WOLD FOUNDATION: Form 990PF, tax year 2021
View the entire original 990 at ProPublica ↗
- Organization
- WOLD FOUNDATION (EIN 74-2406069)
- Tax period
- 2021-01-01 to 2021-12-31
- Filed
- 2022-10-20
- IRS object ID
- 202202939349100015
- Schema version
- 2021v4.2
- 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
- Schedule B
- Accounting Fees Schedule
- Investments Corp Stock Schedule
- Investments Other Schedule2
- Other Assets Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2022-10-20T14:01:13-05:00 | ReturnTs |
| Tax Period End | 2021-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 830327383 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | LENHART MASON & ASSOCIATES LLC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 900 WERNER COURT STE 200 | AddressLine1Txt |
| City | CASPER | CityNm |
| State Abbreviation | WY | StateAbbreviationCd |
| ZIP | 82601 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2021-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 742406069 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | WOLD FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | WOLD | BusinessNameControlTxt |
| Phone | 3072657252 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 139 WEST 2ND ST 200 | AddressLine1Txt |
| City | CASPER | CityNm |
| State Abbreviation | WY | StateAbbreviationCd |
| ZIP | 82601 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | PETER I WOLD | PersonNm |
| Person Title | TREASURER | PersonTitleTxt |
| Phone | 3072657252 | PhoneNum |
| Signature | 2022-10-19 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | PETER | PersonFirstNm |
| Person Last | WOLD | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | XXX-XX-XXXX | SSN |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | RICK REIMANN | PreparerPersonNm |
| PTIN | P00326335 | PTIN |
| Phone | 3072347800 | 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 | 2021 | TaxYr |
| Build TS | 2022-09-23 18:48:47Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $70,522,738 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Rcvd Rev And Expnss | $555,488 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $28 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $28 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $3,109,790 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $3,109,790 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $4,336,667 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $18,665,604 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $4,336,667 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $264,500 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $264,500 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $8,266,473 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $7,710,985 | 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 |
| Oth Empl Slrs Wgs Rev And Expnss | $50,676 | OthEmplSlrsWgsRevAndExpnssAmt |
| Oth Empl Slrs Wgs Net Invst Incm | $0 | OthEmplSlrsWgsNetInvstIncmAmt |
| Oth Empl Slrs Wgs Dsbrs Chrtbl | $50,676 | OthEmplSlrsWgsDsbrsChrtblAmt |
| Pension Empl Bnft Rev And Expnss | $2,061 | PensionEmplBnftRevAndExpnssAmt |
| Pension Empl Bnft Net Invst Incm | $0 | PensionEmplBnftNetInvstIncmAmt |
