CROSSROADS FOUNDATION: Form 990PF, tax year 2015
View the entire original 990 at ProPublica ↗
- Organization
- CROSSROADS FOUNDATION (EIN 34-1811495)
- Tax period
- 2015-01-01 to 2015-12-31
- Filed
- 2016-08-15
- IRS object ID
- 201622289349101102
- Schema version
- 2015v2.1
- 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
- Accounting Fees Schedule
- Expln Of Non Filing With AG Stmt
- Investments Corp Stock Schedule
- Other Expenses Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2016-08-15T10:34:38-05:00 | ReturnTs |
| Tax Period End | 2015-12-31 | 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 STE 700 | AddressLine1Txt |
| City | CLEVELAND | CityNm |
| State Abbreviation | OH | StateAbbreviationCd |
| ZIP | 44114 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2015-01-01 | 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 | 2163636493 | PhoneNum |
| Signature | 2016-08-01 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | JOSEPH P KOVALCHECK JR | PreparerPersonNm |
| PTIN | P00226301 | PTIN |
| Phone | 2163630100 | PhoneNum |
| Preparation | 2016-08-03 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2015 | TaxYr |
| Build TS | 2016-09-27 15:27:22Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $6,510,183 | 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 | $76 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $76 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $181,835 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $181,835 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $569,559 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $1,288,745 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $569,559 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $751,470 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $751,470 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $5,549 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $2,212 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $3,337 | CompOfcrDirTrstDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $5,440 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Chrtbl Prps | $5,440 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $46,508 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $46,508 | OtherProfFeesNetInvstIncmAmt |
| Taxes Rev And Expnss | $11,652 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $4,518 | TaxesNetInvstIncmAmt |
| Other Expenses Rev And Expnss | $903 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $478 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $425 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $70,052 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $53,716 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $9,202 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $460,050 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $460,050 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $530,102 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $53,716 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $469,252 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $221,368 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $697,754 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $1,536 | CashBOYAmt |
| Cash EOY | $3,163 | CashEOYAmt |
| Cash EOYFMV | $3,163 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $41,962 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $36,967 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $36,967 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $4,147,483 | CorporateStockBOYAmt |
| Corporate Stock EOY | $4,372,219 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $6,470,053 | CorporateStockEOYFMVAmt |
| Total Assets BOY | $4,190,981 | TotalAssetsBOYAmt |
| Total Assets EOY | $4,412,349 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $6,510,183 | TotalAssetsEOYFMVAmt |
| 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 |
| Retained Earning BOY | -$176,931 | RetainedEarningBOYAmt |
| Retained Earning EOY | $44,437 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $4,190,981 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $4,412,349 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $4,190,981 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $4,412,349 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $4,190,981 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $221,368 | ExcessRevenueOverExpensesAmt |
| Subtotal | $4,412,349 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $4,412,349 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (2 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|
| PUBLICLY TRADED SEC (SEE STMT 8) | P | $67,668 | $68,537 | -$869 | -$869 |
