CROSSROADS FOUNDATION: Form 990PF, tax year 2013
View the entire original 990 at ProPublica ↗
- Organization
- CROSSROADS FOUNDATION (EIN 34-1811495)
- Tax period
- 2013-01-01 to 2013-12-31
- Filed
- 2014-06-13
- IRS object ID
- 201431649349100608
- Schema version
- 2013v3.1
- 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
- Compensation Explanation
- Expln Of Non Filing With AG Stmt
- Investments Corp Stock Schedule
- Other Assets Schedule
- Other Expenses Schedule
- Other Liabilities Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2014-06-13T13:28:15-05:00 | ReturnTs |
| Tax Period End | 2013-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | MN ADVISORY SERVICES LLC | BusinessNameLine1 |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1111 SUPERIOR AVE STE 700 | AddressLine1 |
| City | CLEVELAND | City |
| State | OH | State |
| ZIP Code | 44114 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2013-01-01 | 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 | BusinessNameLine1 |
| 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 | AddressLine1 |
| Address Line2 | ROOM/SUITE 700 | AddressLine2 |
| City | CLEVELAND | City |
| State | OH | State |
| ZIP Code | 44114 | ZIPCode |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | KIRK A LINN | PersonNm |
| Person Title | TREASURER | PersonTitleTxt |
| Phone | 2163636489 | PhoneNum |
| Signature | 2014-06-13 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | KIRK A LINN | PreparerPersonNm |
| PTIN | P00290287 | PTIN |
| Phone | 2163630100 | PhoneNum |
| Preparation | 2014-06-13 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2013 | TaxYr |
| Build TS | 2015-12-30 17:16:21Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $6,794,947 | FMVAssetsEOYAmt |
| Method Of Accounting Other | Yes (X) | MethodOfAccountingOtherInd |
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 | $101 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $101 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $181,472 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $181,472 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $103,697 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $643,148 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $103,697 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $285,270 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $285,270 | TotalNetInvstIncmAmt |
| Accounting Fees Rev And Expnss | $5,515 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Chrtbl Prps | $5,515 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $43,087 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $42,941 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $146 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $7,010 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $4,636 | TaxesNetInvstIncmAmt |
| Other Expenses Rev And Expnss | $464 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $264 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $200 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $56,076 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $47,841 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $5,861 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $311,500 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $311,500 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $367,576 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $47,841 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $317,361 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$82,306 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $237,429 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $7,779 | CashBOYAmt |
| Cash EOY | $6,120 | CashEOYAmt |
| Cash EOYFMV | $6,120 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $23,044 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $43,706 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $43,706 | SavAndTempCashInvstEOYFMVAmt |
| Acct Rcvbl | $14 | AcctRcvblAmt |
| Acct Rcvbl BOY | $3 | AcctRcvblBOYAmt |
| Acct Rcvbl EOY | $14 | AcctRcvblEOYAmt |
| Acct Rcvbl EOYFMV | $14 | AcctRcvblEOYFMVAmt |
| Prepaid Expenses EOY | $226 | PrepaidExpensesEOYAmt |
| Prepaid Expenses EOYFMV | $226 | PrepaidExpensesEOYFMVAmt |
| Corporate Stock BOY | $4,102,784 | CorporateStockBOYAmt |
| Corporate Stock EOY | $3,999,905 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $6,744,881 | CorporateStockEOYFMVAmt |
| Other Assets EOY | $1 | OtherAssetsEOYAmt |
| Total Assets BOY | $4,133,610 | TotalAssetsBOYAmt |
| Total Assets EOY | $4,049,972 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $6,794,947 | TotalAssetsEOYFMVAmt |
| Other Liabilities BOY | $1,332 | OtherLiabilitiesBOYAmt |
| Total Liabilities BOY | $1,332 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow SFAS117 | Yes (X) | OrgDoesNotFollowSFAS117Ind |
| Capital Stock BOY | $4,367,912 | CapitalStockBOYAmt |
| Capital Stock EOY | $4,367,912 | CapitalStockEOYAmt |
| Retained Earning BOY | -$235,634 | RetainedEarningBOYAmt |
