CROSS CHARITABLE FOUNDATION INC: Form 990PF, tax year 2017
View the entire original 990 at ProPublica ↗
- Organization
- CROSS CHARITABLE FOUNDATION INC (EIN 83-0331707)
- Tax period
- 2017-01-01 to 2017-12-31
- Filed
- 2018-09-10
- IRS object ID
- 201842539349100419
- Schema version
- 2017v2.2
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990-PF
- Schedule B
- Accounting Fees Schedule
- Contractor Compensation Expln
- Investments Land Schedule2
- Legal Fees Schedule
- Other Assets Schedule
- Other Expenses Schedule
- Other Increases Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2018-09-10T14:41:23-07:00 | ReturnTs |
| Tax Period End | 2017-12-31 | 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 | 2017-01-01 | 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 | 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 | 2018-09-10 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | JOHN R CLARK CPA | PreparerPersonNm |
| PTIN | P00427328 | PTIN |
| Phone | 4065853393 | PhoneNum |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2017 | TaxYr |
| Build TS | 2018-06-14 16:35:46Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $46,617,573 | FMVAssetsEOYAmt |
| Method Of Accounting Other | Yes (X) | MethodOfAccountingOtherInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Rcvd Rev And Expnss | $100,000 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $51,308 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $51,308 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $880,244 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $880,244 | DividendsNetInvstIncmAmt |
| Gross Rents Rev And Expnss | $1,900,990 | GrossRentsRevAndExpnssAmt |
| Gross Rents Net Invst Incm | $1,900,990 | GrossRentsNetInvstIncmAmt |
| Net Rental Income Or Loss | $1,900,990 | NetRentalIncomeOrLossAmt |
| Net Gain Sale Ast Rev And Expnss | $1,286,087 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $20,504,526 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $1,286,087 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $4,218,629 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $4,118,629 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $80,000 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $20,000 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $60,000 | CompOfcrDirTrstDsbrsChrtblAmt |
| Legal Fees Rev And Expnss | $576 | LegalFeesRevAndExpnssAmt |
| Legal Fees Dsbrs Chrtbl | $576 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $18,113 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Chrtbl Prps | $18,113 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $206,282 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $198,997 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $7,285 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $45,504 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $7,958 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $37,546 | TaxesDsbrsChrtblAmt |
| Deprec And Dpltn Rev And Expnss | $318,297 | DeprecAndDpltnRevAndExpnssAmt |
| Deprec And Dpltn Net Invst Incm | $318,297 | DeprecAndDpltnNetInvstIncmAmt |
| Trav Conf Meeting Rev And Expnss | $6,008 | TravConfMeetingRevAndExpnssAmt |
| Trav Conf Meeting Dsbrs Chrtbl | $6,008 | TravConfMeetingDsbrsChrtblAmt |
| Printing And Pub Rev And Expnss | $2,050 | PrintingAndPubRevAndExpnssAmt |
