TATE CHARITABLE FOUNDATION: Form 990PF, tax year 2022
View the entire original 990 at ProPublica ↗
- Organization
- TATE CHARITABLE FOUNDATION (EIN 83-0310832)
- Tax period
- 2022-12-01 to 2023-11-30
- Filed
- 2024-03-07
- IRS object ID
- 202410679349100621
- Schema version
- 2022v5.0
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990-PF
- Accounting Fees Schedule
- General Explanation Attachment
- Investments Corp Stock Schedule
- Investments Other Schedule2
- Other Assets Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Other Liabilities Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2024-03-07T17:17:08-06:00 | ReturnTs |
| Tax Period End | 2023-11-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 830220400 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | PORTER MUIRHEAD CORNIA & HOWARD CPAS | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 2750 | AddressLine1Txt |
| City | CASPER | CityNm |
| State Abbreviation | WY | StateAbbreviationCd |
| ZIP | 82602 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2022-12-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 830310832 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | TATE FOUNDATION | BusinessNameLine1Txt |
| Business Name Line2 | C/O T CHRIS MUIRHEAD | BusinessNameLine2Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | TATE | BusinessNameControlTxt |
| Phone | 3072346907 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1711 LUKER | AddressLine1Txt |
| City | CASPER | CityNm |
| State Abbreviation | WY | StateAbbreviationCd |
| ZIP | 82601 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | T CHRIS MUIRHEAD | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 3072346907 | PhoneNum |
| Signature | 2024-02-28 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | T | PersonFirstNm |
| Person Last | CHRIS MUIRHEAD | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | 999009999 | SSN |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | 0 | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | DAX O COLLINS CPA | PreparerPersonNm |
| PTIN | P00972615 | PTIN |
| Phone | 3072654311 | PhoneNum |
Additional Filer Information AdditionalFilerInformation
Trusted Customer TrustedCustomerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | 3 | TrustedCustomerCd |
| Authentication Assurance Level | AAL1 | AuthenticationAssuranceLevelCd |
| Identity Assurance Level | IAL1 | IdentityAssuranceLevelCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2022 | TaxYr |
| Build TS | 2023-04-26 12:10:37Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $7,213,550 | FMVAssetsEOYAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Interest On Sav Rev And Expnss | $27,649 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $27,649 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $89,506 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $89,506 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $541,988 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $1,947,938 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $541,988 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $57,199 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $57,199 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $716,342 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $716,342 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $0 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $0 | CompOfcrDirTrstDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $13,090 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $6,545 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $6,545 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $5,920 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $0 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $5,920 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $11,232 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $2,059 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Deprec And Dpltn Rev And Expnss | $8,368 | DeprecAndDpltnRevAndExpnssAmt |
| Deprec And Dpltn Net Invst Incm | $8,368 | DeprecAndDpltnNetInvstIncmAmt |
| Other Expenses Rev And Expnss | $35,833 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $35,367 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $466 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $74,443 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $52,339 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $12,931 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $398,386 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $398,386 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $472,829 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $52,339 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $411,317 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $243,513 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $664,003 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $96,739 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $146,793 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $146,793 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $3,675,563 | CorporateStockBOYAmt |
