WOLD FOUNDATION: Form 990PF, tax year 2020
View the entire original 990 at ProPublica ↗
- Organization
- WOLD FOUNDATION (EIN 74-2406069)
- Tax period
- 2020-01-01 to 2020-12-31
- Filed
- 2021-11-08
- IRS object ID
- 202123129349100217
- Schema version
- 2020v4.1
- 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
- Schedule B
- Accounting Fees Schedule
- Investments Corp Stock Schedule
- Investments Other Schedule2
- Other Assets Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2021-11-08T09:53:22-06:00 | ReturnTs |
| Tax Period End | 2020-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 830327383 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | LENHART MASON & ASSOCIATES LLC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 900 WERNER COURT STE 200 | AddressLine1Txt |
| City | CASPER | CityNm |
| State Abbreviation | WY | StateAbbreviationCd |
| ZIP | 82601 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2020-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 742406069 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | WOLD FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | WOLD | BusinessNameControlTxt |
| Phone | 3072657252 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 139 WEST 2ND ST NO 200 | AddressLine1Txt |
| City | CASPER | CityNm |
| State Abbreviation | WY | StateAbbreviationCd |
| ZIP | 82601 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | PETER I WOLD | PersonNm |
| Person Title | TREASURER | PersonTitleTxt |
| Phone | 3072657252 | PhoneNum |
| Signature | 2021-11-03 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | PETER | PersonFirstNm |
| Person Last | WOLD | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | XXX-XX-XXXX | SSN |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | RICK REIMANN | PreparerPersonNm |
| PTIN | P00326335 | PTIN |
| Phone | 3072347800 | PhoneNum |
Additional Filer Information AdditionalFilerInformation
Trusted Customer TrustedCustomerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | 3 | TrustedCustomerCd |
| Authentication Assurance Level | AAL1 | AuthenticationAssuranceLevelCd |
| Identity Assurance Level | IAL1 | IdentityAssuranceLevelCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2020 | TaxYr |
| Build TS | 2022-09-23 18:48:47Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $62,735,002 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Rcvd Rev And Expnss | $210,000 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $161 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $161 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $1,080,986 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $1,080,986 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | -$472,577 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $29,290,856 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $0 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $172,323 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $172,323 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $990,893 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $1,253,470 | 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 |
| Oth Empl Slrs Wgs Rev And Expnss | $57,095 | OthEmplSlrsWgsRevAndExpnssAmt |
| Oth Empl Slrs Wgs Net Invst Incm | $0 | OthEmplSlrsWgsNetInvstIncmAmt |
