Form990-PF

Department of the Treasury
Internal Revenue Service

Return of Private Foundation
or Section 4947(a)(1) Trust Treated as Private Foundation
right arrowDo not enter social security numbers on this form as it may be made public.
right arrowGo to www.irs.gov/Form990PF for instructions and the latest information.
OMB No. 1545-0047
2023
Open to Public Inspection
For calendar year 2023, or tax year beginning 01-01-2023 , and ending 12-31-2023
Name of foundation
The Charles and Mary Crossed Foundation
 
Number and street (or P.O. box number if mail is not delivered to street address)1545 East Avenue
  Room/suite
City or town, state or province, country, and ZIP or foreign postal code
Rochester, NY14610
A Employer identification number

16-1440339
B Telephone number (see instructions)

(585) 730-7808
C right arrow
G Check all that apply:

D 1. Foreign organizations, check here............. right arrow
2. Foreign organizations meeting the 85%
test, check here and attach computation ... right arrow
E right arrow
H Check type of organization:
F right arrow
I Fair market value of all assets at end
of year (from Part II, col. (c),
line 16)right arrow$15,579,438J Accounting method:
 
(Part I, column (d) must be on cash basis.)
Part I Analysis of Revenue and Expenses (The total of amounts in columns (b), (c), and (d) may not necessarily equal the amounts in column (a) (see instructions).) (a) Revenue and
expenses per
books 		(b) Net investment
income 		(c) Adjusted net
income 		(d) Disbursements
for charitable
purposes
(cash basis only)
Revenue 1 Contributions, gifts, grants, etc., received (attach schedule) 29,479
2 Check right arrow.............
3 Interest on savings and temporary cash investments 0    
4 Dividends and interest from securities... 302,930 302,930  
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10  
b Gross sales price for all assets on line 6a  
7 Capital gain net income (from Part IV, line 2)... 678,936
8 Net short-term capital gain......... 0
9 Income modifications...........  
10a Gross sales less returns and allowances  
b Less: Cost of goods sold....  
c Gross profit or (loss) (attach schedule)..... 0  
11 Other income (attach schedule)....... Click to see attachment
List of Attached Documents:
// Content
3,299,938 0  
12 Total. Add lines 1 through 11........ 3,632,347 981,866 0
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 82,606 82,606    
14 Other employee salaries and wages......        
15 Pension plans, employee benefits.......        
16a Legal fees (attach schedule)......... 0      
b Accounting fees (attach schedule)....... Click to see attachment
List of Attached Documents:
// Content
6,444 6,444    
c Other professional fees (attach schedule).... Click to see attachment
List of Attached Documents:
// Content
74,412 74,412    
17 Interest............... 651 651    
18 Taxes (attach schedule) (see instructions)... Click to see attachment
List of Attached Documents:
// Content
38,925 38,925    
19 Depreciation (attach schedule) and depletion... 0    
20 Occupancy.............. 19,705 19,705    
21 Travel, conferences, and meetings....... 1,892 1,892    
22 Printing and publications.......... 335 335    
23 Other expenses (attach schedule)....... Click to see attachment
List of Attached Documents:
// Content
23,508 23,508    
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 248,478 248,478   0
25 Contributions, gifts, grants paid....... 1,578,415 1,578,415
26 Total expenses and disbursements. Add lines 24 and 25 1,826,893 248,478   1,578,415
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements 1,805,454
b Net investment income (if negative, enter -0-) 733,388
c Adjusted net income (if negative, enter -0-)... 0
For Paperwork Reduction Act Notice, see instructions.
Cat. No. 11289X Form 990-PF (2023)
Form 990-PF (2023)
Page 2
Part II Balance Sheets Attached schedules and amounts in the description column
should be for end-of-year amounts only. (See instructions.) 		Beginning of year End of year
(a) Book Value (b) Book Value (c) Fair Market Value
Assets 1 Cash—non-interest-bearing............. 233,131 209,467 209,467
2 Savings and temporary cash investments.........      
3 Accounts receivable right arrow  
Less: allowance for doubtful accounts right arrow        
4 Pledges receivable right arrow  
Less: allowance for doubtful accounts right arrow        
5 Grants receivable.................      
6 Receivables due from officers, directors, trustees, and other
disqualified persons (attach schedule) (see instructions).....   0  
7 Other notes and loans receivable (attach schedule) right arrow  
Less: allowance for doubtful accounts right arrow     0  
8 Inventories for sale or use..............      
9 Prepaid expenses and deferred charges..........      
10a Investments—U.S. and state government obligations (attach schedule)   Click to see attachment
List of Attached Documents:
// Content
303,434 		317,933
b Investments—corporate stock (attach schedule)....... 11,257,079 Click to see attachment
List of Attached Documents:
// Content
10,044,806 		14,859,110
c Investments—corporate bonds (attach schedule).......      
11 Investments—land, buildings, and equipment: basis right arrow  
Less: accumulated depreciation (attach schedule) right arrow     0  
12 Investments—mortgage loans.............   126,285 181,339
13 Investments—other (attach schedule).......... 2,262,856 Click to see attachment
List of Attached Documents:
// Content
4,883,857 		0
14 Land, buildings, and equipment: basis right arrow  
Less: accumulated depreciation (attach schedule) right arrow     0  
15 Other assets (describe right arrow) 20,918 11,589 11,589
16 Total assets (to be completed by all filers—see the
instructions. Also, see page 1, item I) 13,773,984 15,579,438 15,579,438
Liabilities 17 Accounts payable and accrued expenses..........    
18 Grants payable.................    
19 Deferred revenue.................    
20 Loans from officers, directors, trustees, and other disqualified persons   0
21 Mortgages and other notes payable (attach schedule)......   0
22 Other liabilities (describe right arrow) 0 0
23 Total liabilities (add lines 17 through 22).........   0
Net Assets or Fund Balances Foundations that follow FASB ASC 958, check here right arrow
and complete lines 24, 25, 29 and 30.
24 Net assets without donor restrictions...........    
25 Net assets with donor restrictions............    
Foundations that do not follow FASB ASC 958, check here right arrow
and complete lines 26 through 30.
26 Capital stock, trust principal, or current funds........    
27 Paid-in or capital surplus, or land, bldg., and equipment fund    
28 Retained earnings, accumulated income, endowment, or other funds 13,773,984 15,579,438
29 Total net assets or fund balances (see instructions)..... 13,773,984 15,579,438
30 Total liabilities and net assets/fund balances (see instructions). 13,773,984 15,579,438
Part III
Analysis of Changes in Net Assets or Fund Balances
1
Total net assets or fund balances at beginning of year—Part II, column (a), line 29 (must agree with end-of-year figure reported on prior year’s return) ...............
1
13,773,984
2
Enter amount from Part I, line 27a .....................
2
1,805,454
3
Other increases not included in line 2 (itemize) right arrow
3
 
4
Add lines 1, 2, and 3 ..........................
4
15,579,438
5
Decreases not included in line 2 (itemize) right arrow
5
 
