CROSS CHARITABLE FOUNDATION INC: Form 990PF, tax year 2024
View the entire original 990 at ProPublica ↗
- Organization
- CROSS CHARITABLE FOUNDATION INC (EIN 83-0331707)
- Tax period
- 2024-01-01 to 2024-12-31
- Filed
- 2025-11-10
- IRS object ID
- 202513149349103406
- 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
- Contractor Compensation Expln
- Investments Land Schedule2
- Other Assets 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 | 2025-11-10T15:36:09-08:00 | ReturnTs |
| Tax Period End | 2024-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 820467399 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Rudd & Company PLLC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3805 Valley Commons Dr Ste 7 | AddressLine1Txt |
| City | Bozeman | CityNm |
| State Abbreviation | MT | StateAbbreviationCd |
| ZIP | 59718 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2024-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 830331707 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CROSS CHARITABLE FOUNDATION | BusinessNameLine1Txt |
| Business Name Line2 | ATTN JOHN R CLARK | BusinessNameLine2Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | CROS | BusinessNameControlTxt |
| Phone | 4065853393 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3805 VALLEY COMMONS DRIVE 7 | AddressLine1Txt |
| City | BOZEMAN | CityNm |
| State Abbreviation | MT | StateAbbreviationCd |
| ZIP | 59718 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | JOHN R CLARK | PersonNm |
| Person Title | Treasurer | PersonTitleTxt |
| Signature | 2025-11-10 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | Yes (true) | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | JOHN R CLARKCPA | PreparerPersonNm |
| PTIN | P00427328 | PTIN |
| Phone | 4065853393 | 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 | $70,064,593 | 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 | $126,580 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $126,580 | InterestOnSavNetInvstIncmAmt |
| Interest On Savings Adj Net Incm | $126,580 | InterestOnSavingsAdjNetIncmAmt |
| Dividends Rev And Expnss | $931,330 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $931,330 | DividendsNetInvstIncmAmt |
| Dividends Adj Net Incm | $931,330 | DividendsAdjNetIncmAmt |
| Gross Rents Rev And Expnss | $1,720,000 | GrossRentsRevAndExpnssAmt |
| Gross Rents Net Invst Incm | $1,720,000 | GrossRentsNetInvstIncmAmt |
| Gross Rents Adj Net Incm | $1,720,000 | GrossRentsAdjNetIncmAmt |
| Net Rental Income Or Loss | $1,668,561 | NetRentalIncomeOrLossAmt |
| Net Gain Sale Ast Rev And Expnss | $1,204,555 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $7,139,322 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $1,204,555 | CapGainNetIncmNetInvstIncmAmt |
| Net ST Capital Gain Adj Net Incm | $5,268 | NetSTCapitalGainAdjNetIncmAmt |
| Other Income Rev And Expnss | $10,154 | OtherIncomeRevAndExpnssAmt |
| Total Rev And Expnss | $3,992,619 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $3,982,465 | TotalNetInvstIncmAmt |
| Total Adj Net Incm | $2,783,178 | TotalAdjNetIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $168,000 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $42,000 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $126,000 | CompOfcrDirTrstDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $7,784 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Chrtbl Prps | $7,784 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $303,223 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $303,223 | OtherProfFeesNetInvstIncmAmt |
| Taxes Rev And Expnss | $101,934 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $21,934 | TaxesNetInvstIncmAmt |
