WOLD FOUNDATION: Form 990PF, tax year 2012
View the entire original 990 at ProPublica ↗
- Organization
- WOLD FOUNDATION (EIN 74-2406069)
- Tax period
- 2012-01-01 to 2012-12-31
- Filed
- 2013-08-02
- IRS object ID
- 201302149349100715
- Schema version
- 2012v2.1
- 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
- Accounting Fees Schedule
- Investments Corp Stock Schedule
- Other Assets 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) |
|---|---|---|
| Timestamp | 2013-08-02T15:51:09-05:00 | Timestamp |
| Tax Period End Date | 2012-12-31 | TaxPeriodEndDate |
Preparer Firm PreparerFirm
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 830327383 | EIN |
Preparer Firm Business Name PreparerFirmBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | LENHART MASON & ASSOCIATES LLC | BusinessNameLine1 |
Preparer Firm US Address PreparerFirmUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 135 NORTH ASH STREET | AddressLine1 |
| City | CASPER | City |
| State | WY | State |
| ZIP Code | 82601 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnType |
| Tax Period Begin Date | 2012-01-01 | TaxPeriodBeginDate |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 742406069 | EIN |
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | WOLD FOUNDATION | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Control | WOLD | NameControl |
| Phone | 3072657252 | Phone |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 139 WEST 2ND ST NO 200 | AddressLine1 |
| City | CASPER | City |
| State | WY | State |
| ZIP Code | 82601 | ZIPCode |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | PETER I WOLD | Name |
| Title | TREASURER | Title |
| Phone | 3072657252 | Phone |
| Date Signed | 2013-07-29 | DateSigned |
| Authorize Third Party | 1 | AuthorizeThirdParty |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | RICK MASON | Name |
| PTIN | P00073068 | PTIN |
| Phone | 3072347800 | Phone |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax Year | 2012 | TaxYear |
| Build TS | 2016-02-25 16:41:14Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exempt PF | X | ExemptPF |
| FMV Assets EOY | 1532675 | FMVAssetsEOY |
| Method Of Accounting Cash | X | MethodOfAccountingCash |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Not Required To Attach Schedule B | X | NotRequiredToAttachScheduleB |
| Interest On Savings Rev And Expnss | 23 | InterestOnSavingsRevAndExpnss |
| Interest On Savings Net Invst Incm | 23 | InterestOnSavingsNetInvstIncm |
| Dividends Rev And Expnss | 28127 | DividendsRevAndExpnss |
| Dividends Net Invst Incm | 28127 | DividendsNetInvstIncm |
| Net Gain Sale Assets Rev And Expnss | 45313 | NetGainSaleAssetsRevAndExpnss |
| Gross Sales Price | 286660 | GrossSalesPrice |
| Capital Gain Net Incm Net Invst Incm | 45313 | CapitalGainNetIncmNetInvstIncm |
| Other Income Rev And Expnss | 28650 | OtherIncomeRevAndExpnss |
| Other Income Net Invst Incm | 28650 | OtherIncomeNetInvstIncm |
| Total Revenue And Expenses | 102113 | TotalRevenueAndExpenses |
| Total Net Investment Income | 102113 | TotalNetInvestmentIncome |
| Comp Ofcr Dir Trst Rev And Expnss | 0 | CompOfcrDirTrstRevAndExpnss |
| Comp Ofcr Dir Trst Net Invst Incm | 0 | CompOfcrDirTrstNetInvstIncm |
| Comp Ofcr Dir Trst Dsbrs Chrtbl Prps | 0 | CompOfcrDirTrstDsbrsChrtblPrps |
| Accounting Fees Rev And Expnss | 4660 | AccountingFeesRevAndExpnss |
| Accounting Fees Net Invst Incm | 3436 | AccountingFeesNetInvstIncm |
| Accounting Fees Dsbrs Chrtbl Prps | 1224 | AccountingFeesDsbrsChrtblPrps |
| Other Prof Fees Rev And Expnss | 5890 | OtherProfFeesRevAndExpnss |
