CROSSROADS FOUNDATION: Form 990PF, tax year 2017

View the entire original 990 at ProPublica ↗

Organization
CROSSROADS FOUNDATION (EIN 34-1811495)
Tax period
2017-01-01 to 2017-12-31
Filed
2018-11-01
IRS object ID
201833059349100518
Schema version
2017v2.3
Source
Download XML · Original 990 at ProPublica

Every field in the e-filed return. Faint text is the IRS element name, for citing.

Return header ReturnHeader

FieldValueIRS element (for citing)
Return2018-11-01T14:54:28-05:00ReturnTs
Tax Period End2017-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN274398564PreparerFirmEIN

Preparer Firm Name PreparerFirmName

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

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line11111 SUPERIOR AVE SUITE 700AddressLine1Txt
CityCLEVELANDCityNm
State AbbreviationOHStateAbbreviationCd
ZIP441142540ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2017-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN341811495EIN

Business Name BusinessName

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

US Address USAddress

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

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonDANIEL L HORNPersonNm
Person TitleSECRETARYPersonTitleTxt
Phone2163636489PhoneNum
Signature2018-10-26SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonJOSEPH P KOVALCHECK JRPreparerPersonNm
PTINP00226301PTIN
Phone2163630100PhoneNum

Filing Security Information FilingSecurityInformation

IP Address IPAddress

FieldValueIRS element (for citing)
I Pv4 Address209.116.109.2IPv4AddressTxt
FieldValueIRS element (for citing)
IP2018-10-26IPDt
IP Tm12:53:53IPTm
IP TimezoneEDIPTimezoneCd
Filing License TypePFilingLicenseTypeCd
At Submission Creation Device IdDA39A3EE5E6B4B0D3255BFEF95601890AFD80709AtSubmissionCreationDeviceId
At Submission Filing Device Id99D9BA52241B84797E701D38F4DAE5ED013FE38BAtSubmissionFilingDeviceId
FieldValueIRS element (for citing)
Tax2017TaxYr
Build TS2018-06-14 16:35:46ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$7,433,109FMVAssetsEOYAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Schedule B Not RequiredYes (X)ScheduleBNotRequiredInd
Interest On Sav Rev And Expnss$35InterestOnSavRevAndExpnssAmt
Interest On Sav Net Invst Incm$35InterestOnSavNetInvstIncmAmt
Dividends Rev And Expnss$148,385DividendsRevAndExpnssAmt
Dividends Net Invst Incm$148,385DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss$209,244NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$834,529GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$209,244CapGainNetIncmNetInvstIncmAmt
Other Income Rev And Expnss$128OtherIncomeRevAndExpnssAmt
Other Income Net Invst Incm$128OtherIncomeNetInvstIncmAmt
Total Rev And Expnss$357,792TotalRevAndExpnssAmt
Total Net Invst Incm$357,792TotalNetInvstIncmAmt
Comp Ofcr Dir Trst Rev And Expnss$4,789CompOfcrDirTrstRevAndExpnssAmt
Comp Ofcr Dir Trst Net Invst Incm$2,232CompOfcrDirTrstNetInvstIncmAmt
Comp Ofcr Dir Trst Dsbrs Chrtbl$2,557CompOfcrDirTrstDsbrsChrtblAmt
Accounting Fees Rev And Expnss$5,860AccountingFeesRevAndExpnssAmt
