CROSS CHARITABLE FOUNDATION INC: Form 990PF, tax year 2019
View the entire original 990 at ProPublica ↗
- Organization
- CROSS CHARITABLE FOUNDATION INC (EIN 83-0331707)
- Tax period
- 2019-01-01 to 2019-12-31
- Filed
- 2020-12-10
- IRS object ID
- 202023459349100302
- Schema version
- 2019v5.0
- 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
- Form 990-PF
- Schedule B
- Accounting Fees Schedule
- Contractor Compensation Expln
- Investments Land Schedule2
- Other Assets Schedule
- Other Expenses Schedule
- Other Increases Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2020-12-10T08:12:24-08:00 | ReturnTs |
| Tax Period End | 2019-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 820467399 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Rudd & Company PLLC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3805 Valley Commons Drive Suite 7 | AddressLine1Txt |
| City | Bozeman | CityNm |
| State Abbreviation | MT | StateAbbreviationCd |
| ZIP | 59718 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2019-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 830331707 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CROSS CHARITABLE FOUNDATION INC | BusinessNameLine1Txt |
| Business Name Line2 | ATTN JOHN R CLARK | BusinessNameLine2Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | CROS | BusinessNameControlTxt |
| Phone | 4065853393 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3805 VALLEY COMMONS DRIVE | AddressLine1Txt |
| City | BOZEMAN | CityNm |
| State Abbreviation | MT | StateAbbreviationCd |
| ZIP | 59718 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | JOHN R CLARK | PersonNm |
| Person Title | Treasurer | PersonTitleTxt |
| Signature | 2020-12-10 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | JOHN R CLARKCPA | PreparerPersonNm |
| PTIN | P00427328 | PTIN |
| Phone | 4065853393 | PhoneNum |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 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 | $50,493,656 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Rcvd Rev And Expnss | $1,099,226 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $71,185 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $71,185 | InterestOnSavNetInvstIncmAmt |
| Interest On Savings Adj Net Incm | $71,185 | InterestOnSavingsAdjNetIncmAmt |
| Dividends Rev And Expnss | $1,061,312 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $1,061,312 | DividendsNetInvstIncmAmt |
| Dividends Adj Net Incm | $1,061,312 | DividendsAdjNetIncmAmt |
| Gross Rents Rev And Expnss | $1,553,335 | GrossRentsRevAndExpnssAmt |
| Gross Rents Net Invst Incm | $1,553,335 | GrossRentsNetInvstIncmAmt |
| Gross Rents Adj Net Incm | $1,553,335 | GrossRentsAdjNetIncmAmt |
| Net Rental Income Or Loss | $1,553,335 | NetRentalIncomeOrLossAmt |
| Net Gain Sale Ast Rev And Expnss | $838,588 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $19,594,557 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $838,588 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $4,623,646 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $3,524,420 | TotalNetInvstIncmAmt |
| Total Adj Net Incm | $2,685,832 | TotalAdjNetIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $120,000 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $30,000 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $90,000 | CompOfcrDirTrstDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $9,773 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Chrtbl Prps | $9,773 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $226,331 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $221,733 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $4,598 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $89,670 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $6,327 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $83,343 | TaxesDsbrsChrtblAmt |
| Deprec And Dpltn Rev And Expnss | $296,812 | DeprecAndDpltnRevAndExpnssAmt |
| Deprec And Dpltn Net Invst Incm | $296,812 | DeprecAndDpltnNetInvstIncmAmt |
| Trav Conf Meeting Rev And Expnss | $666 | TravConfMeetingRevAndExpnssAmt |
