MYRA FOX SKELTON FOUNDATION: Form 990PF, tax year 2025
View the entire original 990 at ProPublica ↗
- Organization
- MYRA FOX SKELTON FOUNDATION (EIN 83-6029858)
- Tax period
- 2025-01-01 to 2025-12-31
- Filed
- 2026-05-04
- IRS object ID
- 202611249349104411
- Schema version
- 2025v4.0
- 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 Stock Schedule
- Investments Other Schedule2
- Other Decreases Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Other Increases Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2026-05-04T17:01:38-05:00 | ReturnTs |
| Tax Period End | 2025-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 920460586 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | PWC US TAX LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 301 GRANT STREET 45TH FLOOR | AddressLine1Txt |
| City | PITTSBURGH | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 15219 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2025-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 836029858 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | SKELTON MYRA F FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | SKEL | BusinessNameControlTxt |
| Phone | 8887304933 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 505 MAC H0006-092 | AddressLine1Txt |
| City | SAINT LOUIS | CityNm |
| State Abbreviation | MO | StateAbbreviationCd |
| ZIP | 63166 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | - | PersonNm |
| Person Title | TRUSTEE | PersonTitleTxt |
| Phone | 8887304933 | PhoneNum |
| Signature | 2026-04-26 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | LAURA B STROBEL | PreparerPersonNm |
| PTIN | P01271955 | PTIN |
| Phone | 4123556000 | PhoneNum |
| Preparation | 2026-04-26 | PreparationDt |
| Self Employed | Yes (X) | SelfEmployedInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2025 | 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 | $3,323,278 | FMVAssetsEOYAmt |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Dividends Rev And Expnss | $76,043 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $75,773 | DividendsNetInvstIncmAmt |
| Gross Rents Rev And Expnss | $131,113 | GrossRentsRevAndExpnssAmt |
| Gross Rents Net Invst Incm | $131,113 | GrossRentsNetInvstIncmAmt |
| Net Rental Income Or Loss | $131,113 | NetRentalIncomeOrLossAmt |
| Net Gain Sale Ast Rev And Expnss | $68,459 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $880,939 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $68,459 | CapGainNetIncmNetInvstIncmAmt |
| Net ST Capital Gain Adj Net Incm | $0 | NetSTCapitalGainAdjNetIncmAmt |
| Other Income Rev And Expnss | $122 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $122 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $275,737 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $275,467 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $38,126 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $28,595 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $9,532 | CompOfcrDirTrstDsbrsChrtblAmt |
| Oth Empl Slrs Wgs Net Invst Incm | $0 | OthEmplSlrsWgsNetInvstIncmAmt |
| Oth Empl Slrs Wgs Adj Net Incm | $0 | OthEmplSlrsWgsAdjNetIncmAmt |
| Oth Empl Slrs Wgs Dsbrs Chrtbl | $0 | OthEmplSlrsWgsDsbrsChrtblAmt |
| Pension Empl Bnft Net Invst Incm | $0 | PensionEmplBnftNetInvstIncmAmt |
| Pension Empl Bnft Adj Net Incm | $0 | PensionEmplBnftAdjNetIncmAmt |
| Legal Fees Dsbrs Chrtbl | $0 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $1,786 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $0 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Adj Net Incm | $0 | AccountingFeesAdjNetIncmAmt |
| Accounting Fees Chrtbl Prps | $1,786 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $1,923 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $1,923 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Interest Dsbrs Chrtbl | $0 | InterestDsbrsChrtblAmt |