Accounting Fees Net Invst Incm$0AccountingFeesNetInvstIncmAmt
Accounting Fees Chrtbl Prps$5,860AccountingFeesChrtblPrpsAmt
Other Prof Fees Rev And Expnss$45,381OtherProfFeesRevAndExpnssAmt
Other Prof Fees Net Invst Incm$45,381OtherProfFeesNetInvstIncmAmt
Other Prof Fees Dsbrs Chrtbl$0OtherProfFeesDsbrsChrtblAmt
Taxes Rev And Expnss$6,236TaxesRevAndExpnssAmt
Taxes Net Invst Incm$4,436TaxesNetInvstIncmAmt
Taxes Dsbrs Chrtbl$0TaxesDsbrsChrtblAmt
Other Expenses Rev And Expnss$851OtherExpensesRevAndExpnssAmt
Other Expenses Net Invst Incm$651OtherExpensesNetInvstIncmAmt
Other Expenses Dsbrs Chrtbl$200OtherExpensesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss$63,117TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$52,700TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$8,617TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$526,000ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$526,000ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$589,117TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$52,700TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$534,617TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses-$231,325ExcessRevenueOverExpensesAmt
Net Investment Income$305,092NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Cash BOY$2,428CashBOYAmt
Cash EOY$3,778CashEOYAmt
Cash EOYFMV$3,778CashEOYFMVAmt
Sav And Temp Cash Invst BOY$30,692SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY$88,141SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV$88,141SavAndTempCashInvstEOYFMVAmt
Corporate Stock BOY$4,082,169CorporateStockBOYAmt
Corporate Stock EOY$3,792,010CorporateStockEOYAmt
Corporate Stock EOYFMV$7,341,155CorporateStockEOYFMVAmt
Other Assets BOY$0OtherAssetsBOYAmt
Other Assets EOY$35OtherAssetsEOYAmt
Other Assets EOYFMV$35OtherAssetsEOYFMVAmt
Total Assets BOY$4,115,289TotalAssetsBOYAmt
Total Assets EOY$3,883,964TotalAssetsEOYAmt
Total Assets EOYFMV$7,433,109TotalAssetsEOYFMVAmt
Total Liabilities BOY$0TotalLiabilitiesBOYAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Org Does Not Follow SFAS117Yes (X)OrgDoesNotFollowSFAS117Ind
Capital Stock BOY$4,367,912CapitalStockBOYAmt
Capital Stock EOY$4,367,912CapitalStockEOYAmt
Additional Paid In Capital BOY$0AdditionalPaidInCapitalBOYAmt
Additional Paid In Capital EOY$0AdditionalPaidInCapitalEOYAmt
Retained Earning BOY-$252,623RetainedEarningBOYAmt
Retained Earning EOY-$483,948RetainedEarningEOYAmt
Tot Net Ast Or Fund Balances BOY$4,115,289TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$3,883,964TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$4,115,289TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$3,883,964TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$4,115,289TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses-$231,325ExcessRevenueOverExpensesAmt
Other Increases$0OtherIncreasesAmt
Subtotal$3,883,964SubtotalAmt
Other Decreases$0OtherDecreasesAmt
Tot Net Ast Or Fund Balances EOY$3,883,964TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (2 entries)

