCENE | WA | 98376 | NONE | PC | GENERAL FUND | $26,000 |
| EARTHJUSTICE | |||||||
| 50 CALIFORNIA STREET SUITE 500 | SAN FRANCISCO | CA | 94111 | NONE | PC | GENERAL FUND | $75,000 |
| GALLATIN VALLEY LAND TRUST | |||||||
| 212 S WALLACE 102 | BOZEMAN | MT | 59715 | NONE | PC | GENERAL FUND | $25,000 |
| PAWS OF JACKSON HOLE | |||||||
| 320 EAST BROADWAY | JACKSON | WY | 83002 | NONE | PC | GENERAL FUND | $70,000 |
| PROGRESSIVE ANIMAL WELFARE SOCIETY | |||||||
| PO BOX 1037 | LYNNWOOD | WA | 98046 | NONE | PC | GENERAL FUND | $40,000 |
| SAGEBRUSH STEPPE LAND TRUST | |||||||
| 109 N ARTHUR AVE SUITE 300 | POCATELLO | ID | 83204 | NONE | PC | GENERAL FUND | $50,000 |
| WASATCH ADAPTIVE SPORTS | |||||||
| 9385 S SNOWBIRD CENTER DRIVE | SNOWBIRD | UT | 84092 | NONE | PC | GENERAL FUND | $25,000 |
| WILD EARTH GUARDIANS | |||||||
| 516 ALTO STREET | SANTA FE | NM | 87501 | NONE | PC | GENERAL FUND | $25,000 |
| WYOMING WILDERNESS ASSOCIATION | |||||||
| 44 S MAIN ST | SHERIDAN | WY | 82801 | NONE | PC | GENERAL FUND | $10,000 |
| ECOLOGY PROJECT INTERNATIONAL | |||||||
| 315 S 4TH ST E | MISSOULA | MT | 59801 | NONE | PC | GENERAL FUND | $20,000 |
| FAMILY PROMISE OF GALLATIN COUNTY | |||||||
| 429 E STORY ST | BOZEMAN | MT | 59715 | NONE | PC | GENERAL FUND | $50,000 |
| GRAND TETON NATIONAL PARK FOUNDATIO | |||||||
| 115 E PEARL AVE 201 | JACKSON | WY | 83001 | NONE | PC | GENERAL FUND | $20,000 |
| SMITHSONIAN INSTITUTION | |||||||
| 600 MARYLAND AVE SW | WASHINGTON | DC | 20002 | NONE | PC | GENERAL FUND | $20,000 |
| MOUNTAIN HUMANE | |||||||
| 101 CROY CREEK RD | HAILEY | ID | 83333 | NONE | PC | GENERAL FUND | $10,000 |
| SAE FOUNDATION | |||||||
| 400 COMMONWEALTH DRIVE | WARRENDALE | PA | 15096 | NONE | PC | GENERAL FUND | $25,000 |
| TRACY AVIARY | |||||||
| 589 E 1300 S | SALT LAKE CITY | UT | 84105 | NONE | PC | GENERAL FUND | $5,000 |
| YOUTH HOMES | |||||||
| PO BOX 7616 | MISSOULA | MT | 59807 | NONE | PC | GENERAL FUND | $7,500 |
| YWCA MISSOULA | |||||||
| 1130 W BROADWAY ST | MISSOULA | MT | 59802 | NONE | PC | GENERAL FUND | $15,000 |
| ADVOCATES FOR SURVIVORS OF DOMESTIC | |||||||
| PO BOX 3216 | HAILEY | ID | 83333 | NONE | PC | GENERAL FUND | $25,000 |
| ASSISTANCE LEAGUE OF SOUTHERN UTAH | |||||||
| PO BOX 910728 | ST GEORGE | UT | 84791 | NONE | PC | GENERAL FUND | $15,000 |
| DOVE HOUSE ADVOCACY SERVICES | |||||||
| 1045 10TH ST | PORT TOWNSEND | WA | 98368 | NONE | PC | GENERAL FUND | $25,000 |
| EAGLE MOUNT BOZEMAN | |||||||
| 6901 GOLDSTEIN LN | BOZEMAN | MT | 59715 | NONE | PC | GENERAL FUND | $20,000 |
| HAVEN | |||||||
| 615 S 16TH AVE | BOZEMAN | MT | 59715 | PC | GENERAL FUND | $25,000 | |
| THE FRIENDSHIP CENTER | |||||||
| 7714 ENGLISH OAK CIRCLE | ELKRIDGE | MD | 21075 | NONE | PC | GENERAL FUND | $50,000 |
| SOCIETY OF ST VINCENT DE PAUL BILLI | |||||||
| 3005 1ST AVE S | BILLINGS | MT | 59101 | NONE | PC | GENERAL FUND | $18,000 |
| OLYMPIC PENINSULA YMCA | |||||||
| 675 N 5TH AVE STE 3A | SEQUIM | WA | 98382 | NONE | PC | GENERAL FUND | $40,000 |