| Deprec And Dpltn Rev And Expnss | $354,845 | DeprecAndDpltnRevAndExpnssAmt |
| Deprec And Dpltn Net Invst Incm | $354,845 | DeprecAndDpltnNetInvstIncmAmt |
| Trav Conf Meeting Rev And Expnss | $1,472 | TravConfMeetingRevAndExpnssAmt |
| Trav Conf Meeting Dsbrs Chrtbl | $1,472 | TravConfMeetingDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $53,504 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $51,439 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $2,065 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $990,762 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $773,441 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $137,321 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $2,572,000 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $2,572,000 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $3,562,762 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $773,441 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $2,709,321 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $429,857 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $3,209,024 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $2,783,178 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $3,209,150 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $1,067,235 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $1,067,235 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $37,567,525 | CorporateStockBOYAmt |
| Corporate Stock EOY | $43,647,204 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $43,647,204 | CorporateStockEOYFMVAmt |
| Invst Land Cost Or Other Basis | $16,711,234 | InvstLandCostOrOtherBasisAmt |
| Invst Land Accum Depreciation | $3,608,792 | InvstLandAccumDepreciationAmt |
| Land Bldg Investments BOY | $13,457,288 | LandBldgInvestmentsBOYAmt |
| Land Bldg Investments EOY | $13,102,442 | LandBldgInvestmentsEOYAmt |
| Land Bldg Investments EOYFMV | $24,920,000 | LandBldgInvestmentsEOYFMVAmt |
| Other Assets EOY | $430,154 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $430,154 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $54,233,963 | TotalAssetsBOYAmt |
| Total Assets EOY | $58,247,035 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $70,064,593 | TotalAssetsEOYFMVAmt |
| Accounts Payable EOY | $25,148 | AccountsPayableEOYAmt |
| Total Liabilities EOY | $25,148 | TotalLiabilitiesEOYAmt |
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
| No Donor Rstr Net Assests BOY | $54,233,963 | NoDonorRstrNetAssestsBOYAmt |
| No Donor Rstr Net Assests EOY | $58,221,887 | NoDonorRstrNetAssestsEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $54,233,963 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $58,221,887 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $54,233,963 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $58,247,035 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $54,233,963 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $429,857 | ExcessRevenueOverExpensesAmt |
| Other Increases | $3,558,067 | OtherIncreasesAmt |
| Subtotal | $58,221,887 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $58,221,887 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (10 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|---|
| Baird Acct #3146-4427 Short Term | P | 2024-01-01 | 2024-12-31 | $15,501 | $14,610 | $891 | $891 |
| Baird Acct #3146-4427 Long Term | P | 2020-01-01 | 2024-12-31 | $2,053,843 | $1,672,880 | $380,963 | $380,963 |
| WF Acct #1194 ST Covered | P | 2024-01-01 | 2024-12-31 | $460,910 | $459,350 | $1,560 | $1,560 |