PropertyPropertyDescSoldSoldDtGross Sales PriceGrossSalesPriceAmtCost Or Other BasisCostOrOtherBasisAmtGain Or LossGainOrLossAmtGains Minus Excess Or LossesGainsMinusExcessOrLossesAmt
US BANK-SEE STMT 142017-12-31$21,253$18,480$2,773$2,773
US BANK-SEE STMT 152017-12-31$813,276$606,805$206,471$206,471
FieldValueIRS element (for citing)
Capital Gain Net Income$209,244CapitalGainNetIncomeAmt

Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp

FieldValueIRS element (for citing)
Liable Section4942 Tax0LiableSection4942TaxInd
Adjusted Qlfy Distri Yr1$583,154AdjustedQlfyDistriYr1Amt
Net Vl Noncharitable Assets Yr1$6,399,994NetVlNoncharitableAssetsYr1Amt
Distribution Yr10.091118DistributionYr1Rt
Adjusted Qlfy Distri Yr2$462,274AdjustedQlfyDistriYr2Amt
Net Vl Noncharitable Assets Yr2$6,841,029NetVlNoncharitableAssetsYr2Amt
Distribution Yr20.067574DistributionYr2Rt
Adjusted Qlfy Distri Yr3$325,285AdjustedQlfyDistriYr3Amt
Net Vl Noncharitable Assets Yr3$6,919,586NetVlNoncharitableAssetsYr3Amt
Distribution Yr30.047009DistributionYr3Rt
Adjusted Qlfy Distri Yr4$314,987AdjustedQlfyDistriYr4Amt
Net Vl Noncharitable Assets Yr4$6,369,855NetVlNoncharitableAssetsYr4Amt
Distribution Yr40.049450DistributionYr4Rt
Adjusted Qlfy Distri Yr5$231,260AdjustedQlfyDistriYr5Amt
Net Vl Noncharitable Assets Yr5$5,887,002NetVlNoncharitableAssetsYr5Amt
Distribution Yr50.039283DistributionYr5Rt
Total Distribution0.294434TotalDistributionRt
Average Distribution0.058887AverageDistributionRt
Net Vl Noncharitable Assets$6,758,794NetVlNoncharitableAssetsAmt
Adj Net Vl Noncharitable Assets$398,005AdjNetVlNoncharitableAssetsAmt
Net Investment Income Pct$3,051NetInvestmentIncomePctAmt
Adj Nonchrtbl Net Invst Incm Pct$401,056AdjNonchrtblNetInvstIncmPctAmt
Qualifying Distributions$534,617QualifyingDistributionsAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Domestic Org Meeting Sect4940eYes (X)DomesticOrgMeetingSect4940eInd
Investment Income Excise Tax$3,051InvestmentIncomeExciseTaxAmt
Tax Under Section511$0TaxUnderSection511Amt
Subtotal$3,051SubtotalAmt
Subtitle A Tax$0SubtitleATaxAmt
Tax Based On Investment Income$3,051TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx$4,640EstimatedPlusOvpmtIncmTxAmt
Extsn Request Income Tax Paid$0ExtsnRequestIncomeTaxPaidAmt
Backup Withholding Withheld$0BackupWithholdingWithheldAmt
Total Payments And Credits$4,640TotalPaymentsAndCreditsAmt
Es Penalty$0EsPenaltyAmt
Overpayment$1,589OverpaymentAmt
Applied To ES Tax$1,589AppliedToESTaxAmt
Refund$0RefundAmt

Statements Regarding Acty StatementsRegardingActyGrp

FieldValueIRS element (for citing)
Legislative Political Acty0LegislativePoliticalActyInd
More Than100 Spent0MoreThan100SpentInd
Form1120 POL Filed0Form1120POLFiledInd
Section4955 Organization Tax$0Section4955OrganizationTaxAmt
Section4955 Managers Tax$0Section4955ManagersTaxAmt
Tax Reimbursed$0TaxReimbursedAmt
Activities Not Previously Rpt0ActivitiesNotPreviouslyRptInd
Changes To Articles Or Bylaws0ChangesToArticlesOrBylawsInd
Unrelated Bus Incm Over Limit0UnrelatedBusIncmOverLimitInd
Organization Dissolved Etc0OrganizationDissolvedEtcInd
Section508e Rqr SatisfiedYes (1)Section508eRqrSatisfiedInd
At Least5000 In AssetsYes (1)AtLeast5000InAssetsInd
Org Report Or Register StateOHOrgReportOrRegisterStateCd
Form990 PF Filed With Atty Gen0Form990PFFiledWithAttyGenInd
Private Operating Foundation0PrivateOperatingFoundationInd
New Substantial Contributors0NewSubstantialContributorsInd
Own Controlled Entity0OwnControlledEntityInd
Donor Advised Fund0DonorAdvisedFundInd
Comply With Public Insp Rqr0ComplyWithPublicInspRqrInd
Website AddressN/AWebsiteAddressTxt
Individual With BooksJOSEPH P KOVALCHECK JRIndividualWithBooksNm
Phone2163636489PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