| OGDEN WEBER APPLIED TECHNOLOGY COLL | |||||||
| 200 N WASHINGTON BLVD | OGDEN | UT | 84404 | NONE | PC | GENERAL FUND | $100,000 |
| MONTANA COUNCIL OF TROUT UNLIMITED | |||||||
| 312 N HIGGINS STE 200 | MISSOULA | MT | 59802 | NONE | PC | GENERAL FUND | $15,000 |
| MONTANA AUDUBON | |||||||
| PO BOX 595 | HELENA | MT | 59624 | NONE | PC | GENERAL FUND | $20,000 |
| JESSE TREE | |||||||
| 1121 W MILLER ST | BOISE | ID | 83702 | NONE | PC | GENERAL FUND | $6,000 |
| FIGHT AGAINST DOMESTIC VIOLENCE | |||||||
| 3135 S RICHMOND ST | SALT LAKE CITY | UT | 84106 | NONE | PC | GENERAL FUND | $15,000 |
| DUCKS UNLIMITED INC | |||||||
| 1 WATERFOWL WAY | MEMPHIS | TN | 38120 | NONE | PC | GENERAL FUND | $20,000 |
| CHILD BRIDGE | |||||||
| PO BOX 310 | BIGFORK | MT | 59911 | NONE | PC | GENERAL FUND | $15,000 |
| PEOPLE AND CARNIVORES INC | |||||||
| PO BOX 6733 | BOZEMAN | MT | 59771 | NONE | PC | GENERAL FUND | $17,000 |
| SEALIFE RESPONSE REHAB AND RESEARCH | |||||||
| 2003 S 216TH ST 98811 | DES MOINES | WA | 98198 | NONE | PC | GENERAL FUND | $30,000 |
| ADVOCATES FOR THE WEST | |||||||
| PO BOX 1612 | BOISE | ID | 83701 | NONE | PC | GENERAL FUND | $15,000 |
| BOZEMAN PUBLIC LIBRARY FOUNDATION | |||||||
| 626 EAST MAIN ST | BOZEMAN | MT | 59715 | NONE | PC | GENERAL FUND | $8,500 |
| CANINE WITH A CAUSE | |||||||
| 4050 S 2700 E | HOLLADAY | UT | 84124 | NONE | PC | GENERAL FUND | $10,000 |
| CODE GIRLS UNITED | |||||||
| 1203 US HWY 2 W 31 | KALISPELL | MT | 59901 | NONE | PC | GENERAL FUND | $20,000 |
| FLORENCE CRITTENTON HOME SERVICES | |||||||
| 901 N HARRIS ST | HELENA | MT | 59601 | NONE | PC | GENERAL FUND | $15,000 |
| FRIENDS OF THE TETON RIVER | |||||||
| 18 N MAIN ST 310 | DRIGGS | ID | 83422 | NONE | PC | GENERAL FUND | $40,000 |
| GIRL SCOUTS OF MONTANA AND WYOMING | |||||||
| 2303 GRAND AVE | BILLINGS | MT | 59102 | NONE | PC | GENERAL FUND | $10,000 |
| GLOCAL | |||||||
| 1001 PAISLEY DR | BELGRADE | MT | 59714 | NONE | PC | GENERAL FUND | $20,000 |
| GRAND STAIRCASE ESCALANTE PARTNERS | |||||||
| 310 S 100 E 7 | KANAB | UT | 84741 | NONE | PC | GENERAL FUNDS | $20,000 |
| HOME RESOURCE | |||||||
| 1515 WYOMING ST | MISSOULA | MT | 59801 | NONE | PC | GENERAL FUND | $15,000 |
| HOPA MOUNTAIN | |||||||
| 234 E BABCOCK | BOZEMAN | MT | 59715 | NONE | PC | GENERAL FUND | $10,000 |
| JANNUS INC | |||||||
| 1607 W JEFFERSON ST | BOISE | ID | 83702 | NONE | PC | GENERAL FUND | $25,000 |
| MISSOULA INTERFAITH COLLABORATIVE | |||||||
| 2205 34TH ST | MISSOULA | MT | 59801 | NONE | PC | GENERAL FUND | $10,000 |
| NEEDS BEYOND MEDICINE | |||||||
| PO BOX 712043 | SALT LAKE CITY | UT | 84171 | NONE | PC | GENERAL FUND | $20,000 |
| NORTHERN PLAINS RESOUCE COUNCIL | |||||||
| 220 S 27TH ST STE A | BILLING | MT | 59101 | NONE | PC | GENERAL FUND | $25,000 |
| PALOUSE LAND TRUST | |||||||
| PO BOX 8506 | MOSCOW | ID | 83843 | NONE | PC | GENERAL FUND | $30,000 |
| PROPERTY AND ENVIRONMENT RESEARCH C | |||||||