| Corporate Stock EOY | $4,041,984 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $6,494,704 | CorporateStockEOYFMVAmt |
| Other Investments BOY | $550,838 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $400,471 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $356,988 | OtherInvestmentsEOYFMVAmt |
| Other Assets BOY | $131,816 | OtherAssetsBOYAmt |
| Other Assets EOY | $116,131 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $215,065 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $4,454,956 | TotalAssetsBOYAmt |
| Total Assets EOY | $4,705,379 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $7,213,550 | TotalAssetsEOYFMVAmt |
| Other Liabilities BOY | $0 | OtherLiabilitiesBOYAmt |
| Other Liabilities EOY | $6,910 | OtherLiabilitiesEOYAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $6,910 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $0 | CapitalStockBOYAmt |
| Capital Stock EOY | $0 | CapitalStockEOYAmt |
| Additional Paid In Capital BOY | $0 | AdditionalPaidInCapitalBOYAmt |
| Additional Paid In Capital EOY | $0 | AdditionalPaidInCapitalEOYAmt |
| Retained Earning BOY | $4,454,956 | RetainedEarningBOYAmt |
| Retained Earning EOY | $4,698,469 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $4,454,956 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $4,698,469 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $4,454,956 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $4,705,379 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $4,454,956 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $243,513 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $4,698,469 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $4,698,469 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (15 entries)
| PropertyPropertyDesc | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|
| 6,840 FIRST TR STOXX EUROPEAN SELECT | $80,059 | $100,370 | -$20,311 | -$20,311 |
| 436 INVESCO QQQ | $115,070 | $73,995 | $41,075 | $41,075 |
| 458 INVESCO S&P 500 | $125,046 | $67,999 | $57,047 | $57,047 |
| 2,490 ISHARES MSCI EMERGING MARKETS | $96,932 | $100,053 | -$3,121 | -$3,121 |
| 412 ISHARES RUSSELL 2000 ETF | $72,045 | $99,892 | -$27,847 | -$27,847 |
| 1,389 ISHARES RUSSELL 20000 | $242,593 | $99,923 | $142,670 | $142,670 |
| 8,307 ISHARES RUSSELL MID CAP ETF | $565,412 | $211,889 | $353,523 | $353,523 |
| 885 ISHARES SELECT DIVIDEND ETF | $97,421 | $99,889 | -$2,468 | -$2,468 |
| 1,417 SPDR FUND | $140,039 | $111,880 | $28,159 | $28,159 |
| 2,477 SPDR FUND | $86,579 | $100,095 | -$13,516 | -$13,516 |
| 1,445 SPDR INDEX SHS S&P INTERNATIONAL | $42,258 | $49,997 | -$7,739 | -$7,739 |
| 1,070 SPDR S&P EMERGING MARKETS | $52,993 | $49,988 | $3,005 | $3,005 |
| 985 SSPDR TRUST | $61,260 | $69,963 | -$8,703 | -$8,703 |
| 944 STAPLES | $65,478 | $70,061 | -$4,583 | -$4,583 |
| 855 THE TECHNOLOGY SELECT SECTOR | $104,753 | $99,956 | $4,797 | $4,797 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $541,988 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $9,230 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $9,230 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $9,230 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $2,320 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $2,320 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Tax Due | $6,910 | TaxDueAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | 0 | LegislativePoliticalActyInd |
| More Than100 Spent | 0 | MoreThan100SpentInd |
| Form1120 POL Filed | 0 | Form1120POLFiledInd |
| Section4955 Organization Tax | $0 | Section4955OrganizationTaxAmt |
| Section4955 Managers Tax | $0 | Section4955ManagersTaxAmt |
| Tax Reimbursed | $0 | TaxReimbursedAmt |
| Activities Not Previously Rpt | 0 | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | 0 | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | 0 | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (1) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (1) | AtLeast5000InAssetsInd |
| Org Report Or Register State | WY | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (1) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | 0 | PrivateOperatingFoundationInd |
| New Substantial Contributors | 0 | NewSubstantialContributorsInd |
| Own Controlled Entity | 0 | OwnControlledEntityInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (1) | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | T CHRIS MUIRHEAD | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 3072346907 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1711 LUKER DRIVE | AddressLine1Txt |