| Other Prof Fees Net Invst Incm | 5890 | OtherProfFeesNetInvstIncm |
| Other Prof Fees Dsbrs Chrtbl Prps | 0 | OtherProfFeesDsbrsChrtblPrps |
| Taxes Rev And Expnss | 2065 | TaxesRevAndExpnss |
| Taxes Net Invst Incm | 707 | TaxesNetInvstIncm |
| Taxes Dsbrs Chrtbl Prps | 25 | TaxesDsbrsChrtblPrps |
| Deprec And Depletion Rev And Expnss | 2292 | DeprecAndDepletionRevAndExpnss |
| Deprec And Depletion Net Invst Incm | 2292 | DeprecAndDepletionNetInvstIncm |
| Other Expenses Rev And Expnss | 22 | OtherExpensesRevAndExpnss |
| Other Expenses Net Invst Incm | 22 | OtherExpensesNetInvstIncm |
| Other Expenses Dsbrs Chrtbl Prps | 0 | OtherExpensesDsbrsChrtblPrps |
| Tot Opr Expenses Rev And Expnss | 14929 | TotOprExpensesRevAndExpnss |
| Tot Opr Expenses Net Invst Incm | 12347 | TotOprExpensesNetInvstIncm |
| Tot Opr Expenses Dsbrs Chrtbl Prps | 1249 | TotOprExpensesDsbrsChrtblPrps |
| Contri Gifts Paid Rev And Expnss | 75950 | ContriGiftsPaidRevAndExpnss |
| Contri Gifts Paid Dsbrs Chrtbl Prps | 75950 | ContriGiftsPaidDsbrsChrtblPrps |
| Total Expenses Rev And Expnss | 90879 | TotalExpensesRevAndExpnss |
| Total Expenses Net Invst Incm | 12347 | TotalExpensesNetInvstIncm |
| Total Expenses Dsbrs Chrtbl Prps | 77199 | TotalExpensesDsbrsChrtblPrps |
| Excess Of Revenue Over Expenses | 11234 | ExcessOfRevenueOverExpenses |
| Net Investment Income | 89766 | NetInvestmentIncome |
Balance Sheets BalanceSheets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | 9241 | CashBOY |
| Cash EOY | 2920 | CashEOY |
| Cash EOYFMV | 2920 | CashEOYFMV |
| Savings And Temp Cash Invst BOY | 36222 | SavingsAndTempCashInvstBOY |
| Savings And Temp Cash Invst EOY | 16446 | SavingsAndTempCashInvstEOY |
| Savings And Temp Cash Invst EOYFMV | 16446 | SavingsAndTempCashInvstEOYFMV |
| Accounts Receivable | 558 | AccountsReceivable |
| Accounts Receivable EOY | 558 | AccountsReceivableEOY |
| Accounts Receivable EOYFMV | 558 | AccountsReceivableEOYFMV |
| Investments Corp Stock BOY | 1184746 | InvestmentsCorpStockBOY |
| Investments Corp Stock EOY | 1223811 | InvestmentsCorpStockEOY |
| Investments Corp Stock EOYFMV | 1407344 | InvestmentsCorpStockEOYFMV |
| Other Assets BOY | 64776 | OtherAssetsBOY |
| Other Assets EOY | 64776 | OtherAssetsEOY |
| Other Assets EOYFMV | 105407 | OtherAssetsEOYFMV |
| Total Assets BOY | 1294985 | TotalAssetsBOY |
| Total Assets EOY | 1308511 | TotalAssetsEOY |
| Total Assets EOYFMV | 1532675 | TotalAssetsEOYFMV |
| Total Liabilities BOY | 0 | TotalLiabilitiesBOY |
| Total Liabilities EOY | 0 | TotalLiabilitiesEOY |
| Org That Do Not Follow SFAS117 | X | OrgThatDoNotFollowSFAS117 |
| Capital Stock BOY | 407639 | CapitalStockBOY |
| Capital Stock EOY | 407639 | CapitalStockEOY |
| Paid In Or Capital Surplus BOY | 0 | PaidInOrCapitalSurplusBOY |
| Paid In Or Capital Surplus EOY | 0 | PaidInOrCapitalSurplusEOY |
| Retained Earnings BOY | 887346 | RetainedEarningsBOY |
| Retained Earnings EOY | 900872 | RetainedEarningsEOY |
| Total Net Assets BOY | 1294985 | TotalNetAssetsBOY |
| Total Net Assets EOY | 1308511 | TotalNetAssetsEOY |
| Total Liabilities Net Assets BOY | 1294985 | TotalLiabilitiesNetAssetsBOY |
| Total Liabilities Net Assets EOY | 1308511 | TotalLiabilitiesNetAssetsEOY |
Changes In Net Assets Fund Balances ChangesInNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Net Assets Fund Balances BOY | 1294985 | TotalNetAssetsFundBalancesBOY |
| Excess Of Revenue Over Expenses | 11234 | ExcessOfRevenueOverExpenses |
| Other Increases | 2292 | OtherIncreases |
| Subtotal | 1308511 | Subtotal |
