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Nonprofit · EIN 83-0331707

CROSS CHARITABLE FOUNDATION INC

Tax-exempt · BOZEMAN, MT 59718

Financials

$4.2M$3.7M2023$4M$3.6M2024
Revenue Expenses · by fiscal year end
Financials of CROSS CHARITABLE FOUNDATION INC by year, from its e-filed returns
Year endedFormRevenueExpensesNet incomeTotal assetsLiabilitiesNet assets
December 31, 2024990-PF$3,992,619$3,562,762$429,857$58,247,035$25,148$58,221,887
December 31, 2023990-PF$4,203,133$3,725,971$477,162$54,233,963$0$54,233,963
Financial details: 990-PF for the year ended December 31, 2024

Revenue

Dividends
$931,330
Interest
$126,580
Net rental income
$1,668,561
Net gain from sales of assets
$1,204,555
Other income
$10,154

Expenses

Grants and similar amounts paid
$2,572,000
Compensation of officers, directors and key employees
$168,000
Disbursements for charitable purposes
$2,709,321
Excise tax on investment income
$44,605

Balance sheet and other

Total assets, start of year
$54,233,963
Total assets, end of year
$58,247,035
Total liabilities, end of year
$25,148
Net assets, end of year
$58,221,887
Fair market value of assets
$70,064,593
Qualifying distributions
$2,709,321
Net investment income
$3,982,465

From the e-filed returns the IRS publishes as XML (latest three processing years; amended returns replace the original). PDF copies at the IRS.

Officers, directors and key employees

As listed on the 990-PF for the year ended December 31, 2024, highest compensation first.

NameTitleHours / weekCompensation
CAROL GONNELLA
PO BOX 1226, JACKSON, WY 83001
Secretary5$42,000
JOHN R CLARK
3805 VALLEY COMMONS DR STE 7, BOZEMAN, MT 59718
Treasurer5$42,000
MARY BETH THOMPSON
357 WEST 2600 SOUTH, BOUNTIFUL, UT 84010
Vice President5$42,000
RYAN KIRKHAM
PO BOX 1789, WEST YELLOWSTONE, MT 59758
Vice President5$42,000
990-PF for the year ended December 31, 2023: 4 people
NameTitleHours / weekCompensation
CAROL GONNELLA
PO BOX 1226, JACKSON, WY 83001
Secretary3$40,000
JOHN R CLARK
3805 VALLEY COMMONS DR STE 7, BOZEMAN, MT 59718
Treasurer3$40,000
MARY BETH THOMPSON
357 WEST 2600 SOUTH, BOUNTIFUL, UT 84010
Vice President3$40,000
RYAN KIRKHAM
PO BOX 1789, WEST YELLOWSTONE, MT 59758
Vice President3$40,000

Address and contacts

Address (IRS master file)
3805 VALLEY COMMONS DR STE 7, BOZEMAN, MT 59718-6510
In care of
% JOHN R CLARK
Signed the 990-PF
JOHN R CLARK, Treasurer
Phone
(406) 585-3393
Return prepared by
Rudd & Company PLLC

What it must file and when

IRS records say it files Form 990-PF. Private foundations file every year. Its accounting year ends in December, so each return is due on the 15th day of the 5th month after that.

Tax yearYear endedDueIRS public records
2025December 31, 2025May 15, 2026Not on file
2024December 31, 2024May 15, 2025990-PF on file
2023December 31, 2023May 15, 2024990-PF on file

IRS record

EIN
83-0331707
Tax-exempt status
501(c)(3): Charitable, religious, educational or scientific organization
Foundation status
Private non-operating foundation
Donations deductible (Pub 78)
Private foundation, 30% limit
Exempt since
2001
Accounting year ends
December
Files
Form 990-PF
Assets (IRS master file)
$58,247,035
Income (IRS master file)
$9,927,386

Filing history

FormYear endedRevenueExpensesAssetsReturn
990-PFDecember 2024$3,992,619$3,562,762$58,247,035XML
990-PFDecember 2023$4,203,133$3,725,971$54,233,963XML
990-PFDecember 2022–––IRS
990-PFDecember 2021–––IRS
990-PFDecember 2020–––IRS
990-PFDecember 2018–––IRS

990-N: the IRS bulk file holds only the latest e-Postcard per organization; earlier years come from archived copies of that file since 2020 and can have gaps (the IRS e-Postcard search lists every one). 990, 990-EZ, 990-PF, 990-T: every e-filed return in the IRS e-file index since 2019; XML for the latest three processing years, amounts from the IRS Statistics of Income extracts before that. PDF copies and determination letters at the IRS (search EIN 83-0331707).

Questions about CROSS CHARITABLE FOUNDATION INC

What is the EIN of CROSS CHARITABLE FOUNDATION INC?
The employer identification number (EIN) of CROSS CHARITABLE FOUNDATION INC is 83-0331707.
Is CROSS CHARITABLE FOUNDATION INC tax-exempt?
Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2001.
Are donations to CROSS CHARITABLE FOUNDATION INC tax-deductible?
Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
Which annual return does CROSS CHARITABLE FOUNDATION INC file?
Form 990-PF. Private foundations file every year.
When is the next return of CROSS CHARITABLE FOUNDATION INC due?
The return for tax year 2025 (the year ending December 31, 2025) is due May 15, 2026. Form 8868 extends it by six months; the 990-N cannot be extended.
When did CROSS CHARITABLE FOUNDATION INC last file with the IRS?
The latest return in the IRS public files is the 990-PF for the year ended December 2024.
Who are the officers and directors of CROSS CHARITABLE FOUNDATION INC?
The 990-PF for the year ended December 31, 2024 lists 4 people; 4 received compensation from the organization, the highest $42,000 (CAROL GONNELLA, Secretary).
How much revenue does CROSS CHARITABLE FOUNDATION INC have?
On its 990-PF for the year ended December 31, 2024 it reported revenue of $3,992,619, expenses of $3,562,762 and total assets of $58,247,035 at year end.

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