| Oth Empl Slrs Wgs Dsbrs Chrtbl | $57,095 | OthEmplSlrsWgsDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $5,431 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $0 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $5,431 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $446,091 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $444,557 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $1,534 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $35,670 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $15,390 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $8,325 | TaxesDsbrsChrtblAmt |
| Deprec And Dpltn Rev And Expnss | $93,157 | DeprecAndDpltnRevAndExpnssAmt |
| Deprec And Dpltn Net Invst Incm | $93,157 | DeprecAndDpltnNetInvstIncmAmt |
| Trav Conf Meeting Rev And Expnss | $1,142 | TravConfMeetingRevAndExpnssAmt |
| Trav Conf Meeting Net Invst Incm | $0 | TravConfMeetingNetInvstIncmAmt |
| Trav Conf Meeting Dsbrs Chrtbl | $1,142 | TravConfMeetingDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $20,166 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $11,060 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $9,106 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $658,752 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $564,164 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $82,633 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $2,530,100 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $2,530,100 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $3,188,852 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $564,164 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $2,612,733 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$2,197,959 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $689,306 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $242,443 | CashBOYAmt |
| Cash EOY | $67,374 | CashEOYAmt |
| Cash EOYFMV | $67,374 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $2,288,510 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $6,361,156 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $6,361,156 | SavAndTempCashInvstEOYFMVAmt |
| Prepaid Expenses EOY | $10,500 | PrepaidExpensesEOYAmt |
| Prepaid Expenses EOYFMV | $10,500 | PrepaidExpensesEOYFMVAmt |
| US Government Obligations BOY | $4,907,234 | USGovernmentObligationsBOYAmt |
| US Government Obligations EOY | $0 | USGovernmentObligationsEOYAmt |
| US Govt Obligations EOYFMV | $0 | USGovtObligationsEOYFMVAmt |
| Corporate Stock BOY | $45,969,166 | CorporateStockBOYAmt |
| Corporate Stock EOY | $44,874,467 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $55,413,778 | CorporateStockEOYFMVAmt |
| Other Investments BOY | $977,912 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $881,691 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $881,691 | OtherInvestmentsEOYFMVAmt |
| Other Assets BOY | $8,385 | OtherAssetsBOYAmt |
| Other Assets EOY | $503 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $503 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $54,393,650 | TotalAssetsBOYAmt |
| Total Assets EOY | $52,195,691 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $62,735,002 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $407,639 | CapitalStockBOYAmt |
| Capital Stock EOY | $407,639 | CapitalStockEOYAmt |
| Additional Paid In Capital BOY | $0 | AdditionalPaidInCapitalBOYAmt |
| Additional Paid In Capital EOY | $0 | AdditionalPaidInCapitalEOYAmt |
| Retained Earning BOY | $53,986,011 | RetainedEarningBOYAmt |