| 2048 ANALYSIS DR STE A | BOZEMAN | MT | 59718 | NONE | PC | GENERAL FUND | $20,000 |
| SALT LAKE COMMUNITY COLLEGE FOUNDAT | |||||||
| 4600 S REDWOOD RD | SALT LAKE CITY | UT | 84123 | NONE | PC | GENERAL FUND | $30,000 |
| TETON RAPTOR CENTER | |||||||
| PO BOX 1805 | WILSON | WY | 83014 | NONE | PC | GENERAL FUND | $22,000 |
| UTAH HEALTH AND HUMAN RIGHTS | |||||||
| 650 E 4500 S STE 220 | MURRAY | UT | 84107 | NONE | PC | GENERAL FUND | $20,000 |
| YOUTH FUTURES | |||||||
| 1790W TRAFALGA WAY UNIT B | SALT LAKE CITY | UT | 84116 | NONE | PC | GENERAL FUND | $25,000 |
| ALL ABOUT THE ANIMALS COALITION | |||||||
| 3889 E 12th N | Rigby | ID | 83442 | NONE | PC | GENERAL FUND | $15,000 |
| HABITAT FOR HUMANITY OF EAST JEFFER | |||||||
| PO BOX 658 | Port Townsend | WA | 98368 | NONE | PC | GENERAL FUND | $50,000 |
| LEARNING LAB NC | |||||||
| 308 EAST 36TH STREET | GARDEN CITY | ID | 83714 | NONE | PC | GENERAL FUND | $15,000 |
| MCPAWS REGIONAL ANIMAL SHELTER | |||||||
| 831 S 3RD STREET | MCCALL | ID | 83638 | NONE | PC | GENERAL FUND | $6,000 |
| THE POVERELLO CENTER INC | |||||||
| 1110 W BROADWAY | MISSOULA | MT | 59802 | NONE | PC | GENERAL FUND | $15,000 |
| UTAH WILDLIFE FEDERATION | |||||||
| PO BOX 571066 | SALT LAKE CITY | UT | 84157 | NONE | PC | GENERAL FUND | $17,000 |
| ANIMAL HUMANE ASSOCIATION OF STAR V | |||||||
| PO BOX 654 | THAYNE | WY | 83127 | NONE | PC | General Fund | $30,000 |
| BOZEMAN ART MUSEUM | |||||||
| 2612 W MAIN STREET SUITE B | BOZEMAN | MT | 59718 | NONE | PC | General Fund | $10,000 |
| COMMUNITY RESOURCE CENTER OF TETON | |||||||
| 1420 N HWY 33 SUITE 204 | DRIGGS | ID | 83422 | NONE | PC | General Fund | $10,000 |
| DOMESTIC ABUSE RECOVERY SOLUTIONS | |||||||
| PO BOX 1811 | SANDY | UT | 84091 | NONE | PC | General Fund | $5,000 |
| MISSOULA AGING SERVICES | |||||||
| 337 STEPHENS AVE | MISSOULA | MT | 59801 | NONE | PC | General Fund | $10,000 |
| NORTHWEST MARITIME CENTER | |||||||
| 431 WATER STREET | PORT TOWNSEND | WA | 98368 | NONE | PC | General Fund | $50,000 |
| SOUTH VALLEY SERVICES | |||||||
| PO BOX 1028 | WEST JORDAN | UT | 84084 | NONE | PC | General Fund | $25,000 |
| THE ASKA'S ANIMALS FOUNDATION INC | |||||||
| 1984 WEST 7000 SOUTH PO BOX 1150 | VICTOR | ID | 83455 | NONE | PC | General Fund | $25,000 |
| UWF OF JEFFERSON COUNTY | |||||||
| PO BOX 644 | PORT TOWNSEND | WA | 98368 | NONE | PC | General Fund | $39,000 |
| WYAKIN FOUNDATION | |||||||
| 960 S BROADWAY AVE STE 260 | BOISE | ID | 83706 | NONE | PC | General Fund | $20,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $2,822,000 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $89,962 | ExclusionAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $1,101,118 | ExclusionAmt |
Net Rental Income Personal Prop NetRentalIncomePersonalPropGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 3 | ExclusionCd |
| Exclusion | $1,315,752 | ExclusionAmt |
