CROSSROADS FOUNDATION: Form 990PF, tax year 2014
View the entire original 990 at ProPublica ↗
- Organization
- CROSSROADS FOUNDATION (EIN 34-1811495)
- Tax period
- 2014-01-01 to 2014-12-31
- Filed
- 2015-07-29
- IRS object ID
- 201522109349100707
- Schema version
- 2014v5.0
- 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 Assets Schedule
- Other Expenses Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2015-07-29T11:42:16-05:00 | ReturnTs |
| Tax Period End | 2014-12-31 | 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 | 2014-01-01 | 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 | AddressLine1Txt |
| Address Line2 | ROOM/SUITE 700 | AddressLine2Txt |
| 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 | 2015-06-30 | 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 | 2015-07-29 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2014 | TaxYr |
| Build TS | 2016-02-25 16:41:14Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $7,149,633 | 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 | $82 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $82 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $189,619 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $189,619 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $337,161 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $939,540 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $337,161 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $526,862 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $526,862 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $4,035 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $2,391 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $1,644 | CompOfcrDirTrstDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $5,440 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Chrtbl Prps | $5,440 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $46,952 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $46,952 | OtherProfFeesNetInvstIncmAmt |
| Taxes Rev And Expnss | $6,001 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $3,601 | TaxesNetInvstIncmAmt |
| Other Expenses Rev And Expnss | $725 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $490 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $235 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $63,153 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $53,434 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $7,319 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $322,700 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $322,700 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $385,853 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $53,434 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $330,019 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $141,009 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $473,428 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $6,120 | CashBOYAmt |
| Cash EOY | $1,536 | CashEOYAmt |
| Cash EOYFMV | $1,536 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $43,706 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $41,962 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $41,962 | SavAndTempCashInvstEOYFMVAmt |
| Acct Rcvbl BOY | $14 | AcctRcvblBOYAmt |
| Prepaid Expenses BOY | $226 | PrepaidExpensesBOYAmt |
| Corporate Stock BOY | $3,999,905 | CorporateStockBOYAmt |
| Corporate Stock EOY | $4,147,483 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $7,106,135 | CorporateStockEOYFMVAmt |
| Other Assets BOY | $1 | OtherAssetsBOYAmt |
| Total Assets BOY | $4,049,972 | TotalAssetsBOYAmt |
| Total Assets EOY | $4,190,981 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $7,149,633 | 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 | -$317,940 | RetainedEarningBOYAmt |
| Retained Earning EOY | -$176,931 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $4,049,972 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $4,190,981 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $4,049,972 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $4,190,981 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $4,049,972 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $141,009 | ExcessRevenueOverExpensesAmt |
| Subtotal | $4,190,981 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $4,190,981 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Property | PUBLICLY TRADED SECURITIES | PropertyDesc |
| How Acquired | P | HowAcquiredCd |
| Gross Sales Price | $939,540 | GrossSalesPriceAmt |
| Cost Or Other Basis | $602,379 | CostOrOtherBasisAmt |
| Gain Or Loss | $337,161 | GainOrLossAmt |
| Gains Minus Excess Or Losses | $337,161 | GainsMinusExcessOrLossesAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $337,161 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | false | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $314,987 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $6,369,855 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.049450 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $231,260 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $5,887,002 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.039283 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $303,495 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $5,468,399 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.055500 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $163,832 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $4,827,160 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.033940 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $164,408 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $4,150,838 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.039608 | DistributionYr5Rt |
| Total Distribution | 0.217781 | TotalDistributionRt |
| Average Distribution | 0.043556 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $6,919,586 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $301,389 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $4,734 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $306,123 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $330,019 | 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 | $4,734 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $4,734 | SubtotalAmt |
