TATE CHARITABLE FOUNDATION: Form 990PF, tax year 2023
View the entire original 990 at ProPublica ↗
- Organization
- TATE CHARITABLE FOUNDATION (EIN 83-0310832)
- Tax period
- 2023-12-01 to 2024-11-30
- Filed
- 2025-03-10
- IRS object ID
- 202510699349100026
- Schema version
- 2023v6.0
- 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
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2025-03-10T15:36:46-05:00 | ReturnTs |
| Tax Period End | 2024-11-30 | 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 | 2023-12-01 | 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 | 82601 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | T CHRIS MUIRHEAD | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 3072346907 | PhoneNum |
| Signature | 2025-02-25 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | 0 | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | DAX O COLLINS CPA | PreparerPersonNm |
| PTIN | P00972615 | PTIN |
| Phone | 3072654311 | PhoneNum |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2023 | TaxYr |
| Build TS | 2025-03-06 01:10:19Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $8,544,889 | 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 | $37,583 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $37,583 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $98,677 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $98,677 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $264,306 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $696,211 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $264,306 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $75,031 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $75,031 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $475,597 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $475,597 | 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 | $13,527 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $6,764 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $6,763 | AccountingFeesChrtblPrpsAmt |
| Taxes Rev And Expnss | $11,297 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $5,571 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Deprec And Dpltn Rev And Expnss | $10,559 | DeprecAndDpltnRevAndExpnssAmt |
| Deprec And Dpltn Net Invst Incm | $10,559 | DeprecAndDpltnNetInvstIncmAmt |
| Other Expenses Rev And Expnss | $41,675 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $40,742 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $933 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $77,058 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $63,636 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $7,696 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $255,000 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $255,000 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $332,058 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $63,636 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $262,696 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $143,539 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $411,961 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $146,793 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $425,622 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $425,622 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $4,041,984 | CorporateStockBOYAmt |
| Corporate Stock EOY | $3,906,829 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $7,489,143 | CorporateStockEOYFMVAmt |
| Other Investments BOY | $400,471 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $400,471 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $348,329 | OtherInvestmentsEOYFMVAmt |
| Other Assets BOY | $116,131 | OtherAssetsBOYAmt |
| Other Assets EOY | $109,086 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $281,795 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $4,705,379 | TotalAssetsBOYAmt |
| Total Assets EOY | $4,842,008 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $8,544,889 | TotalAssetsEOYFMVAmt |
| Other Liabilities BOY | $6,910 | OtherLiabilitiesBOYAmt |
| Other Liabilities EOY | $0 | OtherLiabilitiesEOYAmt |
| Total Liabilities BOY | $6,910 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $0 | CapitalStockBOYAmt |
| Capital Stock EOY | $0 | CapitalStockEOYAmt |
| Additional Paid In Capital BOY | $0 | AdditionalPaidInCapitalBOYAmt |
| Additional Paid In Capital EOY | $0 | AdditionalPaidInCapitalEOYAmt |
| Retained Earning BOY | $4,698,469 | RetainedEarningBOYAmt |
| Retained Earning EOY | $4,842,008 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $4,698,469 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $4,842,008 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $4,705,379 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $4,842,008 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $4,698,469 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $143,539 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $4,842,008 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $4,842,008 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Property | INVESTMENT LT SALES | PropertyDesc |
| Gross Sales Price | $696,211 | GrossSalesPriceAmt |
| Cost Or Other Basis | $431,905 | CostOrOtherBasisAmt |
| Gain Or Loss | $264,306 | GainOrLossAmt |
| Gains Minus Excess Or Losses | $264,306 | GainsMinusExcessOrLossesAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $264,306 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $5,726 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $5,726 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $5,726 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $9,240 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $9,240 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $3,514 | OverpaymentAmt |
| Applied To ES Tax | $3,514 | 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 | 0 | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | 0 | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | 0 | PaymentToGovernmentOfficialInd |
| Uncorrected Prior Acts | 0 | UncorrectedPriorActsInd |
| Undistributed Income PY | 0 | UndistributedIncomePYInd |
