WYOMING PHILANTHROPIC TRUST INC: Form 990PF, tax year 2020
View the entire original 990 at ProPublica ↗
- Organization
- WYOMING PHILANTHROPIC TRUST INC (EIN 59-2290272)
- Tax period
- 2020-01-01 to 2020-12-31
- Filed
- 2021-12-23
- IRS object ID
- 202123579349100307
- Schema version
- 2020v4.0
- 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
- Legal Fees Schedule
- 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 | 2021-12-23T11:03:39-06:00 | ReturnTs |
| Tax Period End | 2020-12-31 | 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 | 2020-01-01 | 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 | GREGORY A OTIS | PersonNm |
| Person Title | DIRECTOR | PersonTitleTxt |
| Phone | 2393846461 | PhoneNum |
| Signature | 2021-11-15 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | GREGORY | PersonFirstNm |
| Person Last | OTIS | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | 999009999 | SSN |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | DANIEL J BROWN CPA | PreparerPersonNm |
| PTIN | P00839712 | PTIN |
| Phone | 2392548306 | PhoneNum |
| Preparation | 2021-12-23 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2020 | TaxYr |
| Build TS | 2022-09-23 18:48:47Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Change | Yes (X) | AddressChangeInd |
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $10,738,114 | 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 |
| Interest On Sav Rev And Expnss | $60,011 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $60,011 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $658,984 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $658,984 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | -$132,450 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $8,804,367 | GrossSalesPriceAmt |
| Other Income Rev And Expnss | $510,170 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $953,174 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $1,096,715 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $1,672,169 | TotalNetInvstIncmAmt |
| Legal Fees Rev And Expnss | $101 | LegalFeesRevAndExpnssAmt |
| Legal Fees Dsbrs Chrtbl | $101 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $2,200 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $1,100 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $1,100 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $211,674 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $211,674 | OtherProfFeesNetInvstIncmAmt |
| Interest Rev And Expnss | $3,517 | InterestRevAndExpnssAmt |
| Interest Net Invst Incm | $3,517 | InterestNetInvstIncmAmt |
| Taxes Rev And Expnss | $18,416 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $18,416 | TaxesNetInvstIncmAmt |
| Other Expenses Rev And Expnss | $66,857 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $66,542 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $315 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $302,765 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $301,249 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $1,516 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $3,697,291 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $3,697,291 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $4,000,056 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $301,249 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $3,698,807 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$2,903,341 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $1,370,920 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $49,838 | CashBOYAmt |
| Cash EOY | $224,280 | CashEOYAmt |
| Cash EOYFMV | $224,280 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $301,657 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $2,775,383 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $2,775,383 | 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 | $39,720 | PrepaidExpensesBOYAmt |
| Prepaid Expenses EOY | $20,664 | PrepaidExpensesEOYAmt |
| Prepaid Expenses EOYFMV | $20,664 | PrepaidExpensesEOYFMVAmt |
| Corporate Stock EOY | $5,230,575 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $5,231,681 | CorporateStockEOYFMVAmt |
| Corporate Bonds EOY | $2,250,000 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $2,252,014 | CorporateBondsEOYFMVAmt |
| Other Investments BOY | $13,014,231 | OtherInvestmentsBOYAmt |
| Other Assets BOY | $389 | OtherAssetsBOYAmt |
| Other Assets EOY | $1,592 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $1,592 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $13,638,335 | TotalAssetsBOYAmt |
| Total Assets EOY | $10,734,994 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $10,738,114 | 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 | $13,238,389 | RetainedEarningBOYAmt |
| Retained Earning EOY | $10,335,048 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $13,638,335 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $10,734,994 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $13,638,335 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $10,734,994 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $13,638,335 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$2,903,341 | ExcessRevenueOverExpensesAmt |
