CROSSROADS FOUNDATION: Form 990PF, tax year 2024
View the entire original 990 at ProPublica ↗
- Organization
- CROSSROADS FOUNDATION (EIN 34-1811495)
- Tax period
- 2024-01-01 to 2024-12-31
- Filed
- 2025-11-07
- IRS object ID
- 202543119349100639
- Schema version
- 2024v5.2
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990-PF
- Accounting Fees Schedule
- Expln Of Non Filing With AG Stmt
- Investments Corp Bonds Schedule
- Investments Corp Stock Schedule
- Other Assets Schedule
- Other Expenses Schedule
- Other Increases Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2025-11-07T13:56:15-06:00 | ReturnTs |
| Tax Period End | 2024-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 274398564 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | MN ADVISORY SERVICES LLC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1111 SUPERIOR AVE SUITE 700 | AddressLine1Txt |
| City | CLEVELAND | CityNm |
| State Abbreviation | OH | StateAbbreviationCd |
| ZIP | 441142540 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2024-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 341811495 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CROSSROADS FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | CROS | BusinessNameControlTxt |
| Phone | 2163636489 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1111 SUPERIOR AVE RMSTE 700 | AddressLine1Txt |
| City | CLEVELAND | CityNm |
| State Abbreviation | OH | StateAbbreviationCd |
| ZIP | 44114 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | DANIEL L HORN | PersonNm |
| Person Title | SECRETARY | PersonTitleTxt |
| Phone | 2163636489 | PhoneNum |
| Signature | 2025-11-05 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | 0 | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | KIMBERLY A SCOTT | PreparerPersonNm |
| PTIN | P01235000 | PTIN |
| Phone | 2163630100 | PhoneNum |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2024 | TaxYr |
| Build TS | 2025-03-06 01:10:19Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $10,522,493 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Dividends Rev And Expnss | $159,517 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $159,517 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $658,861 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $1,733,312 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $658,861 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $818,378 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $818,378 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $7,821 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $3,896 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $3,925 | CompOfcrDirTrstDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $7,600 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $0 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $7,600 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $67,003 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $67,003 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $2,571 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $2,333 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $482 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $282 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $200 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $85,477 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $73,514 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $11,725 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $606,742 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $606,742 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $692,219 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $73,514 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $618,467 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $126,159 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $744,864 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $37,688 | CashBOYAmt |
