CROSS CHARITABLE FOUNDATION INC: Form 990PF, tax year 2021
View the entire original 990 at ProPublica ↗
- Organization
- CROSS CHARITABLE FOUNDATION INC (EIN 83-0331707)
- Tax period
- 2021-01-01 to 2021-12-31
- Filed
- 2022-10-03
- IRS object ID
- 202242769349100904
- Schema version
- 2021v4.0
- 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
- Contractor Compensation Expln
- Investments Land Schedule2
- Legal Fees Schedule
- Other Expenses Schedule
- Other Increases Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2022-10-03T13:57:26-07:00 | ReturnTs |
| Tax Period End | 2021-12-31 | 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 Drive Suite 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 | 2021-01-01 | 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 INC | 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 | 2022-10-03 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | JOHN R | PersonFirstNm |
| Person Last | CLARK | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | 999009999 | SSN |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | JOHN R CLARKCPA | PreparerPersonNm |
| PTIN | P00427328 | PTIN |
| Phone | 4065853393 | PhoneNum |
Additional Filer Information AdditionalFilerInformation
Trusted Customer TrustedCustomerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | 3 | TrustedCustomerCd |
| Authentication Assurance Level | AAL1 | AuthenticationAssuranceLevelCd |
| Identity Assurance Level | IAL1 | IdentityAssuranceLevelCd |
| Federated Assurance Level | FAL1 | FederatedAssuranceLevelCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2021 | TaxYr |
| Build TS | 2022-09-23 18:48:47Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $63,692,839 | 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 | $199 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $199 | InterestOnSavNetInvstIncmAmt |
| Interest On Savings Adj Net Incm | $199 | InterestOnSavingsAdjNetIncmAmt |
| Dividends Rev And Expnss | $1,058,088 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $1,058,088 | DividendsNetInvstIncmAmt |
| Dividends Adj Net Incm | $1,058,088 | DividendsAdjNetIncmAmt |
| Gross Rents Rev And Expnss | $2,080,000 | GrossRentsRevAndExpnssAmt |
| Gross Rents Net Invst Incm | $2,080,000 | GrossRentsNetInvstIncmAmt |
| Gross Rents Adj Net Incm | $2,080,000 | GrossRentsAdjNetIncmAmt |
| Net Rental Income Or Loss | $2,080,000 | NetRentalIncomeOrLossAmt |
| Net Gain Sale Ast Rev And Expnss | $1,800,987 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $10,644,735 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $1,800,987 | CapGainNetIncmNetInvstIncmAmt |
| Net ST Capital Gain Adj Net Incm | $468,505 | NetSTCapitalGainAdjNetIncmAmt |
| Total Rev And Expnss | $4,939,274 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $4,939,274 | TotalNetInvstIncmAmt |
| Total Adj Net Incm | $3,606,792 | TotalAdjNetIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $160,000 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $40,000 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $120,000 | CompOfcrDirTrstDsbrsChrtblAmt |
| Legal Fees Rev And Expnss | $4,760 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $4,760 | LegalFeesNetInvstIncmAmt |
| Accounting Fees Rev And Expnss | $14,652 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $7,500 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $7,152 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $282,255 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $282,255 | OtherProfFeesNetInvstIncmAmt |
