TATE CHARITABLE FOUNDATION: Form 990PF, tax year 2018
View the entire original 990 at ProPublica ↗
- Organization
- TATE CHARITABLE FOUNDATION (EIN 83-0310832)
- Tax period
- 2018-12-01 to 2019-11-30
- Filed
- 2020-12-09
- IRS object ID
- 202023449349100102
- Schema version
- 2018v3.2
- 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
- Accounting Fees Schedule
- General Explanation Attachment
- Investments Corp Stock Schedule
- Investments Other Schedule2
- Other Assets Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Other Liabilities Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2020-12-09T10:21:11-06:00 | ReturnTs |
| Tax Period End | 2019-11-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 830220400 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | PORTER MUIRHEAD CORNIA & HOWARD CPAS | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 2750 | AddressLine1Txt |
| City | CASPER | CityNm |
| State Abbreviation | WY | StateAbbreviationCd |
| ZIP | 82602 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2018-12-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 830310832 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | TATE FOUNDATION | BusinessNameLine1Txt |
| Business Name Line2 | C/O T CHRIS MUIRHEAD | BusinessNameLine2Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | TATE | BusinessNameControlTxt |
| Phone | 3072346907 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1711 LUKER | AddressLine1Txt |
| City | CASPER | CityNm |
| State Abbreviation | WY | StateAbbreviationCd |
| ZIP | 82609 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | T CHRIS MUIRHEAD | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 3072346907 | PhoneNum |
| Signature | 2020-12-02 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | COLISTA STRAND CPA | PreparerPersonNm |
| PTIN | P00962006 | PTIN |
| Phone | 3072654311 | PhoneNum |
Filing Security Information FilingSecurityInformation
IP Address IPAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| I Pv4 Address | 65.132.8.242 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IP | 2020-12-02 | IPDt |
| IP Tm | 16:11:40 | IPTm |
| IP Timezone | MS | IPTimezoneCd |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | E362B02AB35D460F7B78974663D66FC5C25FBE0D | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | 38827C2A8CDA5CC4C3E7A93486BBA91A543BFBF5 | AtSubmissionFilingDeviceId |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2018 | TaxYr |
| Build TS | 2021-09-10 13:11:23Z | 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 | $6,225,886 | 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 | $511 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $511 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $116,502 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $116,502 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $76,145 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $2,148,900 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $76,145 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $45,723 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $45,723 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $238,881 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $238,881 | 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 | $13,150 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $6,575 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $6,575 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $4,015 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $0 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $4,015 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $5,697 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $1,458 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Deprec And Dpltn Rev And Expnss | $6,092 | DeprecAndDpltnRevAndExpnssAmt |
| Deprec And Dpltn Net Invst Incm | $6,092 | DeprecAndDpltnNetInvstIncmAmt |
| Other Expenses Rev And Expnss | $30,084 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $29,879 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $205 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $59,038 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $44,004 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $10,795 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $380,000 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $380,000 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $439,038 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $44,004 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $390,795 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$200,157 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $194,877 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $1 | CashBOYAmt |
| Sav And Temp Cash Invst BOY | $451,155 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $263,635 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $263,635 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $3,132,202 | CorporateStockBOYAmt |
| Corporate Stock EOY | $3,412,327 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $5,038,741 | CorporateStockEOYFMVAmt |
| Other Investments BOY | $1,201,265 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $906,862 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $815,939 | OtherInvestmentsEOYFMVAmt |
| Other Assets BOY | $154,446 | OtherAssetsBOYAmt |
| Other Assets EOY | $153,523 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $107,571 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $4,939,069 | TotalAssetsBOYAmt |
| Total Assets EOY | $4,736,347 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $6,225,886 | TotalAssetsEOYFMVAmt |
| Other Liabilities BOY | $2,565 | OtherLiabilitiesBOYAmt |