| WF Acct #1194 ST Non Covered | P | 2024-01-01 | 2024-12-31 | $125,121 | $125,121 | ||
| WF Acct #1194 LT Covered | P | 2020-01-01 | 2024-12-31 | $3,690,770 | $3,225,769 | $465,001 | $465,001 |
| wf acct #1164-3620 ST Covered | P | 2024-01-01 | 2024-12-31 | $62,876 | $60,059 | $2,817 | $2,817 |
| WF Acct #1164-3620 LT Covered | P | 2020-01-01 | 2024-12-31 | $439,166 | $261,296 | $177,870 | $177,870 |
| WF Acct #1164-3620 LT Noncovered | P | 2020-01-01 | 2024-12-31 | $160,810 | $47,990 | $112,820 | $112,820 |
| WF Acct #2128-5811 LT Covered | P | 2020-01-01 | 2024-12-31 | $81,986 | $67,692 | $14,294 | $14,294 |
| CAPITAL GAIN DISTRIBUTIONS | P | 2020-01-01 | 2024-12-31 | $48,339 | $48,339 | $48,339 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $1,204,555 | CapitalGainNetIncomeAmt |
| Net Short Term Capital Gain Loss | $5,268 | NetShortTermCapitalGainLossAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $44,605 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $44,605 | SubtotalAmt |
| Tax Based On Investment Income | $44,605 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $60,430 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $60,430 | TotalPaymentsAndCreditsAmt |
| Overpayment | $15,825 | OverpaymentAmt |
| Applied To ES Tax | $15,825 | 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 | WY | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (true) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | false | PrivateOperatingFoundationInd |
| New Substantial Contributors | false | NewSubstantialContributorsInd |
| Own Controlled Entity | false | OwnControlledEntityInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (true) | ComplyWithPublicInspRqrInd |
| Website Address | crosscharitablefoundation.org | WebsiteAddressTxt |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | JOHN CLARK CPA | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 4065853393 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3805 VALLEY COMMONS DRIVE 7 | AddressLine1Txt |
| City | BOZEMAN | CityNm |
| State Abbreviation | MT | StateAbbreviationCd |
| ZIP | 59718 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | false | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | false | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | false | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | false | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | false | 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 |
| Subj To Tax Rmnrtn Ex Prcht Pymt | false | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (4 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt |
|---|---|---|---|---|---|---|
| CAROL GONNELLA | ||||||
| PO BOX 1226 | JACKSON | WY | 83001 | Secretary | 5.00 | $42,000 |
| JOHN R CLARK | ||||||
| 3805 VALLEY COMMONS DR STE 7 | BOZEMAN | MT | 59718 | Treasurer | 5.00 | $42,000 |
| MARY BETH THOMPSON | ||||||
| 357 WEST 2600 SOUTH | BOUNTIFUL | UT | 84010 | Vice President | 5.00 | $42,000 |
| RYAN KIRKHAM | ||||||
| PO BOX 1789 | WEST YELLOWSTONE | MT | 59758 | Vice President | 5.00 | $42,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
Compensation Of Hghst Pd Cntrct CompensationOfHghstPdCntrctGrp (2 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | Service TypeServiceTypeTxt | CompensationCompensationAmt |
|---|---|---|---|---|---|
| WELLS FARGO CLEARING SERVICES LLC | |||||
| 2801 MARKET STREET | SAINT LOUIS | MO | 63103 | INVESTMENT ADVISORY | $150,946 |
| ROBER W BAIRD & CO INC | |||||