| Taxes Rev And Expnss | $59,530 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $9,530 | TaxesNetInvstIncmAmt |
| Deprec And Dpltn Rev And Expnss | $331,358 | DeprecAndDpltnRevAndExpnssAmt |
| Deprec And Dpltn Net Invst Incm | $331,358 | DeprecAndDpltnNetInvstIncmAmt |
| Other Expenses Rev And Expnss | $9,883 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Dsbrs Chrtbl | $9,883 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $862,438 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $675,403 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $137,035 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $2,493,250 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $2,493,250 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $3,355,688 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $675,403 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $2,630,285 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $1,583,586 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $4,263,871 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $3,606,792 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $1,336,958 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $2,166,424 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $2,166,424 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $39,405,195 | CorporateStockBOYAmt |
| Corporate Stock EOY | $44,436,415 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $44,436,415 | CorporateStockEOYFMVAmt |
| Invst Land Cost Or Other Basis | $15,094,157 | InvstLandCostOrOtherBasisAmt |
| Invst Land Accum Depreciation | $2,445,618 | InvstLandAccumDepreciationAmt |
| Land Bldg Investments BOY | $12,174,732 | LandBldgInvestmentsBOYAmt |
| Land Bldg Investments EOY | $12,648,539 | LandBldgInvestmentsEOYAmt |
| Land Bldg Investments EOYFMV | $17,090,000 | LandBldgInvestmentsEOYFMVAmt |
| Total Assets BOY | $52,916,885 | TotalAssetsBOYAmt |
| Total Assets EOY | $59,251,378 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $63,692,839 | TotalAssetsEOYFMVAmt |
| Grants Payable EOY | $30,000 | GrantsPayableEOYAmt |
| Other Liabilities BOY | $3 | OtherLiabilitiesBOYAmt |
| Total Liabilities BOY | $3 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $30,000 | TotalLiabilitiesEOYAmt |
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
| No Donor Rstr Net Assests BOY | $52,916,882 | NoDonorRstrNetAssestsBOYAmt |
| No Donor Rstr Net Assests EOY | $59,221,378 | NoDonorRstrNetAssestsEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $52,916,882 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $59,221,378 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $52,916,885 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $59,251,378 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $52,916,882 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $1,583,586 | ExcessRevenueOverExpensesAmt |
| Other Increases | $4,720,910 | OtherIncreasesAmt |
| Subtotal | $59,221,378 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $59,221,378 | 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 | 2021-01-01 | 2021-12-31 | $565,433 | $529,636 | $35,797 | $35,797 |
| Baird Acct #3146-4427 Long Term | P | 2010-01-01 | 2021-12-31 | $3,576,880 | $2,994,424 | $582,456 | $582,456 |