| Taxes Rev And Expnss | $4,195 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $1,766 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Deprec And Dpltn Rev And Expnss | $0 | DeprecAndDpltnRevAndExpnssAmt |
| Deprec And Dpltn Net Invst Incm | $0 | DeprecAndDpltnNetInvstIncmAmt |
| Trav Conf Meeting Net Invst Incm | $0 | TravConfMeetingNetInvstIncmAmt |
| Trav Conf Meeting Adj Net Incm | $0 | TravConfMeetingAdjNetIncmAmt |
| Printing And Pub Net Invst Incm | $0 | PrintingAndPubNetInvstIncmAmt |
| Printing And Pub Adj Net Incm | $0 | PrintingAndPubAdjNetIncmAmt |
| Other Expenses Rev And Expnss | $30,499 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $30,499 | OtherExpensesNetInvstIncmAmt |
| Tot Opr Expenses Rev And Expnss | $76,529 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $62,783 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $0 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $11,318 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $63,000 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $63,000 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $139,529 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $62,783 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $0 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $74,318 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $136,208 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $212,684 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $137,036 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $139,091 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $139,091 | SavAndTempCashInvstEOYFMVAmt |
| Acct Rcvbl EOY | $0 | AcctRcvblEOYAmt |
| Acct Rcvbl EOYFMV | $0 | AcctRcvblEOYFMVAmt |
| Other Rcvbl Allwnc Dbtfl Acct | $0 | OtherRcvblAllwncDbtflAcctAmt |
| Corporate Stock BOY | $551,512 | CorporateStockBOYAmt |
| Corporate Stock EOY | $609,654 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $1,086,944 | CorporateStockEOYFMVAmt |
| Other Investments BOY | $1,289,848 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $1,366,788 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $2,097,243 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $1,978,396 | TotalAssetsBOYAmt |
| Total Assets EOY | $2,115,533 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $3,323,278 | TotalAssetsEOYFMVAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $1,978,396 | CapitalStockBOYAmt |
| Capital Stock EOY | $2,115,533 | CapitalStockEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $1,978,396 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $2,115,533 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $1,978,396 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $2,115,533 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $1,978,396 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $136,208 | ExcessRevenueOverExpensesAmt |
| Other Increases | $1,322 | OtherIncreasesAmt |
| Subtotal | $2,115,926 | SubtotalAmt |
| Other Decreases | $393 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $2,115,533 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (120 entries)
| PropertyPropertyDesc | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|
| 22. ALPHABET INC CL C | 2022-03-08 | 2025-01-23 | $4,399 | $2,820 | $1,579 | $1,579 |
| 13. AMAZON COM INC COM | 2024-06-11 | 2025-01-23 | $3,035 | $2,422 | $613 | $613 |
| 17. BROADCOM INC | 2024-07-23 | 2025-01-23 | $4,051 | $2,775 | $1,276 | $1,276 |
| 54. BROADCOM INC | 2025-01-23 | $12,868 | $2,623 | $10,245 | $10,245 | |
| 66. CITIGROUP INC. | 2025-01-23 | $5,413 | $4,306 | $1,107 | $1,107 | |
| 200. ISHARES CORE U.S. AGGREGATE ETF | 2019-05-14 | 2025-01-23 | $19,359 | $21,789 | -$2,430 | -$2,430 |
| 300. ISHR CR UNVRSE USD BD ETF-UI ETF | 2021-10-19 | 2025-01-23 | $13,546 | $15,906 | -$2,360 | -$2,360 |
| 7. JPMORGAN CHASE & CO | 2024-09-05 | 2025-01-23 | $1,853 | $1,541 | $312 | $312 |
| 9. JPMORGAN CHASE & CO | 2021-10-19 | 2025-01-23 | $2,382 | $1,507 | $875 | $875 |
| 33. SUNCOR ENERGY INC NEW F | 2024-09-05 | 2025-01-23 | $1,306 | $1,296 | $10 | $10 |