| Cash EOY | $12,126 | CashEOYAmt |
| Cash EOYFMV | $12,126 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $28,307 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $198,856 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $203,883 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $3,708,672 | CorporateStockBOYAmt |
| Corporate Stock EOY | $3,993,211 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $9,744,121 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $882,476 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $580,068 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $560,177 | CorporateBondsEOYFMVAmt |
| Other Assets BOY | $3,106 | OtherAssetsBOYAmt |
| Other Assets EOY | $2,186 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $2,186 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $4,660,249 | TotalAssetsBOYAmt |
| Total Assets EOY | $4,786,447 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $10,522,493 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $4,367,912 | CapitalStockBOYAmt |
| Capital Stock EOY | $4,367,912 | CapitalStockEOYAmt |
| Additional Paid In Capital BOY | $0 | AdditionalPaidInCapitalBOYAmt |
| Additional Paid In Capital EOY | $0 | AdditionalPaidInCapitalEOYAmt |
| Retained Earning BOY | $292,337 | RetainedEarningBOYAmt |
| Retained Earning EOY | $418,535 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $4,660,249 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $4,786,447 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $4,660,249 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $4,786,447 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $4,660,249 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $126,159 | ExcessRevenueOverExpensesAmt |
| Other Increases | $39 | OtherIncreasesAmt |
| Subtotal | $4,786,447 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $4,786,447 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (2 entries)
| PropertyPropertyDesc | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|
| US BANK #1005-VARIOUS | 2024-12-31 | $150,000 | $150,000 | $0 | $0 |
| US BANK #1005-VARIOUS | 2024-12-31 | $1,583,312 | $924,451 | $658,861 | $658,861 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $658,861 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $10,354 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $10,354 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $10,354 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $6,280 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $10,000 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $16,280 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $5,926 | OverpaymentAmt |
| Applied To ES Tax | $5,926 | AppliedToESTaxAmt |
| Refund | $0 | RefundAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | 0 | LegislativePoliticalActyInd |
| More Than100 Spent | 0 | MoreThan100SpentInd |
| Form1120 POL Filed | 0 | Form1120POLFiledInd |
| Section4955 Organization Tax | $0 | Section4955OrganizationTaxAmt |
| Section4955 Managers Tax | $0 | Section4955ManagersTaxAmt |
| Tax Reimbursed | $0 | TaxReimbursedAmt |
| Activities Not Previously Rpt | 0 | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | 0 | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | 0 | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (1) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (1) | AtLeast5000InAssetsInd |
| Org Report Or Register State | OH | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | 0 | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | 0 | PrivateOperatingFoundationInd |
| New Substantial Contributors | 0 | NewSubstantialContributorsInd |
| Own Controlled Entity | 0 | OwnControlledEntityInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (1) | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