| Retained Earning EOY | $51,788,052 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $54,393,650 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $52,195,691 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $54,393,650 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $52,195,691 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $54,393,650 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$2,197,959 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $52,195,691 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $52,195,691 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (3 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|
| NEW PROVIDENCE - BANK OF NEW YORK MELLON | P | $28,951,247 | $28,289,023 | $662,224 | $662,224 |
| PUBLIC TRADED SECURITIES - JP MORGAN | P | $296,469 | $324,010 | -$27,541 | -$27,541 |
| BRILLIANT LIGHT POWER | P | $43,140 | $1,150,400 | -$1,107,260 | -$1,107,260 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | -$472,577 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $9,581 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $9,581 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $9,581 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $15,920 | 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 | $15,920 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $6,339 | OverpaymentAmt |
| Applied To ES Tax | $6,339 | 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 | WWW.WOLDFOUNDATION.ORG | WebsiteAddressTxt |
| Individual With Books | PETER I WOLD | IndividualWithBooksNm |
| Phone | 3072657252 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 139 W 2ND ST STE200 | 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 | Yes (1) | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | Yes (1) | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | 0 | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | 0 | PaymentToGovernmentOfficialInd |
| Acts Fail To Qlfy As Exceptions | 0 | ActsFailToQlfyAsExceptionsInd |
| Uncorrected Prior Acts | 0 | UncorrectedPriorActsInd |
| Undistributed Income PY | 0 | UndistributedIncomePYInd |
| Business Holdings | 0 | BusinessHoldingsInd |
| Jeopardy Investments | 0 | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | 0 | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | 0 | InfluenceLegislationInd |
| Influence Election | 0 | InfluenceElectionInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Noncharitable Purpose | 0 | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (3 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 |
|---|---|---|---|---|---|---|---|---|
| JOHN P WOLD | ||||||||
| 381 BAR C ROAD | KAYCEE | WY | 82639 | TRUSTEE, PRESIDENT | 0.75 | $0 | $0 | $0 |
| PETER I WOLD | ||||||||
| 1919 RUSTIC COURT | CASPER | WY | 82609 | TRUSTEE, TREASURER | 1.50 | $0 | $0 | $0 |
| PRISCILLA LONGFIELD | ||||||||
| 2122 SW MYRTLE STREET | PORTLAND | OR | 97201 | TRUSTEE, SECRETARY | 0.75 | $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 | $51,066,386 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $4,729,371 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $882,194 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $56,677,951 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $56,677,951 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $850,169 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $55,827,782 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $2,791,389 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $2,791,389 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $9,581 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $9,581 | TotalTaxAmt |