6
Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 29 .
6
15,579,438
Form 990-PF (2023)
Form 990-PF (2023)
Page 3
Part IV
Capital Gains and Losses for Tax on Investment Income
(a) List and describe the kind(s) of property sold (e.g., real estate,
2-story brick warehouse; or common stock, 200 shs. MLC Co.)		 (b)
How acquired
P—Purchase
D—Donation 		(c)
Date acquired
(mo., day, yr.) 		(d)
Date sold
(mo., day, yr.)
1 a UBS Managed securities 3416 short term covered P 2023-01-01 2023-12-31
b UBS Managed securities 3416 long term covered P 2022-01-01 2023-12-31
c UBS UnManaged securities 4928 long term covered D 2022-01-01 2023-12-31
d CSchwab short term covered securities P 2023-01-01 2023-12-31
e CSchwab long term covered securities P 2022-01-01 2023-12-31
(e)
Gross sales price 		(f)
Depreciation allowed
(or allowable) 		(g)
Cost or other basis
plus expense of sale 		(h)
Gain or (loss)
(e) plus (f) minus (g)
a 1,099,178 0 1,103,639 -4,461
b 875,813 0 863,362 12,451
c 441,990 0 43,943 398,047
d 111,650 0 141,313 -29,663
e 1,247,549 0 944,987 302,562
Complete only for assets showing gain in column (h) and owned by the foundation on 12/31/69 (l)
Gains (Col. (h) gain minus
col. (k), but not less than -0-) or
Losses (from col.(h))
(i)
F.M.V. as of 12/31/69 		(j)
Adjusted basis
as of 12/31/69 		(k)
Excess of col. (i)
over col. (j), if any
a 0 0 0 -4,461
b 0 0 0 12,451
c 0 0 0 398,047
d 0 0 0 -29,663
e 0 0 0 302,562
2 Capital gain net income or (net capital loss) Bracket If gain, also enter in Part I, line 7
If (loss), enter -0- in Part I, line 7		 Bracket 2 678,936
3 Net short-term capital gain or (loss) as defined in sections 1222(5) and (6):
If gain, also enter in Part I, line 8, column (c) (see instructions). If (loss), enter -0-
in Part I, line 8 ................... 		Bracket 3 -34,124
Part V
Excise Tax Based on Investment Income (Section 4940(a), 4940(b), 4940(e), or 4948—see instructions)
1a Exempt operating foundations described in section 4940(d)(2), check here right arrow and enter “N/A" on line 1. Bracket for line 1a
Date of ruling or determination letter:   (attach copy of letter if necessary–see instructions) 1 10,194
b All other domestic foundations enter 1.39% (0.0139) of line 27b. Exempt foreign organizations enter 4% (0.04) of Part I, line 12, col. (b)
2 Tax under section 511 (domestic section 4947(a)(1) trusts and taxable foundations only. Others enter -0-) 2 0
3 Add lines 1 and 2........................... 3 10,194
4 Subtitle A (income) tax (domestic section 4947(a)(1) trusts and taxable foundations only. Others enter -0-) 4 0
5 Tax based on investment income. Subtract line 4 from line 3. If zero or less, enter -0- ..... 5 10,194
6 Credits/Payments:
a 2023 estimated tax payments and 2022 overpayment credited to 2023 6a 21,785
b Exempt foreign organizations—tax withheld at source...... 6b  
c Tax paid with application for extension of time to file (Form 8868)... 6c  
d Backup withholding erroneously withheld .......... 6d  
7 Total credits and payments. Add lines 6a through 6d.............. Part VI Line 7 - Original Return Overpayment : -21785 7 21,785
8 Enter any penalty for underpayment of estimated tax. Check here if Form 2220 is attached. 8  
9 Tax due. If the total of lines 5 and 8 is more than line 7, enter amount owed.......right arrow 9  
10 Overpayment. If line 7 is more than the total of lines 5 and 8, enter the amount overpaid...right arrow 10 11,591
11 Enter the amount of line 10 to be: Credited to 2024 estimated taxright arrow11,591 Refundedright arrow 11  
Form 990-PF (2023)
Form 990-PF (2023)
Page 4
Part VI-A
Statements Regarding Activities
1a
During the tax year, did the foundation attempt to influence any national, state, or local legislation or did
Yes
No
it participate or intervene in any political campaign? ....................
1a
 
No
b
Did it spend more than $100 during the year (either directly or indirectly) for political purposes? See the instructions
for the definition.................................
1b
 
No
If the answer is "Yes" to 1a or 1b, attach a detailed description of the activities and copies of any materials
published or distributed by the foundation in connection with the activities.
c
Did the foundation file Form 1120-POL for this year?.....................
1c
 
No
d
Enter the amount (if any) of tax on political expenditures (section 4955) imposed during the year:
(1) On the foundation. right arrow$   (2) On foundation managers.right arrow$  
e
Enter the reimbursement (if any) paid by the foundation during the year for political expenditure tax imposed
on foundation managers.right arrow$  
2
Has the foundation engaged in any activities that have not previously been reported to the IRS?.......
2
 
No
If "Yes," attach a detailed description of the activities.
3
Has the foundation made any changes, not previously reported to the IRS, in its governing instrument, articles
of incorporation, or bylaws, or other similar instruments? If "Yes," attach a conformed copy of the changes....
3
 
No
4a
Did the foundation have unrelated business gross income of $1,000 or more during the year?.........
4a
 
No
b
If "Yes," has it filed a tax return on Form 990-T for this year?...................
4b
 
 
5
Was there a liquidation, termination, dissolution, or substantial contraction during the year?.........
5
 
No
If "Yes," attach the statement required by General Instruction T.
6
Are the requirements of section 508(e) (relating to sections 4941 through 4945) satisfied either:
round bullet By language in the governing instrument, or
round bullet By state legislation that effectively amends the governing instrument so that no mandatory directions
that conflict with the state law remain in the governing instrument? ................
6
Yes
 
7
Did the foundation have at least $5,000 in assets at any time during the year? If "Yes," complete Part II, col. (c),
and Part XIV..................................
7
Yes
 
8a
Enter the states to which the foundation reports or with which it is registered (see instructions)
right arrow
b
If the answer is "Yes" to line 7, has the foundation furnished a copy of Form 990-PF to the Attorney
General (or designate) of each state as required by General Instruction G? If "No," attach explanation .
8b
Yes
 
9
Is the foundation claiming status as a private operating foundation within the meaning of section 4942(j)(3)
or 4942(j)(5) for calendar year 2023 or the taxable year beginning in 2023? See the instructions for Part XIII.
If "Yes," complete Part XIII .............................
9
 
No
10
Did any persons become substantial contributors during the tax year? If "Yes," attach a schedule listing their names
and addresses. ...............................
10
 
No
11
At any time during the year, did the foundation, directly or indirectly, own a controlled entity within the
meaning of section 512(b)(13)? If "Yes," attach schedule. See instructions .............
11
 
No
12
Did the foundation make a distribution to a donor advised fund over which the foundation or a disqualified person had
advisory privileges? If "Yes," attach statement. See instructions.................
12
 
No
13
Did the foundation comply with the public inspection requirements for its annual returns and exemption application?
13
Yes
 
Website addressright arrowN/A
14
The books are in care ofright arrowCarol N Crossed Telephone no.right arrow (585) 730-7808

Located atright arrow1545 East AvenueRochesterNY ZIP+4right arrow14610
15
Section 4947(a)(1) nonexempt charitable trusts filing Form 990-PF in lieu of Form 1041 —check here .........right arrow
and enter the amount of tax-exempt interest received or accrued during the year ........right arrow
15
 
16 At any time during calendar year 2023, did the foundation have an interest in or a signature or other authority over YesNo
a bank, securities, or other financial account in a foreign country? .................
16   No
See the instructions for exceptions and filing requirements for FinCEN Form 114. If "Yes", enter the name of the foreign
country right arrow
Form 990-PF (2023)
Form 990-PF (2023)
Page 5
Part VI-B
Statements Regarding Activities for Which Form 4720 May Be Required
File Form 4720 if any item is checked in the "Yes" column, unless an exception applies.
Yes
No
1a
During the year did the foundation (either directly or indirectly):
(1) Engage in the sale or exchange, or leasing of property with a disqualified person? ...........
1a(1)
 
No
(2) Borrow money from, lend money to, or otherwise extend credit to (or accept it from)
a disqualified person? ..............................
1a(2)
 
No
(3) Furnish goods, services, or facilities to (or accept them from) a disqualified person? ...........
1a(3)
 