| Pension Empl Bnft Dsbrs Chrtbl | $2,061 | PensionEmplBnftDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $6,543 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $0 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $6,543 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $513,888 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $512,698 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $1,190 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $87,423 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $25,635 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $6,602 | TaxesDsbrsChrtblAmt |
| Deprec And Dpltn Rev And Expnss | $87,188 | DeprecAndDpltnRevAndExpnssAmt |
| Deprec And Dpltn Net Invst Incm | $87,188 | DeprecAndDpltnNetInvstIncmAmt |
| Trav Conf Meeting Rev And Expnss | $799 | TravConfMeetingRevAndExpnssAmt |
| Trav Conf Meeting Net Invst Incm | $0 | TravConfMeetingNetInvstIncmAmt |
| Trav Conf Meeting Dsbrs Chrtbl | $0 | TravConfMeetingDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $22,273 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $15,240 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $7,033 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $770,851 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $640,761 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $74,105 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $2,705,100 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $2,705,100 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $3,475,951 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $640,761 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $2,779,205 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $4,790,522 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $7,070,224 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $67,374 | CashBOYAmt |
| Cash EOY | $201,913 | CashEOYAmt |
| Cash EOYFMV | $201,913 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $6,361,156 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $5,715,527 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $5,715,527 | SavAndTempCashInvstEOYFMVAmt |
| Prepaid Expenses BOY | $10,500 | PrepaidExpensesBOYAmt |
| Corporate Stock BOY | $44,874,467 | CorporateStockBOYAmt |
| Corporate Stock EOY | $50,263,854 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $63,691,241 | CorporateStockEOYFMVAmt |
| Other Investments BOY | $881,691 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $799,232 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $908,370 | OtherInvestmentsEOYFMVAmt |
| Other Assets BOY | $503 | OtherAssetsBOYAmt |
| Other Assets EOY | $5,687 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $5,687 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $52,195,691 | TotalAssetsBOYAmt |
| Total Assets EOY | $56,986,213 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $70,522,738 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $407,639 | CapitalStockBOYAmt |
| Capital Stock EOY | $407,639 | CapitalStockEOYAmt |
| Additional Paid In Capital BOY | $0 | AdditionalPaidInCapitalBOYAmt |
| Additional Paid In Capital EOY | $0 | AdditionalPaidInCapitalEOYAmt |
| Retained Earning BOY | $51,788,052 | RetainedEarningBOYAmt |
| Retained Earning EOY | $56,578,574 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $52,195,691 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $56,986,213 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $52,195,691 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $56,986,213 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $52,195,691 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $4,790,522 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $56,986,213 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $56,986,213 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Property | THE COLONY GROUP - BANK OF NEW YORK MELLON | PropertyDesc |