| 39. SUNCOR ENERGY INC NEW F | 2024-01-04 | 2025-01-23 | $1,543 | $1,338 | $205 | $205 |
| 26. TOTAL S.A. - ADR | 2024-07-23 | 2025-01-23 | $1,530 | $1,767 | -$237 | -$237 |
| 17. VANGUARD MIDCAP VIPER | 2022-12-29 | 2025-01-23 | $4,695 | $3,486 | $1,209 | $1,209 |
| 7. ABBVIE INC | 2024-09-05 | 2025-03-20 | $1,491 | $1,380 | $111 | $111 |
| 15. ABBVIE INC | 2025-03-20 | $3,195 | $2,417 | $778 | $778 | |
| 17. CELANESE CORP | 2025-03-20 | $947 | $1,767 | -$820 | -$820 | |
| 92. CELANESE CORP | 2025-03-20 | $5,125 | $10,020 | -$4,895 | -$4,895 | |
| 134. FIRST TRUST GLOBAL TACTICAL | 2023-08-10 | 2025-03-20 | $3,396 | $3,265 | $131 | $131 |
| 218. GOLDMAN SACHS ACTIVEBETA INT ETF | 2021-10-19 | 2025-03-20 | $7,991 | $7,683 | $308 | $308 |
| 147. INVESCO OPTIMUM YIELD DIVERSIF ETF | 2022-12-02 | 2025-03-20 | $1,966 | $2,492 | -$526 | -$526 |
| 361. ISHARES CORE U.S. AGGREGATE ETF | 2019-05-14 | 2025-03-20 | $35,699 | $39,329 | -$3,630 | -$3,630 |
| 694. ISHARES IBOXX $ INVESTMENT | 2025-03-20 | $75,747 | $74,091 | $1,656 | $1,656 | |
| 40. ISHARES JP MORGAN USD EMERGING | 2024-07-23 | 2025-03-20 | $3,662 | $3,593 | $69 | $69 |
| 200. ISHARES CORE MSCI EAFE ETF | 2025-03-20 | $15,521 | $13,818 | $1,703 | $1,703 | |
| 31. ISHARES CORE MSCI EMERGING ETF | 2022-03-08 | 2025-03-20 | $1,711 | $1,644 | $67 | $67 |
| 87. ISHR CR UNVRSE USD BD ETF-UI ETF | 2021-10-19 | 2025-03-20 | $4,004 | $4,613 | -$609 | -$609 |
| 2. ELI LILLY & CO COM | 2024-07-23 | 2025-03-20 | $1,678 | $1,746 | -$68 | -$68 |
| 41. ABBVIE INC | 2025-05-23 | $7,534 | $7,209 | $325 | $325 | |
| 47. ABBVIE INC | 2025-05-23 | $8,637 | $5,938 | $2,699 | $2,699 | |
| 50. ALPHABET INC CL C | 2025-03-20 | 2025-05-23 | $8,543 | $8,186 | $357 | $357 |
| 9. ALPHABET INC CL C | 2022-03-08 | 2025-05-23 | $1,538 | $1,154 | $384 | $384 |
| 101. BROADCOM INC | 2025-03-20 | 2025-05-23 | $23,244 | $19,367 | $3,877 | $3,877 |
| 18. BROADCOM INC | 2020-03-06 | 2025-05-23 | $4,143 | $475 | $3,668 | $3,668 |
| 113. CELANESE CORP | 2024-12-31 | 2025-05-23 | $5,924 | $7,789 | -$1,865 | -$1,865 |
| 40. CELANESE CORP | 2025-05-23 | $2,097 | $2,130 | -$33 | -$33 | |
| 61. CISCO SYSTEMS INC | 2025-03-20 | 2025-05-23 | $3,843 | $3,688 | $155 | $155 |
| 372. CISCO SYSTEMS INC | 2025-05-23 | $23,438 | $13,333 | $10,105 | $10,105 | |
| 157. CITIGROUP INC. | 2025-05-23 | $11,491 | $10,805 | $686 | $686 | |
| 22. CITIGROUP INC. | 2022-03-08 | 2025-05-23 | $1,610 | $1,218 | $392 | $392 |
| 10. HOME DEPOT INC | 2025-05-23 | $3,636 | $3,598 | $38 | $38 | |
| 8. HOME DEPOT INC | 2025-05-23 | $2,909 | $2,702 | $207 | $207 | |
| 29. JPMORGAN CHASE & CO | 2025-03-20 | 2025-05-23 | $7,590 | $6,861 | $729 | $729 |
| 11. JPMORGAN CHASE & CO | 2025-05-23 | $2,879 | $1,743 | $1,136 | $1,136 | |
| 20. LAM RESH CORP | 2024-07-23 | 2025-05-23 | $1,619 | $1,939 | -$320 | -$320 |
| 113. MANULIFE FINANCIAL CORP | 2025-03-20 | 2025-05-23 | $3,527 | $3,450 | $77 | $77 |
| 459. MANULIFE FINANCIAL CORP | 2025-05-23 | $14,328 | $7,404 | $6,924 | $6,924 | |
| 30. MCDONALDS CORP | 2023-06-16 | 2025-05-23 | $9,464 | $8,862 | $602 | $602 |
| 25. MERCK & CO INC NEW | 2025-05-23 | $1,941 | $2,709 | -$768 | -$768 | |
| 199. MERCK & CO INC NEW | 2025-05-23 | $15,451 | $13,057 | $2,394 | $2,394 | |
| 52. MONDELEZ INTERNATIONAL INC | 2023-06-16 | 2025-05-23 | $3,449 | $3,850 | -$401 | -$401 |
| 37. RTX CORP | 2025-05-23 | $4,903 | $4,733 | $170 | $170 | |
| 15. RTX CORP | 2022-12-02 | 2025-05-23 | $1,988 | $1,512 | $476 | $476 |
| 56. REGIONS FINL CORP NEW | 2024-09-05 | 2025-05-23 | $1,193 | $1,281 | -$88 | -$88 |
| 174. REGIONS FINL CORP NEW | 2022-12-02 | 2025-05-23 | $3,707 | $4,025 | -$318 | -$318 |
| 48. STARBUCKS CORP COM | 2023-06-16 | 2025-05-23 | $4,054 | $4,899 | -$845 | -$845 |
| 139. SUNCOR ENERGY INC NEW F | 2025-05-23 | $4,962 | $5,070 | -$108 | -$108 | |
| 114. SUNCOR ENERGY INC NEW F | 2025-05-23 | $4,069 | $3,800 | $269 | $269 | |
| 40. TARGET CORP | 2025-05-23 | $3,797 | $5,842 | -$2,045 | -$2,045 | |