| Other Decreases | 0 | OtherDecreases |
| Total Net Assets Fund Balances EOY | 1308511 | TotalNetAssetsFundBalancesEOY |
Capital Gains And Losses CapitalGainsAndLosses
Capital Gains And Losses Info CapitalGainsAndLossesInfo (3 entries)
| Description Of AssetDescriptionOfAsset | How AcquiredHowAcquired | Gross Sales PriceGrossSalesPrice | Cost Or Other BasisCostOrOtherBasis | Gain Or LossGainOrLoss | Gains Minus Excess Or LossesGainsMinusExcessOrLosses |
|---|---|---|---|---|---|
| PUBLICLY TRADED SECURITIES-CHARLES SCHWAB ACCT | P | 95795 | 91864 | 3931 | 3931 |
| PUBLICLY TRADED SECURITIES-RBC LAZARD ACCT | P | 171393 | 149483 | 21910 | 21910 |
| CAPITAL GAINS DIVIDENDS | P | 19472 | 19472 | 19472 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | 45313 | CapitalGainNetIncome |
Qlfy Und Sect4940e For Reduced Tax QlfyUndSect4940eForReducedTax
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable For4942 Tax | 0 | LiableFor4942Tax |
| Qualifying Distributions Year1 | 71042 | QualifyingDistributionsYear1 |
| Noncharitable Assets Year1 | 1546738 | NoncharitableAssetsYear1 |
| Distribution Ratio Year1 | 0.045930 | DistributionRatioYear1 |
| Qualifying Distributions Year2 | 59050 | QualifyingDistributionsYear2 |
| Noncharitable Assets Year2 | 1428276 | NoncharitableAssetsYear2 |
| Distribution Ratio Year2 | 0.041344 | DistributionRatioYear2 |
| Qualifying Distributions Year3 | 76939 | QualifyingDistributionsYear3 |
| Noncharitable Assets Year3 | 1265839 | NoncharitableAssetsYear3 |
| Distribution Ratio Year3 | 0.060781 | DistributionRatioYear3 |
| Qualifying Distributions Year4 | 84856 | QualifyingDistributionsYear4 |
| Noncharitable Assets Year4 | 1522226 | NoncharitableAssetsYear4 |
| Distribution Ratio Year4 | 0.055745 | DistributionRatioYear4 |
| Qualifying Distributions Year5 | 84201 | QualifyingDistributionsYear5 |
| Noncharitable Assets Year5 | 1814871 | NoncharitableAssetsYear5 |
| Distribution Ratio Year5 | 0.046395 | DistributionRatioYear5 |
| Total Distribution Ratio | 0.250195 | TotalDistributionRatio |
| Average Distribution Ratio | 0.050039 | AverageDistributionRatio |
| Net Noncharitable Assets | 1503357 | NetNoncharitableAssets |
| Adjusted Noncharitable Assets | 75226 | AdjustedNoncharitableAssets |
| One Percent Net Investment Income | 898 | OnePercentNetInvestmentIncome |
| Adj Nonchrtbl Assets And One | 76124 | AdjNonchrtblAssetsAndOnePct |
| Qualifying Distributions | 77199 | QualifyingDistributions |
Excise Tax Based On Investment Incm ExciseTaxBasedOnInvestmentIncm
| Field | Value | IRS element (for citing) |
|---|---|---|
| Domestic Org Meeting Sect4940e | X | DomesticOrgMeetingSect4940e |
| Investment Income Excise Tax | 898 | InvestmentIncomeExciseTax |
| Tax Under Section511 | 0 | TaxUnderSection511 |
| Subtotal | 898 | Subtotal |
| Subtitle A Tax | 0 | SubtitleATax |
| Tax Based On Investment Income | 898 | TaxBasedOnInvestmentIncome |
| Est Tax Payments And Overpayment | 1240 | EstTaxPaymentsAndOverpayment |
| Tax Paid With Extension | 500 | TaxPaidWithExtension |
| Total Credits And Payments | 1740 | TotalCreditsAndPayments |
| Form2220 Attached | X | Form2220Attached |
| Penalty For Underpayment | 4 | PenaltyForUnderpayment |
| Overpayment | 838 | Overpayment |
| Amount Credited To Next Year | 838 | AmountCreditedToNextYear |
| Amount To Be Refunded | 0 | AmountToBeRefunded |
Statements Regarding Activities StatementsRegardingActivities
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Activities | 0 | LegislativePoliticalActivities |
| More Than100 Spent | 0 | MoreThan100Spent |
| Form1120 POL Filed | 0 | Form1120POLFiled |