| How Acquired | P | HowAcquiredCd |
| Gross Sales Price | $18,665,604 | GrossSalesPriceAmt |
| Cost Or Other Basis | $14,328,937 | CostOrOtherBasisAmt |
| Gain Or Loss | $4,336,667 | GainOrLossAmt |
| Gains Minus Excess Or Losses | $4,336,667 | GainsMinusExcessOrLossesAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $4,336,667 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $98,276 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $98,276 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $98,276 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $61,339 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $60,000 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $121,339 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $23,063 | OverpaymentAmt |
| Applied To ES Tax | $23,063 | 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 |
| 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 | WWW.WOLDFOUNDATION.ORG | WebsiteAddressTxt |
| Individual With Books | PETER I WOLD | IndividualWithBooksNm |
| Phone | 3072657252 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 139 W 2ND ST STE200 | AddressLine1Txt |
| City | CASPER | CityNm |
| State Abbreviation | WY | StateAbbreviationCd |
| ZIP | 82601 | 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 | Yes (1) | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | Yes (1) | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | 0 | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | 0 | PaymentToGovernmentOfficialInd |
| Acts Fail To Qlfy As Exceptions | 0 | ActsFailToQlfyAsExceptionsInd |
| 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 (3 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 |
|---|---|---|---|---|---|---|---|---|
| JOHN P WOLD | ||||||||
| 381 BAR C ROAD | KAYCEE | WY | 82639 | TRUSTEE, PRESIDENT | 0.75 | $0 | $0 | $0 |
| PETER I WOLD | ||||||||
| 1919 RUSTIC COURT | CASPER | WY | 82609 | TRUSTEE, TREASURER | 1.50 | $0 | $0 | $0 |
| PRISCILLA LONGFIELD | ||||||||
| 2122 SW MYRTLE STREET | PORTLAND | OR | 97201 | TRUSTEE, SECRETARY | 0.75 | $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 | $60,124,352 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $7,150,061 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $908,370 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $68,182,783 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $68,182,783 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $1,022,742 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $67,160,041 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $3,358,002 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $3,358,002 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $98,276 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $98,276 | TotalTaxAmt |
| Distributable Before Adj | $3,259,726 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $3,259,726 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $3,259,726 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $2,779,205 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $2,779,205 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $3,259,726 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $2,648,581 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Total Excess Distribution Cyov | $0 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $2,779,205 | QualifyingDistributionsAmt |