| 76. TARGET CORP | 2025-05-23 | $7,215 | $9,861 | -$2,646 | -$2,646 | |
| 32. TOTAL S.A. - ADR | 2025-05-23 | $1,853 | $2,069 | -$216 | -$216 | |
| 109. TOTAL S.A. - ADR | 2025-05-23 | $6,313 | $6,572 | -$259 | -$259 | |
| 18. UNILEVER PLC - ADR | 2024-09-05 | 2025-05-23 | $1,146 | $1,176 | -$30 | -$30 |
| 150. UNILEVER PLC - ADR | 2025-05-23 | $9,553 | $7,961 | $1,592 | $1,592 | |
| 22. UNION PACIFIC CORP | 2025-05-23 | $4,896 | $5,349 | -$453 | -$453 | |
| 2. UNION PACIFIC CORP | 2024-01-04 | 2025-05-23 | $445 | $483 | -$38 | -$38 |
| 66. UNITED PARCEL SERVICE-CL B | 2025-05-23 | $6,319 | $8,765 | -$2,446 | -$2,446 | |
| 93. UNITED PARCEL SERVICE-CL B | 2025-05-23 | $8,905 | $12,636 | -$3,731 | -$3,731 | |
| 2. WASTE MANAGEMENT INC | 2024-12-31 | 2025-05-23 | $474 | $403 | $71 | $71 |
| 22. WASTE MANAGEMENT INC | 2024-01-04 | 2025-05-23 | $5,215 | $3,954 | $1,261 | $1,261 |
| 14. EATON CORP PLC | 2025-05-23 | $4,510 | $4,323 | $187 | $187 | |
| 10. TE CONNECTIVITY PLC | 2025-03-20 | 2025-05-23 | $1,581 | $1,467 | $114 | $114 |
| 16. TE CONNECTIVITY PLC | 2023-02-14 | 2025-05-23 | $2,530 | $2,105 | $425 | $425 |
| 13. GARMIN LTD | 2025-03-20 | 2025-05-23 | $2,617 | $2,722 | -$105 | -$105 |
| 72. GARMIN LTD | 2025-05-23 | $14,496 | $6,782 | $7,714 | $7,714 | |
| 1054. FIRST TRUST GLOBAL TACTICAL | 2023-08-10 | 2025-06-18 | $27,236 | $25,683 | $1,553 | $1,553 |
| 15. ALPHABET INC CL C | 2022-03-08 | 2025-07-02 | $2,687 | $1,923 | $764 | $764 |
| 25. RTX CORP | 2025-07-02 | $3,605 | $2,515 | $1,090 | $1,090 | |
| 11. UNITEDHEALTH GROUP INC | 2025-07-02 | $3,406 | $4,935 | -$1,529 | -$1,529 | |
| 7. UNITEDHEALTH GROUP INC | 2021-10-19 | 2025-07-02 | $2,167 | $2,988 | -$821 | -$821 |
| 385. SPDR GOLD MINISHARES TRUST ETF | 2025-01-01 | 2025-07-11 | $2 | $2 | ||
| 3. ADOBE SYS INC | 2024-12-31 | 2025-07-16 | $1,088 | $1,334 | -$246 | -$246 |
| 5. ADOBE SYS INC | 2023-06-16 | 2025-07-16 | $1,813 | $2,498 | -$685 | -$685 |
| 14. BROADCOM INC | 2020-03-06 | 2025-07-16 | $3,912 | $369 | $3,543 | $3,543 |
| 7. UNITEDHEALTH GROUP INC | 2025-05-23 | 2025-07-16 | $2,055 | $2,069 | -$14 | -$14 |
| 25. UNITEDHEALTH GROUP INC | 2025-07-16 | $7,339 | $3,230 | $4,109 | $4,109 | |
| 16. TE CONNECTIVITY PLC | 2023-02-14 | 2025-07-16 | $2,806 | $2,105 | $701 | $701 |
| 385. SPDR GOLD MINISHARES TRUST ETF | 2025-01-01 | 2025-08-08 | $2 | $2 | ||
| 15. APPLE INC | 2024-07-23 | 2025-08-19 | $3,470 | $3,363 | $107 | $107 |
| 2. BLACKROCK INC | 2021-10-19 | 2025-08-19 | $2,253 | $1,799 | $454 | $454 |
| 294. FIRST TRUST GLOBAL TACTICAL | 2025-08-19 | $7,279 | $6,981 | $298 | $298 | |
| 713. FIRST TRUST GLOBAL TACTICAL | 2025-08-19 | $17,653 | $17,105 | $548 | $548 | |
| 64. GOLDMAN SACHS ACTIVEBETA INT ETF | 2021-10-19 | 2025-08-19 | $2,615 | $2,256 | $359 | $359 |
| 24. ISHARES JP MORGAN USD EMERGING | 2025-08-19 | $2,254 | $2,120 | $134 | $134 | |
| 42. ISHARES CORE MSCI EAFE ETF | 2023-05-09 | 2025-08-19 | $3,623 | $2,889 | $734 | $734 |
| 41. ISHARES CORE MSCI EMERGING ETF | 2022-03-08 | 2025-08-19 | $2,553 | $2,175 | $378 | $378 |
| 5. JPMORGAN CHASE & CO | 2025-08-19 | $1,454 | $669 | $785 | $785 | |
| 6. MICROSOFT CORP | 2024-07-23 | 2025-08-19 | $3,090 | $2,664 | $426 | $426 |
| 920. VANGUARD RUSSELL 2000 | 2025-08-19 | $84,854 | $78,808 | $6,046 | $6,046 | |
| 40. VANGUARD MIDCAP VIPER | 2025-08-19 | $11,474 | $10,536 | $938 | $938 | |
| 19. BROADCOM INC | 2020-03-06 | 2025-09-08 | $6,551 | $501 | $6,050 | $6,050 |
| 385. SPDR GOLD MINISHARES TRUST ETF | 2025-01-01 | 2025-09-10 | $2 | $2 | ||
| 6. BERKSHIRE HATHAWAY INC. | 2025-05-23 | 2025-09-23 | $2,965 | $3,031 | -$66 | -$66 |
| 33. LAM RESH CORP | 2025-09-23 | $4,328 | $2,007 | $2,321 | $2,321 | |
| 19. RTX CORP | 2025-09-23 | $3,035 | $1,738 | $1,297 | $1,297 | |
| 17. COGNIZANT TECH SOLUTIONS CRP COM | 2025-05-23 | 2025-10-07 | $1,155 | $1,350 | -$195 | -$195 |
| 105. COGNIZANT TECH SOLUTIONS CRP COM | 2025-10-07 | $7,132 | $6,624 | $508 | $508 | |
| 385. SPDR GOLD MINISHARES TRUST ETF | 2025-01-01 | 2025-10-07 | $2 | $2 | ||