No
(4) Pay compensation to, or pay or reimburse the expenses of, a disqualified person? ............
1a(4)
 
No
(5) Transfer any income or assets to a disqualified person (or make any of either available
for the benefit or use of a disqualified person)? ......................
1a(5)
 
No
(6) Agree to pay money or property to a government official? (Exception. Check "No"
if the foundation agreed to make a grant to or to employ the official for a period
after termination of government service, if terminating within 90 days.) ...............
1a(6)
 
No
b
If any answer is "Yes" to 1a(1)–(6), did any of the acts fail to qualify under the exceptions described in Regulations
section 53.4941(d)-3 or in a current notice regarding disaster assistance? See instructions ..........
1b
 
 
c
Organizations relying on a current notice regarding disaster assistance check here ........right arrow
d
Did the foundation engage in a prior year in any of the acts described in 1a, other than excepted acts,
that were not corrected before the first day of the tax year beginning in 2023? .............
1d
 
No
2
Taxes on failure to distribute income (section 4942) (does not apply for years the foundation was a private
operating foundation defined in section 4942(j)(3) or 4942(j)(5)):
a
At the end of tax year 2023, did the foundation have any undistributed income (Part XII, lines 6d
and 6e) for tax year(s) beginning before 2023?....................
2a
 
No
If "Yes," list the years right arrow20, 20, 20, 20
b
Are there any years listed in 2a for which the foundation is not applying the provisions of section 4942(a)(2)
(relating to incorrect valuation of assets) to the year’s undistributed income? (If applying section 4942(a)(2)
to all years listed, answer "No" and attach statement—see instructions.) ..............
2b
 
 
c
If the provisions of section 4942(a)(2) are being applied to any of the years listed in 2a, list the years here.
right arrow20, 20, 20, 20
3a
Did the foundation hold more than a 2% direct or indirect interest in any business enterprise at
any time during the year? ..............................
3a
 
No
b
If "Yes," did it have excess business holdings in 2023 as a result of (1) any purchase by the foundation
or disqualified persons after May 26, 1969; (2) the lapse of the 5-year period (or longer period approved
by the Commissioner under section 4943(c)(7)) to dispose of holdings acquired by gift or bequest; or (3)
the lapse of the 10-, 15-, or 20-year first phase holding period? (Use Schedule C, Form 4720, to determine
if the foundation had excess business holdings in 2023.) .....................
3b
 
 
4a
Did the foundation invest during the year any amount in a manner that would jeopardize its charitable purposes?
4a
 
No
b
Did the foundation make any investment in a prior year (but after December 31, 1969) that could jeopardize its
charitable purpose that had not been removed from jeopardy before the first day of the tax year beginning in 2023? ..
4b
 
No
Form 990-PF (2023)
Form 990-PF (2023)
Page 6
Part VI-B
Statements Regarding Activities for Which Form 4720 May Be Required (continued)
5a
During the year did the foundation pay or incur any amount to:
Yes
No
(1) Carry on propaganda, or otherwise attempt to influence legislation (section 4945(e))? ..........
5a(1)
 
No
(2) Influence the outcome of any specific public election (see section 4955); or to carry
on, directly or indirectly, any voter registration drive? ....................
5a(2)
 
No
(3) Provide a grant to an individual for travel, study, or other similar purposes? .............
5a(3)
 
No
(4) Provide a grant to an organization other than a charitable, etc., organization described
in section 4945(d)(4)(A)? See instructions ........................
5a(4)
 
No
(5) Provide for any purpose other than religious, charitable, scientific, literary, or
educational purposes, or for the prevention of cruelty to children or animals? .............
5a(5)
 
No
b
If any answer is "Yes" to 5a(1)–(5), did any of the transactions fail to qualify under the exceptions described in
Regulations section 53.4945 or in a current notice regarding disaster assistance? See instructions ........
5b
 
 
c
Organizations relying on a current notice regarding disaster assistance check .........right arrow
d
If the answer is "Yes" to question 5a(4), does the foundation claim exemption from the
tax because it maintained expenditure responsibility for the grant? .................
5d
 
 
If "Yes," attach the statement required by Regulations section 53.4945–5(d).
6a
Did the foundation, during the year, receive any funds, directly or indirectly, to pay premiums on
a personal benefit contract? .............................
6a
 
No
b
Did the foundation, during the year, pay premiums, directly or indirectly, on a personal benefit contract? ....
6b
 
No
If "Yes" to 6b, file Form 8870.
7a
At any time during the tax year, was the foundation a party to a prohibited tax shelter transaction?
7a
 
No
b
If "Yes", did the foundation receive any proceeds or have any net income attributable to the transaction? .....
7b
 
 
8
Is the foundation subject to the section 4960 tax on payment(s) of more than $1,000,000 in remuneration or
excess parachute payment during the year? .........................
8
 
 
Part VII
Information About Officers, Directors, Trustees, Foundation Managers, Highly Paid Employees,
and Contractors
1 List all officers, directors, trustees, foundation managers and their compensation. See instructions
(a) Name and address (b) Title, and average
hours per week
devoted to position 		(c) Compensation
 (If not paid, enter
-0-) 		(d) Contributions to employee benefit plans and deferred compensation (e) Expense account,
other allowances
Carol Crossed President
20.00 		0 0 0
1545 East Avenue
Rochester,NY14610
Amy Crossed Sec'y and Director
2.00 		0 0 0
1545 East Avenue
Rochester,NY14610
David Crossed Treasurer
1.00 		0 0 0
1545 East Avenue
Rochester,NY14610
Jessica Shanahan Director
20.00 		0 0 0
1545 East Avenue
Rochester,NY14610
Andrew Crossed Treasurer
1.00 		0 0 0
1545 East Avenue
Rochester,NY14610
Nicholas Crossed Director
1.00 		0 0 0
1545 East Avenue
Rochester,NY14610
2 Compensation of five highest-paid employees (other than those included on line 1—see instructions). If none, enter “NONE."
(a) Name and address of each employee paid more than $50,000 (b) Title, and average
hours per week
devoted to position 		(c) Compensation (d) Contributions to
employee benefit
plans and deferred
compensation 		(e) Expense account,
other allowances
NONE
Total number of other employees paid over $50,000...................right arrow 0
Form 990-PF (2023)
Form 990-PF (2023)
Page 7
Part VII
Information About Officers, Directors, Trustees, Foundation Managers, Highly Paid Employees,
and Contractors (continued)
3 Five highest-paid independent contractors for professional services (see instructions). If none, enter "NONE".
(a) Name and address of each person paid more than $50,000 (b) Type of service (c) Compensation
NONE
Total number of others receiving over $50,000 for professional services.............right arrow0
Part VIII-A
Summary of Direct Charitable Activities
List the foundation’s four largest direct charitable activities during the tax year. Include relevant statistical information such as the number of organizations and other beneficiaries served, conferences convened, research papers produced, etc. Expenses
1  
2  
3  
4  
Part VIII-B
Summary of Program-Related Investments (see instructions)
Describe the two largest program-related investments made by the foundation during the tax year on lines 1 and 2. Amount
1  
2  
All other program-related investments. See instructions.
3  
Total. Add lines 1 through 3.........................right arrow  
Form 990-PF (2023)
Form 990-PF (2023)
Page 8
Part IX
Minimum Investment Return (All domestic foundations must complete this part. Foreign foundations, see instructions.)
1
Fair market value of assets not used (or held for use) directly in carrying out charitable, etc.,
purposes:
a
Average monthly fair market value of securities...................
1a
14,439,159
b
Average of monthly cash balances.......................
1b
221,299
c
Fair market value of all other assets (see instructions)................
1c
16,253
d
Total (add lines 1a, b, and c).........................
1d
14,676,711
e
Reduction claimed for blockage or other factors reported on lines 1a and
1c (attach detailed explanation) .............
1e
0
2
Acquisition indebtedness applicable to line 1 assets..................
2
 