| Applied To Year1 | $2,648,581 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $130,624 | 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 | $3,129,102 | 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 | GLENDA THOMAS THE WOLD FOUNDATION | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 139 W 2ND ST 200 | AddressLine1Txt |
| City | CASPER | CityNm |
| State Abbreviation | WY | StateAbbreviationCd |
| ZIP | 82601 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 3072657252 | RecipientPhoneNum |
| Form And Info And Materials | SEE ATTACHED | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | OCTOBER 15TH | SubmissionDeadlinesTxt |
| Restrictions On Awards | NONE | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (88 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| ADVENTURE WEST COUNCIL - BOY SCOUTS OF AMERICA | |||||||
| 3939 CASPER MOUNTIAN ROAD | CASPER | WY | 82601 | N/A | PC | GENERAL OPERATIONS | $50,000 |
| ALLIANCE FOR CHOICE IN EDUCATION | |||||||
| PO BOX 300129 | DENVER | CO | 80203 | N/A | PC | SCHOLARSHIPS FOR CHOICE IN EDUCATION | $20,000 |
| AMERICAN CANCER SOCIETY | |||||||
| PO BOX 22358 | OKLAHOMA CITY | OK | 731231358 | N/A | PC | RELAY FOR LIFE/CANCER RESEARCH | $3,000 |
| BUFFALO BILL CENTER OF THE WEST | |||||||
| 720 SHERIDAN AVENUE | CODY | WY | 82414 | N/A | PC | BUFFALO BILL CENTER FOR THE WEST - GENERAL OPERATIONS | $10,000 |
| CASPER AMATEUR HOCKEY LEAGUE | |||||||
| PO BOX 2562 | CASPER | WY | 82602 | N/A | PC | JOHN WOLD CUP | $5,000 |
| CASPER AMATEUR HOCKEY LEAGUE | |||||||
| PO BOX 2562 | CASPER | WY | 82602 | N/A | PC | GENERAL FUND | $800 |
| CASPER CHASE FALLEN SOLDIERS MEMORIAL 5K | |||||||
| PO BOX 52116 | CASPER | WY | 82605 | N/A | PC | CASPER CHASE FALLEN SOLDIERS SCHOLARSHIPS | $500 |
| CASPER COLLEGE FOUNDATION & ALUMNI ASSOCIATION | |||||||
| 125 COLLEGE DRIVE | CASPER | WY | 82601 | N/A | SO III FI | SCHOLARSHIPS FOR CASPER COLLEGE STUDENT MENTORS/JOHN WOLD HELP YOURSELF ACADEMY | $5,800 |
| CASPER COLLEGE FOUNDATION & ALUMNI ASSOCIATION | |||||||
| 125 COLLEGE DRIVE | CASPER | WY | 82601 | N/A | SO III FI | MARLA AND PETER WOLD HEALTH SCIENCE SCHOLARSHIP | $6,500 |
| CASPER FAMILY YMCA YMCA OF NATRONA COUNTY | |||||||
| 1611 CASPER MOUNTAIN ROAD | CASPER | WY | 82601 | N/A | PC | PHASE 2 SWIMMING POOL | $150,000 |
| CASPER MARATHON | |||||||
| PO BOX 711 | CASPER | WY | 82602 | N/A | PC | GENERAL OPERATIONS | $250 |
| CASPER MOUNTAIN LIONS CLUB | |||||||
| PO BOX 182 | CASPER | WY | 82602 | N/A | PC | GENERAL OPERATIONS - MEMORIAL DONATION FOR BEECHER STRUBE | $250 |
| CASPER YOUTH BASEBALL | |||||||
| C/O VALOR 6111 S SPRUCE | CASPER | WY | 82601 | N/A | PC | ANNUAL SUPPORT | $300 |
| CENTRAL WYOMING COMMUNITY COLLEGE | |||||||
| 2660 PECK AVENUE | RIVERTON | WY | 82501 | N/A | SO III FI | RMC CAPITAL CAMPAIGN IN HOROR OF SENATOR ELI BEBOUT | $50,000 |
| CENTRAL WYOMING HOSPICE | |||||||
| 319 S WILSON | CASPER | WY | 82601 | N/A | PC | DONATION TO HOSPICE - ANNUAL SUPPORT | $1,000 |
| CHILD DEVELOPMENT CENTER OF NATRONA COUNTY | |||||||
| 2020 E 12TH STREET | CASPER | WY | 82601 | N/A | PC | CHILD DEVELOPMENT CENTER - ANNUAL SUPPORT | $1,000 |
| CHILDREN'S ADVOCACY PROJECT | |||||||
| 350 NORTH ASH STREET | CASPER | WY | 82601 | N/A | PC | CHILDREN'S ADVOCACY - ANNUAL SUPPORT | $10,000 |