| 20. ADVANCED MICRO DEVICES INC | 2025-11-05 | $5,164 | $2,320 | $2,844 | $2,844 | |
| 21. EATON CORP PLC | 2022-03-08 | 2025-11-05 | $8,231 | $3,095 | $5,136 | $5,136 |
| 385. SPDR GOLD MINISHARES TRUST ETF | 2025-01-01 | 2025-11-14 | $3 | $2 | $1 | $1 |
| 9. ALPHABET INC CL C | 2022-03-08 | 2025-11-20 | $2,737 | $1,154 | $1,583 | $1,583 |
| 137. INVESCO OPTIMUM YIELD DIVERSIF ETF | 2022-12-02 | 2025-11-20 | $1,865 | $2,322 | -$457 | -$457 |
| 1032. ISHARES CORE U.S. AGGREGATE ETF | 2025-11-20 | $103,387 | $110,573 | -$7,186 | -$7,186 | |
| 108. NETFLIX.COM INC | 2025-05-23 | 2025-11-20 | $11,857 | $12,844 | -$987 | -$987 |
| 15. UBER TECHNOLOGIES INC | 2025-09-08 | 2025-11-20 | $1,343 | $1,417 | -$74 | -$74 |
| 51. SPDR GOLD MINISHARES TRUST ETF | 2025-06-18 | 2025-11-20 | $4,118 | $3,420 | $698 | $698 |
| 334. SPDR GOLD MINISHARES TRUST ETF | 2025-01-01 | 2025-12-05 | $2 | $2 | ||
| 14. ECOLAB INC | 2025-05-23 | 2025-12-11 | $3,640 | $3,656 | -$16 | -$16 |
| 7.6 MAGNUM ICE CREAM CO BV/THE | 2024-12-31 | 2025-12-11 | $118 | $110 | $8 | $8 |
| 29.4 MAGNUM ICE CREAM CO BV/THE | 2025-12-11 | $455 | $368 | $87 | $87 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $68,459 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $2,956 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $2,956 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $2,956 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $2,409 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Total Payments And Credits | $2,409 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Tax Due | $547 | TaxDueAmt |
| Applied To ES Tax | $0 | AppliedToESTaxAmt |
| Refund | $0 | RefundAmt |
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 | WY | 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 | WELLS FARGO BANK NA | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 8003523705 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 100 N MAIN ST FL 5D4001-052 | AddressLine1Txt |
| City | WINSTON SALEM | CityNm |
| State Abbreviation | NC | StateAbbreviationCd |
| ZIP | 27101 | 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 | Yes (true) | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | false | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | false | PaymentToGovernmentOfficialInd |
| Acts Fail To Qlfy As Exceptions | false | ActsFailToQlfyAsExceptionsInd |
| 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
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | WELLS FARGO BANK N A | PersonNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 100 N MAIN ST FL 5D4001-052 | AddressLine1Txt |
| City | WINSTON SALEM | CityNm |
| State Abbreviation | NC | StateAbbreviationCd |
| ZIP | 27101 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Title | TRUSTEE | TitleTxt |
| Average Hrs Per Wk Devoted To Pos | 1 | AverageHrsPerWkDevotedToPosRt |
| Compensation | $38,126 | CompensationAmt |
| 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 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Summary Of Direct Chrtbl Acty | SummaryOfDirectChrtblActyGrp | |
| Sum Of Program Related Invst | SumOfProgramRelatedInvstGrp |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $3,078,844 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $104,704 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $3,183,548 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $3,183,548 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $47,753 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $3,135,795 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $156,790 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $156,790 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $2,956 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $2,956 | TotalTaxAmt |
| Distributable Before Adj | $153,834 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $153,834 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $153,834 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $74,318 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Charitable Assets Acquis Paid | $0 | CharitableAssetsAcquisPaidAmt |
