2024-03-07T17:17:08-06:00 2023-11-30 830220400 PORTER MUIRHEAD CORNIA & HOWARD CPAS PO BOX 2750 CASPER WY 82602 990PF 2022-12-01 830310832 TATE FOUNDATION C/O T CHRIS MUIRHEAD TATE 3072346907 1711 LUKER CASPER WY 82601 T CHRIS MUIRHEAD PRESIDENT 3072346907 2024-02-28 1 T CHRIS MUIRHEAD 999009999 0 DAX O COLLINS CPA P00972615 3072654311 3 AAL1 IAL1 2022 2023-04-26 12:10:37Z X 7213550 X X 27649 27649 89506 89506 541988 1947938 541988 57199 57199 716342 716342 0 0 0 13090 6545 6545 5920 0 5920 11232 2059 0 8368 8368 35833 35367 466 74443 52339 12931 398386 398386 472829 52339 411317 243513 664003 96739 146793 146793 3675563 4041984 6494704 550838 400471 356988 131816 116131 215065 4454956 4705379 7213550 0 6910 0 6910 X 0 0 0 0 4454956 4698469 4454956 4698469 4454956 4705379 4454956 243513 0 4698469 0 4698469 6,840 FIRST TR STOXX EUROPEAN SELECT 80059 100370 -20311 -20311 436 INVESCO QQQ 115070 73995 41075 41075 458 INVESCO S&P 500 125046 67999 57047 57047 2,490 ISHARES MSCI EMERGING MARKETS 96932 100053 -3121 -3121 412 ISHARES RUSSELL 2000 ETF 72045 99892 -27847 -27847 1,389 ISHARES RUSSELL 20000 242593 99923 142670 142670 8,307 ISHARES RUSSELL MID CAP ETF 565412 211889 353523 353523 885 ISHARES SELECT DIVIDEND ETF 97421 99889 -2468 -2468 1,417 SPDR FUND 140039 111880 28159 28159 2,477 SPDR FUND 86579 100095 -13516 -13516 1,445 SPDR INDEX SHS S&P INTERNATIONAL 42258 49997 -7739 -7739 1,070 SPDR S&P EMERGING MARKETS 52993 49988 3005 3005 985 SSPDR TRUST 61260 69963 -8703 -8703 944 STAPLES 65478 70061 -4583 -4583 855 THE TECHNOLOGY SELECT SECTOR 104753 99956 4797 4797 541988 9230 0 9230 0 9230 2320 0 0 0 2320 0 6910 0 0 0 0 0 0 0 0 0 0 1 1 WY 1 0 0 0 0 1 N/A T CHRIS MUIRHEAD 3072346907 1711 LUKER DRIVE CASPER WY 82609 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 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 NONE 0 NONE 0 0 6501881 191918 215065 6908864 0 0 6908864 103633 6805231 340262 340262 9230 9230 331032 0 331032 0 331032 411317 0 411317 331032 312353 0 0 411317 312353 0 0 98964 0 0 0 0 0 0 0 0 232068 0 0 0 DIANE HARROP CO PO BOX 916 DOUGLAS PO BOX 2280 CASPER WY 82602 3073590738 GRANT APPLICATION FORM - SEE ATTACHED NONE NONE CASPER COLLEGE FOUNDATION 125 COLLEGE DRIVE CASPER WY 82601 NONE PUBLIC FOUNDATION DIRECTOR DESIGNATED DONATION 5000 CENTRAL WYOMING COUNSELING CENTER 1430 WILKINS CIRCLE CASPER WY 82601 NONE PUBLIC CHARITY RESTRICTED FOR SPECIFIC PURPOSE 100000 CHILD DEVELOPMENT CENTER 2020 E 12TH STREET CASPER WY 82601 NONE PUBLIC CHARITY DIRECTOR DESIGNATED DONATION 22365 CHILDREN'S ADVOCACY PROJECT 350 N ASH CASPER WY 82601 NONE PUBLIC CHARITY ALL UNRESTRICTED 10000 CLIMB WYOMING 900 WERNER COURT SUITE 100 CASPER WY 82601 NONE PUBLIC CHARITY OPERATIONS RELATED TO NATRONA COUNTY ACTIVITIES 10000 DOWNTOWN DEVELOPMENT AUTHORITY 341 W YELLOWSTONE HWY CASPER WY 82601 NONE PUBLIC CHARITY DIRECTOR DESIGNATED DONATION 10000 SELF HELP CENTER 740 LUKER LN EVANSVILLE WY 82636 NONE PUBLIC CHARITY ASSIST WITH CONSTRUCTION COST OF NEW FACILITY IN NATRONA COUNTY 3021 WYOMING COMMUNITY FOUNDATION 313 SOUTH 2ND STREET LARAMIE WY 82070 NONE PUBLIC FOUNDATION TATE DONOR DESIGNATED FUND 213000 WYOMING PBS 2660 PECK AVENUE RIVERTON WY 82501 NONE PUBLIC CHARITY UNRESTRICTED 10000 WYOMING PUBLIC MEDIA DEPT 3984 1000 E UNIVERSITY AVE LARAMIE WY 82071 NONE PUBLIC CHARITY ALL UNRESTRICTED 15000 398386 0 14 27649 14 89506 15 57199 18 541988 0 716342 0 716342 0 0 0 0 0 0 0 0 0 0 PORTER, MUIRHEAD, CORNIA & HO 13090 6545 6545 INEZ TATE ROYALTY TRUST (EIN 83-6014365) GENERAL INFORMATION 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. RBC ACCOUNTS 4041984 6494704 RBC ACCOUNTS - INTERNATIONAL EQUITIES AT COST 400471 356988 ACCUMULATED DEPLETION ON MINERAL PROPERTIES -186767 -195136 MINERAL TRUST 311267 311267 215065 PREPAID FEDERAL INCOME TAX 1634 INCOME TAX OVERPAYMENT 5682 INVESTMENT MANAGEMENT FEES 29115 29115 0 ROYALTY PRODUCTION TAXES 5785 5785 0 MISCELLANEOUS EXPENSE 50 25 25 DUES AND SUBSCRIPTIONS 859 430 429 BANK FEES 24 12 12 ROYALTIES 55788 55788 55788 OTHER INCOME 1411 1411 1411 FEDERAL TAX PAYABLE 0 6910 GRANT ADMINISTRATION 5920 0 5920 FEDERAL EXCISE TAX 9173 0 0 STATE WITHHOLDING TAX 1340 1340 0 PROPERTY TAXES 719 719 0