| Trav Conf Meeting Dsbrs Chrtbl | $666 | TravConfMeetingDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $18,751 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $8,842 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $9,909 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $762,003 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $563,714 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $198,289 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $2,599,500 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $2,599,500 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $3,361,503 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $563,714 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $2,797,789 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $1,262,143 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $2,960,706 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $2,685,832 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $1,642,104 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $2,001,442 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $2,306,546 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $30,257,537 | CorporateStockBOYAmt |
| Corporate Stock EOY | $36,435,750 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $36,130,647 | CorporateStockEOYFMVAmt |
| Invst Land Cost Or Other Basis | $13,389,834 | InvstLandCostOrOtherBasisAmt |
| Invst Land Accum Depreciation | $1,804,794 | InvstLandAccumDepreciationAmt |
| Land Bldg Investments BOY | $11,879,452 | LandBldgInvestmentsBOYAmt |
| Land Bldg Investments EOY | $11,585,040 | LandBldgInvestmentsEOYAmt |
| Land Bldg Investments EOYFMV | $11,573,040 | LandBldgInvestmentsEOYFMVAmt |
| Other Assets BOY | $630,600 | OtherAssetsBOYAmt |
| Other Assets EOY | $483,424 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $483,423 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $44,409,693 | TotalAssetsBOYAmt |
| Total Assets EOY | $50,505,656 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $50,493,656 | TotalAssetsEOYFMVAmt |
| Accounts Payable BOY | $122,177 | AccountsPayableBOYAmt |
| Accounts Payable EOY | $296,665 | AccountsPayableEOYAmt |
| Total Liabilities BOY | $122,177 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $296,665 | TotalLiabilitiesEOYAmt |
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
| No Donor Rstr Net Assests BOY | $44,287,516 | NoDonorRstrNetAssestsBOYAmt |
| Tot Net Ast Or Fund Balances BOY | $44,287,516 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $50,208,991 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $44,409,693 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $50,505,656 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $44,287,516 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $1,262,143 | ExcessRevenueOverExpensesAmt |
| Other Increases | $4,659,332 | OtherIncreasesAmt |
| Subtotal | $50,208,991 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $50,208,991 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (20 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|---|
| WF Acct #1194 ST Covered | P | 2019-01-01 | 2019-12-31 | $2,111,172 | $2,047,488 | $63,684 | $63,684 |
| WF Acct #1194 ST Non Covered | P | 2019-01-01 | 2019-12-31 | $12,877 | $12,667 | $210 | $210 |
| WF Acct #1194 LT Covered | P | 2000-01-01 | 2019-12-31 | $5,307,837 | $4,647,504 | $660,333 | $660,333 |
| WF Acct #1194 LT Non Covered | P | 2000-01-01 | 2019-12-31 | $130,493 | $122,417 | $8,076 | $8,076 |
| WF Acct #1194 ST | P | 2019-01-01 | 2019-12-31 | $2,894 | $2,355 | $539 | $539 |
| WF Acct #5456-1194 ST Covered | P | 2019-01-01 | 2019-12-31 | $1,045 | $899 | $146 | $146 |
| WF ACCT#3620 LT COVERED | P | 2000-01-01 | 2019-12-31 | $32,427 | $46,263 | -$13,836 | -$13,836 |
| WF Acct #3620 LT Non Covered | P | 2000-01-01 | 2019-12-31 | $30,373 | $10,502 | $19,871 | $19,871 |
| WF Acct #3620 LT | P | 2000-01-01 | 2019-12-31 | $6,183 | $3,559 | $2,624 | $2,624 |
| WF Acct #2128-5811 Short Term | P | 2019-01-01 | 2019-12-31 | $75,794 | $63,642 | $12,152 | $12,152 |
| WF Acct #2128-5811 ST Non Covered | P | 2000-01-01 | 2019-12-31 | $7,950,000 | $7,950,000 | ||
| WF Acct #5811 LT Covered | P | 2000-01-01 | 2019-12-31 | $61,185 | $55,370 | $5,815 | $5,815 |
| WF Acct #2128-5811 Short Term | P | 2019-01-01 | 2019-12-31 | $3,515 | $3,477 | $38 | $38 |
| WF Acct #2128-5811 Long Term | P | 2000-01-01 | 2019-12-31 | $286,127 | $299,415 | -$13,288 | -$13,288 |