| Set Aside Suitability Test | $0 | SetAsideSuitabilityTestAmt |
| Set Aside Cash Distri Test | $0 | SetAsideCashDistriTestAmt |
| Qualifying Distributions | $74,318 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $153,834 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $18,717 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $10,351 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $6,076 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $0 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $0 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $35,144 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $74,318 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $74,318 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $0 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $35,144 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $35,144 | 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 | $44,372 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $0 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $0 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $0 | ExcessFromYear4Amt |
| Excess From Year3 | $0 | ExcessFromYear3Amt |
| Excess From Year2 | $0 | ExcessFromYear2Amt |
| Excess From Year1 | $0 | ExcessFromYear1Amt |
| Excess From Current Year | $0 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | NONE | ContributingManagerNm |
| Shareholder Manager | NONE | ShareholderManagerNm |
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | WELLS FARGO PHILANTROPHIC SERVICES | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 100 N MAIN ST MAC D4001-117 | AddressLine1Txt |
| City | WINSTON SALEM | CityNm |
| State Abbreviation | NC | StateAbbreviationCd |
| ZIP | 27101 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 8882341999 | RecipientPhoneNum |
| Recipient Email Address | GRANTSADMINISTRATION@WELLSFARGO.COM | RecipientEmailAddressTxt |
| Form And Info And Materials | APPLY ONLINE AT WWW.WELLSFARGO.COM/PRIVATEFOUNDATIONS/ SKELTON | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | APRIL 1ST AND OCTOBER 1ST | SubmissionDeadlinesTxt |
| Restrictions On Awards | 501(C)(3) ORGANIZATION PRIMARILY IN NATRONA COUNTY, WYOMING - WITH INTERESTS IN YOUTH, HEALTH EDUCATION | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp
Recipient Business Name RecipientBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | UNIVERSITY OF WYOMING FOUNDATION | BusinessNameLine1Txt |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 222 SOUTH 22ND STREET | AddressLine1Txt |
| City | LARAMIE | CityNm |
| State Abbreviation | WY | StateAbbreviationCd |
| ZIP | 82070 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Relationship | NONE | RecipientRelationshipTxt |
| Recipient Foundation Status | PC | RecipientFoundationStatusCd |
| Grant Or Contribution Purpose | GENERAL OPERATING | GrantOrContributionPurposeTxt |
| Amt | $63,000 | Amt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $63,000 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fees Contracts From Govt Ag | FeesContractsFromGovtAgGrp | |
| Membership Dues And Assmnt | MembershipDuesAndAssmntGrp | |
| Int On Sav And Temp Cash Invst | IntOnSavAndTempCashInvstGrp |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $76,043 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Net Rntl Incm Re Debt Fincd Prop | NetRntlIncmReDebtFincdPropGrp |
Net Rntl Incm Re Not Debt Fincd Prop NetRntlIncmReNotDebtFincdProp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 16 | ExclusionCd |
| Exclusion | $131,113 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Net Rental Income Personal Prop | NetRentalIncomePersonalPropGrp | |
| Other Investment Income | OtherInvestmentIncomeGrp |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $68,459 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Net Income Loss From Special Evt | NetIncomeLossFromSpecialEvtGrp | |