| PUBLICLY TRADED SEC (SEE STMT 9) | P | $1,221,077 | $650,649 | $570,428 | $570,428 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $569,559 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | false | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $325,285 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $6,919,586 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.047009 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $314,987 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $6,369,855 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.049450 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $231,260 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $5,887,002 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.039283 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $303,495 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $5,468,399 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.055500 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $163,832 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $4,827,160 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.033940 | DistributionYr5Rt |
| Total Distribution | 0.225182 | TotalDistributionRt |
| Average Distribution | 0.045036 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $6,841,029 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $308,093 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $6,978 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $315,071 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $469,252 | 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 | $6,978 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $6,978 | SubtotalAmt |
| Tax Based On Investment Income | $6,978 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $4,800 | EstimatedPlusOvpmtIncmTxAmt |
| Applied To Es Tax | $5,700 | AppliedToEsTaxAmt |
| Total Payments And Credits | $10,500 | TotalPaymentsAndCreditsAmt |
| Overpayment | $3,522 | OverpaymentAmt |
| Applied To ES Tax | $3,522 | AppliedToESTaxAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | false | LegislativePoliticalActyInd |
| More Than100 Spent | false | MoreThan100SpentInd |
| Form1120 POL Filed | false | Form1120POLFiledInd |
| Activities Not Previously Rpt | false | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | false | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | false | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | false | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (true) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (true) | AtLeast5000InAssetsInd |
| Org Report Or Register State | OH | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | false | 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 | 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 | 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 | false | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | false | PaymentToGovernmentOfficialInd |
| Acts Fail To Qlfy As Exceptions | false | ActsFailToQlfyAsExceptionsInd |
| Uncorrected Prior Acts | false | UncorrectedPriorActsInd |
| Undistributed Income PY | false | UndistributedIncomePYInd |
| Business Holdings | false | BusinessHoldingsInd |
| Jeopardy Investments | false | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | false | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | false | InfluenceLegislationInd |
| Influence Election | false | InfluenceElectionInd |
| Grants To Individuals | false | GrantsToIndividualsInd |
| Grants To Organizations | false | GrantsToOrganizationsInd |
| Noncharitable Purpose | false | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
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 | Address Line2USAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|---|---|---|
| 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 | CLEVELAND | OH | 44114 | SECRETARY | 0.60 | $5,549 | $0 | $0 | 9TH FLOOR |
| 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 |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | N/A | Description1Txt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $6,884,358 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $60,849 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $6,945,207 | TotalFMVOfUnusedAssetsAmt |
| Adjusted Total FMV Of Unused Ast | $6,945,207 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $104,178 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $6,841,029 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $342,051 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $342,051 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $6,978 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $6,978 | TotalTaxAmt |
| Distributable Before Adj | $335,073 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $335,073 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $335,073 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $469,252 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $469,252 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $6,978 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $462,274 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $335,073 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $275,667 | UndistributedIncomePYAmt |
| Qualifying Distributions | $469,252 | QualifyingDistributionsAmt |
