CROSSROADS FOUNDATION: Form 990PF, tax year 2016
View the entire original 990 at ProPublica ↗
- Organization
- CROSSROADS FOUNDATION (EIN 34-1811495)
- Tax period
- 2016-01-01 to 2016-12-31
- Filed
- 2017-11-14
- IRS object ID
- 201743189349101254
- Schema version
- 2016v3.0
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990-PF
- Accounting Fees Schedule
- Expln Of Non Filing With AG Stmt
- Investments Corp Stock Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Other Increases Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2017-11-14T11:26:54-06:00 | ReturnTs |
| Tax Period End | 2016-12-31 | 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 | 2016-01-01 | 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 RM/STE 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 | 2017-10-13 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | Joseph P Kovalcheck Jr | PreparerPersonNm |
| PTIN | P00226301 | PTIN |
| Phone | 2163630100 | PhoneNum |
Filing Security Information FilingSecurityInformation
IP Address IPAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| I Pv4 Address | 209.116.109.2 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IP | 2017-10-16 | IPDt |
| IP Tm | 11:11:47 | IPTm |
| IP Timezone | ED | IPTimezoneCd |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | DA39A3EE5E6B4B0D3255BFEF95601890AFD80709 | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | 4F4972429162B705CF03C45435501D82F992437B | AtSubmissionFilingDeviceId |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2016 | TaxYr |
| Build TS | 2017-02-10 21:41:12Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $6,432,002 | 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 |
| Interest On Sav Rev And Expnss | $89 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $89 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $158,910 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $158,910 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $139,066 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $851,849 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $139,066 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $126 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $126 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $298,191 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $298,191 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $5,956 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $2,867 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $3,089 | CompOfcrDirTrstDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $5,600 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $0 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $5,600 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $44,005 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $44,005 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $12,124 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $4,646 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $1,065 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $640 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $425 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $68,750 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $52,158 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $9,114 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $576,500 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $576,500 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $645,250 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $52,158 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $585,614 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$347,059 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $246,033 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $3,163 | CashBOYAmt |
| Cash EOY | $2,428 | CashEOYAmt |
| Cash EOYFMV | $2,428 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $36,966 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $30,692 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $30,692 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $4,372,219 | CorporateStockBOYAmt |
| Corporate Stock EOY | $4,082,169 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $6,398,882 | CorporateStockEOYFMVAmt |
| Total Assets BOY | $4,412,348 | TotalAssetsBOYAmt |
| Total Assets EOY | $4,115,289 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $6,432,002 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow SFAS117 | Yes (X) | OrgDoesNotFollowSFAS117Ind |
| 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 | $44,436 | RetainedEarningBOYAmt |
| Retained Earning EOY | -$252,623 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $4,412,348 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $4,115,289 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $4,412,348 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $4,115,289 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $4,412,348 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$347,059 | ExcessRevenueOverExpensesAmt |
| Other Increases | $50,000 | OtherIncreasesAmt |
| Subtotal | $4,115,289 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $4,115,289 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (2 entries)
| PropertyPropertyDesc | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|
| US Bank-See attached Stmt 20 | $30,678 | $27,278 | $3,400 | $3,400 |
