CROSSROADS FOUNDATION: Form 990PF, tax year 2022

View the entire original 990 at ProPublica ↗

Organization
CROSSROADS FOUNDATION (EIN 34-1811495)
Tax period
2022-01-01 to 2022-12-31
Filed
2023-11-08
IRS object ID
202323129349101022
Schema version
2022v5.0
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 ReturnHeader

FieldValueIRS element (for citing)
Return2023-11-08T14:39:50-06:00ReturnTs
Tax Period End2022-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN274398564PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1MN ADVISORY SERVICES LLCBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line11111 SUPERIOR AVE SUITE 700AddressLine1Txt
CityCLEVELANDCityNm
State AbbreviationOHStateAbbreviationCd
ZIP441142540ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2022-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN341811495EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1CROSSROADS FOUNDATIONBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlCROSBusinessNameControlTxt
Phone2163636489PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line11111 SUPERIOR AVE RMSTE 700AddressLine1Txt
CityCLEVELANDCityNm
State AbbreviationOHStateAbbreviationCd
ZIP44114ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonDANIEL L HORNPersonNm
Person TitleSECRETARYPersonTitleTxt
Phone2163636489PhoneNum
Signature2023-10-30SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd

Signing Officer SigningOfficerGrp

Person Full Name PersonFullName

FieldValueIRS element (for citing)
Person FirstDANIELPersonFirstNm
Person LastHORNPersonLastNm
FieldValueIRS element (for citing)
SSN999009999SSN
FieldValueIRS element (for citing)
IRS Responsible Prty Info Curr0IRSResponsiblePrtyInfoCurrInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonCHRIS CARROLLPreparerPersonNm
PTINP01262672PTIN
Phone2163630100PhoneNum