| Sect4955 Tax On Organization | 0 | Sect4955TaxOnOrganization |
| Sect4955 Tax On Managers | 0 | Sect4955TaxOnManagers |
| Reimbursement Of Tax | 0 | ReimbursementOfTax |
| Activities Not Prev Reported | 0 | ActivitiesNotPrevReported |
| Changes To Articles Or Bylaws | 0 | ChangesToArticlesOrBylaws |
| Unrelated Bus Income Over1000 | 0 | UnrelatedBusIncomeOver1000 |
| Termination Etc | 0 | TerminationEtc |
| Requirements Of Sect508e | 1 | RequirementsOfSect508e |
| At Least5000 In Assets | 1 | AtLeast5000InAssets |
| States Filed With | WY | StatesFiledWith |
| Form990 PF Filed With AG | 1 | Form990PFFiledWithAG |
| Private Operating Foundation | 0 | PrivateOperatingFoundation |
| New Substantial Contributors | 0 | NewSubstantialContributors |
| Interest In Controlled Entity | 0 | InterestInControlledEntity |
| Applicable Insurance Contract | 0 | ApplicableInsuranceContract |
| Comply With Public Inspection Rqr | 1 | ComplyWithPublicInspectionRqr |
| Website Address | WWW.WOLDFOUNDATIONS.ORG | WebsiteAddress |
| Books In Care Of Person Name | PETER I WOLD | BooksInCareOfPersonName |
| Books In Care Of Phone Number | 3072657252 | BooksInCareOfPhoneNumber |
Books In Care Of US Address BooksInCareOfUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 139 W 2ND ST STE200 | AddressLine1 |
| City | CASPER | City |
| State | WY | State |
| ZIP Code | 82601 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Bank | 0 | ForeignBank |
Statements Regarding Acty4720 StatementsRegardingActy4720
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exchange With Dsqfly Person | 0 | SaleOrExchangeWithDsqflyPerson |
| Borrow Or Lend With Dsqfly Person | 0 | BorrowOrLendWithDsqflyPerson |
| Furnished Goods With Dsqfly Person | 1 | FurnishedGoodsWithDsqflyPerson |
| Pay Compensation To Dsqfly Person | 1 | PayCompensationToDsqflyPerson |
| Transfer Assets To Dsqfly Person | 0 | TransferAssetsToDsqflyPerson |
| Payment To Government Offical | 0 | PaymentToGovernmentOffical |
| Acts Fail To Qualify As Exceptions | 0 | ActsFailToQualifyAsExceptions |
| Uncorrected Prior Acts | 0 | UncorrectedPriorActs |
| Undistributed Income Prior Years | 0 | UndistributedIncomePriorYears |
| Business Holdings | 0 | BusinessHoldings |
| Jeopardy Investments | 0 | JeopardyInvestments |
| Uncorrected Jeopardy Investments | 0 | UncorrectedJeopardyInvestments |
| Influence Legislation | 0 | InfluenceLegislation |
| Influence Election | 0 | InfluenceElection |
| Grants To Individuals | 0 | GrantsToIndividuals |
| Grants To Organizations | 0 | GrantsToOrganizations |
| Noncharitable Purpose | 0 | NoncharitablePurpose |
| Rcv Funds To Pay Prsnl Bnft Contract | 0 | RcvFundsToPayPrsnlBnftContract |
| Pay Premiums Prsnl Bnft Contract | 0 | PayPremiumsPrsnlBnftContract |
| Prohibited Tax Shelter Transactn | 0 | ProhibitedTaxShelterTransactn |
Ofcr Dir Trustees Key Employee Info OfcrDirTrusteesKeyEmployeeInfo
Ofcr Dir Trustees Or Key Employee OfcrDirTrusteesOrKeyEmployee (4 entries)
| Address Line1USAddress/AddressLine1 | CityUSAddress/City | StateUSAddress/State | ZIP CodeUSAddress/ZIPCode | TitleTitle | Avg Hours Per Wk Devoted To PositionAvgHoursPerWkDevotedToPosition | CompensationCompensation | Contri To Empl Benefit Plans EtcContriToEmplBenefitPlansEtc | Expense Account Other AllowancesExpenseAccountOtherAllowances |
|---|---|---|---|---|---|---|---|---|
| JOHN S WOLD | ||||||||
| 1231 W 30TH | CASPER | WY | 82604 | TRUSTEE, VICE PRESIDENT | 0.05 | 0 | 0 | 0 |
| JANE P WOLD | ||||||||
| 1231 W 30TH | CASPER | WY | 82604 | TRUSTEE, VICE PRESIDENT | 0.04 | 0 | 0 | 0 |
