CROSS CHARITABLE FOUNDATION INC: Form 990PF, tax year 2018
View the entire original 990 at ProPublica ↗
- Organization
- CROSS CHARITABLE FOUNDATION INC (EIN 83-0331707)
- Tax period
- 2018-01-01 to 2018-12-31
- Filed
- 2019-10-02
- IRS object ID
- 201912759349100311
- Schema version
- 2018v3.1
- 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
- Schedule B
- Accounting Fees Schedule
- Contractor Compensation Expln
- Investments Land Schedule2
- Other Assets Schedule
- Other Decreases Schedule
- Other Expenses Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2019-10-02T13:34:48-07:00 | ReturnTs |
| Tax Period End | 2018-12-31 | 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 | 2018-01-01 | 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 | 2019-10-02 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | JOHN R CLARK | PreparerPersonNm |
| PTIN | P00427328 | PTIN |
| Phone | 4065853393 | PhoneNum |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2018 | TaxYr |
| Build TS | 2020-01-14 16:20:31Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $44,409,693 | FMVAssetsEOYAmt |
| Method Of Accounting Other | Yes (X) | MethodOfAccountingOtherInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Rcvd Rev And Expnss | $31,022 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $97,931 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $97,931 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $965,330 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $965,330 | DividendsNetInvstIncmAmt |
| Gross Rents Rev And Expnss | $1,780,600 | GrossRentsRevAndExpnssAmt |
| Gross Rents Net Invst Incm | $1,780,600 | GrossRentsNetInvstIncmAmt |
| Net Rental Income Or Loss | $1,780,600 | NetRentalIncomeOrLossAmt |
| Net Gain Sale Ast Rev And Expnss | $695,984 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $26,138,753 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $695,984 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $3,570,867 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $3,539,845 | TotalNetInvstIncmAmt |
| 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 | $15,035 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Chrtbl Prps | $15,035 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $218,232 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $218,232 | OtherProfFeesNetInvstIncmAmt |
| Taxes Rev And Expnss | $78,276 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $5,414 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $72,862 | TaxesDsbrsChrtblAmt |
| Deprec And Dpltn Rev And Expnss | $308,128 | DeprecAndDpltnRevAndExpnssAmt |
| Deprec And Dpltn Net Invst Incm | $308,128 | DeprecAndDpltnNetInvstIncmAmt |
| Trav Conf Meeting Rev And Expnss | $3,887 | TravConfMeetingRevAndExpnssAmt |
| Trav Conf Meeting Dsbrs Chrtbl | $3,887 | TravConfMeetingDsbrsChrtblAmt |
| Printing And Pub Rev And Expnss | $1,149 | PrintingAndPubRevAndExpnssAmt |
| Printing And Pub Dsbrs Chrtbl | $1,149 | PrintingAndPubDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $125,987 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $1,117 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $2,693 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $870,694 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $562,891 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $185,626 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $1,801,000 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $1,801,000 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $2,671,694 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $562,891 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $1,986,626 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $899,173 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $2,976,954 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $2,283,605 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $1,642,104 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $1,642,104 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $31,842,454 | CorporateStockBOYAmt |
