CROSSROADS FOUNDATION: Form 990PF, tax year 2019
View the entire original 990 at ProPublica ↗
- Organization
- CROSSROADS FOUNDATION (EIN 34-1811495)
- Tax period
- 2019-01-01 to 2019-12-31
- Filed
- 2020-11-16
- IRS object ID
- 202013219349101341
- Schema version
- 2019v5.1
- 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 | 2020-11-16T09:44:05-06:00 | ReturnTs |
| Tax Period End | 2019-12-31 | 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 | 2019-01-01 | 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 | 2020-11-16 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | JOSEPH P KOVALCHECK JR | PreparerPersonNm |
| PTIN | P00226301 | PTIN |
| Phone | 2163630100 | PhoneNum |
Filing Security Information FilingSecurityInformation
IP Address IPAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| I Pv4 Address | 74.137.84.134 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IP | 2020-11-16 | IPDt |
| IP Tm | 09:16:41 | IPTm |
| IP Timezone | ES | IPTimezoneCd |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | DA39A3EE5E6B4B0D3255BFEF95601890AFD80709 | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | DF9D49F55364136FC933B75C05DBC96E6C9C9268 | AtSubmissionFilingDeviceId |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2019 | TaxYr |
| Build TS | 2021-04-22 16:20:28Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $8,372,590 | 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 | $145,881 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $145,881 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $931,887 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $2,443,712 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $931,887 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $1,077,768 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $1,077,768 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $4,549 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $2,407 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $2,142 | CompOfcrDirTrstDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $6,340 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $0 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $6,340 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $50,781 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $50,781 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $8,457 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $3,034 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $638 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $438 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $200 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $70,765 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $56,660 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $8,682 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $197,600 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $197,600 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $268,365 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $56,660 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $206,282 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $809,403 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $1,021,108 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $5,279 | CashBOYAmt |
| Cash EOY | $1,316 | CashEOYAmt |
| Cash EOYFMV | $1,316 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $35,225 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $33,468 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $33,468 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $3,844,518 | CorporateStockBOYAmt |
| Corporate Stock EOY | $3,094,061 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $6,770,182 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $0 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $1,557,239 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $1,559,243 | CorporateBondsEOYFMVAmt |
| Other Assets BOY | $40 | OtherAssetsBOYAmt |
| Other Assets EOY | $8,381 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $8,381 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $3,885,062 | TotalAssetsBOYAmt |
| Total Assets EOY | $4,694,465 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $8,372,590 | 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 | -$482,850 | RetainedEarningBOYAmt |
| Retained Earning EOY | $326,553 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $3,885,062 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $4,694,465 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $3,885,062 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $4,694,465 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $3,885,062 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $809,403 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $4,694,465 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $4,694,465 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (4 entries)
| PropertyPropertyDesc | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|
| US BANK-SEE STMT 11 | 2019-12-31 | $280,562 | $284,687 | -$4,125 | -$4,125 |
| US BANK-SEE STMT 12 | 2019-12-31 | $2,158,656 | $1,227,138 | $931,518 | $931,518 |
| FOX CORP CL B-EXCHANGE | 2019-03-19 | $4,347 | $4,347 | $4,347 | |
| SECURITIES LITIGATION SETTLEMENTS | 2019-03-21 | $147 | $147 | $147 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $931,887 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | 0 | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $490,568 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $7,078,484 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.069304 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $531,566 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $6,758,794 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.078648 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $583,154 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $6,399,994 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.091118 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $462,274 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $6,841,029 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.067574 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $325,285 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $6,919,586 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.047009 | DistributionYr5Rt |
| Total Distribution | 0.353653 | TotalDistributionRt |
| Average Distribution | 0.070731 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $7,500,585 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $530,524 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $10,211 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $540,735 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $206,282 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $20,422 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $20,422 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $20,422 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $5,000 | EstimatedPlusOvpmtIncmTxAmt |
| Extsn Request Income Tax Paid | $25,500 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $30,500 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $10,078 | OverpaymentAmt |