| JOHN P WOLD | ||||||||
| 307 JERSEY ST | DENVER | CO | 80220 | TRUSTEE, PRESIDENT | 0.04 | 0 | 0 | 0 |
| PETER I WOLD | ||||||||
| 1615 BROOKVIEW | CASPER | WY | 82604 | TRUSTEE, SEC/TREAS | 0.10 | 0 | 0 | 0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Highest Paid Empl NONE | NONE | CompOfHighestPaidEmplNONE |
| Tot Number Of Oth Empl Paid Over50k | 0 | TotNumberOfOthEmplPaidOver50k |
| Comp Of Hghst Paid Cntrct NONE | NONE | CompOfHghstPaidCntrctNONE |
| Tot Number Of Cntrct Paid Over50k | 0 | TotNumberOfCntrctPaidOver50k |
Sum Of Program Related Investments SumOfProgramRelatedInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Minimum Investment Return MinimumInvestmentReturn
| Field | Value | IRS element (for citing) |
|---|---|---|
| Avg Monthly FMV Of Securities | 1353948 | AvgMonthlyFMVOfSecurities |
| Avg Monthly Cash Balances | 66896 | AvgMonthlyCashBalances |
| FMV All Other Noncharitable Assets | 105407 | FMVAllOtherNoncharitableAssets |
| Total FMV Of Unused Assets | 1526251 | TotalFMVOfUnusedAssets |
| Reduction Claimed | 0 | ReductionClaimed |
| Acquisition Indebtedness | 0 | AcquisitionIndebtedness |
| Adj Total FMV Of Unused Assets | 1526251 | AdjTotalFMVOfUnusedAssets |
| Cash Deemed Charitable | 22894 | CashDeemedCharitable |
| Net Noncharitable Assets | 1503357 | NetNoncharitableAssets |
| Minimum Investment Return | 75168 | MinimumInvestmentReturn |
Distributable DistributableAmount
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | 75168 | MinimumInvestmentReturn |
| Tax Based On Investment Income | 898 | TaxBasedOnInvestmentIncome |
| Total Tax | 898 | TotalTax |
| Distributable Amount Before Adj | 74270 | DistributableAmountBeforeAdj |
| Recoveries Qlfy Distributions | 0 | RecoveriesQlfyDistributions |
| Distributable Amount Before Ded | 74270 | DistributableAmountBeforeDed |
| Deduction Fr Distributable | $0 | DeductionFrDistributableAmount |
| Distributable Amount As Adjusted | 74270 | DistributableAmountAsAdjusted |
Qualifying Distributions QualifyingDistributions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | 77199 | ExpensesAndContributions |
| Program Related Investments Total | 0 | ProgramRelatedInvestmentsTotal |
| Qualifying Distributions | 77199 | QualifyingDistributions |
| One Pct Sect4940e Org Net Invst Incm | 898 | OnePctSect4940eOrgNetInvstIncm |
| Adj Qualifying Distributions | 76301 | AdjQualifyingDistributions |
Undistributed Income UndistributedIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable Amount As Adjusted | 74270 | DistributableAmountAsAdjusted |
| Undistributed Income Prior Year | 74536 | UndistributedIncomePriorYear |
| Total For Prior Years | 0 | TotalForPriorYears |
| Total Excess Distri Carryover | 0 | TotalExcessDistriCarryover |
| Qualifying Distributions | 77199 | QualifyingDistributions |
| Applied To Year1 | 74536 | AppliedToYear1 |
| Applied To Prior Years | 0 | AppliedToPriorYears |
| Treated As Distri From Corpus | 0 | TreatedAsDistriFromCorpus |
| Applied To Current Year | 2663 | AppliedToCurrentYear |
| Remaining Distri From Corpus | 0 | RemainingDistriFromCorpus |
| Excess Distri Cyov App CY Corpus | 0 | ExcessDistriCyovAppCYCorpus |
| Excess Distri Cyov Applied CY | 0 | ExcessDistriCyovAppliedCY |
| Total Corpus | 0 | TotalCorpus |
| Prior Year Undistributed Income | 0 | PriorYearUndistributedIncome |
| Prior Year Deficiency Or Tax | 0 | PriorYearDeficiencyOrTax |
| Taxable Amount1 | 0 | TaxableAmount1 |
| Taxable Amount2 | 0 | TaxableAmount2 |
| Undistributed Income CY | 71607 | UndistributedIncomeCY |