| City | CASPER | CityNm |
| State Abbreviation | WY | StateAbbreviationCd |
| ZIP | 82609 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | 0 | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | 0 | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | 0 | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | 0 | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | 0 | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | 0 | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | 0 | PaymentToGovernmentOfficialInd |
| Uncorrected Prior Acts | 0 | UncorrectedPriorActsInd |
| Undistributed Income PY | 0 | UndistributedIncomePYInd |
| Business Holdings | 0 | BusinessHoldingsInd |
| Jeopardy Investments | 0 | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | 0 | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | 0 | InfluenceLegislationInd |
| Influence Election | 0 | InfluenceElectionInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Noncharitable Purpose | 0 | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (4 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee Benefit ProgramEmployeeBenefitProgramAmt | Expense Account Other AllwncExpenseAccountOtherAllwncAmt |
|---|---|---|---|---|---|---|---|---|
| T CHRIS MUIRHEAD | ||||||||
| 1711 LUKER DRIVE | CASPER | WY | 82609 | PRESIDENT | 2.00 | $0 | $0 | $0 |
| WILLIAM L MCDOWELL | ||||||||
| 1131 S DURBIN | CASPER | WY | 82601 | EMERITUS | 0.50 | $0 | $0 | $0 |
| JOHN MASTERSON | ||||||||
| PO BOX 2401 | CASPER | WY | 82602 | TREASURER | 0.50 | $0 | $0 | $0 |
| JENNIFER MCDOWELL | ||||||||
| 159 NORTH WOLCOTT STE 220 | CASPER | WY | 82601 | SECRETARY | 0.50 | $0 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
| Contractor Paid Over50k | 0 | ContractorPaidOver50kCnt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $6,501,881 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $191,918 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $215,065 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $6,908,864 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $6,908,864 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $103,633 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $6,805,231 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $340,262 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $340,262 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $9,230 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $9,230 | TotalTaxAmt |
| Distributable Before Adj | $331,032 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $331,032 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $331,032 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $411,317 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $411,317 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $331,032 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $312,353 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Total Excess Distribution Cyov | $0 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $411,317 | QualifyingDistributionsAmt |
| Applied To Year1 | $312,353 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $98,964 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $0 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $0 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Prior Year Deficiency Or Tax | $0 | PriorYearDeficiencyOrTaxAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $232,068 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $0 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $0 | ExcessDistriCyovToNextYrAmt |
Supplementary Information SupplementaryInformationGrp
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | DIANE HARROP CO PO BOX 916 DOUGLAS | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 2280 | AddressLine1Txt |
| City | CASPER | CityNm |
| State Abbreviation | WY | StateAbbreviationCd |
| ZIP | 82602 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 3073590738 | RecipientPhoneNum |
| Form And Info And Materials | GRANT APPLICATION FORM - SEE ATTACHED | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | NONE | SubmissionDeadlinesTxt |
| Restrictions On Awards | NONE | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (10 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| CASPER COLLEGE FOUNDATION | |||||||
| 125 COLLEGE DRIVE | CASPER | WY | 82601 | NONE | PUBLIC FOUNDATION | DIRECTOR DESIGNATED DONATION | $5,000 |
| CENTRAL WYOMING COUNSELING CENTER | |||||||
| 1430 WILKINS CIRCLE | CASPER | WY | 82601 | NONE | PUBLIC CHARITY | RESTRICTED FOR SPECIFIC PURPOSE | $100,000 |
| CHILD DEVELOPMENT CENTER | |||||||
| 2020 E 12TH STREET | CASPER | WY | 82601 | NONE | PUBLIC CHARITY | DIRECTOR DESIGNATED DONATION | $22,365 |
| CHILDREN'S ADVOCACY PROJECT | |||||||
| 350 N ASH | CASPER | WY | 82601 | NONE | PUBLIC CHARITY | ALL UNRESTRICTED | $10,000 |