Additional Filer Information AdditionalFilerInformation

Trusted Customer TrustedCustomerGrp

FieldValueIRS element (for citing)
Trusted Customer2TrustedCustomerCd
Authentication Assurance LevelAAL1AuthenticationAssuranceLevelCd
Identity Assurance LevelIAL1IdentityAssuranceLevelCd
FieldValueIRS element (for citing)
Tax2022TaxYr
Build TS2023-04-26 12:10:37ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$8,850,224FMVAssetsEOYAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Schedule B Not RequiredYes (X)ScheduleBNotRequiredInd
Dividends Rev And Expnss$148,157DividendsRevAndExpnssAmt
Dividends Net Invst Incm$148,157DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss$694,739NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$1,623,354GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$694,739CapGainNetIncmNetInvstIncmAmt
Total Rev And Expnss$842,896TotalRevAndExpnssAmt
Total Net Invst Incm$842,896TotalNetInvstIncmAmt
Comp Ofcr Dir Trst Rev And Expnss$7,519CompOfcrDirTrstRevAndExpnssAmt
Comp Ofcr Dir Trst Net Invst Incm$3,745CompOfcrDirTrstNetInvstIncmAmt
Comp Ofcr Dir Trst Dsbrs Chrtbl$3,774CompOfcrDirTrstDsbrsChrtblAmt
Accounting Fees Rev And Expnss$7,100AccountingFeesRevAndExpnssAmt
Accounting Fees Net Invst Incm$0AccountingFeesNetInvstIncmAmt
Accounting Fees Chrtbl Prps$7,100AccountingFeesChrtblPrpsAmt
Other Prof Fees Rev And Expnss$77,281OtherProfFeesRevAndExpnssAmt
Other Prof Fees Net Invst Incm$77,281OtherProfFeesNetInvstIncmAmt
Other Prof Fees Dsbrs Chrtbl$0OtherProfFeesDsbrsChrtblAmt
Taxes Rev And Expnss$6,293TaxesRevAndExpnssAmt
Taxes Net Invst Incm$1,793TaxesNetInvstIncmAmt
Taxes Dsbrs Chrtbl$0TaxesDsbrsChrtblAmt
Other Expenses Rev And Expnss$311OtherExpensesRevAndExpnssAmt
Other Expenses Net Invst Incm$87OtherExpensesNetInvstIncmAmt
Other Expenses Dsbrs Chrtbl$227OtherExpensesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss$98,504TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$82,906TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$11,101TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$804,290ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$804,290ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$902,794TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$82,906TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$815,391TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses-$59,898ExcessRevenueOverExpensesAmt
Net Investment Income$759,990NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Cash BOY$17,282CashBOYAmt
Cash EOY$17,196CashEOYAmt
Cash EOYFMV$17,196CashEOYFMVAmt
Sav And Temp Cash Invst BOY$55,839SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY$251,437SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV$251,437SavAndTempCashInvstEOYFMVAmt
Corporate Stock BOY$3,636,967CorporateStockBOYAmt
Corporate Stock EOY$3,495,069CorporateStockEOYAmt
Corporate Stock EOYFMV$7,689,359CorporateStockEOYFMVAmt
Corporate Bonds BOY$955,494CorporateBondsBOYAmt
Corporate Bonds EOY$944,920CorporateBondsEOYAmt
Corporate Bonds EOYFMV$888,174CorporateBondsEOYFMVAmt
Other Assets BOY$7,167OtherAssetsBOYAmt
Other Assets EOY$4,058OtherAssetsEOYAmt
Other Assets EOYFMV$4,058OtherAssetsEOYFMVAmt
Total Assets BOY$4,672,749TotalAssetsBOYAmt
Total Assets EOY$4,712,680TotalAssetsEOYAmt
Total Assets EOYFMV$8,850,224TotalAssetsEOYFMVAmt
Total Liabilities BOY$0TotalLiabilitiesBOYAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Org Does Not Follow FASB117Yes (X)OrgDoesNotFollowFASB117Ind
Capital Stock BOY$4,367,912CapitalStockBOYAmt
Capital Stock EOY$4,367,912CapitalStockEOYAmt
Additional Paid In Capital BOY$0AdditionalPaidInCapitalBOYAmt
Additional Paid In Capital EOY$0AdditionalPaidInCapitalEOYAmt
Retained Earning BOY$304,837RetainedEarningBOYAmt
Retained Earning EOY$344,768RetainedEarningEOYAmt
Tot Net Ast Or Fund Balances BOY$4,672,749TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$4,712,680TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$4,672,749TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$4,712,680TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$4,672,749TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses-$59,898ExcessRevenueOverExpensesAmt
Other Increases$99,829OtherIncreasesAmt
Subtotal$4,712,680SubtotalAmt
Other Decreases$0OtherDecreasesAmt
Tot Net Ast Or Fund Balances EOY$4,712,680TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (3 entries)

PropertyPropertyDescSoldSoldDtGross Sales PriceGrossSalesPriceAmtCost Or Other BasisCostOrOtherBasisAmtGain Or LossGainOrLossAmtGains Minus Excess Or LossesGainsMinusExcessOrLossesAmt
US BANK #1005-VARIOUS2022-12-31$192,075$293,860-$101,785-$101,785
US BANK #1005-VARIOUS2022-12-31$1,431,279$608,052$823,227$823,227
ALPHABET STOCK CORRECTION TO COST BASIS OF SHARES SOLD2022-07-18$26,703-$26,703-$26,703
FieldValueIRS element (for citing)
Capital Gain Net Income$694,739CapitalGainNetIncomeAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$10,564InvestmentIncomeExciseTaxAmt
Tax Under Section511$0TaxUnderSection511Amt
Subtotal$10,564SubtotalAmt
Subtitle A Tax$0SubtitleATaxAmt
Tax Based On Investment Income$10,564TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx$6,034EstimatedPlusOvpmtIncmTxAmt
Exempt Frgn Org Tax Wthld At Srce$0ExemptFrgnOrgTaxWthldAtSrceAmt
Extsn Request Income Tax Paid$13,000ExtsnRequestIncomeTaxPaidAmt
Backup Withholding Withheld$0BackupWithholdingWithheldAmt
Total Payments And Credits$19,034TotalPaymentsAndCreditsAmt
Es Penalty$0EsPenaltyAmt
Overpayment$8,470OverpaymentAmt
Applied To ES Tax$8,470AppliedToESTaxAmt
Refund$0RefundAmt