| Printing And Pub Dsbrs Chrtbl | $2,050 | PrintingAndPubDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $7,927 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $3,025 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $4,902 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $684,757 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $548,277 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $136,480 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $1,843,000 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $1,897,000 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $2,527,757 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $548,277 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $2,033,480 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $1,690,872 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $3,570,352 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $2,696,354 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $2,283,605 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $2,283,605 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock EOY | $31,842,454 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $31,842,454 | CorporateStockEOYFMVAmt |
| Invst Land Cost Or Other Basis | $13,387,433 | InvstLandCostOrOtherBasisAmt |
| Invst Land Accum Depreciation | $1,199,854 | InvstLandAccumDepreciationAmt |
| Land Bldg Investments BOY | $11,260,389 | LandBldgInvestmentsBOYAmt |
| Land Bldg Investments EOY | $12,187,579 | LandBldgInvestmentsEOYAmt |
| Land Bldg Investments EOYFMV | $12,187,579 | LandBldgInvestmentsEOYFMVAmt |
| Other Investments BOY | $27,615,468 | OtherInvestmentsBOYAmt |
| Land BOY | $1,245,491 | LandBOYAmt |
| Other Assets BOY | $9,600 | OtherAssetsBOYAmt |
| Other Assets EOY | $303,935 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $303,935 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $42,827,302 | TotalAssetsBOYAmt |
| Total Assets EOY | $46,617,573 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $46,617,573 | TotalAssetsEOYFMVAmt |
| Grants Payable BOY | $54,000 | GrantsPayableBOYAmt |
| Total Liabilities BOY | $54,000 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
| Unrestricted BOY | $42,773,302 | UnrestrictedBOYAmt |
| Unrestricted EOY | $46,617,573 | UnrestrictedEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $42,773,302 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $46,617,573 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $42,827,302 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $46,617,573 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $42,773,302 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $1,690,872 | ExcessRevenueOverExpensesAmt |
| Other Increases | $2,153,399 | OtherIncreasesAmt |
| Subtotal | $46,617,573 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $46,617,573 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (4 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|---|
| HEBGEN LAKE LOTS | P | 2012-11-15 | 2017-05-11 | $404,200 | $374,632 | $29,568 | $29,568 |
| OREGON LOT | P | 2012-11-15 | 2017-08-31 | $4,500 | -$4,500 | -$4,500 | |
| ENNIS PROPERTY | P | 2012-11-15 | 2017-12-26 | $35,279 | $46,300 | -$11,021 | -$11,021 |
| INVESTMENT GAIN | P | 2012-01-01 | 2017-01-01 | $20,065,047 | $18,793,007 | $1,272,040 | $1,272,040 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $1,286,087 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | false | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $1,922,560 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $39,298,609 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.04892 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $1,898,781 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $40,433,269 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.04696 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $1,375,125 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $27,259,613 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.05045 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $1,258,739 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $25,458,417 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.04944 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $1,118,245 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $23,834,855 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.04692 | DistributionYr5Rt |
