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WOLD FOUNDATION: Form 990PF, tax year 2023

View the entire original 990 at ProPublica ↗

Organization
WOLD FOUNDATION (EIN 74-2406069)
Tax period
2023-01-01 to 2023-12-31
Filed
2024-11-04
IRS object ID
202433099349100113
Schema version
2023v5.1
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 ReturnHeader

FieldValueIRS element (for citing)
Return2024-11-04T09:49:35-06:00ReturnTs
Tax Period End2023-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN830327383PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1LENHART MASON & ASSOCIATES LLCBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line1900 WERNER COURT STE 200AddressLine1Txt
CityCASPERCityNm
State AbbreviationWYStateAbbreviationCd
ZIP82601ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2023-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN742406069EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1WOLD FOUNDATIONBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlWOLDBusinessNameControlTxt
Phone3072657252PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1139 WEST 2ND ST 200AddressLine1Txt
CityCASPERCityNm
State AbbreviationWYStateAbbreviationCd
ZIP82601ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonPETER I WOLDPersonNm
Person TitleTREASURERPersonTitleTxt
Phone3072657252PhoneNum
Signature2024-10-29SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd
FieldValueIRS element (for citing)
IRS Responsible Prty Info Curr0IRSResponsiblePrtyInfoCurrInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonRICK REIMANNPreparerPersonNm
PTINP00326335PTIN
Phone3072347800PhoneNum
FieldValueIRS element (for citing)
Tax2023TaxYr
Build TS2024-10-15 13:58:12ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$58,985,882FMVAssetsEOYAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Schedule B Not RequiredYes (X)ScheduleBNotRequiredInd
Interest On Sav Rev And Expnss$533InterestOnSavRevAndExpnssAmt
Interest On Sav Net Invst Incm$533InterestOnSavNetInvstIncmAmt
Dividends Rev And Expnss$1,381,724DividendsRevAndExpnssAmt
Dividends Net Invst Incm$1,381,724DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss$2,180,605NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$19,490,642GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$2,180,605CapGainNetIncmNetInvstIncmAmt
Other Income Rev And Expnss$413,137OtherIncomeRevAndExpnssAmt
Other Income Net Invst Incm$413,137OtherIncomeNetInvstIncmAmt
Total Rev And Expnss$3,975,999TotalRevAndExpnssAmt
Total Net Invst Incm$3,975,999TotalNetInvstIncmAmt
Comp Ofcr Dir Trst Rev And Expnss$0CompOfcrDirTrstRevAndExpnssAmt
Comp Ofcr Dir Trst Net Invst Incm$0CompOfcrDirTrstNetInvstIncmAmt
Comp Ofcr Dir Trst Dsbrs Chrtbl$0CompOfcrDirTrstDsbrsChrtblAmt
Oth Empl Slrs Wgs Rev And Expnss$90,831OthEmplSlrsWgsRevAndExpnssAmt
Oth Empl Slrs Wgs Net Invst Incm$0OthEmplSlrsWgsNetInvstIncmAmt
Oth Empl Slrs Wgs Dsbrs Chrtbl$90,831OthEmplSlrsWgsDsbrsChrtblAmt
Pension Empl Bnft Rev And Expnss$3,484PensionEmplBnftRevAndExpnssAmt
Pension Empl Bnft Net Invst Incm$0PensionEmplBnftNetInvstIncmAmt
Pension Empl Bnft Dsbrs Chrtbl$3,484PensionEmplBnftDsbrsChrtblAmt
Accounting Fees Rev And Expnss$4,769AccountingFeesRevAndExpnssAmt
Accounting Fees Net Invst Incm$0AccountingFeesNetInvstIncmAmt
Accounting Fees Chrtbl Prps$0AccountingFeesChrtblPrpsAmt
Other Prof Fees Rev And Expnss$396,128OtherProfFeesRevAndExpnssAmt
Other Prof Fees Net Invst Incm$394,480OtherProfFeesNetInvstIncmAmt
Other Prof Fees Dsbrs Chrtbl$1,648OtherProfFeesDsbrsChrtblAmt
Taxes Rev And Expnss$57,484TaxesRevAndExpnssAmt
Taxes Net Invst Incm$43,444TaxesNetInvstIncmAmt
Taxes Dsbrs Chrtbl$8,749TaxesDsbrsChrtblAmt
Deprec And Dpltn Rev And Expnss$69,974DeprecAndDpltnRevAndExpnssAmt
Deprec And Dpltn Net Invst Incm$69,974DeprecAndDpltnNetInvstIncmAmt
Trav Conf Meeting Rev And Expnss$3,823TravConfMeetingRevAndExpnssAmt
Trav Conf Meeting Net Invst Incm$0TravConfMeetingNetInvstIncmAmt
Trav Conf Meeting Dsbrs Chrtbl$0TravConfMeetingDsbrsChrtblAmt
Other Expenses Rev And Expnss$38,603OtherExpensesRevAndExpnssAmt
Other Expenses Net Invst Incm$18,152OtherExpensesNetInvstIncmAmt
Other Expenses Dsbrs Chrtbl$3,061OtherExpensesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss$665,096TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$526,050TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$107,773TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$2,800,253ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$2,800,253ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$3,465,349TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$526,050TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$2,908,026TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses$510,650ExcessRevenueOverExpensesAmt
Net Investment Income$3,449,949NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Cash BOY$140,878CashBOYAmt
Cash EOY$167,820CashEOYAmt
Cash EOYFMV$167,820CashEOYFMVAmt
Sav And Temp Cash Invst BOY$3,832,490SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY$8,742,193SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV$8,742,193SavAndTempCashInvstEOYFMVAmt
Corporate Stock BOY$48,899,711CorporateStockBOYAmt
Corporate Stock EOY$44,556,945CorporateStockEOYAmt
Corporate Stock EOYFMV$49,333,007CorporateStockEOYFMVAmt
Other Investments BOY$731,271OtherInvestmentsBOYAmt
Other Investments EOY$648,480OtherInvestmentsEOYAmt
Other Investments EOYFMV$742,862OtherInvestmentsEOYFMVAmt
Other Assets BOY$438OtherAssetsBOYAmt
Other Assets EOY$0OtherAssetsEOYAmt
Other Assets EOYFMV$0OtherAssetsEOYFMVAmt
Total Assets BOY$53,604,788TotalAssetsBOYAmt
Total Assets EOY$54,115,438TotalAssetsEOYAmt
Total Assets EOYFMV$58,985,882TotalAssetsEOYFMVAmt
Total Liabilities BOY$0TotalLiabilitiesBOYAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Org Does Not Follow FASB117Yes (X)OrgDoesNotFollowFASB117Ind
Capital Stock BOY$407,639CapitalStockBOYAmt
Capital Stock EOY$407,639CapitalStockEOYAmt
Additional Paid In Capital BOY$0AdditionalPaidInCapitalBOYAmt
Additional Paid In Capital EOY$0AdditionalPaidInCapitalEOYAmt
Retained Earning BOY$53,197,149RetainedEarningBOYAmt
Retained Earning EOY$53,707,799RetainedEarningEOYAmt
Tot Net Ast Or Fund Balances BOY$53,604,788TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$54,115,438TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$53,604,788TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$54,115,438TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$53,604,788TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses$510,650ExcessRevenueOverExpensesAmt
Other Increases$0OtherIncreasesAmt
Subtotal$54,115,438SubtotalAmt
Other Decreases$0OtherDecreasesAmt
Tot Net Ast Or Fund Balances EOY$54,115,438TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp

FieldValueIRS element (for citing)
PropertyCOLONY GROUP - BANK OF NEW YORK MELLONPropertyDesc
How AcquiredPHowAcquiredCd
Gross Sales Price$19,490,642GrossSalesPriceAmt
Cost Or Other Basis$17,310,037CostOrOtherBasisAmt
Gain Or Loss$2,180,605GainOrLossAmt
Gains Minus Excess Or Losses$2,180,605GainsMinusExcessOrLossesAmt
FieldValueIRS element (for citing)
Capital Gain Net Income$2,180,605CapitalGainNetIncomeAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$47,954InvestmentIncomeExciseTaxAmt
Tax Under Section511$0TaxUnderSection511Amt
Subtotal$47,954SubtotalAmt
Subtitle A Tax$0SubtitleATaxAmt
Tax Based On Investment Income$47,954TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx$68,067EstimatedPlusOvpmtIncmTxAmt
Exempt Frgn Org Tax Wthld At Srce$0ExemptFrgnOrgTaxWthldAtSrceAmt
Extsn Request Income Tax Paid$0ExtsnRequestIncomeTaxPaidAmt
Backup Withholding Withheld$0BackupWithholdingWithheldAmt
Total Payments And Credits$68,067TotalPaymentsAndCreditsAmt
Form2220 AttachedYes (X)Form2220AttachedInd
Es Penalty$0EsPenaltyAmt
Overpayment$20,113OverpaymentAmt
Applied To ES Tax$20,113AppliedToESTaxAmt
Refund$0RefundAmt

Statements Regarding Acty StatementsRegardingActyGrp

FieldValueIRS element (for citing)
Legislative Political Acty0LegislativePoliticalActyInd
More Than100 Spent0MoreThan100SpentInd
Form1120 POL Filed0Form1120POLFiledInd
Section4955 Organization Tax$0Section4955OrganizationTaxAmt
Section4955 Managers Tax$0Section4955ManagersTaxAmt
Tax Reimbursed$0TaxReimbursedAmt
Activities Not Previously Rpt0ActivitiesNotPreviouslyRptInd
Changes To Articles Or Bylaws0ChangesToArticlesOrBylawsInd
Unrelated Bus Incm Over Limit0UnrelatedBusIncmOverLimitInd
Organization Dissolved Etc0OrganizationDissolvedEtcInd
Section508e Rqr SatisfiedYes (1)Section508eRqrSatisfiedInd
At Least5000 In AssetsYes (1)AtLeast5000InAssetsInd
Org Report Or Register StateWYOrgReportOrRegisterStateCd
Form990 PF Filed With Atty GenYes (1)Form990PFFiledWithAttyGenInd
Private Operating Foundation0PrivateOperatingFoundationInd
New Substantial Contributors0NewSubstantialContributorsInd
Own Controlled Entity0OwnControlledEntityInd
Donor Advised Fund0DonorAdvisedFundInd
Comply With Public Insp RqrYes (1)ComplyWithPublicInspRqrInd
Website AddressWWW.WOLDFOUNDATION.ORGWebsiteAddressTxt
Individual With BooksPETER I WOLDIndividualWithBooksNm
Phone3072657252PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line1139 W 2ND ST STE200AddressLine1Txt
CityCASPERCityNm
State AbbreviationWYStateAbbreviationCd
ZIP82601ZIPCd
FieldValueIRS element (for citing)
Foreign Accounts Question0ForeignAccountsQuestionInd