| Applied To ES Tax | $10,078 | 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 | $4,549 | $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 | $7,574,833 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $39,974 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $7,614,807 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $7,614,807 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $114,222 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $7,500,585 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $375,029 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $375,029 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $20,422 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $20,422 | TotalTaxAmt |
| Distributable Before Adj | $354,607 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $354,607 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $354,607 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $206,282 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $206,282 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $0 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $206,282 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $354,607 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr3 | $76,586 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $199,728 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $146,636 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $422,950 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $206,282 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $206,282 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $0 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $148,325 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $148,325 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $274,625 | 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 | $274,625 | ExcessDistriCyovToNextYrAmt |
| Excess From Year2 | $127,989 | ExcessFromYear2Amt |
| Excess From Year1 | $146,636 | ExcessFromYear1Amt |
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
Recipient Business Name RecipientBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | SEE STATEMENT 13 | BusinessNameLine1Txt |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | SEE STMT | AddressLine1Txt |
| City | SEE STMT | CityNm |
| State Abbreviation | OH | StateAbbreviationCd |
| ZIP | 44021 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Relationship | N/A | RecipientRelationshipTxt |
| Recipient Foundation Status | PUBLIC | RecipientFoundationStatusTxt |
| Grant Or Contribution Purpose | SEE STMT | GrantOrContributionPurposeTxt |
| Amt | $197,600 | Amt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $197,600 | TotalGrantOrContriPdDurYrAmt |
Grant Or Contri Apprv For Fut GrantOrContriApprvForFutGrp
Recipient Business Name RecipientBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | AGAPE CHRISTIAN ACADEMY | BusinessNameLine1Txt |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 14220 CHARDON TROY ROAD | AddressLine1Txt |
| City | BURTON | CityNm |
| State Abbreviation | OH | StateAbbreviationCd |
| ZIP | 44021 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Relationship | N/A | RecipientRelationshipTxt |
| Recipient Foundation Status | PUBLIC | RecipientFoundationStatusTxt |
| Grant Or Contribution Purpose | NEW HIGH SCHOOL | GrantOrContributionPurposeTxt |
| Amt | $40,000 | Amt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Apprv Fut | $40,000 | 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 | $145,881 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $931,887 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $1,077,768 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $1,077,768 | 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 | $6,340 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $6,340 | 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 (10 entries)
| BondBondNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| ALTRIA GROUP, INC. 4.0% DUE 1/31/24 | $158,355 | $159,168 |
| AMERICAN EXPRESS CO 3.4% DUE 2/27/23 | $155,808 | $155,754 |
| GOLDMAN SACHS GROUP 3.85% DUE 1/26/27 | $159,276 | $159,682 |
| JP MORGAN CHASE & CO. 2.55% DUE 3/1/21 | $151,105 | $151,161 |
| MCDONALD'S CORP. 2.75% DUE 12/9/20 | $151,236 | $151,026 |
| MORGAN STANLEY 3.625% DUE 1/20/27 | $159,497 | $159,721 |
| PHILIP MORRIS INTL., INC. 2.5% DUE 11/2/22 | $151,912 | $152,222 |
| STATE STREET CORP 3.1% DUE 5/15/23 | $154,847 | $154,788 |
| VERIZON COMM 3.125% DUE 3/16/22 | $153,985 | $153,960 |
| WELLS FARGO CO. 4.1% DUE 6/3/26 | $161,218 | $161,761 |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (45 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| ABBOTT LABS | $28,511 | $130,290 |
| ABBVIE INC | $23,292 | $100,050 |
| AIR PRODUCTS & CHEMICALS, INC. | $103,425 | $199,742 |
| ALPHABET, INC. | $133,080 | $267,404 |
| ALTRIA GROUP, INC. | $40,829 | $102,815 |
| AMAZON COM INC | $162,515 | $184,784 |
| AMERICAN EXPRESS CO | $89,882 | $130,714 |
| APPLE, INC. | $27,572 | $465,435 |
| ASML HOLDING NV NY REG. SHARES | $39,263 | $125,775 |
| AUTOMATIC DATA PROCESSING, INC. | $10,057 | $42,625 |
| BERKSHIRE HATHAWAY, INC. CLASS A | $7,245 | $39,638 |
| BLACKROCK, INC. | $78,871 | $163,377 |
| BOOKING HOLDINGS INC | $86,843 | $92,418 |
| BROADRIDGE FINL SOLUTIONS INC | $61,211 | $61,770 |
| CANADIAN PACIFIC RAILWAY, LTD. | $36,928 | $76,485 |
| CHEVRON CORP. | $58,205 | $127,741 |
| CHUBB LTD | $77,654 | $124,528 |
| COCA COLA CO. | $85,499 | $185,422 |
| COMCAST CORP A | $83,892 | $168,638 |
| CONOCOPHILLIPS | $12,966 | $16,257 |
| EXXON MOBIL CORP. | $181,192 | $153,516 |
| FACEBOOK INC. A | $155,396 | $354,056 |
| INTERCONTINENTAL EXCHANGE INC | $40,208 | $78,668 |
| INTUITIVE SURGICAL INC | $104,107 | $177,345 |
| JP MORGAN CHASE & CO. | $69,556 | $202,130 |
| LAUDER, ESTEE COS., INC. CLASS A | $17,242 | $187,951 |
| MASTERCARD INC | $105,398 | $126,901 |
| MCDONALD'S CORP. | $16,530 | $98,805 |
| MICROSOFT CORP | $154,152 | $504,640 |
| NESTLE SA SPNSRD. ADR | $35,735 | $116,921 |
| NIKE INC. | $61,115 | $111,441 |
| NOVO NORDISK ADR | $21,496 | $92,608 |
| PEPSICO, INC. | $28,652 | $110,703 |
| PHILIP MORRIS INTL., INC. | $108,285 | $187,198 |
| PROGRESSIVE CORP | $66,798 | $65,151 |
| ROCHE HOLDING LTD. SPNSD. ADR | $56,574 | $117,914 |
| SHERWIN WILLIAMS CO | $57,574 | $72,943 |
| SP GLOBAL INC | $104,199 | $136,525 |
| TEXAS INSTRUMENTS, INC. | $44,936 | $173,192 |
| UNION PACIFIC CORP | $87,642 | $171,750 |
| UNITED TECHNOLOGIES CORP | $38,028 | $89,856 |
| UNITEDHEALTH GROUP INC | $108,849 | $205,786 |
| VERISK ANALYTICS INC | $49,417 | $74,670 |
| VISA INC. | $100,340 | $253,665 |
| WALT DISNEY CO | $32,900 | $99,939 |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp (2 entries)
| DescDesc | BOY Book ValueBOYBookValueAmt | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| INTEREST INCOME RECEIVABLE | $40 | $24 | $24 |
| PREPAID BOND INTEREST | $0 | $8,357 | $8,357 |
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 | $438 | $438 | $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 | $41,726 | $41,726 | $0 |
| U.S. BANK - CUSTODIAN FEES | $9,055 | $9,055 | $0 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| EXCISE TAXES | $5,423 | $0 | $0 |
| FOREIGN DIVIDEND TAXES | $3,034 | $3,034 | $0 |
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