| Gross Profit Loss Sls Of Invntry | GrossProfitLossSlsOfInvntryGrp |
Other Revenue Described OtherRevenueDescribedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | REY320030 MINERAL | Desc |
| Exclusion | 1 | ExclusionCd |
| Exclusion | $122 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $275,737 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $275,737 | TotalIncomeProducingActyAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Rln Of Acty To Accom Of Exmpt Prps | RlnOfActyToAccomOfExmptPrpsGrp |
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 PREPARATION FEE (NON-ALLOC | CategoryTxt |
| Amt | $1,786 | Amt |
| Disbursements Charitable Prps | $1,786 | DisbursementsCharitablePrpsAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (58 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| 58933Y105 MERCK & CO INC NEW | ||
| 09260D107 BLACKSTONE INC | $8,494 | $18,343 |
| 532457108 ELI LILLY & CO COM | $5,696 | $33,315 |
| 87612E106 TARGET CORP | ||
| 46625H100 JPMORGAN CHASE & CO | $8,936 | $35,122 |
| 609207105 MONDELEZ INTERNATION | $8,783 | $8,667 |
| 172967424 CITIGROUP INC. | $11,063 | $26,489 |
| 037833100 APPLE INC | $33,786 | $93,520 |
| 904767704 UNILEVER PLC - ADR | ||
| 097023105 BOEING CO | $20,866 | $23,232 |
| 94106L109 WASTE MANAGEMENT INC | $9,424 | $14,940 |
| 17275R102 CISCO SYSTEMS INC | ||
| 11135F101 BROADCOM INC | $3,801 | $53,646 |
| 911312106 UNITED PARCEL SERVIC | ||
| 92826C839 VISA INC-CLASS A SHR | $15,175 | $20,692 |
| 594918104 MICROSOFT CORP | $28,188 | $89,953 |
| 91324P102 UNITEDHEALTH GROUP I | ||
| G29183103 EATON CORP PLC | $5,603 | $13,377 |
| 192446102 COGNIZANT TECH SOLUT | ||
| 56501R106 MANULIFE FINANCIAL C | $5,960 | $17,197 |
| 02079K107 ALPHABET INC CL C | $12,458 | $64,015 |
| H2906T109 GARMIN LTD | $4,583 | $10,143 |
| 75513E101 RTX CORP | $8,734 | $22,008 |
| 907818108 UNION PACIFIC CORP | $10,877 | $13,648 |
| 89151E109 TOTALENERGIES SE -SP | ||
| 883556102 THERMO FISHER SCIENT | $9,875 | $16,804 |
| 867224107 SUNCOR ENERGY INC NE | $13,855 | $23,245 |
| 150870103 CELANESE CORP | ||
| 30303M102 META PLATFORMS INC | $23,259 | $38,945 |
| 00287Y109 ABBVIE INC | $9,481 | $20,107 |
| 437076102 HOME DEPOT INC | $12,955 | $13,764 |
| 7591EP100 REGIONS FINL CORP NE | $9,088 | $11,626 |
| 00724F101 ADOBE INC | $11,458 | $9,100 |
| 007903107 ADVANCED MICRO DEVIC | $7,186 | $16,490 |
| 580135101 MCDONALDS CORP | $14,647 | $16,504 |
| 855244109 STARBUCKS CORP COM | $11,412 | $9,684 |
| 023135106 AMAZON COM INC COM | $45,426 | $53,550 |
| 032654105 ANALOG DEVICES INC | $12,840 | $15,730 |
| 09290D101 BLACKROCK INC | $8,290 | $16,055 |
| 43300A203 HILTON WORLDWIDE HOL | $14,785 | $18,384 |
| 512807306 LAM RESH CORP | $3,165 | $23,452 |
| 571748102 MARSH & MCLENNAN COS | $16,426 | $14,100 |
| G87052109 TE CONNECTIVITY PLC | $5,151 | $14,333 |
| 002824100 ABBOTT LABS | $14,343 | $13,657 |
| 084670702 BERKSHIRE HATHAWAY I | $12,123 | $12,064 |
| 278865100 ECOLAB INC | $8,879 | $8,926 |
| 49338L103 KEYSIGHT TECHNOLOGIE | $11,328 | $14,223 |
| 620076307 MOTOROLA SOLUTIONS, | $16,722 | $15,333 |
| 64110L106 NETFLIX INC | $1,427 | $1,125 |
| 67066G104 NVIDIA CORP | $19,974 | $26,110 |
| 79466L302 SALESFORCE INC | $12,418 | $12,451 |
| 90353T100 UBER TECHNOLOGIES IN | $17,334 | $15,933 |
| 904767803 UNILEVER PLC ADR | $9,564 | $10,987 |
| 931142103 WALMART INC | $10,576 | $12,255 |
| 98419M100 XYLEM INC/NY | $13,929 | $14,980 |
| F92124100 TOTALENERGIES SE | $17,112 | $21,589 |
| N07059210 ASML HOLDING NV-NY R | $12,199 | $17,118 |
| N5505D105 MAGNUM ICE CREAM CO | $13 |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (47 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| REY320147 USA CHEYENNE 042339 | AT COST | $1 | $1 |
| REY320477 USA CHEYENNE 037015 | AT COST | $1 | $1 |
| REY320774 USA CHEYENNE 067759 | AT COST | $1 | $1 |
| REY319990 STATE OF WY 0-3085 & | AT COST | $1 | $1 |
