BRADFORD S MEAD AND KATHERINE L MEAD CHARITABLE FOUNDATION: Form 990PF, tax year 2022

View the entire original 990 at ProPublica ↗

Organization: BRADFORD S MEAD AND KATHERINE L MEAD CHARITABLE FOUNDATION (EIN 20-6436522)
Tax period: 2022-01-01 to 2022-12-31
Filed: 2023-11-13
IRS object ID: 202313179349101006
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
Expln Of Non Filing With AG Stmt
Investments Corp Bonds Schedule
Investments Corp Stock Schedule
Investments Govt Obligations Sch
Investments Other Schedule2
Other Decreases Schedule
Other Expenses Schedule
Other Increases Schedule

Return header ReturnHeader

Field	Value	IRS element (for citing)
Return	2023-11-13T10:02:56-06:00	ReturnTs
Tax Period End	2022-12-31	TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

Field	Value	IRS element (for citing)
Preparer Firm EIN	830254900	PreparerFirmEIN

Preparer Firm Name PreparerFirmName

Field	Value	IRS element (for citing)
Business Name Line1	SUMMIT WEST CPA GROUP PC	BusinessNameLine1Txt

Preparer US Address PreparerUSAddress

Field	Value	IRS element (for citing)
Address Line1	945 LINCOLN ST	AddressLine1Txt
City	LANDER	CityNm
State Abbreviation	WY	StateAbbreviationCd
ZIP	82520	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	206436522	EIN

Business Name BusinessName

Field	Value	IRS element (for citing)
Business Name Line1	BRAD S & KATHERINE L MEAD CHARITABLE	BusinessNameLine1Txt
Business Name Line2	FOUNDATION	BusinessNameLine2Txt

Field	Value	IRS element (for citing)
Business Name Control	BRAD	BusinessNameControlTxt
Phone	3077330166	PhoneNum

US Address USAddress

Field	Value	IRS element (for citing)
Address Line1	PO BOX 1809	AddressLine1Txt
City	JACKSON	CityNm
State Abbreviation	WY	StateAbbreviationCd
ZIP	83001	ZIPCd

Business Officer BusinessOfficerGrp

Field	Value	IRS element (for citing)
Person	BRADFORD S MEAD	PersonNm
Person Title	TRUSTEE	PersonTitleTxt
Phone	3077330166	PhoneNum
Signature	2023-11-05	SignatureDt
Discuss With Paid Preparer	Yes (1)	DiscussWithPaidPreparerInd

Signing Officer SigningOfficerGrp

Person Full Name PersonFullName

Field	Value	IRS element (for citing)
Person First	BRADFORD	PersonFirstNm
Person Last	MEAD	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	SARAH L SWEENEY CPA	PreparerPersonNm
PTIN	P00363170	PTIN
Phone	3073324545	PhoneNum

Additional Filer Information AdditionalFilerInformation

Trusted Customer TrustedCustomerGrp

Field	Value	IRS element (for citing)
Trusted Customer	2	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	$645,007	FMVAssetsEOYAmt
Method Of Accounting Cash	Yes (X)	MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

Field	Value	IRS element (for citing)
Schedule B Not Required	Yes (X)	ScheduleBNotRequiredInd
Dividends Rev And Expnss	$16,876	DividendsRevAndExpnssAmt
Dividends Net Invst Incm	$16,876	DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss	-$18,757	NetGainSaleAstRevAndExpnssAmt
Gross Sales Price	$781,168	GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm	$0	CapGainNetIncmNetInvstIncmAmt
Total Rev And Expnss	-$1,881	TotalRevAndExpnssAmt
Total Net Invst Incm	$16,876	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	$3,780	AccountingFeesRevAndExpnssAmt
Accounting Fees Net Invst Incm	$0	AccountingFeesNetInvstIncmAmt
Accounting Fees Chrtbl Prps	$0	AccountingFeesChrtblPrpsAmt
Other Expenses Rev And Expnss	$7,002	OtherExpensesRevAndExpnssAmt
Other Expenses Net Invst Incm	$7,002	OtherExpensesNetInvstIncmAmt
Other Expenses Dsbrs Chrtbl	$0	OtherExpensesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss	$10,782	TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm	$7,002	TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl	$0	TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss	$67,229	ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl	$67,229	ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss	$78,011	TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm	$7,002	TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl	$67,229	TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses	-$79,892	ExcessRevenueOverExpensesAmt
Net Investment Income	$9,874	NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