| Corporate Stock EOY | $30,257,537 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $30,257,537 | CorporateStockEOYFMVAmt |
| Invst Land Cost Or Other Basis | $13,387,434 | InvstLandCostOrOtherBasisAmt |
| Invst Land Accum Depreciation | $1,507,982 | InvstLandAccumDepreciationAmt |
| Land Bldg Investments BOY | $12,187,579 | LandBldgInvestmentsBOYAmt |
| Land Bldg Investments EOY | $11,879,452 | LandBldgInvestmentsEOYAmt |
| Land Bldg Investments EOYFMV | $11,879,452 | LandBldgInvestmentsEOYFMVAmt |
| Other Assets BOY | $303,935 | OtherAssetsBOYAmt |
| Other Assets EOY | $630,600 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $630,600 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $46,617,573 | TotalAssetsBOYAmt |
| Total Assets EOY | $44,409,693 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $44,409,693 | TotalAssetsEOYFMVAmt |
| Accounts Payable EOY | $122,177 | AccountsPayableEOYAmt |
| Total Liabilities EOY | $122,177 | TotalLiabilitiesEOYAmt |
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
| Unrestricted BOY | $46,617,573 | UnrestrictedBOYAmt |
| Unrestricted EOY | $44,287,516 | UnrestrictedEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $46,617,573 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $44,287,516 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $46,617,573 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $44,409,693 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $46,617,573 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $899,173 | ExcessRevenueOverExpensesAmt |
| Subtotal | $47,516,746 | SubtotalAmt |
| Other Decreases | $3,229,230 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $44,287,516 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (15 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|---|
| WF ACCT#5811 ST | P | 2018-01-01 | 2018-01-01 | $13,421 | $13,166 | $255 | $255 |
| WF ACCT#5811 ST Non Covered | P | 2018-01-01 | 2018-01-01 | $16,950,000 | $16,950,000 | ||
| WF ACCT#5811 LT Covered | P | 2010-01-01 | 2018-01-01 | $426,731 | $365,871 | $60,860 | $60,860 |
| WF ACCT#5811 LT Non Covered | P | 2010-01-01 | 2018-01-01 | $521,988 | $479,635 | $42,353 | $42,353 |
| WF ACCT#5811 LT Non Covered | P | 2010-01-01 | 2018-01-01 | $772,875 | $683,496 | $89,379 | $89,379 |
| WF ACCT#1194 ST | P | 2018-01-01 | 2018-01-01 | $744,125 | $740,188 | $3,937 | $3,937 |
| WF ACCT#1194 LT | P | 2010-01-01 | 2018-01-01 | $1,320,361 | $1,087,010 | $233,351 | $233,351 |
| WF ACCT#1194 lT NON COVERED | P | 2010-01-01 | 2018-01-01 | $85,669 | $86,774 | -$1,105 | -$1,105 |
| WF ACCT#1194 ST NON COVERED | P | 2018-01-01 | 2018-01-01 | $11,011 | $10,511 | $500 | $500 |
| WF ACCT#3620 LT COVERED | P | 2010-01-01 | 2018-01-01 | $85,491 | $90,777 | -$5,286 | -$5,286 |
| WF ACCT#3620 LT NON COVERED | P | 2010-01-01 | 2018-01-01 | $45,326 | $35,901 | $9,425 | $9,425 |
| WF ACCT#3620 LT NON COVERED | P | 2010-01-01 | 2018-01-01 | $60,477 | $34,660 | $25,817 | $25,817 |
| BAIRD ST TRANSACTIONS | P | 2018-01-01 | 2018-01-01 | $1,349,013 | $1,424,824 | -$75,811 | -$75,811 |
| BAIRD LT TRANSACTIONS | P | 2010-01-01 | 2018-01-01 | $3,609,353 | $3,439,956 | $169,397 | $169,397 |
| BAIRD LT TRANSACTIONS | P | 2010-01-01 | 2018-01-01 | $142,912 | $142,912 | $142,912 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $695,984 | CapitalGainNetIncomeAmt |
