Form990-PF


Department of the Treasury
Internal Revenue Service

Return of Private Foundation
or Section 4947(a)(1) Trust Treated as Private Foundation
bulletDo not enter social security numbers on this form as it may be made public.
bulletGo to www.irs.gov/Form990PF for instructions and the latest information.
OMB No. 1545-0047
2021
Open to Public Inspection
For calendar year 2021, or tax year beginning 01-01-2021 , and ending 12-31-2021
Name of foundation
WOLF CREEK CHARITABLE FOUNDATION
C/O BALDWIN FAMILY OFFICE
Number and street (or P.O. box number if mail is not delivered to street address)1001 CONSHOHOCKEN STATE RD 1-202
 
Room/suite
City or town, state or province, country, and ZIP or foreign postal code
WEST CONSHOHOCKEN, PA19428
A Employer identification number

83-0310959
B Telephone number (see instructions)

(610) 260-1555
C bullet
G Check all that apply:

D 1. Foreign organizations, check here............. bullet
2. Foreign organizations meeting the 85%
test, check here and attach computation ...
bullet
E bullet
H Check type of organization:
F bullet
I Fair market value of all assets at end
of year (from Part II, col. (c),
line 16)bullet$87,828,520
J Accounting method:
 
(Part I, column (d) must be on cash basis.)
Part I Analysis of Revenue and Expenses (The total of amounts in columns (b), (c), and (d) may not necessarily equal the amounts in column (a) (see instructions).) (a) Revenue and
expenses per
books
(b) Net investment
income
(c) Adjusted net
income
(d) Disbursements
for charitable
purposes
(cash basis only)
Revenue 1 Contributions, gifts, grants, etc., received (attach schedule) 200,000
2 Check bullet.............
3 Interest on savings and temporary cash investments      
4 Dividends and interest from securities... 1,221,257 1,221,257  
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 6,433,563
b Gross sales price for all assets on line 6a 11,973,831
7 Capital gain net income (from Part IV, line 2)... 6,433,563
8 Net short-term capital gain.........  
9 Income modifications...........  
10a Gross sales less returns and allowances  
b Less: Cost of goods sold....  
c Gross profit or (loss) (attach schedule).....    
11 Other income (attach schedule)....... 895,205 895,205  
12 Total. Add lines 1 through 11........ 8,750,025 8,550,025  
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 0 0   0
14 Other employee salaries and wages......        
15 Pension plans, employee benefits.......        
16a Legal fees (attach schedule).........        
b Accounting fees (attach schedule).......        
c Other professional fees (attach schedule).... 325,814 325,814   0
17 Interest...............        
18 Taxes (attach schedule) (see instructions)... 63,021 37,521   0
19 Depreciation (attach schedule) and depletion...      
20 Occupancy..............        
21 Travel, conferences, and meetings.......        
22 Printing and publications..........        
23 Other expenses (attach schedule)....... 366,266 366,204   62
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 755,101 729,539   62
25 Contributions, gifts, grants paid....... 9,309,000 9,309,000
26 Total expenses and disbursements. Add lines 24 and 25 10,064,101 729,539   9,309,062
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements -1,314,076
b Net investment income (if negative, enter -0-) 7,820,486
c Adjusted net income (if negative, enter -0-)...  
For Paperwork Reduction Act Notice, see instructions.
Cat. No. 11289X Form 990-PF (2021)
Form 990-PF (2021)
Page 2
Part II Balance Sheets Attached schedules and amounts in the description column
should be for end-of-year amounts only. (See instructions.)
Beginning of year End of year
(a) Book Value (b) Book Value (c) Fair Market Value
Assets 1 Cash—non-interest-bearing.............      
2 Savings and temporary cash investments......... 4,942,779 3,373,573 3,380,241
3 Accounts receivable bullet  
Less: allowance for doubtful accounts bullet        
4 Pledges receivable bullet  
Less: allowance for doubtful accounts bullet        
5 Grants receivable.................      
6 Receivables due from officers, directors, trustees, and other
disqualified persons (attach schedule) (see instructions).....      
7 Other notes and loans receivable (attach schedule) bullet  
Less: allowance for doubtful accounts bullet        
8 Inventories for sale or use..............      
9 Prepaid expenses and deferred charges..........      
10a Investments—U.S. and state government obligations (attach schedule) 19,300,984 Click to see attachment19,912,011 20,416,705
b Investments—corporate stock (attach schedule)....... 12,565,660 Click to see attachment11,548,160 44,036,024
c Investments—corporate bonds (attach schedule)....... 5,579,399 Click to see attachment5,854,113 5,901,427
11 Investments—land, buildings, and equipment: basis bullet  
Less: accumulated depreciation (attach schedule) bullet        
12 Investments—mortgage loans.............      
13 Investments—other (attach schedule).......... 12,931,070 Click to see attachment13,237,393 14,094,123
14 Land, buildings, and equipment: basis bullet  
Less: accumulated depreciation (attach schedule) bullet        
15 Other assets (describe bullet)      
16 Total assets (to be completed by all filers—see the
instructions. Also, see page 1, item I) 55,319,892 53,925,250 87,828,520
Liabilities 17 Accounts payable and accrued expenses..........    
18 Grants payable.................    
19 Deferred revenue.................    
20 Loans from officers, directors, trustees, and other disqualified persons    
21 Mortgages and other notes payable (attach schedule)......    
22 Other liabilities (describe bullet)    
23 Total liabilities (add lines 17 through 22)......... 0 0
Net Assets or Fund Balances Foundations that follow FASB ASC 958, check here bullet
and complete lines 24, 25, 29 and 30.
24 Net assets without donor restrictions...........    
25 Net assets with donor restrictions............    
Foundations that do not follow FASB ASC 958, check here bullet
and complete lines 26 through 30.
26 Capital stock, trust principal, or current funds........ 63,624,400 63,624,400
27 Paid-in or capital surplus, or land, bldg., and equipment fund 0 0
28 Retained earnings, accumulated income, endowment, or other funds -8,304,508 -9,699,150
29 Total net assets or fund balances (see instructions)..... 55,319,892 53,925,250
30 Total liabilities and net assets/fund balances (see instructions). 55,319,892 53,925,250
Part III
Analysis of Changes in Net Assets or Fund Balances
1
Total net assets or fund balances at beginning of year—Part II, column (a), line 29 (must agree with end-of-year figure reported on prior year’s return) ...............
1
55,319,892
2
Enter amount from Part I, line 27a .....................
2
-1,314,076
3
Other increases not included in line 2 (itemize) bullet
3
0
4
Add lines 1, 2, and 3 ..........................
4
54,005,816
5
Decreases not included in line 2 (itemize) bulletClick to see attachment
5
80,566
6
Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 29 .
6
53,925,250
Form 990-PF (2021)
Form 990-PF (2021)
Page 3
Part IV
Capital Gains and Losses for Tax on Investment Income
(a) List and describe the kind(s) of property sold (e.g., real estate,
2-story brick warehouse; or common stock, 200 shs. MLC Co.)
(b)
How acquired
P—Purchase
D—Donation
(c)
Date acquired
(mo., day, yr.)
(d)
Date sold
(mo., day, yr.)
1 a CHARLES SCHWAB 3075 PUBLICLY TRADED SECURITIES      
b CHARLES SCHWAB 5952 PUBLICLY TRADED SECURITIES      
c BROOKFIELD RENEWABLE PARTNERS, L.P.      
d PLEIDES INVESTMENT PARTNERS LP (K-1 PASSTHROUGH)      
e VERITABLE LONG BIASED DOM FUND (K-1 PASSTHROUGH)      
VITTORIA FUND, LP (K-1 PASSTHROUGH)      
CAPITAL GAINS DIVIDENDS P    
(e)
Gross sales price
(f)
Depreciation allowed
(or allowable)
(g)
Cost or other basis
plus expense of sale
(h)
Gain or (loss)
(e) plus (f) minus (g)
a 4,964,559   1,375,759 3,588,800
b 6,994,227   5,250,413 1,743,814
c       3,032
d       129,104
e       177,758
      776,010
15,045     15,045
Complete only for assets showing gain in column (h) and owned by the foundation on 12/31/69 (l)
Gains (Col. (h) gain minus
col. (k), but not less than -0-) or
Losses (from col.(h))
(i)
F.M.V. as of 12/31/69
(j)
Adjusted basis
as of 12/31/69
(k)
Excess of col. (i)
over col. (j), if any
a       3,588,800
b       1,743,814
c       3,032
d       129,104
e       177,758
      776,010
      15,045
2 Capital gain net income or (net capital loss) Bracket If gain, also enter in Part I, line 7
If (loss), enter -0- in Part I, line 7
Bracket 2 6,433,563
3 Net short-term capital gain or (loss) as defined in sections 1222(5) and (6):
If gain, also enter in Part I, line 8, column (c) (see instructions). If (loss), enter -0-
in Part I, line 8 ...................
Bracket 3  
Form 990-PF (2021)
Form 990-PF (2021)
Page 4
Part V
Excise Tax Based on Investment Income (Section 4940(a), 4940(b), 4940(e), or 4948—see instructions)
1a Exempt operating foundations described in section 4940(d)(2), check here Bullet and enter “N/A" on line 1. Bracket for line 1a
Date of ruling or determination letter:   (attach copy of letter if necessary–see instructions)
b All other domestic foundations enter 1.39% (0.0139) of line 27b. Exempt foreign organizations enter 4% (0.04) of Part I, line 12, col. (b)
2 Tax under section 511 (domestic section 4947(a)(1) trusts and taxable foundations only. Others enter -0-) 2 0
3 Add lines 1 and 2........................... 3 108,705
4 Subtitle A (income) tax (domestic section 4947(a)(1) trusts and taxable foundations only. Others enter -0-) 4 0
5 Tax based on investment income. Subtract line 4 from line 3. If zero or less, enter -0- ..... 5 108,705
6 Credits/Payments:
a 2021 estimated tax payments and 2020 overpayment credited to 2021 6a 63,728
b Exempt foreign organizations—tax withheld at source...... 6b 0
c Tax paid with application for extension of time to file (Form 8868)... 6c 45,000
d Backup withholding erroneously withheld ........... 6d 0
7 Total credits and payments. Add lines 6a through 6d.............. 7 108,728
8 Enter any penalty for underpayment of estimated tax. Check here if Form 2220 is attached. Click to see attachment 8 0
9 Tax due. If the total of lines 5 and 8 is more than line 7, enter amount owed.......Bullet 9  
10 Overpayment. If line 7 is more than the total of lines 5 and 8, enter the amount overpaid...Bullet 10 23
11 Enter the amount of line 10 to be: Credited to 2022 estimated taxBullet0 RefundedBullet 11 23
Part VI-A
Statements Regarding Activities
1a
During the tax year, did the foundation attempt to influence any national, state, or local legislation or did
Yes
No
it participate or intervene in any political campaign? ....................
1a
 
