CROSSROADS FOUNDATION: Form 990PF, tax year 2020
View the entire original 990 at ProPublica ↗
- Organization
- CROSSROADS FOUNDATION (EIN 34-1811495)
- Tax period
- 2020-01-01 to 2020-12-31
- Filed
- 2021-11-15
- IRS object ID
- 202103199349102770
- Schema version
- 2020v4.1
- 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
- Expln Of Non Filing With AG Stmt
- Investments Corp Bonds Schedule
- Investments Corp Stock Schedule
- Other Assets Schedule
- Other Expenses Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2021-11-15T10:40:40-06:00 | ReturnTs |
| Tax Period End | 2020-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 274398564 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | MN ADVISORY SERVICES LLC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1111 SUPERIOR AVE SUITE 700 | AddressLine1Txt |
| City | CLEVELAND | CityNm |
| State Abbreviation | OH | StateAbbreviationCd |
| ZIP | 441142540 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2020-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 341811495 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CROSSROADS FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | CROS | BusinessNameControlTxt |
| Phone | 2163636489 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1111 SUPERIOR AVE RMSTE 700 | AddressLine1Txt |
| City | CLEVELAND | CityNm |
| State Abbreviation | OH | StateAbbreviationCd |
| ZIP | 44114 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | DANIEL L HORN | PersonNm |
| Person Title | SECRETARY | PersonTitleTxt |
| Phone | 2163636489 | PhoneNum |
| Signature | 2021-11-11 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | DANIEL | PersonFirstNm |
| Person Last | HORN | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | 999009999 | SSN |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | JOSEPH P KOVALCHECK JR | PreparerPersonNm |
| PTIN | P00226301 | PTIN |
| Phone | 2163630100 | PhoneNum |
Additional Filer Information AdditionalFilerInformation
Trusted Customer TrustedCustomerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | 2 | TrustedCustomerCd |
| Authentication Assurance Level | AAL1 | AuthenticationAssuranceLevelCd |
| Identity Assurance Level | IAL1 | IdentityAssuranceLevelCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2020 | TaxYr |
| Build TS | 2022-09-23 18:48:47Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $9,798,973 | 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 |
| Dividends Rev And Expnss | $138,077 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $138,077 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $131,635 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $1,065,608 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $131,635 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $269,712 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $269,712 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $4,747 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $2,445 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $2,302 | CompOfcrDirTrstDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $6,600 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $0 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $6,600 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $52,422 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $52,422 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $27,312 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $1,812 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $407 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $207 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $200 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $91,488 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $56,886 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $9,102 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $326,500 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $326,500 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $417,988 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $56,886 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $335,602 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$148,276 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $212,826 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $1,316 | CashBOYAmt |