Statements Regarding Acty4720 StatementsRegardingActy4720Grp

FieldValueIRS element (for citing)
Sale Or Exch Disqualified Prsn0SaleOrExchDisqualifiedPrsnInd
Brrw Or Lend Disqualified Prsn0BrrwOrLendDisqualifiedPrsnInd
Furn Goods Disqualified PrsnYes (1)FurnGoodsDisqualifiedPrsnInd
Pay Comp Disqualified PrsnYes (1)PayCompDisqualifiedPrsnInd
Transfer Ast Disqualified Prsn0TransferAstDisqualifiedPrsnInd
Payment To Government Official0PaymentToGovernmentOfficialInd
Acts Fail To Qlfy As Exceptions0ActsFailToQlfyAsExceptionsInd
Uncorrected Prior Acts0UncorrectedPriorActsInd
Undistributed Income PY0UndistributedIncomePYInd
Business Holdings0BusinessHoldingsInd
Jeopardy Investments0JeopardyInvestmentsInd
Uncorrected PY Jeopardy Invst0UncorrectedPYJeopardyInvstInd
Influence Legislation0InfluenceLegislationInd
Influence Election0InfluenceElectionInd
Grants To Individuals0GrantsToIndividualsInd
Grants To Organizations0GrantsToOrganizationsInd
Noncharitable Purpose0NoncharitablePurposeInd
Rcv Fnds To Pay Prsnl Bnft Cntrct0RcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft Cntrct0PayPremiumsPrsnlBnftCntrctInd
Prohibited Tax Shelter Trans0ProhibitedTaxShelterTransInd
Subj To Tax Rmnrtn Ex Prcht Pymt0SubjToTaxRmnrtnExPrchtPymtInd

Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp

Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (3 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdTitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmtEmployee Benefit ProgramEmployeeBenefitProgramAmtExpense Account Other AllwncExpenseAccountOtherAllwncAmt
JOHN P WOLD
381 BAR C ROADKAYCEEWY82639TRUSTEE, PRESIDENT0.75$0$0$0
PETER I WOLD
1919 RUSTIC COURTCASPERWY82609TRUSTEE, TREASURER1.50$0$0$0
PRISCILLA LONGFIELD
2552 EAST ALAMEDA AVE 30DENVERCO80209TRUSTEE, SECRETARY0.75$0$0$0
FieldValueIRS element (for citing)
Comp Of Hghst Pd Empl Or NONENONECompOfHghstPdEmplOrNONETxt
Other Employee Paid Over50k0OtherEmployeePaidOver50kCnt
Comp Of Hghst Pd Cntrct Or NONENONECompOfHghstPdCntrctOrNONETxt
Contractor Paid Over50k0ContractorPaidOver50kCnt

Sum Of Program Related Invst SumOfProgramRelatedInvstGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Minimum Investment Return MinimumInvestmentReturnGrp

FieldValueIRS element (for citing)
Average Monthly FMV Of Sec$52,252,417AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$3,555,219AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$742,862FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$56,550,498TotalFMVOfUnusedAssetsAmt
Reduction Claimed$0ReductionClaimedAmt
Acquisition Indebtedness$0AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast$56,550,498AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$848,257CashDeemedCharitableAmt
Net Vl Noncharitable Assets$55,702,241NetVlNoncharitableAssetsAmt
Minimum Investment Return$2,785,112MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$2,785,112MinimumInvestmentReturnAmt
Tax Based On Investment Income$47,954TaxBasedOnInvestmentIncomeAmt
Total Tax$47,954TotalTaxAmt
Distributable Before Adj$2,737,158DistributableBeforeAdjAmt
Recoveries Qualfied Distri$0RecoveriesQualfiedDistriAmt
Distributable Before Ded$2,737,158DistributableBeforeDedAmt
Deduction From Distributable$0DeductionFromDistributableAmt
Distributable As Adjusted$2,737,158DistributableAsAdjustedAmt

PF Qualifying Distributions PFQualifyingDistributionsGrp

FieldValueIRS element (for citing)
Expenses And Contributions$2,908,026ExpensesAndContributionsAmt
Program Related Invst Total$0ProgramRelatedInvstTotalAmt
Qualifying Distributions$2,908,026QualifyingDistributionsAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$2,737,158DistributableAsAdjustedAmt
Undistributed Income PY$2,719,229UndistributedIncomePYAmt
Total For Prior Years$0TotalForPriorYearsAmt
Total Excess Distribution Cyov$0TotalExcessDistributionCyovAmt
Qualifying Distributions$2,908,026QualifyingDistributionsAmt
Applied To Year1$2,719,229AppliedToYear1Amt
Applied To Prior Years$0AppliedToPriorYearsAmt
Treated As Distri From Corpus$0TreatedAsDistriFromCorpusAmt
Applied To Current Year$188,797AppliedToCurrentYearAmt
Remaining Distri From Corpus$0RemainingDistriFromCorpusAmt
Excess Distri Cyov App CY Corpus$0ExcessDistriCyovAppCYCorpusAmt
Excess Distribution Cyov App CY$0ExcessDistributionCyovAppCYAmt
Total Corpus$0TotalCorpusAmt
Prior Year Undistributed Incm$0PriorYearUndistributedIncmAmt
Prior Year Deficiency Or Tax$0PriorYearDeficiencyOrTaxAmt
Taxable1$0Taxable1Amt
Taxable2$0Taxable2Amt
Undistributed Income CY$2,548,361UndistributedIncomeCYAmt
Corpus Distri170b1 E Or4942g3$0CorpusDistri170b1EOr4942g3Amt
Excess Distri Cyov From Yr5$0ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr$0ExcessDistriCyovToNextYrAmt