| Distri From Corpus170b1 E Or4942g3 | 0 | DistriFromCorpus170b1EOr4942g3 |
| Excess Distri Cyov From Year5 | 0 | ExcessDistriCyovFromYear5 |
| Excess Distri Cyov To Next Year | 0 | ExcessDistriCyovToNextYear |
Supplementary Information SupplementaryInformation
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | JOHN S WOLD | ContributingManager |
Appication Submission Info AppicationSubmissionInfo
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Name | PETER I WOLD THE WOLD FOUNDATION | RecipientName |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 139 W 2ND ST 200 | AddressLine1 |
| City | CASPER | City |
| State | WY | State |
| ZIP Code | 82601 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone Number | 3072657252 | RecipientPhoneNumber |
| Form And Info And Materials | SEE ATTACHED | FormAndInfoAndMaterials |
| Submission Deadlines | OCTOBER 15TH | SubmissionDeadlines |
| Restrictions On Awards | NONE | RestrictionsOnAwards |
Grant Or Contri Paid During Year GrantOrContriPaidDuringYear (33 entries)
| Address Line1RecipientUSAddress/AddressLine1 | CityRecipientUSAddress/City | StateRecipientUSAddress/State | ZIP CodeRecipientUSAddress/ZIPCode | Recipient RelationshipRecipientRelationship | Recipient Foundation StatusRecipientFoundationStatus | Purpose Of Grant Or ContributionPurposeOfGrantOrContribution | AmountAmount | Address Line2RecipientUSAddress/AddressLine2 |
|---|---|---|---|---|---|---|---|---|
| ARC OF NATRONA COUNTY | ||||||||
| PO BOX 393 | CASPER | WY | 826020393 | N/A | DESCRIBED IN 509(A) | GENERAL FUND | $1,000 | |
| BIG BROTHERS BIG SISTERS | ||||||||
| 400 EAST 1ST STREET 310 | CASPER | WY | 82601 | N/A | DESCRIBED IN 509(A) | GENERAL FUND | $1,000 | |
| BOY SCOUTS OF AMERICA - CENTRAL WYOMING | ||||||||
| 3939 CASPER MTN ROAD | CASPER | WY | 82601 | N/A | DESCRIBED IN 509(A) | GENERAL FUND | $2,750 | |
| BOYS AND GIRLS CLUB OF CENTRAL WYOMING | ||||||||
| 1701 E K ST | CASPER | WY | 82601 | N/A | DESCRIBED IN 509(A) | COWBOY ETHICS PROGRAM - OPERATION OF ETHICS TEEN CENTER | $2,500 | |
| CASPER AMATEUR HOCKEY LEAGUE | ||||||||
| PO BOX 2562 | CASPER | WY | 82602 | N/A | DESCRIBED IN 509(A) | DASHER BOARD | $800 | |
| CASPER CHASE | ||||||||
| PO BOX 52116 | CASPER | WY | 82605 | N/A | DESCRIBED IN 509(A) | GENERAL FUND | $100 | |
| CASPER COLLEGE FOUNDATION | ||||||||
| 125 COLLEGE DRIVE | CASPER | WY | 82601 | N/A | DESCRIBED IN 509(A) | GENERAL FUND | $21,000 | |
| CASPER FAMILY YMCA | ||||||||
| 315 E 15TH ST | CASPER | WY | 82601 | N/A | DESCRIBED IN 509(A) | GENERAL FUND | $10,000 | |
| CATHEDRAL HOME FOR CHILDREN | ||||||||
| PO BOX 520 | LARAMIE | WY | 82072 | N/A | DESCRIBED IN 509(A) | GENERAL FUND | $1,000 | |
| CENTRAL WYOMING HOSPICE | ||||||||
| 319 S WILSON | CASPER | WY | 82601 | N/A | DESCRIBED IN 509(A) | GENERAL FUND | $2,500 | |
| CHILD DEVELOPMENT CENTER | ||||||||
| 2020 E 12TH ST | CASPER | WY | 82601 | N/A | DESCRIBED IN 509(A) | GENERAL FUND | $1,000 | |
| CHILDREN'S ADVOCACY PROJECT | ||||||||
| 350 N ASH | CASPER | WY | 82601 | N/A | DESCRIBED IN 509(A) | PREVENTION AND SUPPORT SERVICES | $500 | |
| CLIMB WYO - NATRONA COUNTY | ||||||||
| 900 WERNER COURT SUITE 100 | CASPER | WY | 82601 | N/A | DESCRIBED IN 509(A) | TRAINING SESSIONS FOR AT-RISK LOW-INCOME SINGLE MOTHERS | $2,000 | |
| HELP YOURSELF FOUNDATION | ||||||||
| C/O CASPER COLLEGE FOUNDATION 125 | CASPER | WY | 82601 | N/A | DESCRIBED IN 509(A) | GENERAL FUND | $1,000 | COLLEGE DR |
| HOOFPRINTS OF THE PAST MUSEUM | ||||||||
| PO BOX 114 | KAYCEE | WY | 82639 | N/A | DESCRIBED IN 509(A) | DISPLAY CASE | $1,000 | |
| I REACH 2 | ||||||||