3
Subtract line 2 from line 1d.........................
3
14,676,711
4
Cash deemed held for charitable activities. Enter 1.5% (0.015) of line 3 (for greater amount, see
instructions) .............................
4
220,151
5
Net value of noncharitable-use assets. Subtract line 4 from line 3. ............
5
14,456,560
6
Minimum investment return. Enter 5% (0.05) of line 5................
6
722,828
Part X
Distributable Amount (see instructions) (Section 4942(j)(3) and (j)(5) private operating foundations and certain foreign organizations check here right arrow and do not complete this part.)
1
Minimum investment return from Part IX, line 6..................
1
722,828
2a
Tax on investment income for 2022 from Part V, line 5.......
2a
10,194
b
Income tax for 2022. (This does not include the tax from Part V.) ...
2b
 
c
Add lines 2a and 2b............................
2c
10,194
3
Distributable amount before adjustments. Subtract line 2c from line 1............
3
712,634
4
Recoveries of amounts treated as qualifying distributions................
4
 
5
Add lines 3 and 4............................
5
712,634
6
Deduction from distributable amount (see instructions).................
6
 
7
Distributable amount as adjusted. Subtract line 6 from line 5. Enter here and on Part XII, line 1 ...
7
712,634
Part XI
Qualifying Distributions (see instructions)
1
Amounts paid (including administrative expenses) to accomplish charitable, etc., purposes:
a
Expenses, contributions, gifts, etc.—total from Part I, column (d), line 26 ..........
1a
1,578,415
b
Program-related investments—total from Part VIII-B..................
1b
 
2
Amounts paid to acquire assets used (or held for use) directly in carrying out charitable, etc.,
purposes...............................
2
 
3
Amounts set aside for specific charitable projects that satisfy the:
a
Suitability test (prior IRS approval required)....................
3a
 
b
Cash distribution test (attach the required schedule) .................
3b
 
4
Qualifying distributions. Add lines 1a through 3b. Enter here and on Part XII, line 4. .......
4
1,578,415
Form 990-PF (2023)
Form 990-PF (2023)
Page 9
Part XII
Undistributed Income (see instructions)
(a)
Corpus 		(b)
Years prior to 2022 		(c)
2022 		(d)
2023
1 Distributable amount for 2023 from Part X, line 7 712,634
2 Undistributed income, if any, as of the end of 2022:
a Enter amount for 2022 only.......  
b Total for prior years:20 , 20, 20  
3 Excess distributions carryover, if any, to 2022:
a From 2018...... 409,884
b From 2019...... 1,253,612
c From 2020...... 1,689,870
d From 2021...... 2,250,081
e From 2022...... 1,547,337
f Total of lines 3a through e ........ 7,150,784
4Qualifying distributions for 2023 from Part
XI, line 4: right arrow$ 1,578,415
a Applied to 2022, but not more than line 2a  
b Applied to undistributed income of prior years
(Election required—see instructions)..... 		 
c Treated as distributions out of corpus (Election
required—see instructions)........ 		0
d Applied to 2023 distributable amount..... 712,634
e Remaining amount distributed out of corpus 865,781
5 Excess distributions carryover applied to 2023.    
(If an amount appears in column (d), the
same amount must be shown in column (a).)
6Enter the net total of each column as
indicated below:
a Corpus. Add lines 3f, 4c, and 4e. Subtract line 5 8,016,565
b Prior years’ undistributed income. Subtract
line 4b from line 2b .......... 		0
c Enter the amount of prior years’ undistributed
income for which a notice of deficiency has
been issued, or on which the section 4942(a)
tax has been previously assessed...... 		 
d Subtract line 6c from line 6b. Taxable amount
—see instructions ........... 		0
e Undistributed income for 2022. Subtract line
4a from line 2a. Taxable amount—see
instructions ............. 		0
f Undistributed income for 2023. Subtract
lines 4d and 5 from line 1. This amount must
be distributed in 2024 .......... 		0
7 Amounts treated as distributions out of
corpus to satisfy requirements imposed by
section 170(b)(1)(F) or 4942(g)(3) (Election may
be required - see instructions) ....... 		 
8 Excess distributions carryover from 2018 not
applied on line 5 or line 7 (see instructions) ... 		409,884
9 Excess distributions carryover to 2024.
Subtract lines 7 and 8 from line 6a ...... 		7,606,681
10 Analysis of line 9:
a Excess from 2019.... 1,253,612
b Excess from 2020.... 1,689,870
c Excess from 2021.... 2,250,081
d Excess from 2022.... 1,547,337
e Excess from 2023.... 865,781
Form 990-PF (2023)
Form 990-PF (2023)
Page 10
Part XIII
Private Operating Foundations (see instructions and Part VI-A, question 9)
1a If the foundation has received a ruling or determination letter that it is a private operating
foundation, and the ruling is effective for 2023, enter the date of the ruling ...... right arrow
 
b Check box to indicate whether the organization is a private operating foundation described in section or
2a Enter the lesser of the adjusted net
income from Part I or the minimum
investment return from Part IX for each
year listed .......... 		Tax year Prior 3 years (e) Total
(a) 2023 (b) 2022 (c) 2021 (d) 2020
         
b 85% (0.85) of line 2a .........          
c Qualifying distributions from Part XI,
line 4 for each year listed ..... 		         
d Amounts included in line 2c not used directly
for active conduct of exempt activities .......... 		         
e Qualifying distributions made directly
for active conduct of exempt activities.
Subtract line 2d from line 2c .... 		         
3 Complete 3a, b, or c for the
alternative test relied upon:
a “Assets" alternative test—enter:
(1) Value of all assets ......          
(2) Value of assets qualifying
under section 4942(j)(3)(B)(i)		          
b “Endowment" alternative test— enter 2/3
of minimum investment return shown in
Part IX, line 6 for each year listed .. 		         
c “Support" alternative test—enter:
(1) Total support other than gross
investment income (interest,
dividends, rents, payments
on securities loans (section
512(a)(5)), or royalties) .... 		         
(2) Support from general public
and 5 or more exempt
organizations as provided in
section 4942(j)(3)(B)(iii).... 		         
(3) Largest amount of support
from an exempt organization		          
(4) Gross investment income          
Part XIV
Supplementary Information (Complete this part only if the foundation had $5,000 or more in
assets at any time during the year—see instructions.)
1Information Regarding Foundation Managers:
aList any managers of the foundation who have contributed more than 2% of the total contributions received by the foundation
before the close of any tax year (but only if they have contributed more than $5,000). (See section 507(d)(2).)
Richard C Crossed
bList any managers of the foundation who own 10% or more of the stock of a corporation (or an equally large portion of the
ownership of a partnership or other entity) of which the foundation has a 10% or greater interest.
2Information Regarding Contribution, Grant, Gift, Loan, Scholarship, etc., Programs:
Check here right arrow
aThe name, address, and telephone number or e-mail address of the person to whom applications should be addressed:
Carrie Perham
1545 East Avenue
Rochester,NY14610
(585) 730-7808
bThe form in which applications should be submitted and information and materials they should include:
written dexcription of activities and how they support a consistent life ethic, along with a verification of the grantee's 501(c)3 public charity status.
cAny submission deadlines:
none
dAny restrictions or limitations on awards, such as by geographical areas, charitable fields, kinds of institutions, or other
factors:
US-based public charities
Form 990-PF (2023)
Form 990-PF (2023)
Page 11
Part XIV
Supplementary Information (continued)
3 Grants and Contributions Paid During the Year or Approved for Future Payment
Recipient If recipient is an individual,
show any relationship to
any foundation manager
or substantial contributor
 Foundation
status of
recipient 		Purpose of grant or
contribution 		Amount
Name and address (home or business)
aPaid during the year

