WYOMING PHILANTHROPIC TRUST INC: Form 990PF, tax year 2022
View the entire original 990 at ProPublica ↗
- Organization
- WYOMING PHILANTHROPIC TRUST INC (EIN 59-2290272)
- Tax period
- 2022-01-01 to 2022-12-31
- Filed
- 2023-08-28
- IRS object ID
- 202322409349100002
- 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
- Investments Corp Bonds Schedule
- Investments Corp Stock Schedule
- Investments Other Schedule2
- Other Assets Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Other Notes Loans Rcvbl Short Sch2
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2023-08-28T06:40:33-04:00 | ReturnTs |
| Tax Period End | 2022-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 453768259 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | MARTINBROWN CPAS & ADVISORS | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3411 TAMIAMI TRAIL NORTH SUITE 201 | AddressLine1Txt |
| City | NAPLES | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 34103 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2022-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 592290272 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | WYOMING PHILANTHROPIC TRUST INC | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | WYOM | BusinessNameControlTxt |
| Phone | 2393846400 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 999 VANDERBILT BEACH ROAD STE 703 | AddressLine1Txt |
| City | NAPLES | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 34108 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | WILLIAM THOMAS | PersonNm |
| Person Title | EXEC VP, TREASURER | PersonTitleTxt |
| Phone | 2393846461 | PhoneNum |
| Signature | 2023-05-10 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | WILLIAM | PersonFirstNm |
| Person Last | THOMAS | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | 999009999 | SSN |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | Yes (true) | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | DANIEL J BROWN CPA | PreparerPersonNm |
| PTIN | P00839712 | PTIN |
| Phone | 2392548306 | PhoneNum |
| Preparation | 2023-08-28 | PreparationDt |
| 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 | $9,181,792 | 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 |
| Dividends Rev And Expnss | $194,771 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $194,771 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | -$273,470 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $2,643,113 | GrossSalesPriceAmt |
| Other Income Rev And Expnss | $1,363 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $1,363 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | -$77,336 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $196,134 | TotalNetInvstIncmAmt |
| Accounting Fees Rev And Expnss | $10,831 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $5,416 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $5,415 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $11,536 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $11,536 | OtherProfFeesNetInvstIncmAmt |
| Taxes Rev And Expnss | $5,095 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $2,641 | TaxesNetInvstIncmAmt |
| Other Expenses Rev And Expnss | $70 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Dsbrs Chrtbl | $70 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $27,532 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $19,593 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $5,485 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $297,000 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $297,000 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $324,532 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $19,593 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $302,485 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$401,868 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $176,541 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $65,970 | CashBOYAmt |
| Cash EOY | $50,987 | CashEOYAmt |
| Cash EOYFMV | $50,987 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $99,948 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $156,169 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $156,169 | SavAndTempCashInvstEOYFMVAmt |
| Other Nts And Loans Rcvbl | $232,500 | OtherNtsAndLoansRcvblAmt |
| Other Nts And Loans Rcvbl BOY | $232,500 | OtherNtsAndLoansRcvblBOYAmt |
| Other Nts And Loans Rcvbl EOY | $232,500 | OtherNtsAndLoansRcvblEOYAmt |
| Other Nts And Loans Rcvbl EOYFMV | $232,500 | OtherNtsAndLoansRcvblEOYFMVAmt |
| Prepaid Expenses BOY | $10,719 | PrepaidExpensesBOYAmt |
| Prepaid Expenses EOY | $8,265 | PrepaidExpensesEOYAmt |
| Prepaid Expenses EOYFMV | $8,265 | PrepaidExpensesEOYFMVAmt |
| Corporate Stock BOY | $5,053,483 | CorporateStockBOYAmt |
| Corporate Stock EOY | $3,274,770 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $3,313,345 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $2,752,915 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $2,987,855 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $2,490,473 | CorporateBondsEOYFMVAmt |
| Other Investments BOY | $1,753,826 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $2,863,034 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $2,929,553 | OtherInvestmentsEOYFMVAmt |
| Other Assets BOY | $6,587 | OtherAssetsBOYAmt |
| Other Assets EOY | $500 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $500 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $9,975,948 | TotalAssetsBOYAmt |
| Total Assets EOY | $9,574,080 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $9,181,792 | TotalAssetsEOYFMVAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $399,946 | CapitalStockBOYAmt |