| WF Acct #1194 ST Covered | P | 2021-01-01 | 2021-12-31 | $1,818,447 | $1,387,019 | $431,428 | $431,428 |
| WF Acct #1194 LT Covered | P | 2010-01-01 | 2021-12-31 | $2,537,645 | $1,972,383 | $565,262 | $565,262 |
| WF Acct #1194 LT Non Covered | P | 2010-01-01 | 2021-12-31 | $67,723 | $69,589 | -$1,866 | -$1,866 |
| WF Acct #3620 ST | P | 2021-01-01 | 2021-12-31 | $7,332 | $6,052 | $1,280 | $1,280 |
| WF Acct #3620 LT Covered | P | 2010-01-01 | 2021-12-31 | $395,997 | $309,438 | $86,559 | $86,559 |
| WF Acct #3620 LT Non Covered | P | 2010-01-01 | 2021-12-31 | $36,703 | $25,181 | $11,522 | $11,522 |
| WF ACCT #5811 LT Non Covered | P | 2010-01-01 | 2021-12-31 | $1,549,986 | $1,550,026 | -$40 | -$40 |
| CAPITAL GAIN DISTRIBUTIONS | P | 2010-01-01 | 2021-12-31 | $88,589 | $88,589 | $88,589 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $1,800,987 | CapitalGainNetIncomeAmt |
| Net Short Term Capital Gain Loss | $468,505 | NetShortTermCapitalGainLossAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $59,268 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $59,268 | SubtotalAmt |
| Tax Based On Investment Income | $59,268 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $84,642 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $84,642 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Es Penalty | $409 | EsPenaltyAmt |
| Overpayment | $24,965 | OverpaymentAmt |
| Applied To ES Tax | $24,965 | 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 | Yes (true) | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | false | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | false | PaymentToGovernmentOfficialInd |
| Acts Fail To Qlfy As Exceptions | Yes (true) | 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 | 3.00 | $40,000 |
| JOHN R CLARK | ||||||
| 3805 VALLEY COMMONS DR STE 7 | BOZEMAN | MT | 59718 | Treasurer | 3.00 | $40,000 |
| CHARLES FOLLAND | ||||||
| PO BOX 437 | RIGBY | ID | 83442 | President | 3.00 | $40,000 |
| RYAN KIRKHAM | ||||||
| PO BOX 1789 | WEST YELLOWSTONE | MT | 59758 | Vice President | 3.00 | $40,000 |
| 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 | $136,038 |
| ROBER W BAIRD & CO INC | |||||
| 777 EAST WISCONSIN AVENUE | MILWAUKEE | WI | 53202 | INVESTMENT ADVISORY | $146,217 |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $43,597,731 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $225,037 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $17,090,000 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $60,912,768 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Adjusted Total FMV Of Unused Ast | $60,912,768 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $913,692 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $59,999,076 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $2,999,954 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $2,999,954 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $59,268 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $59,268 | TotalTaxAmt |
| Distributable Before Adj | $2,940,686 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $2,940,686 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $2,940,686 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $2,630,285 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $2,630,285 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $2,940,686 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $749,425 | UndistributedIncomePYAmt |