| Applied To Year1 | $275,667 | AppliedToYear1Amt |
| Applied To Current Year | $193,585 | AppliedToCurrentYearAmt |
| Undistributed Income CY | $141,488 | UndistributedIncomeCYAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | NONE | ContributingManagerNm |
| Shareholder Manager | NONE | ShareholderManagerNm |
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
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | SEE SCHEDULE ATTACHED | RecipientPersonNm |
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 | $460,050 | Amt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $460,050 | TotalGrantOrContriPdDurYrAmt |
Grant Or Contri Apprv For Fut GrantOrContriApprvForFutGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | SEE SCHEDULE ATTACHED | RecipientPersonNm |
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 | $340,000 | Amt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Apprv Fut | $340,000 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $76 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $181,835 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $569,559 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $751,470 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $751,470 | 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 |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | M+N ADVISORY SERVICES LLC | CategoryTxt |
| Amt | $5,440 | Amt |
| Disbursements Charitable Prps | $5,440 | 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 (72 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| ABBOTT LABS | $60,744 | $112,275 |
| ABBVIE INC | $55,463 | $132,105 |
| ACE, LTD. | $147,206 | $169,433 |
| AIR PRODUCTS & CHEMICALS, INC. | $36,347 | $52,044 |
| ALEXION PHARMACEUTICALS, INC. | $70,847 | $76,300 |
| ALPHABET, INC. | $62,808 | $75,888 |
| ALTRIA GROUP, INC. | $90,379 | $265,438 |
| AMERICAN EXPRESS CO | $157,632 | $125,190 |
| ANHEUSER BUSCH NV | $88,042 | $100,000 |
| APPLE, INC. | $56,780 | $319,464 |
| ASML HOLDING NV NY REG. SHARES | $72,124 | $66,578 |
| AUTOMATIC DATA PROCESSING, INC. | $16,092 | $33,888 |
| BERKSHIRE HATHAWAY, INC. CLASS A | $62,100 | $197,800 |
| BLACKROCK, INC. | $67,734 | $102,156 |
| CALIF RESOURCES CORP | ||
| CANADIAN PACIFIC RAILWAY, LTD. | $43,100 | $44,660 |
| CATERPILLAR, INC. | ||
| CELGENE CORP | $53,081 | $71,856 |
| CHEVRON CORP. | $89,377 | $122,346 |
| COCA COLA CO. | $154,389 | $244,872 |
| COMCAST CORP A | $111,432 | $132,611 |
| CONOCOPHILLIPS | $25,932 | $23,345 |
| DIAGEO PLC SPNSRD. ADR | $63,795 | $59,988 |
| DISNEY, WALT CO. | $63,673 | $141,858 |
| EXXON MOBIL CORP. | $337,676 | $319,595 |
| FACEBOOK INC. A | $136,804 | $162,223 |
| FRANKLIN RESOURCES, INC. | $65,729 | $55,230 |
| GENERAL ELECTRIC CO. | ||
| GILEAD SCIENCES INC | $63,734 | $80,952 |
| INTEL CORP. | ||
| INTERCONTINENTAL EXCHANGE INC. | $82,781 | $89,691 |
| INTERNATIONAL BUSINESS MACHINES CORP | $83,002 | $89,453 |
| JOHNSON & JOHNSON | ||
| JP MORGAN CHASE & CO. | $91,622 | $122,155 |
| KINDER MORGAN, INC. | $55,991 | $30,437 |
| LAUDER, ESTEE COS., INC. CLASS A | $23,874 | $110,956 |
| MCDONALD'S CORP. | $29,879 | $106,326 |
| MERCK AND CO., INC. | ||
| MICROSOFT CORP | $65,260 | $83,220 |
| NESTLE SA ADR | ||
| NESTLE SA SPNSRD. ADR | $81,565 | $180,841 |
| NEWS CORP | ||
| NIKE INC. | $66,671 | $75,000 |
| NOVARTIS AG ADR | $87,811 | $94,644 |
| NOVO NORDISK ADR | $40,543 | $174,240 |
| OCCIDENTAL PETROLEUM CORP. | $106,442 | $106,486 |
| ORACLE CORP | $51,804 | $47,489 |
| PEPSICO, INC. | $41,032 | $115,907 |
| PHILIP MORRIS INTL., INC. | $221,492 | $395,595 |
| PHILLIPS 66 | ||
| PRAXAIR, INC. | $36,475 | $76,800 |
| PROCTER & GAMBLE CO. | $52,460 | $89,733 |
| QUALCOMM, INC. | $31,152 | $39,988 |
| ROCHE HOLDING LTD. SPNSD. ADR | $84,956 | $134,433 |
| ROCHE HOLDINGS LTD | ||
| ROYAL DUTCH SHELL ADR | ||
| SABMILLER PLC ADR | $59,154 | $80,905 |
| STATE STREET CORP | $106,351 | $96,222 |
| TARGET CORP. | $31,925 | $76,240 |
| TEXAS INSTRUMENTS, INC. | $96,874 | $142,506 |
| TIME WARNER CABLE, INC. | ||
| TOTAL SA ADR | $55,471 | $53,490 |
| TWENTY FIRST CENTURY FOX B | $24,179 | $19,061 |
| TWENTY FIRST CENTURY FOX INC | $54,883 | $82,295 |
| UNION PACIFIC CORP | $85,756 | $70,380 |
| UNITED TECHNOLOGIES CORP. | $44,366 | $67,249 |
| VERISIGN INC. | $35,991 | $48,048 |
| VISA INC. | $68,001 | $77,550 |
| WAL-MART STORES, INC. | ||
| WALGREENS BOOTS ALLIANCE INC. | $33,662 | $101,334 |
| WALGREEN CO. | ||
| WELLS FARGO CO. | $87,774 | $103,284 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (4 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|---|
| EXPENSES | |||
| OHIO FILING FEE | $200 | $200 | |
| BANK FEES | $225 | $225 | |
| FOREIGN DIVD. INV FEES | $478 | $478 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|
| FAYEZ SAROFIM-INV MGMT. FEES | $39,502 | $39,502 |
| U.S. BANK - CUSTODIAN FEES | $7,006 | $7,006 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|
| EXCISE TAXES | $7,134 | |
| FOREIGN DIVIDEND TAXES | $4,518 | $4,518 |
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