| Distributable Before Adj | $2,781,808 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $2,781,808 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $2,781,808 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $2,612,733 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $2,612,733 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $0 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $2,612,733 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $2,781,808 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $2,479,506 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Total Excess Distribution Cyov | $0 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $2,612,733 | QualifyingDistributionsAmt |
| Applied To Year1 | $2,479,506 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $133,227 | 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 | $2,648,581 | 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 | GLENDA THOMAS THE WOLD FOUNDATION | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 139 W 2ND ST 200 | AddressLine1Txt |
| City | CASPER | CityNm |
| State Abbreviation | WY | StateAbbreviationCd |
| ZIP | 82601 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 3072657252 | RecipientPhoneNum |
| Form And Info And Materials | SEE ATTACHED | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | OCTOBER 15TH | SubmissionDeadlinesTxt |
| Restrictions On Awards | NONE | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (81 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| ALLIANCE FOR CHOICE IN EDUCATION | |||||||
| PO BOX 300129 | DENVER | CO | 80203 | N/A | PC | 2020-21 ACE WYOMING K-12 SCHOLARSHIP PROGRAM | $20,000 |
| AMERICAN CANCER SOCIETY | |||||||
| PO BOX 22358 | OKLAHOMA CITY | OK | 731231358 | N/A | PC | RELAY FOR LIFE/CANCER RESEARCH | $1,500 |
| ANTELOPE BUTTE FOUNDATION | |||||||
| PO BOX 6624 | SHERIDAN | WY | 82801 | N/A | PC | GENERAL FUND/OPEN ANTELOPE BUTTE CAMPAIGNGENERAL OPERATIONS | $1,000 |
| ARTCORE | |||||||
| PO BOX 847 | CASPER | WY | 82602 | N/A | PC | ANNUAL PROGRAM SUPPORT | $500 |
| BOY SCOUTS - DENVER AREA COUNCIL | |||||||
| 10455 W 6TH AVENUE STE 100 | DENVER | CO | 80215 | N/A | PC | STEM SCOUTS | $2,000 |
| BOY SCOUTS - GREATER WYOMING COUNCIL | |||||||
| 3939 CASPER MOUNTAIN RD | CASPER | WY | 82602 | N/A | PC | GENERAL OPERATING COSTS FOR 2021 | $10,000 |
| BOYS & GIRLS CLUB OF CENTRAL WYOMING | |||||||
| 1700 E K STREET | CASPER | WY | 82601 | N/A | PC | SUSIE MCMURRY TECHNOLOGY CENTER EXPANSION | $25,000 |
| BUFFALO BILL CENTER OF THE WEST | |||||||
| 720 SHERIDAN AVENUE | CODY | WY | 82414 | N/A | PC | BUFFALO BILL CENTER FOR THE WEST - GENERAL OPERATIONS | $10,000 |
| CASA | |||||||
| 350 BIG HORN ROAD | CASPER | WY | 82601 | N/A | PC | ANNUAL SUPPORT | $1,000 |
| CASPER AMATEUR HOCKEY LEAGUE | |||||||
| PO BOX 2562 | CASPER | WY | 82602 | N/A | PC | GENERAL FUNDSPONSORSHIP AND DONATION | $800 |
| CASPER COLLEGE FOUNDATION & ALUMNI ASSOCIATION | |||||||
| 125 COLLEGE DRIVE | CASPER | WY | 82601 | N/A | SO III FI | MARLA AND PETER WOLD HEALTH SCIENCE SCHOLARSHIP | $6,000 |
| CASPER FAMILY YMCA YMCA OF NATRONA COUNTY | |||||||