| Cash EOY | $7,768 | CashEOYAmt |
| Cash EOYFMV | $7,768 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $33,468 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $28,039 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $28,039 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $3,094,061 | CorporateStockBOYAmt |
| Corporate Stock EOY | $3,297,087 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $8,492,747 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $1,557,239 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $1,208,012 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $1,265,136 | CorporateBondsEOYFMVAmt |
| Other Assets BOY | $8,381 | OtherAssetsBOYAmt |
| Other Assets EOY | $5,283 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $5,283 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $4,694,465 | TotalAssetsBOYAmt |
| Total Assets EOY | $4,546,189 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $9,798,973 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $4,367,912 | CapitalStockBOYAmt |
| Capital Stock EOY | $4,367,912 | CapitalStockEOYAmt |
| Additional Paid In Capital BOY | $0 | AdditionalPaidInCapitalBOYAmt |
| Additional Paid In Capital EOY | $0 | AdditionalPaidInCapitalEOYAmt |
| Retained Earning BOY | $326,553 | RetainedEarningBOYAmt |
| Retained Earning EOY | $178,277 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $4,694,465 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $4,546,189 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $4,694,465 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $4,546,189 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $4,694,465 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$148,276 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $4,546,189 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $4,546,189 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (2 entries)
| PropertyPropertyDesc | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|
| VARIOUS PUBLICLY TRADED SEC-SEE STMT #11 | 2020-12-31 | $536,406 | $551,993 | -$15,587 | -$15,587 |
| VARIOUS PUBLICLY TRADED SEC-SEE STMT #12 | 2020-12-31 | $529,202 | $381,980 | $147,222 | $147,222 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $131,635 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $2,958 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $2,958 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $2,958 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $10,078 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $10,078 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $7,120 | OverpaymentAmt |
| Applied To ES Tax | $7,120 | AppliedToESTaxAmt |
| Refund | $0 | RefundAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | 0 | LegislativePoliticalActyInd |
| More Than100 Spent | 0 | MoreThan100SpentInd |
| Form1120 POL Filed | 0 | Form1120POLFiledInd |
| Section4955 Organization Tax | $0 | Section4955OrganizationTaxAmt |
| Section4955 Managers Tax | $0 | Section4955ManagersTaxAmt |
| Tax Reimbursed | $0 | TaxReimbursedAmt |
| Activities Not Previously Rpt | 0 | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | 0 | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | 0 | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (1) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (1) | AtLeast5000InAssetsInd |
| Org Report Or Register State | OH | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | 0 | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | 0 | PrivateOperatingFoundationInd |
| New Substantial Contributors | 0 | NewSubstantialContributorsInd |
| Own Controlled Entity | 0 | OwnControlledEntityInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | 0 | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
| Individual With Books | JOSEPH P KOVALCHECK JR | IndividualWithBooksNm |
| Phone | 2163636489 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1111 SUPERIOR AVE STE 700 | AddressLine1Txt |
| City | CLEVELAND | CityNm |
| State Abbreviation | OH | StateAbbreviationCd |