| Net Short Term Capital Gain Loss | -$71,119 | NetShortTermCapitalGainLossAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | false | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $2,033,480 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $45,918,309 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.04429 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $1,922,560 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $39,298,609 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.04892 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $1,898,781 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $40,433,269 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.04696 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $1,375,125 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $27,259,613 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.05045 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $1,258,739 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $25,458,417 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.04944 | DistributionYr5Rt |
| Total Distribution | 0.240057 | TotalDistributionRt |
| Average Distribution | 0.048011 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $46,140,390 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $2,215,246 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $29,770 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $2,245,016 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $1,986,626 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $59,539 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $59,539 | SubtotalAmt |
| Tax Based On Investment Income | $59,539 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $72,000 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $72,000 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Es Penalty | $574 | EsPenaltyAmt |
| Overpayment | $11,887 | OverpaymentAmt |
| Applied To ES Tax | $11,887 | 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 |
| Form990 T Filed | false | Form990TFiledInd |
| 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 |
| Undistr Incm Sect4942a2 Not App | false | UndistrIncmSect4942a2NotAppInd |
| Business Holdings | false | BusinessHoldingsInd |
| Excess Business Holdings | false | ExcessBusinessHoldingsInd |
| 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 |
| Transactions Fail To Qlfy As Exc | false | TransactionsFailToQlfyAsExcInd |
| Maintained Expenditure Rspns | false | MaintainedExpenditureRspnsInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
| Proceeds Or Net Income | false | ProceedsOrNetIncomeInd |
| 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 | $108,617 |
| ROBER W BAIRD & CO INC | |||||
| 777 EAST WISCONSIN AVENUE | MILWAUKEE | WI | 53202 | INVESTMENT ADVISORY | $108,465 |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $34,539,660 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $423,925 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $11,879,451 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $46,843,036 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Adjusted Total FMV Of Unused Ast | $46,843,036 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $702,646 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $46,140,390 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $2,307,020 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $2,307,020 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $59,539 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $59,539 | TotalTaxAmt |
| Distributable Before Adj | $2,247,481 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $2,247,481 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $2,247,481 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $1,986,626 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $1,986,626 | QualifyingDistributionsAmt |
| Adjusted Qualifying Distri | $1,986,626 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $2,247,481 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $201,947 | UndistributedIncomePYAmt |
| Qualifying Distributions | $1,986,626 | QualifyingDistributionsAmt |
| Applied To Year1 | $201,947 | AppliedToYear1Amt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $1,784,679 | AppliedToCurrentYearAmt |
