TATE CHARITABLE FOUNDATION: Form 990PF, tax year 2015
View the entire original 990 at ProPublica ↗
- Organization
- TATE CHARITABLE FOUNDATION (EIN 83-0310832)
- Tax period
- 2015-12-01 to 2016-11-30
- Filed
- 2017-05-05
- IRS object ID
- 201731259349101358
- Schema version
- 2015v3.0
- 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
- 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 | 2017-05-05T11:51:39-05:00 | ReturnTs |
| Tax Period End | 2016-11-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 830022040 | 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 | 123 WEST FIRST ST SUITE 800 | AddressLine1Txt |
| City | CASPER | CityNm |
| State Abbreviation | WY | StateAbbreviationCd |
| ZIP | 82601 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2015-12-01 | 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 | WELBORN SULLIVAN MECK TOOLEY PC | AddressLine1Txt |
| City | CASPER | CityNm |
| State Abbreviation | WY | StateAbbreviationCd |
| ZIP | 82601 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | T CHRIS MUIRHEAD | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 3072654311 | PhoneNum |
| Signature | 2017-05-05 | 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 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2015 | TaxYr |
| Build TS | 2021-01-29 14:40:06Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $5,393,329 | 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 | $48 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $48 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $144,302 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $144,302 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $628,008 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $2,488,242 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $628,008 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $29,035 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $29,035 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $801,393 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $801,393 | 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 | $17,010 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $8,505 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $8,505 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $7,510 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $0 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $7,510 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $8,280 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $694 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Deprec And Dpltn Rev And Expnss | $3,977 | DeprecAndDpltnRevAndExpnssAmt |
| Deprec And Dpltn Net Invst Incm | $3,977 | DeprecAndDpltnNetInvstIncmAmt |
| Other Expenses Rev And Expnss | $31,828 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $29,633 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $0 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $68,605 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $42,809 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $16,015 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $418,500 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $418,500 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $487,105 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $42,809 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $434,515 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $314,288 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $758,584 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $440,840 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $418,365 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $418,365 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $1,872,094 | CorporateStockBOYAmt |
| Corporate Stock EOY | $2,558,935 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $3,724,541 | CorporateStockEOYFMVAmt |
| Other Investments BOY | $1,867,568 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $1,526,705 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $1,142,852 | OtherInvestmentsEOYFMVAmt |
| Other Assets BOY | $173,235 | OtherAssetsBOYAmt |
| Other Assets EOY | $167,566 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $107,571 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $4,353,737 | TotalAssetsBOYAmt |
| Total Assets EOY | $4,671,571 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $5,393,329 | TotalAssetsEOYFMVAmt |
| Other Liabilities BOY | $0 | OtherLiabilitiesBOYAmt |
| Other Liabilities EOY | $3,546 | OtherLiabilitiesEOYAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $3,546 | 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 | $4,353,737 | RetainedEarningBOYAmt |
| Retained Earning EOY | $4,668,025 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $4,353,737 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $4,668,025 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $4,353,737 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $4,671,571 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $4,353,737 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $314,288 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $4,668,025 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $4,668,025 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (2 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|
| RBC - LT | P | $2,124,325 | $1,462,427 | $661,898 | $661,898 |
| RBC - ST | P | $363,917 | $397,807 | -$33,890 | -$33,890 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $628,008 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | 0 | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $104,717 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $5,834,346 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.017948 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $313,178 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $6,543,085 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.047864 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $405,266 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $5,885,860 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.068854 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $430,806 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $5,401,564 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.079756 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $95,711 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $5,541,854 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.017271 | DistributionYr5Rt |
| Total Distribution | 0.231693 | TotalDistributionRt |