| 315 E 15TH ST | CASPER | WY | 82601 | N/A | PC | BUILDING TOMORROW TODAY PHASE 2 | $600,000 |
| CENTRAL WYOMING HOSPICE | |||||||
| 319 S WILSON | CASPER | WY | 82601 | N/A | PC | DONATION TO HOSPICE - ANNUAL SUPPORT | $1,000 |
| CHAMINADE HIGH SCHOOL OFFICE OF ADVANCEMENT | |||||||
| 340 JACKSON AVE | MINEOLA | NY | 115012441 | N/A | PC | GENERAL OPERATING | $1,500 |
| CHILDREN'S HOSPITAL COLORADO FOUNDATION | |||||||
| 13123 E 16TH AVENUE BOX 045 | AURORA | CO | 80045 | N/A | PC | PARTNERS FOR CHILDREN'S MENTAL HEALTH (PCMH) PRACTICEWISE MANAGING AND ADAPTING PRACTICE (MAP) MODEL | $10,000 |
| CHILDREN'S HOSPITAL COLORADO FOUNDATION | |||||||
| 13123 E 16TH AVENUE BOX 045 | AURORA | CO | 80045 | N/A | PC | TELEHEALTH MEDICINE FOR WYOMING KIDSPATHWAY TO BILITERACY | $15,000 |
| CHILDREN'S HOSPITAL COLORADO FOUNDATION | |||||||
| 13123 E 16TH AVENUE BOX 045 | AURORA | CO | 80045 | N/A | PC | COURAGE CLASSIS BICYCLE TOUR 2020 | $25,000 |
| CHILDREN'S HOSPITAL COLORADO FOUNDATION | |||||||
| 13123 E 16TH AVENUE BOX 045 | AURORA | CO | 80045 | N/A | PC | WYOMING PATIENT AID FUND | $45,000 |
| CHURCH OF THE ASCENSION | |||||||
| 600 GILPIN STREET | DENVER | CO | 80218 | N/A | PC | GENERAL FUND | $10,000 |
| CLIMB WYO - NATRONA COUNTY | |||||||
| 632 S DAVID ST | CASPER | WY | 82601 | N/A | PC | PROJECT - EMPOWERING LOW-INCOME SINGLE MOTHERS DURING THE COVID-19 PANDEMIC | $5,000 |
| COLORADO COLLEGE | |||||||
| 14 E CACHE LA POUDRE ST | COLORADO SPRINGS | CO | 80903 | N/A | SO III FI | PROJECT - WYOMING KIDS TO ATTEND COLORADO COLLEGE/WOLD FAMILY ENDOWED SCHOLARSHIP | $10,000 |
| COLORADO HOMEOWNERSHIP COALITION | |||||||
| 7800 EAST ORCHARD ROAD | GREENWOOD VILLAGE | CO | 80111 | N/A | PC | MORTGAGE APPLICATION PROGRAM (MAP) | $12,000 |
| COLORADO STATE UNIVERSITY FOUNDATION | |||||||
| 601 SOUTH HOWES STREET | FORT COLLINS | CO | 805239100 | N/A | SO III FI | GENERAL OPERATIONS | $2,500 |
| COLORADO UPLIFT | |||||||
| 400 W 48TH AVE | DENVER | CO | 80216 | N/A | PC | GENERAL OPERATING | $5,000 |
| CORNELL UNIVERSITYJOHNSON GRADUATE SCHOOL OF BUSINESS | |||||||
| BOX 37334 BOONE IA 50037-0334 | ITHACA | NY | 14850 | N/A | SO III FI | INVESTMENT BANKING IMMERSION | $10,000 |
| CORNELL UNIVERSITYJOHNSON GRADUATE SCHOOL OF MANAGEMENT | |||||||
| PO BOX 37334 BOONE IA 50037-0334 | ITHACA | NY | 14850 | N/A | SO III FI | JGSW INVESTMENT BANKING IMMERSION | $10,000 |
| DUCKS UNLIMITED - COLORADO | |||||||
| ONE WATERFOUL WAY | MEMPHIS | TN | 381202351 | N/A | PC | GENERAL FUND | $4,000 |
| EASTER ISLAND FOUNDATION | |||||||
| PO BOX 6774 | LOS OSOS | CA | 934126774 | N/A | PC | PROJECT - EIF SCHOLARSHIP PROGRAM FOR EDUCATIONAL PROGRAMS FOR YOUTH | $10,000 |
| ESCUELA DE GUADELUPE | |||||||
| 660 JULIAN STREET | DENVER | CO | 80204 | N/A | PC | SCHOLARSHIP FUND | $1,000 |
| FLATIRONS COMMUNITY CHURCH INC | |||||||
| 400 W SOUTH BOULDER ROAD | LAFAYETTE | CO | 80026 | N/A | PC | GENERAL OPERATIONS | $5,000 |
| GEORGE C FRISON INSTITUTE OF ARCHAEOLOGY AND ANTHROPOLOGY | |||||||
| 1000 E UNIVERSITY AVENUE | LARAMIE | WY | 82071 | N/A | SO III FI | WOLD FAMILY 2020 GEORGE FRISON INSTITUTE | $2,000 |
| GRALAND COUNTRY DAY SCHOOL | |||||||
| 55 CLERMONT STREET | DENVER | CO | 80220 | N/A | PC | ANNUAL FUND | $14,500 |
| HIGHER GROUND | |||||||
| PO BOX 6791 | KETCHUM | ID | 83340 | N/A | PC | GENERAL FUND - SUPPORT A VETERAN AND THEIR FAMILY | $5,000 |
| HILLSDALE COLLEGE | |||||||
