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
2024
Open to Public Inspection
For calendar year 2024, or tax year beginning 01-01-2024 , and ending 12-31-2024
Name of foundation
CROSS CHARITABLE FOUNDATION
ATTN JOHN R CLARK
Number and street (or P.O. box number if mail is not delivered to street address)3805 VALLEY COMMONS DRIVE 7
  Room/suite
City or town, state or province, country, and ZIP or foreign postal code
BOZEMAN, MT59718
A Employer identification number

83-0331707
B Telephone number (see instructions)

(406) 585-3393
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$70,064,593J 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)  
2 Check right arrow.............
3 Interest on savings and temporary cash investments 126,580 126,580 126,580
4 Dividends and interest from securities... 931,330 931,330 931,330
5a Gross rents............ 1,720,000 1,720,000 1,720,000
b Net rental income or (loss) 1,668,561
6a Net gain or (loss) from sale of assets not on line 10 1,204,555
b Gross sales price for all assets on line 6a 7,139,322
7 Capital gain net income (from Part IV, line 2)... 1,204,555
8 Net short-term capital gain......... 5,268
9 Income modifications...........  
10a Gross sales less returns and allowances  
b Less: Cost of goods sold....  
c Gross profit or (loss) (attach schedule).....    
11 Other income (attach schedule)....... Click to see attachment
List of Attached Documents:
// Content
10,154    
12 Total. Add lines 1 through 11........ 3,992,619 3,982,465 2,783,178
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 168,000 42,000   126,000
14 Other employee salaries and wages......        
15 Pension plans, employee benefits.......        
16a Legal fees (attach schedule).........        
b Accounting fees (attach schedule)....... Click to see attachment
List of Attached Documents:
// Content
7,784     7,784
c Other professional fees (attach schedule).... Click to see attachment
List of Attached Documents:
// Content
303,223 303,223    
17 Interest...............        
18 Taxes (attach schedule) (see instructions)... Click to see attachment
List of Attached Documents:
// Content
101,934 21,934    
19 Depreciation (attach schedule) and depletion... Click to see attachment
List of Attached Documents:
// Content
354,845 354,845  
20 Occupancy..............        
21 Travel, conferences, and meetings....... 1,472     1,472
22 Printing and publications..........        
23 Other expenses (attach schedule)....... Click to see list of attachments
List of Attached Documents:
// Content
53,504 51,439   2,065
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 990,762 773,441   137,321
25 Contributions, gifts, grants paid....... 2,572,000 2,572,000
26 Total expenses and disbursements. Add lines 24 and 25 3,562,762 773,441   2,709,321
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements 429,857
b Net investment income (if negative, enter -0-) 3,209,024
c Adjusted net income (if negative, enter -0-)... 2,783,178
For Paperwork Reduction Act Notice, see instructions.
Cat. No. 11289X Form 990-PF (2024)
Form 990-PF (2024)
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.............      
2 Savings and temporary cash investments......... 3,209,150 1,067,235 1,067,235
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).....      
7 Other notes and loans receivable (attach schedule) right arrow  
Less: allowance for doubtful accounts right arrow        
8 Inventories for sale or use..............      
9 Prepaid expenses and deferred charges..........      
10a Investments—U.S. and state government obligations (attach schedule)      
b Investments—corporate stock (attach schedule)....... 37,567,525 43,647,204 43,647,204
c Investments—corporate bonds (attach schedule).......      
11 Investments—land, buildings, and equipment: basis right arrow16,711,234
Less: accumulated depreciation (attach schedule) right arrow3,608,792 13,457,288 Click to see attachment
List of Attached Documents:
// Content
13,102,442 		24,920,000