| Qualifying Distributions | $2,630,285 | QualifyingDistributionsAmt |
| Applied To Year1 | $749,425 | AppliedToYear1Amt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $1,880,860 | AppliedToCurrentYearAmt |
| Undistributed Income CY | $1,059,826 | 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 | PO BOX 1789 | AddressLine1Txt |
| City | WEST YELLOWSTONE | CityNm |
| State Abbreviation | MT | StateAbbreviationCd |
| ZIP | 59758 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 4065853393 | RecipientPhoneNum |
| Recipient Email Address | crosscharitablefoundation.org | RecipientEmailAddressTxt |
| Form And Info And Materials | SUBMITTED ELECTRONICALLY ONLINE | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | AUGUST 1ST ANNUALLY | SubmissionDeadlinesTxt |
| Restrictions On Awards | GRANTS ARE FOCUSED IN MONTANA, IDAHO, UTAH, AND WYOMING. | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (135 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| CLIMB WYOMING | |||||||
| 1001 WEST 31ST STREET | CHEYENNE | WY | 82001 | NONE | PC | General Fund | $30,000 |
| THE CONSERVATION FUND | |||||||
| 1355 N FORT MYER DRIVE SUITE 1300 | ARLINGTON | VA | 22209 | NONE | PC | General Fund | $75,000 |
| WESTERN WATERSHEDS | |||||||
| PO BOX 1770 | HAILEY | ID | 83333 | NONE | PC | General Fund | $20,000 |
| BIG SKY YOUTH EMPOWERMENT | |||||||
| 301 EAST MAIN STREET | BOZEMAN | MT | 59715 | NONE | PC | General Fund | $10,000 |
| UTAH ANIMAL ADOPTION CENTER | |||||||
| 1955 NORTH REDWOOD ROAD | SALT LAKE CITY | UT | 84116 | NONE | PC | General Fund | $20,000 |
| 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 |
| HENRY'S FORK FOUNDATION | |||||||
| 606 MAIN ST | ASHTON | ID | 83420 | NONE | PF | GENERAL FUND | $30,000 |
| WEST YELLOWSTONE FOUNDATION | |||||||
| PO BOX 255 | WEST YELLOWSTONE | MT | 59758 | NONE | PF | GENERAL FUND | $35,000 |
| GREATER YELLOWSTONE COALITION | |||||||
| 215 S WALLACE | BOZEMAN | MT | 59715 | NONE | PC | GENERAL FUND | $35,000 |
| BEST FRIENDS ANIMAL SOCIETY | |||||||
| 5001 ANGEL CANYON ROAD | KANAB | UT | 84741 | NONE | PC | GENERAL FUND | $40,000 |
| 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 | $30,000 |
| HUMANE SOCIETY OF UTAH | |||||||
| PO BOX 573659 | MURRAY | UT | 84157 | NONE | PC | GENERAL FUND | $15,000 |
| INTERMOUNTAIN THERAPY ANIMALS | |||||||
| 4050 SOUTH 2700 EAST | SALT LAKE CITY | UT | 84124 | NONE | PC | GENERAL FUND | $20,000 |
| MONTANA CONSERVATION CORPS | |||||||
| 206 N GRAND | BOZEMAN | MT | 59715 | NONE | PC | GENERAL FUND | $30,000 |
| NATIONAL PARKS CONSERVATION ASSOC | |||||||
| 777 6TH STREET NW SUITE 700 | WASHINGTON | DC | 20001 | NONE | PC | GENERAL FUND | $30,000 |
| SNAKE RIVER ANIMAL SHELTER | |||||||
| 430 PARK AVE | IDAHO FALLS | ID | 83402 | NONE | PC | GENERAL FUND | $40,000 |
| NATIONAL WILDLIFE FEDERATION | |||||||
| PO BOX 1583 | MERRIFIELD | VA | 22116 | NONE | PC | GENERAL FUND | $25,000 |
| FAMILY COUNSELING SERVICE | |||||||
| 3518 WASHINGTON BLVD | OGDEN | UT | 84403 | NONE | PC | GENRAL FUND | $5,000 |
| ALLLIANCE HOUSE | |||||||
| 1724 S MAIN ST | SALT LAKE CITY | UT | 84115 | NONE | PC | GENERAL FUND | $10,000 |
| EARTHFIRE INSTITUTE | |||||||
| W 550 N | TETONIA | ID | 83452 | NONE | PC | GENERAL FUND | $5,000 |
| 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 | $50,000 |
| STAFFORD ANIMAL SHELTER | |||||||
| 3 BUSINESS PARK ROAD | LIVINGSTON | MT | 59047 | NONE | PC | GENERAL FUND | $25,000 |