| 33 EAST COLLEGE ST | HILLSDALE | MI | 49242 | N/A | SO III FI | GENERAL FUND | $1,500 |
| HOOFPRINTS OF THE PAST MUSEUM | |||||||
| 344 NOLAN AVE | KAYCEE | WY | 82639 | N/A | PC | PROJECT - DISPLAY CASE | $1,000 |
| I REACH 2 | |||||||
| PO BOX 1060 | EVANSVILLE | WY | 82636 | N/A | PC | GENERAL FUND - PROJECT - REACH FOR ART | $500 |
| JASON'S FRIENDS FOUNDATION | |||||||
| 340 W B ST STE 101 | CASPER | WY | 82601 | N/A | PC | GENERAL FUND - PROJECT - BRENT'S PLACE LODGINGANNUAL BOWL FOR JASON - LANE SPONSOR | $5,000 |
| MEALS ON WHEELS | |||||||
| 1760 EAST 12TH STREET | CASPER | WY | 82601 | N/A | PC | COVID ADDITIONAL NEEDS | $500 |
| MERCER FAMILY RESOURCE CENTER | |||||||
| 535 WEST YELLOWSTONE | CASPER | WY | 82601 | N/A | PC | FAMILY COVID RESOURCES | $700 |
| MILL CREEK FAMILY YMCA | |||||||
| 13723 PUGET PARK DRIVE | EVERETT | WA | 98208 | N/A | PC | GENERAL FUND | $3,000 |
| MOUNTAIN STATES LEGAL FOUNDATION | |||||||
| 2596 SOUTH LEWIS WAY | LAKEWOOD | CO | 80227 | N/A | PC | ADVANCEMENT OF LITIGATION FOR THE PROTECTION OF LIBERTY AND LAW | $10,000 |
| NATIONAL WESTERN STOCK SHOW | |||||||
| 4655 HUMBOLDT ST | DENVER | CO | 80216 | N/A | PC | DOUBLE THE IMPACT | $11,500 |
| NATIONAL WESTERN STOCK SHOW - CAPITAL CAMPAIGN | |||||||
| 4655 HUMBOLDT ST | DENVER | CO | 80216 | N/A | PC | CAPITAL CAMPAIGN | $500,000 |
| NATIONAL WESTERN STOCK SHOW - LEGACY WALL | |||||||
| 4655 HUMBOLDT ST | DENVER | CO | 80216 | N/A | PC | LEGACY WALL | $2,500 |
| NATIONAL WESTERN STOCK SHOW - YOUNG GUNS | |||||||
| 400 EAST COLLINS DRIVE | CASPER | WY | 82601 | N/A | PC | GENERAL FUND - PROJECT - ART EDUCATION AND THERAPEUTIC ART THERAPY | $3,500 |
| NATIONAL WESTERN STOCK SHOW | |||||||
| 4655 HUMBOLDT ST | DENVER | CO | 80216 | N/A | PC | SCHOLARSHIP FUND | $2,000 |
| NATIONAL WESTERN STOCK SHOW | |||||||
| 4655 HUMBOLDT ST | DENVER | CO | 80216 | N/A | PC | GENERAL OPERATIONS - GOAT AUCTION | $3,500 |
| NATRONA COUNTY LIBRARY FOUNDATION | |||||||
| 307 EAST 2ND STREET | CASPER | WY | 82601 | N/A | PC | ANNUAL SUPPORT | $1,000 |
| OREGON HEALTH & SCIENCE UNIVERSITY FOUNDATION | |||||||
| 1121 SW SALMON ST STE 100 | PORTLAND | OR | 97205 | N/A | PC | TEACHING AND RESEARCHGENERAL FUND | $500,000 |
| OREGON HEALTH & SCIENCE UNIVERSITY FOUNDATION | |||||||
| 1121 SW SALMON ST STE 100 | PORTLAND | OR | 97205 | N/A | PC | OHSU GLOBAL HEALTH IN SE ASIA STUDENT SCHOLARSHIPS IN GLOBAL HEALTH | $15,000 |
| OREGON HEALTH & SCIENCE UNIVERSITY FOUNDATION | |||||||
| 1121 SW SALMON ST STE 100 | PORTLAND | OR | 97205 | N/A | PC | CEI CAPITAL CAMPAIGN | $83,000 |
| OREGON SYMPHONY | |||||||
| 921 SW WASHINGTON STE 200 | PORTLAND | OR | 97205 | N/A | PC | GENERAL OPERATING SUPPORT | $17,000 |
| PLANNED PARENTHOOD OF THE ROCKY MOUNTAINS | |||||||
| 7155 E 38TH AVE | DENVER | CO | 80207 | N/A | PC | PATIENT ASSISTANCE FUND | $25,000 |
| PLATTE RIVER TRAILS | |||||||
| PO BOX 1228 | CASPER | WY | 82602 | N/A | PC | PARADISE VALLEY TO ROBERTSON ROAD BRIDGE | $10,000 |
| PROJECT MAIN STREET | |||||||
| 244 FIFTH AVENUE STE 2417 | NEW YORK | NY | 10001 | N/A | PC | PROJECT MAIN STREET - NATHAN GRAVES - KAYCEE WY | $10,000 |
| RISE AND SHINE LEARNING CENTER | |||||||
| PO BOX 133 | KAYCEE | WY | 82639 | N/A | PC | GENERAL FUND/UPDATE TECHNOLOGY | $4,000 |
| RIVERS OF RECOVERY INC | |||||||
| PO BOX 22326 | SAINT PAUL | MN | 55122 | N/A | PC | GENERAL FUND | $5,000 |
| SCIENCE ZONE | |||||||