Statements Regarding Acty StatementsRegardingActyGrp

FieldValueIRS element (for citing)
Legislative Political Acty0LegislativePoliticalActyInd
More Than100 Spent0MoreThan100SpentInd
Form1120 POL Filed0Form1120POLFiledInd
Section4955 Organization Tax$0Section4955OrganizationTaxAmt
Section4955 Managers Tax$0Section4955ManagersTaxAmt
Tax Reimbursed$0TaxReimbursedAmt
Activities Not Previously Rpt0ActivitiesNotPreviouslyRptInd
Changes To Articles Or Bylaws0ChangesToArticlesOrBylawsInd
Unrelated Bus Incm Over Limit0UnrelatedBusIncmOverLimitInd
Organization Dissolved Etc0OrganizationDissolvedEtcInd
Section508e Rqr SatisfiedYes (1)Section508eRqrSatisfiedInd
At Least5000 In AssetsYes (1)AtLeast5000InAssetsInd
Org Report Or Register StateOHOrgReportOrRegisterStateCd
Form990 PF Filed With Atty Gen0Form990PFFiledWithAttyGenInd
Private Operating Foundation0PrivateOperatingFoundationInd
New Substantial Contributors0NewSubstantialContributorsInd
Own Controlled Entity0OwnControlledEntityInd
Donor Advised Fund0DonorAdvisedFundInd
Comply With Public Insp RqrYes (1)ComplyWithPublicInspRqrInd
Website AddressN/AWebsiteAddressTxt
Individual With BooksCHRIS CARROLLIndividualWithBooksNm
Phone2163636489PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line11111 SUPERIOR AVE STE 700AddressLine1Txt
CityCLEVELANDCityNm
State AbbreviationOHStateAbbreviationCd
ZIP44114ZIPCd
FieldValueIRS element (for citing)
Foreign Accounts Question0ForeignAccountsQuestionInd

Statements Regarding Acty4720 StatementsRegardingActy4720Grp

FieldValueIRS element (for citing)
Sale Or Exch Disqualified Prsn0SaleOrExchDisqualifiedPrsnInd
Brrw Or Lend Disqualified Prsn0BrrwOrLendDisqualifiedPrsnInd
Furn Goods Disqualified Prsn0FurnGoodsDisqualifiedPrsnInd
Pay Comp Disqualified PrsnYes (1)PayCompDisqualifiedPrsnInd
Transfer Ast Disqualified Prsn0TransferAstDisqualifiedPrsnInd
Payment To Government Official0PaymentToGovernmentOfficialInd
Acts Fail To Qlfy As Exceptions0ActsFailToQlfyAsExceptionsInd
Uncorrected Prior Acts0UncorrectedPriorActsInd
Undistributed Income PY0UndistributedIncomePYInd
Business Holdings0BusinessHoldingsInd
Jeopardy Investments0JeopardyInvestmentsInd
Uncorrected PY Jeopardy Invst0UncorrectedPYJeopardyInvstInd
Influence Legislation0InfluenceLegislationInd
Influence Election0InfluenceElectionInd
Grants To Individuals0GrantsToIndividualsInd
Grants To Organizations0GrantsToOrganizationsInd
Noncharitable Purpose0NoncharitablePurposeInd
Rcv Fnds To Pay Prsnl Bnft Cntrct0RcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft Cntrct0PayPremiumsPrsnlBnftCntrctInd
Prohibited Tax Shelter Trans0ProhibitedTaxShelterTransInd
Subj To Tax Rmnrtn Ex Prcht Pymt0SubjToTaxRmnrtnExPrchtPymtInd

Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp

Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (4 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdTitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmtEmployee Benefit ProgramEmployeeBenefitProgramAmtExpense Account Other AllwncExpenseAccountOtherAllwncAmt
DUDLEY S BLOSSOM
1111 SUPERIOR AVE STE 700CLEVELANDOH44114PRESIDENT1.00$0$0$0
KATHRYN F BLOSSOM
1111 SUPERIOR AVE STE 700CLEVELANDOH44114VICE-PRES.0.10$0$0$0
DANIEL L HORN
1375 EAST 9TH STREET 9TH FLOORCLEVELANDOH44114SECRETARY0.60$7,519$0$0
RICHARD TANNER
1111 SUPERIOR AVE STE 700CLEVELANDOH44114TRUSTEE0.60$0$0$0
FieldValueIRS element (for citing)
Comp Of Hghst Pd Empl Or NONENONECompOfHghstPdEmplOrNONETxt
Other Employee Paid Over50k0OtherEmployeePaidOver50kCnt
Comp Of Hghst Pd Cntrct Or NONENONECompOfHghstPdCntrctOrNONETxt
Contractor Paid Over50k0ContractorPaidOver50kCnt

Sum Of Program Related Invst SumOfProgramRelatedInvstGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Minimum Investment Return MinimumInvestmentReturnGrp

FieldValueIRS element (for citing)
Average Monthly FMV Of Sec$9,639,984AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$94,780AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$9,734,764TotalFMVOfUnusedAssetsAmt
Reduction Claimed$0ReductionClaimedAmt
Acquisition Indebtedness$0AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast$9,734,764AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$146,021CashDeemedCharitableAmt
Net Vl Noncharitable Assets$9,588,743NetVlNoncharitableAssetsAmt
Minimum Investment Return$479,437MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$479,437MinimumInvestmentReturnAmt
Tax Based On Investment Income$10,564TaxBasedOnInvestmentIncomeAmt
Total Tax$10,564TotalTaxAmt
Distributable Before Adj$468,873DistributableBeforeAdjAmt
Recoveries Qualfied Distri$0RecoveriesQualfiedDistriAmt
Distributable Before Ded$468,873DistributableBeforeDedAmt
Deduction From Distributable$0DeductionFromDistributableAmt
Distributable As Adjusted$468,873DistributableAsAdjustedAmt

PF Qualifying Distributions PFQualifyingDistributionsGrp

FieldValueIRS element (for citing)
Expenses And Contributions$815,391ExpensesAndContributionsAmt
Program Related Invst Total$0ProgramRelatedInvstTotalAmt
Qualifying Distributions$815,391QualifyingDistributionsAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$468,873DistributableAsAdjustedAmt
Undistributed Income PY$0UndistributedIncomePYAmt
Total For Prior Years$0TotalForPriorYearsAmt
Excess Distribution Cyov Yr4$82,704ExcessDistributionCyovYr4Amt
Total Excess Distribution Cyov$82,704TotalExcessDistributionCyovAmt
Qualifying Distributions$815,391QualifyingDistributionsAmt
Applied To Year1$0AppliedToYear1Amt
Applied To Prior Years$0AppliedToPriorYearsAmt
Treated As Distri From Corpus$0TreatedAsDistriFromCorpusAmt
Applied To Current Year$468,873AppliedToCurrentYearAmt
Remaining Distri From Corpus$346,518RemainingDistriFromCorpusAmt
Excess Distri Cyov App CY Corpus$0ExcessDistriCyovAppCYCorpusAmt
Excess Distribution Cyov App CY$0ExcessDistributionCyovAppCYAmt
Total Corpus$429,222TotalCorpusAmt
Prior Year Undistributed Incm$0PriorYearUndistributedIncmAmt
Prior Year Deficiency Or Tax$0PriorYearDeficiencyOrTaxAmt
Taxable1$0Taxable1Amt
Taxable2$0Taxable2Amt
Undistributed Income CY$0UndistributedIncomeCYAmt
Corpus Distri170b1 E Or4942g3$0CorpusDistri170b1EOr4942g3Amt
Excess Distri Cyov From Yr5$0ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr$429,222ExcessDistriCyovToNextYrAmt
Excess From Year4$82,704ExcessFromYear4Amt
Excess From Current Year$346,518ExcessFromCurrentYearAmt