12 Investments—mortgage loans.............      
13 Investments—other (attach schedule)..........      
14 Land, buildings, and equipment: basis right arrow  
Less: accumulated depreciation (attach schedule) right arrow        
15 Other assets (describe right arrow)   Click to see attachment
List of Attached Documents:
// Content
430,154 		Click to see attachment
List of Attached Documents:
// Content
430,154
16 Total assets (to be completed by all filers—see the
instructions. Also, see page 1, item I) 54,233,963 58,247,035 70,064,593
Liabilities 17 Accounts payable and accrued expenses..........   25,148
18 Grants payable.................    
19 Deferred revenue.................    
20 Loans from officers, directors, trustees, and other disqualified persons    
21 Mortgages and other notes payable (attach schedule)......    
22 Other liabilities (describe right arrow)    
23 Total liabilities (add lines 17 through 22).........   25,148
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........... 54,233,963 58,221,887
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    
29 Total net assets or fund balances (see instructions)..... 54,233,963 58,221,887
30 Total liabilities and net assets/fund balances (see instructions). 54,233,963 58,247,035
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
54,233,963
2
Enter amount from Part I, line 27a .....................
2
429,857
3
Other increases not included in line 2 (itemize) right arrowClick to see attachment
List of Attached Documents:
// Content
3
3,558,067
4
Add lines 1, 2, and 3 ..........................
4
58,221,887
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
58,221,887
Form 990-PF (2024)
Form 990-PF (2024)
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 Baird Acct #3146-4427 Short Term P 2024-01-01 2024-12-31
b Baird Acct #3146-4427 Long Term P 2020-01-01 2024-12-31
c WF Acct #1194 ST Covered P 2024-01-01 2024-12-31
d WF Acct #1194 ST Non Covered P 2024-01-01 2024-12-31
e WF Acct #1194 LT Covered P 2020-01-01 2024-12-31
wf acct #1164-3620 ST Covered P 2024-01-01 2024-12-31
WF Acct #1164-3620 LT Covered P 2020-01-01 2024-12-31
WF Acct #1164-3620 LT Noncovered P 2020-01-01 2024-12-31
WF Acct #2128-5811 LT Covered P 2020-01-01 2024-12-31
CAPITAL GAIN DISTRIBUTIONS P 2020-01-01 2024-12-31
(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 15,501   14,610 891
b 2,053,843   1,672,880 380,963
c 460,910   459,350 1,560
d 125,121   125,121  
e 3,690,770   3,225,769 465,001
62,876   60,059 2,817
439,166   261,296 177,870
160,810   47,990 112,820
81,986   67,692 14,294
48,339     48,339
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       891
b       380,963
c       1,560
d        
e       465,001
      2,817
      177,870
      112,820
      14,294
      48,339
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 1,204,555
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 5,268
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 44,605
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  
3 Add lines 1 and 2........................... 3 44,605
4 Subtitle A (income) tax (domestic section 4947(a)(1) trusts and taxable foundations only. Others enter -0-) 4  
5 Tax based on investment income. Subtract line 4 from line 3. If zero or less, enter -0- ..... 5 44,605
6 Credits/Payments:
a 2024 estimated tax payments and 2023 overpayment credited to 2024 6a 60,430
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.............. 7 60,430
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 15,825
11 Enter the amount of line 10 to be: Credited to 2025 estimated taxright arrow15,825 Refundedright arrow 11  
Form 990-PF (2024)
Form 990-PF (2024)
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 arrowWY
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 2024 or the taxable year beginning in 2024? 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 arrowcrosscharitablefoundation.org
14
The books are in care ofright arrowJOHN CLARK CPA Telephone no.right arrow (406) 585-3393