| Other Liabilities EOY | $0 | OtherLiabilitiesEOYAmt |
| Total Liabilities BOY | $2,565 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow SFAS117 | Yes (X) | OrgDoesNotFollowSFAS117Ind |
| 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 | $4,936,504 | RetainedEarningBOYAmt |
| Retained Earning EOY | $4,736,347 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $4,936,504 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $4,736,347 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $4,939,069 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $4,736,347 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $4,936,504 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$200,157 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $4,736,347 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $4,736,347 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Property | RBC | PropertyDesc |
| How Acquired | P | HowAcquiredCd |
| Gross Sales Price | $2,148,900 | GrossSalesPriceAmt |
| Cost Or Other Basis | $2,072,755 | CostOrOtherBasisAmt |
| Gain Or Loss | $76,145 | GainOrLossAmt |
| Gains Minus Excess Or Losses | $76,145 | GainsMinusExcessOrLossesAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $76,145 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | 0 | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $162,985 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $6,103,330 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.026704 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $62,828 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $5,564,090 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.011292 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $426,929 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $5,316,748 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.080299 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $104,717 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $5,834,346 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.017948 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $313,178 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $6,543,085 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.047864 | DistributionYr5Rt |
| Total Distribution | 0.184107 | TotalDistributionRt |
| Average Distribution | 0.036821 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $5,896,416 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $217,112 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $1,949 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $219,061 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $390,795 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Domestic Org Meeting Sect4940e | Yes (X) | DomesticOrgMeetingSect4940eInd |
| Investment Income Excise Tax | $1,949 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $1,949 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $1,949 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $7,120 | EstimatedPlusOvpmtIncmTxAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $7,120 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $5,171 | OverpaymentAmt |
| Applied To ES Tax | $5,171 | 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 | N/A | WebsiteAddressTxt |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | T CHRIS MUIRHEAD | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 3072346907 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1711 LUKER DRIVE | AddressLine1Txt |
| City | CASPER | CityNm |
| State Abbreviation | WY | StateAbbreviationCd |
| ZIP | 82609 | 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 | 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 (4 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 |
|---|---|---|---|---|---|---|---|---|
| T CHRIS MUIRHEAD | ||||||||
| 1711 LUKER DRIVE | CASPER | WY | 82609 | PRESIDENT | 2.00 | $0 | $0 | $0 |
| WILLIAM L MCDOWELL | ||||||||
| 1131 S DURBIN | CASPER | WY | 82601 | EMERITUS | 0.50 | $0 | $0 | $0 |
| JOHN MASTERSON | ||||||||
| PO BOX 2401 | CASPER | WY | 82602 | TREASURER | 0.50 | $0 | $0 | $0 |
| JENNIFER MCDOWELL | ||||||||
| 159 NORTH WOLCOTT STE 220 | CASPER | WY | 82601 | SECRETARY | 0.50 | $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 | $5,408,108 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $470,530 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $107,571 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $5,986,209 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $5,986,209 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $89,793 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $5,896,416 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $294,821 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $294,821 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $1,949 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $1,949 | TotalTaxAmt |
| Distributable Before Adj | $292,872 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $292,872 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $292,872 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $390,795 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $390,795 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $1,949 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $388,846 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $292,872 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $273,782 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Total Excess Distribution Cyov | $0 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $390,795 | QualifyingDistributionsAmt |