| Total Distribution | 0.242688 | TotalDistributionRt |
| Average Distribution | 0.048538 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $45,918,309 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $2,228,783 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $35,704 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $2,264,487 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $2,033,480 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $71,407 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $71,407 | SubtotalAmt |
| Tax Based On Investment Income | $71,407 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $30,000 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $30,000 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Es Penalty | $1,428 | EsPenaltyAmt |
| Tax Due | $42,835 | TaxDueAmt |
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 |
| Form990 T Filed | false | Form990TFiledInd |
| 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 | Yes (true) | 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 |
| Undistr Incm Sect4942a2 Not App | false | UndistrIncmSect4942a2NotAppInd |
| Business Holdings | false | BusinessHoldingsInd |
| Excess Business Holdings | false | ExcessBusinessHoldingsInd |
| 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 |
| Transactions Fail To Qlfy As Exc | false | TransactionsFailToQlfyAsExcInd |
| Maintained Expenditure Rspns | false | MaintainedExpenditureRspnsInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
| Proceeds Or Net Income | false | ProceedsOrNetIncomeInd |
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 | $20,000 |
| JOHN R CLARK | ||||||
| 3805 VALLEY COMMONS DR STE 7 | BOZEMAN | MT | 59718 | Treasurer | 3.00 | $20,000 |
| CHARLES FOLLAND | ||||||
| PO BOX 437 | RIGBY | ID | 83442 | President | 3.00 | $20,000 |
| RYAN KIRKHAM | ||||||
| PO BOX 1789 | WEST YELLOWSTONE | MT | 59758 | Vice President | 3.00 | $20,000 |
| 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 | $89,034 |
| ROBER W BAIRD & CO INC | |||||
| 777 EAST WISCONSIN AVENUE | MILWAUKEE | WI | 53202 | INVESTMENT ADVISORY | $96,361 |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $30,435,667 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $1,735,503 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $14,446,403 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $46,617,573 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Adjusted Total FMV Of Unused Ast | $46,617,573 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $699,264 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $45,918,309 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $2,295,915 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $2,295,915 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $71,407 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $71,407 | TotalTaxAmt |
| Distributable Before Adj | $2,224,508 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $2,224,508 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $2,224,508 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $2,033,480 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $2,033,480 | QualifyingDistributionsAmt |
| Adjusted Qualifying Distri | $2,033,480 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $2,224,508 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $10,919 | UndistributedIncomePYAmt |