Located atright arrow3805 VALLEY COMMONS DRIVE 7BOZEMANMT ZIP+4right arrow59718
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 2024, 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 (2024)
Form 990-PF (2024)
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
 
No
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 2024? .............
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 2024, did the foundation have any undistributed income (Part XII, lines 6d
and 6e) for tax year(s) beginning before 2024?....................
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 2024 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 2024.) .....................
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 2024? ..
4b
 
No
Form 990-PF (2024)
Form 990-PF (2024)
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
 
No
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 GONNELLA Secretary
5.00 		42,000    
PO BOX 1226
JACKSON,WY83001
JOHN R CLARK Treasurer
5.00 		42,000    
3805 VALLEY COMMONS DR STE 7
BOZEMAN,MT59718
MARY BETH THOMPSON Vice President
5.00 		42,000    
357 WEST 2600 SOUTH
BOUNTIFUL,UT84010
RYAN KIRKHAM Vice President
5.00 		42,000    
PO BOX 1789
WEST YELLOWSTONE,MT59758
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  
Form 990-PF (2024)
Form 990-PF (2024)
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
WELLS FARGO CLEARING SERVICES LLC INVESTMENT ADVISORY 150,946
2801 MARKET STREET
SAINT LOUIS,MO63103
ROBER W BAIRD & CO INC INVESTMENT ADVISORY 152,277
777 EAST WISCONSIN AVENUE
MILWAUKEE,WI53202
Total number of others receiving over $50,000 for professional services.............right arrow  
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 (2024)
Form 990-PF (2024)
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
43,913,525
b
Average of monthly cash balances.......................
1b
261,844
c
Fair market value of all other assets (see instructions)................
1c
24,920,000
d
Total (add lines 1a, b, and c).........................
1d
69,095,369
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
69,095,369
4
Cash deemed held for charitable activities. Enter 1.5% (0.015) of line 3 (for greater amount, see
instructions) .............................
4
1,036,431
5
Net value of noncharitable-use assets. Subtract line 4 from line 3. ............
5
68,058,938
6
Minimum investment return. Enter 5% (0.05) of line 5................
6
3,402,947
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
3,402,947
2a
Tax on investment income for 2024 from Part V, line 5 .......
2a
44,605
b
Income tax for 2024. (This does not include the tax from Part V.) ...
2b
 
c
Add lines 2a and 2b............................
2c
44,605
3
Distributable amount before adjustments. Subtract line 2c from line 1............
3
3,358,342
4
Recoveries of amounts treated as qualifying distributions................
4
 
5
Add lines 3 and 4............................
5
3,358,342
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
3,358,342
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
2,709,321
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
2,709,321
Form 990-PF (2024)
Form 990-PF (2024)
Page 9
Part XII
Undistributed Income (see instructions)
(a)
Corpus 		(b)
Years prior to 2023 		(c)
2023 		(d)
2024
1 Distributable amount for 2024 from Part X, line 7 3,358,342
2 Undistributed income, if any, as of the end of 2024:
a Enter amount for 2023 only....... 545,619
b Total for prior years:20 , 20, 20  
3 Excess distributions carryover, if any, to 2024:
a From 2019......  
b From 2020......  
c From 2021......  
d From 2022......  
e From 2023......  
f Total of lines 3a through e ........  
4Qualifying distributions for 2024 from Part
XI, line 4: right arrow$ 2,709,321
a Applied to 2023, but not more than line 2a 545,619
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 2024 distributable amount..... 2,163,702
e Remaining amount distributed out of corpus  
5 Excess distributions carryover applied to 2024.    
(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  
b Prior years’ undistributed income. Subtract
line 4b from line 2b .......... 		 
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 ........... 		 
e Undistributed income for 2023. Subtract line
4a from line 2a. Taxable amount—see
instructions ............. 		 
f Undistributed income for 2024. Subtract
lines 4d and 5 from line 1. This amount must
be distributed in 2025 .......... 		1,194,640
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 2019 not
applied on line 5 or line 7 (see instructions) ... 		 
9 Excess distributions carryover to 2025.
Subtract lines 7 and 8 from line 6a ...... 		 
10 Analysis of line 9:
a Excess from 2020....  
b Excess from 2021....  
c Excess from 2022....  
d Excess from 2023....  
e Excess from 2024....  
Form 990-PF (2024)
Form 990-PF (2024)
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 2024, 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) 2024 (b) 2023 (c) 2022 (d) 2021
         
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).)
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 if the foundation only makes contributions to preselected charitable organizations and does not accept
unsolicited requests for funds. If the foundation makes gifts, grants, etc. to individuals or organizations under
other conditions, complete items 2a, b, c, and d. See instructions
aThe name, address, and telephone number or e-mail address of the person to whom applications should be addressed:
CROSS CHARITABLE FOUNDATION
3805 VALLEY COMMONS DRIVE SUITE 7
BOZEMAN,MT59718
(406) 585-3393
crosscharitablefoundation.net
bThe form in which applications should be submitted and information and materials they should include:
SUBMITTED ELECTRONICALLY ONLINE
cAny submission deadlines:
SEPTEMBER 31,
dAny restrictions or limitations on awards, such as by geographical areas, charitable fields, kinds of institutions, or other
factors:
GRANTS ARE FOCUSED IN MONTANA, IDAHO, UTAH, AND WYOMING.
Form 990-PF (2024)
Form 990-PF (2024)
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
OGDEN-WEBER ATC FOUNDATION


