Form990-PF

Department of the Treasury
Internal Revenue Service

Return of Private Foundation
or Section 4947(a)(1) Trust Treated as Private Foundation
right arrowDo not enter social security numbers on this form as it may be made public.
right arrowGo to www.irs.gov/Form990PF for instructions and the latest information.
OMB No. 1545-0047
2023
Open to Public Inspection
For calendar year 2023, or tax year beginning 01-01-2023 , and ending 12-31-2023
Name of foundation
THE LIBBY & GARY PEDRI CHARITABLE TRUST
 
Number and street (or P.O. box number if mail is not delivered to street address)1321 YALECREST DRIVE
 
Room/suite
City or town, state or province, country, and ZIP or foreign postal code
ROCK SPRINGS, WY82901
A Employer identification number

82-3212560
B Telephone number (see instructions)

(307) 382-3544
C right arrow
G Check all that apply:

D 1. Foreign organizations, check here............. right arrow
2. Foreign organizations meeting the 85%
test, check here and attach computation ...
right arrow
E right arrow
H Check type of organization:
F right arrow
I Fair market value of all assets at end
of year (from Part II, col. (c),
line 16)right arrow$6,557,436
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) 644,217
2 Check right arrow.............
3 Interest on savings and temporary cash investments 44,137 44,137 44,137
4 Dividends and interest from securities... 502,158 502,158 502,158
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 -37,805
b Gross sales price for all assets on line 6a 422,973
7 Capital gain net income (from Part IV, line 2)...  
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)....... 14,931 14,931 14,931
12 Total. Add lines 1 through 11........ 1,167,638 561,226 561,226
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc.        
14 Other employee salaries and wages......        
15 Pension plans, employee benefits.......        
16a Legal fees (attach schedule).........        
b Accounting fees (attach schedule)....... 4,380 4,380 4,380  
c Other professional fees (attach schedule)....        
17 Interest...............        
18 Taxes (attach schedule) (see instructions)... 25 25 25  
19 Depreciation (attach schedule) and depletion...      
20 Occupancy..............        
21 Travel, conferences, and meetings.......        
22 Printing and publications..........        
23 Other expenses (attach schedule)....... 81,395 81,395 81,395  
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 85,800 85,800 85,800 0
25 Contributions, gifts, grants paid....... 250,260 250,260
26 Total expenses and disbursements. Add lines 24 and 25 336,060 85,800 85,800 250,260
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements 831,578
b Net investment income (if negative, enter -0-) 475,426
c Adjusted net income (if negative, enter -0-)... 475,426
For Paperwork Reduction Act Notice, see instructions.
Cat. No. 11289X Form 990-PF (2023)
Form 990-PF (2023)
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......... 191,746 693,353 693,353
3 Accounts receivable right arrow  
Less: allowance for doubtful accounts right arrow        
4 Pledges receivable right arrow  
Less: allowance for doubtful accounts right arrow        
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) right arrow  
Less: allowance for doubtful accounts right arrow        
8 Inventories for sale or use..............      
9 Prepaid expenses and deferred charges..........      
10a Investments—U.S. and state government obligations (attach schedule)      
b Investments—corporate stock (attach schedule).......      
c Investments—corporate bonds (attach schedule).......      
11 Investments—land, buildings, and equipment: basis right arrow  
Less: accumulated depreciation (attach schedule) right arrow        
12 Investments—mortgage loans.............      
13 Investments—other (attach schedule).......... 5,359,385 5,864,083 5,864,083
14 Land, buildings, and equipment: basis right arrow  
Less: accumulated depreciation (attach schedule) right arrow        
15 Other assets (describe right arrow)      
16 Total assets (to be completed by all filers—see the
instructions. Also, see page 1, item I) 5,551,131 6,557,436 6,557,436
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 right arrow)    
23 Total liabilities (add lines 17 through 22).........   0
Net Assets or Fund Balances Foundations that follow FASB ASC 958, check here right arrow
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 right arrow
and complete lines 26 through 30.
26 Capital stock, trust principal, or current funds........ 5,551,131 6,557,436
27 Paid-in or capital surplus, or land, bldg., and equipment fund    
28 Retained earnings, accumulated income, endowment, or other funds    
29 Total net assets or fund balances (see instructions)..... 5,551,131 6,557,436
30 Total liabilities and net assets/fund balances (see instructions). 5,551,131 6,557,436
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
5,551,131
2
Enter amount from Part I, line 27a .....................
2
831,578
3
Other increases not included in line 2 (itemize) right arrowClick to see attachment
List of Attached Documents:
// Content
3
179,663
4
Add lines 1, 2, and 3 ..........................
4
6,562,372
5
Decreases not included in line 2 (itemize) right arrowClick to see attachment
List of Attached Documents:
// Content
5
4,936
6
Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 29 .
6
6,557,436
Form 990-PF (2023)
Form 990-PF (2023)
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 ROCKEFELLER 2742 - ST COVERED P 2023-01-01 2023-01-02
b ROCKEFELLER 2742 - ST COVERED P 2018-01-01 2023-01-02
c LPL FINANCIAL - ST COVERED P 2023-01-01 2023-01-02
d CRESTWOOD EQ PARTNERS P 2023-06-14 2023-08-22
e ENERGY TRANSFER P 2023-05-22 2023-08-22
GLBL PRTNRS P 2023-08-15 2023-08-22
MAGELLAN MIDSTREAM P 2023-08-14 2023-08-22
LPL FINANCIAL - LT COVERED P 2018-01-01 2023-01-02
ROCKEFELLER 2743 - ST COVERED P 2023-01-01 2023-01-02
ROCKEFELLER 2743 - ST COVERED P 2018-01-01 2023-01-02
ENERGY TRANSFER LP P 2023-04-25 2023-11-07
MAGELLAN MIDSTREAM P 2023-02-14 2023-09-26
ROCKEFELLER 2739 - LT COVERED P 2018-01-01 2023-01-02
ROCKEFELLER 2740 - ST COVERED P 2023-01-01 2023-01-02
ROCKEFELLER 2740 - LT COVERED P 2018-01-01 2023-01-02
ROCKEFELLER 2741 - ST COVERED P 2023-01-01 2023-01-02
ROCKEFELLER 2741 - LT COVERED P 2018-01-01 2023-01-02
ROCKEFELLER 2738 - LT COVERED P 2018-01-01 2023-01-02
(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 224,911   232,163 -7,252
b 29,397   25,857 3,540
c 1,027   1,055 -28
d 24   24  
e 6   6  
11   11  
65   65  
7,651   6,483 1,168
15,764   18,412 -2,648
34,664   42,907 -8,243
9   7 2
6,824   4,935 1,889
19,927   29,916 -9,989
17,690   20,600 -2,910
43,645   50,226 -6,581
483   849 -366
8,633   12,359 -3,726
12,242   14,903 -2,661
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       -7,252
b       3,540
c       -28
d        
e        
       