Supplementary Information SupplementaryInformationGrp

Application Submission Info ApplicationSubmissionInfoGrp

FieldValueIRS element (for citing)
Recipient PersonGLENDA THOMAS THE WOLD FOUNDATIONRecipientPersonNm

Recipient US Address RecipientUSAddress

FieldValueIRS element (for citing)
Address Line1139 W 2ND ST 200AddressLine1Txt
CityCASPERCityNm
State AbbreviationWYStateAbbreviationCd
ZIP82601ZIPCd
FieldValueIRS element (for citing)
Recipient Phone3072657252RecipientPhoneNum
Form And Info And MaterialsSEE ATTACHEDFormAndInfoAndMaterialsTxt
Submission DeadlinesOCTOBER 15THSubmissionDeadlinesTxt
Restrictions On AwardsNONERestrictionsOnAwardsTxt

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (113 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient RelationshipRecipientRelationshipTxtRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmt
12-24 CLUB
500 S WOLCOTT STE 200CASPERWY82601N/APCANNUAL SUPPORT$500
9H RESEARCH FOUNDATION
3051 WELSH LANELARAMIEWY82070N/APCENGINEERING SENIOR DESIGN PROJECT$3,328
BIG HORN PTO
PO BOX 490BIG HORNWY82833N/APCONE BOOK ONE SCHOOL$2,000
FELLOWSHIP OF CHRISTIAN ATHLETES
8701 LEEDS ROADKANSAS CITYMO641291680N/APCFCA MINISTRY$5,000
ADVENTURE WEST COUNCIL - BOY SCOUTS OF AMERICA
3939 CASPER MOUNTIAN ROADCASPERWY82601N/APCSCOUTING IN WYOMING$15,000
ALLIANCE FOR CHOICE IN EDUCATION
PO BOX 300129DENVERCO80203N/APCK-12 SCHOLARSHIPS FOR KIDS$20,000
AMERICAN CANCER SOCIETY
PO BOX 20390CHEYENNEWY820037009N/APCRELAY FOR LIFE/CANCER RESEARCH$10,000
GIRL SCOUTS OF MONTANA AND WYOMING
2303 GRAND AVENUEBILLINGSMT59102N/APCSTEM VAN ON TOUR 2024$10,000
FEEDING FAMILES FOUNDATION INC
PO BOX 361NORTH HAVENCT06473N/APCPILOT PROGRAM IMLEMENTATION$9,500
GIRLS ON THE RUN WYOMING
229 STOREY BLVDCHEYENNEWY82009N/APCGOTR WY - SCHOLARSHIP SUPPORT$2,500
BOYS AND GIRLS CLUB OF CENTRAL WYOMING
1701 EAST K STREETCASPERWY82601N/APCOPERATIONAL SUPPORT FOR WYOTOWNE AND PROJECT LEARN$20,000
BUFFALO BILL CENTER OF THE WEST
720 SHERIDAN AVENUECODYWY82414N/APCBUFFALO BILL CENTER FOR THE WEST - GENERAL OPERATIONS$3,000
EVERGREEN CHRISTIAN OUTREACH (ECHO)
27888 MEADOW DRIVEEVERGREENCO80439N/APCGENERAL FUND$5,000
CASPER AMATEUR HOCKEY LEAGUE
PO BOX 2562CASPERWY82602N/APC2ND SHEET OF ICE - WOLD ICE RINK$250,000
CASPER AMATEUR HOCKEY LEAGUE
PO BOX 2562CASPERWY82602N/APCJOHN WOLD CUP$5,000
CASPER CIVIC CHORALE
PO BOX 50953CASPERWY82609N/APC2023-2024 CONCERT SEASON$1,200
CASPER CHASE FALLEN SOLDIERS MEMORIAL 5K
PO BOX 52116CASPERWY82605N/APCCASPER CHASE FALLEN SOLDIERS SCHOLARSHIPS$500
CHAMINADE HIGH SCHOOL DEVELOPMENT FUND
340 JACKSON AVEMINEOLANY115012441N/APCCHAMINADE HIGH SCHOOL TORCH FUND$5,000
CASPER COLLEGE FOUNDATION & ALUMNI ASSOCIATION
125 COLLEGE DRIVECASPERWY82601N/ASO III FIMARLA AND PETER WOLD HEALTH SCIENCES$6,000
CASPER COLLEGE FOUNDATION & ALUMNI ASSOCIATION
125 COLLEGE DRIVECASPERWY82601N/ASO III FIHELP YOURSELF ACADEMY$15,000
CENTRAL WYOMING HOSPICE
319 S WILSONCASPERWY82601N/APCDONATION TO HOSPICE - CHARITY CARE FOR LOW TO MODERATE INCOME HOSPICE PATIENTS$50,000
CASPER DOWNTOWN DEVELOPMENT AUTHORITY
139 W 2ND STREET STE 3CCASPERWY82601N/APCDAVID STREET STATION-GENERAL OPERATIONS$20,000