| ZIP | 44114 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | 0 | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | 0 | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | 0 | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | 0 | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | Yes (1) | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | 0 | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | 0 | PaymentToGovernmentOfficialInd |
| Acts Fail To Qlfy As Exceptions | 0 | ActsFailToQlfyAsExceptionsInd |
| Uncorrected Prior Acts | 0 | UncorrectedPriorActsInd |
| Undistributed Income PY | 0 | UndistributedIncomePYInd |
| Business Holdings | 0 | BusinessHoldingsInd |
| Jeopardy Investments | 0 | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | 0 | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | 0 | InfluenceLegislationInd |
| Influence Election | 0 | InfluenceElectionInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Noncharitable Purpose | 0 | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | 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 | Employee Benefit ProgramEmployeeBenefitProgramAmt | Expense Account Other AllwncExpenseAccountOtherAllwncAmt |
|---|---|---|---|---|---|---|---|---|
| DUDLEY S BLOSSOM | ||||||||
| 1111 SUPERIOR AVE STE 700 | CLEVELAND | OH | 44114 | PRESIDENT | 1.00 | $0 | $0 | $0 |
| KATHRYN F BLOSSOM | ||||||||
| 1111 SUPERIOR AVE STE 700 | CLEVELAND | OH | 44114 | VICE-PRES. | 0.10 | $0 | $0 | $0 |
| DANIEL L HORN | ||||||||
| 1375 EAST 9TH STREET 9TH FLOOR | CLEVELAND | OH | 44114 | SECRETARY | 0.60 | $4,747 | $0 | $0 |
| RICHARD TANNER | ||||||||
| 1111 SUPERIOR AVE STE 700 | CLEVELAND | OH | 44114 | TRUSTEE | 0.60 | $0 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
| Contractor Paid Over50k | 0 | ContractorPaidOver50kCnt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $8,485,933 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $34,719 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $8,520,652 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $8,520,652 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $127,810 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $8,392,842 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $419,642 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $419,642 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $2,958 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $2,958 | TotalTaxAmt |
| Distributable Before Adj | $416,684 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $416,684 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $416,684 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $335,602 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $335,602 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $0 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $335,602 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $416,684 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr3 | $127,989 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $146,636 | ExcessDistributionCyovYr2Amt |
| Total Excess Distribution Cyov | $274,625 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $335,602 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $335,602 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $0 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $81,082 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $81,082 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $193,543 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Prior Year Deficiency Or Tax | $0 | PriorYearDeficiencyOrTaxAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $0 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $193,543 | ExcessDistriCyovToNextYrAmt |
| Excess From Year3 | $46,907 | ExcessFromYear3Amt |
| Excess From Year2 | $146,636 | ExcessFromYear2Amt |
Supplementary Information SupplementaryInformationGrp
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | MN ADVISORY SERVICES LLC | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1111 SUPERIOR AVE STE 700 | AddressLine1Txt |
| City | CLEVELAND | CityNm |
| State Abbreviation | OH | StateAbbreviationCd |
| ZIP | 44114 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 2163636489 | RecipientPhoneNum |
| Form And Info And Materials | GRANT SEEKERS ARE REQUESTED TO ONLY SUBMIT A SUMMARY LETTER OF NOT MORE THAN TWO PAGES, WITHOUT ATTACHMENTS OR ENCLOSURES | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | NONE | SubmissionDeadlinesTxt |