| CHILDREN'S HOSPITAL COLORADO FOUNDATION | |||||||
| 13123 E 16TH AVENUE BOX 045 | AURORA | CO | 80045 | N/A | PC | GENERAL SUPPORT - HOSPITAL CHRISTMAS FUNDSPONSORSHIP AND DONATION | $2,000 |
| CHILDREN'S HOSPITAL COLORADO FOUNDATION | |||||||
| 13123 E 16TH AVENUE BOX 045 | AURORA | CO | 80045 | N/A | PC | MEDICAL SIMULATION LAB PROGRAM "SIM LAB" | $10,000 |
| CHILDREN'S HOSPITAL COLORADO FOUNDATION | |||||||
| 13123 E 16TH AVENUE BOX 045 | AURORA | CO | 80045 | N/A | PC | GENERAL SUPPORT - 2022 WOLD FAMILY | $90,000 |
| CHURCH OF THE ASCENSION | |||||||
| 600 GILPIN STREET | DENVER | CO | 80218 | N/A | PC | GENERAL SUPPORT | $5,000 |
| CHURCH OF THE ASCENSION | |||||||
| 600 GILPIN STREET | DENVER | CO | 80218 | N/A | PC | GENERAL OPERATING | $15,000 |
| CLIMB WYOMING - NATRONA COUNTY | |||||||
| 632 S DAVID ST | CASPER | WY | 82601 | N/A | PC | SERVING CASPER AREA LOW-INCOME SINGLE MOTHER FAMILES MOST IN NEED | $5,000 |
| COLORADO COLLEGE | |||||||
| 14 E CACHE LA POUDRE ST | COLORADO SPRINGS | CO | 80903 | N/A | SO III FI | WOLD FAMILY ENDOWED SCHOLARSHIPPATHWAY TO BILITERACY | $5,000 |
| COLORADO STATE UNIVERSITY FOUNDATION | |||||||
| PO BOX 1870 | FORT COLLINS | CO | 80522 | N/A | SO III FI | COLLEGE OF NATURAL SCIENCES STRATEGIC INITIATIVE - PETER & MARLA WOLD | $6,000 |
| CORNELL UNIVERSITYJOHNSON GRADUATE SCHOOL OF BUSINESS | |||||||
| PO BOX 37334 BOONE IA 50037-0334 | ITHACA | NY | 14850 | N/A | SO III FI | JGSW INVESTMENT BANKING IMMERSION | $3,500 |
| DUCKS UNLIMITED - COLORADO | |||||||
| ONE WATERFOUL WAY | MEMPHIS | TN | 381202351 | N/A | PC | GENERAL OPERATIONS | $1,000 |
| EASTER ISLAND FOUNDATION | |||||||
| PO BOX 6774 | LOS OSOS | CA | 934126774 | N/A | PC | PROJECT - EIF SCHOLARSHIP PROGRAM FOR EDUCATIONAL PROGRAMS FOR YOUTH | $10,000 |
| ECONOMIC LITERACY COLORADO | |||||||
| 1355 SOUTH COLORADO BLVD STE 506 | DENVER | CO | 80222 | N/A | PC | FINANCIAL LITERACY FOR COLORADO K-12 TEACHERS AND STUDENTS | $1,000 |
| ESCUELA DE GUADELUPE | |||||||
| 660 JULIAN STREET | DENVER | CO | 80204 | N/A | PC | NEED BASED STUDENT SCHOLARSHIP | $2,000 |
| FLATIRONS COMMUNITY CHURCH INC | |||||||
| 400 W SOUTH BOULDER ROAD | LAFAYETTE | CO | 80026 | N/A | PC | GENERAL OPERATING | $5,000 |
| GEORGE C FRISON INSTITUTE OF ARCHAEOLOGY AND ANTHROPOLOGY | |||||||
| 222 SOUTH 2ND STREET | LARAMIE | WY | 82070 | N/A | SO III FI | WOLD FAMILY 2021 GEORGE FRISON INSTITUTE | $2,000 |
| GIRLS SCOUTS OF MONTANA AND WYOMING | |||||||
| 2303 GRAND AVE | BILLINGS | MT | 59102 | N/A | PC | STEM PROGAMMING FOR GIRLS | $10,000 |
| GRALAND COUNTRY DAY SCHOOL | |||||||
| 55 CLERMONT STREET | DENVER | CO | 80220 | N/A | PC | ANNUAL FUND | $14,500 |
| GREATER WYOMING BIG BROTHERSBIG SISTERS | |||||||
| 1010 S 6TH STREET | LARAMIE | WY | 82070 | N/A | PC | NATRONA COUNTY BRANCH | $1,000 |
| HILLSDALE COLLEGE | |||||||
| 33 EAST COLLEGE ST | HILLSDALE | MI | 49242 | N/A | SO III FI | GENERAL OPERATIONS | $2,000 |
| HOOFPRINTS OF THE PAST MUSEUM | |||||||
| PO BOX 114 | KAYCEE | WY | 82639 | N/A | PC | PROJECT - DISPLAY CASE | $1,000 |
| I REACH 2 | |||||||
| PO BOX 1060 | EVANSVILLE | WY | 82636 | N/A | PC | GENERAL FUND - PROJECT - REACH FOR ART | $250 |
| JOEY'S FLY FISHING FOUNDATION | |||||||
| 109 S MAIN ST STE B | SHERIDAN | WY | 82801 | N/A | PC | GENERAL FUND - PROJECT - JOEY'S SUMMER CUTT SLAM CHALLENGE ADVENTURE | $3,700 |
| KAYCEE HEALTH FORUM | |||||||