| YELLOWSTONE TO YUKON CONSERV INITIA | |||||||
| PO BOX 157 | BOZEMAN | MT | 59771 | NONE | PC | GENERAL FUND | $15,000 |
| WESTERN ENVIRONMENTAL LAW CENTER | |||||||
| 1216 LINCOLN ST | EUGENE | OR | 97401 | NONE | PC | GENERAL FUND | $25,000 |
| 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 | $15,000 |
| EARTHWORKS | |||||||
| 350 POLLYWOG LN | BELGRADE | MT | 59714 | NONE | PC | GENERAL FUND | $20,000 |
| 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 | $60,000 |
| 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 |
| NATIONAL FOREST FOUNDATION | |||||||
| 27 FORT MISSOULA RD 3 | MISSOULA | MT | 59804 | NONE | PC | GENERAL FUND | $20,000 |
| NATURAL RESOURCES DEFENSE COUNCIL | |||||||
| 317 E MENDENHALL ST | BOZEMAN | MT | 59715 | NONE | PC | GENERAL FUND | $15,000 |
| NUZZLES CO | |||||||
| 6699 N LANDMARK DR 103 | PARK CITY | UT | 84098 | NONE | PC | GENERAL FUND | $10,000 |
| TAUTPHAUS PARK ZOOLOGICAL SOCIETY | |||||||
| PO BOX 51794 | IDAHO FALLS | ID | 83405 | NONE | PC | GENERAL FUND | $20,000 |
| THE VITAL GROUND FOUNDATION | |||||||
| 20 FORT MISSOULA RD | MISSOULA | MT | 59804 | NONE | PC | GENERAL FUND | $30,000 |
| BOISE RESCUE MISSION | |||||||
| PO BOX 1494 | BOISE | ID | 83701 | NONE | PC | GENERAL FUND | $15,000 |
| CENTER VALLEY ANIMAL RESCUE | |||||||
| 11900 CENTER ROAD | QUILCENE | WA | 98376 | NONE | PC | GENERAL FUND | $15,000 |
| EARTHJUSTICE | |||||||
| 50 CALIFORNIA STREET SUITE 500 | SAN FRANCISCO | CA | 94111 | NONE | PC | GENERAL FUND | $100,000 |
| GALLATIN VALLEY LAND TRUST | |||||||
| 212 S WALLACE 102 | BOZEMAN | MT | 59715 | NONE | PC | GENERAL FUND | $25,000 |
| KIDS ON THE MOVE | |||||||
| 475 HOSPITAL DR | OREM | UT | 84057 | NONE | PC | GENERAL FUND | $10,000 |
| PAWS OF JACKSON HOLE | |||||||
| 320 EAST BROADWAY | JACKSON | WY | 83002 | NONE | PC | GENERAL FUND | $20,000 |
| PROGRESSIVE ANIMAL WELFARE SOCIETY | |||||||
| PO BOX 1037 | LYNNWOOD | WA | 98046 | NONE | PC | GENERAL FUND | $40,000 |
| SUAZO CENTER FOR ENTREPRENEURSHIP | |||||||
| 960 W 1700 S | SALT LAKE CITY | UT | 84104 | NONE | PC | GENERAL FUND | $10,000 |
| THE TRUST FOR PUBLIC LAND | |||||||
| 101 MONTGOMERY STREET SUITE 900 | SAN FRANCISCO | CA | 94104 | NONE | PC | GENERAL FUND | $50,000 |
| UNIVERSITY WOMEN'S FOUNDATION | |||||||
| PO BOX 934 | PORT TOWNSEND | WA | 98368 | NONE | PF | GENERAL FUND | $12,000 |
| WASATCH ADAPTIVE SPORTS | |||||||
| 9385 S SNOWBIRD CENTER DRIVE | SNOWBIRD | UT | 84092 | NONE | PC | GENERAL FUND | $15,000 |
| WILD EARTH GUARDIANS | |||||||
| 516 ALTO STREET | SANTA FE | NM | 87501 | NONE | PC | GENERAL FUND | $20,000 |
| WYOMING WILDERNESS ASSOCIATION | |||||||
| 44 S MAIN ST | SHERIDAN | WY | 82801 | NONE | PC | GENERAL FUND | $10,000 |
| CENTER FOR BIOLOGICAL DIVERSITY | |||||||
| PO BOX 710 | TUCSAN | AZ | 85702 | NONE | PC | GENERAL FUND | $20,000 |
| CHILDREN'S SERVICE SOCIETY OF UTAH | |||||||
| 655 E4500 S SUITE 200 | SALT LAKE CITY | UT | 84107 | NONE | PC | GENERAL FUND | $10,000 |
| ECOLOGY PROJECT INTERNATIONAL | |||||||
| 315 S 4TH ST E | MISSOULA | MT | 59801 | NONE | PC | GENERAL FUND | $10,000 |
| FAMILY PROMISE OF GALLATIN COUNTY | |||||||
| 429 E STORY ST | BOZEMAN | MT | 59715 | NONE | PC | GENERAL FUND | $20,000 |
| GRAND TETON NATIONAL PARK FOUNDATIO | |||||||
| 115 E PEARL AVE 201 | JACKSON | WY | 83001 | NONE | PC | GENERAL FUND | $25,000 |
| SMITHSONIAN INSTITUTION | |||||||