| Retained Earning EOY | -$317,940 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $4,132,278 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $4,049,972 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $4,133,610 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $4,049,972 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $4,132,278 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$82,306 | ExcessRevenueOverExpensesAmt |
| Subtotal | $4,049,972 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $4,049,972 | 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 | $643,148 | GrossSalesPriceAmt |
| Cost Or Other Basis | $539,451 | CostOrOtherBasisAmt |
| Gain Or Loss | $103,697 | GainOrLossAmt |
| Gains Minus Excess Or Losses | $103,697 | GainsMinusExcessOrLossesAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $103,697 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | false | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $231,260 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $5,887,002 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.039283 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $303,495 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $5,468,399 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.055500 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $163,832 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $4,827,160 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.033940 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $164,408 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $4,150,838 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.039608 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $272,438 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $5,138,621 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.053018 | DistributionYr5Rt |
| Total Distribution | 0.221349 | TotalDistributionRt |
| Average Distribution | 0.044270 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $6,369,855 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $281,993 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $2,374 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $284,367 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $317,361 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Domestic Org Meeting Sect4940e | Yes (X) | DomesticOrgMeetingSect4940eInd |
| Investment Income Excise Tax | $2,374 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $2,374 | SubtotalAmt |
| Tax Based On Investment Income | $2,374 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $2,600 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $2,600 | TotalPaymentsAndCreditsAmt |
| Overpayment | $226 | OverpaymentAmt |
| Applied To ES Tax | $226 | 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 | AddressLine1 |
| City | CLEVELAND | City |
| State | OH | State |
| ZIP Code | 44114 | ZIPCode |
| 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 (5 entries)
| Address Line1USAddress/AddressLine1 | CityUSAddress/City | StateUSAddress/State | ZIP CodeUSAddress/ZIPCode | 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 | 1.02 | $0 | $0 | $0 |
| KIRK A LINN | ||||||||
| 1111 SUPERIOR AVE STE 700 | CLEVELAND | OH | 44114 | TREASURER | 1.75 | $0 | $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 | $6,415,180 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $51,678 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $6,466,858 | TotalFMVOfUnusedAssetsAmt |
| Adjusted Total FMV Of Unused Ast | $6,466,858 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $97,003 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $6,369,855 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $318,493 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $318,493 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $2,374 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $2,374 | TotalTaxAmt |
| Distributable Before Adj | $316,119 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $316,119 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $316,119 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $317,361 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $317,361 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $2,374 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $314,987 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $316,119 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $265,683 | UndistributedIncomePYAmt |
| Qualifying Distributions | $317,361 | QualifyingDistributionsAmt |
| Applied To Year1 | $265,683 | AppliedToYear1Amt |
| Applied To Current Year | $51,678 | AppliedToCurrentYearAmt |
| Undistributed Income CY | $264,441 | 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 | AddressLine1 |
| City | CLEVELAND | City |
| State | OH | State |
| ZIP Code | 44114 | ZIPCode |
| 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 | AddressLine1 |
| City | SEE SCHEDULE | City |
| State | OH | State |
| ZIP Code | 44111 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Relationship | N/A | RecipientRelationshipTxt |
| Recipient Foundation Status | PUBLIC | RecipientFoundationStatusTxt |