| 777 EAST WISCONSIN AVENUE | MILWAUKEE | WI | 53202 | INVESTMENT ADVISORY | $152,277 |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $43,913,525 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $261,844 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $24,920,000 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $69,095,369 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Adjusted Total FMV Of Unused Ast | $69,095,369 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $1,036,431 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $68,058,938 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $3,402,947 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $3,402,947 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $44,605 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $44,605 | TotalTaxAmt |
| Distributable Before Adj | $3,358,342 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $3,358,342 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $3,358,342 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $2,709,321 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $2,709,321 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $3,358,342 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $545,619 | UndistributedIncomePYAmt |
| Qualifying Distributions | $2,709,321 | QualifyingDistributionsAmt |
| Applied To Year1 | $545,619 | AppliedToYear1Amt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $2,163,702 | AppliedToCurrentYearAmt |
| Undistributed Income CY | $1,194,640 | UndistributedIncomeCYAmt |
Supplementary Information SupplementaryInformationGrp
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | CROSS CHARITABLE FOUNDATION | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3805 VALLEY COMMONS DRIVE SUITE 7 | AddressLine1Txt |
| City | BOZEMAN | CityNm |
| State Abbreviation | MT | StateAbbreviationCd |
| ZIP | 59718 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 4065853393 | RecipientPhoneNum |
| Recipient Email Address | crosscharitablefoundation.net | RecipientEmailAddressTxt |
| Form And Info And Materials | SUBMITTED ELECTRONICALLY ONLINE | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | SEPTEMBER 31, | SubmissionDeadlinesTxt |
| Restrictions On Awards | GRANTS ARE FOCUSED IN MONTANA, IDAHO, UTAH, AND WYOMING. | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (110 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| OGDEN-WEBER ATC FOUNDATION | |||||||
| 2389 WASHINGTON BLVD SUITE 210 | OGDEN | UT | 84201 | NONE | PC | CONSTRUCTION OF SCHOOL BUILDING | $100,000 |
| CLIMB WYOMING | |||||||
| 1001 WEST 31ST STREET | CHEYENNE | WY | 82001 | NONE | PC | General Fund | $35,000 |
| WESTERN WATERSHEDS | |||||||
| PO BOX 1770 | HAILEY | ID | 83333 | NONE | PC | General Fund | $25,000 |
| BIG SKY YOUTH EMPOWERMENT | |||||||
| 301 EAST MAIN STREET | BOZEMAN | MT | 59715 | NONE | PC | General Fund | $30,000 |
| UTAH ANIMAL ADOPTION CENTER | |||||||
| 1955 NORTH REDWOOD ROAD | SALT LAKE CITY | UT | 84116 | NONE | PC | General Fund | $10,000 |
| ANIMAL ADOPTION CENTER | |||||||
| 175 NORTH GLENWOOD STREET | JACKSON | WY | 83001 | NONE | PC | General Fund | $25,000 |
| ABILITY FOUND | |||||||
| 5236 S GREENPINE DRIVE | SALT LAKE CITY | UT | 84123 | NONE | PC | GENERAL FUND | $15,000 |
| JR ACHIEVEMENT OF UTAH | |||||||
| 515 E 100 S 200 | SALT LAKE CITY | UT | 84102 | NONE | PC | GENERAL FUND | $10,000 |
| SOUTH VALLEY SANCTUARY | |||||||
| PO BOX 1028 | WEST JORDAN | UT | 84084 | NONE | PC | GENERAL FUND | $20,000 |
| SAE INTERNATIONAL | |||||||
| 1200 G ST NW SUITE 800 | WASHINGTON DC | DC | 20005 | NONE | PC | GENERAL FUND | $30,000 |
| HENRY'S FORK FOUNDATION | |||||||
| 606 MAIN ST | ASHTON | ID | 83420 | NONE | PF | GENERAL FUND | $25,000 |
| WEST YELLOWSTONE FOUNDATION | |||||||
| PO BOX 255 | WEST YELLOWSTONE | MT | 59758 | NONE | PF | GENERAL FUND | $30,000 |