| Qualifying Distributions | $2,033,480 | QualifyingDistributionsAmt |
| Applied To Year1 | $10,919 | AppliedToYear1Amt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $2,022,561 | AppliedToCurrentYearAmt |
| Undistributed Income CY | $201,947 | 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 (104 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| GRIZZLY AND WOLF DISCOVERY CENTER | |||||||
| PO BOX 996 | WEST YELLOWSTONE | MT | 59758 | NONE | PC | GENERAL FUND | $50,000 |
| OGDEN-WEBER ATC FOUNDATION | |||||||
| 2389 WASHINGTON BLVD SUITE 210 | OGDEN | UT | 84201 | NONE | PC | CONSTRUCTION OF SCHOOL BUILDING | $25,000 |
| 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 | $20,000 |
| 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 | $30,000 |
| OGDEN NATURE CENTER | |||||||
| 966 WEST 12TH STREET | OGDEN | UT | 84404 | NONE | PC | General Fund | $5,000 |
| WEST RIDGE ACADEMY | |||||||
| 5500 BAGLEY PARK ROAD | WEST JORDAN | UT | 84081 | NONE | PC | General Fund | $40,000 |
| UTAH ANIMAL ADOPTION CENTER | |||||||
| 1955 NORTH REDWOOD ROAD | SALT LAKE CITY | UT | 84116 | NONE | PC | General Fund | $5,000 |
| ANIMAL ADOPTION CENTER | |||||||
| 175 NORTH GLENWOOD STREET | JACKSON | WY | 83001 | NONE | PC | General Fund | $25,000 |
| FUTURE WEST | |||||||
| 321 EAST MAIN STREET 309 | BOZEMAN | MT | 59715 | NONE | PC | GENERAL FUND | $5,000 |
| SOUTH VALLEY SANCTUARY | |||||||
| PO BOX 1028 | WEST JORDAN | UT | 84084 | NONE | PC | GENERAL FUND | $25,000 |
| SAE INTERNATIONAL | |||||||
| 1200 G ST NW SUITE 800 | WASHINGTON DC | DC | 20005 | NONE | PC | GENERAL FUND | $25,000 |
| WEST YELLOWSTONE OUTDOOR EDUCATION | |||||||
| PO BOX 264 | WEST YELLOWSTONE | MT | 59758 | NONE | PC | GENERAL FUND | $5,000 |
| HENRY'S FORK FOUNDATION | |||||||
| 606 MAIN ST | ASHTON | ID | 83420 | NONE | PF | GENERAL FUND | $25,000 |
| WEST YELLOWSTONE FOUNDATION | |||||||
| PO BOX 255 | WEST YELLOWSTONE | MT | 59758 | NONE | PF | GENERAL FUND | $30,000 |
| THE NATURE CONSERVANCY | |||||||
| 4245 NORTH FIARFAX DRIVE SUITE 100 | ARLINGTON | VA | 22203 | NONE | PC | GENERAL FUND | $30,000 |
| GREATER YELLOWSTONE COALITION | |||||||
| 215 S WALLACE | BOZEMAN | MT | 59715 | NONE | PC | GENERAL FUND | $40,000 |
| FOUR CORNERS SCHOOL | |||||||
| PO BOX 1029 | MONTICELLO | UT | 84535 | NONE | GOV | GENERAL FUND | $20,000 |
| BEST FRIENDS | |||||||
| 5001 ANGEL CANYON ROAD | KANAB | UT | 84741 | NONE | PC | GENERAL FUND | $20,000 |
| HEART OF THE VALLEY ANIMAL SHELTER | |||||||
| 1549 E CAMERON BRIDGE RD | BOZEMAN | MT | 59718 | NONE | PC | GENERAL FUND | $25,000 |
| ANIMEALS | |||||||
| 1700 RANKIN STREET | MISSOULA | MT | 59808 | NONE | PC | GENERAL FUND | $7,500 |
| BLACKFOOT CHALLENGE INC | |||||||
| 405 MAIN STREET | OVANDO | MT | 59854 | NONE | PC | GENERAL FUND | $24,000 |
| GRAND TETON ASSOCIATION | |||||||
| PO BOX 170 | MOOSE | WY | 83012 | NONE | PC | GENERAL FUND | $25,000 |
| HUMANE SOCIETY OF UTAH | |||||||
| PO BOX 573659 | MURRAY | UT | 84157 | NONE | PC | GENERAL FUND | $25,000 |
| 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 |
| MONTANA WILDERNESS ASSOCIATION | |||||||
| 80 SOUTH WARREN ST | HELENA | MT | 59601 | NONE | PC | GENERAL FUND | $10,000 |
| NATIONAL EDU FOR ASSIS DOG SERVICES | |||||||
| PO BOX 213 | WEST BOYLSTON | MA | 01583 | NONE | PC | GENERAL FUND | $10,000 |
| NATIONAL PARKS CONSERVATION ASSOC | |||||||
| 777 6TH STREET NW SUITE 700 | WASHINGTON | DC | 20001 | NONE | PC | GENERAL FUND | $25,000 |
| PET PARTNERS | |||||||
| 875 124TH AVE NE 101 | BELLEVUE | WA | 98005 | NONE | PC | GENERAL FUND | $10,000 |
| SNAKE RIVER ANIMAL SHELTER | |||||||
| 430 PARK AVE | IDAHO FALLS | ID | 83402 | NONE | PC | GENERAL FUND | $25,000 |