2389 WASHINGTON BLVD SUITE 210
OGDEN,UT84201 		NONE PC CONSTRUCTION OF SCHOOL BUILDING 100,000
CLIMB WYOMING


1001 WEST 31ST STREET
CHEYENNE,WY82001 		NONE PC General Fund 35,000
WESTERN WATERSHEDS


PO BOX 1770
HAILEY,ID83333 		NONE PC General Fund 25,000
BIG SKY YOUTH EMPOWERMENT


301 EAST MAIN STREET
BOZEMAN,MT59715 		NONE PC General Fund 30,000
UTAH ANIMAL ADOPTION CENTER


1955 NORTH REDWOOD ROAD
SALT LAKE CITY,UT84116 		NONE PC General Fund 10,000
ANIMAL ADOPTION CENTER


175 NORTH GLENWOOD STREET
JACKSON,WY83001 		NONE PC General Fund 25,000
ABILITY FOUND


5236 S GREENPINE DRIVE
SALT LAKE CITY,UT84123 		NONE PC GENERAL FUND 15,000
JR ACHIEVEMENT OF UTAH


515 E 100 S 200
SALT LAKE CITY,UT84102 		NONE PC GENERAL FUND 10,000
SOUTH VALLEY SANCTUARY


PO BOX 1028
WEST JORDAN,UT84084 		NONE PC GENERAL FUND 20,000
SAE INTERNATIONAL


1200 G ST NW SUITE 800
WASHINGTON DC,DC20005 		NONE PC GENERAL FUND 30,000
HENRY'S FORK FOUNDATION


606 MAIN ST
ASHTON,ID83420 		NONE PF GENERAL FUND 25,000
WEST YELLOWSTONE FOUNDATION


PO BOX 255
WEST YELLOWSTONE,MT59758 		NONE PF GENERAL FUND 30,000
GREATER YELLOWSTONE COALITION


215 S WALLACE
BOZEMAN,MT59715 		NONE PC GENERAL FUND 10,000
BEST FRIENDS ANIMAL SOCIETY


5001 ANGEL CANYON ROAD
KANAB,UT84741 		NONE PC GENERAL FUND 25,000
HEART OF THE VALLEY ANIMAL SHELTER


1549 E CAMERON BRIDGE RD
BOZEMAN,MT59718 		NONE PC GENERAL FUND 25,000
BLACKFOOT CHALLENGE INC


405 MAIN STREET
OVANDO,MT59854 		NONE PC GENERAL FUND 25,000
HUMANE SOCIETY OF UTAH


PO BOX 573659
MURRAY,UT84157 		NONE PC GENERAL FUND 30,000
INTERMOUNTAIN THERAPY ANIMALS


4050 SOUTH 2700 EAST
SALT LAKE CITY,UT84124 		NONE PC GENERAL FUND 25,000
MONTANA CONSERVATION CORPS


206 N GRAND
BOZEMAN,MT59715 		NONE PC GENERAL FUND 30,000
SNAKE RIVER ANIMAL SHELTER


430 PARK AVE
IDAHO FALLS,ID83402 		NONE PC GENERAL FUND 50,000
THRIVE


400 E BABCOCK ST
BOZEMAN,MT59715 		NONE PC GENERAL FUND 30,000
NATIONAL WILDLIFE FEDERATION


PO BOX 1583
MERRIFIELD,VA22116 		NONE PC GENERAL FUND 20,000
FAMILY COUNSELING SERVICE


3518 WASHINGTON BLVD
OGDEN,UT84403 		NONE PC GENRAL FUND 20,000
ALLLIANCE HOUSE


1724 S MAIN ST
SALT LAKE CITY,UT84115 		NONE PC GENERAL FUND 10,000
THE TRUST FOR PUBLIC LAND


111 SOUTH GRAND AVENUE SUITE 203
BOZEMAN,MT59715 		NONE PC GENERAL FUND 50,000
YCC FAMILY CRISIS CENTER


2261 ADAMS AVENUE
OGDEN,UT84401 		NONE PC GENERAL FUND 30,000
TETON REGIONAL LAND TRUST


PO BOX 247
DRIGGS,ID83422 		NONE PC GENERAL FUND 20,000
YELLOWSTONE TO YUKON CONSERV INITIA


PO BOX 157
BOZEMAN,MT59771 		NONE PC GENERAL FUND 20,000
KITSAP HUMANE SOCIETY


9167 DICKEY RD NW
SILVERDALE,WA98383 		NONE PC GENERAL FUND 15,000
AMERICAN PRAIRIE RESERVE


7 E BEALL ST 3100
BOZEMAN,MT59715 		NONE PC GENERAL FUND 50,000