| Capital Stock EOY | $399,946 | CapitalStockEOYAmt |
| Retained Earning BOY | $9,576,002 | RetainedEarningBOYAmt |
| Retained Earning EOY | $9,174,134 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $9,975,948 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $9,574,080 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $9,975,948 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $9,574,080 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $9,975,948 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$401,868 | ExcessRevenueOverExpensesAmt |
| Subtotal | $9,574,080 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $9,574,080 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (2 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|
| SEE ATTACHED - NORTHERN TRUST 4597 | P | $153,458 | $183,044 | -$29,586 | -$29,586 |
| SEE ATTACHED - NORTHERN TRUST 4597 | P | $2,389,676 | $2,733,539 | -$343,863 | -$343,863 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | -$273,470 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $2,454 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $2,454 | SubtotalAmt |
| Tax Based On Investment Income | $2,454 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $10,719 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $10,719 | TotalPaymentsAndCreditsAmt |
| Overpayment | $8,265 | OverpaymentAmt |
| Applied To ES Tax | $8,265 | AppliedToESTaxAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | false | LegislativePoliticalActyInd |
| More Than100 Spent | false | MoreThan100SpentInd |
| Form1120 POL Filed | false | Form1120POLFiledInd |
| Activities Not Previously Rpt | false | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | false | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | false | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | false | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (true) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (true) | AtLeast5000InAssetsInd |
| Org Report Or Register State | FL | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (true) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | false | PrivateOperatingFoundationInd |
| New Substantial Contributors | false | NewSubstantialContributorsInd |
| Own Controlled Entity | false | OwnControlledEntityInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (true) | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | VALLEY RANCH PARTNERS | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 2393846400 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 999 VANDERBILT BEACH ROAD STE 703 | AddressLine1Txt |
| City | NAPLES | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 34108 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | false | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | false | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | false | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | false | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | false | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | false | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | false | PaymentToGovernmentOfficialInd |
| Uncorrected Prior Acts | false | UncorrectedPriorActsInd |
| Undistributed Income PY | false | UndistributedIncomePYInd |
| Business Holdings | false | BusinessHoldingsInd |
| Jeopardy Investments | false | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | false | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | false | InfluenceLegislationInd |
| Influence Election | false | InfluenceElectionInd |
| Grants To Individuals | false | GrantsToIndividualsInd |
| Grants To Organizations | false | GrantsToOrganizationsInd |
| Noncharitable Purpose | false | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | false | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (5 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 |
|---|---|---|---|---|---|---|---|---|
| BARRON G COLLIER II | ||||||||
| 999 VANDERBILT BEACH ROAD STE 703 | NAPLES | FL | 34108 | PRESIDENT & | 1.00 | $0 | $0 | $0 |
| LAURA IU COLLIER | ||||||||
| 999 VANDERBILT BEACH ROAD STE 703 | NAPLES | FL | 34108 | DIRECTOR | 1.00 | $0 | $0 | $0 |
| ROBERT C ZUNDEL JR | ||||||||
| 999 VANDERBILT BEACH ROAD STE 703 | NAPLES | FL | 34108 | EXEC VP & DI | 1.00 | $0 | $0 | $0 |
| TAMMY L ROWE | ||||||||
| 999 VANDERBILT BEACH ROAD STE 703 | NAPLES | FL | 34108 | SECRETARY | 1.00 | $0 | $0 | $0 |
| WILLIAM THOMAS | ||||||||
| 999 VANDERBILT BEACH ROAD STE 703 | NAPLES | FL | 34108 | EXEC VP, TRE | 1.00 | $0 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | N/A | Description1Txt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $9,364,469 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $145,311 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $232,500 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $9,742,280 | TotalFMVOfUnusedAssetsAmt |
| Adjusted Total FMV Of Unused Ast | $9,742,280 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $146,134 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $9,596,146 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $479,807 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $479,807 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $2,454 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $2,454 | TotalTaxAmt |
| Distributable Before Adj | $477,353 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $477,353 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $477,353 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $302,485 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $302,485 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $477,353 | DistributableAsAdjustedAmt |