1816 Farmington Quaker Meetinghouse

230 Sheldon Road
Farmington,NY14425 		  public historical preservation 0

Abigail Adams Institute

14 Arrow Street G10
Cambridge,MA02138 		  public pro-life public education 131,375

Achievability

5901 Market Street 210
Philadelphia,PA19139 		  public child welfare 0

ActBlue Death Penalty

P O Box 89
Ghent,NY12075 		  public pro-life public education 0

Adams Historical Society

92 Park Street
Adams,MA01220 		  public historical preservation 300

Aenon Missionary Baptist Church

175 Genesee Street
Rochester,NY14611 		  public pro-life public education 0

Am I Not a Child

10437 Ridge Road
Medina,NY14103 		  public pro-life public education 0

Americans United for Life

1150 Connecticut Ave NW
Washington,DC20036 		  public pro-life public education 220,000

And Then There Were None

P O Box 2571
Round Rock,TX78680 		  public pro-life public education 0

Angels of Mercy

692 Winton Road North
Rochester,NY14609 		  public pro-life public education 750

Anglicans for Life

80 Leetsdale Indl Drive Suite 301
Leetsdale,PA15056 		  public pro-life public education 0

Antioch Baptist Church

304 Joseph Avenue
Rochester,NY14605 		  public pro-life public education 0

Apostolate for Family Conservation

3375 County Road 36
Bloomingdale,OH43910 		  public pro-life public education 0

Apple Valley Waldorph School

130 Eugene Street
Lander,WY82520 		  public pro-life public education 0

ArchDiocese of San Francisco

One Peter Yorke Way
San Francisco,CA94109 		  public pro-life public education 0

Autism Up Challenge

50 Science Parkway
Rochester,NY14620 		  public child welfare 0

Beacon of Light Pregnancy Support Center

388 Blooming Grove Tpke Suite 100
New Windsor,NY12553 		  public pregnancy support 0

Bellarmine Students for Life

2001 Newburg Road
Louisville,KY40205 		  public pro-life public education 0

Bethany House

1111 Joseph Avenue
Rochester,NY14621 		  public child welfare 0

Bethesda Project

1630 Soouth Street
Philadelphia,PA19146 		  public general fund 2,500

Beyond the Sanctuary

P O Box 18146
Rochester,NY14618 		  public pro-life public education 10,000

Blessed Sacrament Church

534 Oxford Street
Rochester,NY14607 		  public pro-life education 300

Breast Cancer Institute

531 US Hwy 22 East Suite 170
Whitehouse Station,NJ08889 		  public pro-life public education 0

Brightstar Community Recovery Center

244 South Plymouth Ave
Rochester,NY14608 		  public pro-life public education 6,000

Camp Erma

470 Seashore Road
Cape May,NJ08204 		  public Christian camp 1,000

Caring Choices Pregnancy Center

P O Box 24871
Rochester,NY14624 		  public pregnancy support 9,500

Casa Maria US

P O Box 05206
Milwaukee,WI53205 		  public pro-life public education 0

Catholic Charities

1150 Buffalo Road
Rochester,NY14624 		  public relief 0

Catholic Charities of Livingston and Steuben

23 Liberty Street
Bath,NY14810 		  public relief 0

Catholic Family center

79 North Clinton Ave
Rochester,NY14604 		  public relief 0

Center for Bioethical Reform

P O Box 219
Lake Forest,CA92609 		  public Life research 0

Center for Bioethics and Culture

3380 Vincent Road STE HUB
Pleasant Hill,CA94523 		  public Life research 0

Center for Family and Human Rights

757 Third Avenue Suite 2119
New York,NY10017 		  public Pro-life education 0

Catholic Ministries Appeal

1150 Buffalo Road
Rochester,NY14624 		  public pro-life public education 0

Central Church of Christ

101 South Plymouth Ave
Rochester,NY14608 		  public pro-life public education 0

Chai Lifeline

151 West 30th Street
New York,NY10001 		  public pro-life public education 500

Challenge Aspen

P O Box 6639
Snowmass Village,CO81615 		  public relief 0

Charity Water

P O Box 5026
Hagerstown,MD21741 		  public relief 0

Charles Finney School

2070 Five Mile Line Road
Rochester,NY14526 		  public pro-life public education 10,000

Charlotte Lozier Institute

2800 Shirlington Rd Suite 1200
Arlington,VA22206 		  public pro-life public education 4,000

Chesterton Academy of Rochester

P O Box 551
Webster,NY14580 		  public pro-life public education 3,000

Children Awaiting Parents

176 Anderson Ave Suite F202
Rochester,NY14607 		  public adoption assistance 10,000

Children First Foundation

1648 S 16th Street
Phoenix,AZ85034 		  public pro-life public education 0

Christian Defense Coalition

400 N Capitol St NW Suite 650
Washington,DC20001 		  public pro-life public education 0

Christian Peacemakers Teams

Box 6508
Chicago,IL60680 		  public pro-life public education 0

Church of Love Center

700 Exchange Street
Rochester,NY14608 		  public pro-life public education 0

Chrysalis House

1589 Hill Rise Drive
Lexington,KY40504 		  public transitional housing 500

CompassCare Pregnancy Services

2024 West Henrietta Road Suite 6D
Rochester,NY14623 		  public pro-life public education 7,100

Consistent Life Network

P O Box 9295
Silver Spring,MD20916 		  public pro-life public education 500

Created Equal

P O Box 360502
Columbus,OH43236 		  public pro-life public education 2,000

Cross Catholic Outreach

P O Box 273908
Boca Raton,FL33427 		  public pro-life public education 0

Crossroads Church

1574 Rochester Street
Lima,NY14485 		  public pro-life public education 500

Crossroads of Caring

1245 Culver Road
Rochester,NY14609 		  public pro-life public education 500

Damascus Catholic Mission

7550 Ramey Road
Centerburg,OH43011 		  public pro-life public education 0

Death Penalty Action

P O Box 89
Ghent,NY12075 		  public pro-life public education 1,000

Des Moines Catholic Worker

P O Box 4551
Des Moines,IA50305 		  public relief 0

Democrats for Life Education Fund

10521 Judicial Drive Unit 200
Fairfax,VA22030 		  public pro-life public education 0

DFLA Educational Fund

10521 Judicial Drive Unit 200
Fairfax,VA22030 		  public pro-life public education 2,000

Douglas Leadership Institute

P O Box 87613
Montgomery Village,MD20886 		  public pro-life public education 0

Dream On 3

1523 Elizabeth Ave Suite 300
Charlotte,NC28204 		  public pro-life public education 0

Education for Success Foundation

4 Lake View Park
Rochester,NY14613 		  public pro-life public education 8,000

Elliot Institute

P O Box 194
St Peters,MO63376 		  public Pro-Life research 0

Equicenter

3247 Rush Mendon Road
Honeoye Falls,NY14472 		  public child welfare 20,000

Ethics and Public Policy Center

Washington
Washington,DC20200 		  public pro-life public education 0

Family Hope Center

P O Box 733
Geneva,NY14456 		  public public assistance 100

Feminists Choosing Life of NY

1545 East Ave
Rochester,NY14610 		  public pro-life public education 133,500

Feminists for Life of America

P O Box 151567
Alexandria,VA22315 		  public pro-life public education 500

Focus Missionary

P O Box 17408
Denver,CO80217 		  public internship 1,000

Focus Pregnancy Help Center