| Undistributed Income CY | $462,802 | UndistributedIncomeCYAmt |
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 (99 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| GRIZZLY AND WOLF DISCOVERY CENTER | |||||||
| PO BOX 996 | WEST YELLOWSTONE | MT | 59758 | NONE | PC | GENERAL FUND | $50,000 |
| CLIMB WYOMING | |||||||
| 1001 WEST 31ST STREET | CHEYENNE | WY | 82001 | NONE | PC | General Fund | $30,000 |
| THE CONSERVATION FUND | |||||||
| 1355 N FORT MYER DRIVE SUITE 1300 | ARLINGTON | VA | 22209 | NONE | PC | General Fund | $50,000 |
| WESTERN WATERSHEDS | |||||||
| PO BOX 1770 | HAILEY | ID | 83333 | NONE | PC | General Fund | $20,000 |
| BIG SKY YOUTH EMPOWERMENT | |||||||
| 301 EAST MAIN STREET | BOZEMAN | MT | 59715 | NONE | PC | General Fund | $30,000 |
| OGDEN NATURE CENTER | |||||||
| 966 WEST 12TH STREET | OGDEN | UT | 84404 | NONE | PC | General Fund | $30,000 |
| 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 | $15,000 |
| 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 |
| SAE INTERNATIONAL | |||||||
| 1200 G ST NW SUITE 800 | WASHINGTON DC | DC | 20005 | NONE | PC | GENERAL FUND | $15,000 |
| 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 |
| GREATER YELLOWSTONE COALITION | |||||||
| 215 S WALLACE | BOZEMAN | MT | 59715 | NONE | PC | GENERAL FUND | $30,000 |
| BEST FRIENDS | |||||||
| 5001 ANGEL CANYON ROAD | KANAB | UT | 84741 | NONE | PC | GENERAL FUND | $25,000 |
| HELP CENTER INC | |||||||
| 421 E PEACH STREET | BOZEMAN | MT | 59715 | NONE | PC | GENERAL FUND | $20,000 |
| HEART OF THE VALLEY ANIMAL SHELTER | |||||||
| 1549 E CAMERON BRIDGE RD | BOZEMAN | MT | 59718 | NONE | PC | GENERAL FUND | $25,000 |
| BLACKFOOT CHALLENGE INC | |||||||
| 405 MAIN STREET | OVANDO | MT | 59854 | NONE | PC | GENERAL FUND | $30,000 |
| HUMANE SOCIETY OF UTAH | |||||||
| PO BOX 573659 | MURRAY | UT | 84157 | NONE | PC | GENERAL FUND | $25,000 |
| INTERMOUNTAIN THERAPY ANIMALS | |||||||
| 4050 SOUTH 2700 EAST | SALT LAKE CITY | UT | 84124 | NONE | PC | GENERAL FUND | $15,000 |
| MONTANA CONSERVATION CORPS | |||||||
| 206 N GRAND | BOZEMAN | MT | 59715 | NONE | PC | GENERAL FUND | $30,000 |
| 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 | $25,000 |
| ST ANNE'S CENTER | |||||||
| 137 W BINFORD AVE | OGDEN | UT | 84401 | NONE | PC | GENERAL FUND | $35,000 |
| THRIVE | |||||||
| 400 E BABCOCK ST | BOZEMAN | MT | 59715 | NONE | PC | GENERAL FUND | $25,000 |
| BIG BROTHERS BIG SISTERS OF HELENA | |||||||
| 30 W 6TH AVE | HELENA | MT | 59601 | NONE | PC | GENERAL FUND | $5,000 |
| FAMILY COUNSELING SERVICE | |||||||
| 3518 WASHINGTON BLVD | OGDEN | UT | 84403 | NONE | PC | GENRAL FUND | $8,000 |
| 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 |
| NATIONAL OUTDOOR LEADERSHIP | |||||||
| 284 LINCOLN STREET | LANDER | WY | 82520 | NONE | PC | GENERAL FUND | $5,000 |
| NATIONAL WILDLIFE FEDERATION | |||||||
| 2995 BASELINE ROAD SUITE 300 | BOULDER | CO | 80303 | NONE | PC | GENERAL FUND | $29,000 |
| YCC FAMILY CRISIS CENTER | |||||||
| 2261 ADAMS AVENUE | OGDEN | UT | 84401 | NONE | PC | GENERAL FUND | $30,000 |
| STAFFORD ANIMAL SHELTER | |||||||
| 3 BUSINESS PARK ROAD | LIVINGSTON | MT | 59047 | NONE | PC | GENERAL FUND | $20,000 |
| 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 | $25,000 |
| WESTERN ENVIRONMENTAL LAW CENTER | |||||||
| 1216 LINCOLN ST | EUGENE | OR | 97401 | NONE | PC | GENERAL FUND | $20,000 |
| THERAPY ANIMALS OF UTAH | |||||||
| 2459 WEST 300 NORTH | PROVO | UT | 84601 | NONE | PC | GENERAL FUND | $3,000 |
| THE SIERRA CLUB FOUNDATION | |||||||
| 85 SECOND STREET SUITE 750 | SAN FRANCISCO | CA | 94105 | NONE | PF | GENERAL FUND | $15,000 |
| NATIONAL ALLIANCE ON MENTAL ILLNESS | |||||||
| 3803 N FIARFAX DRIVE SUITE 100 | ARLINGTON | VA | 22203 | NONE | PC | GENERAL FUND | $15,000 |
| KITSAP HUMANE SOCIETY | |||||||