| Restrictions On Awards | PUBLIC CHARITIES SELECTED BY THE TRUSTEES | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (23 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| AGAPE CHRISTIAN ACADEMY | |||||||
| 14220 CHARDON TROY ROAD | BURTON | OH | 44021 | N/A | PUBLIC | NEW HIGH SCHOOL | $20,000 |
| ASSEMBLIES OF GOD WORLD MISSIONS | |||||||
| 1445 NORTH BOONVILLE AVE | SPRINGFIELD | MO | 65802 | N/A | PUBLIC | GENERAL SUPPORT | $3,000 |
| BLINKNOW FOUNDATION | |||||||
| PO BOX 453 | MENDHAM | NJ | 07945 | N/A | PUBLIC | GENERAL SUPPORT | $1,000 |
| BUILDING HOPE IN THE CITY | |||||||
| PO BOX 93568 | CLEVELAND | OH | 44101 | N/A | PUBLIC | GENERAL SUPPORT | $5,000 |
| CHRISTIAN COMMUNITY SCHOOL | |||||||
| 35716 ROYALTON RD | GRAFTON | OH | 44044 | N/A | PUBLIC | PURCHASE OF TEACHING MATERIAL | $10,000 |
| CLEVELAND LUTHERAN HIGH SCHOOL ASSOC | |||||||
| 3870 LINDEN RD | ROCKY RIVER | OH | 44116 | N/A | PUBLIC | GENERAL SUPPORT OF LUTHERAN EAST | $5,000 |
| COASTAL MAINE BOTANICAL GARDENS INC | |||||||
| 105 BOTANICAL GARDENS DR | BOOTHBAY | ME | 04537 | N/A | PUBLIC | GENERAL SUPPORT | $1,500 |
| FONDATION MOMPRINCE THOMAS INC | |||||||
| PO BOX 328 | ZIONSVILLE | IN | 46077 | N/A | PUBLIC | GENERAL SUPPORT | $10,000 |
| GAP INTERNATIONAL | |||||||
| 4006 SADDLEHORN BEN SW | DECTUR | AL | 35603 | N/A | PUBLIC | GENERAL SUPPORT | $1,000 |
| GREATER LOS ANGELES ZOO ASSOC | |||||||
| 5333 ZOO DR | LOS ANGELES | CA | 90027 | N/A | PUBLIC | GENERAL SUPPORT | $10,000 |
| INTERNATIONAL COOPERATING MINISTRIES | |||||||
| 1901 NORTH ARMISTEAD AVE | HAMPTON | VA | 23666 | N/A | PUBLIC | CANTON PERU HOPE CENTER IN GUATEMALA | $9,000 |
| MAHOOSUC PATHWAYS INC | |||||||
| 14 MAIN ST | BETHEL | ME | 04217 | N/A | PUBLIC | GENERAL SUPPORT | $2,500 |
| MAINE ISLAND TRAIL ASSOC | |||||||
| 100 KENSINGTON ST 2ND FL | PORTLAND | ME | 04103 | N/A | PUBLIC | GENERAL SUPPORT | $5,000 |
| MALONE UNIVERSITY | |||||||
| 2600 CLEVELAND AVE NW | CANTON | OH | 44709 | N/A | PUBLIC | BUILDING A BOLDER VISION CAMPAIGN | $100,000 |
| OUR PLACE DROP-IN CENTER | |||||||
| 4 ISLAND ST | BELLOWS FALLS | VT | 05101 | N/A | PUBLIC | GENERAL SUPPORT | $4,000 |
| RIVER GALLERY SCHOOL INC | |||||||
| 32 MAIN ST 201 | BRATTLEBORO | VT | 05301 | N/A | PUBLIC | GENERAL SUPPORT | $3,000 |
| SAINT MARTIN DE PORRES | |||||||
| 6202 ST CLAIR AVE | CLEVELAND | OH | 44103 | N/A | PUBLIC | NEW BUILDING | $50,000 |
| SPIRIT OF FAITH ADOPTIONS INC | |||||||
| 26032 DETROIT RD SUITE 5 | WESTLAKE | OH | 44145 | N/A | PUBLIC | GENERAL SUPPORT | $10,000 |
| THE GRAMMAR SCHOOL | |||||||
| 69 HICKORY RIDGE RD S | PUTNEY | VT | 05346 | N/A | PUBLIC | ATHLETIC PROGRAM | $3,000 |
| THE ISAIAH PROJECT | |||||||
| 7400 FLOYDSBURG RD | CRESTWOOD | KY | 40014 | N/A | PUBLIC | HIRING MENTOR | $6,000 |
| THE SOURCE | |||||||
| 7947 NORTH TAMIAMI TRAIL | SARASOTA | FL | 34243 | N/A | PUBLIC | GENERAL SUPPORT | $10,000 |
| WESTSIDE CHRISTIAN ACADEMY | |||||||
| 23096 CENTER RIDGE RD | WESTLAKE | OH | 44145 | N/A | PUBLIC | CAPITAL CAMPAIGN | $50,000 |
| YOUNG LIFE | |||||||
| 27070 DETROIT RD | WESTLAKE | OH | 44145 | N/A | PUBLIC | HIRING STAFFING PERSONNEL | $7,500 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $326,500 | TotalGrantOrContriPdDurYrAmt |
Grant Or Contri Apprv For Fut GrantOrContriApprvForFutGrp (3 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| AGAPE CHRISTIAN ACADEMY | |||||||
| 14220 CHARDON TROY ROAD | BURTON | OH | 44021 | N/A | PUBLIC | NEW HIGH SCHOOL | $20,000 |
| MALONE UNIVERSITY | |||||||
| 2600 CLEVELAND AVE NW | CANTON | OH | 44709 | N/A | PUBLIC | BUILDING A BOLDER VISION CAMPAIGN | $400,000 |
| SAINT MARTIN DE PORRES | |||||||