| 600 MARYLAND AVE SW | WASHINGTON | DC | 20002 | NONE | PC | GENERAL FUND | $15,000 |
| WASATCH COMMUNITY GARDENS | |||||||
| 824 400 W B127 | SALT LAKE CITY | UT | 84101 | NONE | PC | GENERAL FUND | $10,000 |
| LANTERN HOUSE | |||||||
| 269 W 33RD ST | OGDEN | UT | 84401 | NONE | PC | GENERAL FUND | $40,000 |
| MOUNTAIN HUMANE | |||||||
| 101 CROY CREEK RD | HAILEY | ID | 83333 | NONE | PC | GENERAL FUND | $15,000 |
| SAE FOUNDATION | |||||||
| 400 COMMONWEALTH DRIVE | WARRENDALE | PA | 15096 | NONE | PC | GENERAL FUND | $25,000 |
| TELLER WILDLIFE REFUGE | |||||||
| 1288 EASTSIDE HIGHWAY | CORVALLIS | MT | 59840 | NONE | PC | GENERAL FUND | $6,000 |
| TRACY AVIARY | |||||||
| 589 E 1300 S | SALT LAKE CITY | UT | 84105 | NONE | PC | GENERAL FUND | $5,000 |
| WILDERNESS WATCH | |||||||
| PO BOX 9175 | MISSOULA | MT | 59807 | NONE | PC | GENERAL FUND | $10,000 |
| 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 | $13,000 |
| ADVOCATES FOR SURVIVORS OF DOMESTIC | |||||||
| PO BOX 3216 | HAILEY | ID | 83333 | PC | GENERAL FUND | $20,000 | |
| ASSISTANCE LEAGUE OF SOUTHERN UTAH | |||||||
| PO BOX 910728 | ST GEORGE | UT | 84791 | PC | GENERAL FUND | $7,500 | |
| EAGLE MOUNT BOZEMAN | |||||||
| 6901 GOLDSTEIN LN | BOZEMAN | MT | 59715 | NONE | PC | GENERAL FUND | $10,000 |
| HAVEN | |||||||
| 615 S 16TH AVE | BOZEMAN | MT | 59715 | PC | GENERAL FUND | $20,000 | |
| THE FRIENDSHIP CENTER | |||||||
| 7714 ENGLISH OAK CIRCLE | ELKRIDGE | MD | 21075 | NONE | PC | GENERAL FUND | $7,500 |
| SOCIETY OF ST VINCENT DE PAUL BILLI | |||||||
| 3005 1ST AVE S | BILLINGS | MT | 59101 | NONE | PC | GENERAL FUND | $10,000 |
| OGDEN WEBER APPLIED TECHNOLOGY COLL | |||||||
| 200 N WASHINGTON BLVD | OGDEN | UT | 84404 | NONE | PC | GENERAL FUND | $100,000 |
| MONTANA COUNCIL OF TROUT UNLIMITED | |||||||
| 312 N HIGGINS STE 200 | MISSOULA | MT | 59802 | NONE | PC | GENERAL FUND | $15,000 |
| MONTANA AUDUBON | |||||||
| PO BOX 595 | HELENA | MT | 59624 | NONE | PC | GENERAL FUND | $10,000 |
| JESSE TREE | |||||||
| 1121 W MILLER ST | BOISE | ID | 83702 | NONE | PC | GENERAL FUND | $6,000 |
| GALLATIN INVASIVE SPECIES ALLIANCE | |||||||
| 901 N BLACK | BOZEMAN | MT | 59715 | NONE | PC | GENERAL FUND | $2,750 |
| FIGHT AGAINST DOMESTIC VIOLENCE | |||||||
| 3135 S RICHMOND ST | SALT LAKE CITY | UT | 84106 | NONE | PC | GENERAL FUND | $10,000 |
| DUCKS UNLIMITED INC | |||||||
| 1 WATERFOWL WAY | MEMPHIS | TN | 38120 | NONE | PC | GENERAL FUND | $20,000 |
| COLOR COUNTRY ANIMAL WELFARE | |||||||
| PO BOX 750404 | TORREY | UT | 84775 | NONE | PC | GENERAL FUND | $2,000 |
| 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 | $15,000 |
| ADVOCATES FOR THE WEST | |||||||
| PO BOX 1612 | BOISE | ID | 83701 | NONE | PC | GENERAL FUND | $15,000 |
| BIG BROTHERS BIG SISTERS OF UTAH | |||||||
| 1875 E MURRAY HOLLADAY RD | SALT LAKE CITY | UT | 84117 | NONE | PC | GENERAL FUND | $9,000 |
| BOZEMAN PUBLIC LIBRARY FOUNDATION | |||||||
| 626 EAST MAIN ST | BOZEMAN | MT | 59715 | NONE | PC | GENERAL FUND | $10,000 |
| CANINE WITH A CAUSE | |||||||
| 4050 S 2700 E | HOLLADAY | UT | 84124 | NONE | PC | GENERAL FUND | $5,000 |
| CENTER FOR RESTORATIVE YOUTH JUSTIC | |||||||
| 110 E IDAHO ST | KALISPELL | MT | 59901 | NONE | PC | GENERAL FUND | $2,000 |
| CODE GIRLS UNITED | |||||||
| 1203 US HWY 2 W 31 | KALISPELL | MT | 59901 | NONE | PC | GENERAL FUND | $10,000 |
| DISABILITY IN UINTA COUNTY | |||||||
| 236 9TH ST | EVANSTON | WY | 82930 | NONE | PC | GENERAL FUND | $5,000 |