No
b
Did it spend more than $100 during the year (either directly or indirectly) for political purposes? See the instructions
for the definition.................................
1b
 
No
If the answer is "Yes" to 1a or 1b, attach a detailed description of the activities and copies of any materials
published or distributed by the foundation in connection with the activities.
c
Did the foundation file Form 1120-POL for this year?.....................
1c
 
No
d
Enter the amount (if any) of tax on political expenditures (section 4955) imposed during the year:
(1) On the foundation. bullet$ 0(2) On foundation managers.bullet$ 0
e
Enter the reimbursement (if any) paid by the foundation during the year for political expenditure tax imposed
on foundation managers.bullet$ 0
2
Has the foundation engaged in any activities that have not previously been reported to the IRS?.......
2
 
No
If "Yes," attach a detailed description of the activities.
3
Has the foundation made any changes, not previously reported to the IRS, in its governing instrument, articles
of incorporation, or bylaws, or other similar instruments? If "Yes," attach a conformed copy of the changes....
3
 
No
4a
Did the foundation have unrelated business gross income of $1,000 or more during the year?.........
4a
Yes
 
b
If "Yes," has it filed a tax return on Form 990-T for this year?...................
4b
Yes
 
5
Was there a liquidation, termination, dissolution, or substantial contraction during the year?.........
5
 
No
If "Yes," attach the statement required by General Instruction T.
6
Are the requirements of section 508(e) (relating to sections 4941 through 4945) satisfied either:
  • By language in the governing instrument, or
  • By state legislation that effectively amends the governing instrument so that no mandatory directions
  • that conflict with the state law remain in the governing instrument?................
    6
    Yes
     
    7
    Did the foundation have at least $5,000 in assets at any time during the year? If "Yes," complete Part II, col. (c),
    and Part XIV..................................
    7
    Yes
     
    8a
    Enter the states to which the foundation reports or with which it is registered (see instructions)
    bulletWY
    b
    If the answer is "Yes" to line 7, has the foundation furnished a copy of Form 990-PF to the Attorney
    General (or designate) of each state as required by General Instruction G? If "No," attach explanation .
    8b
    Yes
     
    9
    Is the foundation claiming status as a private operating foundation within the meaning of section 4942(j)(3)
    or 4942(j)(5) for calendar year 2021 or the taxable year beginning in 2021? See the instructions for Part XIII.
    If "Yes," complete Part XIII .............................
    9
     
    No
    10
    Did any persons become substantial contributors during the tax year? If "Yes," attach a schedule listing their names
    and addresses. ...............................
    10
     
    No
    Form 990-PF (2021)
    Form 990-PF (2021)
    Page 5
    Part VI-A
    Statements Regarding Activities (continued)
    11
    At any time during the year, did the foundation, directly or indirectly, own a controlled entity within the
    meaning of section 512(b)(13)? If "Yes," attach schedule. See instructions .............
    11
     
    No
    12
    Did the foundation make a distribution to a donor advised fund over which the foundation or a disqualified person had
    advisory privileges? If "Yes," attach statement. See instructions.................
    12
     
    No
    13
    Did the foundation comply with the public inspection requirements for its annual returns and exemption application?
    13
    Yes
     
    Website addressbulletN/A
    14
    The books are in care ofbulletBALDWIN FAMILY OFFICE LLC Telephone no.bullet (610) 260-1555

    Located atbullet1001 CONSHOHOCKEN STATE RD SUITE1-202WEST CONSHOHOCKENPA ZIP+4bullet19428
    15
    Section 4947(a)(1) nonexempt charitable trusts filing Form 990-PF in lieu of Form 1041 —check here .........bullet
    and enter the amount of tax-exempt interest received or accrued during the year ........bullet
    15
     
    16 At any time during calendar year 2021, did the foundation have an interest in or a signature or other authority over YesNo
    a bank, securities, or other financial account in a foreign country? .................
    16   No
    See the instructions for exceptions and filing requirements for FinCEN Form 114. If "Yes", enter the name of the foreign
    country bullet
    Part VI-B
    Statements Regarding Activities for Which Form 4720 May Be Required
    File Form 4720 if any item is checked in the "Yes" column, unless an exception applies.
    Yes
    No
    1a
    During the year did the foundation (either directly or indirectly):
    (1) Engage in the sale or exchange, or leasing of property with a disqualified person? ...........
    1a(1)
     
    No
    (2) Borrow money from, lend money to, or otherwise extend credit to (or accept it from)
    a disqualified person? ..............................
    1a(2)
     
    No
    (3) Furnish goods, services, or facilities to (or accept them from) a disqualified person? ...........
    1a(3)
     
    No
    (4) Pay compensation to, or pay or reimburse the expenses of, a disqualified person? ............
    1a(4)
    Yes
     
    (5) Transfer any income or assets to a disqualified person (or make any of either available
    for the benefit or use of a disqualified person)? ......................
    1a(5)
     
    No
    (6) Agree to pay money or property to a government official? (Exception. Check "No"
    if the foundation agreed to make a grant to or to employ the official for a period
    after termination of government service, if terminating within 90 days.) ...............
    1a(6)
     
    No
    b
    If any answer is "Yes" to 1a(1)–(6), did any of the acts fail to qualify under the exceptions described in Regulations
    section 53.4941(d)-3 or in a current notice regarding disaster assistance? See instructions ..........
    1b
     
    No
    c
    ........bullet
    d
    Did the foundation engage in a prior year in any of the acts described in 1a, other than excepted acts,
    that were not corrected before the first day of the tax year beginning in 2021? .............
    1d
     
    No
    2
    Taxes on failure to distribute income (section 4942) (does not apply for years the foundation was a private
    operating foundation defined in section 4942(j)(3) or 4942(j)(5)):
    a
    At the end of tax year 2021, did the foundation have any undistributed income (lines 6d
    and 6e, Part XII) for tax year(s) beginning before 2021?....................
    2a
     