CHEYENNE FRONTIER DAYS OLD WEST MUSEUM
PO BOX 2720CHEYENNEWY82003N/APCBECOME A LEGEND - GENERAL FUND$2,500
CHILDREN'S HOSPITAL COLORADO FOUNDATION
13123 E 16TH AVENUE BOX 045AURORACO80045N/APCGENERAL FUNDS - PADDLE RAISE$10,500
CHILDREN'S HOSPITAL COLORADO FOUNDATION
13123 E 16TH AVENUE BOX 045AURORACO80045N/APCPROTON THERAPY$35,000
CHILDREN'S HOSPITAL COLORADO FOUNDATION
13123 E 16TH AVENUE BOX 045AURORACO80045N/APCPROTON THERAPY$445,000
CHURCH OF THE ASCENSION
600 GILPIN STREETDENVERCO80218N/APCGENERAL SUPPORT$11,500
CHILDREN'S ONCOLOGY SERVIES OF MA INC-THE BOSTON HOUSE
229 KENT STREETBROOKLINEMA02466N/APCGENERAL OPERATIONS$1,000
CHURCH OF THE ASCENSION
600 GILPIN STREETDENVERCO80218N/APCGENERAL SUPPORT$5,000
CHURCH OF THE ASCENSION
600 GILPIN STREETDENVERCO80218N/APCGENERAL OPERATING$1,000
CHURCH OF THE ASCENSION
600 GILPIN STREETDENVERCO80218N/APCGENERAL SUPPORT$7,000
CLIMB WYOMING - NATRONA COUNTY
632 S DAVID STCASPERWY82601N/APCSERVING CASPER AREA LOW-INCOME SINGLE MOTHER FAMILES MOST IN NEED$6,500
COLORADO HOMEOWNERSHIP COALITION
8200 S QUEBEC STE STE A3-743CENTENNIALCO80112N/APCMORTGAGE ASSISTANCE PROGRAMPATHWAY TO BILITERACY$2,000
COLORADO STATE UNIVERSITY FOUNDATION
PO BOX 1870FORT COLLINSCO80522N/ASO III FICOLLEGE OF NATURAL SCIENCES STRATEGIC INITIATIVE - PETER & MARLA WOLD$5,000
DUCKS UNLIMITED - COLORADO
ONE WATERFOUL WAYMEMPHISTN381202351N/APCGENERAL OPERATIONS$5,000
EASTER ISLAND FOUNDATION
PO BOX 6774LOS OSOSCA934126774N/APCEIF SCHOLARSHIP AND EDUCATION PROJECTS$10,000
DUCKS UNLIMITED
ONE WATERFOUL WAYMEMPHISTN381202351N/APCCONSERVATION$10,000
EASTER ISLAND FOUNDATION
PO BOX 2284SANTA MARIACA93457N/APCEIF SCHOLARSHIP AND EDUCATION PROJECTS$10,000
FIRST PLYMOUTH LEARNING CENTER
3501 S COLORADO BLVDENGLEWOODCO80113N/APCGENERAL OPERATING$7,000
FLATIRONS COMMUNITY CHURCH INC
400 W SOUTH BOULDER RD STE 1700LAFAYETTECO80026N/APCNEXTGEN HUMAN SERVICES AND YOUTH PROGRAMS$5,000
GEORGE C FRISON INSTITUTE OF ARCHAEOLOGY AND ANTHROPOLOGY
222 SOUTH 2ND STREETLARAMIEWY82070N/ASO III FIWOLD FAMILY 2021 GEORGE FRISON INSTITUTE$2,000
GRALAND COUNTRY DAY SCHOOL
55 CLERMONT STREETDENVERCO80220N/APCANNUAL FUND$3,500
GRALAND COUNTRY DAY SCHOOL
55 CLERMONT STREETDENVERCO80220N/APCANNUAL FUND$10,000
HILLSDALE COLLEGE
33 EAST COLLEGE STHILLSDALEMI49242N/ASO III FIGENERAL OPERATIONS$1,000
HOOFPRINTS OF THE PAST MUSEUM
PO BOX 114KAYCEEWY82639N/APCPROJECT - STORAGE AND PROJECT WORKSPACE$1,000
JASON'S FRIENDS FOUNDATION
340 WEST B STREET SUITE 101CASPERWY82601N/APCGENERAL FUND - PROJECT - CAMP COURAGE WY$5,000
GRALAND COUNTRY DAY SCHOOL
55 CLERMONT STREETDENVERCO80220N/APCANNUAL FUND$3,500
JOHNSON COUNTY FRIEND FEEDING FRIENDS
PO BOX 314BUFFALOWY82834N/APCKAYCEE ACTIVITES MEAL PROJECT$2,500
KELLY WALSH HIGH SCHOOL LAST BLAST
1911 NEWPORTCASPERWY82609N/APCGENERAL FUND$500
KIWANAS CLUB OF CASPER FOUNDATION
PO BOX 272CASPERWY826020272N/APCGENERAL FUND - PANCAKE BREAKFAST$250
MINDS MATTER OF PORTLANS
PO BOX 12089PORTLANDOR97212N/APCON CAMPUS SUMMER PROGRAM EXPERIENCES$5,000
MOUNTAIN STATES LEGAL FOUNDATION
2596 SOUTH LEWIS WAYLAKEWOODCO80227N/APCGENERAL FUND$50,000
MOUNTAIN STATES LEGAL FOUNDATION