| PO BOX 2701 | MILLS | WY | 82644 | N/A | PC | DISCOVERY CENTER/WYMSI ARCHITECTURE | $10,000 |
| SOCIETY OF PETROLEUM ENGINEERS | |||||||
| PO BOX 2154 | CASPER | WY | 82602 | N/A | PC | SCHOLARSHIP FUND | $1,000 |
| SPECIAL OLYMPICS OF WYOMING | |||||||
| 239 W 1ST ST | CASPER | WY | 82601 | N/A | PC | SPONSOR FESTIVAL OF TREES | $3,000 |
| ST JOHN'S EPISCOPAL CHURCH | |||||||
| 913 2ND STREET | SNOHOMISH | WA | 98290 | N/A | PC | GENERAL FUND | $10,000 |
| ST MARK'S EPISCOPAL CHURCH | |||||||
| 701 S WOLCOTT | CASPER | WY | 82601 | N/A | PC | PROJECT - NEW ENTRANCE | $100,000 |
| ST MARK'S EPISCOPAL CHURCH | |||||||
| 701 S WOLCOTT | CASPER | WY | 82601 | N/A | PC | GENERAL FUND | $5,000 |
| TETON SCIENCE SCHOOL | |||||||
| 700 COYOTE CANYON RD | JACKSON | WY | 83001 | N/A | PC | GENERAL FUND - PROJECT PLACE-BASED EDUCATION IN WYOMING SCHOOLS | $100,000 |
| THE HERITAGE FOUNDATION | |||||||
| 215 MASSACHUSETTS AVE NE | WASHINGTON | DC | 20002 | N/A | PC | GENERAL FUND | $2,000 |
| THE TAFT SCHOOL | |||||||
| 110 WOODBURY ROAD | WATERTOWN | CT | 06795 | N/A | PC | GENERAL FUND/WOLD FAMILY CHAIR IN ENVIRONMENTAL STUDIES AND STEWARSHIP FUND | $10,000 |
| TOTEM FALLS PTO | |||||||
| 14211 CASCADE DRIVE | SNOHOMISH | WA | 98296 | N/A | PC | 2020 PTO FUNDS | $5,000 |
| TRINITY BOSTON CONNECTS | |||||||
| 206 CLARENDON STREET | BOSTON | MA | 02116 | N/A | PC | COUNSELING CENTER'S CLINICAL AND RESTORATIVE SUPPORT FOR OUR IN JUVENILE DETENTION | $10,000 |
| TWO FLY FOUNDATION | |||||||
| PO BOX 50338 | CASPER | WY | 82605 | N/A | PC | SPONSORSHIP AND SCHOLARSHIPS | $2,000 |
| UNIVERSITY OF TEXAS - MD ANDERSON CANCER CENTER | |||||||
| PO BOX 301439 | HOUSTON | TX | 772301439 | N/A | PC | ADENOID CYSTIC CARCINOMA RESEARCH | $10,000 |
| UNIVERSITY OF WYOMING ALUMNI ASSOCIATION | |||||||
| 222 SOUTH 2ND STREET | LARAMIE | WY | 82070 | N/A | PC | WOLD FAMILY SCHOLARSHIP | $5,000 |
| UNIVERSITY OF WYOMING FOUNDATION | |||||||
| 1000 E UNIV AVE DEPT 3431 | LARAMIE | WY | 82070 | N/A | SO III FI | JOHN AND JANE WOLD - CENTENNIAL CHAIR IN ENERGY | $30,000 |
| WESTMINSTER SCHOOL | |||||||
| 995 HOPMEADOW STREET | SIMSBURY | CT | 06070 | N/A | PC | GENERAL FUND | $8,000 |
| WILLISTON NORTHAMPTON SCHOOL | |||||||
| 19 PAYSON AVENUE | EASTHAMPTON | MA | 01027 | N/A | PC | FINANCIAL AID FUND | $75,000 |
| WINDY CITY STRIDERS | |||||||
| PO BOX 52116 | CASPER | WY | 82605 | N/A | PC | CASPER CHASE FALLEN SOLDIERS SCHOLARSHIPS | $500 |
| WYOMING AGRICULTURE IN THE CLASSROOM | |||||||
| PO BOX 347 | CHEYENNE | WY | 82003 | N/A | PC | GENERAL FUND - PROJECT - WYOMING STUDENTS, WYOMING'S FUTURE | $5,000 |
| WYOMING FOOD BANK OF THE ROCKIES | |||||||
| PO BOX 116 | MILLS | WY | 82644 | N/A | PC | EMERGENCY FOOD RELIEF - FEEDING WYOMINGITES IN NEED DURING COVID-19 RESPONSE AND RECOVERY | $25,000 |
| WYOMING PROJECT LEARNING TREE | |||||||
| PO BOX 157 | ALCOVA | WY | 82620 | N/A | PC | EXPAND/REPRING WYOMING NATURAL RESOURCE GUIDE AND DEVELOP ON-LINE ACCESS | $1,600 |
| WYOMING RESCUE MISSION | |||||||
| PO BOX 2030 | CASPER | WY | 82602 | N/A | PC | EMERGENCY SERIVCES | $10,000 |
| WYOMING SYMPHONY | |||||||
| 225 SOUTH DAVID ST STE 1 | CASPER | WY | 82601 | N/A | PC | WSO CONCERT SEASON LIVE STREAM | $5,000 |
| YOUTH CRISIS CENTER | |||||||
| 1656 EAST 12TH STREET | CASPER | WY | 82601 | N/A | PC | GENERAL FUND | $500 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $2,530,100 | 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 | $161 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $1,080,986 | ExclusionAmt |