Supplementary Information SupplementaryInformationGrp

Application Submission Info ApplicationSubmissionInfoGrp

FieldValueIRS element (for citing)
Recipient PersonMN ADVISORY SERVICES LLCRecipientPersonNm

Recipient US Address RecipientUSAddress

FieldValueIRS element (for citing)
Address Line11111 SUPERIOR AVE STE 700AddressLine1Txt
CityCLEVELANDCityNm
State AbbreviationOHStateAbbreviationCd
ZIP44114ZIPCd
FieldValueIRS element (for citing)
Recipient Phone2163636489RecipientPhoneNum
Form And Info And MaterialsGRANT SEEKERS ARE REQUESTED TO ONLY SUBMIT A SUMMARY LETTER OF NOT MORE THAN TWO PAGES, WITHOUT ATTACHMENTS OR ENCLOSURESFormAndInfoAndMaterialsTxt
Submission DeadlinesNONESubmissionDeadlinesTxt
Restrictions On AwardsPUBLIC CHARITIES SELECTED BY THE TRUSTEESRestrictionsOnAwardsTxt

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (36 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient RelationshipRecipientRelationshipTxtRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmt
AMERICAN YOUTH SOCCER ORGANIZATION
19750 S VERMONT AVETORRANCECA90502N/APUBLICNEW HIGH SCHOOL$5,000
ALPHA USA
411 IDLEBROOK DRWADSWORTHOH44281N/APUBLICGENERAL SUPPORT$10,000
ASSEMBLIES OF GOD WORLD MISSIONS
1445 NORTH BOONVILLE AVESPRINGFIELDMO65802N/APUBLICSUPPORT MISSIONARY MINISTRY OF BOB STETZ AND HIS FAMILY IN SWITZERLAND$3,000
BOYS AND GIRLS CLUB OF BRATTLEBORO
17 FLAT STREETBRATTLEBOROVT05301N/APUBLICSUPPORT FOR SOUTHERN VERMONT DISTRICT$2,500
BUILDING HOPE IN THE CITY
PO BOX 93568CLEVELANDOH44101N/APUBLICSUPPORT OF HOPE CENTER FOR REFUGEES AND IMMIGRANTS$25,000
CHILDREN'S HOSPITAL LOS ANGELES
4650 SUNSET BLVDLOS ANGELESCA90027N/APUBLICGENERAL SUPPORT$5,000
CLEVELAND LUTHERAN HIGH SCHOOL ASSOCIATION
3870 LINDEN RDROCKY RIVEROH44116N/APUBLICWORLD VISION IGNITE PARTNERSHIP$17,500
FALCON CHILDRENS HOME AND FAMILY SERVICES
PO BOX 39FALCONNC28342N/APUBLICGENERAL SUPPORT$8,383
FONDATION MOMPRINCE THOMAS INC
PO BOX 328ZIONSVILLEIN46077N/APUBLICGENERAL SUPPORT$15,000
CROSS POINTE CHURCH
PO BOX 1046LAURINBURGNC28353N/APUBLICGENERAL SUPPORT$16,500
HARVESTNET MINISTRIES
PO BOX 6071CLEVELANDOH44101N/APUBLICGENERAL SUPPORT$15,000
INTERNATIONAL COOPERATING MINISTRIES