| Subtotal | $10,734,994 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $10,734,994 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (4 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|---|
| MFO VANGUARD ULTRA-SHORT-TERM BOND F | P | 2020-10-07 | 2020-12-15 | $8,804,367 | $8,800,000 | $4,367 | $4,367 |
| CPF LP K-1 - SHORT-TERM CAPITAL LOSS | P | $97,940 | -$97,940 | -$97,940 | |||
| CPF LP K-1 - LONG-TERM CAPITAL LOSS | P | $9,119 | -$9,119 | -$9,119 | |||
| CPF LP K-1 - SECTION 1231 LOSS | P | $29,758 | -$29,758 | -$29,758 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | -$132,450 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $19,056 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $19,056 | SubtotalAmt |
| Tax Based On Investment Income | $19,056 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $39,720 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $39,720 | TotalPaymentsAndCreditsAmt |
| Overpayment | $20,664 | OverpaymentAmt |
| Applied To ES Tax | $20,664 | 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 (6 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 VICE PR | 1.00 | $0 | $0 | $0 |
| TAMMY L AMBROSE | ||||||||
| 999 VANDERBILT BEACH ROAD STE 703 | NAPLES | FL | 34108 | TREASURER | 1.00 | $0 | $0 | $0 |
| TAMMY L ROWE | ||||||||
| 999 VANDERBILT BEACH ROAD STE 703 | NAPLES | FL | 34108 | SECRETARY | 1.00 | $0 | $0 | $0 |
| GREGORY A OTIS | ||||||||
| 999 VANDERBILT BEACH ROAD STE 703 | NAPLES | FL | 34108 | DIRECTOR | 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 | $12,304,269 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $180,416 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $271,865 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $12,756,550 | TotalFMVOfUnusedAssetsAmt |
| Adjusted Total FMV Of Unused Ast | $12,756,550 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $191,348 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $12,565,202 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $628,260 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $628,260 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $19,056 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $19,056 | TotalTaxAmt |
| Distributable Before Adj | $609,204 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $609,204 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $609,204 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $3,698,807 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $3,698,807 | QualifyingDistributionsAmt |
| Adjusted Qualifying Distri | $3,698,807 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $609,204 | DistributableAsAdjustedAmt |
| Excess Distribution Cyov Yr5 | $131,542 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $286,494 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $543,365 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $338,077 | ExcessDistributionCyovYr2Amt |
| Total Excess Distribution Cyov | $1,299,478 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $3,698,807 | QualifyingDistributionsAmt |
| Applied To Current Year | $609,204 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $3,089,603 | RemainingDistriFromCorpusAmt |
| Total Corpus | $4,389,081 | TotalCorpusAmt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov From Yr5 | $131,542 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $4,257,539 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $286,494 | ExcessFromYear4Amt |
| Excess From Year3 | $543,365 | ExcessFromYear3Amt |
| Excess From Year2 | $338,077 | ExcessFromYear2Amt |
| Excess From Current Year | $3,089,603 | ExcessFromCurrentYearAmt |
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 (20 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 |
|---|---|---|---|---|---|---|---|---|
| BUFFALO BILL MEMORIAL ASSOCIATION | ||||||||
| DBA BUFFALO BILL CENTER OF THE WEST | 720 SHERIDAN AVENUE | CODY | WY | 824143428 | NONE | PC | CODY FIREARMS MUSEUM REINSTALLATION | $1,000,000 |
| CODY REGIONAL HEALTH FOUNDATION | ||||||||
| 707 SHERIDAN AVENUE | CODY | WY | 82414 | NONE | PC | BRAINSWAY TRANSCRANIAL MAGNETIC STIM | $12,000 | |
| PARK COUNTY ANIMAL SHELTER | ||||||||
| PO BOX 203 | CODY | WY | 82414 | NONE | PC | PCAS BUILDING FUND | $8,333 | |
| BUFFALO BILL MEMORIAL ASSOCIATION | ||||||||
| DBA BUFFALO BILL CENTER OF THE WEST | 720 SHERIDAN AVENUE | CODY | WY | 824143428 | NONE | PC | CFM - INTEREST ON 4M PLEDGE | $83,417 |
| WYOMING COMMUNITY FOUNDATION | ||||||||
| 1472 N 5TH STREET STE 20 | LARAMIE | WY | 82072 | NONE | PC | WCF SPECIAL PROJECTS FUND | $10,150 | |
| BUFFALO BILL MEMORIAL ASSOCIATION | ||||||||
| DBA BUFFALO BILL CENTER OF THE WEST | 720 SHERIDAN AVENUE | CODY | WY | 824143428 | NONE | PC | CFM - INTEREST ON 4M PLEDGE | $34,125 |
| MUSEUM TRUSTEE ASSOCIATION | ||||||||
| 211 E LOMBARD ST STE 179 | BALTIMORE | MD | 21202 | NONE | PC | GENERAL | $50,000 | |