| US Bank-See attached stmt 21 | $821,171 | $685,505 | $135,666 | $135,666 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $139,066 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | 0 | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $462,274 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $6,841,029 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.067574 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $325,285 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $6,919,586 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.047009 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $314,987 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $6,369,855 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.049450 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $231,260 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $5,887,002 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.039283 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $303,495 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $5,468,399 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.055500 | DistributionYr5Rt |
| Total Distribution | 0.258816 | TotalDistributionRt |
| Average Distribution | 0.051763 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $6,399,994 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $331,283 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $2,460 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $333,743 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $585,614 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Domestic Org Meeting Sect4940e | Yes (X) | DomesticOrgMeetingSect4940eInd |
| Investment Income Excise Tax | $2,460 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $2,460 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $2,460 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $7,100 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $7,100 | TotalPaymentsAndCreditsAmt |
| Overpayment | $4,640 | OverpaymentAmt |
| Applied To ES Tax | $4,640 | 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 | Joseph P Kovalcheck Jr | IndividualWithBooksNm |
| Phone | 2163636489 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1111 Superior Ave Ste 700 | AddressLine1Txt |
| City | Cleveland | CityNm |
| State Abbreviation | OH | StateAbbreviationCd |
| ZIP | 44114 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | 0 | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | 0 | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | 0 | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | 0 | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | Yes (1) | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | 0 | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | 0 | PaymentToGovernmentOfficialInd |
| Acts Fail To Qlfy As Exceptions | 0 | ActsFailToQlfyAsExceptionsInd |
| Uncorrected Prior Acts | 0 | UncorrectedPriorActsInd |
| Undistributed Income PY | 0 | UndistributedIncomePYInd |
| Business Holdings | 0 | BusinessHoldingsInd |
| Jeopardy Investments | 0 | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | 0 | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | 0 | InfluenceLegislationInd |
| Influence Election | 0 | InfluenceElectionInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Noncharitable Purpose | 0 | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
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 | $5,956 | $0 | $0 |
| Donald T Moore | ||||||||
| 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 | $6,435,718 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $61,738 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $6,497,456 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $6,497,456 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $97,462 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $6,399,994 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $320,000 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $320,000 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $2,460 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $2,460 | TotalTaxAmt |
| Distributable Before Adj | $317,540 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $50,000 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $367,540 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $367,540 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $585,614 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $585,614 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $2,460 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $583,154 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $367,540 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $141,488 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Total Excess Distribution Cyov | $0 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $585,614 | QualifyingDistributionsAmt |
| Applied To Year1 | $141,488 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $367,540 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $76,586 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $76,586 | 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 | $76,586 | ExcessDistriCyovToNextYrAmt |
| Excess From Current Year | $76,586 | 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 | 2163636489 | RecipientPhoneNum |
| Form And Info And Materials | Grant seekers are requested to only submit a summary letter of not more than two pages, without attachments or enclosures | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | None | SubmissionDeadlinesTxt |
| Restrictions On Awards | Public charities selected by the trustees | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp
Recipient Business Name RecipientBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | See Schedule Attached | BusinessNameLine1Txt |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | See Schedule | AddressLine1Txt |
| City | See Schedule | CityNm |
| State Abbreviation | OH | StateAbbreviationCd |
| ZIP | 44114 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Relationship | N/A | RecipientRelationshipTxt |
| Recipient Foundation Status | Public | RecipientFoundationStatusTxt |
| Grant Or Contribution Purpose | See Schedule | GrantOrContributionPurposeTxt |
| Amt | $576,500 | Amt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $576,500 | TotalGrantOrContriPdDurYrAmt |
Grant Or Contri Apprv For Fut GrantOrContriApprvForFutGrp
Recipient Business Name RecipientBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | See Schedule Attached | BusinessNameLine1Txt |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | See Schedule | AddressLine1Txt |
| City | See Schedule | CityNm |
| State Abbreviation | OH | StateAbbreviationCd |
| ZIP | 44114 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Relationship | N/A | RecipientRelationshipTxt |
| Recipient Foundation Status | Public | RecipientFoundationStatusTxt |
| Grant Or Contribution Purpose | See Schedule | GrantOrContributionPurposeTxt |
| Amt | $860,000 | Amt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Apprv Fut | $860,000 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $89 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $158,910 | ExclusionAmt |
Other Investment Incm Part VII OtherInvestmentIncmPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $126 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $139,066 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $298,191 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $298,191 | 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 | $5,600 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $5,600 | 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 Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (55 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| Abbott Labs | $56,987 | $92,184 |
| Abbvie Inc | $51,183 | $133,381 |
| Air Products & Chemicals, Inc. | $33,228 | $57,528 |
| Alphabet, Inc. | $185,783 | $212,251 |
| Altria Group, Inc. | $82,451 | $281,299 |
| American Express Co | $134,576 | $114,824 |
| Anheuser Busch NV | $88,042 | $84,352 |
| Apple, Inc. | $54,765 | $339,932 |
| ASML Holding NV NY Reg. Shares | $62,013 | $72,930 |
| Automatic Data Processing, Inc. | $12,069 | $30,834 |
| Berkshire Hathaway, Inc. Class A | $62,100 | $244,121 |
| Blackrock, Inc. | $67,734 | $114,162 |
| Canadian Pacific Railway, Ltd. | $43,100 | $49,970 |
| Celgene Corp | $53,081 | $69,450 |
| Chevron Corp. | $89,377 | $160,072 |
| chubb ltd | $147,207 | $191,574 |
| Coca Cola Co. | $145,581 | $223,884 |
| Comcast Corp A | $88,240 | $134,648 |
| ConocoPhillips | $25,932 | $25,070 |
| constellation Brands Inc A | $29,525 | $30,662 |
| Disney, Walt Co. | $63,673 | $140,697 |
| Exxon Mobil Corp. | $271,788 | $297,858 |
| Facebook Inc. A | $179,299 | $224,348 |
| Gilead Sciences Inc | $63,734 | $57,288 |
| International Business Machines Corp | $82,780 | $98,735 |
| intuitive surgical inc | $28,349 | $31,709 |
| JP Morgan Chase & Co. | $86,105 | $151,008 |
| Kinder Morgan, Inc. | $55,991 | $42,248 |
| Lauder, Estee Cos., Inc. Class A | $21,979 | $88,728 |
| McDonald's Corp. | $24,873 | $91,290 |
| Microsoft Corp | $175,102 | $223,704 |
| Nestle SA Spnsrd. ADR | $76,472 | $163,567 |
| Nike Inc. | $78,080 | $71,162 |
| Novartis AG ADR | $78,271 | $72,840 |
| Novo Nordisk ADR | $35,781 | $95,029 |
| Occidental Petroleum Corp. | $97,554 | $105,064 |
| Oracle Corp | $51,804 | $49,985 |
| Pepsico, Inc. | $37,495 | $110,908 |
| Philip Morris Intl., Inc. | $209,187 | $388,833 |
| Praxair, Inc. | $36,475 | $87,893 |
| Procter & Gamble Co. | $38,533 | $69,786 |
| Roche Holding Ltd. Spnsd. ADR | $81,206 | $108,414 |
| State Street Corp | $106,351 | $112,694 |
| Target Corp. | $28,885 | $68,619 |
| Texas Instruments, Inc. | $64,367 | $138,643 |
| Total SA ADR | $45,999 | $50,460 |
| Twenty First Century Fox B | $24,179 | $19,075 |
| Twenty First Century Fox Inc | $16,848 | $34,489 |
| Union Pacific Corp | $85,756 | $93,312 |
| United Technologies Corp. | $44,366 | $76,734 |
| unitedhealth Group Inc | $67,515 | $80,020 |
| Verisign Inc. | $29,447 | $34,232 |
| Visa Inc. | $68,001 | $78,020 |
| Walgreens Boots Alliance Inc. | $25,176 | $73,656 |
| Wells Fargo Co. | $87,774 | $104,706 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (3 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| Ohio Filing Fee | $200 | $0 | $200 |
| Bank Fees | $225 | $0 | $225 |
| Foreign Divd. Inv Fees | $640 | $640 | $0 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | US Bank-Foreign Tax Refund | Desc |
| Revenue And Expenses Per Books | $126 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $126 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $126 | AdjustedNetIncomeAmt |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | Grant returned-Christian Comm School | Desc |
| Amt | $50,000 | 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 | $37,468 | $37,468 | $0 |
| U.S. Bank - Custodian Fees | $6,537 | $6,537 | $0 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| Excise Taxes | $7,478 | $0 | $0 |
| Foreign Dividend Taxes | $4,646 | $4,646 | $0 |
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