1901 NORTH ARMISTEAD AVEHAMPTONVA23666N/APUBLICGENERAL SUPPORT$11,500
JESUSONLINE MINISTRIES
PO BOX 1643HIGLEYAZ85236N/APUBLICGENERAL SUPPORT$18,000
MALONE UNIVERSITY
2600 CLEVELAND AVE NWCANTONOH44709N/APUBLICPIONEER PARK$99,179
GRAMMAR SCHOOL
69 HICKORY RIDGE RD SPUTNEYVT05346N/APUBLICGENERAL SUPPORT$2,500
OUR PLACE DROP-IN CENTER
4 ISLAND STBELLOWS FALLSVT05101N/APUBLICGENERAL SUPPORT$2,500
RIVENDELL INSTITUTE
291 EDWARDS STNEW HAVENCT06511N/APUBLICGENERAL SUPPORT$13,000
RIVER GALLERY SCHOOL INC
32 MAIN ST 201BRATTLEBOROVT05301N/APUBLICGENERAL SUPPORT$2,500
SAINT MARTIN DE PORRES
6202 ST CLAIR AVECLEVELANDOH44103N/APUBLICGENERAL SUPPORT$49,661
GREATER CLEVELAND YOUTH FOR CHRIST
709 BROOKPARK RD SUNE LL1CLEVELANDOH44109N/APUBLICGENERAL SUPPORT$25,000
SPIRIT OF FAITH ADOPTIONS INC
26032 DETROIT RD SUITE 5WESTLAKEOH44145N/APUBLICGENERAL SUPPORT$65,067
IHS FOUNDATION
PO BOX 31750INDEPENDENCEOH44131N/APUBLICMISSION INCREASE$20,000
MAINE ISLAND TRAILS ASSOCIATION
100 KENSINGTON ST 2ND FLPORTLANDME04103N/APUBLICGENERAL SUPPORT$10,000
THE SOURCE
7947 NORTH TAMIAMI TRAILSARASOTAFL34243N/APUBLICGENERAL SUPPORT$20,000
TRINITY SCHOOL OF MINISTRY
311 ELEVENTH STAMBRIDGEPA15003N/APUBLICTHE TRINITY FUND$30,000
WINDMILL HILL PINNACLE ASSOCIATION
PO BOX 584SAXTONS RIVERVT05154N/APUBLICGENERAL SUPPORT$2,500
YOUNG LIFE
27070 DETROIT RDWESTLAKEOH44145N/APUBLICGENERAL SUPPORT$10,000
OPEN DOOR CHRISTIAN SCHOOLS
8287 WEST RIDGE RDELYRIAOH44035N/APUBLICGENERAL SUPPORT$50,000
PREGNANCY CENTER INC
1503 24TH STREETVERO BEACHFL32960N/APUBLICCHALLENGE FOR HOUSE$100,000
PUTNEY SCHOOL
418 HOUGHTON BROOK RDPUTNEYVT05346N/APUBLICGENERAL SUPPORT$2,500
SCRANTON ROAD MINISTRIES CDC
3095 SCRANTON RDCLEVELANDOH44113N/APUBLICGENERAL SUPPORT$12,500
SCRATCH FOUNDATION
201 SOUTH STREETBOSTONMA02111N/APUBLICGENERAL SUPPORT$5,000
TEENS TO TRAILS
179 NEPTUNE DRBRUNSWICKME04011N/APUBLICGENERAL SUPPORT$5,000
VERO BEACH ACADEMY
1280 27TH AVEVERO BEACHFL32960N/APUBLICGENERAL SUPPORT$25,000
WEST SIDE CHRISTIAN ACADEMY
23096 CENTER RIDGE RDWESTLAKEOH44145N/APUBLICGENERAL SUPPORT$50,000
WOMEN'S REFUGE OF VERO BEACH
PO BOX 1484VERO BEACHFL32961N/APUBLICGENERAL SUPPORT$50,000
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$804,290TotalGrantOrContriPdDurYrAmt

