2024-11-14T09:19:47-08:00 2023-12-31 820467399 Rudd & Company PLLC 3805 Valley Commons Dr Ste 7 Bozeman MT 59718 990PF 2023-01-01 830331707 CROSS CHARITABLE FOUNDATION INC ATTN JOHN R CLARK CROS 4065853393 3805 VALLEY COMMONS DRIVE 7 BOZEMAN MT 59718 JOHN R CLARK Treasurer 2024-11-14 true true JOHN R CLARKCPA P00427328 4065853393 2023 2024-10-15 13:58:12Z X 59766675 X X 89962 89962 89962 1101118 1101118 1101118 1381012 1381012 1381012 1315752 1478691 7409912 1478691 152350 4203133 4050783 2572092 160000 40000 120000 9989 9989 11438 11438 266099 266099 22158 17794 350358 350358 2833 2325 81096 65260 15836 903971 749500 149599 2822000 2822000 3725971 749500 2971599 477162 3301283 2572092 2039396 3209150 3209150 34227679 37567525 37567525 16711234 3253946 13357647 13457288 18990000 49624722 54233963 59766675 1 1 0 X 49624721 54233963 49624721 54233963 49624722 54233963 49624721 477162 4132080 54233963 54233963 Baird Acct #3146-4427 Short Term P 2023-01-01 2023-12-31 797486 863332 -65846 -65846 Baird Acct #3146-4427 Long Term P 2022-01-01 2023-12-31 3558852 3449385 109467 109467 WF Acct #1194 ST Covered P 2023-01-01 2023-12-31 67433 67058 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 810878 657902 152976 152976 WF Acct #3620 LT Covered P 2022-01-01 2023-12-31 691068 253292 437776 437776 WF Acct #3620 LT Non Covered P 2022-01-01 2023-12-31 240971 186098 54873 54873 WF Acct #2128-5811 ST Covered P 2023-01-01 2023-12-31 6805 6579 226 226 WF Acct #2128-5811 LT Covered P 2022-01-01 2023-12-31 409930 228091 181839 181839 WF Acct #2128-5811 LT Noncovered P 2022-01-01 2023-12-31 43199 21014 22185 22185 CAPITAL GAIN DISTRIBUTIONS P 2010-01-01 2023-12-31 33283 33283 33283 SALE OF LAND P 2015-01-01 2023-06-15 750000 198470 551530 551530 1478691 -65238 45888 45888 45888 63812 63812 X 941 16983 16983 false false false false false false false true true WY true false false false false true crosscharitablefoundation.org JOHN CLARK CPA 4065853393 3805 VALLEY COMMONS DRIVE 7 BOZEMAN MT 59718 false false false false false false false false false false false false false false false false false false false false false false CAROL GONNELLA PO BOX 1226 JACKSON WY 83001 Secretary 3.00 40000 JOHN R CLARK 3805 VALLEY COMMONS DR STE 7 BOZEMAN MT 59718 Treasurer 3.00 40000 MARY BETH THOMPSON 357 WEST 2600 SOUTH BOUNTIFUL UT 84010 Vice President 3.00 40000 RYAN KIRKHAM PO BOX 1789 WEST YELLOWSTONE MT 59758 Vice President 3.00 40000 NONE WELLS FARGO CLEARING SERVICES LLC 2801 MARKET STREET SAINT LOUIS MO 63103 INVESTMENT ADVISORY 132829 ROBER W BAIRD & CO INC 777 EAST WISCONSIN AVENUE MILWAUKEE WI 53202 INVESTMENT ADVISORY 133269 38515390 235617 18990000 57741007 0 57741007 866115 56874892 2843745 2843745 45888 45888 2797857 2797857 2797857 2971599 2971599 2797857 719361 2971599 719361 0 2252238 545619 CROSS CHARITABLE FOUNDATION 3805 VALLEY COMMONS DRIVE SUITE 7 BOZEMAN MT 59718 4065853393 