    No
    If "Yes," list the years bullet20, 20, 20, 20
    b
    Are there any years listed in 2a for which the foundation is not applying the provisions of section 4942(a)(2)
    (relating to incorrect valuation of assets) to the year’s undistributed income? (If applying section 4942(a)(2)
    to all years listed, answer "No" and attach statement—see instructions.) ..............
    2b
     
     
    c
    If the provisions of section 4942(a)(2) are being applied to any of the years listed in 2a, list the years here.
    bullet20, 20, 20, 20
    3a
    Did the foundation hold more than a 2% direct or indirect interest in any business enterprise at
    any time during the year? ..............................
    3a
     
    No
    b
    If "Yes," did it have excess business holdings in 2021 as a result of (1) any purchase by the foundation
    or disqualified persons after May 26, 1969; (2) the lapse of the 5-year period (or longer period approved
    by the Commissioner under section 4943(c)(7)) to dispose of holdings acquired by gift or bequest; or (3)
    the lapse of the 10-, 15-, or 20-year first phase holding period? (Use Schedule C, Form 4720, to determine
    if the foundation had excess business holdings in 2021.) .....................
    3b
     
     
    4a
    Did the foundation invest during the year any amount in a manner that would jeopardize its charitable purposes?
    4a
     
    No
    b
    Did the foundation make any investment in a prior year (but after December 31, 1969) that could jeopardize its
    charitable purpose that had not been removed from jeopardy before the first day of the tax year beginning in 2021? ..
    4b
     
    No
    Form 990-PF (2021)
    Form 990-PF (2021)
    Page 6
    Part VI-B
    Statements Regarding Activities for Which Form 4720 May Be Required (continued)
    5a
    During the year did the foundation pay or incur any amount to:
    Yes
    No
    (1) Carry on propaganda, or otherwise attempt to influence legislation (section 4945(e))? ..........
    5a(1)
     
    No
    (2) Influence the outcome of any specific public election (see section 4955); or to carry
    on, directly or indirectly, any voter registration drive? ....................
    5a(2)
     
    No
    (3) Provide a grant to an individual for travel, study, or other similar purposes? .............
    5a(3)
     
    No
    (4) Provide a grant to an organization other than a charitable, etc., organization described
    in section 4945(d)(4)(A)? See instructions ........................
    5a(4)
     
    No
    (5) Provide for any purpose other than religious, charitable, scientific, literary, or
    educational purposes, or for the prevention of cruelty to children or animals? .............
    5a(5)
     
    No
    b
    If any answer is "Yes" to 5a(1)–(5), did any of the transactions fail to qualify under the exceptions described in
    Regulations section 53.4945 or in a current notice regarding disaster assistance? See instructions ........
    5b
     
     
    c
    .........bullet
    d
    If the answer is "Yes" to question 5a(4), does the foundation claim exemption from the
    tax because it maintained expenditure responsibility for the grant? .................
    5d
     
     
    If "Yes," attach the statement required by Regulations section 53.4945–5(d).
    6a
    Did the foundation, during the year, receive any funds, directly or indirectly, to pay premiums on
    a personal benefit contract? .............................
    6a
     
    No
    b
    Did the foundation, during the year, pay premiums, directly or indirectly, on a personal benefit contract? ....
    6b
     
    No
    If "Yes" to 6b, file Form 8870.
    7a
    At any time during the tax year, was the foundation a party to a prohibited tax shelter transaction?
    7a
     
    No
    b
    If "Yes", did the foundation receive any proceeds or have any net income attributable to the transaction? .....
    7b
     
     
    8
    Is the foundation subject to the section 4960 tax on payment(s) of more than $1,000,000 in remuneration or
    excess parachute payment during the year? .........................
    8
     
    No
    Part VII
    Information About Officers, Directors, Trustees, Foundation Managers, Highly Paid Employees,
    and Contractors
    1 List all officers, directors, trustees, foundation managers and their compensation. See instructions
    (a) Name and address (b) Title, and average
    hours per week
    devoted to position
    (c) Compensation
    (If not paid, enter
    -0-)
    (d) Contributions to employee benefit plans and deferred compensation (e) Expense account,
    other allowances
    ROBERT BERRY TRUSTEE
    20.00
    0 0 0
    1122 SOLDIER CREEK ROAD
    WOLF,WY82844
    2 Compensation of five highest-paid employees (other than those included on line 1—see instructions). If none, enter “NONE."
    (a) Name and address of each employee paid more than $50,000 (b) Title, and average
    hours per week
    devoted to position
    (c) Compensation (d) Contributions to
    employee benefit
    plans and deferred
    compensation
    (e) Expense account,
    other allowances
    NONE
    Total number of other employees paid over $50,000...................bullet 0
    Form 990-PF (2021)
    Form 990-PF (2021)
    Page 7
    Part VII
    Information About Officers, Directors, Trustees, Foundation Managers, Highly Paid Employees,
    and Contractors (continued)
    3 Five highest-paid independent contractors for professional services (see instructions). If none, enter "NONE".
    (a) Name and address of each person paid more than $50,000 (b) Type of service (c) Compensation
    VERITABLE LP INVESTMENT MANAGEMENT 178,040
    6022 WEST CHESTER PIKE
    NEWTOWN SQUARE,PA19073
    BALDWIN INVESTMENT MANAGEMENT LLC INVESTMENT MANAGEMENT 135,249
    1001 CONSHOHOCKEN STATE ROAD SUITE
    1-202
    WEST CONSHOHOCKEN,PA19428
    Total number of others receiving over $50,000 for professional services.............bullet0
    Part VIII-A
    Summary of Direct Charitable Activities
    List the foundation’s four largest direct charitable activities during the tax year. Include relevant statistical information such as the number of organizations and other beneficiaries served, conferences convened, research papers produced, etc. Expenses
    1  
    2  
    3  
    4  
    Part VIII-B
    Summary of Program-Related Investments (see instructions)
    Describe the two largest program-related investments made by the foundation during the tax year on lines 1 and 2. Amount
    1  
    2  
    All other program-related investments. See instructions.
    3  
    Total. Add lines 1 through 3.........................bullet0
    Form 990-PF (2021)
    Form 990-PF (2021)
    Page 8
    Part IX
    Minimum Investment Return (All domestic foundations must complete this part. Foreign foundations, see instructions.)
    1
    Fair market value of assets not used (or held for use) directly in carrying out charitable, etc.,
    purposes:
    a
    Average monthly fair market value of securities...................
    1a
    82,895,345
    b
    Average of monthly cash balances.......................
    1b
    7,143,346
    c
    Fair market value of all other assets (see instructions)................
    1c
    0
    d
    Total (add lines 1a, b, and c).........................
    1d
    90,038,691
    e
    Reduction claimed for blockage or other factors reported on lines 1a and
    1c (attach detailed explanation) .............
    1e
    0
    2
    Acquisition indebtedness applicable to line 1 assets..................
    2
    0
    3
    Subtract line 2 from line 1d.........................
    3
    90,038,691
    4
    Cash deemed held for charitable activities. Enter 1.5% (0.015) of line 3 (for greater amount, see
    instructions) .............................
    4
    1,350,580
    5
    Net value of noncharitable-use assets. Subtract line 4 from line 3. .......
    5
    88,688,111
    6
    Minimum investment return. Enter 5% (0.05) of line 5................
    6
    4,434,406
    Part X
    Distributable Amount (see instructions) (Section 4942(j)(3) and (j)(5) private operating foundations and certain foreign organizations check here right arrow and do not complete this part.)
    1
    Minimum investment return from Part IX, line 6..................
    1
    4,434,406
    2a
    Tax on investment income for 2021 from Part V, line 5.......
    2a
    108,705
    b
    Income tax for 2021. (This does not include the tax from Part V.) ...
    2b
    26,562
    c
    Add lines 2a and 2b............................
    2c
    135,267
    3
    Distributable amount before adjustments. Subtract line 2c from line 1............
    3
    4,299,139
    4
    Recoveries of amounts treated as qualifying distributions................
    4
    0
    5
    Add lines 3 and 4............................
    5
    4,299,139
    6
    Deduction from distributable amount (see instructions).................
    6
    0
    7
    Distributable amount as adjusted. Subtract line 6 from line 5. Enter here and on Part XII, line 1 ...
    7
    4,299,139
    Part XI
    Qualifying Distributions (see instructions)
    1
    Amounts paid (including administrative expenses) to accomplish charitable, etc., purposes:
    a
    Expenses, contributions, gifts, etc.—total from Part I, column (d), line 26 ..........
    1a
     
    b
    Program-related investments—total from Part VIII-B..................
    1b
     