Grant Or Contri Apprv For Fut GrantOrContriApprvForFutGrp (2 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient RelationshipRecipientRelationshipTxtRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmt
SAINT MARTIN DE PORRES
6202 ST CLAIR AVECLEVELANDOH44103N/APUBLICCONSTRUCTION OF PHASE II WING OF SCHOOL FACILITY$350,000
MALONE UNIVERSITY
2600 CLEVELAND AVE NWCANTONOH44709N/APUBLICBUILDING A BOLDER VISION CAMPAIGN$200,000
FieldValueIRS element (for citing)
Total Grant Or Contri Apprv Fut$550,000TotalGrantOrContriApprvFutAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd

Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$148,157ExclusionAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Exclusion18ExclusionCd
Exclusion$694,739ExclusionAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Unrelated Business Taxbl Incm$0UnrelatedBusinessTaxblIncmAmt
Exclusion$842,896ExclusionAmt
Related Or Exempt Function Incm$0RelatedOrExemptFunctionIncmAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$842,896TotalIncomeProducingActyAmt

Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp

FieldValueIRS element (for citing)
Trnsfr Of Cash To Nonchrtbl EO0TrnsfrOfCashToNonchrtblEOInd
Trnsfr Other Asset Nonchrtbl EO0TrnsfrOtherAssetNonchrtblEOInd
Sales Or Exchanges Of Assets0SalesOrExchangesOfAssetsInd
Purchase Of Assets Nonchrtbl EO0PurchaseOfAssetsNonchrtblEOInd
Rental Of Facilities Oth Assets0RentalOfFacilitiesOthAssetsInd
Reimbursement Arrangements0ReimbursementArrangementsInd
Loans Or Loan Guarantees0LoansOrLoanGuaranteesInd
Performance Of Services Etc0PerformanceOfServicesEtcInd
Sharing Of Facilities Etc0SharingOfFacilitiesEtcInd
Relationships Nonchrtbl EO0RelationshipsNonchrtblEOInd

Accounting Fees Schedule AccountingFeesSchedule

Accounting Fees Detail AccountingFeesDetail

FieldValueIRS element (for citing)
CategoryM+N ADVISORY SERVICES LLCCategoryTxt
Amt$7,100Amt
Net Investment Income$0NetInvestmentIncomeAmt
Disbursements Charitable Prps$7,100DisbursementsCharitablePrpsAmt

Expln Of Non Filing With AG Stmt ExplnOfNonFilingWithAGStmt

FieldValueIRS element (for citing)
ExplanationTHE OHIO ATTORNEY GENERAL REQUESTS THAT OHIO FOUNDATIONS FILE AN ANNUAL REPORT ONLINE WITH THE ATTORNEY GENERAL'S OFFICE IN LIEU OF SENDING A COPY OF THE FEDERAL TAX RETURN, FORM 990-PF. THE CROSSROADS FOUNDATION HAS COMPLIED WITH THIS REQUEST.ExplanationTxt

Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule

Investments Corporate Bonds InvestmentsCorporateBondsGrp (7 entries)

BondBondNmEOY Book ValueEOYBookValueAmtEOYFMVEOYFMVAmt
ALTRIA GROUP, INC. 4.0% DUE 1/31/24$152,296$148,484
AMERICAN EXPRESS CO 3.4% DUE 2/27/23$50,046$49,964
GOLDMAN SACHS GROUP 3.85% DUE 1/26/27$154,883$142,818
JP MORGAN CHASE & CO 2.95% DUE 10/1/26$159,934$139,895
MORGAN STANLEY 3.625% DUE 1/20/27$155,673$141,453
STATE STREET CORP 3.1% DUE 5/15/23$150,549$148,998
VERIZON COMM 3.5% DUE 11/1/24$121,539$116,562

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp (44 entries)