| Individual With Books | KIMBERLY SCOTT | IndividualWithBooksNm |
| Phone | 2163636486 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1111 SUPERIOR AVE STE 700 | AddressLine1Txt |
| City | CLEVELAND | CityNm |
| State Abbreviation | OH | StateAbbreviationCd |
| ZIP | 44114 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | 0 | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | 0 | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | 0 | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | 0 | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | Yes (1) | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | 0 | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | 0 | PaymentToGovernmentOfficialInd |
| Acts Fail To Qlfy As Exceptions | 0 | ActsFailToQlfyAsExceptionsInd |
| Uncorrected Prior Acts | 0 | UncorrectedPriorActsInd |
| Undistributed Income PY | 0 | UndistributedIncomePYInd |
| Business Holdings | 0 | BusinessHoldingsInd |
| Jeopardy Investments | 0 | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | 0 | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | 0 | InfluenceLegislationInd |
| Influence Election | 0 | InfluenceElectionInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Noncharitable Purpose | 0 | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (4 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee Benefit ProgramEmployeeBenefitProgramAmt | Expense Account Other AllwncExpenseAccountOtherAllwncAmt |
|---|---|---|---|---|---|---|---|---|
| DUDLEY S BLOSSOM | ||||||||
| 1111 SUPERIOR AVE STE 700 | CLEVELAND | OH | 44114 | PRESIDENT | 1.00 | $0 | $0 | $0 |
| KATHRYN F BLOSSOM | ||||||||
| 1111 SUPERIOR AVE STE 700 | CLEVELAND | OH | 44114 | VICE-PRES. | 0.10 | $0 | $0 | $0 |
| DANIEL L HORN | ||||||||
| 1375 EAST 9TH STREET 9TH FLOOR | CLEVELAND | OH | 44114 | SECRETARY | 0.60 | $7,821 | $0 | $0 |
| RICHARD TANNER | ||||||||
| 1111 SUPERIOR AVE STE 700 | CLEVELAND | OH | 44114 | TRUSTEE | 0.60 | $0 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
| Contractor Paid Over50k | 0 | ContractorPaidOver50kCnt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $9,744,814 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $370,781 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $10,115,595 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $10,115,595 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $151,734 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $9,963,861 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $498,193 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $498,193 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $10,354 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $10,354 | TotalTaxAmt |
| Distributable Before Adj | $487,839 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $487,839 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $487,839 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $618,467 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $618,467 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $487,839 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr2 | $346,518 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $30,023 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $376,541 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $618,467 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $487,839 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $130,628 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $507,169 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Prior Year Deficiency Or Tax | $0 | PriorYearDeficiencyOrTaxAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $0 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $507,169 | ExcessDistriCyovToNextYrAmt |
| Excess From Year2 | $346,518 | ExcessFromYear2Amt |
| Excess From Year1 | $30,023 | ExcessFromYear1Amt |