CENTENNIAL VALLEY ASSOCIATION


PO BOX 240077
DELL,MT59724 		NONE PC GENERAL FUND 10,000
EARTHWORKS


350 POLLYWOG LN
BELGRADE,MT59714 		NONE PC GENERAL FUND 25,000
IDAHO ZOOLOGICAL SOCIETY


3101 AVENUE OF THE CHIEFS
POCATELLO,ID83204 		NONE PC GENERAL FUND 15,000
JEFFERSON LAND TRUST


1033 LAWRENCE ST
PORT TOWNSEND,WA98368 		NONE PC GENERAL FUND 50,000
MONTANA FOOD BANK NETWORK INC


5625 EXPRESSWAY
MISSOULA,MT59808 		NONE PC GENERAL FUND 10,000
MOUNTAIN HOME MONTANA


2606 SOUTH AVE W
MISSOULA,MT59804 		NONE PC GENERAL FUND 25,000
MUSEUM OF IDAHO


200 N EASTERN AVE
IDAHO FALLS,ID83402 		NONE PC GENERAL FUND 15,000
NUZZLES CO


6699 N LANDMARK DR 103
PARK CITY,UT84098 		NONE PC GENERAL FUND 35,000
SUMMIT LAND CONSERVANCY


1650 PARK AVE 200
PARK CITY,UT84060 		NONE PC GENERAL FUND 20,000
THE VITAL GROUND FOUNDATION


20 FORT MISSOULA RD
MISSOULA,MT59804 		NONE PC GENERAL FUND 30,000
CENTER VALLEY ANIMAL RESCUE


11900 CENTER ROAD
QUILCENE,WA98376 		NONE PC GENERAL FUND 25,000
EARTHJUSTICE


50 CALIFORNIA STREET SUITE 500
SAN FRANCISCO,CA94111 		NONE PC GENERAL FUND 75,000
GALLATIN VALLEY LAND TRUST


212 S WALLACE 102
BOZEMAN,MT59715 		NONE PC GENERAL FUND 20,000
PAWS OF JACKSON HOLE


320 EAST BROADWAY
JACKSON,WY83002 		NONE PC GENERAL FUND 60,000
PROGRESSIVE ANIMAL WELFARE SOCIETY


PO BOX 1037
LYNNWOOD,WA98046 		NONE PC GENERAL FUND 40,000
UNIVERSITY WOMEN'S FOUNDATION


PO BOX 934
PORT TOWNSEND,WA98368 		NONE PF GENERAL FUND 40,000
WASATCH ADAPTIVE SPORTS


9385 S SNOWBIRD CENTER DRIVE
SNOWBIRD,UT84092 		NONE PC GENERAL FUND 30,000
WYOMING WILDERNESS ASSOCIATION


44 S MAIN ST
SHERIDAN,WY82801 		NONE PC GENERAL FUND 15,000
FAMILY PROMISE OF GALLATIN COUNTY


429 E STORY ST
BOZEMAN,MT59715 		NONE PC GENERAL FUND 35,000
GRAND TETON NATIONAL PARK FOUNDATIO


115 E PEARL AVE 201
JACKSON,WY83001 		NONE PC GENERAL FUND 10,000
SMITHSONIAN INSTITUTION


600 MARYLAND AVE SW
WASHINGTON,DC20002 		NONE PC GENERAL FUND 10,000
LANTERN HOUSE


269 W 33RD ST
OGDEN,UT84401 		NONE PC GENERAL FUND 50,000
MOUNTAIN HUMANE


101 CROY CREEK RD
HAILEY,ID83333 		NONE PC GENERAL FUND 20,000
TRACY AVIARY


589 E 1300 S
SALT LAKE CITY,UT84105 		NONE PC GENERAL FUND 5,000
YOUTH HOMES


PO BOX 7616
MISSOULA,MT59807 		NONE PC GENERAL FUND 7,500
YWCA MISSOULA


1130 W BROADWAY ST
MISSOULA,MT59802 		NONE PC GENERAL FUND 15,000
ADVOCATES FOR SURVIVORS OF DOMESTIC


PO BOX 3216
HAILEY,ID83333 		NONE PC GENERAL FUND 15,000
ASSISTANCE LEAGUE OF SOUTHERN UTAH


PO BOX 910728
ST GEORGE,UT84791 		NONE PC GENERAL FUND 15,000
DOVE HOUSE ADVOCACY SERVICES


1045 10TH ST
PORT TOWNSEND,WA98368 		NONE PC GENERAL FUND 25,000
EAGLE MOUNT BOZEMAN


6901 GOLDSTEIN LN
BOZEMAN,MT59715 		NONE PC GENERAL FUND 25,000
HAVEN