| WF Acct #1194 LT | P | 2000-01-01 | 2019-12-31 | $45 | $33 | $12 | $12 |
| Baird Acct #3146-4427 Short Term | P | 2019-01-01 | 2019-12-31 | $374,549 | $498,168 | -$123,619 | -$123,619 |
| Baird Acct #3146-4427 ST Non Covered | P | 2019-01-01 | 2019-12-31 | $82 | -$82 | -$82 | |
| Baird Acct #3146-4427 Long Terr | P | 2000-01-01 | 2019-12-31 | $3,143,966 | $2,982,528 | $161,438 | $161,438 |
| Baird Acct #3146-4427 LT Non Covered | P | 2000-01-01 | 2019-12-31 | $62,575 | $62,575 | $62,575 | |
| SIESTA PENCIL DRAWING | P | 2012-01-01 | 2019-05-07 | $1,500 | $9,600 | -$8,100 | -$8,100 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $838,588 | CapitalGainNetIncomeAmt |
| Net Short Term Capital Gain Loss | -$46,932 | NetShortTermCapitalGainLossAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | false | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $1,986,626 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $46,140,390 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.04306 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $2,033,480 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $45,918,309 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.04429 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $1,922,560 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $39,298,609 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.04892 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $1,898,781 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $40,433,269 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.04696 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $1,375,125 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $27,259,613 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.05045 | DistributionYr5Rt |
| Total Distribution | 0.233670 | TotalDistributionRt |
| Average Distribution | 0.046734 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $46,690,456 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $2,182,032 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $29,607 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $2,211,639 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $2,797,789 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Domestic Org Meeting Sect4940e | Yes (X) | DomesticOrgMeetingSect4940eInd |
| Investment Income Excise Tax | $29,607 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $29,607 | SubtotalAmt |
| Tax Based On Investment Income | $29,607 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $51,887 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $51,887 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Es Penalty | $59 | EsPenaltyAmt |
| Overpayment | $22,221 | OverpaymentAmt |
| Applied To ES Tax | $22,221 | AppliedToESTaxAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | false | LegislativePoliticalActyInd |
| More Than100 Spent | false | MoreThan100SpentInd |
| Form1120 POL Filed | false | Form1120POLFiledInd |
| Activities Not Previously Rpt | false | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | false | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | false | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | false | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (true) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (true) | AtLeast5000InAssetsInd |
| Org Report Or Register State | WY | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (true) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | false | PrivateOperatingFoundationInd |
| New Substantial Contributors | false | NewSubstantialContributorsInd |
| Own Controlled Entity | false | OwnControlledEntityInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (true) | ComplyWithPublicInspRqrInd |
| Website Address | crosscharitablefoundation.org | WebsiteAddressTxt |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | JOHN CLARK CPA | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 4065853393 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3805 VALLEY COMMONS DRIVE 7 | AddressLine1Txt |
| City | BOZEMAN | CityNm |
| State Abbreviation | MT | StateAbbreviationCd |