| 9167 DICKEY RD NW | SILVERDALE | WA | 98383 | NONE | PC | GENERAL FUND | $15,000 |
| HAPPY ENDINGS ANIMAL RESCUE | |||||||
| 5349 WEST FOREST HOME AVENUE | MILWAUKEE | WI | 53220 | NONE | PC | GENERAL FUND | $2,000 |
| CLARK FORK COALITION | |||||||
| 140 S 4TH ST W | MISSOULA | MT | 59801 | NONE | PC | GENERAL FUND | $25,000 |
| CENTER FOR LARGE LANDSCAPE CONSERVA | |||||||
| 303 W MENDENHALL ST 4 | BOZEMAN | MT | 59715 | NONE | PC | GENERAL FUND | $25,000 |
| AMERICAN PRAIRIE RESERVE | |||||||
| 7 E BEALL ST 3100 | BOZEMAN | MT | 59715 | NONE | PC | GENERAL FUND | $40,000 |
| CENTENNIAL VALLEY ASSOCIATION | |||||||
| PO BOX 240077 | DELL | MT | 59724 | NONE | PC | GENERAL FUND | $20,000 |
| 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 | $20,000 |
| JEFFERSON LAND TRUST | |||||||
| 1033 LAWRENCE ST | PORT TOWNSEND | WA | 98368 | NONE | PC | GENERAL FUND | $20,000 |
| K9 CARE MONTANA | |||||||
| PO BOX 411 | PHILIPSBURG | MT | 59858 | NONE | PC | GENERAL FUND | $15,000 |
| MONTANA FOOD BANK NETWORK INC | |||||||
| 5625 EXPRESSWAY | MISSOULA | MT | 59808 | NONE | PC | GENERAL FUND | $7,000 |
| MOUNTAIN HOME MONTANA | |||||||
| 2606 SOUTH AVE W | MISSOULA | MT | 59804 | NONE | PC | GENERAL FUND | $25,000 |
| MUSEUM OF IDAHO | |||||||
| 200 N EASTERN AVE | IDAHO FALLS | ID | 83402 | NONE | PC | GENERAL FUND | $5,000 |
| 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 | $25,000 |
| SUMMIT LAND CONSERVANCY | |||||||
| 1650 PARK AVE 200 | PARK CITY | UT | 84060 | NONE | PC | GENERAL FUND | $20,000 |
| TAUTPHAUS PARK ZOOLOGICAL SOCIETY | |||||||
| PO BOX 51794 | IDAHO FALL | ID | 83405 | NONE | PC | GENERAL FUND | $17,000 |
| TETON COUNTY LIBRARY FOUNDATION | |||||||
| PO BOX 1629 | JACKSON | WY | 83001 | NONE | PC | GENERAL FUND | $10,000 |
| THE O'HARA COMMONS SUSTAINABILITY C | |||||||
| 111 S 4TH ST | HAMILTON | MT | 59840 | NONE | PC | GENERAL FUND | $5,000 |
| 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 | $20,000 |
| CENTER VALLEY ANIMAL RESCUE | |||||||
| 11900 CENTER ROAD | QUILCENE | WA | 98376 | NONE | PC | GENERAL FUND | $15,000 |
| COMMUNITY ANIMAL WELFARE SOCIETY | |||||||
| PO BOX 160554 | CLEARFIELD | UT | 84016 | NONE | PC | GENERAL FUND | $15,000 |
| EARTHJUSTICE | |||||||
| 50 CALIFORNIA STREET SUITE 500 | SAN FRANCISCO | CA | 94111 | NONE | PC | GENERAL FUND | $30,000 |
| GALLATIN VALLEY LAND TRUST | |||||||
| 212 S WALLACE 102 | BOZEMAN | MT | 59715 | NONE | PC | GENERAL FUND | $25,000 |
| HABITAT FOR HUMANITY OF WEBER DAVIS | |||||||
| 2955 HARRISON BLVD 202 | OGDEN | UT | 84403 | NONE | PC | GENERAL FUND | $10,000 |
| KIDS ON THE MOVE | |||||||
| 475 HOSPITAL DR | OREM | UT | 84057 | NONE | PC | GENERAL FUND | $5,000 |
| LITTLE RANGERS LEARNING CENTER | |||||||
| 520 YELLOWSTONE AVE | WEST YELLOWSTONE | MT | 59758 | NONE | PC | GENERAL FUND | $10,000 |
| PAWS OF JACKSON HOLE | |||||||
| 320 EAST BROADWAY | JACKSON | WY | 83002 | NONE | PC | GENERAL FUND | $15,000 |
| PROGRESSIVE ANIMAL WELFARE SOCIETY | |||||||
| PO BOX 1037 | LYNNWOOD | WA | 98046 | NONE | PC | GENERAL FUND | $30,000 |
| SAGEBRUSH STEPPE LAND TRUST | |||||||
| 109 N ARTHUR AVE SUITE 300 | POCATELLO | ID | 83204 | NONE | PC | GENERAL FUND | $45,000 |
| SUAZO CENTER FOR ENTREPRENEURSHIP | |||||||
| 960 W 1700 S | SALT LAKE CITY | UT | 84104 | NONE | PC | GENERAL FUND | $5,000 |
| THE CHRISTMAS BOX INTERNATIONAL | |||||||
| 3660 S W TEMPLE | SALT LAKE CITY | UT | 84115 | NONE | PC | GENERAL FUND | $10,000 |
| UNIVERSITY WOMEN'S FOUNDATION | |||||||
| PO BOX 934 | PORT TOWNSEND | WA | 98368 | NONE | PF | GENERAL FUND | $9,500 |
| WASATCH ADAPTIVE SPORTS | |||||||
| 9385 S SNOWBIRD CENTER DRIVE | SNOWBIRD | UT | 84092 | NONE | PC | GENERAL FUND | $10,000 |
| WILD EARTH GUARDIANS | |||||||
| 516 ALTO STREET | SANTA FE | NM | 87501 | NONE | PC | GENERAL FUND | $25,000 |
| ADOPT-A-NATIVE-ELDER | |||||||