615 S 16TH AVE
BOZEMAN,MT59715 		  PC GENERAL FUND 25,000
THE FRIENDSHIP CENTER


7714 ENGLISH OAK CIRCLE
ELKRIDGE,MD21075 		NONE PC GENERAL FUND 25,000
SOCIETY OF ST VINCENT DE PAUL BILLI


3005 1ST AVE S
BILLINGS,MT59101 		NONE PC GENERAL FUND 19,000
OLYMPIC PENINSULA YMCA


675 N 5TH AVE STE 3A
SEQUIM,WA98382 		NONE PC GENERAL FUND 40,000
MONTANA COUNCIL OF TROUT UNLIMITED


312 N HIGGINS STE 200
MISSOULA,MT59802 		NONE PC GENERAL FUND 10,000
MONTANA AUDUBON


PO BOX 595
HELENA,MT59624 		NONE PC GENERAL FUND 20,000
JESSE TREE


1121 W MILLER ST
BOISE,ID83702 		NONE PC GENERAL FUND 6,000
FIGHT AGAINST DOMESTIC VIOLENCE


3135 S RICHMOND ST
SALT LAKE CITY,UT84106 		NONE PC GENERAL FUND 15,000
DUCKS UNLIMITED INC


1 WATERFOWL WAY
MEMPHIS,TN38120 		NONE PC GENERAL FUND 40,000
CHILD BRIDGE


PO BOX 310
BIGFORK,MT59911 		NONE PC GENERAL FUND 15,000
PEOPLE AND CARNIVORES INC


PO BOX 6733
BOZEMAN,MT59771 		NONE PC GENERAL FUND 17,000
SEALIFE RESPONSE REHAB AND RESEARCH


2003 S 216TH ST 98811
DES MOINES,WA98198 		NONE PC GENERAL FUND 30,000
ADVOCATES FOR THE WEST


PO BOX 1612
BOISE,ID83701 		NONE PC GENERAL FUND 20,000
BOZEMAN PUBLIC LIBRARY FOUNDATION


626 EAST MAIN ST
BOZEMAN,MT59715 		NONE PC GENERAL FUND 9,000
CANINE WITH A CAUSE


4050 S 2700 E
HOLLADAY,UT84124 		NONE PC GENERAL FUND 10,000
FLORENCE CRITTENTON HOME SERVICES


901 N HARRIS ST
HELENA,MT59601 		NONE PC GENERAL FUND 15,000
FRIENDS OF THE TETON RIVER


18 N MAIN ST 310
DRIGGS,ID83422 		NONE PC GENERAL FUND 20,000
GLOCAL


1001 PAISLEY DR
BELGRADE,MT59714 		NONE PC GENERAL FUND 10,000
GRAND STAIRCASE ESCALANTE PARTNERS


310 S 100 E 7
KANAB,UT84741 		NONE PC GENERAL FUNDS 20,000
HOME RESOURCE


1515 WYOMING ST
MISSOULA,MT59801 		NONE PC GENERAL FUND 15,000
HOPA MOUNTAIN


234 E BABCOCK
BOZEMAN,MT59715 		NONE PC GENERAL FUND 10,000
JANNUS INC


1607 W JEFFERSON ST
BOISE,ID83702 		NONE PC GENERAL FUND 25,000
MISSOULA INTERFAITH COLLABORATIVE


2205 34TH ST
MISSOULA,MT59801 		NONE PC GENERAL FUND 15,000
NEEDS BEYOND MEDICINE


PO BOX 712043
SALT LAKE CITY,UT84171 		NONE PC GENERAL FUND 25,000
NORTHERN PLAINS RESOUCE COUNCIL


220 S 27TH ST STE A
BILLING,MT59101 		NONE PC GENERAL FUND 25,000
PALOUSE LAND TRUST


PO BOX 8506
MOSCOW,ID83843 		NONE PC GENERAL FUND 25,000
PROPERTY AND ENVIRONMENT RESEARCH C


2048 ANALYSIS DR STE A
BOZEMAN,MT59718 		NONE PC GENERAL FUND 20,000
SALT LAKE COMMUNITY COLLEGE FOUNDAT


4600 S REDWOOD RD
SALT LAKE CITY,UT84123 		NONE PC GENERAL FUND 50,000
UTAH HEALTH AND HUMAN RIGHTS


650 E 4500 S STE 220
MURRAY,UT84107 		NONE PC GENERAL FUND 20,000
WYAKIN WARRIOR FOUNDATION


960 S BROADWAY STE 260
BOISE,ID83706 		NONE PC GENERAL FUND 15,000
YOUTH FUTURES


1790W TRAFALGA WAY UNIT B