crosscharitablefoundation.net SUBMITTED ELECTRONICALLY ONLINE SEPTEMBER 31, GRANTS ARE FOCUSED IN MONTANA, IDAHO, UTAH, AND WYOMING. CLIMB WYOMING 1001 WEST 31ST STREET CHEYENNE WY 82001 NONE PC General Fund 30000 WESTERN WATERSHEDS PO BOX 1770 HAILEY ID 83333 NONE PC General Fund 30000 BIG SKY YOUTH EMPOWERMENT 301 EAST MAIN STREET BOZEMAN MT 59715 NONE PC General Fund 30000 UTAH ANIMAL ADOPTION CENTER 1955 NORTH REDWOOD ROAD SALT LAKE CITY UT 84116 NONE PC General Fund 20000 ANIMAL ADOPTION CENTER 175 NORTH GLENWOOD STREET JACKSON WY 83001 NONE PC General Fund 25000 ABILITY FOUND 5236 S GREENPINE DRIVE SALT LAKE CITY UT 84123 NONE PC GENERAL FUND 15000 HENRY'S FORK FOUNDATION 606 MAIN ST ASHTON ID 83420 NONE PF GENERAL FUND 30000 WEST YELLOWSTONE FOUNDATION PO BOX 255 WEST YELLOWSTONE MT 59758 NONE PF GENERAL FUND 35000 GREATER YELLOWSTONE COALITION 215 S WALLACE BOZEMAN MT 59715 NONE PC GENERAL FUND 35000 BEST FRIENDS ANIMAL SOCIETY 5001 ANGEL CANYON ROAD KANAB UT 84741 NONE PC GENERAL FUND 25000 HEART OF THE VALLEY ANIMAL SHELTER 1549 E CAMERON BRIDGE RD BOZEMAN MT 59718 NONE PC GENERAL FUND 25000 BLACKFOOT 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TRACY AVIARY 589 E 1300 S SALT LAKE CITY UT 84105 NONE PC GENERAL FUND 5000 YOUTH HOMES PO BOX 7616 MISSOULA MT 59807 NONE PC GENERAL FUND 7500 YWCA MISSOULA 1130 W BROADWAY ST MISSOULA MT 59802 NONE PC GENERAL FUND 15000 ADVOCATES FOR SURVIVORS OF DOMESTIC PO BOX 3216 HAILEY ID 83333 NONE PC GENERAL FUND 25000 ASSISTANCE LEAGUE OF SOUTHERN UTAH PO BOX 910728 ST GEORGE UT 84791 NONE PC GENERAL FUND 15000 DOVE HOUSE ADVOCACY SERVICES 1045 10TH ST PORT TOWNSEND WA 98368 NONE PC GENERAL FUND 25000 EAGLE MOUNT BOZEMAN 6901 GOLDSTEIN LN BOZEMAN MT 59715 NONE PC GENERAL FUND 20000 HAVEN 615 S 16TH AVE BOZEMAN MT 59715 PC GENERAL FUND 25000 THE FRIENDSHIP CENTER 7714 ENGLISH OAK CIRCLE ELKRIDGE MD 21075 NONE PC GENERAL FUND 50000 SOCIETY OF ST VINCENT DE PAUL BILLI 3005 1ST AVE S BILLINGS MT 59101 NONE PC GENERAL FUND 18000 OLYMPIC PENINSULA YMCA 675 N 5TH AVE STE 3A SEQUIM WA 98382 NONE PC GENERAL FUND 40000 OGDEN WEBER APPLIED TECHNOLOGY COLL 200 N WASHINGTON BLVD OGDEN UT 84404 NONE PC 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59901 NONE PC GENERAL FUND 20000 FLORENCE CRITTENTON HOME SERVICES 901 N HARRIS ST HELENA MT 59601 NONE PC GENERAL FUND 15000 FRIENDS OF THE TETON RIVER 18 N MAIN ST 310 DRIGGS ID 83422 NONE PC GENERAL FUND 40000 GIRL SCOUTS OF MONTANA AND WYOMING 2303 GRAND AVE BILLINGS MT 59102 NONE PC GENERAL FUND 10000 GLOCAL 1001 PAISLEY DR BELGRADE MT 59714 NONE PC GENERAL FUND 20000 GRAND STAIRCASE ESCALANTE PARTNERS 310 S 100 E 7 KANAB UT 84741 NONE PC GENERAL FUNDS 20000 HOME RESOURCE 1515 WYOMING ST MISSOULA MT 59801 NONE PC GENERAL FUND 15000 HOPA MOUNTAIN 234 E BABCOCK BOZEMAN MT 59715 NONE PC GENERAL FUND 10000 JANNUS INC 1607 W JEFFERSON ST BOISE ID 83702 NONE PC GENERAL FUND 25000 MISSOULA