| DOG TAG BUDDIES | |||||||
| 924 PINE RIDGE LN 4 | BILLINGS | MT | 59105 | NONE | PC | GENERAL FUND | $15,000 |
| FLORENCE CRITTENTON HOME SERVICES | |||||||
| 901 N HARRIS ST | HELENA | MT | 59601 | NONE | PC | GENERAL FUND | $10,000 |
| FLOURISH VENTURES FLOURISH BAKERY | |||||||
| PO BOX 651572 | SALT LAKE CITY | UT | 84165 | NONE | PC | GENERAL FUND | $10,000 |
| FRIENDS OF THE TETON RIVER | |||||||
| 18 N MAIN ST 310 | DRIGGS | ID | 83422 | NONE | PC | GENERAL FUND | $40,000 |
| GALLATIN VALLEY FARM TO SCHOOL | |||||||
| PO BOX 563 | BOZEMAN | MT | 59771 | NONE | PC | GENERAL FUND | $5,000 |
| GIRL SCOUTS OF MONTANA AND WYOMING | |||||||
| 2303 GRAND AVE | BILLINGS | MT | 59102 | NONE | PC | GENERAL FUND | $8,000 |
| GLOCAL | |||||||
| 1001 PAISLEY DR | BELGRADE | MT | 59714 | NONE | PC | GENERAL FUND | $10,000 |
| GOOD SAMARITAN MINISTRIES THRIFT ST | |||||||
| 3067 N MONTANA AVE | HELENA | MT | 59601 | NONE | PC | GENERAL FUND | $15,000 |
| GRAND STAIRCASE ESCALANTE PARTNERS | |||||||
| 310 S 100 E 7 | KANAB | UT | 84741 | NONE | PC | GENERAL FUNDS | $10,000 |
| GREAT FALLS PUBLIC LIBRARY FOUNDATI | |||||||
| PO BOX 742 | GREAT FALLS | MT | 59403 | NONE | PC | GENERAL FUND | $5,000 |
| HOME RESOURCE | |||||||
| 1515 WYOMING ST | MISSOULA | MT | 59801 | NONE | PC | GENERAL FUND | $5,000 |
| HOPA MOUNTAIN | |||||||
| 234 E BABCOCK | BOZEMAN | MT | 59715 | NONE | PC | GENERAL FUND | $10,000 |
| HUTCHINGS MUSEUM | |||||||
| 50 N CENTER ST | LEHI | UT | 84043 | NONE | PC | GENERAL FUND | $10,000 |
| IDAHO STEM ACTION CENTER FOUNDATION | |||||||
| 802 W BANNOCK ST STE 900 | BOISE | ID | 83702 | NONE | PC | GENERAL FUND | $10,000 |
| JACKSON HOLE CONSERVATION ALLIANCE | |||||||
| PO BOX 2728 | JACKSON HOLE | WY | 83001 | NONE | PC | GENERAL FUND | $25,000 |
| JANNUS INC | |||||||
| 1607 W JEFFERSON ST | BOISE | ID | 83702 | NONE | PC | GENERAL FUND | $20,000 |
| MISSOULA AREA AGENCY ON AGING | |||||||
| 337 STEPHENS AVENUE | MISSOULA | MT | 59801 | NONE | PC | GENERAL FUND | $10,000 |
| MISSOULA FOOD BANK COMMUNITY CENTER | |||||||
| 1720 WYOMING ST | MISSOULA | MT | 59801 | NONE | PC | GENERAL FUND | $5,000 |
| MISSOULA INTERFAITH COLLABORATIVE | |||||||
| 2205 34TH ST | MISSOULA | MT | 59801 | NONE | PC | GENERAL FUND | $10,000 |
| MONTANA WILDERNESS SCHOOL | |||||||
| PO BOX 1183 | BOZEMAN | MT | 59771 | NONE | PC | GENERAL FUND | $20,000 |
| NEEDS BEYOND MEDICINE | |||||||
| PO BOX 712043 | SALT LAKE CITY | UT | 84171 | NONE | PC | GENERAL FUND | $10,000 |
| NORTHERN PLAINS RESOUCE COUNCIL | |||||||
| 220 S 27TH ST STE A | BILLING | MT | 59101 | NONE | PC | GENERAL FUND | $15,000 |
| PALOUSE LAND TRUST | |||||||
| PO BOX 8506 | MOSCOW | ID | 83843 | NONE | PC | GENERAL FUND | $15,000 |
| PROPERTY AND ENVIRONMENT RESEARCH C | |||||||
| 2048 ANALYSIS DR STE A | BOZEMAN | MT | 59718 | NONE | PC | GENERAL FUND | $10,000 |
| SALT LAKE COMMUNITY COLLEGE FOUNDAT | |||||||
| 4600 S REDWOOD RD | SALT LAKE CITY | UT | 84123 | NONE | PC | GENERAL FUND | $10,000 |
| SOBRIETY FOUNDATION | |||||||
| PO BOX 522252 | SALT LAKE CITY | UT | 84152 | NONE | PC | GENERAL FUND | $5,000 |
| ST VINCENT DE PAUL NORTH IDAHO | |||||||
| 201 E HARRISON AVE | COEUR DALENE | ID | 83814 | NONE | PC | GENERAL FUND | $15,000 |
| TETON RAPTOR CENTER | |||||||
| PO BOX 1805 | WILSON | WY | 83014 | NONE | PC | GENERAL FUND | $20,000 |
| POVERELLO CENTER INC | |||||||