| GREATER YELLOWSTONE COALITION | |||||||
| 215 S WALLACE | BOZEMAN | MT | 59715 | NONE | PC | GENERAL FUND | $10,000 |
| BEST FRIENDS ANIMAL SOCIETY | |||||||
| 5001 ANGEL CANYON ROAD | KANAB | UT | 84741 | NONE | PC | GENERAL FUND | $25,000 |
| HEART OF THE VALLEY ANIMAL SHELTER | |||||||
| 1549 E CAMERON BRIDGE RD | BOZEMAN | MT | 59718 | NONE | PC | GENERAL FUND | $25,000 |
| BLACKFOOT CHALLENGE INC | |||||||
| 405 MAIN STREET | OVANDO | MT | 59854 | NONE | PC | GENERAL FUND | $25,000 |
| HUMANE SOCIETY OF UTAH | |||||||
| PO BOX 573659 | MURRAY | UT | 84157 | NONE | PC | GENERAL FUND | $30,000 |
| INTERMOUNTAIN THERAPY ANIMALS | |||||||
| 4050 SOUTH 2700 EAST | SALT LAKE CITY | UT | 84124 | NONE | PC | GENERAL FUND | $25,000 |
| MONTANA CONSERVATION CORPS | |||||||
| 206 N GRAND | BOZEMAN | MT | 59715 | NONE | PC | GENERAL FUND | $30,000 |
| SNAKE RIVER ANIMAL SHELTER | |||||||
| 430 PARK AVE | IDAHO FALLS | ID | 83402 | NONE | PC | GENERAL FUND | $50,000 |
| THRIVE | |||||||
| 400 E BABCOCK ST | BOZEMAN | MT | 59715 | NONE | PC | GENERAL FUND | $30,000 |
| NATIONAL WILDLIFE FEDERATION | |||||||
| PO BOX 1583 | MERRIFIELD | VA | 22116 | NONE | PC | GENERAL FUND | $20,000 |
| FAMILY COUNSELING SERVICE | |||||||
| 3518 WASHINGTON BLVD | OGDEN | UT | 84403 | NONE | PC | GENRAL FUND | $20,000 |
| ALLLIANCE HOUSE | |||||||
| 1724 S MAIN ST | SALT LAKE CITY | UT | 84115 | NONE | PC | GENERAL FUND | $10,000 |
| THE TRUST FOR PUBLIC LAND | |||||||
| 111 SOUTH GRAND AVENUE SUITE 203 | BOZEMAN | MT | 59715 | NONE | PC | GENERAL FUND | $50,000 |
| YCC FAMILY CRISIS CENTER | |||||||
| 2261 ADAMS AVENUE | OGDEN | UT | 84401 | NONE | PC | GENERAL FUND | $30,000 |
| TETON REGIONAL LAND TRUST | |||||||
| PO BOX 247 | DRIGGS | ID | 83422 | NONE | PC | GENERAL FUND | $20,000 |
| YELLOWSTONE TO YUKON CONSERV INITIA | |||||||
| PO BOX 157 | BOZEMAN | MT | 59771 | NONE | PC | GENERAL FUND | $20,000 |
| KITSAP HUMANE SOCIETY | |||||||
| 9167 DICKEY RD NW | SILVERDALE | WA | 98383 | NONE | PC | GENERAL FUND | $15,000 |
| AMERICAN PRAIRIE RESERVE | |||||||
| 7 E BEALL ST 3100 | BOZEMAN | MT | 59715 | NONE | PC | GENERAL FUND | $50,000 |
| CENTENNIAL VALLEY ASSOCIATION | |||||||
| PO BOX 240077 | DELL | MT | 59724 | NONE | PC | GENERAL FUND | $10,000 |
| EARTHWORKS | |||||||
| 350 POLLYWOG LN | BELGRADE | MT | 59714 | NONE | PC | GENERAL FUND | $25,000 |
| IDAHO ZOOLOGICAL SOCIETY | |||||||
| 3101 AVENUE OF THE CHIEFS | POCATELLO | ID | 83204 | NONE | PC | GENERAL FUND | $15,000 |
| JEFFERSON LAND TRUST | |||||||
| 1033 LAWRENCE ST | PORT TOWNSEND | WA | 98368 | NONE | PC | GENERAL FUND | $50,000 |
| MONTANA FOOD BANK NETWORK INC | |||||||
| 5625 EXPRESSWAY | MISSOULA | MT | 59808 | NONE | PC | GENERAL FUND | $10,000 |
| MOUNTAIN HOME MONTANA | |||||||
| 2606 SOUTH AVE W | MISSOULA | MT | 59804 | NONE | PC | GENERAL FUND | $25,000 |
| MUSEUM OF IDAHO | |||||||
| 200 N EASTERN AVE | IDAHO FALLS | ID | 83402 | NONE | PC | GENERAL FUND | $15,000 |
| NUZZLES CO | |||||||
| 6699 N LANDMARK DR 103 | PARK CITY | UT | 84098 | NONE | PC | GENERAL FUND | $35,000 |
| SUMMIT LAND CONSERVANCY | |||||||
| 1650 PARK AVE 200 | PARK CITY | UT | 84060 | NONE | PC | GENERAL FUND | $20,000 |
| THE VITAL GROUND FOUNDATION | |||||||
| 20 FORT MISSOULA RD | MISSOULA | MT | 59804 | NONE | PC | GENERAL FUND | $30,000 |
| CENTER VALLEY ANIMAL RESCUE | |||||||
| 11900 CENTER ROAD | QUILCENE | WA | 98376 | NONE | PC | GENERAL FUND | $25,000 |
| EARTHJUSTICE | |||||||
| 50 CALIFORNIA STREET SUITE 500 | SAN FRANCISCO | CA | 94111 | NONE | PC | GENERAL FUND | $75,000 |
| GALLATIN VALLEY LAND TRUST | |||||||