INTERFAITH COLLABORATIVE 2205 34TH ST MISSOULA MT 59801 NONE PC GENERAL FUND 10000 NEEDS BEYOND MEDICINE PO BOX 712043 SALT LAKE CITY UT 84171 NONE PC GENERAL FUND 20000 NORTHERN PLAINS RESOUCE COUNCIL 220 S 27TH ST STE A BILLING MT 59101 NONE PC GENERAL FUND 25000 PALOUSE LAND TRUST PO BOX 8506 MOSCOW ID 83843 NONE PC GENERAL FUND 30000 PROPERTY AND ENVIRONMENT RESEARCH C 2048 ANALYSIS DR STE A BOZEMAN MT 59718 NONE PC GENERAL FUND 20000 SALT LAKE COMMUNITY COLLEGE FOUNDAT 4600 S REDWOOD RD SALT LAKE CITY UT 84123 NONE PC GENERAL FUND 30000 TETON RAPTOR CENTER PO BOX 1805 WILSON WY 83014 NONE PC GENERAL FUND 22000 UTAH HEALTH AND HUMAN RIGHTS 650 E 4500 S STE 220 MURRAY UT 84107 NONE PC GENERAL FUND 20000 YOUTH FUTURES 1790W TRAFALGA WAY UNIT B SALT LAKE CITY UT 84116 NONE PC GENERAL FUND 25000 ALL ABOUT THE ANIMALS COALITION 3889 E 12th N Rigby ID 83442 NONE PC GENERAL FUND 15000 HABITAT FOR HUMANITY OF EAST JEFFER PO BOX 658 Port Townsend WA 98368 NONE PC GENERAL FUND 50000 LEARNING LAB NC 308 EAST 36TH STREET GARDEN CITY ID 83714 NONE PC GENERAL FUND 15000 MCPAWS REGIONAL ANIMAL SHELTER 831 S 3RD STREET MCCALL ID 83638 NONE PC GENERAL FUND 6000 THE POVERELLO CENTER INC 1110 W BROADWAY MISSOULA MT 59802 NONE PC GENERAL FUND 15000 UTAH WILDLIFE FEDERATION PO BOX 571066 SALT LAKE CITY UT 84157 NONE PC GENERAL FUND 17000 ANIMAL HUMANE ASSOCIATION OF STAR V PO BOX 654 THAYNE WY 83127 NONE PC General Fund 30000 BOZEMAN ART MUSEUM 2612 W MAIN STREET SUITE B BOZEMAN MT 59718 NONE PC General Fund 10000 COMMUNITY RESOURCE CENTER OF TETON 1420 N HWY 33 SUITE 204 DRIGGS ID 83422 NONE PC General Fund 10000 DOMESTIC ABUSE RECOVERY SOLUTIONS PO BOX 1811 SANDY UT 84091 NONE PC General Fund 5000 MISSOULA AGING SERVICES 337 STEPHENS AVE MISSOULA MT 59801 NONE PC General Fund 10000 NORTHWEST MARITIME CENTER 431 WATER STREET PORT TOWNSEND WA 98368 NONE PC General Fund 50000 SOUTH VALLEY SERVICES PO BOX 1028 WEST JORDAN UT 84084 NONE PC General Fund 25000 THE ASKA'S ANIMALS FOUNDATION INC 1984 WEST 7000 SOUTH PO BOX 1150 VICTOR ID 83455 NONE PC General Fund 25000 UWF OF JEFFERSON COUNTY PO BOX 644 PORT TOWNSEND WA 98368 NONE PC General Fund 39000 WYAKIN FOUNDATION 960 S BROADWAY AVE STE 260 BOISE ID 83706 NONE PC General Fund 20000 2822000 14 89962 14 1101118 3 1315752 14 152350 1478691 2659182 1478691 4137873 false false false false false false false false false false ACCOUNTING FEES 11438 0 0 11438 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. Furniture and Fixtures 750708 750708 168000 Buildings 13838971 2503238 11335733 15404000 Land 2121555 2121555 3418000 Legal Fees 9989 9989 0 0 COMPUTER EXPENSE 46 46 INSURANCE 7180 7180 LICENSES & FEES 250 250 Rental Expenses 65260 65260 SOFTWARE 8360 8360 Other Investment Income 152350 UNREALIZED GAIN ON INVESTMENTS 4132080 INVESTMENT FEES 266099 266099 0 0 FEDERAL TAXES PAID 4364 FOREIGN TAXES 5455 5455 PROPERTY TAXES 12339 12339