| 328 GREGSON AVE S | SOUTH SALT LAKE | UT | 84115 | NONE | PC | GENERAL FUND | $5,000 |
| CENTER FOR BIOLOGICAL DIVERSITY | |||||||
| PO BOX 710 | TUCSAN | AZ | 85702 | NONE | PC | GENERAL FUND | $25,000 |
| CHILDREN'S SERVICE SOCIETY OF UTAH | |||||||
| 655 E4500 S SUITE 200 | SALT LAKE CITY | UT | 84107 | NONE | PC | GENERAL FUND | $15,000 |
| ECOLOGY PROJECT INTERNATIONAL | |||||||
| 315 S 4TH ST E | MISSOULA | MT | 59801 | NONE | PC | GENERAL FUND | $15,000 |
| FAMILY PROMISE OF GALLATIN COUNTY | |||||||
| 429 E STORY ST | BOZEMAN | MT | 59715 | NONE | PC | GENERAL FUND | $25,000 |
| FAMILY PROMISE OF YELLOWSTONE VALLE | |||||||
| 10 S 26TH ST | BILLINGS | MT | 59101 | NONE | PC | GENERAL FUND | $10,000 |
| GALLATIN VALLEY YMCA | |||||||
| 3673 LOVE LN | BOZEMAN | MT | 59718 | NONE | PC | GENERAL FUND | $10,000 |
| 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 |
| INLAND NORTHWEST LAND CONSERVANCY | |||||||
| 35 W MAIN AVE 210 | SPOKANE | WA | 99201 | NONE | PC | GENERAL FUND | $15,000 |
| LEMHI REGIONAL LAND TRUST | |||||||
| 105 S CENTER ST | SALMON | ID | 83467 | NONE | PC | GENERAL FUND | $5,000 |
| MONTANA FFA FOUNDATION | |||||||
| 502 S 19TH AVE SUITE 113 | BOZEMAN | MT | 59718 | NONE | PC | GENERAL FUND | $5,000 |
| SMITHSONIAN INSTITUTION | |||||||
| 600 MARYLAND AVE SW | WASHINGTON | DC | 20002 | NONE | PC | GENERAL FUND | $25,000 |
| SPARROW'S NEST OF NORTHWEST MONTANA | |||||||
| 215 3RD AVENUE E | KALISPELL | MT | 59901 | NONE | PC | GENERAL FUND | $8,000 |
| THE MONTANA LAND RELIANCE | |||||||
| 324 FULLER AVE 2 | HELENA | MT | 59601 | NONE | PC | GENERAL FUND | $10,000 |
| 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 | $25,000 |
| YES YOUTH EMPOWERMENT SERVICES | |||||||
| 221 OAK ST | ANACONDA | MT | 59711 | NONE | PC | GENERAL FUND | $2,500 |
| YWCA OF UTAH | |||||||
| 322 E 300 SOUTH | SALT LAKE CITY | UT | 84111 | NONE | PC | GENERAL FUND | $10,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $1,801,000 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $97,931 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $965,330 | ExclusionAmt |
Net Rental Income Personal Prop NetRentalIncomePersonalPropGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 3 | ExclusionCd |
| Exclusion | $1,780,600 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 30 | ExclusionCd |
| Exclusion | $695,984 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $3,539,845 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $3,539,845 | 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 | $31,022 | 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 | $15,035 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $15,035 | 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 | $534,979 | $99,021 | $99,021 |
| Buildings | $10,472,279 | $973,003 | $9,499,276 | $9,499,276 |
| Land | $2,271,555 | $2,271,555 | $2,271,555 | |
| Miscellaneous | $9,600 | $9,600 | $9,600 |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | RENTS RECEIVABLE | Desc |
| BOY Book Value | $303,934 | BOYBookValueAmt |
| EOY Book Value | $630,600 | EOYBookValueAmt |
| EOYFMV | $630,600 | EOYFMVAmt |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | UNREALIZED LOSS ON INVESTMENT | Desc |
| Amt | $3,229,230 | Amt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (7 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|---|
| DUES & SUBSCRIPTIONS | $530 | $530 | |
| HOTEL EXPENSES | $122,177 | ||
| INSURANCE | $817 | $817 | |
| LICENSES & FEES | $275 | $275 | |
| MEALS AND ENTERTAINMENT | $102 | $102 | |
| MEETINGS | $1,938 | $969 | $969 |
| PENALTIES & INTEREST | $148 | $148 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | INVESTMENT FEES | CategoryTxt |
| Amt | $218,232 | Amt |
| Net Investment Income | $218,232 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|---|
| FEDERAL TAXES PAID | $72,862 | $72,862 | |
| FOREIGN TAXES | $5,414 | $5,414 |