Other Investment Incm Part VII OtherInvestmentIncmPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 15 | ExclusionCd |
| Exclusion | $172,323 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | -$472,577 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $780,893 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $780,893 | 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 |
Schedule B IRS990ScheduleB
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| General Rule | Yes (X) | GeneralRuleInd |
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 1 | ContributorNum |
Contributor Business Name ContributorBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | JOHN S WOLD TRUST | BusinessNameLine1Txt |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 139 WEST 2ND STREET STE 200 | AddressLine1Txt |
| City | CASPER | CityNm |
| State Abbreviation | WY | StateAbbreviationCd |
| ZIP | 82601 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | $210,000 | TotalContributionsAmt |
| Person Contribution | Yes (X) | PersonContributionInd |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | TAX PREPARATION | CategoryTxt |
| Amt | $5,431 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $5,431 | DisbursementsCharitablePrpsAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | SEE ATTACHED SCHEDULE A | StockNm |
| EOY Book Value | $44,874,467 | EOYBookValueAmt |
| EOYFMV | $55,413,778 | EOYFMVAmt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (4 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| INVESTMENT IN UNIVERSITY ENDOWMENT FUND PARTNERSHIP | AT COST | $50,876 | $50,876 |
| OIL & GAS LEASE INTEREST | AT COST | $765,727 | $765,727 |
| TRONA LEASE ORR | AT COST | $64,775 | $64,775 |
| URANIUM LEASE ORR | AT COST | $313 | $313 |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | SOFTWARE | Desc |
| BOY Book Value | $8,385 | BOYBookValueAmt |
| EOY Book Value | $503 | EOYBookValueAmt |
| EOYFMV | $503 | EOYFMVAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (6 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| OFFICE EXPENSES | $1,837 | $918 | $919 |
| OTHER ROYALTY EXPENSES - OIL & GAS | $7,923 | $7,923 | $0 |
| UNIVERSITY ENDOWMENT FUND K-1, LINE 13L - ROYALTY EXP | $2,209 | $2,209 | $0 |
| UNIVERSITY ENDOWMENT FUND K-1, DEPLETION | $10 | $10 | $0 |
| DROPPED LEASES | $305 | $0 | $305 |
| AMORTIZATION | $7,882 | $0 | $7,882 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail (4 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt |
|---|---|---|---|
| OIL & GAS ROYALTIES | $166,636 | $166,636 | $166,636 |
| UNIVERSITY ENDOWMENT FUND K-1, LINE 7 ROYALTIES | $5,434 | $5,434 | $5,434 |
| COAL ROYALTIES | $34 | $34 | $34 |
| UNCLAIMED PROPERTY | $219 | $219 | $219 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| INVESTMENT MANAGEMENT FEES | $444,557 | $444,557 | $0 |
| PAYROLL OUTSOURCE FEES | $1,534 | $0 | $1,534 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (5 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| WYOMING ANNUAL CORP TAX | $27 | $0 | $27 |
| PRODUCTION TAXES ON OIL AND GAS | $15,390 | $15,390 | $0 |
| UNIVERSITY ENDOWMENT FUND K-1, LINE 13W-UTAH ST INC TAX | $94 | $0 | $0 |
| EXCISE TAX | $11,861 | $0 | $0 |
| PAYROLL TAXES | $8,298 | $0 | $8,298 |
Comments