| 212 S WALLACE 102 | BOZEMAN | MT | 59715 | NONE | PC | GENERAL FUND | $20,000 |
| PAWS OF JACKSON HOLE | |||||||
| 320 EAST BROADWAY | JACKSON | WY | 83002 | NONE | PC | GENERAL FUND | $60,000 |
| PROGRESSIVE ANIMAL WELFARE SOCIETY | |||||||
| PO BOX 1037 | LYNNWOOD | WA | 98046 | NONE | PC | GENERAL FUND | $40,000 |
| UNIVERSITY WOMEN'S FOUNDATION | |||||||
| PO BOX 934 | PORT TOWNSEND | WA | 98368 | NONE | PF | GENERAL FUND | $40,000 |
| WASATCH ADAPTIVE SPORTS | |||||||
| 9385 S SNOWBIRD CENTER DRIVE | SNOWBIRD | UT | 84092 | NONE | PC | GENERAL FUND | $30,000 |
| WYOMING WILDERNESS ASSOCIATION | |||||||
| 44 S MAIN ST | SHERIDAN | WY | 82801 | NONE | PC | GENERAL FUND | $15,000 |
| FAMILY PROMISE OF GALLATIN COUNTY | |||||||
| 429 E STORY ST | BOZEMAN | MT | 59715 | NONE | PC | GENERAL FUND | $35,000 |
| GRAND TETON NATIONAL PARK FOUNDATIO | |||||||
| 115 E PEARL AVE 201 | JACKSON | WY | 83001 | NONE | PC | GENERAL FUND | $10,000 |
| SMITHSONIAN INSTITUTION | |||||||
| 600 MARYLAND AVE SW | WASHINGTON | DC | 20002 | NONE | PC | GENERAL FUND | $10,000 |
| LANTERN HOUSE | |||||||
| 269 W 33RD ST | OGDEN | UT | 84401 | NONE | PC | GENERAL FUND | $50,000 |
| MOUNTAIN HUMANE | |||||||
| 101 CROY CREEK RD | HAILEY | ID | 83333 | NONE | PC | GENERAL FUND | $20,000 |
| TRACY AVIARY | |||||||
| 589 E 1300 S | SALT LAKE CITY | UT | 84105 | NONE | PC | GENERAL FUND | $5,000 |
| YOUTH HOMES | |||||||
| PO BOX 7616 | MISSOULA | MT | 59807 | NONE | PC | GENERAL FUND | $7,500 |
| YWCA MISSOULA | |||||||
| 1130 W BROADWAY ST | MISSOULA | MT | 59802 | NONE | PC | GENERAL FUND | $15,000 |
| ADVOCATES FOR SURVIVORS OF DOMESTIC | |||||||
| PO BOX 3216 | HAILEY | ID | 83333 | NONE | PC | GENERAL FUND | $15,000 |
| ASSISTANCE LEAGUE OF SOUTHERN UTAH | |||||||
| PO BOX 910728 | ST GEORGE | UT | 84791 | NONE | PC | GENERAL FUND | $15,000 |
| DOVE HOUSE ADVOCACY SERVICES | |||||||
| 1045 10TH ST | PORT TOWNSEND | WA | 98368 | NONE | PC | GENERAL FUND | $25,000 |
| EAGLE MOUNT BOZEMAN | |||||||
| 6901 GOLDSTEIN LN | BOZEMAN | MT | 59715 | NONE | PC | GENERAL FUND | $25,000 |
| HAVEN | |||||||
| 615 S 16TH AVE | BOZEMAN | MT | 59715 | PC | GENERAL FUND | $25,000 | |
| THE FRIENDSHIP CENTER | |||||||
| 7714 ENGLISH OAK CIRCLE | ELKRIDGE | MD | 21075 | NONE | PC | GENERAL FUND | $25,000 |
| SOCIETY OF ST VINCENT DE PAUL BILLI | |||||||
| 3005 1ST AVE S | BILLINGS | MT | 59101 | NONE | PC | GENERAL FUND | $19,000 |
| OLYMPIC PENINSULA YMCA | |||||||
| 675 N 5TH AVE STE 3A | SEQUIM | WA | 98382 | NONE | PC | GENERAL FUND | $40,000 |
| MONTANA COUNCIL OF TROUT UNLIMITED | |||||||
| 312 N HIGGINS STE 200 | MISSOULA | MT | 59802 | NONE | PC | GENERAL FUND | $10,000 |
| MONTANA AUDUBON | |||||||
| PO BOX 595 | HELENA | MT | 59624 | NONE | PC | GENERAL FUND | $20,000 |
| JESSE TREE | |||||||
| 1121 W MILLER ST | BOISE | ID | 83702 | NONE | PC | GENERAL FUND | $6,000 |
| FIGHT AGAINST DOMESTIC VIOLENCE | |||||||
| 3135 S RICHMOND ST | SALT LAKE CITY | UT | 84106 | NONE | PC | GENERAL FUND | $15,000 |
| DUCKS UNLIMITED INC | |||||||
| 1 WATERFOWL WAY | MEMPHIS | TN | 38120 | NONE | PC | GENERAL FUND | $40,000 |
| CHILD BRIDGE | |||||||
| PO BOX 310 | BIGFORK | MT | 59911 | NONE | PC | GENERAL FUND | $15,000 |
| PEOPLE AND CARNIVORES INC | |||||||
| PO BOX 6733 | BOZEMAN | MT | 59771 | NONE | PC | GENERAL FUND | $17,000 |
| SEALIFE RESPONSE REHAB AND RESEARCH | |||||||
| 2003 S 216TH ST 98811 | DES MOINES | WA | 98198 | NONE | PC | GENERAL FUND | $30,000 |
| ADVOCATES FOR THE WEST | |||||||
| PO BOX 1612 | BOISE | ID | 83701 | NONE | PC | GENERAL FUND | $20,000 |
| BOZEMAN PUBLIC LIBRARY FOUNDATION | |||||||
| 626 EAST MAIN ST | BOZEMAN | MT | 59715 | NONE | PC | GENERAL FUND | $9,000 |