| PO BOX 1060 | EVANSVILLE | WY | 82636 | N/A | DESCRIBED IN 509(A) | GENERAL FUND | $1,000 | |
| JASON'S FRIENDS | ||||||||
| 340 W B ST STE 101 | CASPER | WY | 82601 | N/A | DESCRIBED IN 509(A) | BOWLING - LANE SPONSOR | $300 | |
| MAKE A WISH FOUNDATION | ||||||||
| PO BOX 273 | CASPER | WY | 82602 | N/A | DESCRIBED IN 509(A) | PLAYHOUSE FOR CHILDREN IN PROGRAM | $1,000 | |
| MEALS ON WHEELS | ||||||||
| 1760 E 12TH STREET | CASPER | WY | 82601 | N/A | DESCRIBED IN 509(A) | GENERAL FUND | $1,000 | |
| MERCER FAMILY RESOURCE CENTER | ||||||||
| 535 W YELLOWSTONE | CASPER | WY | 82601 | N/A | DESCRIBED IN 509(A) | GENERAL FUND | $1,000 | |
| MONTESSORI SCHOOL OF CASPER | ||||||||
| 1147 S WALNUT | CASPER | WY | 82601 | N/A | DESCRIBED IN 509(A) | PLAYGROUND EQUIPMENT | $2,500 | |
| NATRONA COUNTY HISTORY DAY | ||||||||
| 3500 E 12TH STREET | CASPER | WY | 82601 | N/A | DESCRIBED IN 509(A) | GENERAL FUND | $2,000 | |
| NATRONA COUNTY PUBLIC LIBRARY FOUNDATION | ||||||||
| 307 EAST 2ND STREET | CASPER | WY | 82601 | N/A | DESCRIBED IN 509(A) | GENERAL FUND | $1,250 | |
| NICOLAYSEN ART MUSEUM | ||||||||
| 400 E COLLINS | CASPER | WY | 82601 | N/A | DESCRIBED IN 509(A) | SUPPORT FAMILY AND CHILDREN'S PROGRAMS | $1,000 | |
| PLATTE RIVER PARKWAY TRUST | ||||||||
| PO BOX 1228 | CASPER | WY | 82602 | N/A | DESCRIBED IN 509(A) | GENERAL FUND | $500 | |
| PROJECT LEARNING TREE | ||||||||
| PO BOX 713 | SUNDANCE | WY | 82729 | N/A | DESCRIBED IN 509(A) | CREATION OF WY SPECIFIC RESOURCE GUIDE TO AID IN TEACHING | $1,000 | |
| SCIENCE ZONE | ||||||||
| PO BOX 2701 | MILLS | WY | 82644 | N/A | DESCRIBED IN 509(A) | GENERAL FUND | $5,000 | |
| SONORAN INSTITUTE | ||||||||
| 44 E BROADWAY SUITE 350 | TUCSON | AZ | 85710 | N/A | DESCRIBED IN 509(A) | GENERAL FUND | $1,250 | |
| SPECIAL OLYMPICS | ||||||||
| 232 E 2ND ST STE 201 | CASPER | WY | 82601 | N/A | DESCRIBED IN 509(A) | SPONSOR FESTIVAL OF TREES | $3,000 | |
| WYOMING AGRICULTURE IN THE CLASSROOM | ||||||||
| PO BOX 826 | CASPER | WY | 82602 | N/A | DESCRIBED IN 509(A) | GENERAL FUND | $1,000 | |
| WYOMING FFA | ||||||||
| PO BOX 71 | CHEYENNE | WY | 82003 | N/A | DESCRIBED IN 509(A) | GENERAL FUND | $2,500 | |
| WYOMING HERITAGE FOUNDATION | ||||||||
| 145 S DURBIN SUITE 101 | CASPER | WY | 82601 | N/A | DESCRIBED IN 509(A) | GENERAL FUND | $1,500 | |
| YOUTH CRISIS CENTER | ||||||||
| 915 S MCKINLEY | CASPER | WY | 82601 | N/A | DESCRIBED IN 509(A) | CAPITAL CAMPAIGN FOR CONSTRUCTION OF A NEW FACILITY | $1,000 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Grant Or Contri Paid During Year | 75950 | TotGrantOrContriPaidDuringYear |
| Tot Grant Or Contri Approved Future | 0 | TotGrantOrContriApprovedFuture |
Analysis Income Producing Acty AnalysisIncomeProducingActy
Int On Savings And Temp Cash Invst IntOnSavingsAndTempCashInvst
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion Code | 14 | ExclusionCode |
| Exclusion | $23 | ExclusionAmount |
Dividends And Int From Sec Part VII DividendsAndIntFromSecPartVII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion Code | 14 | ExclusionCode |
| Exclusion | $28,127 | ExclusionAmount |
Other Investment Income Part VII OtherInvestmentIncomePartVII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion Code | 15 | ExclusionCode |
| Exclusion | $28,650 | ExclusionAmount |
Gain Sales Assets Oth Than Invntry GainSalesAssetsOthThanInvntry
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion Code | 18 | ExclusionCode |
| Exclusion | $45,313 | ExclusionAmount |