    2
    Amounts paid to acquire assets used (or held for use) directly in carrying out charitable, etc.,
    purposes...............................
    2
     
    3
    Amounts set aside for specific charitable projects that satisfy the:
    a
    Suitability test (prior IRS approval required)....................
    3a
     
    b
    Cash distribution test (attach the required schedule) .................
    3b
     
    4
    Qualifying distributions. Add lines 1a through 3b. Enter here and on Part XII, line 4.
    4
     
    Form 990-PF (2021)
    Form 990-PF (2021)
    Page 9
    Part XII
    Undistributed Income (see instructions)
    (a)
    Corpus
    (b)
    Years prior to 2020
    (c)
    2020
    (d)
    2021
    1 Distributable amount for 2021 from Part X, line 7 4,299,139
    2 Undistributed income, if any, as of the end of 2021:
    a Enter amount for 2020 only....... 0
    b Total for prior years:20, 20, 20 0
    3 Excess distributions carryover, if any, to 2021:
    a From 2016......  
    b From 2017......  
    c From 2018......  
    d From 2019......  
    e From 2020...... 473,197
    f Total of lines 3a through e ........ 473,197
    4Qualifying distributions for 2021 from Part
    XI, line 4: bullet$ 9,309,062
    a Applied to 2020, but not more than line 2a 0
    b Applied to undistributed income of prior years
    (Election required—see instructions).....
    0
    c Treated as distributions out of corpus (Election
    required—see instructions)........
    0
    d Applied to 2021 distributable amount..... 4,299,139
    e Remaining amount distributed out of corpus 5,009,923
    5 Excess distributions carryover applied to 2021. 0 0
    (If an amount appears in column (d), the
    same amount must be shown in column (a).)
    6Enter the net total of each column as
    indicated below:
    a Corpus. Add lines 3f, 4c, and 4e. Subtract line 5 5,483,120
    b Prior years’ undistributed income. Subtract
    line 4b from line 2b ..........
    0
    c Enter the amount of prior years’ undistributed
    income for which a notice of deficiency has
    been issued, or on which the section 4942(a)
    tax has been previously assessed......
    0
    d Subtract line 6c from line 6b. Taxable amount
    —see instructions ...........
    0
    e Undistributed income for 2019. Subtract line
    4a from line 2a. Taxable amount—see
    instructions .............
    0
    f Undistributed income for 2021. Subtract
    lines 4d and 5 from line 1. This amount must
    be distributed in 2022 ..........
    0
    7 Amounts treated as distributions out of
    corpus to satisfy requirements imposed by
    section 170(b)(1)(F) or 4942(g)(3) (Election may
    be required - see instructions) .......
    0
    8 Excess distributions carryover from 2016 not
    applied on line 5 or line 7 (see instructions) ...
    0
    9 Excess distributions carryover to 2022.
    Subtract lines 7 and 8 from line 6a ......
    5,483,120
    10 Analysis of line 9:
    a Excess from 2017....  
    b Excess from 2018....  
    c Excess from 2019....  
    d Excess from 2020.... 473,197
    e Excess from 2021.... 5,009,923
    Form 990-PF (2021)
    Form 990-PF (2021)
    Page 10
    Part XIII
    Private Operating Foundations (see instructions and Part VI-A, question 9)
    1a If the foundation has received a ruling or determination letter that it is a private operating
    foundation, and the ruling is effective for 2021, enter the date of the ruling ....... bullet
     
    b Check box to indicate whether the organization is a private operating foundation described in section or
    2a Enter the lesser of the adjusted net
    income from Part I or the minimum
    investment return from Part X for each
    year listed ..........
    Tax year Prior 3 years (e) Total
    (a) 2021 (b) 2020 (c) 2019 (d) 2018
             
    b 85% (0.85) of line 2a .........          
    c Qualifying distributions from Part XI,
    line 4 for each year listed .....
             
    d Amounts included in line 2c not used directly
    for active conduct of exempt activities ..........
             
    e Qualifying distributions made directly
    for active conduct of exempt activities.
    Subtract line 2d from line 2c ....
             
    3 Complete 3a, b, or c for the
    alternative test relied upon:
    a “Assets" alternative test—enter:
    (1) Value of all assets ......          
    (2) Value of assets qualifying
    under section 4942(j)(3)(B)(i)
             
    b “Endowment" alternative test— enter 2/3
    of minimum investment return shown in
    Part IX, line 6 for each year listed ..
             
    c “Support" alternative test—enter:
    (1) Total support other than gross
    investment income (interest,
    dividends, rents, payments
    on securities loans (section
    512(a)(5)), or royalties) ....
             
    (2) Support from general public
    and 5 or more exempt
    organizations as provided in
    section 4942(j)(3)(B)(iii)....
             