| Tax Based On Investment Income | $4,734 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $2,400 | EstimatedPlusOvpmtIncmTxAmt |
| Applied To Es Tax | $3,700 | AppliedToEsTaxAmt |
| Total Payments And Credits | $6,100 | TotalPaymentsAndCreditsAmt |
| Overpayment | $1,366 | OverpaymentAmt |
| Applied To ES Tax | $1,366 | 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 |
|---|---|---|---|---|---|---|---|---|
| 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 | ||||||||
| 925 EUCLID AVE STE 2000 | CLEVELAND | OH | 44115 | SECRETARY | 0.60 | $4,035 | $0 | $0 |
| DONALD T MOORE | ||||||||
| 1111 SUPERIOR AVE STE 700 | CLEVELAND | OH | 44114 | TRUSTEE | 0.10 | $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 | $6,961,420 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $63,540 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $7,024,960 | TotalFMVOfUnusedAssetsAmt |
| Adjusted Total FMV Of Unused Ast | $7,024,960 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $105,374 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $6,919,586 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $345,979 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $345,979 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $4,734 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $4,734 | TotalTaxAmt |
| Distributable Before Adj | $341,245 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $341,245 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $341,245 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $330,019 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $330,019 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $4,734 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $325,285 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $341,245 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $264,441 | UndistributedIncomePYAmt |
| Qualifying Distributions | $330,019 | QualifyingDistributionsAmt |
| Applied To Year1 | $264,441 | AppliedToYear1Amt |
| Applied To Current Year | $65,578 | AppliedToCurrentYearAmt |
| Undistributed Income CY | $275,667 | 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 | $322,700 | Amt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $322,700 | 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 | $480,000 | Amt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Apprv Fut | $480,000 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $82 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $189,619 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $337,161 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $526,862 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $526,862 | 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 (71 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| ABBOTT LABS | $64,500 | $117,052 |
| ABBVIE INC | $55,463 | $145,931 |
| ACE, LTD. | $94,831 | $109,136 |
| AIR PRODUCTS & CHEMICALS, INC. | $36,347 | $57,692 |
| ALTRIA GROUP, INC. | $96,325 | $239,452 |
| AMERICAN EXPRESS CO | $139,169 | $144,212 |
| ANHEUSER BUSCH NV | $77,124 | $78,624 |
| APPLE, INC. | $72,894 | $423,307 |
| ASML HOLDING NV NY REG. SHARES | $26,624 | $32,349 |
| AUTOMATIC DATA PROCESSING, INC. | $48,275 | $100,044 |
| BERKSHIRE HATHAWAY, INC. CLASS A | $62,100 | $226,000 |
| BLACKROCK, INC. | $67,734 | $107,268 |
| CALIF RESOURCES CORP | $3,843 | $3,471 |
| CANADIAN PACIFIC RAILWAY, LTD. | $49,762 | $77,076 |
| CATERPILLAR, INC. | $51,065 | $64,071 |
| CELGENE CORP | $53,081 | $67,116 |
| CHEVRON CORP. | $89,377 | $152,565 |
| COCA COLA CO. | $163,197 | $253,320 |
| COMCAST CORP A | $59,250 | $84,115 |
| CONOCOPHILLIPS | $25,932 | $34,530 |
| DIAGEO PLC SPNSRD. ADR | $75,511 | $74,158 |
| DISNEY, WALT CO. | $53,239 | $117,738 |
| EXXON MOBIL CORP. | $395,328 | $443,760 |
| FRANKLIN RESOURCES, INC. | $65,729 | $83,055 |
| FREEPORT-MCMORAN CPPR & GOLD CL B | ||
| GENERAL ELECTRIC CO. | $36,083 | $35,378 |
| GILEAD SCIENCES INC | $71,721 | $84,834 |
| INTEL CORP. | $80,044 | $79,838 |
| INTERNATIONAL BUSINESS MACHINES CORP | $90,091 | $112,308 |
| INTUITIVE SURGICAL, INC. | ||
| JOHNSON & JOHNSON | $6,093 | $141,169 |
| JP MORGAN CHASE & CO. | $91,622 | $115,773 |
| KINDER MORGAN, INC. | $55,991 | $86,312 |
| KRAFT FOODS GROUP, INC. | ||
| LAUDER, ESTEE COS., INC. CLASS A | $33,098 | $111,252 |
| MCDONALD'S CORP. | $41,149 | $112,440 |
| MERCK AND CO., INC. | $12,158 | $39,753 |
| MONDELEZ INTERNATIONAL, INC. | ||
| NESTLE SA ADR | $96,205 | $191,859 |
| NESTLE SA SPNSRD. ADR | ||
| NEWS CORP | $4,428 | $9,806 |
| NEWS CORP., INC. CLASS A | ||
| NOVARTIS AG ADR | $87,811 | $101,926 |
| NOVO NORDISK ADR | ||
| NOVO NORDISK ADR | $45,985 | $143,888 |
| OCCIDENTAL PETROLEUM CORP. | $106,442 | $126,961 |
| PEPSICO, INC. | $48,107 | $128,602 |
| PHILIP MORRIS INTL., INC. | $231,336 | $382,815 |
| PHILLIPS 66 | $7,707 | $17,925 |
| PRAXAIR, INC. | $52,996 | $136,038 |
| PROCTER & GAMBLE CO. | $103,527 | $203,131 |
| QUALCOMM, INC. | $31,152 | $59,464 |
| ROCHE HOLDING LTD. SPNSD. ADR | ||
| ROCHE HOLDINGS LTD | $84,956 | $132,561 |
| ROYAL DUTCH SHELL ADR | $29,727 | $72,975 |
| ROYAL DUTCH SHELL PLC SPNSD. ADR | ||
| SABMILLER PLC ADR | ||
| SABMILLER PLC ADR | $59,155 | $69,606 |
| STATE STREET CORP | $106,351 | $113,825 |
| TARGET CORP. | $38,006 | $94,888 |
| TEXAS INSTRUMENTS, INC. | $102,351 | $144,355 |
| TIME WARNER CABLE, INC. | $18,699 | $45,618 |
| TOTAL SA ADR | ||
| TOTAL SA ADR | $74,447 | $81,408 |
| TWENTY FIRST CENTURY FOX B | $14,271 | $14,756 |
| TWENTY FIRST CENTURY FOX INC | $54,883 | $116,367 |
| UNION PACIFIC CORP | $61,274 | $83,391 |
| UNITED TECHNOLOGIES CORP. | $50,704 | $92,000 |
| WAL-MART STORES, INC. | $81,504 | $158,019 |
| WALGREEN CO. | $60,536 | $163,068 |
| WELLS FARGO CO. | $50,173 | $65,784 |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | ROUNDING ADJUSTMENT | Desc |
| BOY Book Value | $1 | BOYBookValueAmt |
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 | $35 | $35 | |
| FOREIGN DIVD. INV. FEES | $490 | $490 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|
| FAYEZ SAROFIM INV. MGMT. FEES | $39,653 | $39,653 |
| U.S. BANK - CUSTODIAN FEES | $7,299 | $7,299 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|
| EXCISE TAXES | $2,400 | |
| FOREIGN DIVIDEND TAXES | $3,601 | $3,601 |
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