2596 SOUTH LEWIS WAYLAKEWOODCO80227N/APCGENERAL FUND$6,000
SETON HOUSE
PO BOX 1557CASPERWY82602N/APCGENERAL FUND$2,500
NATIONAL WESTERN STOCK SHOW
4655 HUMBOLDT STDENVERCO80216N/APCYOUNG GUNS$5,000
NATIONAL WESTERN STOCK SHOW
4655 HUMBOLDT STDENVERCO80216N/APCCATCH A CALF$7,000
THE BRINTON MUSEUM
PO BOX 460BIG HORNWY82833N/APCGENERAL FUND$1,000
NATIONAL WESTERN STOCK SHOW - SCHOLARSHIP TRUST
4655 HUMBOLDT STDENVERCO80216N/APCCITIZEN OF THE WEST WRANGLER DONATION$1,500
NATIONAL WESTERN STOCK SHOW - SCHOLARSHIP TRUST
4655 HUMBOLDT STDENVERCO802162818N/APCJUNIOR LIVESTOCK AUCTION SCHOLARSHIP$5,000
NATRONA COUNTY LIBRARY FOUNDATION
307 E 2ND STCASPERWY82601N/APCLIBRARY PROGRAMMING$5,000
NATRONA COUNTY HIGH SCHOOL LAST BLAST
930 S ELM STCASPERWY82601N/APCGENERAL FUND - LAST BLAST$500
OUR CAMP INC
PO BOX 51353CASPERWY82605N/APCSUMMER CAMP$2,500
PLANNED PARENTHOOD OF THE ROCKY MOUNTAINS
7155 E 38TH AVEDENVERCO80207N/APCPATIENT ASSISTANCE FUND$13,500
OREGON HEALTH & SCIENCE UNIVERSITY FOUNDATION
1121 SW SALMON ST STE 100PORTLANDOR972052021N/APCROBERTSON SHCOLARSHIPS FOR GLOBAL HEALTH IN SE ASIA$5,000
OREGON HEALTH & SCIENCE UNIVERSITY FOUNDATION
1121 SW SALMON ST STE 100PORTLANDOR972052021N/APCCEI WOLD FAMILY MACULAR DEGENERATION CENTER - NEW OCTA DEVICE$750,000
OREGON HEALTH & SCIENCE UNIVERSITY FOUNDATION
1121 SW SALMON ST STE 100PORTLANDOR972052021N/APCWOLD FAMILY CHAIR IN OPHLATHALMIC IMAGING$58,000
OREGON SYMPHONY
921 SW WASHINGTON STE 200PORTLANDOR97205N/APCGENERAL OPERATING SUPPORT$50,000
PLANNED PARENTHOOD OF THE ROCKY MOUNTAINS
7155 E 38TH AVEDENVERCO80207N/APCREPRODUCTIVE HEALTH ACCESS OUTREACH IN WYOMING$15,000
RONALD MCDONALD HOUSE CHARITIES - INTERMOUNTAIN AREA
935 E SOUTH TEMPLESALT LAKE CITYUT84102N/APCHOUSING & RESPITE PROGRAM$5,000
PLANNED PARENTHOOD OF THE ROCKY MOUNTAINS
7155 E 38TH AVEDENVERCO80207N/APCPWNA OPERATION & PROGRAM SUPPORT$13,500
SELF HELP CENTER INC
PO BOX 126EVANSVILLEWY82636N/APCGENERAL FUND$1,000
SMITH FAMILY BUSINESS INITIATIVE
2488 SAGE HILLITHACANY14853N/APCSMITH FAMILY BUSINESS STUDENT EXPERIENTIAL FUND$5,000
SOCIETY OF PETROLEUM ENGINEERS - WYOMING PETROLEUM SECTION
PO BOX 2154CASPERWY82602N/APCGENERAL FUND$500
PRAGER UNIVERSITY FOUNDATION
15021 VENTURA BLVD 552SHERMAN OAKSCA91403N/APCPRAGER U KIDS$20,000
RISE AND SHINE DBA KAYCEE KIDS
PO BOX 133KAYCEEWY82639N/APCSCHOLARSHIP FUND$13,000
SPECIAL OLYMPICS OF WYOMING INC
239 W 1ST STREETCASPERWY82601N/APCGENERAL OPERATING FUND$3,000
SPORTSMEN'S TENNIS AND ENRICHMENT CENTER
950 BLUE HILL AVEDORCHESTERMA02124N/APCGENERAL FUND$2,500
ST MARK'S EPISCOPAL CHURCH
701 S WOLCOTTCASPERWY82601N/APCGENERAL FUND - HEART TO HANDS$5,000
RONALD MCDONALD HOUSE CHARITIES - INTERMOUNTAIN AREA
1300 EAST 21ST AVENUEDENVERCO802055218N/APCSUPPORT FOR WYOMING FAMILIES AT RONALD MCDONALD HOUSE$5,000
ST MARK'S EPISCOPAL CHURCH
701 S WOLCOTTCASPERWY82601N/APCGENERAL OPERATIONS$6,500
THE SALVATION ARMY
625 S JEFFERSON STREETCASPERWY82601N/APCGENERAL FUND - WYSTEPUP$20,000
SCHOOL IN THE WOODS MONTESSORI SCHOOL
4176 E FLORIDA AVEDENVERCO80222N/APCGENERAL FUND$5,000
THE TAFT SCHOOL
110 WOODBURY ROADWATERTOWNCT06795N/APCWOLD FAMILY CHAIR IN ENVIRONMENTAL STUDIES & TAFT ANNUAL FUND$50,000