P O Box 25513
Rochester,NY14625 		  public pregnancy support 1,000

Franciscan University of Steubenville

1235 University Blvd
Steubenville,OH43952 		  public pro-life public education 1,000

Frederick Douglas Foundation of NY

10437 Ridge Road
Medina,NY14103 		  public pro-life public education 0

Genesee Country Village and Museum

1410 Flint Hill Road
Mumford,NY14511 		  public life values education 0

Gerhardt Neighborhood Outreach

8901 North Goodman Street
Rochester,NY14609 		  public pregnancy assistance 0

Give Send Go

Boston
Boston,MA02400 		  public disaster relief 0

Global Centurion

5311 Tractor Lane
Fairfax,VA22030 		  public pro-life public education 50,000

Global Life and Family Mission

6001 East Royalton Rd Suite 200
Cleveland,OH44147 		  public ifetime assistance 0

Go Ministries

2238 Clifford Avenue
Rochester,NY14609 		  public pro-life public education 0

Gratia Plana Institute

8914 Lonstreet Drive
Manassas,VA20110 		  public lifetime assistance 3,000

Hancock Shaker Village MA

1843 W Housatonic Street
Pittsfield,MA01201 		  public traditional values education 0

Harriet Tubman Museum

632 Lafayette St
Cape May,NJ08204 		  public pro-life public education 0

Harvest House of South Buffalo

175 Jefferson Avenue
Buffalo,NY14210 		  public public assistance 100

Highview Baptist Church

7711 Fegenbush Lane
Louisville,KY40228 		  public pro-life public education 0

Historic Brighton

P O Box 18525
Rochester,NY14618 		  public historic preservation 0

Holy Apostles Parish

7 Austin Street
Rochester,NY14606 		  public pro-life public education 5,000

Holy Family Communications

6325 Sheridan Drive
Williamsville,NY14221 		  public pro-life public education 2,000

Hosparus Health Development

6200 Dutchmens Lane
Louisville,KY40205 		  public hospice care 0

Hope Hall School

1612 Buffalo Road
Rochester,NY14624 		  public pro-life public education 2,550

House of Mercy

285 Ormond Street
Rochester,NY14605 		  public indigent care 100,000

Human Life Review

271 Madison Avenue Rm 1005
New York,NY10016 		  public pro-life public education 5,000

Intercollegiate Studies Institute

3901 Centreville Road
Wilmington,DE19807 		  public public education 0

Judicial Process Commission

200 West Avenue 2nd Floor
Rochester,NY14611 		  public pro-life public education and assistance 0

Kelly Anne Dolan Memorial Fund

580 Virginia Drive 110
Fort Washington,PA19034 		  ublic pro-life public education 0

Kentucky Right to Life

161 St Matthews Avenue
Louisville,KY40207 		  public pro-life public education 0

KLOVE Radio Station

P O Box 2098
Omaha,NE68103 		  public pro-life public education 90

Kids Smiles

219B Chester Pike
Norwood,PA19074 		  public public assistance 5,000

Life Issues Institute

P O Box 785
Florence,KY41022 		  public pro-life public education 0

Life Legal Defense Foundation

P O Box 2105
Napa,CA94558 		  public pro-life public education 0

Life News

P O Box 270841
Fort Collins,CO80527 		  public pro-life public education 0

Life Site Network

4 Family Life Lane
Front Royal,VA22630 		  public pro-life public education 0

Lifetime Assistance Foundation

425 Paul Road
Rochester,NY14624 		  public ligetie assistance 0

Light of the World

200 Child Street
Rochester,NY14611 		  public pro-life public education 0

Live Action

2200 Wilson Blvd Suite 102 PMB111
Arlington,VA22201 		  public pro-life public education 0

MCC Foundation

1000 East Henrietta Road
Rochester,NY14623 		  public pro-life public education 0

M K Gandhi Institute for NonViolence

929 South Plymouth Ave
Rochester,NY14608 		  public pro-life public education 0

Massachusetts Citizens for Life

529 Main Street
Boston,MA02129 		  public pro-life public education 500

Mass Resistance

P O Box 1612
Waltham,MA02454 		  public pro-life public education 0

McQuaid Jesuit School

1800 South Clinton Avenue
Rochester,NY14618 		  public pro-life public education 0

Memorial Art Gallery

500 University Ave
Rochester,NY14607 		  public traditional values education 0

My Choice Pregnancy Center

388 Blooming Grove Tpke
New Windsor,NY12553 		  public pregnancy support 0

National Alliance on Mental Illness

P O Box 49104
Baltimore,MD21297 		  public relief and research 0

National Susan B Anthony House

17 Madison Street
Rochester,NY14608 		  public historical preservation 0

National Womens Hall of Fame

One Canal Street
Seneca Falls,NY13148 		  public pro-life public education 0

National Womens History Museum

205 S Whiting Street Suite 401
Alexandria,VA22304 		  public traditional values education 0

Nativity Preparatory Academy

15 Whalin Street
Rochester,NY14620 		  public pro-life public education 2,000

NPH Nuestros Paquaenos Hermanos US

265 Willard Street Third Floor
Quincy,MA02169 		  public pro-life public education 0

New Directions Pregnancy Center

25 First Street
Pittsfield,MA01201 		  public pregnancy assistance 300

New Wave Feminists

1121 Wildwood Lane
Richardson,TX75080 		  public pro-life public education 0

New York Right to Life

41 State Street Suite M102
Albany,NY12207 		  public pro-life public education 0

New Yorkers Family Research Foundation

P O Box 131
Spencerport,NY14559 		  public pro-life public education 5,000

Newman Community Interfaith Chapel

1045 Joseph C Wilson Blvd
Rochester,NY14627 		  public pro-life public education 0

North Adams Chapter Citizens for Life

529 Main Street Suite 205
Boston,MA02129 		  public pro-life public education 0

Northern Childrens Services

5301 Ridge Avenue
Philadelphia,PA19128 		  public child welfare 0

Notre Dame Retreat House

5151 Foster Road
Canandaigua,NY14424 		  public pro-life public education 0

Our Lady of Martyrs Shrine

136 Shrine Road 2
Fultonville,NY12072 		  public pro-life public education 0

Our Lady of Mercy High School

1437 Blossom Road
Rochester,NY14610 		  public pro-life public education 8,880

Pastor Aligned Comm

Rochester
Rochester,NY14609 		  public pro-life public education` 0

Pax Christi USA

415 Michigan Ave NE 2440
Washington,DC20017 		  public pro-life public education 0

Presbyterians Protecting Life

P O Box 5239
Lancaster,PA17606 		  public pro-life public education 0

Progressive AntiAbortion Uprising

1730 P Street NW
Washington,DC20036 		  public pro-life public education 40,000

Pro-Life Action League

314 North Lake Street Suite 4
Aurora,IL60506 		  public pro-life public education 10,000

Pro-Life San Francisco

821 Geary Street 4
San Francisco,CA94109 		  public pro-life public education 0

Quest for Life

P O Box 311
Spencerport,NY14559 		  public pro-life public education 0

Rochester Area Community Foundation

500 East Avenue
Rochester,NY14607 		  public pro-life public education 0

Ravens Respect for Life

Benedictine College 1020 N 2nd St
Atchison,KS66002 		  public pro-life public education 0