| 6202 ST CLAIR AVE | CLEVELAND | OH | 44103 | N/A | PUBLIC | NEW BUILDING | $450,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Apprv Fut | $870,000 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $138,077 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $131,635 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $269,712 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $269,712 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | 0 | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | 0 | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | 0 | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | 0 | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | 0 | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | 0 | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | 0 | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | 0 | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | 0 | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | 0 | RelationshipsNonchrtblEOInd |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | M+N ADVISORY SERVICES LLC | CategoryTxt |
| Amt | $6,600 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $6,600 | DisbursementsCharitablePrpsAmt |
Expln Of Non Filing With AG Stmt ExplnOfNonFilingWithAGStmt
| Field | Value | IRS element (for citing) |
|---|---|---|
| Explanation | THE 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 (8 entries)
| BondBondNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| ALTRIA GROUP, INC. 4.0% DUE 1/31/24 | $156,387 | $164,694 |
| AMERICAN EXPRESS CO 3.4% DUE 2/27/23 | $153,958 | $159,534 |
| GOLDMAN SACHS GROUP 3.85% DUE 1/26/27 | $157,852 | $171,180 |
| JP MORGAN CHASE & CO. 2.55% DUE 3/1/21 | $150,084 | $150,238 |
| MORGAN STANLEY 3.625% DUE 1/20/27 | $158,256 | $171,783 |
| PHILIP MORRIS INTL., INC. 2.5% DUE 11/2/22 | $151,230 | $155,665 |
| STATE STREET CORP 3.1% DUE 5/15/23 | $153,445 | $159,500 |
| VERIZON COMM 3.5% DUE 11/1/24 | $126,800 | $132,542 |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (44 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| ABBOTT LABS | $64,563 | $202,557 |
| ABBVIE INC | $18,139 | $94,292 |
| ADOBE INC | $126,641 | $150,036 |
| AIR PRODUCTS & CHEMICALS, INC. | $103,425 | $232,237 |
| ALPHABET, INC. | $170,596 | $402,932 |
| ALTRIA GROUP, INC. | $40,829 | $84,460 |
| AMAZON COM INC | $264,354 | $504,824 |
| APPLE, INC. | $21,887 | $682,027 |
| ASML HOLDING NV NY REG. SHARES | $39,263 | $207,281 |
| AUTOMATIC DATA PROCESSING, INC. | $10,057 | $44,050 |
| BLACKROCK, INC. | $78,871 | $234,500 |
| BROADRIDGE FINL SOLUTIONS INC | $61,211 | $76,600 |
| CANADIAN PACIFIC RAILWAY, LTD. | $36,928 | $104,007 |
| CHEVRON CORP. | $58,205 | $89,517 |
| CHUBB LTD | $77,654 | $123,136 |
| COCA COLA CO | $75,371 | $164,520 |
| COMCAST CORP A | $83,892 | $196,500 |
| FACEBOOK INC. A | $144,772 | $443,885 |
| IHS MARKIT LTD | $48,298 | $53,898 |
| INTERCONTINENTAL EXCHANGE INC | $40,208 | $97,997 |
| INTUIT INC | $119,579 | $151,940 |
| INTUITIVE SURGICAL INC | $104,107 | $245,430 |
| JP MORGAN CHASE & CO. | $69,556 | $184,252 |
| LAUDER, ESTEE COS., INC. CLASS A | $17,242 | $242,233 |
| MASIMO CORP | $53,828 | $67,095 |
| MASTERCARD INC | $105,398 | $151,699 |
| MCDONALD'S CORP. | $16,530 | $107,290 |
| MICROSOFT CORP | $154,152 | $711,744 |
| NESTLE SA SPNSRD. ADR | $35,735 | $127,224 |
| NIKE INC. | $61,115 | $155,617 |
| NOVO NORDISK ADR | $21,496 | $111,760 |
| OTIS WORLDWIDE CORP | $9,771 | $20,265 |
| PEPSICO, INC. | $80,558 | $179,443 |
| PHILIP MORRIS INTL., INC. | $88,597 | $149,022 |
| PROGRESSIVE CORP | $119,597 | $158,208 |
| RAYTHEON TECH CORP | $65,131 | $92,963 |
| ROCHE HOLDING LTD. SPNSD. ADR | $56,574 | $127,136 |
| SHERWIN WILLIAMS CO | $57,574 | $91,864 |
| SP GLOBAL INC | $104,199 | $164,365 |
| TEXAS INSTRUMENTS, INC. | $44,936 | $221,576 |
| UNION PACIFIC CORP | $87,642 | $197,809 |
| UNITEDHEALTH GROUP INC | $108,849 | $245,476 |
| VERISK ANALYTICS INC | $49,417 | $103,795 |
| VISA INC. | $100,340 | $295,285 |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp (2 entries)
| DescDesc | BOY Book ValueBOYBookValueAmt | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| INTEREST INCOME RECEIVABLE | $24 | $0 | $0 |
| PREPAID BOND AMORTIZATION | $8,357 | $5,283 | $5,283 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| OHIO FILING FEE | $200 | $0 | $200 |
| FOREIGN DIVD. INV FEES | $207 | $207 | $0 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| FAYEZ SAROFIM-INV MGMT. FEES | $41,807 | $41,807 | $0 |
| U.S. BANK - CUSTODIAN FEES | $10,615 | $10,615 | $0 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| EXCISE TAXES | $25,500 | $0 | $0 |
| FOREIGN DIVIDEND TAXES | $1,812 | $1,812 | $0 |
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