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

Statements Regarding Acty4720 StatementsRegardingActy4720Grp

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

Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp

Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (4 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdTitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmtEmployee Benefit ProgramEmployeeBenefitProgramAmtExpense Account Other AllwncExpenseAccountOtherAllwncAmt
DUDLEY S BLOSSOM
1111 SUPERIOR AVE STE 700CLEVELANDOH44114PRESIDENT1.00$0$0$0
KATHRYN F BLOSSOM
1111 SUPERIOR AVE STE 700CLEVELANDOH44114VICE-PRES.0.10$0$0$0
DANIEL L HORN
1375 EAST 9TH STREET 9TH FLOORCLEVELANDOH44114SECRETARY0.60$4,789$0$0
DONALD T MOORE
1111 SUPERIOR AVE STE 700CLEVELANDOH44114TRUSTEE0.60$0$0$0
FieldValueIRS element (for citing)
Comp Of Hghst Pd Empl Or NONENONECompOfHghstPdEmplOrNONETxt
Other Employee Paid Over50k0OtherEmployeePaidOver50kCnt
Comp Of Hghst Pd Cntrct Or NONENONECompOfHghstPdCntrctOrNONETxt
Contractor Paid Over50k0ContractorPaidOver50kCnt

Sum Of Program Related Invst SumOfProgramRelatedInvstGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Minimum Investment Return MinimumInvestmentReturnGrp

FieldValueIRS element (for citing)
Average Monthly FMV Of Sec$6,801,643AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$60,077AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$6,861,720TotalFMVOfUnusedAssetsAmt
Reduction Claimed$0ReductionClaimedAmt
Acquisition Indebtedness$0AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast$6,861,720AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$102,926CashDeemedCharitableAmt
Net Vl Noncharitable Assets$6,758,794NetVlNoncharitableAssetsAmt
Minimum Investment Return$337,940MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$337,940MinimumInvestmentReturnAmt
Tax Based On Investment Income$3,051TaxBasedOnInvestmentIncomeAmt
Total Tax$3,051TotalTaxAmt
Distributable Before Adj$334,889DistributableBeforeAdjAmt
Recoveries Qualfied Distri$0RecoveriesQualfiedDistriAmt
Distributable Before Ded$334,889DistributableBeforeDedAmt
Deduction From Distributable$0DeductionFromDistributableAmt
Distributable As Adjusted$334,889DistributableAsAdjustedAmt

Qualifying Distri Part XII QualifyingDistriPartXIIGrp

FieldValueIRS element (for citing)
Expenses And Contributions$534,617ExpensesAndContributionsAmt
Program Related Invst Total$0ProgramRelatedInvstTotalAmt
Qualifying Distributions$534,617QualifyingDistributionsAmt
Pct Sect4940e Org Net Invst Incm$3,051PctSect4940eOrgNetInvstIncmAmt
Adjusted Qualifying Distri$531,566AdjustedQualifyingDistriAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$334,889DistributableAsAdjustedAmt
Undistributed Income PY$0UndistributedIncomePYAmt
Total For Prior Years$0TotalForPriorYearsAmt
Excess Distribution Cyov Yr1$76,586ExcessDistributionCyovYr1Amt
Total Excess Distribution Cyov$76,586TotalExcessDistributionCyovAmt
Qualifying Distributions$534,617QualifyingDistributionsAmt
Applied To Year1$0AppliedToYear1Amt
Applied To Prior Years$0AppliedToPriorYearsAmt
Treated As Distri From Corpus$0TreatedAsDistriFromCorpusAmt
Applied To Current Year$334,889AppliedToCurrentYearAmt
Remaining Distri From Corpus$199,728RemainingDistriFromCorpusAmt
Excess Distri Cyov App CY Corpus$0ExcessDistriCyovAppCYCorpusAmt
Excess Distribution Cyov App CY$0ExcessDistributionCyovAppCYAmt
Total Corpus$276,314TotalCorpusAmt
Prior Year Undistributed Incm$0PriorYearUndistributedIncmAmt
Prior Year Deficiency Or Tax$0PriorYearDeficiencyOrTaxAmt
Taxable1$0Taxable1Amt
Taxable2$0Taxable2Amt
Undistributed Income CY$0UndistributedIncomeCYAmt
Corpus Distri170b1 E Or4942g3$0CorpusDistri170b1EOr4942g3Amt
Excess Distri Cyov From Yr5$0ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr$276,314ExcessDistriCyovToNextYrAmt
Excess From Year1$76,586ExcessFromYear1Amt
Excess From Current Year$199,728ExcessFromCurrentYearAmt