StockStockNmEOY Book ValueEOYBookValueAmtEOYFMVEOYFMVAmt
ABBOTT LABS$43,111$181,154
ADOBE INC$126,641$100,959
AIR PRODUCTS & CHEMICALS, INC.$103,425$262,021
ALPHABET, INC.$62,958$177,460
ALTRIA GROUP, INC.$23,982$55,309
AMAZON COM INC$245,368$243,600
APPLE, INC.$15,500$472,945
ASML HOLDING NV NY REG. SHARES$31,680$191,240
AUTOMATIC DATA PROCESSING, INC.$10,057$59,715
BLACKROCK, INC.$54,492$173,614
BROADRIDGE FINL SOLUTIONS INC$61,211$67,065
CANADIAN PACIFIC RAILWAY, LTD.$33,225$100,697
CHEVRON CORP.$204,781$387,698
COCA COLA CO$75,371$190,830
COMCAST CORP A$83,892$131,138
E O G RES INC$106,502$116,568
EXXON MOBIL CORP$213,056$275,750
GARTNER INC$89,868$126,053
HESS CORP$176,125$255,276
INTERCONTINENTAL EXCHANGE INC$40,208$87,202
INTUIT INC$87,282$116,766
INTUITIVE SURGICAL INC$56,968$164,517
JP MORGAN CHASE & CO.$53,098$134,100
LAUDER, ESTEE COS., INC. CLASS A$11,842$155,069
MARRIOTT INTL INC$128,125$134,001
MASTERCARD INC$105,398$147,785
MCDONALD'S CORP.$16,530$131,765
MICROSOFT CORP$72,460$389,708
NESTLE SA SPNSRD. ADR$35,735$124,567
NIKE INC.$61,115$128,711
NOVO NORDISK ADR$74,136$263,913
OTIS WORLDWIDE CORP$9,771$23,493
PEPSICO, INC.$96,101$227,632
PHILIP MORRIS INTL., INC.$88,597$182,178
PROGRESSIVE CORP$104,753$181,594
RAYTHEON TECH CORP$77,676$145,325
SHERWIN WILLIAMS CO$57,574$88,999
SP GLOBAL INC$119,799$185,892
TEXAS INSTRUMENTS, INC.$44,936$223,047
UNION PACIFIC CORP$87,642$196,717
UNITEDHEALTH GROUP INC$60,763$238,581
VERISK ANALYTICS INC$36,074$64,393
VISA INC.$138,634$322,028
ZOETIS INC$68,607$62,284

Other Assets Schedule OtherAssetsSchedule

Other Assets Schedule OtherAssetsScheduleGrp (2 entries)

DescDescBOY Book ValueBOYBookValueAmtEOY Book ValueEOYBookValueAmtEOYFMVEOYFMVAmt
PREPAID BOND AMORTIZATION$7,167$3,377$3,377
INTEREST RECEIVABLE$0$681$681

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp (3 entries)

DescDescRevenue And Expenses Per BooksRevenueAndExpensesPerBooksAmtNet Investment IncomeNetInvestmentIncomeAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
OHIO FILING FEE$200$0$200
FOREIGN DIVD. INV FEES$87$87$0
BANK FEES$24$0$27

Other Increases Schedule OtherIncreasesSchedule

Other Increases Detail OtherIncreasesDetail

FieldValueIRS element (for citing)
DescUNRECOGNIZED GAIN ON TRANSFER OF APPRECIATED STOCK TO CHARITYDesc
Amt$99,829Amt

Other Professional Fees Schedule OtherProfessionalFeesSchedule

Other Professional Fees Detail OtherProfessionalFeesDetail (2 entries)

CategoryCategoryTxtAmtAmtNet Investment IncomeNetInvestmentIncomeAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
FAYEZ SAROFIM-INV MGMT. FEES$65,009$65,009$0
U.S. BANK - CUSTODIAN FEES$12,272$12,272$0

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail (2 entries)

CategoryCategoryTxtAmtAmtNet Investment IncomeNetInvestmentIncomeAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
EXCISE TAXES$4,500$0$0
FOREIGN DIVIDEND TAXES$1,793$1,793$0

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