| BUFFALO BILL MEMORIAL ASSOCIATION | ||||||||
| DBA BUFFALO BILL CENTER OF THE WEST | 720 SHERIDAN AVENUE | CODY | WY | 824143428 | NONE | PC | NEW CENTURY CAMPAIGN | $1,200,000 |
| OPERATION DEMOCRACY | ||||||||
| PO BOX 493 | LOCUST VALLEY | NY | 11560 | NONE | PC | NORMANDY FRENCH RESISTANCE MONUMENT | $50,000 | |
| BUFFALO BILL MEMORIAL ASSOCIATION | ||||||||
| DBA BUFFALO BILL CENTER OF THE WEST | 720 SHERIDAN AVENUE | CODY | WY | 824143428 | NONE | PC | CFM - INTEREST ON 4M PLEDGE | $30,333 |
| WYO HOOFBEATS EAL | ||||||||
| PO BOX 2871 | CODY | WY | 82414 | NONE | PC | EQUINE THERAPY PROGRAM | $5,000 | |
| THE NATURE CONSERVANCY | ||||||||
| 258 MAIN STREET | LANDER | WY | 82520 | NONE | PC | HEALTHY WATERS INITIATIVE | $33,333 | |
| YELLOWSTONE BEHAVIORAL HEALTH CENTE | ||||||||
| 2538 BIG HORN AVENUE | CODY | WY | 82414 | NONE | PC | BEHAVIORAL HEALTH SERVICES | $30,000 | |
| THE NATURE CONSERVANCY | ||||||||
| 258 MAIN STREET | LANDER | WY | 82520 | NONE | PC | HEALTHY WATERS INITIATIVE | $20,000 | |
| SALISBURY SCHOOL INC | ||||||||
| 251 CANAAN ROAD | SALISBURY | CT | 06068 | NONE | PC | ANNUAL FUND | $20,000 | |
| UNIVERSITY OF WYOMING FOUNDATION | ||||||||
| 222 SOUTH 22ND STREET | LARAMIE | WY | 82070 | NONE | PC | SIMPSON CENTER FOR LEGAL SERVICES | $50,000 | |
| BUFFALO BILL MEMORIAL ASSOCIATION | ||||||||
| DBA BUFFALO BILL CENTER OF THE WEST | 720 SHERIDAN AVENUE | CODY | WY | 824143428 | NONE | PC | NEW CENTURY CAMPAIGN | $1,000,000 |
| BUFFALO BILL MEMORIAL ASSOCIATION | ||||||||
| DBA BUFFALO BILL CENTER OF THE WEST | 720 SHERIDAN AVENUE | CODY | WY | 824143428 | NONE | PC | ANNUAL FUND | $10,000 |
| OPERATION DEMOCRACY | ||||||||
| PO BOX 493 | LOCUST VALLEY | NY | 11560 | NONE | PC | NORMANDY FRENCH RESISTANCE MONUMENT | $50,000 | |
| MUSEUM TRUSTEE ASSOCIATION | ||||||||
| 211 E LOMBARD ST STE 179 | BALTIMORE | MD | 21202 | NONE | PC | GENERAL | $600 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $3,697,291 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $60,011 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $658,984 | ExclusionAmt |
Other Investment Incm Part VII OtherInvestmentIncmPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $953,174 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | -$132,450 | ExclusionAmt |
Other Revenue Described OtherRevenueDescribedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | CPF LP K-1 - ORD INC UBTI | Desc |
| Business | 525990 | BusinessCd |
| Unrelated Business Taxbl Incm | -$443,004 | UnrelatedBusinessTaxblIncmAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | -$443,004 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $1,539,719 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $1,096,715 | 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 | $2,200 | Amt |
| Net Investment Income | $1,100 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $1,100 | DisbursementsCharitablePrpsAmt |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond | CORPORATE BONDS | BondNm |
| EOY Book Value | $2,250,000 | EOYBookValueAmt |
| EOYFMV | $2,252,014 | EOYFMVAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | CORPORATE STOCKS | StockNm |
| EOY Book Value | $5,230,575 | EOYBookValueAmt |
| EOYFMV | $5,231,681 | EOYFMVAmt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category Or Item | COLLIER PHILANTHROPIC FUND LP | CategoryOrItemTxt |
| Listed At Cost Or FMV | AT COST | ListedAtCostOrFMVCd |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | LEGAL FEES | CategoryTxt |
| Legal Fees | $101 | LegalFeesAmt |
| Disbursements Charitable Prps | $101 | DisbursementsCharitablePrpsAmt |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | OTHER RECEIVABLE | Desc |
| BOY Book Value | $389 | BOYBookValueAmt |
| EOY Book Value | $1,592 | EOYBookValueAmt |
| EOYFMV | $1,592 | EOYFMVAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (6 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| EXPENSES | |||
| CPF LP K-1 - OTHER PORTFOLIO | $58,586 | $58,586 | |
| CPF LP K-1 - CHARITABLE CONTR | $4,531 | $4,531 | |
| CPF LP K-1 - INVEST MGMT FEES | $3,425 | $3,425 | |
| OFFICE SUPPLIES | $254 | $254 | |
| ANNUAL REPORT | $61 | $61 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail (7 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|
| CPF LP K-1 - SEC 751 INCOME | $922,376 | $922,376 |
| CPF LP K-1 - RENTAL INCOME | $24 | $24 |
| CPF LP K-1 - SEC 988/987 INC | $16,166 | $16,166 |
| CPF LP K-1 - OTHER PORT INC | $70 | $70 |
| CPF LP K-1 - ORDINARY INCOME | $6,798 | $6,798 |
| CPF LP K-1 - DEBT CANCEL INC | $7,740 | $7,740 |
| CPF LP K-1 - ORD INC UBTI | -$443,004 |
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 (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|
| CPF LP K-1 - INV ADVISORY FEES | $210,424 | $210,424 |
| INVESTMENT MANAGEMENT FEES - 459 | $1,250 | $1,250 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | CPF LP K-1 - FOREIGN TAX PAID | CategoryTxt |
| Amt | $18,416 | Amt |
| Net Investment Income | $18,416 | NetInvestmentIncomeAmt |