| PO BOX 138 | KAYCEE | WY | 82639 | N/A | PC | KATS BUS INSURANCE | $1,000 |
| MAKE-A-WISH | |||||||
| 236 WEST FIRST STREET | CASPER | WY | 82601 | N/A | PC | WISHES - WYOMING KIDS | $500 |
| MEALS ON WHEELS | |||||||
| 1760 EAST 12TH STREET | CASPER | WY | 82601 | N/A | PC | GENERAL OPERATIONS | $500 |
| MINDS MATTER OF PORTLANS | |||||||
| PO BPX 12089 | PORTLAND | OR | 97212 | N/A | PC | ON CAMPUS SUMMER PROGRAM EXPERIENCES | $5,000 |
| MOUNTAIN STATES LEGAL FOUNDATION | |||||||
| 2596 SOUTH LEWIS WAY | LAKEWOOD | CO | 80227 | N/A | PC | THE ADVANCEMENT OF LITIGATION FOR THE PROTECTION OF FREE PEOPLE | $15,000 |
| NATIONAL WESTERN STOCK SHOW - CAPITAL CAMPAIGN | |||||||
| 4655 HUMBOLDT ST | DENVER | CO | 80216 | N/A | PC | CAPITAL CAMPAIGN | $1,000 |
| NATIONAL WESTERN STOCK SHOW - SCHOLARSHIP TRUST | |||||||
| 4655 HUMBOLDT ST | DENVER | CO | 802162818 | N/A | PC | SCHOLARSHIP TRUST | $5,000 |
| NATIONAL WESTERN STOCK SHOW | |||||||
| 2596 SOUTH LEWIS WAY | LAKEWOOD | CO | 80227 | N/A | PC | BUILD NATIONAL WESTERN CENTER | $500,000 |
| NATIONAL WESTERN STOCK SHOW | |||||||
| 4655 HUMBOLDT ST | DENVER | CO | 80216 | N/A | PC | WRANGLER - CITIZEN OF THE WEST | $1,500 |
| NATIONAL WESTERN STOCK SHOW | |||||||
| 4655 HUMBOLDT ST | DENVER | CO | 80216 | N/A | PC | CATCH-A-CALF EDUCATIONAL PROGRAM | $3,500 |
| NEXT GENERATION FOUNDATION - NIMAN RANCH | |||||||
| 1765 W 121ST AVE STE 400 | WESTMINSTER | CO | 80234 | N/A | PC | SCHOLARSHIP FUND | $2,500 |
| NICOLAYSEN ART MUSEUM | |||||||
| 400 EAST COLLINS DRIVE | CASPER | WY | 82601 | N/A | PC | OPERATING SUPPORT FOR SUSTAINABILITY | $25,000 |
| ORDER OF ST BENEDICT OF NEW JERSEY DELBARTON SCHOOL | |||||||
| 230 MENDHAM ROAD | MORRISTOWN | NJ | 07960 | N/A | PC | MR. BRIAN REILLY MEMORIAL | $5,000 |
| OREGON HEALTH & SCIENCE UNIVERSITY FOUNDATION | |||||||
| 1121 SW SALMON ST STE 100 | PORTLAND | OR | 972052021 | N/A | PC | CEI WOLD FAMILY MACULAR DEGENERATION CENTER | $500,000 |
| OREGON HEALTH & SCIENCE UNIVERSITY FOUNDATION | |||||||
| 1121 SW SALMON ST STE 100 | PORTLAND | OR | 972052021 | N/A | PC | CEI WOLD MACULAR DEGENERATION CENTER | $500,000 |
| OREGON HEALTH & SCIENCE UNIVERSITY FOUNDATION | |||||||
| 1121 SW SALMON ST STE 100 | PORTLAND | OR | 97205 | N/A | PC | CEI WOLD MACULAR DEGENERATION CENTERGENERAL FUND | $48,000 |
| OREGON HEALTH & SCIENCE UNIVERSITY FOUNDATION | |||||||
| 1121 SW SALMON ST STE 100 | PORTLAND | OR | 97205 | N/A | PC | CEI ELKS CHILDREN'S EYE CLINIC | $40,000 |
| OREGON SYMPHONY | |||||||
| 921 SW WASHINGTON STE 200 | PORTLAND | OR | 97205 | N/A | PC | GENERAL OPERATING SUPPORT | $60,000 |
| PETROLEUM HISTORY INSTITUTE | |||||||
| PO BOX 165 | OIL CITY | PA | 163010165 | N/A | PC | GENERAL OPERATIONS | $1,000 |
| PLANNED PARENTHOOD OF THE ROCKY MOUNTAINS | |||||||
| 7155 E 38TH AVE | DENVER | CO | 80207 | N/A | PC | PATIENT ASSISTANCE FUND | $22,000 |
| PROJECT MAIN STREET | |||||||
| 244 FIFTH AVENUE STE 2417 | NEW YORK | NY | 10001 | N/A | PC | PROJECT MAIN STREET - NATHAN GRAVES - KAYCEE WY | $5,000 |
| RONALD MCDONALD HOUSE CHARITIES - INTERMOUNTAIN AREA | |||||||
| 935 E SOUTH TEMPLE | SALT LAKE CITY | UT | 84102 | N/A | PC | EMERGENCY MEDICAL HOUSING RELIEF | $5,000 |
| SCIENCE ZONE | |||||||
| 222 E COLLINS DR | CASPER | WY | 82601 | N/A | PC | WYLD EXPERIENCES: OUTDOOR ADVENTURE EDUCATION | $25,000 |
| SPECIAL OLYMPICS OF WYOMING | |||||||
| 239 W 1ST ST | CASPER | WY | 82601 | N/A | PC | SPONSOR FESTIVAL OF TREES | $6,000 |