| REY320535 CHEYENNE 043970 A & | AT COST | $1 | $100,777 |
| REY320667 USA CHEYENNE 038384 | AT COST | $1 | $1 |
| REY320139 USA CHEYENNE 037065B | AT COST | $1 | $1 |
| REY312037 ROBERT CONNAGHAN LEA | AT COST | $1 | $1,722 |
| REY319958 USA C 045611-A & W03 | AT COST | $1 | $1,581 |
| REY319974 USA CHEYENNE 045270 | AT COST | $1 | $38,746 |
| REY320709 USA C 069144 HBP T42 | AT COST | $1 | $1 |
| REY311724 USA EVANSTON 015459- | AT COST | $1 | $162 |
| REY320055 USA 0540257 & USA 05 | AT COST | $1 | $11,854 |
| REY311740 USA BUFFALO 037982 & | AT COST | $1 | $1 |
| REY311716 HOT SPRINGS AND PARK | AT COST | $1 | $1 |
| REY320014 USA 044259-A HBP T48 | AT COST | $1 | $29,951 |
| REY320105 J.M. MCGHEE LEASE EX | AT COST | $1 | $1 |
| REY320063 USA CHEYENNE 037089 | AT COST | $1 | $1 |
| REY311757 USA BUFFALO 040027 H | AT COST | $1 | $1 |
| REY311906 CHEYENNE 044820 WYO | AT COST | $1 | $22,653 |
| REY319941 LITTLE GRASS CREEK U | AT COST | $1 | $158 |
| REY319966 USA 045060AEG | AT COST | $1 | $9,379 |
| REY312029 CHEYENNE 044452 WYO | AT COST | $1 | $201,360 |
| REY320030 USA WYOMING 043070 H | AT COST | $1 | $529 |
| REY320550 USA 044254-B HBP T48 | AT COST | $1 | $1 |
| REY319982 USA CHEYENNE 044124 | AT COST | $1 | $855 |
| REY320006 USA BUFFALO 016999A | AT COST | $1 | $1 |
| REY320071 USA CHEYENNE 045194 | AT COST | $1 | $1 |
| REY320089 USA CHEYENNE 073095 | AT COST | $1 | $677 |
| REY317101 FEE MINERALS T9S R27 | AT COST | $1 | $678 |
| REY320022 USA CHEYENNE 063710 | AT COST | $1 | $125,399 |
| REY320097 FEE MINERALS T1S R1E | AT COST | $1 | $1 |
| REY311922 GENERAL PETROLEUM CO | AT COST | $1 | $1 |
| REY320113 FEE MINERALS T42N R1 | AT COST | $1 | $1 |
| 74440Y884 PGIM HIGH YIELD-Q 10 | AT COST | $85,618 | $79,539 |
| 922908629 VANGUARD MIDCAP VIPE | AT COST | $185,794 | $297,766 |
| 46090F100 INVESCO OPTIMUM YIEL | AT COST | $56,054 | $50,337 |
| 46434V613 ISHR CR UNVRSE USD B | AT COST | $115,057 | $105,087 |
| 464288281 ISHARES JP MORGAN US | AT COST | $144,696 | $159,536 |
| 381430107 GOLDMAN SACHS ACTIVE | AT COST | $65,311 | $83,518 |
| 46434G103 ISHARES CORE MSCI EM | AT COST | $145,201 | $159,648 |
| 464287226 ISHARES CORE U.S. AG | AT COST | $313,393 | $316,220 |
| 33739H101 FIRST TRUST GLOBAL T | |||
| 46432F842 ISHARES CORE MSCI EA | AT COST | $127,100 | $163,891 |
| 46435U853 ISHARES BROAD USD HI | AT COST | $106,097 | $106,688 |
| 92206C664 VANGUARD RUSSELL 200 | |||
| 98149E303 SPDR GOLD MINISHARES | AT COST | $22,433 | $28,514 |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail (2 entries)
| DescDesc | AmtAmt |
|---|---|
| PY RETURN OF CAPITAL ADJUSTMENT | $196 |
| COST BASIS ADJ | $197 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (7 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| INVESTMENT EXPENSES - ADR FEES | $20 | $20 | $0 |
| INVESTMENT EXPENSES - PROCEEDS | $13 | $13 | $0 |
| OMG MINERAL INTEREST - PRODUCT | $6,510 | $6,510 | $0 |
| OMG MINERAL INTEREST - AD VALO | $8,805 | $8,805 | $0 |
| MINERAL INTEREST - FEES | $8,610 | $8,610 | $0 |
| OMG OTHER ROYALTY EXPENSES | $6,488 | $6,488 | $0 |
| OMG MINERAL INTEREST - STATE T | $53 | $53 | $0 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | REY320030 MINERAL INCOME | Desc |
| Revenue And Expenses Per Books | $122 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $122 | NetInvestmentIncomeAmt |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail (2 entries)
| DescDesc | AmtAmt |
|---|---|
| MUTUAL FUND TIMING ADJ | $844 |
| TAX LOT BASIS ADJUSTMENT | $478 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | INVESTMNT MNGMNT FEES (NON-DED | CategoryTxt |
| Amt | $1,923 | Amt |
| Net Investment Income | $1,923 | NetInvestmentIncomeAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (4 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| FOREIGN TAXES | $1,395 | $1,395 | $0 |
| FEDERAL TAX PAYMENT - PRIOR YE | $20 | $0 | $0 |
| FEDERAL ESTIMATES - PRINCIPAL | $2,409 | $0 | $0 |
| FOREIGN TAXES ON NONQUALIFIED | $371 | $371 | $0 |