| ST ANNE'S CENTER | |||||||
| 137 W BINFORD AVE | OGDEN | UT | 84401 | NONE | PC | GENERAL FUND | $30,000 |
| THE WILDERNESS SOCIETY | |||||||
| 503 W MENDENHALL ST | BOZEMAN | MT | 59715 | NONE | PC | GENERAL FUND | $15,000 |
| THRIVE | |||||||
| 400 E BABCOCK ST | BOZEMAN | MT | 59715 | NONE | PC | GENERAL FUND | $25,000 |
| FAMILY COUNSELING SERVICE | |||||||
| 3518 WASHINGTON BLVD | OGDEN | UT | 84403 | NONE | PC | GENRAL FUND | $8,000 |
| TROUT UNLIMITED'S MONTANA WATER PRO | |||||||
| 321 EAST MAIN STREET SUITE 411 | BOZEMAN | MT | 59715 | NONE | PC | GENERAL FUND | $15,000 |
| 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 | $15,000 |
| MONTANA STATE UNIVERSITY FOUNDATION | |||||||
| PO BOX 172750 | BOZEMAN | MT | 59717 | NONE | PC | GENERAL FUND | $20,000 |
| NATIONAL OUTDOOR LEADERSHIP | |||||||
| 284 LINCOLN STREET | LANDER | WY | 82520 | NONE | PC | GENERAL FUND | $20,000 |
| NATIONAL WILDLIFE FEDERATION | |||||||
| 2995 BASELINE ROAD SUITE 300 | BOULDER | CO | 80303 | NONE | PC | GENERAL FUND | $29,000 |
| 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 | $7,500 |
| YMCA OF NORTHERN UTAH | |||||||
| 3216 E HIGHLAND DR 200 | SALT LAKE CITY | UT | 84106 | NONE | PC | GENERAL FUND | $5,000 |
| YELLOWSTONE TO YUKON CONSERV INITIA | |||||||
| PO BOX 157 | BOZEMAN | MT | 59771 | NONE | PC | GENERAL FUND | $25,000 |
| WESTERN ENVIRONMENTAL LAW CENTER | |||||||
| 1216 LINCOLN ST | EUGENE | OR | 97401 | NONE | PC | GENERAL FUND | $20,000 |
| THE SIERRA CLUB FOUNDATION | |||||||
| 85 SECOND STREET SUITE 750 | SAN FRANCISCO | CA | 94105 | NONE | PF | GENERAL FUND | $25,000 |
| NATIONAL ALLIANCE ON MENTAL ILLNESS | |||||||
| 3803 N FIARFAX DRIVE SUITE 100 | ARLINGTON | VA | 22203 | NONE | PC | GENERAL FUND | $15,000 |
| KITSAP HUMANE SOCIETY | |||||||
| 9167 DICKEY RD NW | SILVERDALE | WA | 98383 | NONE | PC | GENERAL FUND | $15,000 |
| HAPPY ENDINGS ANIMAL RESCUE | |||||||
| 5349 WEST FOREST HOME AVENUE | MILWAUKEE | WI | 53220 | NONE | PC | GENERAL FUND | $2,500 |
| FRIENDS OF THE MISSOURI BREAKS MONU | |||||||
| 324 FULLER SUITE C-4 | HELENA | MT | 59601 | NONE | PC | GENERAL FUND | $5,000 |
| FLATHEAD LAND TRUST | |||||||
| 33 2ND ST E | KALISPELL | MT | 59901 | NONE | PC | GENERAL FUND | $5,000 |
| CLARK FORK COALITION | |||||||
| 140 S 4TH ST W | MISSOULA | MT | 59801 | NONE | PC | GENERAL FUND | $18,000 |
| CENTER FOR LARGE LANDSCAPE CONSERVA | |||||||
| 303 W MENDENHALL ST 4 | BOZEMAN | MT | 59715 | NONE | PC | GENERAL FUND | $25,000 |
| AMERICAN PRAIRIE RESERVE | |||||||
| 7 E BEALL ST 3100 | BOZEMAN | MT | 59715 | NONE | PC | GENERAL FUND | $50,000 |
| BACK COUNRY HUNTERS ANGLERS | |||||||
| 725 W ALDER SUITE 11 | MISSOULA | MT | 59802 | NONE | PC | GENERAL FUND | $15,000 |
| CENTENNIAL VALLEY ASSOCIATION | |||||||
| PO BOX 240077 | DELL | MT | 59724 | NONE | PC | GENERAL FUND | $15,000 |
| COMMUNITY LEADERSHIP DEVELOPMENT IN | |||||||
| 109 1/S S 32ND ST | BILLINGS | MT | 59101 | NONE | PC | GENERAL FUND | $5,000 |
| EARTHWORKS | |||||||
| 350 POLLYWOG LN | BELGRADE | MT | 59714 | NONE | PC | GENERAL FUND | $20,000 |
| FLATHEAD FOOD BANK | |||||||
| 1203 US-2 | KALISPELL | MT | 59901 | NONE | PC | GENERAL FUND | $5,000 |
| GROWING GARDENS OF BOULDER COUNTY | |||||||
| 1630 HAWTHRON AVE | BOULDER | CO | 80304 | NONE | PC | GENERAL FUND | $7,500 |
| HUMANE SOCIETY OF JEFERSON COUNTY W | |||||||
| 112 CRITTER LN | PORT TOWNSEND | WA | 98368 | NONE | PC | GENERAL FUND | $10,000 |
| IDAHO ZOOLOGICAL SOCIETY | |||||||
| 3101 AVENUE OF THE CHIEFS | POCATELLO | ID | 83204 | NONE | PC | GENERAL FUND | $7,500 |
| JEFFERSON LAND TRUST | |||||||
| 1033 LAWRENCE ST | PORT TOWNSEND | WA | 98368 | NONE | PC | GENERAL FUND | $50,000 |