| ZIP | 59718 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | false | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | false | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | false | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | false | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | Yes (true) | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | Yes (true) | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | false | PaymentToGovernmentOfficialInd |
| Acts Fail To Qlfy As Exceptions | false | ActsFailToQlfyAsExceptionsInd |
| Uncorrected Prior Acts | false | UncorrectedPriorActsInd |
| Undistributed Income PY | false | UndistributedIncomePYInd |
| Business Holdings | false | BusinessHoldingsInd |
| Jeopardy Investments | false | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | false | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | false | InfluenceLegislationInd |
| Influence Election | false | InfluenceElectionInd |
| Grants To Individuals | false | GrantsToIndividualsInd |
| Grants To Organizations | false | GrantsToOrganizationsInd |
| Noncharitable Purpose | false | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | false | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (4 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt |
|---|---|---|---|---|---|---|
| CAROL GONNELLA | ||||||
| PO BOX 1226 | JACKSON | WY | 83001 | Secretary | 3.00 | $30,000 |
| JOHN R CLARK | ||||||
| 3805 VALLEY COMMONS DR STE 7 | BOZEMAN | MT | 59718 | Treasurer | 3.00 | $30,000 |
| CHARLES FOLLAND | ||||||
| PO BOX 437 | RIGBY | ID | 83442 | President | 3.00 | $30,000 |
| RYAN KIRKHAM | ||||||
| PO BOX 1789 | WEST YELLOWSTONE | MT | 59758 | Vice President | 3.00 | $30,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
Compensation Of Hghst Pd Cntrct CompensationOfHghstPdCntrctGrp (2 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | Service TypeServiceTypeTxt | CompensationCompensationAmt |
|---|---|---|---|---|---|
| WELLS FARGO CLEARING SERVICES LLC | |||||
| 2801 MARKET STREET | SAINT LOUIS | MO | 63103 | INVESTMENT ADVISORY | $108,469 |
| ROBER W BAIRD & CO INC | |||||
| 777 EAST WISCONSIN AVENUE | MILWAUKEE | WI | 53202 | INVESTMENT ADVISORY | $110,686 |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $35,566,820 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $259,618 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $11,575,040 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $47,401,478 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Adjusted Total FMV Of Unused Ast | $47,401,478 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $711,022 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $46,690,456 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $2,334,523 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $2,334,523 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $29,607 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $29,607 | TotalTaxAmt |
| Distributable Before Adj | $2,304,916 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $2,304,916 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $2,304,916 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $2,797,789 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $2,797,789 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $29,607 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $2,768,182 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $2,304,916 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $462,802 | UndistributedIncomePYAmt |
| Qualifying Distributions | $2,797,789 | QualifyingDistributionsAmt |
| Applied To Year1 | $462,802 | AppliedToYear1Amt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $2,304,916 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $30,071 | RemainingDistriFromCorpusAmt |
| Total Corpus | $30,071 | TotalCorpusAmt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov To Next Yr | $30,071 | ExcessDistriCyovToNextYrAmt |
| Excess From Current Year | $30,071 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | CROSS CHARITABLE FOUNDATION | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 1789 | AddressLine1Txt |
| City | WEST YELLOWSTONE | CityNm |
| State Abbreviation | MT | StateAbbreviationCd |
| ZIP | 59758 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 4065853393 | RecipientPhoneNum |
| Recipient Email Address | crosscharitablefoundation.org | RecipientEmailAddressTxt |