Other Investment Income OtherInvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $152,350 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | $1,478,691 | RelatedOrExemptFunctionIncmAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $2,659,182 | ExclusionAmt |
| Related Or Exempt Function Incm | $1,478,691 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $4,137,873 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | false | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | false | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | false | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | false | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | false | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | false | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | false | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | false | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | false | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | false | RelationshipsNonchrtblEOInd |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING FEES | CategoryTxt |
| Amt | $11,438 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $11,438 | DisbursementsCharitablePrpsAmt |
Contractor Compensation Expln ContractorCompensationExpln
Contractor Comp Expln ContractorCompExplnGrp (2 entries)
| ExplanationExplanationTxt |
|---|
| ROBER W BAIRD & CO INC |
| FINANCIAL ADVISORY FEES PAID TO INVESTMENT MANAGEMENT COMPANY. |
| WELLS FARGO CLEARING SERVICES LLC |
| FINANCIAL ADVISORY FEES PAID TO INVESTMENT MANAGEMENT COMPANY. |
Investments Land Schedule2 InvestmentsLandSchedule2
Investment Land InvestmentLandGrp (3 entries)
| Category Or ItemCategoryOrItemTxt | Cost Or Other BasisCostOrOtherBasisAmt | Accumulated DepreciationAccumulatedDepreciationAmt | EOYFMVEOYFMVAmt | Book ValueBookValueAmt |
|---|---|---|---|---|
| Furniture and Fixtures | $750,708 | $750,708 | $168,000 | |
| Buildings | $13,838,971 | $2,503,238 | $15,404,000 | $11,335,733 |
| Land | $2,121,555 | $3,418,000 | $2,121,555 |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | Legal Fees | CategoryTxt |
| Legal Fees | $9,989 | LegalFeesAmt |
| Net Investment Income | $9,989 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (5 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|---|
| COMPUTER EXPENSE | $46 | $46 | |
| INSURANCE | $7,180 | $7,180 | |
| LICENSES & FEES | $250 | $250 | |
| Rental Expenses | $65,260 | $65,260 | |
| SOFTWARE | $8,360 | $8,360 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | Other Investment Income | Desc |
| Revenue And Expenses Per Books | $152,350 | RevenueAndExpensesPerBooksAmt |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | UNREALIZED GAIN ON INVESTMENTS | Desc |
| Amt | $4,132,080 | Amt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | INVESTMENT FEES | CategoryTxt |
| Amt | $266,099 | Amt |
| Net Investment Income | $266,099 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (3 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|
| FEDERAL TAXES PAID | $4,364 | |
| FOREIGN TAXES | $5,455 | $5,455 |
| PROPERTY TAXES | $12,339 | $12,339 |