SALT LAKE CITY,UT84116 		NONE PC GENERAL FUND 25,000
ALL ABOUT THE ANIMALS COALITION


3889 E 12th N
Rigby,ID83442 		NONE PC GENERAL FUND 20,000
HABITAT FOR HUMANITY OF EAST JEFFER


PO BOX 658
Port Townsend,WA98368 		NONE PC GENERAL FUND 50,000
MCPAWS REGIONAL ANIMAL SHELTER


831 S 3RD STREET
MCCALL,ID83638 		NONE PC GENERAL FUND 6,000
BOZEMAN ART MUSEUM


2612 W MAIN STREET SUITE B
BOZEMAN,MT59718 		NONE PC General Fund 17,500
COMMUNITY RESOURCE CENTER OF TETON


1420 N HWY 33 SUITE 204
DRIGGS,ID83422 		NONE PC General Fund 15,000
DOMESTIC ABUSE RECOVERY SOLUTIONS


PO BOX 1811
SANDY,UT84091 		NONE PC General Fund 10,000
MISSOULA AGING SERVICES


337 STEPHENS AVE
MISSOULA,MT59801 		NONE PC General Fund 10,000
NORTHWEST MARITIME CENTER


431 WATER STREET
PORT TOWNSEND,WA98368 		NONE PC General Fund 25,000
THE ASKA'S ANIMALS FOUNDATION INC


1984 WEST 7000 SOUTH PO BOX 1150
VICTOR,ID83455 		NONE PC General Fund 30,000
BRIDGERLAND TECHNICAL COLLEGE


1301 N 600 W
LOGAN,UT84321 		NONE PC GENERAL FUND 20,000
CENTRUM


PO BOX 1158
PORT TOWNSEND,WA98368 		NONE PC GENERAL FUND 15,000
COMMUNITY BOAT PROJECT


PO BOX 266
NORDLAND,WA98358 		NONE PC GENERAL FUND 15,000
FAMILY COUNSELING SERVICES


3518 WASHINGTON BLVD
OGDEN,UT84403 		NONE PC GENERAL FUND 15,000
FRIENDS OF THE CHILDREN WESTERN MON


735 MICHIGAN AVE
MISSOULA,MT59802 		NONE PC GENERAL FUND 15,000
LEARNING LAB INC


308 E 36TH ST
GARDEN CITY,ID83714 		NONE PC GENERAL FUND 15,000
SELKIRK CONSERVATION ALLIANCE


PO BOX 1809
PRIEST RIVER,ID83856 		NONE PC GENERAL FUND 7,000
SPECIAL OLYMPICS UTAH


12227 S BUSINESS PARK DR BLDG 5 100
DRAPER,UT84020 		NONE PC GENERAL FUND 20,000
ST FRANCIS ANIMAL SHELTER INC


109 FLATIRON DRIVE
BUFFALO,WY82834 		NONE PC GENERAL FUND 8,000
TAUTPHAUS PARK ZOOLOGICAL SOCIETY


PO BOX 51794
IDAHO FALLS,ID83405 		NONE PC GENERAL FUND 10,000
Total .................................right arrow 3a 2,572,000
bApproved for future payment
Total ................................. right arrow 3b  
Form 990-PF (2024)
Form 990-PF (2024)
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 ........... 		    14 126,580  
4 Dividends and interest from securities ....     14 931,330  
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     3 1,668,561  
7 Other investment income .....       10,154  
8 Gain or (loss) from sales of assets other than
inventory ............ 		        1,204,555
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) ..   2,736,625 1,204,555
13Total. Add line 12, columns (b), (d), and (e)..................
13
3,941,180
(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 (2024)
Form 990-PF (2024)
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 Right Arrow
 Firm's EIN Right Arrow
Firm's address Right Arrow