Supplementary Information SupplementaryInformationGrp

Application Submission Info ApplicationSubmissionInfoGrp

FieldValueIRS element (for citing)
Recipient PersonMN ADVISORY SERVICES LLCRecipientPersonNm

Recipient US Address RecipientUSAddress

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

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp

Recipient Business Name RecipientBusinessName

FieldValueIRS element (for citing)
Business Name Line1SEE ATTACHED-STMT 12BusinessNameLine1Txt

Recipient US Address RecipientUSAddress

FieldValueIRS element (for citing)
Address Line1SEE SCHEDULEAddressLine1Txt
CitySEE SCHEDULECityNm
State AbbreviationOHStateAbbreviationCd
ZIP44114ZIPCd
FieldValueIRS element (for citing)
Recipient RelationshipN/ARecipientRelationshipTxt
Recipient Foundation StatusPUBLICRecipientFoundationStatusTxt
Grant Or Contribution PurposeSEE SCHEDULEGrantOrContributionPurposeTxt
Amt$526,000Amt
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$526,000TotalGrantOrContriPdDurYrAmt

Grant Or Contri Apprv For Fut GrantOrContriApprvForFutGrp

Recipient Business Name RecipientBusinessName

FieldValueIRS element (for citing)
Business Name Line1SEE ATTACHED-STMT 13BusinessNameLine1Txt

Recipient US Address RecipientUSAddress

FieldValueIRS element (for citing)
Address Line1SEE SCHEDULEAddressLine1Txt
CitySEE SCHEDULECityNm
State AbbreviationOHStateAbbreviationCd
ZIP44114ZIPCd
FieldValueIRS element (for citing)
Recipient RelationshipN/ARecipientRelationshipTxt
Recipient Foundation StatusPUBLICRecipientFoundationStatusTxt
Grant Or Contribution PurposeSEE SCHEDULEGrantOrContributionPurposeTxt
Amt$495,000Amt
FieldValueIRS element (for citing)
Total Grant Or Contri Apprv Fut$495,000TotalGrantOrContriApprvFutAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$35ExclusionAmt

Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$148,385ExclusionAmt

Other Investment Incm Part VII OtherInvestmentIncmPartVIIGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$128ExclusionAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Exclusion18ExclusionCd
Exclusion$209,244ExclusionAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Unrelated Business Taxbl Incm$0UnrelatedBusinessTaxblIncmAmt
Exclusion$357,792ExclusionAmt
Related Or Exempt Function Incm$0RelatedOrExemptFunctionIncmAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$357,792TotalIncomeProducingActyAmt

Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp

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

Accounting Fees Schedule AccountingFeesSchedule

Accounting Fees Detail AccountingFeesDetail

FieldValueIRS element (for citing)
CategoryM+N ADVISORY SERVICES LLCCategoryTxt
Amt$5,860Amt
Net Investment Income$0NetInvestmentIncomeAmt
Disbursements Charitable Prps$5,860DisbursementsCharitablePrpsAmt

Expln Of Non Filing With AG Stmt ExplnOfNonFilingWithAGStmt

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

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp (48 entries)