| Business Holdings | 0 | BusinessHoldingsInd |
| Jeopardy Investments | 0 | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | 0 | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | 0 | InfluenceLegislationInd |
| Influence Election | 0 | InfluenceElectionInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Noncharitable Purpose | 0 | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (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 | $7,281,482 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $344,934 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $281,795 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $7,908,211 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $7,908,211 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $118,623 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $7,789,588 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $389,479 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $389,479 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $5,726 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $5,726 | TotalTaxAmt |
| Distributable Before Adj | $383,753 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $383,753 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $383,753 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $262,696 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $262,696 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $383,753 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $232,068 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Total Excess Distribution Cyov | $0 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $262,696 | QualifyingDistributionsAmt |
| Applied To Year1 | $232,068 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $30,628 | 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 | $353,125 | 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 (14 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| CENTRAL WYOMING COUNSELING CENTER | |||||||
| 1430 WILKINS CIRCLE | CASPER | WY | 82601 | NONE | PUBLIC CHARITY | RESTRICTED FOR SPECIFIC PURPOSE | $5,000 |
| CHILD DEVELOPMENT CENTER | |||||||
| 2020 E 12TH STREET | CASPER | WY | 82601 | NONE | PUBLIC CHARITY | DIRECTOR DESIGNATED DONATION | $19,000 |
| DAVID STREET STATION | |||||||
| 200 S DAVID ST | CASPER | WY | 82601 | NONE | PUBLIC CHARITY | DIRECTOR DESIGNATED DONATION | $5,000 |
| THE NICOLAYSEN ART MUSEUM | |||||||
| 400 E COLLINS DR | CASPER | WY | 82601 | NONE | PUBLIC CHARITY | DIRECTOR DESIGNATED DONATION | $5,000 |
| TROOPERS DRUM AND BUGLE CORPS | |||||||
| PO BOX 375 | CASPER | WY | 82602 | NONE | PUBLIC CHARITY | UNRESTRICTED & CONTRIBUTION TO OPERATING EXPENSES | $5,000 |
| UNIVERSITY OF WYOMING FOUNDATION | |||||||
| 222 S 22ND ST | LARAMIE | WY | 82070 | NONE | PUBLIC CHARITY | DIRECTOR DESIGNATED DONATION | $5,000 |
| WYO COMPLEX | |||||||
| 1887 CHAMPIONS BLVD | CASPER | WY | 82601 | NONE | PUBLIC CHARITY | DIRECTOR DESIGNATED DONATION | $5,000 |
| WYOFILE | |||||||
| 16 SACAJAWEA AVE | LANDER | WY | 82520 | NONE | PUBLIC CHARITY | DIRECTOR DESIGNATED DONATION | $5,000 |
| WYOMING COMMUNITY FOUNDATION | |||||||
| 313 SOUTH 2ND STREET | LARAMIE | WY | 82070 | NONE | PUBLIC FOUNDATION | TATE DONOR DESIGNATED FUND | $180,000 |
| WYOMING NONPROFIT NETWORK | |||||||
| 5410 BISHOP BLVD | CHEYENNE | WY | 82009 | NONE | PUBLIC CHARITY | DIRECTOR DESIGNATED DONATION | $5,000 |
| WYOMING PBS | |||||||
| 2660 PECK AVENUE | RIVERTON | WY | 82501 | NONE | PUBLIC CHARITY | UNRESTRICTED | $1,000 |
| WYOMING PUBLIC MEDIA | |||||||
| DEPT 3984 1000 E UNIVERSITY AVE | LARAMIE | WY | 82071 | NONE | PUBLIC CHARITY | ALL UNRESTRICTED | $5,000 |
| WYOMING PUBLIC RADIO | |||||||
| 1000 E UNIVERSITY AVE DEPT 3984 | LARAMIE | WY | 82071 | NONE | PUBLIC CHARITY | DIRECTOR DESIGNATED DONATION | $5,000 |
| WYOMING WOMEN'S FOUNDATION | |||||||
| 1472 N 5TH STREET SUITE 201 | LARAMIE | WY | 82072 | NONE | PUBLIC CHARITY | DIRECTOR DESIGNATED DONATION | $5,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $255,000 | 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 | $37,583 | ExclusionAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $98,677 | ExclusionAmt |
Other Investment Income OtherInvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 15 | ExclusionCd |
| Exclusion | $75,031 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $264,306 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $475,597 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $475,597 | 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 | $13,527 | Amt |
| Net Investment Income | $6,764 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $6,763 | 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 | $3,906,829 | EOYBookValueAmt |
| EOYFMV | $7,489,143 | 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 | $400,471 | BookValueAmt |
| EOYFMV | $348,329 | EOYFMVAmt |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp (3 entries)
| DescDesc | BOY Book ValueBOYBookValueAmt | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| ACCUMULATED DEPLETION ON MINERAL PROPERTIES | -$195,136 | -$205,695 | |
| MINERAL TRUST | $311,267 | $311,267 | $281,795 |
| PREPAID FEDERAL INCOME TAX | $3,514 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (5 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| INVESTMENT MANAGEMENT FEES | $31,896 | $31,896 | $0 |
| ROYALTY PRODUCTION TAXES | $7,913 | $7,913 | $0 |
| DUES AND SUBSCRIPTIONS | $1,092 | $546 | $546 |
| BANK FEES | $24 | $12 | $12 |
| INSURANCE | $750 | $375 | $375 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt |
|---|---|---|---|
| ROYALTIES | $70,393 | $70,393 | $70,393 |
| OTHER INCOME | $4,638 | $4,638 | $4,638 |
Other Liabilities Schedule OtherLiabilitiesSchedule
Other Liabilities Detail OtherLiabilitiesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | FEDERAL TAX PAYABLE | Desc |
| BOY Book Value | $6,910 | BOYBookValueAmt |
| EOY Book Value | $0 | EOYBookValueAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (3 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| FEDERAL EXCISE TAX | $5,726 | $0 | $0 |
| STATE WITHHOLDING TAX | $4,914 | $4,914 | $0 |
| PROPERTY TAXES | $657 | $657 | $0 |