| CANINE WITH A CAUSE | |||||||
| 4050 S 2700 E | HOLLADAY | UT | 84124 | NONE | PC | GENERAL FUND | $10,000 |
| FLORENCE CRITTENTON HOME SERVICES | |||||||
| 901 N HARRIS ST | HELENA | MT | 59601 | NONE | PC | GENERAL FUND | $15,000 |
| FRIENDS OF THE TETON RIVER | |||||||
| 18 N MAIN ST 310 | DRIGGS | ID | 83422 | NONE | PC | GENERAL FUND | $20,000 |
| GLOCAL | |||||||
| 1001 PAISLEY DR | BELGRADE | MT | 59714 | NONE | PC | GENERAL FUND | $10,000 |
| GRAND STAIRCASE ESCALANTE PARTNERS | |||||||
| 310 S 100 E 7 | KANAB | UT | 84741 | NONE | PC | GENERAL FUNDS | $20,000 |
| HOME RESOURCE | |||||||
| 1515 WYOMING ST | MISSOULA | MT | 59801 | NONE | PC | GENERAL FUND | $15,000 |
| HOPA MOUNTAIN | |||||||
| 234 E BABCOCK | BOZEMAN | MT | 59715 | NONE | PC | GENERAL FUND | $10,000 |
| JANNUS INC | |||||||
| 1607 W JEFFERSON ST | BOISE | ID | 83702 | NONE | PC | GENERAL FUND | $25,000 |
| MISSOULA INTERFAITH COLLABORATIVE | |||||||
| 2205 34TH ST | MISSOULA | MT | 59801 | NONE | PC | GENERAL FUND | $15,000 |
| NEEDS BEYOND MEDICINE | |||||||
| PO BOX 712043 | SALT LAKE CITY | UT | 84171 | NONE | PC | GENERAL FUND | $25,000 |
| NORTHERN PLAINS RESOUCE COUNCIL | |||||||
| 220 S 27TH ST STE A | BILLING | MT | 59101 | NONE | PC | GENERAL FUND | $25,000 |
| PALOUSE LAND TRUST | |||||||
| PO BOX 8506 | MOSCOW | ID | 83843 | NONE | PC | GENERAL FUND | $25,000 |
| PROPERTY AND ENVIRONMENT RESEARCH C | |||||||
| 2048 ANALYSIS DR STE A | BOZEMAN | MT | 59718 | NONE | PC | GENERAL FUND | $20,000 |
| SALT LAKE COMMUNITY COLLEGE FOUNDAT | |||||||
| 4600 S REDWOOD RD | SALT LAKE CITY | UT | 84123 | NONE | PC | GENERAL FUND | $50,000 |
| UTAH HEALTH AND HUMAN RIGHTS | |||||||
| 650 E 4500 S STE 220 | MURRAY | UT | 84107 | NONE | PC | GENERAL FUND | $20,000 |
| WYAKIN WARRIOR FOUNDATION | |||||||
| 960 S BROADWAY STE 260 | BOISE | ID | 83706 | NONE | PC | GENERAL FUND | $15,000 |
| YOUTH FUTURES | |||||||
| 1790W TRAFALGA WAY UNIT B | SALT LAKE CITY | UT | 84116 | NONE | PC | GENERAL FUND | $25,000 |
| ALL ABOUT THE ANIMALS COALITION | |||||||
| 3889 E 12th N | Rigby | ID | 83442 | NONE | PC | GENERAL FUND | $20,000 |
| HABITAT FOR HUMANITY OF EAST JEFFER | |||||||
| PO BOX 658 | Port Townsend | WA | 98368 | NONE | PC | GENERAL FUND | $50,000 |
| MCPAWS REGIONAL ANIMAL SHELTER | |||||||
| 831 S 3RD STREET | MCCALL | ID | 83638 | NONE | PC | GENERAL FUND | $6,000 |
| BOZEMAN ART MUSEUM | |||||||
| 2612 W MAIN STREET SUITE B | BOZEMAN | MT | 59718 | NONE | PC | General Fund | $17,500 |
| COMMUNITY RESOURCE CENTER OF TETON | |||||||
| 1420 N HWY 33 SUITE 204 | DRIGGS | ID | 83422 | NONE | PC | General Fund | $15,000 |
| DOMESTIC ABUSE RECOVERY SOLUTIONS | |||||||
| PO BOX 1811 | SANDY | UT | 84091 | NONE | PC | General Fund | $10,000 |
| MISSOULA AGING SERVICES | |||||||
| 337 STEPHENS AVE | MISSOULA | MT | 59801 | NONE | PC | General Fund | $10,000 |
| NORTHWEST MARITIME CENTER | |||||||
| 431 WATER STREET | PORT TOWNSEND | WA | 98368 | NONE | PC | General Fund | $25,000 |
| THE ASKA'S ANIMALS FOUNDATION INC | |||||||
| 1984 WEST 7000 SOUTH PO BOX 1150 | VICTOR | ID | 83455 | NONE | PC | General Fund | $30,000 |
| BRIDGERLAND TECHNICAL COLLEGE | |||||||
| 1301 N 600 W | LOGAN | UT | 84321 | NONE | PC | GENERAL FUND | $20,000 |
| CENTRUM | |||||||
| PO BOX 1158 | PORT TOWNSEND | WA | 98368 | NONE | PC | GENERAL FUND | $15,000 |
| COMMUNITY BOAT PROJECT | |||||||
| PO BOX 266 | NORDLAND | WA | 98358 | NONE | PC | GENERAL FUND | $15,000 |
| FAMILY COUNSELING SERVICES | |||||||
| 3518 WASHINGTON BLVD | OGDEN | UT | 84403 | NONE | PC | GENERAL FUND | $15,000 |
| FRIENDS OF THE CHILDREN WESTERN MON | |||||||