| Form And Info And Materials | SUBMITTED ELECTRONICALLY ONLINE | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | AUGUST 1ST ANNUALLY | SubmissionDeadlinesTxt |
| Restrictions On Awards | GRANTS ARE FOCUSED IN MONTANA, IDAHO, UTAH, AND WYOMING. | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (110 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| OGDEN-WEBER ATC FOUNDATION | |||||||
| 2389 WASHINGTON BLVD SUITE 210 | OGDEN | UT | 84201 | NONE | PC | CONSTRUCTION OF SCHOOL BUILDING | $30,000 |
| CLIMB WYOMING | |||||||
| 1001 WEST 31ST STREET | CHEYENNE | WY | 82001 | NONE | PC | General Fund | $20,000 |
| WESTERN WATERSHEDS | |||||||
| PO BOX 1770 | HAILEY | ID | 83333 | NONE | PC | General Fund | $25,000 |
| BIG SKY YOUTH EMPOWERMENT | |||||||
| 301 EAST MAIN STREET | BOZEMAN | MT | 59715 | NONE | PC | General Fund | $20,000 |
| OGDEN NATURE CENTER | |||||||
| 966 WEST 12TH STREET | OGDEN | UT | 84404 | NONE | PC | General Fund | $5,000 |
| WEST RIDGE ACADEMY | |||||||
| 5500 BAGLEY PARK ROAD | WEST JORDAN | UT | 84081 | NONE | PC | General Fund | $30,000 |
| UTAH ANIMAL ADOPTION CENTER | |||||||
| 1955 NORTH REDWOOD ROAD | SALT LAKE CITY | UT | 84116 | NONE | PC | General Fund | $10,000 |
| ANIMAL ADOPTION CENTER | |||||||
| 175 NORTH GLENWOOD STREET | JACKSON | WY | 83001 | NONE | PC | General Fund | $25,000 |
| ABILITY FOUND | |||||||
| 5236 S GREENPINE DRIVE | SALT LAKE CITY | UT | 84123 | NONE | PC | GENERAL FUND | $10,000 |
| JR ACHIEVEMENT OF UTAH | |||||||
| 515 E 100 S 200 | SALT LAKE CITY | UT | 84102 | NONE | PC | GENERAL FUND | $10,000 |
| SOUTH VALLEY SANCTUARY | |||||||
| PO BOX 1028 | WEST JORDAN | UT | 84084 | NONE | PC | GENERAL FUND | $20,000 |
| HENRY'S FORK FOUNDATION | |||||||
| 606 MAIN ST | ASHTON | ID | 83420 | NONE | PF | GENERAL FUND | $20,000 |
| WEST YELLOWSTONE FOUNDATION | |||||||
| PO BOX 255 | WEST YELLOWSTONE | MT | 59758 | NONE | PF | GENERAL FUND | $30,000 |
| THE NATURE CONSERVANCY | |||||||
| 4245 NORTH FIARFAX DRIVE SUITE 100 | ARLINGTON | VA | 22203 | NONE | PC | GENERAL FUND | $25,000 |
| GREATER YELLOWSTONE COALITION | |||||||
| 215 S WALLACE | BOZEMAN | MT | 59715 | NONE | PC | GENERAL FUND | $35,000 |
| BEST FRIENDS | |||||||
| 5001 ANGEL CANYON ROAD | KANAB | UT | 84741 | NONE | PC | GENERAL FUND | $30,000 |
| HELP CENTER INC | |||||||
| 421 E PEACH STREET | BOZEMAN | MT | 59715 | NONE | PC | GENERAL FUND | $7,500 |
| HEART OF THE VALLEY ANIMAL SHELTER | |||||||
| 1549 E CAMERON BRIDGE RD | BOZEMAN | MT | 59718 | NONE | PC | GENERAL FUND | $25,000 |
| AMERICAN RIVERS | |||||||
| 1101 14TH STREET NW SUITE 1400 | WASHINGTON | DC | 20005 | NONE | PC | GENERAL FUND | $10,000 |
| BLACKFOOT CHALLENGE INC | |||||||
| 405 MAIN STREET | OVANDO | MT | 59854 | NONE | PC | GENERAL FUND | $25,000 |
| HUMANE SOCIETY OF UTAH | |||||||
| PO BOX 573659 | MURRAY | UT | 84157 | NONE | PC | GENERAL FUND | $20,000 |
| INTERMOUNTAIN THERAPY ANIMALS | |||||||
| 4050 SOUTH 2700 EAST | SALT LAKE CITY | UT | 84124 | NONE | PC | GENERAL FUND | $20,000 |
| MONTANA CONSERVATION CORPS | |||||||
| 206 N GRAND | BOZEMAN | MT | 59715 | NONE | PC | GENERAL FUND | $25,000 |
| MONTANA WILDERNESS ASSOCIATION | |||||||
| 80 SOUTH WARREN ST | HELENA | MT | 59601 | NONE | PC | GENERAL FUND | $10,000 |
| NATIONAL PARKS CONSERVATION ASSOC | |||||||
| 777 6TH STREET NW SUITE 700 | WASHINGTON | DC | 20001 | NONE | PC | GENERAL FUND | $15,000 |
| SNAKE RIVER ANIMAL SHELTER | |||||||
| 430 PARK AVE | IDAHO FALLS | ID | 83402 | NONE | PC | GENERAL FUND | $100,000 |
| THRIVE | |||||||
| 400 E BABCOCK ST | BOZEMAN | MT | 59715 | NONE | PC | GENERAL FUND | $20,000 |
| TROUT UNLIMITED'S MONTANA WATER PRO | |||||||
| 321 EAST MAIN STREET SUITE 411 | BOZEMAN | MT | 59715 | NONE | PC | GENERAL FUND | $15,000 |
| ALLLIANCE HOUSE | |||||||
| 1724 S MAIN ST | SALT LAKE CITY | UT | 84115 | NONE | PC | GENERAL FUND | $10,000 |
| EARTHFIRE INSTITUTE | |||||||
| W 550 N | TETONIA | ID | 83452 | NONE | PC | GENERAL FUND | $10,000 |
| MONTANA STATE UNIVERSITY FOUNDATION | |||||||
| PO BOX 172750 | BOZEMAN | MT | 59717 | NONE | PC | GENERAL FUND | $15,000 |
| NATIONAL WILDLIFE FEDERATION | |||||||
| 2995 BASELINE ROAD SUITE 300 | BOULDER | CO | 80303 | NONE | PC | GENERAL FUND | $25,000 |
| YCC FAMILY CRISIS CENTER | |||||||
| 2261 ADAMS AVENUE | OGDEN | UT | 84401 | NONE | PC | GENERAL FUND | $25,000 |