| Excess From Current Year | $130,628 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | MN ADVISORY SERVICES LLC | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1111 SUPERIOR AVE STE 700 | AddressLine1Txt |
| City | CLEVELAND | CityNm |
| State Abbreviation | OH | StateAbbreviationCd |
| ZIP | 44114 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 2163636486 | RecipientPhoneNum |
| Form And Info And Materials | GRANT SEEKERS ARE REQUESTED TO ONLY SUBMIT A SUMMARY LETTER OF NOT MORE THAN TWO PAGES, WITHOUT ATTACHMENTS OR ENCLOSURES | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | NONE | SubmissionDeadlinesTxt |
| Restrictions On Awards | PUBLIC CHARITIES SELECTED BY THE TRUSTEES | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (38 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| ASSEMBLIES OF GOD WORLD MISSIONS | |||||||
| 1445 NORTH BOONVILLE AVE | SPRINGFIELD | MO | 65802 | N/A | PUBLIC | SUPPORT MISSIONARY MINISTRY OF BOB STETZ AND HIS FAMILY IN GERMANY AND SWITZERLAND | $3,000 |
| BUILDING HOPE IN THE CITY | |||||||
| 3274 W 58TH STREET | CLEVELAND | OH | 44102 | N/A | PUBLIC | ONE WORLD KITCHEN PROGRAM | $20,000 |
| CHANDLER SCHOOL | |||||||
| 1005 ARMADA DRIVE | PASADENA | CA | 91103 | N/A | PUBLIC | SUPPORT ANNUAL FUND | $5,000 |
| GAP INTERNATIONAL | |||||||
| 4006 SADDLEHORN BEND SW | DECATUR | AL | 35603 | N/A | PUBLIC | SUPPORT THE MINISTRIES | $3,000 |
| GRAMMAR SCHOOL | |||||||
| 159 GRAMMAR SCHOOL LANE | PUTNEY | VT | 05346 | N/A | PUBLIC | SUPPORT OF FOUNDERS FUND | $5,000 |
| GREATER CLEVELAND YOUTH FOR CHRIST | |||||||
| 709 BROOKPARK RD SUITE LL1 | CLEVELAND | OH | 44109 | N/A | PUBLIC | JUVENILE DETENTION DIVERSION PROGRAM | $25,000 |
| IHS FOUNDATION | |||||||
| PO BOX 31750 | INDEPENDENCE | OH | 44131 | N/A | PUBLIC | MISSION INCREASE | $10,000 |
| JESUSONLINE MINISTRIES | |||||||
| PO BOX 1643 | HIGLEY | AZ | 85236 | N/A | PUBLIC | CERTIFICATE TRAINING PROGRAM | $20,000 |
| MALONE UNIVERSITY | |||||||
| 2600 CLEVELAND AVE NW | CANTON | OH | 44709 | N/A | PUBLIC | BUILDING A BOLDER VISION CAMPAIGN | $100,000 |
| NEW HAMPSHIRE DANCE INSTITUTE | |||||||
| 25 ROXBURY ST SUITE 110 | KEENE | NH | 03431 | N/A | PUBLIC | GENERAL OPERATING FUND | $2,500 |
| OUR PLACE DROP-IN CENTER | |||||||
| PO BOX 852 | BELLOWS FALLS | VT | 05101 | N/A | PUBLIC | GENERAL OPERATING FUND | $2,500 |
| REFUGE HOST HOMES | |||||||
| PO BOX 67322 | CUYAHOGA FALLS | OH | 44221 | N/A | PUBLIC | CAR FUND | $8,000 |
| SCRANTON ROAD MINISTRIES CDC | |||||||
| 3095 SCRANTON RD | CLEVELAND | OH | 44113 | N/A | PUBLIC | ACADEMIC SUPPORT TO UNDERSERVE STUDENTS | $15,000 |
| SISTERS HAVEN | |||||||
| PO BOX 602127 | CLEVELAND | OH | 44102 | N/A | PUBLIC | PROVIDE TRANSPORTATION NEEDS OF PREGNANT WOMEN AND BABIES | $20,000 |
| SPIRIT OF FAITH ADOPTIONS INC | |||||||
| 3315 CENTENNIAL ROAD SUITE A-1 | SYLVANIA | OH | 43560 | N/A | PUBLIC | GENERAL SUPPORT | $65,000 |
| SUNSHINE PHYSICAL THERAPY CLINIC | |||||||
| 1705 17TH AVENUE | VERO BEACH | FL | 32960 | N/A | PUBLIC | IMPROVEMENTS TO CLINIC FACILITIES | $7,500 |
| THE NATURE MUSEUM OF GRAFTON | |||||||
| 186 TOWNSHEND RD | GRAFTON | VT | 05146 | N/A | PUBLIC | PAVILION PROJECT | $10,000 |
| WEST SIDE CHRISTIAN ACADEMY | |||||||
| 23096 CENTER RIDGE RD | WESTLAKE | OH | 44145 | N/A | PUBLIC | CAPITAL CAMPAIGN | $25,000 |
| WINDMILL HILL PINNACLE ASSOCIATION | |||||||
| PO BOX 584 | SAXTONS RIVER | VT | 05154 | N/A | PUBLIC | TRAIL MAINTENANCE AND SIGNAGE | $2,500 |
| YOUNG LIFE | |||||||
| 27070 DETROIT RD SUITE 202 | WESTLAKE | OH | 44145 | N/A | PUBLIC | FILL THE BUS CAMPING CAMPAIGN | $10,000 |
| SAINT MARTIN DE PORRES HIGH SCHOOL | |||||||
| 6202 ST CLAIR AVE | CLEVELAND | OH | 44103 | N/A | PUBLIC | PHASE II CONSTRUCTION OF NEW SCHOOL FACILITY | $100,000 |
| ARROYOS & FOOTHILLS CONSERVANCY | |||||||
| PO BOX 1 | PASADENA | CA | 91102 | N/A | PUBLIC | CONSERVE NATURAL OPEN SPACE TO COMBAT CLIMATE CHANGE AND SUPPORT WILDLIFE | $5,000 |
| BOWDOIN COLLEGE | |||||||