| 735 MICHIGAN AVE | MISSOULA | MT | 59802 | NONE | PC | GENERAL FUND | $15,000 |
| LEARNING LAB INC | |||||||
| 308 E 36TH ST | GARDEN CITY | ID | 83714 | NONE | PC | GENERAL FUND | $15,000 |
| SELKIRK CONSERVATION ALLIANCE | |||||||
| PO BOX 1809 | PRIEST RIVER | ID | 83856 | NONE | PC | GENERAL FUND | $7,000 |
| SPECIAL OLYMPICS UTAH | |||||||
| 12227 S BUSINESS PARK DR BLDG 5 100 | DRAPER | UT | 84020 | NONE | PC | GENERAL FUND | $20,000 |
| ST FRANCIS ANIMAL SHELTER INC | |||||||
| 109 FLATIRON DRIVE | BUFFALO | WY | 82834 | NONE | PC | GENERAL FUND | $8,000 |
| TAUTPHAUS PARK ZOOLOGICAL SOCIETY | |||||||
| PO BOX 51794 | IDAHO FALLS | ID | 83405 | NONE | PC | GENERAL FUND | $10,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $2,572,000 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $126,580 | ExclusionAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $931,330 | ExclusionAmt |
Net Rental Income Personal Prop NetRentalIncomePersonalPropGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 3 | ExclusionCd |
| Exclusion | $1,668,561 | ExclusionAmt |
Other Investment Income OtherInvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $10,154 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | $1,204,555 | RelatedOrExemptFunctionIncmAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $2,736,625 | ExclusionAmt |
| Related Or Exempt Function Incm | $1,204,555 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $3,941,180 | 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 | ACCOUNTING FEES | CategoryTxt |
| Amt | $7,784 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $7,784 | DisbursementsCharitablePrpsAmt |
Contractor Compensation Expln ContractorCompensationExpln
Contractor Comp Expln ContractorCompExplnGrp (2 entries)
| ExplanationExplanationTxt |
|---|
| ROBER W BAIRD & CO INC |
| FINANCIAL ADVISORY FEES PAID TO INVESTMENT MANAGEMENT COMPANY. |
| WELLS FARGO CLEARING SERVICES LLC |
| FINANCIAL ADVISORY FEES PAID TO INVESTMENT MANAGEMENT COMPANY. |
Investments Land Schedule2 InvestmentsLandSchedule2
Investment Land InvestmentLandGrp (3 entries)
| Category Or ItemCategoryOrItemTxt | Cost Or Other BasisCostOrOtherBasisAmt | Accumulated DepreciationAccumulatedDepreciationAmt | EOYFMVEOYFMVAmt | Book ValueBookValueAmt |
|---|---|---|---|---|
| Furniture and Fixtures | $750,708 | $750,708 | $2,089,000 | |
| Buildings | $13,838,971 | $2,858,084 | $17,847,000 | $10,980,887 |
| Land | $2,121,555 | $4,984,000 | $2,121,555 |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp (2 entries)
| DescDesc | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| LEASE RECEIVABLE | $420,000 | $420,000 |
| MISCELLANEOUS RECEIVABLE | $10,154 | $10,154 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (6 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|---|
| COMPUTER EXPENSE | $46 | $46 | |
| INSURANCE | $1,682 | $1,682 | |
| LICENSES & FEES | $250 | $250 | |
| MEALS | $83 | $83 | |
| MEETING EXPENSE | $4 | $4 | |
| Rental Expenses | $51,439 | $51,439 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | Other Investment Income | Desc |
| Revenue And Expenses Per Books | $10,154 | RevenueAndExpensesPerBooksAmt |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | UNREALIZED GAIN ON INVESTMENTS | Desc |
| Amt | $3,558,067 | Amt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | INVESTMENT FEES | CategoryTxt |
| Amt | $303,223 | Amt |
| Net Investment Income | $303,223 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (3 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|
| FEDERAL TAXES PAID | $80,000 | |
| FOREIGN TAXES | $10,387 | $10,387 |
| PROPERTY TAXES | $11,547 | $11,547 |