| Excess Distribution Cyov Yr5 | $543,365 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $338,077 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr2 | $3,089,603 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $663,556 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $4,634,601 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $302,485 | QualifyingDistributionsAmt |
| Applied To Current Year | $302,485 | AppliedToCurrentYearAmt |
| Excess Distri Cyov App CY Corpus | $174,868 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $174,868 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $4,459,733 | TotalCorpusAmt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov From Yr5 | $368,497 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $4,091,236 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $338,077 | ExcessFromYear4Amt |
| Excess From Year2 | $3,089,603 | ExcessFromYear2Amt |
| Excess From Year1 | $663,556 | ExcessFromYear1Amt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | BARRON G COLLIER II | ContributingManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (8 entries)
| Business Name Line2RecipientBusinessName/BusinessNameLine2Txt | Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line2RecipientUSAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|---|---|---|
| BUFFALO BILL MEMORIAL ASSOCIATION | |||||||||
| DBA BUFFALO BILL CENTER OF THE WEST | 720 SHERIDAN AVENUE | CODY | WY | 824143428 | NONE | PC | ANNUAL FUND | $23,500 | |
| CODY REGIONAL HEALTH FOUNDATION | |||||||||
| 1108 14TH STREET 422 | CODY | WY | 82414 | NONE | PC | GENERAL SUPPORT | $42,500 | ||
| MUSEUM TRUSTEE ASSOCIATION | |||||||||
| 211 E LOMBARD ST STE 179 | BALTIMORE | MD | 21202 | NONE | PC | GENERAL SUPPORT | $56,000 | ||
| SALISBURY SCHOOL INC | |||||||||
| 251 CANAAN ROAD | SALISBURY | CT | 06068 | NONE | PC | ANNUAL FUND | $20,000 | ||
| THE NATURE CONSERVANCY | |||||||||
| 258 MAIN STREET | LANDER | WY | 82520 | NONE | PC | ANNUAL FUND | $20,000 | ||
| UNIVERSITY OF WYOMING FOUNDATION | |||||||||
| 222 SOUTH 22ND STREET | LARAMIE | WY | 82070 | NONE | PC | AKS LAW CENTER | $50,000 | ||
| LEGACY PHILANTHROPY WORKS | |||||||||
| 521 SANTA BARBARA STREET | SANTA BARBARA | CA | 93101 | NONE | PC | GENERAL SUPPORT | $50,000 | ||
| JACKSON HOLE LAND TRUST | |||||||||
| 690 S HIGHWAY 89 | JACKSON | WY | 83001 | NONE | PC | GENERAL SUPPORT | $35,000 | SUITE 101 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $297,000 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $194,771 | ExclusionAmt |
Other Investment Income OtherInvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $1,363 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | -$273,470 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | -$77,336 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | -$77,336 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | false | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | false | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | false | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | false | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | false | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | false | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | false | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | false | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | false | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | false | RelationshipsNonchrtblEOInd |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | TAX CONSULTING & PREPARATION | CategoryTxt |
| Amt | $10,831 | Amt |
| Net Investment Income | $5,416 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $5,415 | DisbursementsCharitablePrpsAmt |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond | CORPORATE BONDS | BondNm |
| EOY Book Value | $2,987,855 | EOYBookValueAmt |
| EOYFMV | $2,490,473 | EOYFMVAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | CORPORATE STOCKS | StockNm |
| EOY Book Value | $3,274,770 | EOYBookValueAmt |
| EOYFMV | $3,313,345 | EOYFMVAmt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category Or Item | EQUITY EXCHANGE TRADED FUNDS | CategoryOrItemTxt |
| Listed At Cost Or FMV | AT COST | ListedAtCostOrFMVCd |
| Book Value | $2,863,034 | BookValueAmt |
| EOYFMV | $2,929,553 | EOYFMVAmt |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | OTHER RECEIVABLE | Desc |
| BOY Book Value | $6,587 | BOYBookValueAmt |
| EOY Book Value | $500 | EOYBookValueAmt |
| EOYFMV | $500 | EOYFMVAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|
| EXPENSES | ||
| ANNUAL REPORT | $70 | $70 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | NORTHERN TRUST - ACCT 4597 | Desc |
| Revenue And Expenses Per Books | $1,363 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $1,363 | NetInvestmentIncomeAmt |
Other Notes Loans Rcvbl Short Sch2 OtherNotesLoansRcvblShortSch2
Other Notes Loans Rcvbl Short OtherNotesLoansRcvblShortGrp
Organization501c3 Name Organization501c3Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | OTHER LOANS RECEIVABLE | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Balance Due | $232,500 | BalanceDueAmt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | INVESTMENT MANAGEMENT FEES - 459 | CategoryTxt |
| Amt | $11,536 | Amt |
| Net Investment Income | $11,536 | NetInvestmentIncomeAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|
| FOREIGN TAX PAID - NORTHERN TR 4 | $2,641 | $2,641 |
| NET INVESTMENT EXCISE TAX | $2,454 |