| 255 MAINE STREET | BRUNSWICK | ME | 04011 | N/A | PUBLIC | IN HONOR SCOTT MEIKELJOHN | $5,000 |
| COASTAL MAINE BOTANICAL GARDEN | |||||||
| 105 BOTANICAL GARDENS DRIVE | BOOTHBAY | ME | 04537 | N/A | PUBLIC | PROMOTE PLANT CONSERVATION | $2,500 |
| FOOTHILL FAMILY | |||||||
| 2500 E FOOTHILL BLVD SUITE 300 | PASADENA | CA | 911073406 | N/A | PUBLIC | PROVIDE COMPREHENSIVE MENTAL HEALTH CARE | $2,500 |
| MAINE ISLAND TRAILS ASSOCIATION | |||||||
| 100 KENSINGTON STREET | PORTLAND | ME | 04103 | N/A | PUBLIC | SUPPORT GENERAL OPERATIONS | $5,000 |
| NATIONAL PARK FOUNDATION | |||||||
| PO BOX 17394 | BALTIMORE | MD | 212989450 | N/A | PUBLIC | PRESERVE NATURAL SURROUNDINGS | $30,000 |
| OLD WESTBURY GARDENS | |||||||
| 71 OLD WESTBURY ROAD | OLD WESTBURY | NY | 11568 | N/A | PUBLIC | GENERAL SUPPORT | $5,000 |
| PARKS PLACE COMMUNITY RESOURCE CENTER | |||||||
| 44 SCHOOL ST EXT | BELLOWS FALLS | VT | 05101 | N/A | PUBLIC | SUPPORT COMMUNITY PROGRAMS DIRECTED TOWARD ENSURING HEALTH AND HUMAN SERVICES ARE MET. | $1,500 |
| ST EDWARD'S SCHOOL | |||||||
| 1895 ST EDWARDS DRIVE | VERO BEACH | FL | 32963 | N/A | PUBLIC | SUPPORT SCHOOL ARTS PROGRAM | $2,500 |
| THE FUND FOR PARTNERSHIP FOR SUCCESS CO POLYTECHNIC SCHOOL | |||||||
| 1030 E CALIFORNIA BLVD | PASADENA | CA | 91106 | N/A | PUBLIC | SUMMER ENRICHMENT PROGRAM | $5,000 |
| WILD GOOSE PLAYERS | |||||||
| 7 WESTMINSTER ST | BELLOWS FALLS | VT | 05101 | N/A | PUBLIC | SUPPORT ORIGINAL THEATER AND MUSICAL THEATER | $1,000 |
| BRAZOS FELLOWS | |||||||
| 1008 JEFFERSON AVENUE | WACO | TX | 76701 | N/A | PUBLIC | GENERAL SUPPORT | $22,742 |
| CHRISTIAN COMMUNITY SCHOOL | |||||||
| 35716 ROYALTON ROAD | NORTH EATON | OH | 44044 | N/A | PUBLIC | ASSIST STRUGGLING STUDENTS | $10,000 |
| IN FAITH FOR FAMILIES NETWORK CO COMMUNITY WEST FOUNDATION | |||||||
| 821 WESTPOINT PARKWAY SUITE 900 | WESTLAKE | OH | 44145 | N/A | PUBLIC | ESTABLISHING THE EMERGENCY HOUSING/UTILITIES FUND | $15,000 |
| OPEN DOOR CHRISTIAN SCHOOLS | |||||||
| 8287 WEST RIDGE RD | ELYRIA | OH | 44035 | N/A | PUBLIC | THE KINGDOM CONNECTED DISCIPLESHIP STUDENT INVENTORY | $15,000 |
| RIVENDELL INSTITUTE | |||||||
| 291 EDWARDS ST | NEW HAVEN | CT | 06511 | N/A | PUBLIC | LEADERSHIP SUSTAINABILITY FUND | $15,000 |
| THE UNITY OF HOPE PROJECT | |||||||
| 411 IDLEBROOK DR | WADSWORTH | OH | 44281 | N/A | PUBLIC | UNITY HOPE PROJECT | $5,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $606,742 | TotalGrantOrContriPdDurYrAmt |
Grant Or Contri Apprv For Fut GrantOrContriApprvForFutGrp (2 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| ALLIANCE FOR FAMILY HOPE | |||||||
| 5050 STANLEY AVE | MAPLE HEIGHTS | OH | 44137 | N/A | PUBLIC | INSTALLATION OF SOUNDPROOF PARTITION WALLS | $30,000 |
| SAINT MARTINE DE PORRES HIGH SCHOOL | |||||||
| 6202 ST CLAIR AVENUE | CLEVELAND | OH | 44103 | N/A | PUBLIC | PHASE II CONSTRUCTION OF NEW SCHOOL FACILITY | $200,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Apprv Fut | $230,000 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $159,517 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $658,861 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $818,378 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $818,378 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | 0 | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | 0 | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | 0 | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | 0 | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | 0 | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | 0 | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | 0 | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | 0 | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | 0 | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | 0 | RelationshipsNonchrtblEOInd |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | M+N ADVISORY SERVICES LLC | CategoryTxt |