    (3) Largest amount of support
    from an exempt organization
             
    (4) Gross investment income          
    Part XIV
    Supplementary Information (Complete this part only if the foundation had $5,000 or more in
    assets at any time during the year—see instructions.)
    1Information Regarding Foundation Managers:
    aList any managers of the foundation who have contributed more than 2% of the total contributions received by the foundation
    before the close of any tax year (but only if they have contributed more than $5,000). (See section 507(d)(2).)
    bList any managers of the foundation who own 10% or more of the stock of a corporation (or an equally large portion of the
    ownership of a partnership or other entity) of which the foundation has a 10% or greater interest.
    2Information Regarding Contribution, Grant, Gift, Loan, Scholarship, etc., Programs:
    Check here bullet
    aThe name, address, and telephone number or email address of the person to whom applications should be addressed:
    bThe form in which applications should be submitted and information and materials they should include:
    cAny submission deadlines:
    dAny restrictions or limitations on awards, such as by geographical areas, charitable fields, kinds of institutions, or other
    factors:
    Form 990-PF (2021)
    Form 990-PF (2021)
    Page 11
    Part XIV
    Supplementary Information (continued)
    3 Grants and Contributions Paid During the Year or Approved for Future Payment
    Recipient If recipient is an individual,
    show any relationship to
    any foundation manager
    or substantial contributor
    Foundation
    status of
    recipient
    Purpose of grant or
    contribution
    Amount
    Name and address (home or business)
    aPaid during the year
    ADVOCACY & RESOURCE CENTER
    PO BOX 581
    SHERIDAN,WY82801
    N/A PC GENERAL OPERATING SUPPORT 5,000
    AMERICAN BIRD CONSERVANCY
    PO BOX 249
    THE PLAINS,VA20198
    N/A PC GENERAL OPERATING SUPPORT 250,000
    AMERICAN RIVERS
    1101 14TH STREET NW NO 1400
    WASHINGTON,DC20005
    N/A PC GENERAL OPERATING SUPPORT 25,000
    AMERICAN TINNITUS ASSOCIATION
    DEPT 4049
    WASHINGTON,DC20042
    N/A PC GENERAL OPERATING SUPPORT 5,000
    ARCHIVES OF FALCONRY INC (THE)
    5668 WEST FLYING HAWK LANE
    BOISE,ID83709
    N/A PC GENERAL OPERATING SUPPORT 5,000,000
    AUDUBON ROCKIES
    105 W MOUNTAIN AVE
    FORT COLLINS,CO80524
    N/A PC GENERAL OPERATING SUPPORT 25,000
    AVIAN CONSERVATION CENTER
    119 CHAPEL HILL ROAD
    DOUBLE OAKS,TX75077
    N/A PC RESTRICTED - MCCALL RAPTOR CAVES & AVIAN SANCTUARY 30,000
    BUFFALO BILL CENTER OF THE WEST
    720 SHERIDAN AVE
    CODY,WY82414
    N/A PC GENERAL OPERATING SUPPORT 10,000
    CHILD DEVELOPMENT CENTER
    345 SOUTH LINDEN AVENUE
    SHERIDAN,WY82801
    N/A PC GENERAL OPERATING SUPPORT 5,000
    CITY OF SHERIDAN FIRE DEPARTMENT
    212 E WORKS STREET
    SHERIDAN,WY82801
    N/A PC GENERAL OPERATING SUPPORT 5,000
    CLL GLOBAL RESEARCH FOUNDATION
    PO BOX 301402 UNIT 428
    HOUSTON,TX77230
    N/A PC GENERAL OPERATING SUPPORT 1,500,000
    COMMUNITY CLOUD FOREST CONSERVATION
    3059 HAMPSHIRE BLVD SE
    GRAND RAPIDS,MI49506
    N/A PC GENERAL OPERATING SUPPORT 10,000
    CORNELL LABORATORY OF ORNITHOLOGY
    159 SAPSUCKER WOODS RD
    ITHACA,NY14850
    N/A PC RESTRICTED: CENTER FOR AVIAN POPULATION STUDIES 1,000,000
    DAYTON FIRE DEPARTMENT
    PO BOX 396
    DAYTON,WY82836
    N/A PC GENERAL OPERATING SUPPORT 5,000
    DEEP PORTAGE FOUNDATION
    2197 NATURE CENTER DRIVE NW
    HACKENSACK,MN56452
    N/A PC GENERAL OPERATING SUPPORT 15,000
    DELTA WATERFOWL FOUNDATION
    PO BOX 3128
    BISMARK,ND58502
    N/A PC GENERAL OPERATING SUPPORT 10,000
    DUCKS UNLIMITED INC
    ONE WATERFOWL WAY
    MEMPHIS,TN38120
    N/A PC GENERAL OPERATING SUPPORT 10,000
    EARTHSPAN
    7353 MUSSEL LANE
    CHINCOTEAGUE ISLAND,VA23336
    N/A PC RESTRICTED - ASSATEAGUE ISLAND TEAM 19,000
    FARES
    JONES BRANCH DRIVE
    MCLEAN,VA22102
    N/A PC GENERAL OPERATING SUPPORT 50,000
    GM SUTTON AVIAN RESEARCH CENTER
    PO BOX 2007
    BARTLESVILLE,OK74005
    N/A PC GENERAL OPERATING SUPPORT 30,000
    GALAPAGOES CONSERVANCY
    11150 FAIRFAX BOULEVARD SUITE 408
    FAIRFAX,VA22030
    N/A PC GENERAL OPERATING SUPPORT 5,000
    GARY SINISE FOUNDATION
    1901 AVENUE OF THE ARTS NO 1050
    LOS ANGELES,CA90067
    N/A PC GENERAL OPERATING SUPPORT 200,000
    GOOSE VALLEY FIRE DEPARTMENT
    PO BOX 641
    SHERIDAN,WY82801
    N/A PC GENERAL OPERATING SUPPORT 5,000
    HAWK MOUNTAIN SANCTUARY ASSOCIATION
    1700 HAWK MOUNTAIN ROAD
    KEMPTON,PA19520
    N/A PC GENERAL OPERATING SUPPORT 25,000
    HIGH ARTIC INSTITUTE
    603 10TH AVE
    ORION,IL61273
    N/A PC GENERAL OPERATING SUPPORT 25,000
    INTERNATIONAL CRANE FOUNDATION
    E11376 SHADY LANE ROAD
    BARABOO,WI53913
    N/A PC GENERAL OPERATING SUPPORT 25,000
    LAND TRUST ALLIANCE
    1250 H STREET NW SUITE 600
    WASHINGTON,DC20005
    N/A PC GENERAL OPERATING SUPPORT 100,000
    MONTANA AUDUBON
    324 FULLER AVE N5
    HELENA,MT59601
    N/A PC GENERAL OPERATING SUPPORT 5,000
    MULE DEER FOUNDATION
    1939 SOUTH 4130 WEST SUITE H
    SALT LAKE CITY,UT84104
    N/A PC GENERAL OPERATING SUPPORT 10,000
    MUSEUM OF THE BIGHORNS
    PO BOX 1435 10 BIGHORN LANE
    DUBOIS,WY82513
    N/A PC GENERAL OPERATING SUPPORT 5,000
    NORTH AMERICAN GROUSE PARTNERSHIP
    11 BEAVERTAIL ROAD
    RED LODGE,MT59068
    N/A PC GENERAL OPERATING SUPPORT 10,000
    PHEASANTS FOREVER
    1783 BOERELE CIRCLE
    ST PAUL,MN55110
    N/A PC GENERAL OPERATING SUPPORT 5,000
    POWDER RIVER BASIN RESOURCE COUNSIL
    934 N MAIN STREET
    SHERIDAN,WY82801
    N/A PC GENERAL OPERATING SUPPORT 25,000
    PUBLIC LANDS COUNCIL
    1275 PENNSYLVANIA AVE NW STE 801
    WASHINGTON,DC20004
    N/A PC GENERAL OPERATING SUPPORT 5,000
    RAINFOREST TRUST
    7078 AIRLIE ROAD
    WARRENTON,VA20187
    N/A PC GENERAL OPERATING SUPPORT 25,000
    RANCHESTER FIRE DEPARTMENT
    PO BOX 477
    RANCHESTER,WY82839
    N/A PC GENERAL OPERATING SUPPORT 5,000
    RAPTOR RESEARCH FOUNDATION
    P O BOX 4444
    TOPEKA,KS66604
    N/A PC GENERAL OPERATING SUPPORT 5,000
    RAPTORS OF THE ROCKIES
    PO BOX 250
    FLORENCE,MT59833
    N/A PC GENERAL OPERATING SUPPORT 10,000
    RATPOR RESEARCH FOUNDATION
    P O BOX 4444
    TOPEKA,KS66604
    N/A PC GENERAL OPERATING SUPPORT 10,000
    RESEARCH TO PREVENT BLINDNESS
    360 LEXINGTON AVE
    NEW YORK,NY10017
    N/A PC GENERAL OPERATING SUPPORT 5,000
    ROGER TORY PETERSON INSTITUTE
    311 CURTIS STREET
    JAMESTOWN,NY14701
    N/A PC GENERAL OPERATING SUPPORT 5,000
    SCIENCE KIDS
    1081 AIRPORT ROAD
    SHERIDAN,WY82801
    N/A PC GENERAL OPERATING SUPPORT 25,000
    SHAVER'S CREEK ENVIRONMENTAL CENTER
    3400 DISCOVERY RD
    PETERSBURG,PA16669
    N/A PC GENERAL OPERATING SUPPORT 10,000
    SHERIDAN ARTISTS GUILD ET AL
    245 BROADWAY STREET
    SHERIDAN,WY82801
    N/A PC GENERAL OPERATING SUPPORT 15,000
    SHERIDAN CNTY YMCA
    417 N JEFFERSON STREET
    SHERIDAN,WY82801
    N/A PC GENERAL OPERATING SUPPORT 10,000
    SHERIDAN CO MEMORIAL HOSPITAL FDN
    PO BOX 391
    SHERIDAN,WY82801
    N/A PC GENERAL OPERATING SUPPORT 50,000
    SHERIDAN COLLEGE FOUNDATION
    PO BOX 6328
    SHERIDAN,WY82801
    N/A PC GENERAL OPERATING SUPPORT 15,000
    SHERIDAN COMMUNITY LAND TRUST
    PO BOX 7185
    SHERIDAN,WY82801
    N/A PC GENERAL OPERATING SUPPORT 10,000
    SHERIDAN COUNTY CONSERVATION DISTRICT
    PO BOX 7185
    SHERIDAN,WY82801
    N/A PC RESTRICTED - ACME POWER PLANT RESTORATION 25,000
    SHERIDAN COUNTY LIBRARY FOUNDATION
    335 W ALGER STREET
    SHERIDAN,WY82801
    N/A PC GENERAL OPERATING SUPPORT 10,000
    SHRINERS HOSPITALS FOR CHILDREN
    2900 N ROCKY POINT DRIVE
    TAMPA,FL33607
    N/A PC GENERAL OPERATING SUPPORT 100,000
    TETON RAPTOR CENTER
    PO BOX 1805
    WILSON,WY83014
    N/A PC GENERAL OPERATING SUPPORT 25,000
    THE BRINTON MUSEUM
    P O BOX 460
    BIG HORN,WY82833
    N/A PC GENERAL OPERATING SUPPORT 25,000
    THE HAVERFORD SCHOOL
    450 LANCASTER AVE
    HAVERFORD,PA19041
    N/A PC RESTRICTED - ACADEMICS 5,000
    THE HUB ON SMITH
    211 SMITH STREET
    SHERIDAN,WY82801
    N/A PC GENERAL OPERATING SUPPORT 25,000
    THE NATURE CONSERVANCY OF MONTANA
    4245 N FAIRFAX DRFIVE SUITE 100
    ARLINGTON,VA22203
    N/A PC GENERAL OPERATING SUPPORT 5,000
    THE NATURE CONSERVANCY-WY
    4245 N FAIRFAX DRIVE SUITE 100
    ARLINGTON,VA22203
    N/A PC RESTRICTED - SHERIDAN/JOHNSON COUNTIES 10,000
    THE NATURE CONSERVANCY-WY
    4245 N FAIRFAX DRIVE SUITE 100
    ARLINGTON,VA22203
    N/A PC GENERAL OPERATING SUPPORT 25,000
    THE PEREGRINE FUND INC
    5668 W FLYING HAWK LANE
    BOISE,ID83709
    N/A PC GENERAL OPERATING SUPPORT 100,000
    THE RAPTOR CENTER
    1920 FINCH AVENUE
    ST PAUL,MN55108
    N/A PC GENERAL OPERATING SUPPORT 50,000
    THE SUSAN G KOMEN BREAST CANCER FDN
    13770 NOEL ROAD SUITE 801889
    DALLAS,TX75380
    N/A PC GENERAL OPERATING SUPPORT 10,000
    UNIVERSITY OF WASHINGTON PENGUIN PROJECT
    3924 MONTLAKE BLVD NE
    SEATTLE,WA98195
    N/A PC GENERAL OPERATING SUPPORT 15,000
    WESTERN LANDOWNER'S ALLIANCE
    PO BOX 6278
    SANTA FE,NM87502
    N/A PC GENERAL OPERATING SUPPORT 25,000
    WOLF CREEK OPERATING FOUNDATION
    1001 CONSHOHOCKEN STATE RD STE
    1-202
    W CONSHOHOCKEN,PA19428
    N/A PRIVATE OPERATING FO GENERAL OPERATING SUPPORT 50,000
    WY STOCK GROWERS AGRICULTURAL LAND TRUST
    PO BOX 206
    CHEYENNE,WY82003
    N/A PC RESTRICTED - KANE EASEMENT 100,000
    WYO THEATER
    PO BOX 528
    SHERIDAN,WY82801
    N/A PC GENERAL OPERATING SUPPORT 15,000
    WYOMING FOOD BANK OF THE ROCKIES
    10700 E 45TH AVENUE
    DENVER,CO80239
    N/A PC GENERAL OPERATING SUPPORT 5,000
    WYOMING OUTDOOR COUNCIL
    262 LINCOLN
    LANDER,WY82520
    N/A PC GENERAL OPERATING SUPPORT 10,000
    WYOMING WILDERNESS ASSOCIATION
    PO BOX 6588
    SHERIDAN,WY82801
    N/A PC GENERAL OPERATING SUPPORT 5,000
    YELLOWSTONE VALLEY AUDUBON SOCIETY
    610 INDIAN TRAIL
    BILLINGS,MT59105
    N/A PC RESTRICTED - OSPREY WORK 10,000
    Total .................................bullet 3a 9,309,000
    bApproved for future payment
    Total .................................bullet 3b 0
    Form 990-PF (2021)
    Form 990-PF (2021)
    Page 12
    Part XV-A
    Analysis of Income-Producing Activities
    Enter gross amounts unless otherwise indicated. Unrelated business income Excluded by section 512, 513, or 514 (e)
    Related or exempt
    function income
    (See instructions.)
    1Program service revenue: (a)
    Business code
    (b)
    Amount
    (c)
    Exclusion code
    (d)
    Amount
    a
    b
    c
    d
    e
    f
    gFees and contracts from government agencies          
    2 Membership dues and assessments ....          
    3 Interest on savings and temporary cash
    investments ...........
             