Rehumanize International

309 Smithfield Street Suite 210
Pittsburgh,PA15222 		  public pro-life public education 51,500

Reprotection

P O Box 11356
Louisville,KY40251 		  public pro-life public education 10,500

Roberts Wesleyan College

2301 Westside Drive
Rochester,NY14624 		  public pro-life public education 0

Rochester Area Right to Life

675 Ling Road
Rochester,NY14612 		  public pro-life public education 100

ROC Love Will End Abortion

P O Box 319
Hamlin,NY14464 		  public pro-life public education 0

Rochester Regional Health

330 Monroe Ave Suite 400
Rochester,NY14607 		  public pro-life public education 0

Room in the Inn

P O Box 1450
Berea,KY40403 		  public public assistance 200

SE Area Coalition Rochester FLIP

1255 University Avenue
Rochester,NY14607 		  public pro-life public education 37

Secular Pro-Life

3745 27th Ave SW
Naples,FL34117 		  public pro-life public education 0

Seneca Falls Museum Womens Rights

89 Fall Street
Seneca Falls,NY13148 		  public pro-life public education 100

Sidewalk Advocates for Life

906 West McDermott Drive
Allen,TX75013 		  public pro-life public education 10,000

Sisters for Life

1143 South 6th Street
Louisville,KY40203 		  public pro-life public education 1,000

St Bernard School of Theology and Ministry

120 French Road
Rochester,NY14618 		  public pro-life public education 6,000

St Bonaventure University

P O Box 2519
St Bonaventure,NY14778 		  public pro-life public education 0

St Brigid's Parish

Street
Wadsworth,IL60083 		  public pro-life ministry 300

St Charles Borromeo Seminary

P O Box 95000
Philadelphia,PA19195 		  public pro-life public education 1,000

St Gregory the Great Catholic Church

200 St Gregory Court
Williamsville,NY14221 		  public pro-life public education 0

St John Bosco School

501 Garfield Street
East Rochester,NY14445 		  public pro-life public education 5,000

St Joseph's Church

43 Gebhardt Road
Penfield,NY14526 		  public pro-life public education 0

St Josephs House for Women

417 South Avenue
Rochester,NY14620 		  public care for women 500

St Jude's Childrenss Research Hospital

501 St Judes Place
Memphis,TN38105 		  public children's welfare 0

St Louis Church and Saints Place

64 South Main Street
Pittsford,NY14534 		  public pro-life public education 0

St Patrick's School

14 East 51st Street
New York,NY10022 		  public pro-life public education 500

St Rose Church

96 Prospect Street
Avon,NY14414 		  public pro-life public education 250

Station of the Cross Catholic Media Center

6325 Sheridan Drive
Williamsville,NY14221 		  public pro-life public education 8,000

Students for Life of America

1000 Winchester Street Suite 301
Fredericksburg,VA22401 		  public pro-life public education 100,000

Suncoast Hospice Foundation

5771 Roosevelt Blvd
Clearwater,FL33760 		  public hospice care 0

Susan B Anthony Birthplace

67 East Road
Adams,MA01220 		  public capital improvement 8,783

S B Anthony List Educational Fund

2800 Shirlington Rd Suite 1200
Arlington,VA22206 		  public pro-life public education 0

Tampa Bay Presbyterian Church

19911 Bruce Downs Blvd
Tampa,FL33647 		  public pro-life public education 2,000

The Beckett Fund

1919 Pennsylvania Ave NW
Washington,DC20006 		  public pro-life public education and assistance 10,000

The Bridge to Life Inc

14-02 124th Street
College Point,NY11356 		  public pro-life public education 0

The Childrens Agenda

1 South Washington Street 120
Rochester,NY14614 		  public pro-life public education 0

The Landmark Society of Western NY

5 Castle Park
Rochester,NY14620 		  public historical preservation 0

The Little Way

515 West Oak Street
Louisville,KY40203 		  public pro-life public education 5,000

The Margaret Home

P O Box 214
East Rochester,NY14445 		  public relief and assistance 15,000

The Thomas More Society

309 West Washington Street Suite 12
Chicago,IL60606 		  public pro-life public education 500,000

The Union League Foundation

140 South Broad Street
Philadelphia,PA19102 		  public pro-life public education 0

Vegans for PreBorn Rights

1820 E Thomas Street Apt 6
Seattle,WA98112 		  public pro-life public education 1,000

Villa Maria College

240 Pine Ridge Road
Buffalo,NY14225 		  public pro-life public education 0

Villa of Hope

3300 Dewey Avenue
Rochester,NY14616 		  public care for women 10,000

Visually Impaired PreSchool

1906 Goldsmith Lane
Louisville,KY40218 		  public pro-life public education 0

Water with Blessings

1902 Campus Place Suite 11
Louisville,KY40299 		  public relief 3,000

We Teach Think

P O Box 80215
Lincoln,NE68501 		  public pro-life public education 0

What's Next

P O Box 18727
Rochester,NY14618 		  public pro-life public education 0

Williamson Pultneyville Historical Society

4130 Mill Street
Williamson,NY14589 		  public traditional values education 0

Womens Care Center

3252 Lake Avenue
Rochester,NY14612 		  public pregnancy assistance 0

World Beyond War

513 East Main Street 1484
Charlottesville,VA22902 		  public pro-life public education 0

Worth More National

340 Montgomery Street
Syracuse,NY13202 		  public pro-life public education 800

YMCA of Central NY

340 Montgomery Street
Syracuse,NY13202 		  public traditional valued education 0
Total .................................right arrow 3a 1,578,415
bApproved for future payment
Total ................................. right arrow 3b  
Form 990-PF (2023)
Form 990-PF (2023)
Page 12
Part XV-A
Analysis of Income-Producing Activities
Enter gross amounts unless otherwise indicated. Unrelated business income Excluded by section 512, 513, or 514 (e)
Related or exempt
function income
(See instructions.)
1Program service revenue: (a)
Business code 		(b)
Amount 		(c)
Exclusion code 		(d)
Amount
a
b
c
d
e
f
gFees and contracts from government agencies          
2 Membership dues and assessments ....          
3 Interest on savings and temporary cash
investments ........... 		    14 0  
4 Dividends and interest from securities ....     30 302,930  
5 Net rental income or (loss) from real estate:
aDebt-financed property......          
bNot debt-financed property.....          
6 Net rental income or (loss) from personal property          
7 Other investment income .....          
8 Gain or (loss) from sales of assets other than
inventory ............ 		         
9 Net income or (loss) from special events:          
10 Gross profit or (loss) from sales of inventory          
11 Other revenue: a
b
c
d
e
12 Subtotal. Add columns (b), (d), and (e) ..   302,930  
13Total. Add line 12, columns (b), (d), and (e)..................
13
302,930
(See worksheet in line 13 instructions to verify calculations.)
Part XV-B
Relationship of Activities to the Accomplishment of Exempt Purposes
Line No.
DownArrow 		Explain below how each activity for which income is reported in column (e) of Part XV-A contributed importantly to
the accomplishment of the foundation’s exempt purposes (other than by providing funds for such purposes). (See
instructions.)
Form 990-PF (2023)
Form 990-PF (2023)
Page 13
Part XVI
Information Regarding Transfers To and Transactions and Relationships With Noncharitable Exempt Organizations
1
Did the organization directly or indirectly engage in any of the following with any other organization described in section 501(c) (other than section 501(c)(3) organizations) or in section 527, relating to political organizations?
Yes
No
a
Transfers from the reporting foundation to a noncharitable exempt organization of:
(1) Cash...................................
1a(1)
 
No
(2) Other assets.................................
1a(2)
 
No
b
Other transactions:
(1) Sales of assets to a noncharitable exempt organization....................
1b(1)
 
No
(2) Purchases of assets from a noncharitable exempt organization..................
1b(2)
 
No
(3) Rental of facilities, equipment, or other assets.......................
1b(3)
 
No
(4) Reimbursement arrangements...........................
1b(4)
 
No
(5) Loans or loan guarantees.............................
1b(5)
 
No
(6) Performance of services or membership or fundraising solicitations................
1b(6)
 
No
c
Sharing of facilities, equipment, mailing lists, other assets, or paid employees..............
1c
 
No
d
If the answer to any of the above is "Yes," complete the following schedule. Column (b) should always show the fair market value
of the goods, other assets, or services given by the reporting foundation. If the foundation received less than fair market value
in any transaction or sharing arrangement, show in column (d) the value of the goods, other assets, or services received.
(a) Line No. (b) Amount involved (c) Name of noncharitable exempt organization (d) Description of transfers, transactions, and sharing arrangements
2a
Is the foundation directly or indirectly affiliated with, or related to, one or more tax-exempt organizations
described in section 501(c) (other than section 501(c)(3)) or in section 527? ...........
b
If "Yes," complete the following schedule.