| TETON REGIONAL LAND TRUST | |||||||
| PO BOX 247 | DRIGGS | ID | 83422 | NONE | PC | GENERAL FUND | $100,000 |
| STAFFORD ANIMAL SHELTER | |||||||
| 3 BUSINESS PARK ROAD | LIVINGSTON | MT | 59047 | NONE | PC | GENERAL FUND | $25,000 |
| YMCA OF NORTHERN UTAH | |||||||
| 3216 E HIGHLAND DR 200 | SALT LAKE CITY | UT | 84106 | NONE | PC | GENERAL FUND | $7,500 |
| YELLOWSTONE TO YUKON CONSERV INITIA | |||||||
| PO BOX 157 | BOZEMAN | MT | 59771 | NONE | PC | GENERAL FUND | $30,000 |
| THE SIERRA CLUB FOUNDATION | |||||||
| 85 SECOND STREET SUITE 750 | SAN FRANCISCO | CA | 94105 | NONE | PF | GENERAL FUND | $20,000 |
| NATIONAL ALLIANCE ON MENTAL ILLNESS | |||||||
| 3803 N FIARFAX DRIVE SUITE 100 | ARLINGTON | VA | 22203 | NONE | PC | GENERAL FUND | $10,000 |
| CLARK FORK COALITION | |||||||
| 140 S 4TH ST W | MISSOULA | MT | 59801 | NONE | PC | GENERAL FUND | $20,000 |
| CENTER FOR LARGE LANDSCAPE CONSERVA | |||||||
| 303 W MENDENHALL ST 4 | BOZEMAN | MT | 59715 | NONE | PC | GENERAL FUND | $15,000 |
| AMERICAN PRAIRIE RESERVE | |||||||
| 7 E BEALL ST 3100 | BOZEMAN | MT | 59715 | NONE | PC | GENERAL FUND | $50,000 |
| PARK COUNTY COMMUNITY FOUNDATION | |||||||
| PO BOX 2199 | LIVINGSTON | MT | 59047 | NONE | PC | GENERAL FUND | $15,000 |
| CENTENNIAL VALLEY ASSOCIATION | |||||||
| PO BOX 240077 | DELL | MT | 59724 | NONE | PC | GENERAL FUND | $15,000 |
| COMMUNITY LEADERSHIP DEVELOPMENT IN | |||||||
| 109 1/S S 32ND ST | BILLINGS | MT | 59101 | NONE | PC | GENERAL FUND | $7,500 |
| EARTHWORKS | |||||||
| 350 POLLYWOG LN | BELGRADE | MT | 59714 | NONE | PC | GENERAL FUND | $15,000 |
| HEART OF THE ROCKIES INITIATIVE | |||||||
| 1790 E 2000 S | DRIGGS | ID | 83422 | NONE | PC | GENERAL FUND | $15,000 |
| IDAHO ZOOLOGICAL SOCIETY | |||||||
| 3101 AVENUE OF THE CHIEFS | POCATELLO | ID | 83204 | NONE | PC | GENERAL FUND | $5,000 |
| JEFFERSON LAND TRUST | |||||||
| 1033 LAWRENCE ST | PORT TOWNSEND | WA | 98368 | NONE | PC | GENERAL FUND | $100,000 |
| MONTANA FOOD BANK NETWORK INC | |||||||
| 5625 EXPRESSWAY | MISSOULA | MT | 59808 | NONE | PC | GENERAL FUND | $5,000 |
| MOUNTAIN HOME MONTANA | |||||||
| 2606 SOUTH AVE W | MISSOULA | MT | 59804 | NONE | PC | GENERAL FUND | $100,000 |
| MUSEUM OF IDAHO | |||||||
| 200 N EASTERN AVE | IDAHO FALLS | ID | 83402 | NONE | PC | GENERAL FUND | $100,000 |
| NATIONAL FOREST FOUNDATION | |||||||
| 27 FORT MISSOULA RD 3 | MISSOULA | MT | 59804 | NONE | PC | GENERAL FUND | $25,000 |
| NATURAL RESOURCES DEFENSE COUNCIL | |||||||
| 317 E MENDENHALL ST | BOZEMAN | MT | 59715 | NONE | PC | GENERAL FUND | $15,000 |
| NUZZLES CO | |||||||
| 6699 N LANDMARK DR 103 | PARK CITY | UT | 84098 | NONE | PC | GENERAL FUND | $20,000 |
| PRICKLY PEAR LAND TRUST | |||||||
| 40 W LAWRENCE ST A | HELENA | MT | 59601 | NONE | PC | GENERAL FUND | $15,000 |
| SUMMIT LAND CONSERVANCY | |||||||
| 1650 PARK AVE 200 | PARK CITY | UT | 84060 | NONE | PC | GENERAL FUND | $15,000 |
| TAUTPHAUS PARK ZOOLOGICAL SOCIETY | |||||||
| PO BOX 51794 | IDAHO FALL | ID | 83405 | NONE | PC | GENERAL FUND | $100,000 |
| THE VITAL GROUND FOUNDATION | |||||||
| 20 FORT MISSOULA RD | MISSOULA | MT | 59804 | NONE | PC | GENERAL FUND | $25,000 |
| BOISE RESCUE MISSION | |||||||
| PO BOX 1494 | BOISE | ID | 83701 | NONE | PC | GENERAL FUND | $15,000 |
| CENTER VALLEY ANIMAL RESCUE | |||||||
| 11900 CENTER ROAD | QUILCENE | WA | 98376 | NONE | PC | GENERAL FUND | $15,000 |
| EARTHJUSTICE | |||||||
| 50 CALIFORNIA STREET SUITE 500 | SAN FRANCISCO | CA | 94111 | NONE | PC | GENERAL FUND | $100,000 |
| GALLATIN VALLEY LAND TRUST | |||||||
| 212 S WALLACE 102 | BOZEMAN | MT | 59715 | NONE | PC | GENERAL FUND | $25,000 |
| KIDS ON THE MOVE | |||||||
| 475 HOSPITAL DR | OREM | UT | 84057 | NONE | PC | GENERAL FUND | $7,500 |
| LANDER PET CONNECTION | |||||||
| 120 CHITTIM RD | LANDER | WY | 82520 | NONE | PC | GENERAL FUND | $10,000 |
| LITTLE RANGERS LEARNING CENTER | |||||||
| 520 YELLOWSTONE AVE | WEST YELLOWSTONE | MT | 59758 | NONE | PC | GENERAL FUND | $5,000 |
| PROGRESSIVE ANIMAL WELFARE SOCIETY | |||||||
| PO BOX 1037 | LYNNWOOD | WA | 98046 | NONE | PC | GENERAL FUND | $100,000 |
| SAGEBRUSH STEPPE LAND TRUST | |||||||
| 109 N ARTHUR AVE SUITE 300 | POCATELLO | ID | 83204 | NONE | PC | GENERAL FUND | $100,000 |