| Grant Or Contribution Purpose | SEE SCHEDULE | GrantOrContributionPurposeTxt |
| Amt | $311,500 | Amt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $311,500 | 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 | AddressLine1 |
| City | SEE SCHEDULE | City |
| State | OH | State |
| ZIP Code | 44111 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Relationship | N/A | RecipientRelationshipTxt |
| Recipient Foundation Status | PUBLIC | RecipientFoundationStatusTxt |
| Grant Or Contribution Purpose | SEE SCHEDULE | GrantOrContributionPurposeTxt |
| Amt | $370,000 | Amt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Apprv Fut | $370,000 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $101 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $181,472 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $103,697 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $285,270 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $285,270 | 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 (2 entries)
| CategoryCategoryTxt | AmtAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|
| LINN, KIRK A. | $75 | $75 |
| M+N ADVISORY SERVICES LLC | $5,440 | $5,440 |
Compensation Explanation CompensationExplanation
Compensation Explanation CompensationExplanationGrp (5 entries)
| DUDLEY S BLOSSOM |
| KATHRYN F BLOSSOM |
| DANIEL L HORN |
| KIRK A LINN |
| DONALD T MOORE |
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 (60 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| ABBOTT LABS | $64,500 | $99,658 |
| AIR PRODUCTS & CHEMICALS, INC. | $36,347 | $44,712 |
| ALTRIA GROUP, INC. | $96,325 | $186,575 |
| APPLE, INC. | $80,952 | $339,417 |
| AUTOMATIC DATA PROCESSING, INC. | $55,260 | $96,959 |
| BERKSHIRE HATHAWAY, INC. CLASS A | $62,100 | $177,900 |
| BLACKROCK, INC. | $33,157 | $63,294 |
| CATERPILLAR, INC. | $62,062 | $77,189 |
| CHEVRON CORP. | $89,377 | $169,878 |
| COCA COLA CO. | $186,684 | $280,908 |
| CONOCOPHILLIPS | $25,932 | $35,325 |
| DISNEY, WALT CO. | $53,239 | $95,500 |
| EXXON MOBIL CORP. | $411,800 | $506,000 |
| FRANKLIN RESOURCES, INC. | $49,264 | $69,276 |
| FREEPORT-MCMORAN CPPR & GOLD CL B | $92,994 | $66,045 |
| GENERAL ELECTRIC CO. | $133,522 | $144,355 |
| INTEL CORP. | $106,141 | $75,270 |
| INTERNATIONAL BUSINESS MACHINES CORP | $90,091 | $131,299 |
| INTUITIVE SURGICAL, INC. | $28,197 | $38,408 |
| JP MORGAN CHASE & CO. | $91,622 | $108,188 |
| JOHNSON & JOHNSON | $35,831 | $196,919 |
| KINDER MORGAN, INC. | $55,991 | $73,440 |
| KRAFT FOODS GROUP, INC. | $19,362 | $32,346 |
| LAUDER, ESTEE COS., INC. CLASS A | $25,769 | $102,435 |
| MCDONALD'S CORP. | $62,965 | $169,803 |
| MCGRAW-HILL COS., INC. | ||
| MEDTRONIC, INC. | ||
| MERCK AND CO., INC. | $26,921 | $77,578 |
| MONDELEZ INTERNATIONAL, INC. | $34,814 | $61,775 |
| NESTLE SA SPNSRD. ADR | $81,565 | $178,824 |
| NEWS CORP., INC. CLASS A | $4,428 | $11,263 |
| NOVO NORDISK ADR | $47,346 | $129,332 |
| OCCIDENTAL PETROLEUM CORP. | $110,285 | $149,782 |
| PEPSICO, INC. | $51,644 | $121,092 |
| PHILIP MORRIS INTL., INC. | $231,336 | $409,511 |
| PHILLIPS 66 | $7,707 | $19,282 |
| PRAXAIR, INC. | $52,996 | $136,531 |
| PROCTER & GAMBLE CO. | $112,860 | $197,826 |
| QUALCOMM, INC. | $31,152 | $59,400 |
| RIO TINTO PLC SPNSD. ADR | ||
| ROCHE HOLDING LTD. SPNSD. ADR | $69,954 | $122,850 |
| ROYAL DUTCH SHELL PLC SPNSD. ADR | $134,135 | $255,859 |
| SABMILLER PLC ADR | $41,149 | $51,280 |
| TARGET CORP. | $56,249 | $117,049 |
| TEXAS INSTRUMENTS, INC. | $74,966 | $96,602 |
| TIME WARNER CABLE, INC. | $18,699 | $40,650 |
| TOTAL SA ADR | $91,139 | $118,864 |
| UNITED TECHNOLOGIES CORP. | $50,704 | $91,040 |
| WAL-MART STORES, INC. | $99,091 | $168,397 |
| WALGREEN CO. | $60,536 | $122,922 |
| ASML HOLDING NV NY REG. SHARES | $26,624 | $28,110 |
| ABBVIE, INC. | $55,463 | $117,766 |
| ACE, LTD. | $57,855 | $62,118 |
| CANADIAN PACIFIC RAILWAY, LTD. | $49,762 | $60,528 |
| COMCAST CORP. CLASS A | $59,250 | $75,349 |
| DIAGEO PLC SPNSRD. ADR | $46,861 | $52,968 |
| NOVARTIS AG ADR | $49,652 | $56,266 |
| STATE STREET CORP. | $31,821 | $33,025 |
| TWENTY FIRST CENTURY FOX, INC. | $33,284 | $85,463 |
| WELLS FARGO CO. | $50,173 | $54,480 |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | ROUNDING ADJUSTMENT | Desc |
| EOY Book Value | $1 | EOYBookValueAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (3 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| EXPENSES | |||
| FOREIGN DIVD. INV. FEES | $264 | $264 | |
| OHIO FILING FEE | $200 | $200 |
Other Liabilities Schedule OtherLiabilitiesSchedule
Other Liabilities Detail OtherLiabilitiesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | SEC. 4940 TAX PAYABLE | Desc |
| BOY Book Value | $1,332 | BOYBookValueAmt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (3 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| FAYEZ SAROFIM INV. MGMT. FEES | $35,970 | $35,970 | |
| HORN, DANIEL L. | $512 | $366 | $146 |
| U.S. BANK - CUSTODIAN FEES | $6,605 | $6,605 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|
| 2013 SEC. 4940 TAX | $2,374 | |
| FOREIGN DIVIDEND TAXES | $4,636 | $4,636 |
Comments