| Average Distribution | 0.046339 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $5,316,748 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $246,373 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $7,586 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $253,959 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $434,515 | 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 | $7,586 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $7,586 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $7,586 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $4,040 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $4,040 | TotalPaymentsAndCreditsAmt |
| Tax Due | $3,546 | TaxDueAmt |
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 |
| Individual With Books | T CHRIS MUIRHEAD | IndividualWithBooksNm |
| Phone | 3072654311 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 123 WEST 1ST ST SUITE 800 | 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 | 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 |
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 | ||||||||
| PO BOX 2750 | CASPER | WY | 82602 | 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 | $4,728,343 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $561,800 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $107,571 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $5,397,714 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $5,397,714 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $80,966 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $5,316,748 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $265,837 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $265,837 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $7,586 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $7,586 | TotalTaxAmt |
| Distributable Before Adj | $258,251 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $258,251 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $258,251 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $434,515 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $434,515 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $7,586 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $426,929 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $258,251 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $102,652 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Total Excess Distribution Cyov | $0 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $434,515 | QualifyingDistributionsAmt |
| Applied To Year1 | $102,652 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $258,251 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $73,612 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $73,612 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Prior Year Deficiency Or Tax | $0 | PriorYearDeficiencyOrTaxAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $0 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $73,612 | ExcessDistriCyovToNextYrAmt |
| Excess From Current Year | $73,612 | ExcessFromCurrentYearAmt |
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 (11 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| 307 DANCE STUDIO | |||||||
| 225 N WOLCOTT STREET | CASPER | WY | 82601 | N/A | PUBLIC CHARITY | UNRESTRICTED & CONTRIBUTION TO OPERATING EXPENSES | $4,500 |
| CENTRAL WYOMING HOSPICE PROGRAM | |||||||
| 319 S WILSON | CASPER | WY | 82601 | NONE | PUBLIC CHARITY | DIRECTOR DESIGNATED DONATION | $15,000 |
| CHILDREN'S ADVOCACY PROJECT | |||||||
| 350 N ASH | CASPER | WY | 82601 | NONE | PUBLIC CHARITY | UNRESTRICTED & CONTRIBUTION TO OPERATING EXPENSES | $5,000 |
| HABITAT FOR HUMMANITY | |||||||
| 442 WEST COLLINS DR | CASPER | WY | 82601 | NONE | PUBLIC CHARITY | UNRESTRICTED & CONTRIBUTION TO OPERATING EXPENSES | $15,000 |
| TATE GEOLOGICAL MUSEUM | |||||||
| 125 COLLEGE DRIVE | CASPER | WY | 82601 | NONE | PUBLIC CHARITY | UNRESTRICTED & CONTRIBUTION TO OPERATING EXPENSES | $1,000 |
| TROOPERS FOUNDATION | |||||||
| 302 S DAVID SUITE 100 | CASPER | WY | 82601 | NONE | PUBLIC CHARITY | DIRECTOR DESIGNATED DONATION | $5,000 |
| WYOMING BUSINESS COALITION ON HEALTH | |||||||
| 2021 CLIFTON | CASPER | WY | 82609 | NONE | PUBLIC CHARITY | IMPLEMENTATION OF EMPLOYERS' CLAIMS DATABASE | $20,000 |
| WYOMING COMMUNITY FOUNDATION | |||||||
| 313 SOUTH 2ND STREET | LARAMIE | WY | 82070 | NONE | PUBLIC FOUNDATION | TATE DONOR DESIGNATED FUND | $233,000 |
| WYOMING MEDICAL CENTER FOUNDATION | |||||||
| 1233 E 2ND ST | CASPER | WY | 82601 | NONE | PUBLIC CHARITY | DIRECTOR DESIGNATED DONATION | $15,000 |
| WYOMING MEDICAL CENTER FOUNDATION | |||||||
| 1233 E 2ND ST | CASPER | WY | 82601 | NONE | PUBLIC CHARITY | MCMURRY WEST TOWER | $100,000 |
| WYOMING PUBLIC RADIO | |||||||
| DEPT 3984 1000 E UNIVERSITY AVE | LARAMIE | WY | 82071 | NONE | PUBLIC CHARITY | DIRECTOR DESIGNATED DONATION | $5,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $418,500 | 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 | $48 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $144,302 | ExclusionAmt |
Other Investment Incm Part VII OtherInvestmentIncmPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 15 | ExclusionCd |
| Exclusion | $29,035 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $628,008 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $801,393 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $801,393 | 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 | $17,010 | Amt |
| Net Investment Income | $8,505 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $8,505 | 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 | $2,558,935 | EOYBookValueAmt |
| EOYFMV | $3,724,541 | 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 | $1,526,705 | BookValueAmt |
| EOYFMV | $1,142,852 | EOYFMVAmt |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp (3 entries)
| DescDesc | BOY Book ValueBOYBookValueAmt | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| ACCUMULATED DEPLETION ON MINERAL PROPERTIES | -$139,725 | -$143,701 | $0 |
| MINERAL TRUST | $311,267 | $311,267 | $107,571 |
| PREPAID FEDERAL INCOME TAX | $1,693 |
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 | $26,089 | $26,089 | $0 |
| ROYALTY PRODUCTION TAXES | $3,544 | $3,544 | $0 |
| MISCELLANEOUS EXPENSE | $945 | $0 | $0 |
| INSURANCE EXPENSE | $1,250 | $0 | $0 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt |
|---|---|---|---|
| ROYALTIES | $26,511 | $26,511 | $26,511 |
| OTHER INCOME | $2,524 | $2,524 | $2,524 |
Other Liabilities Schedule OtherLiabilitiesSchedule
Other Liabilities Detail OtherLiabilitiesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | FEDERAL TAXES PAYABLE | Desc |
| BOY Book Value | $0 | BOYBookValueAmt |
| EOY Book Value | $3,546 | EOYBookValueAmt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | GRANT ADMINISTRATION | CategoryTxt |
| Amt | $7,510 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $7,510 | DisbursementsCharitablePrpsAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| FEDERAL EXCISE TAX | $7,586 | $0 | $0 |
| STATE WITHHOLDING TAX | $694 | $694 | $0 |