Field	Value	IRS element (for citing)
Cash BOY	$3,350	CashBOYAmt
Cash EOY	$6,488	CashEOYAmt
Cash EOYFMV	$6,488	CashEOYFMVAmt
Sav And Temp Cash Invst BOY	$7,688	SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY	$4,261	SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV	$4,261	SavAndTempCashInvstEOYFMVAmt
US Government Obligations BOY	$31,119	USGovernmentObligationsBOYAmt
US Government Obligations EOY	$30,888	USGovernmentObligationsEOYAmt
US Govt Obligations EOYFMV	$28,793	USGovtObligationsEOYFMVAmt
Corporate Stock BOY	$344,746	CorporateStockBOYAmt
Corporate Stock EOY	$311,648	CorporateStockEOYAmt
Corporate Stock EOYFMV	$363,424	CorporateStockEOYFMVAmt
Corporate Bonds BOY	$271,313	CorporateBondsBOYAmt
Corporate Bonds EOY	$65,360	CorporateBondsEOYAmt
Corporate Bonds EOYFMV	$65,917	CorporateBondsEOYFMVAmt
Other Investments BOY	$12,953	OtherInvestmentsBOYAmt
Other Investments EOY	$173,038	OtherInvestmentsEOYAmt
Other Investments EOYFMV	$176,124	OtherInvestmentsEOYFMVAmt
Total Assets BOY	$671,169	TotalAssetsBOYAmt
Total Assets EOY	$591,683	TotalAssetsEOYAmt
Total Assets EOYFMV	$645,007	TotalAssetsEOYFMVAmt
Total Liabilities BOY	$0	TotalLiabilitiesBOYAmt
Total Liabilities EOY	$0	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	$671,169	RetainedEarningBOYAmt
Retained Earning EOY	$591,683	RetainedEarningEOYAmt
Tot Net Ast Or Fund Balances BOY	$671,169	TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY	$591,683	TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY	$671,169	TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY	$591,683	TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

Field	Value	IRS element (for citing)
Tot Net Ast Or Fund Balances BOY	$671,169	TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses	-$79,892	ExcessRevenueOverExpensesAmt
Other Increases	$1,832	OtherIncreasesAmt
Subtotal	$593,109	SubtotalAmt
Other Decreases	$1,426	OtherDecreasesAmt
Tot Net Ast Or Fund Balances EOY	$591,683	TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (3 entries)

PropertyPropertyDesc	Gross Sales PriceGrossSalesPriceAmt	Cost Or Other BasisCostOrOtherBasisAmt	Gain Or LossGainOrLossAmt	Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt	How AcquiredHowAcquiredCd
FIDELITY ACCT 4475 - SHORT-TERM	$315,224	$340,758	-$25,534	-$25,534
FIDELITY ACCT 4475 - LONG-TERM	$461,683	$459,167	$2,516	$2,516
CAPITAL GAINS DIVIDENDS	$4,261		$4,261	$4,261	P

Field	Value	IRS element (for citing)
Capital Gain Net Income	-$18,757	CapitalGainNetIncomeAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

Field	Value	IRS element (for citing)
Investment Income Excise Tax	$137	InvestmentIncomeExciseTaxAmt
Tax Under Section511	$0	TaxUnderSection511Amt
Subtotal	$137	SubtotalAmt
Subtitle A Tax	$0	SubtitleATaxAmt
Tax Based On Investment Income	$137	TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx	$760	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	$760	TotalPaymentsAndCreditsAmt
Es Penalty	$0	EsPenaltyAmt
Overpayment	$623	OverpaymentAmt
Applied To ES Tax	$623	AppliedToESTaxAmt
Refund	$0	RefundAmt