(a) Name of organization (b) Type of organization (c) Description of relationship
Sign Here
Under penalties of perjury, I declare that I have examined this return, including accompanying schedules and statements, and to the best of my knowledge and belief, it is true, correct, and complete. Declaration of preparer (other than taxpayer) is based on all information of which preparer has any knowledge.
right arrow right arrow
May the IRS discuss this return
with the preparer shown below?
See instructions.
Signature of officer or trustee Date Title
Paid Preparer Use Only Print/Type preparer's name Preparer's Signature Date Check if self-
employed right arrow		 PTIN
Firm's name SmallBullet
 Firm's EIN SmallBullet
Firm's address SmallBullet


 Phone no.
Form 990-PF (2023)
Additional Data


Software ID:  
Software Version:  
Part VI Line 7 -Original Return Overpayment: -21,785


Form 990PF - Special Condition Description:
Special Condition Description
Schedule B
(Form 990)
Department of the Treasury
Internal Revenue Service
Schedule of Contributors

Arrow Bullet Attach to Form 990, 990-EZ, or 990-PF.
Arrow Bullet Go to www.irs.gov/Form990 for the latest information.
OMB No. 1545-0047
2023
Name of the organization
The Charles and Mary Crossed Foundation
 
Employer identification number

16-1440339
Organization type (check one):
Filers of:
Section:
Form 990 or 990-EZ






Form 990-PF




Check if your organization is covered by the General Rule or a Special Rule.  
Note: Only a section 501(c)(7), (8), or (10) organization can check boxes for both the General Rule and a Special Rule. See instructions.
General Rule
Special Rules
......... Arrow Bullet $  
Caution: An organization that isn't covered by the General Rule and/or the Special Rules doesn't file Schedule B (Form 990,
990-EZ, or 990-PF), but it must answer “No” on Part IV, line 2, of its Form 990; or check the box on line H of its Form 990-EZ
or on its Form 990PF, Part I, line 2, to certify that it doesn't meet the filing requirements of Schedule B (Form 990,
990-EZ, or 990-PF).
For Paperwork Reduction Act Notice, see the Instructions
for Form 990, 990-EZ, or 990-PF.
Cat. No. 30613XSchedule B (Form 990) (2023)
Schedule B (Form 990) (2023) Page 2
Name of organization
The Charles and Mary Crossed Foundation
  		Employer identification number
16-1440339
Part I
Contributors
Contributors (see instructions). Use duplicate copies of Part I if additional space is needed.
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Total contributions		 (d)
Type of contribution
1
Richard and Carol Crossed
1675 Clover Street
 
Rochester, NY14618

$ 29,479


(Complete Part II for noncash contributions.)
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Total contributions		 (d)
Type of contribution
 
 
 
 

$  


(Complete Part II for noncash contributions.)
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Total contributions		 (d)
Type of contribution
 
 
 
 

$  


(Complete Part II for noncash contributions.)
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Total contributions		 (d)
Type of contribution
 
 
 
 

$  


(Complete Part II for noncash contributions.)
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Total contributions		 (d)
Type of contribution
 
 
 
 

$  


(Complete Part II for noncash contributions.)
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Total contributions		 (d)
Type of contribution
 
 
 
 

$  


(Complete Part II for noncash contributions.)
Schedule B (Form 990) (2023)
Schedule B (Form 990) (2023)
Page 3
Name of organization
The Charles and Mary Crossed Foundation
  		Employer identification number

16-1440339
Part II
Noncash Property (see instructions). Use duplicate copies of Part II if additional space is needed.
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
1
 935 shares Microsoft Corp $ 351,597 2023-12-20
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
 
$    
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
 
$    
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
 
$    
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
 
$    
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
 
$    
Schedule B (Form 990) (2023)
Schedule B (Form 990) (2023)
Page 4
Name of organization
The Charles and Mary Crossed Foundation
  		Employer identification number

16-1440339
Part III
Exclusively religious, charitable, etc., contributions to organizations described in section 501(c)(7), (8), or (10) that total more than $1,000 for the year from any one contributor. Complete columns (a) through (e) and the following line entry. For organizations completing Part III, enter the total of exclusively religious, charitable, etc., contributions of $1,000 or less for the year. (Enter this information once. See instructions.) Arrow Bullet$  
Use duplicate copies of Part III if additional space is needed.
(a)
No. from Part I		 (b) Purpose of gift (c) Use of gift (d) Description of how gift is held
 
(e) Transfer of gift
Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
 
 
     
 
(a)
No. from Part I		 (b) Purpose of gift (c) Use of gift (d) Description of how gift is held
 
(e) Transfer of gift
Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
 
 
     
 
(a)
No. from Part I		 (b) Purpose of gift (c) Use of gift (d) Description of how gift is held
 
(e) Transfer of gift
Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
 
 
     
 
(a)
No. from Part I		 (b) Purpose of gift (c) Use of gift (d) Description of how gift is held
 
(e) Transfer of gift
Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
 
 
     
 
Schedule B (Form 990) (2023)
Additional Data


Software ID:  
Software Version:  

TY 2023 AccountingFeesSchedule
Name:
The Charles and Mary Crossed Foundation
EIN:
16-1440339
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
McDonald CPA Firm consulting, tax prep 5,600      
CPA Payroll Service PR acctg and PR tax prep 844      

TY 2023 InvestmentsCorpStockSchedule
Name:
The Charles and Mary Crossed Foundation
EIN:
16-1440339
Name of Stock End of Year Book Value End of Year Fair Market Value
UBS Business Services 29,479 351,597
UBS Managed Account 1,813,531 2,072,037
Schwab Managed account 3,384,242 7,063,860
Brookfield Corp included in FMV but not in NBV 201,758 0
Schwab ETFs 3,218,365 3,804,145
Schwab Mutual Funds 1,397,431 1,567,471

TY 2023 InvestmentsGovtObligationsSch
Name:
The Charles and Mary Crossed Foundation
EIN:
16-1440339
US Government Securities - End of Year Book Value:

303,434
US Government Securities - End of Year Fair Market Value:

317,933
State & Local Government Securities - End of Year Book Value:


 
State & Local Government Securities - End of Year Fair Market Value:


 


TY 2023 InvestmentsOtherSchedule2
Name:
The Charles and Mary Crossed Foundation
EIN:
16-1440339
Category/ Item Listed at Cost or FMV Book Value End of Year Fair Market Value
Valuation allowance to FMV   4,883,857 0

TY 2023 OtherExpensesSchedule
Name:
The Charles and Mary Crossed Foundation
EIN:
16-1440339
Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
Software subscriptions and office expense 14,421 14,421    
Contract services 3,543 3,543    
Telecom and website 4,980 4,980    
Local transportation 435 435    
Volunteer acknowledgements 129 129    


TY 2023 OtherIncomeSchedule2
Name:
The Charles and Mary Crossed Foundation
EIN:
16-1440339
Description Revenue And Expenses Per Books Net Investment Income Adjusted Net Income
Capital gain net income 678,936 0  
Valuation allowance increase 2,621,002 0  


TY 2023 OtherProfessionalFeesSchedule
Name:
The Charles and Mary Crossed Foundation
EIN:
16-1440339
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
Cobblestone Capital investment advisory 47,606      
ADR fees investment collection 920      
UBS Service fees 25,886      


TY 2023 TaxesSchedule
Name:
The Charles and Mary Crossed Foundation
EIN:
16-1440339
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
Foreign taxes withheld 623 623    
State filing fee 1,750 1,750    
Federal excise tax 29,572 29,572    
Payroll taxes 6,980 6,980