| PO BOX 7644 | MISSOULA | MT | 59807 | NONE | PC | GENERAL FUND | $20,000 |
| SHEPHERDS INN PREGNANCY RESOURCE CE | |||||||
| 437 PARKAWAY CIR | IDAHO FALLS | ID | 83401 | NONE | PC | GENERAL FUND | $2,500 |
| THE TRAVELING SCHOOL | |||||||
| PO BOX 7058 | BOZEMAN | MT | 59771 | NONE | PC | GENERAL FUND | $10,000 |
| UNION GOSPEL MISSION OF MISSOULA | |||||||
| PO BOX 306 | MISSOULA | MT | 59806 | NONE | PC | GENERAL FUND | $10,000 |
| UTAH HEALTH AND HUMAN RIGHTS | |||||||
| 650 E 4500 S STE 220 | MURRAY | UT | 84107 | NONE | PC | GENERAL FUND | $10,000 |
| UTAH MUSEUM OF CONTEMPORARY ART | |||||||
| 20 S W TEMPLE | SALT LAKE CITY | UT | 84101 | NONE | PC | GENERAL FUND | $5,000 |
| UTAH WILD SHEEP FOUNDATION | |||||||
| 1411 EAST CRESCENT DR N | PARK CITY | UT | 84098 | NONE | PC | GENERAL FUND | $10,000 |
| WILDERNESS SCIENCE EDUCATION INC | |||||||
| PO BOX 3174 | MCCALL | ID | 83638 | NONE | PC | GENERAL FUND | $7,500 |
| WYAKIN WARRIOR FOUNDATION | |||||||
| 960 S BROADWAY STE 260 | BOISE | ID | 83706 | NONE | PC | GENERAL FUND | $20,000 |
| WYOMING NATURAL RESOURCE FOUNDATION | |||||||
| 517 E 19 ST | CHEYENNE | WY | 82001 | NONE | PC | GENERAL FUND | $20,000 |
| WYOMING WILDLIFE ADVOCATES | |||||||
| PO BOX 1772 | WILSON | WY | 83014 | NONE | PC | GENERAL FUND | $5,000 |
| YOUTH FUTURES | |||||||
| 1790W TRAFALGA WAY UNIT B | SALT LAKE CITY | UT | 84116 | NONE | PC | GENERAL FUND | $25,000 |
| GREATER IDAHO FALLS POLICE FOUNDATI | |||||||
| 350 MEMORIAL DRIVE | IDAHO FALLS | ID | 83402 | NONE | PC | GENERAL FUND | $30,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $2,493,250 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $199 | ExclusionAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $1,058,088 | ExclusionAmt |
Net Rental Income Personal Prop NetRentalIncomePersonalPropGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 3 | ExclusionCd |
| Exclusion | $2,080,000 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | $1,800,987 | RelatedOrExemptFunctionIncmAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $3,138,287 | ExclusionAmt |
| Related Or Exempt Function Incm | $1,800,987 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $4,939,274 | 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 | $14,652 | Amt |
| Net Investment Income | $7,500 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $7,152 | 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 | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|---|
| Furniture and Fixtures | $634,000 | $619,854 | $14,146 | $168,000 |
| Buildings | $12,188,602 | $1,825,764 | $10,362,838 | $12,817,560 |
| Land | $2,271,555 | $2,271,555 | $4,104,440 |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | LEGAL FEES | CategoryTxt |
| Legal Fees | $4,760 | LegalFeesAmt |
| Net Investment Income | $4,760 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (4 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|
| COMPUTER EXPENSE | $600 | $600 |
| INSURANCE | $1,433 | $1,433 |
| LICENSES & FEES | $250 | $250 |
| SOFTWARE | $7,600 | $7,600 |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | UNREALIZED GAIN ON INVESTMENTS | Desc |
| Amt | $4,720,910 | Amt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | INVESTMENT FEES | CategoryTxt |
| Amt | $282,255 | Amt |
| Net Investment Income | $282,255 | 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 | $50,000 | |
| FOREIGN TAXES | $2,452 | $2,452 |
| PROPERTY TAXES | $7,078 | $7,078 |