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
Form990 PF Filed With Atty Gen	0	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
Individual With Books	SARAH L SWEENEY CPA	IndividualWithBooksNm
Phone	3073324545	PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

Field	Value	IRS element (for citing)
Address Line1	945 LINCOLN STREET	AddressLine1Txt
City	LANDER	CityNm
State Abbreviation	WY	StateAbbreviationCd
ZIP	82520	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 (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
BRADFORD S MEAD
PO BOX 1809	JACKSON	WY	83001	INITIAL TRUSTEE	0.00	$0	$0	$0
KATHERINE L MEAD
PO BOX 1809	JACKSON	WY	83001	INITIAL TRUSTEE	0.00	$0	$0	$0
PETER LAWTON
PO BOX 1788	JACKSON	WY	83001	SPECIAL TRUSTEE	1.00	$0	$0	$0
PATRICK TRUCCO
545 W BROADWAY	JACKSON	WY	83001	SPECIAL TRUSTEE	1.00	$0	$0	$0
SARA FLITNER
PO BOX 4717	JACKSON	WY	83001	SPECIAL TRUSTEE	1.00	$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	$715,122	AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances	$12,960	AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast	$0	FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets	$728,082	TotalFMVOfUnusedAssetsAmt
Reduction Claimed	$0	ReductionClaimedAmt
Acquisition Indebtedness	$0	AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast	$728,082	AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable	$10,921	CashDeemedCharitableAmt
Net Vl Noncharitable Assets	$717,161	NetVlNoncharitableAssetsAmt
Minimum Investment Return	$35,858	MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

Field	Value	IRS element (for citing)
Minimum Investment Return	$35,858	MinimumInvestmentReturnAmt
Tax Based On Investment Income	$137	TaxBasedOnInvestmentIncomeAmt
Total Tax	$137	TotalTaxAmt
Distributable Before Adj	$35,721	DistributableBeforeAdjAmt
Recoveries Qualfied Distri	$0	RecoveriesQualfiedDistriAmt
Distributable Before Ded	$35,721	DistributableBeforeDedAmt
Deduction From Distributable	$0	DeductionFromDistributableAmt
Distributable As Adjusted	$35,721	DistributableAsAdjustedAmt

PF Qualifying Distributions PFQualifyingDistributionsGrp

Field	Value	IRS element (for citing)
Expenses And Contributions	$67,229	ExpensesAndContributionsAmt
Program Related Invst Total	$0	ProgramRelatedInvstTotalAmt
Qualifying Distributions	$67,229	QualifyingDistributionsAmt

Undistributed Income UndistributedIncomeGrp

Field	Value	IRS element (for citing)
Distributable As Adjusted	$35,721	DistributableAsAdjustedAmt
Undistributed Income PY	$0	UndistributedIncomePYAmt
Total For Prior Years	$0	TotalForPriorYearsAmt
Excess Distribution Cyov Yr5	$6,621	ExcessDistributionCyovYr5Amt
Excess Distribution Cyov Yr4	$5,374	ExcessDistributionCyovYr4Amt
Excess Distribution Cyov Yr3	$11,421	ExcessDistributionCyovYr3Amt
Excess Distribution Cyov Yr2	$16,381	ExcessDistributionCyovYr2Amt
Excess Distribution Cyov Yr1	$7,738	ExcessDistributionCyovYr1Amt
Total Excess Distribution Cyov	$47,535	TotalExcessDistributionCyovAmt
Qualifying Distributions	$67,229	QualifyingDistributionsAmt
Applied To Year1	$0	AppliedToYear1Amt
Applied To Prior Years	$0	AppliedToPriorYearsAmt
Treated As Distri From Corpus	$0	TreatedAsDistriFromCorpusAmt
Applied To Current Year	$35,721	AppliedToCurrentYearAmt
Remaining Distri From Corpus	$31,508	RemainingDistriFromCorpusAmt
Excess Distri Cyov App CY Corpus	$0	ExcessDistriCyovAppCYCorpusAmt
Excess Distribution Cyov App CY	$0	ExcessDistributionCyovAppCYAmt
Total Corpus	$79,043	TotalCorpusAmt
Prior Year Undistributed Incm	$0	PriorYearUndistributedIncmAmt
Prior Year Deficiency Or Tax	$0	PriorYearDeficiencyOrTaxAmt
Taxable1	$0	Taxable1Amt
Taxable2	$0	Taxable2Amt
Undistributed Income CY	$0	UndistributedIncomeCYAmt
Corpus Distri170b1 E Or4942g3	$0	CorpusDistri170b1EOr4942g3Amt
Excess Distri Cyov From Yr5	$6,621	ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr	$72,422	ExcessDistriCyovToNextYrAmt
Excess From Year4	$5,374	ExcessFromYear4Amt
Excess From Year3	$11,421	ExcessFromYear3Amt
Excess From Year2	$16,381	ExcessFromYear2Amt
Excess From Year1	$7,738	ExcessFromYear1Amt
Excess From Current Year	$31,508	ExcessFromCurrentYearAmt