Subtotals Part XVIA SubtotalsPartXVIA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Income | $0 | UnrelatedBusinessIncomeAmount |
| Exclusion | $102,113 | ExclusionAmount |
| Related Or Exempt Function Income | 0 | RelatedOrExemptFunctionIncome |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Part XVIA | 102113 | TotalPartXVIA |
Trnsfr Tr Rln With Noncharitable EO TrnsfrTrRlnWithNoncharitableEO
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Noncharitable EO | 0 | TrnsfrOfCashToNoncharitableEO |
| Trnsfr Oth Assets Noncharitable EO | 0 | TrnsfrOthAssetsNoncharitableEO |
| Sales Or Exchanges Of Assets | 0 | SalesOrExchangesOfAssets |
| Purchase Assets Noncharitable EO | 0 | PurchaseAssetsNoncharitableEO |
| Rental Of Facilities Etc | 0 | RentalOfFacilitiesEtc |
| Reimbursement Arrangements | 0 | ReimbursementArrangements |
| Loans Or Loan Guarantees | 0 | LoansOrLoanGuarantees |
| Performance Of Services Etc | 0 | PerformanceOfServicesEtc |
| Sharing Of Facilities Etc | 0 | SharingOfFacilitiesEtc |
| Relationships Noncharitable E Os | 0 | RelationshipsNoncharitableEOs |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees AccountingFees (2 entries)
| CategoryCategory | AmountAmount | Net Investment IncomeNetInvestmentIncome | Disbursements Charitable PrpsDisbursementsCharitablePrps |
|---|---|---|---|
| TAX PREPARATION | $1,224 | 0 | 1224 |
| INVESTMENT ACCOUNTING | $3,436 | 3436 | 0 |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corp Stock InvestmentsCorpStock (3 entries)
| Name Of StockNameOfStock | EOY Book ValueEOYBookValue | EOYFMVEOYFMV |
|---|---|---|
| SEE ATTACHED SCHEDULE A | 965603 | 1110512 |
| SEE ATTACHED SCHEDULE B-U.S. EQUITIES | 135875 | 155019 |
| SEE ATTACHED SCHEDULE B-INTERNATIONAL EQUITIES | 122333 | 141813 |
Other Assets Schedule OtherAssetsSchedule
Other Assets OtherAssets (2 entries)
| DescriptionDescription | BOY Book ValueBOYBookValue | EOY Book ValueEOYBookValue | EOYFMVEOYFMV |
|---|---|---|---|
| TRONA LEASE ORR | 64775 | 64775 | 91970 |
| COAL LEASE ORR | 1 | 1 | 13437 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses OtherExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | OFFICE EXPENSES | Description |
| Revenue And Expenses Per Books | 22 | RevenueAndExpensesPerBooks |
| Net Investment Income | 22 | NetInvestmentIncome |
| Disbursements Charitable Prps | 0 | DisbursementsCharitablePrps |
Other Income Schedule2 OtherIncomeSchedule2
Other Income OtherIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | COAL ROYALTIES | Description |
| Revenue And Expenses Per Books | 28650 | RevenueAndExpensesPerBooks |
| Net Investment Income | 28650 | NetInvestmentIncome |
| Adjusted Net Income | 28650 | AdjustedNetIncome |
Other Increases Schedule OtherIncreasesSchedule
Other Increases OtherIncreases
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | DEPLETION DEDUCTED OVER BASIS | Description |
| Amount | $2,292 | Amount |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees OtherProfessionalFees
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | INVESTMENT MANAGEMENT FEES | Category |
| Amount | $5,890 | Amount |
| Net Investment Income | 5890 | NetInvestmentIncome |
| Disbursements Charitable Prps | 0 | DisbursementsCharitablePrps |
Taxes Schedule TaxesSchedule
Taxes Taxes (3 entries)
| CategoryCategory | AmountAmount | Net Investment IncomeNetInvestmentIncome | Disbursements Charitable PrpsDisbursementsCharitablePrps |
|---|---|---|---|
| WYOMING ANNUAL CORP TAX | $25 | 0 | 25 |
| FOREIGN TAXES WITHHELD ON DIVIDENDS | $707 | 707 | 0 |
| FEDERAL INCOME TAX | $1,333 | 0 | 0 |
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