| ST JOHN'S EPISCOPAL CHURCH | |||||||
| 913 2ND STREET | SNOHOMISH | WA | 98290 | N/A | PC | CAPITAL BUILDING FUND | $10,000 |
| ST MARK'S EPISCOPAL CHURCH | |||||||
| 701 S WOLCOTT | CASPER | WY | 82601 | N/A | PC | PROJECT - ENTRY WAY-STAINED GLASS WINDOWS-WOLD FAMILY | $20,000 |
| ST MARK'S EPISCOPAL CHURCH | |||||||
| 701 S WOLCOTT | CASPER | WY | 82601 | N/A | PC | GENERAL FUND | $6,000 |
| TETON SCIENCE SCHOOL | |||||||
| 700 COYOTE CANYON RD | JACKSON | WY | 83001 | N/A | PC | SUPPORTING WYOMING STUDENTS AND EDUCATORS THROUGH PLACE-BASED EDUCATION | $10,000 |
| THE BOSTON HOUSE | |||||||
| 229 KENT STREET | BOOKLINE | MA | 02446 | N/A | PC | LODGING FOR CHILDREN SEEKING CANCER TREATMENT | $3,500 |
| THE TAFT SCHOOL | |||||||
| 110 WOODBURY ROAD | WATERTOWN | CT | 06795 | N/A | PC | WOLD FAMILY CHAIR IN ENVIRONMENTAL STUDIES & TAFT ANNUAL FUND | $10,000 |
| TOTEM FALLS ELEMENTARY PTO | |||||||
| 14211 CASCADE DRIVE | SNOHOMISH | WA | 98296 | N/A | PC | 2021 PTO FUNDS | $6,000 |
| TRINITY BOSTON CONNECTS | |||||||
| 206 CLARENDON STREET | BOSTON | MA | 02116 | N/A | PC | COUNSELING CENTER'S CLINICAL AND RESTORATIVE SUPPORT FOR OUR IN JUVENILE DETENTION | $12,000 |
| UNION COLLEGE | |||||||
| 807 UNION STREET | SCHENECTADY | NY | 12308 | N/A | SO III FI | WOLD FAMILY 2021 DONATION TO BE USED TOWARDS $20M MATCH-SCHULER ACCESS INITATIVE | $25,000 |
| UNITED RELGIONS INITIATIVE | |||||||
| PO BOX 29242 | SAN FRANSISCO | CA | 941290242 | N/A | PC | GENERAL FUND | $1,000 |
| UNIVERSITY OF TEXAS - MD ANDERSON CANCER CENTER | |||||||
| PO BOX 301439 | HOUSTON | TX | 772301439 | N/A | PC | ADENOID CYSTIC CARCINOMA RESEARCH | $20,000 |
| UNIVERSITY OF WYOMING ALUMNI ASSOCIATION | |||||||
| 1000 E UNIV AVE DEPT 3431 | LARAMIE | WY | 82070 | N/A | PC | WOLD FAMILY SCHOLARSHIP PROGRAM | $5,000 |
| UNIVERSITY OF WYOMING FOUNDATION | |||||||
| 1000 E UNIV AVE DEPT 3431 | LARAMIE | WY | 82070 | N/A | SO III FI | JOHN AND JANE WOLD - CENTENNIAL CHAIR IN ENERGY | $100,000 |
| WESTMINSTER SCHOOL | |||||||
| 995 HOPMEADOW STREET | SIMSBURY | CT | 06070 | N/A | PC | GENERAL FUND | $5,000 |
| WESTMINSTER SCHOOL | |||||||
| 995 HOPMEADOW STREET | SIMSBURY | CT | 06070 | N/A | PC | GENERAL FUND | $2,000 |
| WHITE PLAINS HOSPITAL | |||||||
| 41 EAST POST ROAD | WHITE PLAINS | NY | 10601 | N/A | PC | HEPATOBILIARY SURGERY PROGRAM AND RESEARCH | $10,000 |
| WILLISTON NORTHAMPTON SCHOOL | |||||||
| 19 PAYSON AVENUE | EASTHAMPTON | MA | 01027 | N/A | PC | GENERAL FUND | $75,000 |
| WYOMING AGRICULTURE IN THE CLASSROOM | |||||||
| PO BOX 347 | CHEYENNE | WY | 82003 | N/A | PC | GENERAL FUND - PROJECT - WYOMING STUDENTS, WYOMING'S FUTURE | $50,000 |
| WYOMING ASSOCIATION FOR CAREER AND TECHNICAL EDUCATION | |||||||
| PO BOX 643 | BIG HORN | WY | 82833 | N/A | PC | ONE VOICE ONE VISION | $1,500 |
| WYOMING FOOD BANK OF THE ROCKIES | |||||||
| PO BOX 116 | MILLS | WY | 82644 | N/A | PC | EMERGENCY FOOD RELIEF - FIGHTING HUNGER, FEEDING HOPE | $25,000 |
| WYOMING FOOD FOR THOUGHT PROJECT | |||||||
| PO BOX 942 | CASPER | WY | 82602 | N/A | PC | GENERAL FUND | $1,000 |
| WYOMING RESCUE MISSION | |||||||
| PO BOX 2030 | CASPER | WY | 82602 | N/A | PC | EMERGENCY SERIVCES | $10,000 |
| WYOMING SYMPHONY | |||||||
| 225 SOUTH DAVID ST STE 1 | CASPER | WY | 82601 | N/A | PC | WSO CONCERT SEASON LIVE STREAM | $5,000 |
| YMCA OF SNOHOMISH COUNTY | |||||||
| PO BOX 419 | EVERETT | WA | 982060419 | N/A | PC | GENERAL FUNDANNUAL BOWL FOR JASON - LANE SPONSOR | $5,000 |