| UNIVERSITY WOMEN'S FOUNDATION | |||||||
| PO BOX 934 | PORT TOWNSEND | WA | 98368 | NONE | PF | GENERAL FUND | $12,000 |
| WASATCH ADAPTIVE SPORTS | |||||||
| 9385 S SNOWBIRD CENTER DRIVE | SNOWBIRD | UT | 84092 | NONE | PC | GENERAL FUND | $7,500 |
| WILD EARTH GUARDIANS | |||||||
| 516 ALTO STREET | SANTA FE | NM | 87501 | NONE | PC | GENERAL FUND | $20,000 |
| WYOMING WILDERNESS ASSOCIATION | |||||||
| 44 S MAIN ST | SHERIDAN | WY | 82801 | NONE | PC | GENERAL FUND | $10,000 |
| CENTER FOR BIOLOGICAL DIVERSITY | |||||||
| PO BOX 710 | TUCSAN | AZ | 85702 | NONE | PC | GENERAL FUND | $20,000 |
| CHILDREN'S SERVICE SOCIETY OF UTAH | |||||||
| 655 E4500 S SUITE 200 | SALT LAKE CITY | UT | 84107 | NONE | PC | GENERAL FUND | $5,000 |
| ECOLOGY PROJECT INTERNATIONAL | |||||||
| 315 S 4TH ST E | MISSOULA | MT | 59801 | NONE | PC | GENERAL FUND | $10,000 |
| FAMILY PROMISE OF GALLATIN COUNTY | |||||||
| 429 E STORY ST | BOZEMAN | MT | 59715 | NONE | PC | GENERAL FUND | $100,000 |
| GALLATIN VALLEY YMCA | |||||||
| 3673 LOVE LN | BOZEMAN | MT | 59718 | NONE | PC | GENERAL FUND | $15,000 |
| GARDEN CITY HARVEST INC | |||||||
| 1657 RIVER RD | MISSOULA | MT | 59802 | NONE | PC | GENERAL FUND | $5,000 |
| GRAND TETON NATIONAL PARK FOUNDATIO | |||||||
| 115 E PEARL AVE 201 | JACKSON | WY | 83001 | NONE | PC | GENERAL FUND | $25,000 |
| SMITHSONIAN INSTITUTION | |||||||
| 600 MARYLAND AVE SW | WASHINGTON | DC | 20002 | NONE | PC | GENERAL FUND | $20,000 |
| WASATCH COMMUNITY GARDENS | |||||||
| 824 400 W B127 | SALT LAKE CITY | UT | 84101 | NONE | PC | GENERAL FUND | $10,000 |
| WESTERN RIVERS CONSERVANCY | |||||||
| 1228 15TH ST 409 | DENVER | CO | 80202 | NONE | PC | GENERAL FUND | $30,000 |
| YWCA OF UTAH | |||||||
| 322 E 300 SOUTH | SALT LAKE CITY | UT | 84111 | NONE | PC | GENERAL FUND | $5,000 |
| LANTERN HOUSE | |||||||
| 269 W 33RD ST | OGDEN | UT | 84401 | PC | GENERAL FUND | $30,000 | |
| MONTANA AQUATIC RESOURCES SERVICES | |||||||
| 108 NORTH 2ND STREET SUITE 201 | LIVINGSTON | MT | 59047 | PC | GENERAL FUND | $15,000 | |
| MOUNTAIN HUMANE | |||||||
| 101 CROY CREEK RD | HAILEY | ID | 83333 | PC | GENERAL FUND | $15,000 | |
| NORTHERN ROCKY MOUNTAIN ECONOMIC DE | |||||||
| 311 W MAIN ST 311 | BOZEMAN | MT | 59715 | PC | GENERAL FUND | $25,000 | |
| SAE FOUNDATION | |||||||
| 400 COMMONWEALTH DRIVE | WARRENDALE | PA | 15096 | PC | GENERAL FUND | $25,000 | |
| SAFE HARBOR | |||||||
| 222 S MAIN ST SUITE 500 | SALT LAKE CITY | UT | 84101 | PC | GENERAL FUND | $10,000 | |
| SUMMIT INDEPENDENT LIVING CENTER IN | |||||||
| 700 SW HIGGINS SUITE 101 | MISSOULA | MT | 59803 | PC | GENERAL FUND | $15,000 | |
| TELLER WILDLIFE REFUGE | |||||||
| 1288 EASTSIDE HIGHWAY | CORVALLIS | MT | 59840 | PC | GENERAL FUND | $5,000 | |
| THE FELLOWSHIP CENTER | |||||||
| 813 S BURNSIDE AVE | GONZALES | LA | 70737 | PC | GENERAL FUND | $5,000 | |
| THE INN BETWEEN | |||||||
| 1216 E 1300 S | SALT LAKE CITY | UT | 84105 | PC | GENERAL FUND | $7,000 | |
| THE ROAD HOME | |||||||
| 210 SOUTH RIO GRANDE STREET | SALT LAKE CITY | UT | 84101 | PC | GENERAL FUND | $5,000 | |
| TRACY AVIARY | |||||||
| 589 E 1300 S | SALT LAKE CITY | UT | 84105 | PC | GENERAL FUND | $5,000 | |
| WHITEFISH LEGACY PARTNERS | |||||||
| 525 RAILWAY ST STE 206 | WHITEFISH | MT | 59937 | PC | GENERAL FUND | $25,000 | |
| WILDERNESS WATCH | |||||||
| PO BOX 9175 | MISSOULA | MT | 59807 | PC | GENERAL FUND | $10,000 | |
| YOUNG PARENTS EDUCATION CENTER | |||||||
| 2400 CENTRAL AVE | GREAT FALLS | MT | 59401 | PC | GENERAL FUND | $10,000 | |
| YOUTH HOMES | |||||||
| PO BOX 7616 | MISSOULA | MT | 59807 | PC | GENERAL FUND | $7,500 | |
| YWCA MISSOULA | |||||||
| 1130 W BROADWAY ST | MISSOULA | MT | 59802 | PC | GENERAL FUND | $15,000 | |
| ABOVE AND BEYOND THE CLASSROOM | |||||||
| 189 N MAIN ST STE 112 | DRIGGS | ID | 83422 | PC | GENERAL FUND | $6,000 | |
| ADVOCATES FOR SURVIVORS OF DOMESTIC | |||||||
| PO BOX 3216 | HAILEY | ID | 83333 | PC | GENERAL FUND | $15,000 | |
| AID FOR FRIENDS | |||||||
| 210 E CENTER SUITE B | POCATELLO | ID | 83205 | PC | GENERAL FUND | $20,000 | |
| ASSISTANCE LEAGUE OF SOUTHERN UTAH | |||||||
| PO BOX 910728 | ST GEORGE | UT | 84791 | PC | GENERAL FUND | $7,500 | |
| CENTER POLE | |||||||
| 13255 SOUTH GARRYOWEN RD | GARRYOWEN | MT | 59031 | PC | GENERAL FUND | $10,000 | |