 Phone no.
Form 990-PF (2024)
Additional Data


Software ID: 24020490
Software Version: 2024v5.2


Form 990PF - Special Condition Description:
Special Condition Description

TY 2024 AccountingFeesSchedule
Name:
CROSS CHARITABLE FOUNDATION
 
ATTN JOHN R CLARK
EIN:
83-0331707
Software ID:
24020490
Software Version:
2024v5.2
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
ACCOUNTING FEES 7,784 0 0 7,784

TY 2024 ContractorCompensationExpln
Name:
CROSS CHARITABLE FOUNDATION
 
ATTN JOHN R CLARK
EIN:
83-0331707
Software ID:
24020490
Software Version:
2024v5.2
Contractor Explanation
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.

TY 2024 InvestmentsLandSchedule2
Name:
CROSS CHARITABLE FOUNDATION
 
ATTN JOHN R CLARK
EIN:
83-0331707
Software ID:
24020490
Software Version:
2024v5.2
Category/ Item Cost/Other Basis Accumulated Depreciation Book Value End of Year Fair Market Value
Furniture and Fixtures 750,708 750,708   2,089,000
Buildings 13,838,971 2,858,084 10,980,887 17,847,000
Land 2,121,555   2,121,555 4,984,000

TY 2024 OtherAssetsSchedule
Name:
CROSS CHARITABLE FOUNDATION
 
ATTN JOHN R CLARK
EIN:
83-0331707
Software ID:
24020490
Software Version:
2024v5.2
Description Beginning of Year - Book Value End of Year - Book Value End of Year - Fair Market Value
LEASE RECEIVABLE   420,000 420,000
MISCELLANEOUS RECEIVABLE   10,154 10,154


TY 2024 OtherExpensesSchedule
Name:
CROSS CHARITABLE FOUNDATION
 
ATTN JOHN R CLARK
EIN:
83-0331707
Software ID:
24020490
Software Version:
2024v5.2
Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
COMPUTER EXPENSE 46     46
INSURANCE 1,682     1,682
LICENSES & FEES 250     250
MEALS 83     83
MEETING EXPENSE 4     4
Rental Expenses 51,439 51,439    


TY 2024 OtherIncomeSchedule2
Name:
CROSS CHARITABLE FOUNDATION
 
ATTN JOHN R CLARK
EIN:
83-0331707
Software ID:
24020490
Software Version:
2024v5.2
Description Revenue And Expenses Per Books Net Investment Income Adjusted Net Income
Other Investment Income 10,154    


TY 2024 OtherIncreasesSchedule
Name:
CROSS CHARITABLE FOUNDATION
 
ATTN JOHN R CLARK
EIN:
83-0331707
Software ID:
24020490
Software Version:
2024v5.2
Description Amount
UNREALIZED GAIN ON INVESTMENTS 3,558,067


TY 2024 OtherProfessionalFeesSchedule
Name:
CROSS CHARITABLE FOUNDATION
 
ATTN JOHN R CLARK
EIN:
83-0331707
Software ID:
24020490
Software Version:
2024v5.2
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
INVESTMENT FEES 303,223 303,223 0 0


TY 2024 TaxesSchedule
Name:
CROSS CHARITABLE FOUNDATION
 
ATTN JOHN R CLARK
EIN:
83-0331707
Software ID:
24020490
Software Version:
2024v5.2
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
FEDERAL TAXES PAID 80,000      
FOREIGN TAXES 10,387 10,387    
PROPERTY TAXES 11,547 11,547