    4 Dividends and interest from securities ....          
    5 Net rental income or (loss) from real estate:
    aDebt-financed property......          
    bNot debt-financed property.....          
    6 Net rental income or (loss) from personal property          
    7 Other investment income .....          
    8 Gain or (loss) from sales of assets other than
    inventory ............
        18 6,433,563  
    9 Net income or (loss) from special events:          
    10 Gross profit or (loss) from sales of inventory          
    11 Other revenue: a
    b
    c
    d
    e
    12 Subtotal. Add columns (b), (d), and (e) .. 0 8,550,025 0
    13Total. Add line 12, columns (b), (d), and (e)..................
    13
    8,550,025
    (See worksheet in line 13 instructions to verify calculations.)
    Part XV-B
    Relationship of Activities to the Accomplishment of Exempt Purposes
    Line No.
    DownArrow
    Explain below how each activity for which income is reported in column (e) of Part XV-A contributed importantly to
    the accomplishment of the foundation’s exempt purposes (other than by providing funds for such purposes). (See
    instructions.)
    Form 990-PF (2021)
    Form 990-PF (2021)
    Page 13
    Part XVI
    Information Regarding Transfers To and Transactions and Relationships With Noncharitable Exempt Organizations
    1
    Did the organization directly or indirectly engage in any of the following with any other organization described in section 501(c) (other than section 501(c)(3) organizations) or in section 527, relating to political organizations?
    Yes
    No
    a
    Transfers from the reporting foundation to a noncharitable exempt organization of:
    (1) Cash...................................
    1a(1)
     
    No
    (2) Other assets.................................
    1a(2)
     
    No
    b
    Other transactions:
    (1) Sales of assets to a noncharitable exempt organization....................
    1b(1)
     
    No
    (2) Purchases of assets from a noncharitable exempt organization..................
    1b(2)
     
    No
    (3) Rental of facilities, equipment, or other assets.......................
    1b(3)
     
    No
    (4) Reimbursement arrangements...........................
    1b(4)
     
    No
    (5) Loans or loan guarantees.............................
    1b(5)
     
    No
    (6) Performance of services or membership or fundraising solicitations................
    1b(6)
     
    No
    c
    Sharing of facilities, equipment, mailing lists, other assets, or paid employees..............
    1c
     
    No
    d
    If the answer to any of the above is "Yes," complete the following schedule. Column (b) should always show the fair market value
    of the goods, other assets, or services given by the reporting foundation. If the foundation received less than fair market value
    in any transaction or sharing arrangement, show in column (d) the value of the goods, other assets, or services received.
    (a) Line No. (b) Amount involved (c) Name of noncharitable exempt organization (d) Description of transfers, transactions, and sharing arrangements
    2a
    Is the foundation directly or indirectly affiliated with, or related to, one or more tax-exempt organizations
    described in section 501(c) (other than section 501(c)(3)) or in section 527? ...........
    b
    If "Yes," complete the following schedule.

    (a) Name of organization (b) Type of organization (c) Description of relationship
    Sign Here
    Under penalties of perjury, I declare that I have examined this return, including accompanying schedules and statements, and to the best of my knowledge and belief, it is true, correct, and complete. Declaration of preparer (other than taxpayer) is based on all information of which preparer has any knowledge.
    Bullet Bullet
    May the IRS discuss this return
    with the preparer shown below?
    See instructions.
    Signature of officer or trustee Date Title
    Paid Preparer Use Only Print/Type preparer's name Preparer's Signature Date PTIN
    Firm's name SmallBullet
    Firm's EIN SmallBullet
    Firm's address SmallBullet


    Phone no.
    Form 990-PF (2021)
    Additional Data


    Software ID:  
    Software Version:  


    Form 990PF - Special Condition Description:
    Special Condition Description
    Schedule B
    (Form 990)
    Department of the Treasury
    Internal Revenue Service
    Schedule of Contributors

    Arrow Bullet Attach to Form 990, 990-EZ, or 990-PF.
    Arrow Bullet Go to www.irs.gov/Form990 for the latest information.
    OMB No. 1545-0047
    2021
    Name of the organization
    WOLF CREEK CHARITABLE FOUNDATION
    C/O BALDWIN FAMILY OFFICE
    Employer identification number

    83-0310959
    Organization type (check one):
    Filers of:
    Section:
    Form 990 or 990-EZ