| CLIMB WYOMING | |||||||
| 900 WERNER COURT SUITE 100 | CASPER | WY | 82601 | NONE | PUBLIC CHARITY | OPERATIONS RELATED TO NATRONA COUNTY ACTIVITIES | $10,000 |
| DOWNTOWN DEVELOPMENT AUTHORITY | |||||||
| 341 W YELLOWSTONE HWY | CASPER | WY | 82601 | NONE | PUBLIC CHARITY | DIRECTOR DESIGNATED DONATION | $10,000 |
| SELF HELP CENTER | |||||||
| 740 LUKER LN | EVANSVILLE | WY | 82636 | NONE | PUBLIC CHARITY | ASSIST WITH CONSTRUCTION COST OF NEW FACILITY IN NATRONA COUNTY | $3,021 |
| WYOMING COMMUNITY FOUNDATION | |||||||
| 313 SOUTH 2ND STREET | LARAMIE | WY | 82070 | NONE | PUBLIC FOUNDATION | TATE DONOR DESIGNATED FUND | $213,000 |
| WYOMING PBS | |||||||
| 2660 PECK AVENUE | RIVERTON | WY | 82501 | NONE | PUBLIC CHARITY | UNRESTRICTED | $10,000 |
| WYOMING PUBLIC MEDIA | |||||||
| DEPT 3984 1000 E UNIVERSITY AVE | LARAMIE | WY | 82071 | NONE | PUBLIC CHARITY | ALL UNRESTRICTED | $15,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $398,386 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $27,649 | ExclusionAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $89,506 | ExclusionAmt |
Other Investment Income OtherInvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 15 | ExclusionCd |
| Exclusion | $57,199 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $541,988 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $716,342 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $716,342 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | 0 | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | 0 | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | 0 | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | 0 | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | 0 | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | 0 | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | 0 | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | 0 | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | 0 | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | 0 | RelationshipsNonchrtblEOInd |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | PORTER, MUIRHEAD, CORNIA & HO | CategoryTxt |
| Amt | $13,090 | Amt |
| Net Investment Income | $6,545 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $6,545 | DisbursementsCharitablePrpsAmt |
General Explanation Attachment GeneralExplanationAttachment
General Explanation GeneralExplanationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Identifier | INEZ TATE ROYALTY TRUST (EIN 83-6014365) | IdentifierTxt |
| Form And Line Reference | GENERAL INFORMATION | FormAndLineReferenceDesc |
| Medium Explanation | THE FORM 990-PF FILED BY THE TATE FOUNDATION INCLUDES INCOME AND OTHER TAX ATTRIBUTES FROM THE INEZ TATE ROYALTY TRUST (EIN #83-6014365). THE INEZ TATE ROYALTY TRUST IS A GRANTOR TRUST WITH THE TATE FOUNDATION AS THE GRANTOR. | MediumExplanationTxt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | RBC ACCOUNTS | StockNm |
| EOY Book Value | $4,041,984 | EOYBookValueAmt |
| EOYFMV | $6,494,704 | EOYFMVAmt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category Or Item | RBC ACCOUNTS - INTERNATIONAL EQUITIES | CategoryOrItemTxt |
| Listed At Cost Or FMV | AT COST | ListedAtCostOrFMVCd |
| Book Value | $400,471 | BookValueAmt |
| EOYFMV | $356,988 | EOYFMVAmt |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp (4 entries)
| DescDesc | BOY Book ValueBOYBookValueAmt | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| ACCUMULATED DEPLETION ON MINERAL PROPERTIES | -$186,767 | -$195,136 | |
| MINERAL TRUST | $311,267 | $311,267 | $215,065 |
| PREPAID FEDERAL INCOME TAX | $1,634 | ||
| INCOME TAX OVERPAYMENT | $5,682 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (5 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| INVESTMENT MANAGEMENT FEES | $29,115 | $29,115 | $0 |
| ROYALTY PRODUCTION TAXES | $5,785 | $5,785 | $0 |
| MISCELLANEOUS EXPENSE | $50 | $25 | $25 |
| DUES AND SUBSCRIPTIONS | $859 | $430 | $429 |
| BANK FEES | $24 | $12 | $12 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt |
|---|---|---|---|
| ROYALTIES | $55,788 | $55,788 | $55,788 |
| OTHER INCOME | $1,411 | $1,411 | $1,411 |
Other Liabilities Schedule OtherLiabilitiesSchedule
Other Liabilities Detail OtherLiabilitiesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | FEDERAL TAX PAYABLE | Desc |
| BOY Book Value | $0 | BOYBookValueAmt |
| EOY Book Value | $6,910 | EOYBookValueAmt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | GRANT ADMINISTRATION | CategoryTxt |
| Amt | $5,920 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $5,920 | DisbursementsCharitablePrpsAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (3 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| FEDERAL EXCISE TAX | $9,173 | $0 | $0 |
| STATE WITHHOLDING TAX | $1,340 | $1,340 | $0 |
| PROPERTY TAXES | $719 | $719 | $0 |