| Amt | $7,600 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $7,600 | DisbursementsCharitablePrpsAmt |
Expln Of Non Filing With AG Stmt ExplnOfNonFilingWithAGStmt
| Field | Value | IRS element (for citing) |
|---|---|---|
| Explanation | THE OHIO ATTORNEY GENERAL REQUESTS THAT OHIO FOUNDATIONS FILE AN ANNUAL REPORT ONLINE WITH THE ATTORNEY GENERAL'S OFFICE IN LIEU OF SENDING A COPY OF THE FEDERAL TAX RETURN, FORM 990-PF. THE CROSSROADS FOUNDATION HAS COMPLIED WITH THIS REQUEST. | ExplanationTxt |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp (4 entries)
| BondBondNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| GOLDMAN SACHS GROUP 3.85% DUE 1/26/27 | $151,747 | $147,198 |
| JP MORGAN CHASE & CO 2.95% DUE 10/1/26 | $154,302 | $146,145 |
| MORGAN STANLEY 3.625% DUE 1/20/27 | $152,949 | $147,266 |
| INTERCONTINENTAL EXCHANGE 3.75% DUE 9/21/28 | $121,070 | $119,568 |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (48 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| ABBOTT LABS | $25,660 | $152,699 |
| ADOBE INC | $126,641 | $133,404 |
| ALPHABET, INC. | $62,958 | $380,880 |
| AMAZON COM INC | $252,874 | $625,262 |
| APPLE, INC. | $14,222 | $836,403 |
| ASML HOLDING NV NY REG. SHARES | $22,187 | $173,270 |
| ASTRAZENECA PLC | $125,160 | $117,936 |
| AUTOMATIC DATA PROCESSING, INC. | $10,057 | $73,183 |
| BAE SYSTEMS | $52,113 | $62,876 |
| BLACKROCK, INC. | $88,803 | $302,407 |
| BROADRIDGE FINL SOLUTIONS INC | $61,211 | $113,045 |
| CANADIAN PACIFIC RAILWAY, LTD. | $33,225 | $97,700 |
| CHEVRON CORP. | $98,180 | $196,982 |
| CME GROUP | $103,633 | $124,243 |
| COCA COLA CO | $44,113 | $118,294 |
| E O G RES INC | $160,113 | $165,483 |
| ELI LILLY | $134,544 | $193,000 |
| EXXON MOBIL CORP | $69,587 | $91,435 |
| GARTNER INC | $89,868 | $181,676 |
| INTERCONTINENTAL EXCHANGE INC | $40,208 | $126,659 |
| INTUIT INC | $87,282 | $188,550 |
| INTUITIVE SURGICAL INC | $48,551 | $297,517 |
| MARRIOTT INTL INC | $98,670 | $195,258 |
| MASTERCARD INC | $105,398 | $223,792 |
| MCDONALD'S CORP. | $16,530 | $144,945 |
| MICROSOFT CORP | $218,117 | $874,613 |
| NIKE INC. | $61,115 | $83,237 |
| NOVO NORDISK ADR | $19,169 | $245,157 |
| OTIS WORLDWIDE CORP | $9,771 | $27,783 |
| PEPSICO, INC. | $22,462 | $96,558 |
| PHILIP MORRIS INTL., INC. | $56,604 | $138,403 |
| PROGRESSIVE CORP | $82,125 | $263,571 |
| RTX CORPORATION | $77,676 | $166,637 |
| SHERWIN WILLIAMS CO | $57,574 | $127,474 |
| SP GLOBAL INC | $105,617 | $251,505 |
| TEXAS INSTRUMENTS, INC. | $44,936 | $253,139 |
| UNION PACIFIC CORP | $59,085 | $153,927 |
| UNITEDHEALTH GROUP INC | $60,763 | $227,637 |
| VERISK ANALYTICS INC | $36,074 | $100,532 |
| VISA INC. | $109,913 | $442,455 |
| ZOETIS INC | $68,607 | $69,244 |
| DEERE CO | $100,168 | $105,924 |
| NVIDIA CORP | $311,766 | $308,866 |
| HOME DEPOT INC | $104,450 | $116,697 |
| COSTAR GROUP INC | $102,574 | $100,226 |
| OLD DOMINION FGHT LINE | $101,934 | $88,200 |
| LVMH MOET HENNESSY ADR | $100,966 | $71,880 |
| TAIWAN SEMICONDUCTOR ADR | $109,957 | $113,557 |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp (2 entries)
| DescDesc | BOY Book ValueBOYBookValueAmt | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| PREPAID BOND AMORTIZATION | $3,031 | $2,027 | $2,027 |
| INTEREST RECEIVABLE | $75 | $159 | $159 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| OHIO FILING FEE | $200 | $0 | $200 |
| FOREIGN DIVD. INV FEES | $282 | $282 | $0 |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | MISCELLANEOUS ADJUSTMENT | Desc |
| Amt | $39 | Amt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| FAYEZ SAROFIM-INV MGMT. FEES | $54,001 | $54,001 | $0 |
| U.S. BANK - CUSTODIAN FEES | $13,002 | $13,002 | $0 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| EXCISE TAXES | $238 | $0 | $0 |
| FOREIGN DIVIDEND TAXES | $2,333 | $2,333 | $0 |
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