    Form 990-PF




    Check if your organization is covered by the General Rule or a Special Rule.  
    Note: Only a section 501(c)(7), (8), or (10) organization can check boxes for both the General Rule and a Special Rule. See instructions.
    General Rule
    Special Rules
    ......... Arrow Bullet $  
    Caution: An organization that isn't covered by the General Rule and/or the Special Rules doesn't file Schedule B (Form 990,
    990-EZ, or 990-PF), but it must answer “No” on Part IV, line 2, of its Form 990; or check the box on line H of its Form 990-EZ
    or on its Form 990PF, Part I, line 2, to certify that it doesn't meet the filing requirements of Schedule B (Form 990,
    990-EZ, or 990-PF).
    For Paperwork Reduction Act Notice, see the Instructions
    for Form 990, 990-EZ, or 990-PF.
    Cat. No. 30613XSchedule B (Form 990) (2021)
    Schedule B (Form 990) (2021) Page 2
    Name of organization
    WOLF CREEK CHARITABLE FOUNDATION
    C/O BALDWIN FAMILY OFFICE
    Employer identification number
    83-0310959
    Part I
    Contributors
    Contributors (see instructions). Use duplicate copies of Part I if additional space is needed.
    (a)
    No.
    (b)
    Name, address, and ZIP + 4
    (c)
    Total contributions
    (d)
    Type of contribution
    1
    ROBERT AND CAROL BERRY
    1122 SOLDIER CREEK ROAD
     
    WOLF, WY82844

    $ 200,000


    (Complete Part II for noncash contributions.)
    (a)
    No.
    (b)
    Name, address, and ZIP + 4
    (c)
    Total contributions
    (d)
    Type of contribution
     
     
     
     

    $  


    (Complete Part II for noncash contributions.)
    (a)
    No.
    (b)
    Name, address, and ZIP + 4
    (c)
    Total contributions
    (d)
    Type of contribution
     
     
     
     

    $  


    (Complete Part II for noncash contributions.)
    (a)
    No.
    (b)
    Name, address, and ZIP + 4
    (c)
    Total contributions
    (d)
    Type of contribution
     
     
     
     

    $  


    (Complete Part II for noncash contributions.)
    (a)
    No.
    (b)
    Name, address, and ZIP + 4
    (c)
    Total contributions
    (d)
    Type of contribution
     
     
     
     

    $  


    (Complete Part II for noncash contributions.)
    (a)
    No.
    (b)
    Name, address, and ZIP + 4
    (c)
    Total contributions
    (d)
    Type of contribution
     
     
     
     

    $  


    (Complete Part II for noncash contributions.)
    Schedule B (Form 990) (2021)
    Schedule B (Form 990) (2021)
    Page 3
    Name of organization
    WOLF CREEK CHARITABLE FOUNDATION
    C/O BALDWIN FAMILY OFFICE
    Employer identification number

    83-0310959
    Part II
    Noncash Property (see instructions). Use duplicate copies of Part II if additional space is needed.
    (a)
    No. from Part I
    (b)
    Description of noncash property given
    (c)
    FMV (or estimate)
    (See instructions)
    (d)
    Date received
     
    $    
    (a)
    No. from Part I
    (b)
    Description of noncash property given
    (c)
    FMV (or estimate)
    (See instructions)
    (d)
    Date received
     
    $    
    (a)
    No. from Part I
    (b)
    Description of noncash property given
    (c)
    FMV (or estimate)
    (See instructions)
    (d)
    Date received
     
    $    
    (a)
    No. from Part I
    (b)
    Description of noncash property given
    (c)
    FMV (or estimate)
    (See instructions)
    (d)
    Date received
     
    $    
    (a)
    No. from Part I
    (b)
    Description of noncash property given
    (c)
    FMV (or estimate)
    (See instructions)
    (d)
    Date received
     
    $    
    (a)
    No. from Part I
    (b)
    Description of noncash property given
    (c)
    FMV (or estimate)
    (See instructions)
    (d)
    Date received
     
    $    
    Schedule B (Form 990) (2021)
    Schedule B (Form 990) (2021)
    Page 4
    Name of organization
    WOLF CREEK CHARITABLE FOUNDATION
    C/O BALDWIN FAMILY OFFICE
    Employer identification number

    83-0310959
    Part III
    Exclusively religious, charitable, etc., contributions to organizations described in section 501(c)(7), (8), or (10) that total more than $1,000 for the year from any one contributor. Complete columns (a) through (e) and the following line entry. For organizations completing Part III, enter the total of exclusively religious, charitable, etc., contributions of $1,000 or less for the year. (Enter this information once. See instructions.) Arrow Bullet$  
    Use duplicate copies of Part III if additional space is needed.
    (a)
    No. from Part I
    (b) Purpose of gift (c) Use of gift (d) Description of how gift is held
     
    (e) Transfer of gift
    Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
     
     
         
     
    (a)
    No. from Part I
    (b) Purpose of gift (c) Use of gift (d) Description of how gift is held
     
    (e) Transfer of gift
    Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
     
     
         
     
    (a)
    No. from Part I
    (b) Purpose of gift (c) Use of gift (d) Description of how gift is held
     
    (e) Transfer of gift
    Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
     
     
         
     
    (a)
    No. from Part I
    (b) Purpose of gift (c) Use of gift (d) Description of how gift is held
     
    (e) Transfer of gift
    Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
     
     
         
     
    Schedule B (Form 990) (2021)
    Additional Data


    Software ID:  
    Software Version:  

    TY 2021 InvestmentsCorpBondsSchedule
    Name:
    WOLF CREEK CHARITABLE FOUNDATION
     
    C/O BALDWIN FAMILY OFFICE
    EIN:
    83-0310959
    Name of Bond End of Year Book Value End of Year Fair Market Value
    BANK OF NY MELLON DUE 02-04-24 3.650% - 525000PV 550,835 552,719
    BERKSHIRE HATHAWAY FIN NC DUE 03-15-2026 3.125% 750000PV 834,040 800,891
    IBM CORP (M-W T+15) NC 02-12-24 3.625% - 515000PV 540,529 542,654
    JOHNSON & JOHNSON DUE 03-01-26 2.450% - 500000PV 492,980 520,605
    JOHNSON & JOHNSON DUE 09-01-2030 1.300% - 400000PV 382,278 384,402
    PROCTER & GAMBLE DUE 02-02-26 2.700% - 1000000PV 995,790 1,053,174
    TARGET CORP. NC DUE 07-01-24 3.500% - 500000PV 530,635 529,881
    US BANCORP DUE 01-30-24 3.700% - 595000PV 644,564 627,554
    WAL-MART STORES INC DUE 04-22-24 3.300% - 850000PV 882,462 889,547

    TY 2021 InvestmentsCorpStockSchedule
    Name:
    WOLF CREEK CHARITABLE FOUNDATION
     