| DOVE HOUSE ADVOCACY SERVICES | |||||||
| 1045 10TH ST | PORT TOWNSEND | WA | 98368 | PC | GENERAL FUND | $5,000 | |
| DRESS FOR SUCCESS BILLINGS | |||||||
| 304 N 29TH ST | BILLINGS | MT | 59101 | PC | GENERAL FUND | $7,000 | |
| EAGLE MOUNT BOZEMAN | |||||||
| 6901 GOLDSTEIN LN | BOZEMAN | MT | 59715 | PC | GENERAL FUND | $10,000 | |
| HABITAT FOR HUMANITY FLATHEAD VALLE | |||||||
| 2535 HIGHWAY 93 SOUTH | KALISPELL | MT | 59901 | PC | GENERAL FUND | $10,000 | |
| HAVEN | |||||||
| 615 S 16TH AVE | BOZEMAN | MT | 59715 | PC | GENERAL FUND | $15,000 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $2,599,500 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $71,185 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $1,061,312 | ExclusionAmt |
Net Rental Income Personal Prop NetRentalIncomePersonalPropGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 3 | ExclusionCd |
| Exclusion | $1,553,335 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $838,588 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $3,524,420 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $3,524,420 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | false | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | false | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | false | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | false | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | false | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | false | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | false | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | false | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | false | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | false | RelationshipsNonchrtblEOInd |
Schedule B IRS990ScheduleB
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| General Rule | Yes (X) | GeneralRuleInd |
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 1 | ContributorNum |
| Contributor Person | C WALKER CROSS LIVING TRUST | ContributorPersonNm |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 1789 | AddressLine1Txt |
| City | WEST YELLOWSTONE | CityNm |
| State Abbreviation | MT | StateAbbreviationCd |
| ZIP | 59758 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | $1,087,226 | TotalContributionsAmt |
| Person Contribution | Yes (X) | PersonContributionInd |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING FEES | CategoryTxt |
| Amt | $9,773 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $9,773 | DisbursementsCharitablePrpsAmt |
Contractor Compensation Expln ContractorCompensationExpln
Contractor Comp Expln ContractorCompExplnGrp (2 entries)
| ExplanationExplanationTxt |
|---|
| ROBER W BAIRD & CO INC |
| FINANCIAL ADVISORY FEES PAID TO INVESTMENT MANAGEMENT COMPANY. |
| WELLS FARGO CLEARING SERVICES LLC |
| FINANCIAL ADVISORY FEES PAID TO INVESTMENT MANAGEMENT COMPANY. |
Investments Land Schedule2 InvestmentsLandSchedule2
Investment Land InvestmentLandGrp (4 entries)
| Category Or ItemCategoryOrItemTxt | Cost Or Other BasisCostOrOtherBasisAmt | Accumulated DepreciationAccumulatedDepreciationAmt | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|---|
| Furniture and Fixtures | $634,000 | $563,271 | $70,729 | $70,729 |
| Buildings | $10,472,279 | $1,241,523 | $9,230,756 | $9,230,756 |
| Land | $2,271,555 | $2,271,555 | $2,271,555 | |
| Miscellaneous | $12,000 | $12,000 |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp (2 entries)
| DescDesc | BOY Book ValueBOYBookValueAmt | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| RENTS RECEIVABLE | $630,600 | $483,423 | $483,423 |
| Rounding | $1 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (4 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|---|
| INSURANCE | $817 | $817 | |
| LICENSES & FEES | $250 | $250 | |
| MEETINGS | $10,384 | $5,192 | $5,192 |
| SOFTWARE | $7,300 | $3,650 | $3,650 |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | UNREALIZED GAIN ON INVESTMENTS | Desc |
| Amt | $4,659,332 | Amt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|---|
| INVESTMENT FEES | $221,733 | $221,733 | $0 | $0 |
| LEGAL FEES | $4,598 | $0 | $0 | $4,598 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|---|
| FEDERAL TAXES PAID | $83,343 | $83,343 | |
| FOREIGN TAXES | $6,327 | $6,327 |