| JUNIOR ACHIEVEMENT OF UTAH | |||||||
| 515 SOUTH 700 EAST SUITE 1F | SALT LAKE CITY | UT | 84102 | PC | GENERAL FUND | $15,000 | |
| MADISON RIVER FOUNDATION | |||||||
| PO BOX 1527 | ENNIS | MT | 59729 | NONE | PC | GENERAL FUND | $10,000 |
| MOUNTAIN HOME MONTANA | |||||||
| 2606 SOUTH AVE W | MISSOULA | MT | 59804 | NONE | PC | GENERAL FUND | $20,000 |
| MUSEUM OF IDAHO | |||||||
| 200 N EASTERN AVE | IDAHO FALLS | ID | 83402 | NONE | PC | GENERAL FUND | $8,000 |
| NATURAL RESOURCES DEFENSE COUNCIL | |||||||
| 317 E MENDENHALL ST | BOZEMAN | MT | 59715 | PC | GENERAL FUND | $25,000 | |
| NUZZLES CO | |||||||
| 6699 N LANDMARK DR 103 | PARK CITY | UT | 84098 | NONE | PC | GENERAL FUND | $20,000 |
| SUMMIT LAND CONSERVANCY | |||||||
| 1650 PARK AVE 200 | PARK CITY | UT | 84060 | NONE | PC | GENERAL FUND | $15,000 |
| TAUTPHAUS PARK ZOOLOGICAL SOCIETY | |||||||
| PO BOX 51794 | IDAHO FALL | ID | 83405 | NONE | PC | GENERAL FUND | $16,000 |
| TETON COUNTY LIBRARY FOUNDATION | |||||||
| PO BOX 1629 | JACKSON | WY | 83001 | PC | GENERAL FUND | $15,000 | |
| THE O'HARA COMMONS SUSTAINABILITY C | |||||||
| 111 S 4TH ST | HAMILTON | MT | 59840 | NONE | PC | GENERAL FUND | $5,000 |
| THE VITAL GROUND FOUNDATION | |||||||
| 20 FORT MISSOULA RD | MISSOULA | MT | 59804 | NONE | PC | GENERAL FUND | $15,000 |
| THE YMCA UTAH | |||||||
| 322 EAST 300 SOUTH | SALT LAKE CITY | UT | 84111 | NONE | PC | GENERAL FUND | $10,000 |
| BOISE RESCUE MISSION | |||||||
| PO BOX 1494 | BOISE | ID | 83701 | NONE | PC | GENERAL FUND | $20,000 |
| BRIDGERCARE | |||||||
| 1288 N 14TH AVE 201 | BOZEMAN | MT | 59715 | NONE | PC | GENERAL FUND | $10,000 |
| CENTER VALLEY ANIMAL RESCUE | |||||||
| 11900 CENTER ROAD | QUILCENE | WA | 98376 | NONE | PC | GENERAL FUND | $3,700 |
| CHILD FAMILY SUPPORT CENTER OF CACH | |||||||
| 1525 N 200 W | LOGAN | UT | 84341 | NONE | PC | GENERAL FUND | $8,000 |
| COMMUNITY ANIMAL WELFARE SOCIETY | |||||||
| PO BOX 160554 | CLEARFIELD | UT | 84016 | NONE | PC | GENERAL FUND | $10,000 |
| EARTHJUSTICE | |||||||
| 50 CALIFORNIA STREET SUITE 500 | SAN FRANCISCO | CA | 94111 | NONE | PC | GENERAL FUND | $30,000 |
| FRIENDS OF THE COALITION | |||||||
| PO BOX 1222 | PROVO | UT | 84603 | NONE | PC | GENERAL FUND | $5,000 |
| GALLATIN VALLEY LAND TRUST | |||||||
| 212 S WALLACE 102 | BOZEMAN | MT | 59715 | NONE | PC | GENERAL FUND | $17,500 |
| HABITAT FOR HUMANITY OF WEBER DAVIS | |||||||
| 2955 HARRISON BLVD 202 | OGDEN | UT | 84403 | NONE | PC | GENERAL FUND | $5,000 |
| KIDS ON THE MOVE | |||||||
| 475 HOSPITAL DR | OREM | UT | 84057 | NONE | PC | GENERAL FUND | $10,000 |
| LANDER PET CONNECTION | |||||||
| 120 CHITTIM RD | LANDER | WY | 82520 | NONE | PC | GENERAL FUND | $10,000 |
| LITTLE RANGERS LEARNING CENTER | |||||||
| 520 YELLOWSTONE AVE | WEST YELLOWSTONE | MT | 59758 | NONE | PC | GENERAL FUND | $10,000 |
| LITTLEFIELD UNIFIED SCHOOL DISTRICT | |||||||
| 3490 E RIO VIRGIN RD | LITTLEFIELD | AZ | 86432 | NONE | PC | GENERAL FUND | $7,500 |
| MONTANA WATERSHED COORDINATION COUN | |||||||
| PO BOX 1416 | HELENA | MT | 59624 | NONE | PC | GENERAL FUND | $10,000 |
| PAWS OF JACKSON HOLE | |||||||
| 320 EAST BROADWAY | JACKSON | WY | 83002 | NONE | PC | GENERAL FUND | $5,000 |
| PHEASANTS FOREVER | |||||||
| 1783 BUERKLE CIRCLE | ST PAUL | MN | 55110 | NONE | PC | GENERAL FUND | $30,000 |
| PROGRESSIVE ANIMAL WELFARE SOCIETY | |||||||
| PO BOX 1037 | LYNNWOOD | WA | 98046 | NONE | PC | GENERAL FUND | $25,000 |
| SAGEBRUSH STEPPE LAND TRUST | |||||||
| 109 N ARTHUR AVE SUITE 300 | POCATELLO | ID | 83204 | NONE | PC | GENERAL FUND | $32,000 |
| SUAZO CENTER FOR ENTREPRENEURSHIP | |||||||
| 960 W 1700 S | SALT LAKE CITY | UT | 84104 | NONE | PC | GENERAL FUND | $5,000 |