    C/O BALDWIN FAMILY OFFICE
    EIN:
    83-0310959
    Name of Stock End of Year Book Value End of Year Fair Market Value
    3M CO. - 1000 SHARES 84,338 177,630
    ABBOTT LABORATORIES - 3000 SHARES 72,423 422,220
    ABBVIE INC. - 3525 SHARES 129,047 477,285
    ACCENTURE PLC - 3000 SHARES 94,215 1,243,650
    ADOBE SYSTEMS INC. - 2000 SHARES 81,208 1,134,120
    ALPHABET INC. CLASS A - 230 SHARES 35,051 666,319
    ALPHABET INC. CLASS C - 200 SHARES 25,158 578,718
    AMAZON.COM - 200 SHARES 36,783 666,868
    AMERICAN TOWER REIT INC. - 2000 SHARES 85,996 585,000
    APPLE INC - 9055 SHARES 10,380 1,607,896
    ASPEN TECHNOLOGY INC - 450 SHARES 69,149 68,490
    BLACKROCK INC. - 600 SHARES 200,472 549,336
    BLACKSTONE GROUP INC - 4000 SHARES 79,284 517,560
    BNY MELLON INTERNATIONAL STOCK FUND - INST - 10,096 SHARES 160,122 272,185
    BRISTOL MYERS SQUIBB - 6000 SHARES 335,400 374,100
    BROADCOM INC 934 SHARES 174,434 621,493
    BROOKFIELD RENEWABLE CORP - 1125 SHARES 32,918 41,434
    BROOKFIELD RENEWABLE ENERGY PARTNERS LP INC. - 4500 SHARES 56,590 161,055
    CABOT CORP 3125 SHARES 151,115 175,625
    CAPITAL ONE FINANCIAL CORP - 2100 SHARES 159,525 304,689
    CHEVRON CORP. - 2000 SHARES 88,590 234,700
    CHUBB LIMITED - 2000 SHARES 141,490 386,620
    COCA-COLA INC. - 2000 SHARES 56,450 118,420
    COMCAST CORP. CL. A - 5200 SHARES 195,874 261,716
    CONSTELLATION BRANDS INC - A - 1055 SHARES 199,763 264,773
    COSTCO WHOLESALE CORP. - 1200 SHARES 112,430 681,240
    CVS HEALTH CORP. - 2250 SHARES 138,459 232,110
    DANAHER CORP. - 2700 SHARES 76,683 888,327
    DFA INTERNATIONAL CORE - 9367 SHARES 123,390 150,808
    DISNEY (WALT) 750 SHARES 97,650 116,168
    DUKE ENERGY CORP. - 1560 SHARES 64,358 163,644
    ENTERPRISE PRODUCTS PARTNERS - 6200 SHARES 73,479 136,152
    FIRST SOLAR INC. - 2000 SHARES 159,160 174,320
    FISERV INC - 1300 SHARES 149,721 134,927
    FORTIVE CORPORATION - 3400 SHARES 99,294 259,386
    FREEPORT-MCMORAN COPPER & GOLD - 3900 SHARES 142,966 162,747
    GOLDMAN SACHS GROUP INC. - 1100 SHARES 236,124 420,805
    GXO LOGISTICS, INC. - 12590 SHARES 36,883 113,538
    HOME DEPOT - 1600 SHARES 229,910 664,016
    IAC/INTERACTIVECORP - 975 SHARES 59,153 127,442
    INTERCONTINENTAL EXCHANGE GROUP - 2650 SHARES 144,003 362,441
    ISHARES RUSSELL 2000 INDEX - 12165 SHARES 538,301 2,706,104
    ISHARES S&P 500/BARRA - 21543 SHARES 1,310,461 3,374,280
    JP MORGAN CHASE - 4000 SHARES 156,095 633,400
    LAM RESEARCH CORP. - 1190 SHARES 152,426 855,789
    LINDE PLC - 3000 SHARES 490,350 1,039,290
    MATCH GROUP, INC. 485 SHARES 34,178 64,141
    METTLER-TOLEDO INTERNATIONAL- 695 SHARES 68,660 1,179,561
    MICROSOFT CORP. - 1000 SHARES 47,550 336,320
    MONDELEZ INTERNATIONAL INC - 4000 SHARES 101,280 265,240
    NIKE INC CL. B - 6000 SHARES 96,438 1,000,020
    NVIDIA CORP. - 1600 SHARES 99,039 470,576
    NXP SEMICONDUCTORS NV - 1000 SHARES 99,777 227,780
    PROGRESSIVE CORP. - OHIO - 3000 SHARES 68,919 307,950
    PROLOGIS INC - 2025 SHARES 55,184 340,929
    RAYTHEON CO. - 2801. SHARES 201,084 241,054
    ROCHE HOLDING LTD - 10,000 SHARES 161,725 516,900
    SHOPIFY INC. CLASS A - 325 SHARES 48,236 447,652
    SPDR S&P MID-CAP 400 ETF - 11108 SHARES 754,039 5,750,389
    STARBUCKS CORP. - 4100 SHARES 238,168 479,577
    TEEKAY LNG PARTNERS LP - 4000 SHARES 103,245 67,720
    THERMO FISHER SCIENTIFIC NC - 1500 SHARES 89,123 1,000,860
    ULTA SALON COSMETICS & FRAGRANCE INC - 600 SHARES 142,295 247,404
    UNION PACIFIC CORP. - 2000 SHARES 51,026 503,860
    UNITEDHEALTH GROUP - 350 SHARES 102,447 175,749
    VANGUARD VALUE INDEXFUND ADMIRAL SHARES - 41208 SHARES 866,647 2,364,533
    VERTEX PHARMACEUTICALS INC - 700 SHARES 149,070 153,720
    VIMEO HOLDINGS, INC. - 1582 SHARES 58,695 28,413
    VISA INC. - CLASS A SHARES - 4000 SHARES 83,530 866,840
    VONTIER CORP - 1360 SHARES 17,193 41,793
    WCM FOCUSED INTL GROWTH FUND - 11147 SHARES 188,061 308,559
    XPO LOGISTICS INC - 1250 SHARES 52,048 96,788
    YUM CHINA HOLDINGS INC - 4000 SHARES 44,940 199,360
    YUM! BRANDS INC. - 4000 SHARES 115,019 555,440
    ZOETIS INC. - 2000 SHARES 63,473 488,060

    TY 2021 InvestmentsGovtObligationsSch
    Name:
    WOLF CREEK CHARITABLE FOUNDATION
     
    C/O BALDWIN FAMILY OFFICE
    EIN:
    83-0310959
    US Government Securities - End of Year Book Value:

    9,001,617
    US Government Securities - End of Year Fair Market Value:

    9,376,239
    State & Local Government Securities - End of Year Book Value:


    10,910,394
    State & Local Government Securities - End of Year Fair Market Value:


    11,040,466


    TY 2021 InvestmentsOtherSchedule2
    Name:
    WOLF CREEK CHARITABLE FOUNDATION
     
    C/O BALDWIN FAMILY OFFICE
    EIN:
    83-0310959
    Category/ Item Listed at Cost or FMV Book Value End of Year Fair Market Value
    PLEIADES INVESTMENT PARTNERS LP - 151639 SHARES AT COST 2,374,485 2,553,285
    THE VITTORIA FUND L.P. - 524593 SHARES AT COST 9,985,391 10,661,927
    VERITABLE LONG BIASED DOMESTIC FUND LP - 318747 SHARES AT COST 877,517 878,911

    TY 2021 OtherDecreasesSchedule
    Name:
    WOLF CREEK CHARITABLE FOUNDATION
     
    C/O BALDWIN FAMILY OFFICE
    EIN:
    83-0310959
    Description Amount
    DIFFERENCE IN COST BASIS CARRYING VALUES DUE TO AMORTIZATION OF BOND PREM. 80,566


    TY 2021 OtherExpensesSchedule
    Name:
    WOLF CREEK CHARITABLE FOUNDATION
     
    C/O BALDWIN FAMILY OFFICE
    EIN:
    83-0310959
    Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    PASSTHROUGH FROM VERITABLE LONG BIASED DOMESTIC FUND LP 8,634 8,634   0
    PASSTHROUGH FROM PLEIADES INVESTMENT PARTNERS, L.P. 48,521 48,521   0
    VITTORIA FUND, LP (K-1 PASSTHROUGH) 302,402 302,402   0
    PASSTHROUGH FROM BROOKFIELD ENERGY PARTNERS K-1 482 482   0
    PASSTHROUGH FROM ENTERPRISE PRODUCTS PARTNERS K-1 6,165 6,165   0
    BANK FEES 62 0   62


    TY 2021 OtherIncomeSchedule2
    Name:
    WOLF CREEK CHARITABLE FOUNDATION
     
    C/O BALDWIN FAMILY OFFICE
    EIN:
    83-0310959
    Description Revenue And Expenses Per Books Net Investment Income Adjusted Net Income
    PLEIADES INVESTMENT PARTNERSLP (K-1 PASSTHROUGH) 269,197 269,197 269,197
    VITTORIA FUND, LP (K-1 PASSTHROUGH) 599,067 599,067 599,067
    K-1 VERITABLE LONG BIASED 26,941 26,941 26,941


    TY 2021 OtherProfessionalFeesSchedule
    Name:
    WOLF CREEK CHARITABLE FOUNDATION
     
    C/O BALDWIN FAMILY OFFICE
    EIN:
    83-0310959
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    SUSAN BERRY-GORELLI 12,000 12,000   0
    VERITABLE LP 178,040 178,040   0
    BALDWIN INVESTMENT MANAGEMENT LLC 135,249 135,249   0
    ADR FEES 525 525   0
    MOHATT JOHNSON & GODWIN LLP 0 0   0


    TY 2021 TaxesSchedule
    Name:
    WOLF CREEK CHARITABLE FOUNDATION
     
    C/O BALDWIN FAMILY OFFICE
    EIN:
    83-0310959
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    FOREIGN TAXES - VERITABLE LONG BIASED DOMESTIC FUND LP 175 175   0
    FOREIGN TAXES - THE VITTORIA FUND 27,825 27,825   0
    FOREIGN TAXES - PLEIADES 213 213   0
    CHARLES SCHWAB & CO FOREIGN TAXES ACCT 3075 8,603 8,603   0
    CHARLES SCHWAB & CO FOREIGN TAXES ACCT 5952 705 705   0
    EXCISE TAX AND UBIT 25,500 0   0