Supplementary Information SupplementaryInformationGrp

Application Submission Info ApplicationSubmissionInfoGrp

Field	Value	IRS element (for citing)
Recipient Person	SUSAN HOLLINGSWORTH	RecipientPersonNm

Recipient US Address RecipientUSAddress

Field	Value	IRS element (for citing)
Address Line1	PO BOX 1809	AddressLine1Txt
City	JACKSON	CityNm
State Abbreviation	WY	StateAbbreviationCd
ZIP	83001	ZIPCd

Field	Value	IRS element (for citing)
Recipient Phone	3077330166	RecipientPhoneNum
Form And Info And Materials	FOR SCHOLARSHIPS, THE APPLICATION IS ATTACHED; THERE IS NO APPLICATION FORM FOR NON-SCHOLARSHIP GRANTS	FormAndInfoAndMaterialsTxt
Submission Deadlines	NONE	SubmissionDeadlinesTxt
Restrictions On Awards	SCHOLARSHIP APPLICANTS MUST BE WYOMING RESIDENTS	RestrictionsOnAwardsTxt

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (6 entries)

Address Line1RecipientUSAddress/AddressLine1Txt	CityRecipientUSAddress/CityNm	State AbbreviationRecipientUSAddress/StateAbbreviationCd	ZIPRecipientUSAddress/ZIPCd	Recipient RelationshipRecipientRelationshipTxt	Recipient Foundation StatusRecipientFoundationStatusTxt	Grant Or Contribution PurposeGrantOrContributionPurposeTxt	AmtAmt
COMMUNITY FOUNDATION OF JACKSON HOLE
245 E SIMPSON AVE	JACKSON	WY	83001	N/A	PC	COMMUNITY FOUNDATION SUPPORT	$23,500
WYOMING COMMUNITY FOUNDATION
1472 N 5TH ST ST 201	LARAMIE	WY	82072	N/A	PC	HOT SPRINGS COUNTY	$10,000
FUND FOR PUBLIC EDUCATION
1235 GREGORY LANE	JACKSON	WY	83001	N/A	PC	EDUCATION FOUNDATION SUPPORT	$14,000
UNIVERSITY OF MONTANA
32 CAMPUS DR	MISSOULA	MT	59812	N/A	PC	SCHOLARSHIP	$11,844
GRAND TETON NATIONAL PARK FOUNDATION
115 E PEARL AVE 201	JACKSON	WY	83001	N/A	PC	NATIONAL PARK FOUNDATION SUPPORT	$5,000
NORTHWEST COLLEGE - POWELL
231 W 6TH ST	POWELL	WY	82435	N/A	PC	SCHOLARSHIP	$2,885

Field	Value	IRS element (for citing)
Total Grant Or Contri Pd Dur Yr	$67,229	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

Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl

Field	Value	IRS element (for citing)
Exclusion	14	ExclusionCd
Related Or Exempt Function Incm	$16,876	RelatedOrExemptFunctionIncmAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

Field	Value	IRS element (for citing)
Exclusion	14	ExclusionCd
Related Or Exempt Function Incm	-$18,757	RelatedOrExemptFunctionIncmAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

Field	Value	IRS element (for citing)
Unrelated Business Taxbl Incm	$0	UnrelatedBusinessTaxblIncmAmt
Exclusion	$0	ExclusionAmt
Related Or Exempt Function Incm	-$1,881	RelatedOrExemptFunctionIncmAmt

Field	Value	IRS element (for citing)
Total Income Producing Acty	-$1,881	TotalIncomeProducingActyAmt

Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp

Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp (3 entries)

Line NumberLineNumberTxt	Relationship StatementRelationshipStatementTxt
3	INVESTMENT INCOME ON FUNDS DESIGNATED FOR CHARITABLE PURPOSE
4	INVESTMENT INCOME ON FUNDS DESIGNATED FOR CHARITABLE PURPOSE
8	INVESTMENT INCOME ON FUNDS DESIGNATED FOR CHARITABLE PURPOSE

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	ACCOUNTING	CategoryTxt
Amt	$3,780	Amt
Net Investment Income	$0	NetInvestmentIncomeAmt
Disbursements Charitable Prps	$0	DisbursementsCharitablePrpsAmt

Expln Of Non Filing With AG Stmt ExplnOfNonFilingWithAGStmt

Field	Value	IRS element (for citing)
Explanation	THERE IS NO REQUIREMENT TO FILE WITH THE WYOMING ATTORNEY GENERAL	ExplanationTxt

Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule

Investments Corporate Bonds InvestmentsCorporateBondsGrp

Field	Value	IRS element (for citing)
Bond	MUTUAL FUNDS - BONDS	BondNm
EOY Book Value	$65,360	EOYBookValueAmt
EOYFMV	$65,917	EOYFMVAmt

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp (2 entries)

StockStockNm	EOY Book ValueEOYBookValueAmt	EOYFMVEOYFMVAmt
MUTUAL FUNDS - STOCKS	$252,008	$258,654
STOCKS	$59,640	$104,770

Investments Govt Obligations Sch InvestmentsGovtObligationsSch

Field	Value	IRS element (for citing)
US Govt Obligations Book Vl EOY	$30,888	USGovtObligationsBookVlEOYAmt
US Govt Obligations EOYFMV	$28,793	USGovtObligationsEOYFMVAmt
State Local Sec Book Vl EOY	$0	StateLocalSecBookVlEOYAmt
State Local Sec EOYFMV	$0	StateLocalSecEOYFMVAmt

Investments Other Schedule2 InvestmentsOtherSchedule2

Investments Other InvestmentsOtherGrp (2 entries)

Category Or ItemCategoryOrItemTxt	Listed At Cost Or FMVListedAtCostOrFMVCd	Book ValueBookValueAmt	EOYFMVEOYFMVAmt
EXCHANGE TRADED PRODUCTS	AT COST	$168,855	$171,539
EQUINIX INC COM	AT COST	$4,183	$4,585

Other Decreases Schedule OtherDecreasesSchedule

Other Decreases Detail OtherDecreasesDetail (2 entries)

DescDesc	AmtAmt
FOREIGN TAXES PAID	$573
2022 ESTIMATED INCOME TAX	$853

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp

Field	Value	IRS element (for citing)
Desc	INVESTMENT EXPENSES	Desc
Revenue And Expenses Per Books	$7,002	RevenueAndExpensesPerBooksAmt
Net Investment Income	$7,002	NetInvestmentIncomeAmt
Disbursements Charitable Prps	$0	DisbursementsCharitablePrpsAmt

Other Increases Schedule OtherIncreasesSchedule

Other Increases Detail OtherIncreasesDetail

Field	Value	IRS element (for citing)
Desc	NONDIVIDEND DISTRIBUTIONS	Desc
Amt	$1,832	Amt