StockStockNmEOY Book ValueEOYBookValueAmtEOYFMVEOYFMVAmt
ABBOTT LABS$42,068$114,140
ABBVIE INC$31,536$147,966
AIR PRODUCTS & CHEMICALS, INC.$33,228$65,632
ALPHABET, INC.$185,783$287,760
ALTRIA GROUP, INC.$76,505$275,643
AMERICAN EXPRESS CO$130,085$148,965
ANHEUSER BUSCH NV$88,042$89,248
APPLE, INC.$51,743$471,306
ASML HOLDING NV NY REG. SHARES$56,958$104,292
AUTOMATIC DATA PROCESSING, INC.$12,069$35,157
BERKSHIRE HATHAWAY, INC. CLASS A$62,100$297,600
BLACKROCK, INC.$67,734$154,113
CANADIAN PACIFIC RAILWAY, LTD.$43,100$63,966
CHEVRON CORP.$84,182$163,999
CHUBB LTD$135,705$197,276
COCA COLA CO.$138,241$236,282
COMCAST CORP A$129,817$200,250
CONOCOPHILLIPS$15,559$16,467
CONSTELLATION BRANDS INC A$60,188$80,000
WALT DISNEY CO$53,239$134,388
EXXON MOBIL CORP.$226,490$230,010
FACEBOOK INC. A$212,997$374,977
INTUITIVE SURGICAL INC$28,348$54,741
JP MORGAN CHASE & CO.$94,322$192,492
LAUDER, ESTEE COS., INC. CLASS A$21,032$141,236
MCDONALD'S CORP.$23,205$120,484
MICROSOFT CORP$220,345$363,545
NESTLE SA SPNSRD. ADR$69,683$178,818
NIKE INC.$78,080$87,570
NOVARTIS AG ADR$73,501$79,762
NOVO NORDISK ADR$28,979$115,390
ORACLE CORP$49,812$59,100
PEPSICO, INC.$35,726$121,119
PHILIP MORRIS INTL., INC.$189,499$406,752
PRAXAIR, INC.$28,215$92,808
PROCTER & GAMBLE CO.$36,211$71,666
ROCHE HOLDING LTD. SPNSD. ADR$73,705$113,688
STATE STREET CORP$121,298$156,176
TEXAS INSTRUMENTS, INC.$60,834$187,992
TOTAL SA ADR$43,631$51,963
TWENTY FIRST CENTURY FOX B$22,395$22,178
UNION PACIFIC CORP$121,824$167,625
UNITED TECHNOLOGIES CORP$41,197$82,920
UNITEDHEALTH GROUP INC$84,201$132,276
VISA INC.$135,698$193,834
WALGREENS BOOTS ALLIANCE INC.$12,447$31,953
WELLS FARGO CO.$82,403$109,206
INTERCONTINENTAL EXCHANGE INC$78,050$116,424

Other Assets Schedule OtherAssetsSchedule

Other Assets Schedule OtherAssetsScheduleGrp

FieldValueIRS element (for citing)
DescINTEREST INCOME RECEIVABLEDesc
BOY Book Value$0BOYBookValueAmt
EOY Book Value$35EOYBookValueAmt
EOYFMV$35EOYFMVAmt

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)

DescDescRevenue And Expenses Per BooksRevenueAndExpensesPerBooksAmtNet Investment IncomeNetInvestmentIncomeAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
OHIO FILING FEE$200$0$200
FOREIGN DIVD. INV FEES$651$651$0

Other Income Schedule2 OtherIncomeSchedule2

Other Income Detail OtherIncomeDetail

FieldValueIRS element (for citing)
DescUS BANK-FOREIGN TAX REFUNDDesc
Revenue And Expenses Per Books$128RevenueAndExpensesPerBooksAmt
Net Investment Income$128NetInvestmentIncomeAmt
Adjusted Net Income$128AdjustedNetIncomeAmt

Other Professional Fees Schedule OtherProfessionalFeesSchedule

Other Professional Fees Detail OtherProfessionalFeesDetail (2 entries)

CategoryCategoryTxtAmtAmtNet Investment IncomeNetInvestmentIncomeAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
FAYEZ SAROFIM-INV MGMT. FEES$38,501$38,501$0
U.S. BANK - CUSTODIAN FEES$6,880$6,880$0

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail (2 entries)

CategoryCategoryTxtAmtAmtNet Investment IncomeNetInvestmentIncomeAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
EXCISE TAXES$1,800$0$0
FOREIGN DIVIDEND TAXES$4,436$4,436$0

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