| THE CHRISTMAS BOX INTERNATIONAL | |||||||
| 3660 S W TEMPLE | SALT LAKE CITY | UT | 84115 | NONE | PC | GENERAL FUND | $10,000 |
| THE TRUST FOR PUBLIC LAND | |||||||
| 101 MONTGOMERY STREET SUITE 900 | SAN FRANCISCO | CA | 94104 | NONE | PC | GENERAL FUND | $15,000 |
| UNIVERSITY WOMEN'S FOUNDATION | |||||||
| PO BOX 934 | PORT TOWNSEND | WA | 98368 | NONE | PF | GENERAL FUND | $6,300 |
| WASATCH ADAPTIVE SPORTS | |||||||
| 9385 S SNOWBIRD CENTER DRIVE | SNOWBIRD | UT | 84092 | NONE | PC | GENERAL FUND | $10,000 |
| 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 | $15,000 |
| YOUTH WORLD EDUCATION PROJECT | |||||||
| PO BOX 6808 | CHANDLER | AZ | 85246 | NONE | PC | GENERAL FUND | $7,500 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $1,843,000 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $51,308 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $880,244 | ExclusionAmt |
Net Rental Income Personal Prop NetRentalIncomePersonalPropGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 3 | ExclusionCd |
| Exclusion | $1,900,990 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $1,286,087 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $4,118,629 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $4,118,629 | 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 |
Schedule B IRS990ScheduleB
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| General Rule | Yes (X) | GeneralRuleInd |
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 1 | ContributorNum |
| Contributor Person | C WALKER CROSS LIVING TRUST | ContributorPersonNm |
Contributor US Address ContributorUSAddress
| 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) |
|---|---|---|
| Total Contributions | $100,000 | TotalContributionsAmt |
| Person Contribution | Yes (X) | PersonContributionInd |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING FEES | CategoryTxt |
| Amt | $18,113 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $18,113 | 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 (4 entries)
| Category Or ItemCategoryOrItemTxt | Cost Or Other BasisCostOrOtherBasisAmt | Accumulated DepreciationAccumulatedDepreciationAmt | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|---|
| Furniture and Fixtures | $634,000 | $495,371 | $138,629 | $138,629 |
| Buildings | $10,472,278 | $704,483 | $9,767,795 | $10,285,993 |
| Land | $2,271,555 | $2,271,555 | $1,762,957 | |
| Miscellaneous | $9,600 | $9,600 |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | LEGAL FEES | CategoryTxt |
| Legal Fees | $576 | LegalFeesAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $576 | DisbursementsCharitablePrpsAmt |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp (2 entries)
| DescDesc | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| RENTS RECEIVABLE | $303,934 | $303,935 |
| Rounding | $1 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (3 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|---|
| INSURANCE | $1,634 | $1,634 | |
| MEETINGS | $6,049 | $3,024 | $3,025 |
| OFFICE SUPPLIES | $244 | $244 |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | Unrealized Gain (Loss) on Investment | Desc |
| Amt | $2,153,399 | Amt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (3 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|---|
| CONSULTING SERVICES | $7,000 | $0 | $0 | $7,000 |
| INVESTMENT FEES | $198,997 | $198,997 | $0 | $0 |
| LICENSES & FEES | $285 | $0 | $0 | $285 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (3 entries)
| CategoryCategoryTxt | AmtAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|---|
| FEDERAL TAXES PAID | $37,546 | $37,546 | |
| FOREIGN TAXES | $5,599 | $5,599 | |
| PROPERTY TAXES | $2,359 | $2,359 |