SHERIDAN COUNTY SCHOOL DISTRICT #1 EARLY CHILHOOD PROGRAMS
PO BOX 819RANCHESTERWY82839N/APCSOCIAL EMOTIONAL LEARNING$5,000
TWO FLY FOUNDATION
PO BOX 50338CASPERWY82605N/APCGENERAL FUND$15,000
UNIVERSITY OF TEXAS - MD ANDERSON CANCER CENTER
PO BOX 301439HOUSTONTX772301439N/APCADENOID CYSTIC CARCINOMA RESEARCH$6,000
UNIVERSITY OF WYOMING ALUMNI ASSOCIATION
1000 E UNIV AVE DEPT 3431LARAMIEWY82070N/APCWOLD FAMILY SCHOLARSHIP PROGRAM$5,000
UNIVERSITY OF WYOMING FOUNDATION
1000 E UNIV AVE DEPT 3431LARAMIEWY82070N/ASO III FISTUDENT SUCCESS AT THE UNVERSITY OF WYOMING$50,000
WESTMINSTER SCHOOL
995 HOPMEADOW STREETSIMSBURYCT06070N/APCGENERAL FUND$2,000
WESTMINSTER SCHOOL
995 HOPMEADOW STREETSIMSBURYCT06070N/APCGENERAL FUND$5,000
WILLISTON NORTHAMPTON SCHOOL
19 PAYSON AVENUEEASTHAMPTONMA01027N/APCGENERAL FUND$15,000
WILLISTON NORTHAMPTON SCHOOL
19 PAYSON AVENUEEASTHAMPTONMA01027N/APCGENERAL FUND$35,000
WILLISTON NORTHAMPTON SCHOOL
19 PAYSON AVENUEEASTHAMPTONMA01027N/APCGENERAL FUND$25,000
WYO COMPLEX DBA WYO SPORTS RANCH
PO BOX 1907CASPERWY82602N/APCWOLD TURF FIELD #1$250,000
WYO FOOD BANK OF THE ROCKIES
PO BOX 1540EVANSVILLEWY82636N/APCGENERAL FUNE - FIGHTING HUNGER, FEEDING HOPE$25,000
SHERIDAN WYO RODEO INC
PO BOX 742SHERIDANWY82801N/APCSHERIDAN WYO RODEO WRANGLERS$5,000
WYOMING AGRICULTURE IN THE CLASSROOM
PO BOX 347CHEYENNEWY82003N/APCGENERAL FUND - WYOMING STEWARDSHIP PROGRAM$10,000
WYOMING ASSOCIATION FOR CAREER AND TECHNICAL EDUCATION
PO BOX 643BIG HORNWY82833N/APCINSPIRING TOMORROW'S WORKFORCE TODAY$1,000
TETON SCIENCE SCHOOL
700 COYOTE CANYON ROADJACKSONWY83001N/APCWYOMING STUDENT LEADERSHIP PROGRAM$50,000
ROOTED IN WYOMING
PO BOX 382SHERIDANWY82801N/APCRIW SPRING BUILD$10,000
THE NICOLAYSEN ART MUSEUM
400 E COLLINSCASPERWY82601N/APCANNUAL SUPPORT$7,500
YMCA OF NATRONA COUNTY
1611 CASPER MOUNTAIN ROADCASPERWY82601N/APCSPLASH$12,500
UNIVERSITY OF TEXAS - MD ANDERSON CANCER CENTER
PO BOX 301407HOUSTONTX772301407N/APCGENERAL FUND$15,000
UNIVERSITY OF TEXAS - MD ANDERSON CANCER CENTER
PO BOX 301407HOUSTONTX772301407N/APCGENERAL FUND - CANCER BOOT WALK$3,000
UNIVERSITY OF WYOMING
222 SOUTH 22ND STREETLARAMIEWY82070N/APCGENERAL FUND - SCHOOL OF ENERGY RESOURCES$775
UNIVERSITY OF WYOMING
222 SOUTH 22ND STREETLARAMIEWY82070N/APCGENERAL FUND - GEOLOGY SCHOLARSHIP$3,700
UNIVERSITY OF WYOMING FOUNDATION
222 SOUTH 22ND STREETLARAMIEWY82070N/APCGENERAL FUND - WOLD FAMILY RANCH MANAGEMENT AND COLLEGE OF AG LEADERSHIP FUND$5,000
STANLY BRITISH PRIMARY SCHOOL
350 QUEBEC STDENVERCO80230N/APCGENERAL FUND$10,000
KAYCEE SENIOR HOUSING
PO BOX 372KAYCEEWY82639N/APCGENERAL FUND$1,000
KAYCEE KINDERBOOST
PO BOX 208KAYCEEWY82639N/APCGENERAL FUND$5,000
YOUTH CRISIS CENTER
1656 EAST 12TH STREETCASPERWY82601N/APCGENERAL FUND$2,500
WYOMING RESCUE MISSION
PO BOX 2030CASPERWY82602N/APCGENERAL FUND$10,000
WYOMING SYMPHONY ORCHESTRA
225 SOUTH DAVID ST STE 1CASPERWY82601N/APCCHILDREN'S PROGRAM; PART OF MUSIC ON THE MOVE$6,000
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$2,800,253TotalGrantOrContriPdDurYrAmt
Total Grant Or Contri Apprv Fut$0TotalGrantOrContriApprvFutAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$533ExclusionAmt

Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$1,381,724ExclusionAmt

Other Investment Income OtherInvestmentIncomeGrp

FieldValueIRS element (for citing)
Exclusion15ExclusionCd
Exclusion$413,137ExclusionAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Exclusion18ExclusionCd
Exclusion$2,180,605ExclusionAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Unrelated Business Taxbl Incm$0UnrelatedBusinessTaxblIncmAmt
Exclusion$3,975,999ExclusionAmt
Related Or Exempt Function Incm$0RelatedOrExemptFunctionIncmAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$3,975,999TotalIncomeProducingActyAmt

Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp

FieldValueIRS element (for citing)
Trnsfr Of Cash To Nonchrtbl EO0TrnsfrOfCashToNonchrtblEOInd
Trnsfr Other Asset Nonchrtbl EO0TrnsfrOtherAssetNonchrtblEOInd
Sales Or Exchanges Of Assets0SalesOrExchangesOfAssetsInd
Purchase Of Assets Nonchrtbl EO0PurchaseOfAssetsNonchrtblEOInd
Rental Of Facilities Oth Assets0RentalOfFacilitiesOthAssetsInd
Reimbursement Arrangements0ReimbursementArrangementsInd
Loans Or Loan Guarantees0LoansOrLoanGuaranteesInd
Performance Of Services Etc0PerformanceOfServicesEtcInd
Sharing Of Facilities Etc0SharingOfFacilitiesEtcInd
Relationships Nonchrtbl EO0RelationshipsNonchrtblEOInd

Accounting Fees Schedule AccountingFeesSchedule

Accounting Fees Detail AccountingFeesDetail

FieldValueIRS element (for citing)
CategoryTAX PREPARATIONCategoryTxt
Amt$4,769Amt
Net Investment Income$0NetInvestmentIncomeAmt
Disbursements Charitable Prps$0DisbursementsCharitablePrpsAmt

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp

FieldValueIRS element (for citing)
StockSEE ATTACHED SCHEDULE AStockNm
EOY Book Value$44,556,945EOYBookValueAmt
EOYFMV$49,333,007EOYFMVAmt

Investments Other Schedule2 InvestmentsOtherSchedule2

Investments Other InvestmentsOtherGrp (4 entries)

Category Or ItemCategoryOrItemTxtListed At Cost Or FMVListedAtCostOrFMVCdBook ValueBookValueAmtEOYFMVEOYFMVAmt
INVESTMENT IN UNIVERSITY ENDOWMENT FUND PARTNERSHIPAT COST$54,165$54,165
OIL & GAS LEASE INTERESTAT COST$529,227$529,227
TRONA LEASE ORRAT COST$64,775$159,157
URANIUM LEASE ORRAT COST$313$313

Other Assets Schedule OtherAssetsSchedule

Other Assets Schedule OtherAssetsScheduleGrp

FieldValueIRS element (for citing)
DescSOFTWAREDesc
BOY Book Value$438BOYBookValueAmt

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp (8 entries)

DescDescRevenue And Expenses Per BooksRevenueAndExpensesPerBooksAmtNet Investment IncomeNetInvestmentIncomeAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
OFFICE EXPENSES$5,245$2,622$2,623
OTHER ROYALTY EXPENSES - OIL & GAS$12,261$12,261$0
UNIVERSITY ENDOWMENT FUND K-1, LINE 13L - ROYALTY EXP$3,261$3,261$0
UNIVERSITY ENDOWMENT FUND K-1, DEPLETION$8$8$0
LEGAL EXPENSES$3,840$0$0
EDUCATION SEMINARS/TRAINING$12,007$0$0
PENALTIES AND NONDEDUCTIBLE EXP$1,543$0$0
AMORTIZATION$438$0$438

Other Income Schedule2 OtherIncomeSchedule2

Other Income Detail OtherIncomeDetail (3 entries)

DescDescRevenue And Expenses Per BooksRevenueAndExpensesPerBooksAmtNet Investment IncomeNetInvestmentIncomeAmtAdjusted Net IncomeAdjustedNetIncomeAmt
OIL & GAS ROYALTIES$401,770$401,770$401,770
UNIVERSITY ENDOWMENT FUND K-1, LINE 7 ROYALTIES$10,041$10,041$10,041
COAL ROYALTIES$1,326$1,326$1,326

Other Professional Fees Schedule OtherProfessionalFeesSchedule

Other Professional Fees Detail OtherProfessionalFeesDetail (2 entries)

CategoryCategoryTxtAmtAmtNet Investment IncomeNetInvestmentIncomeAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
INVESTMENT MANAGEMENT FEES$394,480$394,480$0
PAYROLL OUTSOURCE FEES$1,648$0$1,648

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail (5 entries)

CategoryCategoryTxtAmtAmtNet Investment IncomeNetInvestmentIncomeAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
WYOMING ANNUAL CORP TAX$27$0$0
PRODUCTION TAXES ON OIL AND GAS$43,444$43,444$0
UNIVERSITY ENDOWMENT FUND K-1, LINE 13W-UTAH ST INC TAX$264$0$0
EXCISE TAX$5,000$0$0
PAYROLL TAXES$8,749$0$8,749