| Applied To Year1 | $273,782 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $117,013 | 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 | $175,859 | 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 | DIANE HARROP CO PO BOX 916 DOUGLAS | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 2280 | AddressLine1Txt |
| City | CASPER | CityNm |
| State Abbreviation | WY | StateAbbreviationCd |
| ZIP | 82602 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 3073590738 | RecipientPhoneNum |
| Form And Info And Materials | GRANT APPLICATION FORM - SEE ATTACHED | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | NONE | SubmissionDeadlinesTxt |
| Restrictions On Awards | NONE | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (12 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| BOYS AND GIRLS CLUBS OF CENTRAL WYOMING | |||||||
| 1701 EAST K STREET | CASPER | WY | 82601 | NONE | SUPPORTING ORGANIZAT | DIRECTOR DESIGNATED DONATION | $5,000 |
| CHILD DEVELOPMENT CENTER | |||||||
| 2020 E 12TH STREET | CASPER | WY | 82601 | NONE | PUBLIC CHARITY | DIRECTOR DESIGNATED DONATION | $17,000 |
| CHILDREN'S ADVOCACY PROJECT | |||||||
| 350 N ASH | CASPER | WY | 82601 | NONE | PUBLIC CHARITY | ALL UNRESTRICTED | $10,000 |
| CLIMB WYOMING | |||||||
| 900 WERNER COURT SUITE 100 | CASPER | WY | 82601 | NONE | PUBLIC CHARITY | OPERATIONS RELATED TO NATRONA COUNTY ACTIVITIES | $12,000 |
| DOWNTOWN DEVELOPMENT AUTHORITY | |||||||
| 341 W YELLOWSTONE HWY | CASPER | WY | 82601 | NONE | MUNICIPAL GOVERNMENT | ALL UNRESTRICTED | $5,000 |
| IRIS CLUBHOUSE | |||||||
| 615 SOUTH DAVID STREET | CASPER | WY | 82601 | NONE | PUBLIC CHARITY | DIRECTOR DESIGNATED DONATION | $20,000 |
| NATRONA COUNTY MEALS ON WHEELS | |||||||
| 1760 E 12TH STREET | CASPER | WY | 82601 | NONE | PUBLIC CHARITY | ALL UNRESTRICTED | $1,000 |
| TROOPERS DRUM AND BUGLE CORPS | |||||||
| PO BOX 375 | CASPER | WY | 82602 | NONE | PUBLIC CHARITY | UNRESTRICTED & CONTRIBUTION TO OPERATING EXPENSES | $8,000 |
| WYOMING COMMUNITY FOUNDATION | |||||||
| 313 SOUTH 2ND STREET | LARAMIE | WY | 82070 | NONE | PUBLIC FOUNDATION | TATE DONOR DESIGNATED FUND | $290,000 |
| WYOMING FOOD FOR THOUGHT | |||||||
| 900 ST JOHN ST | CASPER | WY | 82601 | NONE | PUBLIC CHARITY | DIRECTOR DESIGNATED DONATION | $1,000 |
| WYOMING NONPROFIT NETWORK | |||||||
| 1401 AIRPORT PKWY 300 | CHEYENNE | WY | 82001 | NONE | PUBLIC CHARITY | DIRECTOR DESIGNATED DONATION | $1,000 |
| WYOMING PUBLIC MEDIA | |||||||
| DEPT 3984 1000 E UNIVERSITY AVE | LARAMIE | WY | 82071 | NONE | PUBLIC CHARITY | ALL UNRESTRICTED | $10,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $380,000 | 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 | $511 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $116,502 | ExclusionAmt |
Other Investment Incm Part VII OtherInvestmentIncmPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 15 | ExclusionCd |
| Exclusion | $45,723 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $76,145 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $238,881 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $238,881 | 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 |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | PORTER, MUIRHEAD, CORNIA & HO | CategoryTxt |
| Amt | $13,150 | Amt |
| Net Investment Income | $6,575 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $6,575 | DisbursementsCharitablePrpsAmt |
General Explanation Attachment GeneralExplanationAttachment
General Explanation GeneralExplanationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Identifier | INEZ TATE ROYALTY TRUST (EIN 83-6014365) | IdentifierTxt |
| Form And Line Reference | GENERAL INFORMATION | FormAndLineReferenceDesc |
| Medium Explanation | THE FORM 990-PF FILED BY THE TATE FOUNDATION INCLUDES INCOME AND OTHER TAX ATTRIBUTES FROM THE INEZ TATE ROYALTY TRUST (EIN #83-6014365). THE INEZ TATE ROYALTY TRUST IS A GRANTOR TRUST WITH THE TATE FOUNDATION AS THE GRANTOR. | MediumExplanationTxt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | RBC ACCOUNTS | StockNm |
| EOY Book Value | $3,412,327 | EOYBookValueAmt |
| EOYFMV | $5,038,741 | EOYFMVAmt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category Or Item | RBC ACCOUNTS-INTERNATIONAL EQUITIES | CategoryOrItemTxt |
| Listed At Cost Or FMV | AT COST | ListedAtCostOrFMVCd |
| Book Value | $906,862 | BookValueAmt |
| EOYFMV | $815,939 | EOYFMVAmt |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp (3 entries)
| DescDesc | BOY Book ValueBOYBookValueAmt | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| ACCUMULATED DEPLETION ON MINERAL PROPERTIES | -$156,821 | -$162,913 | |
| MINERAL TRUST | $311,267 | $311,267 | $107,571 |
| PREPAID FEDERAL INCOME TAX | $0 | $5,169 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (4 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| INVESTMENT MANAGEMENT FEES | $25,080 | $25,080 | $0 |
| ROYALTY PRODUCTION TAXES | $4,595 | $4,595 | $0 |
| MISCELLANEOUS EXPENSE | $208 | $104 | $104 |
| MEALS | $201 | $100 | $101 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt |
|---|---|---|---|
| ROYALTIES | $40,613 | $40,613 | $40,613 |
| OTHER INCOME | $5,110 | $5,110 | $5,110 |
Other Liabilities Schedule OtherLiabilitiesSchedule
Other Liabilities Detail OtherLiabilitiesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | FEDERAL INCOME TAX PAYABLE | Desc |
| BOY Book Value | $2,565 | BOYBookValueAmt |
| EOY Book Value | $0 | EOYBookValueAmt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | GRANT ADMINISTRATION | CategoryTxt |
| Amt | $4,015 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $4,015 | DisbursementsCharitablePrpsAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (3 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| FEDERAL EXCISE TAX | $4,239 | $0 | $0 |
| STATE WITHHOLDING TAX | $352 | $352 | $0 |
| PROPERTY TAXES | $1,106 | $1,106 | $0 |