| YOUTH CRISIS CENTER | |||||||
| 1656 EAST 12TH STREET | CASPER | WY | 82601 | N/A | PC | GENERAL FUND | $250 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $2,705,100 | 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 | $28 | ExclusionAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $3,109,790 | ExclusionAmt |
Other Investment Income OtherInvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 15 | ExclusionCd |
| Exclusion | $264,500 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $4,336,667 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $7,710,985 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $7,710,985 | 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 |
Schedule B IRS990ScheduleB
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| General Rule | Yes (X) | GeneralRuleInd |
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 1 | ContributorNum |
Contributor Business Name ContributorBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | JOHN S WOLD TRUST | BusinessNameLine1Txt |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 139 WEST 2ND STREET STE 200 | AddressLine1Txt |
| City | CASPER | CityNm |
| State Abbreviation | WY | StateAbbreviationCd |
| ZIP | 82601 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | $555,488 | TotalContributionsAmt |
| Person Contribution | Yes (X) | PersonContributionInd |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | TAX PREPARATION | CategoryTxt |
| Amt | $6,543 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $6,543 | DisbursementsCharitablePrpsAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | SEE ATTACHED SCHEDULE A | StockNm |
| EOY Book Value | $50,263,854 | EOYBookValueAmt |
| EOYFMV | $63,691,241 | EOYFMVAmt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (4 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| INVESTMENT IN UNIVERSITY ENDOWMENT FUND PARTNERSHIP | AT COST | $56,112 | $56,112 |
| OIL & GAS LEASE INTEREST | AT COST | $678,032 | $678,032 |
| TRONA LEASE ORR | AT COST | $64,775 | $173,913 |
| URANIUM LEASE ORR | AT COST | $313 | $313 |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | SOFTWARE | Desc |
| BOY Book Value | $503 | BOYBookValueAmt |
| EOY Book Value | $5,687 | EOYBookValueAmt |
| EOYFMV | $5,687 | EOYFMVAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (6 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| OFFICE EXPENSES | $2,420 | $1,210 | $1,210 |
| OTHER ROYALTY EXPENSES - OIL & GAS | $11,264 | $11,264 | $0 |
| UNIVERSITY ENDOWMENT FUND K-1, LINE 13L - ROYALTY EXP | $2,757 | $2,757 | $0 |
| UNIVERSITY ENDOWMENT FUND K-1, DEPLETION | $9 | $9 | $0 |
| DROPPED LEASES | $507 | $0 | $507 |
| AMORTIZATION | $5,316 | $0 | $5,316 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt |
|---|---|---|---|
| OIL & GAS ROYALTIES | $256,312 | $256,312 | $256,312 |
| UNIVERSITY ENDOWMENT FUND K-1, LINE 7 ROYALTIES | $8,188 | $8,188 | $8,188 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| INVESTMENT MANAGEMENT FEES | $512,698 | $512,698 | $0 |
| PAYROLL OUTSOURCE FEES | $1,190 | $0 | $1,190 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (5 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| WYOMING ANNUAL CORP TAX | $52 | $0 | $52 |
| PRODUCTION TAXES ON OIL AND GAS | $25,635 | $25,635 | $0 |
| UNIVERSITY ENDOWMENT FUND K-1, LINE 13W-UTAH ST INC TAX | $186 | $0 | $0 |
| EXCISE TAX | $55,000 | $0 | $0 |
| PAYROLL TAXES | $6,550 | $0 | $6,550 |