       
      1,168
      -2,648
      -8,243
      2
      1,889
      -9,989
      -2,910
      -6,581
      -366
      -3,726
      -2,661
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 -37,805
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 -11,313
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 right arrow 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) 1 6,608
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  
3 Add lines 1 and 2........................... 3 6,608
4 Subtitle A (income) tax (domestic section 4947(a)(1) trusts and taxable foundations only. Others enter -0-) 4  
5 Tax based on investment income. Subtract line 4 from line 3. If zero or less, enter -0- ..... 5 6,608
6 Credits/Payments:
a 2023 estimated tax payments and 2022 overpayment credited to 2023 6a  
b Exempt foreign organizations—tax withheld at source...... 6b  
c Tax paid with application for extension of time to file (Form 8868)... 6c  
d Backup withholding erroneously withheld .......... 6d  
7 Total credits and payments. Add lines 6a through 6d.............. 7  
8 Enter any penalty for underpayment of estimated tax. Check here if Form 2220 is attached. Click to see attachment
List of Attached Documents:
// Content
8 229
9 Tax due. If the total of lines 5 and 8 is more than line 7, enter amount owed.......right arrow 9 6,837
10 Overpayment. If line 7 is more than the total of lines 5 and 8, enter the amount overpaid...right arrow 10  
11 Enter the amount of line 10 to be: Credited to 2024 estimated taxright arrow0 Refundedright arrow 11  
Form 990-PF (2023)
Form 990-PF (2023)
Page 4
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. right arrow$   (2) On foundation managers.right arrow$  
e
Enter the reimbursement (if any) paid by the foundation during the year for political expenditure tax imposed
on foundation managers.right arrow$  
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
 
No
b
If "Yes," has it filed a tax return on Form 990-T for this year?...................
4b
 
 
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:
round bullet By language in the governing instrument, or
round bullet 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
 
No
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)
right arrow
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 2023 or the taxable year beginning in 2023? 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
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 addressright arrowN/A
14
The books are in care ofright arrowGARY G PEDRI Telephone no.right arrow (307) 382-3544

Located atright arrow1321 YALECREST DRROCK SPRINGSWY ZIP+4right arrow82901
15
Section 4947(a)(1) nonexempt charitable trusts filing Form 990-PF in lieu of Form 1041 —check here .........right arrow
and enter the amount of tax-exempt interest received or accrued during the year ........right arrow
15
 
16 At any time during calendar year 2023, 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 right arrow
Form 990-PF (2023)
Form 990-PF (2023)
Page 5
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)
 
No
(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
Organizations relying on a current notice regarding disaster assistance check here ........right arrow
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 2023? .............
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 2023, did the foundation have any undistributed income (Part XII, lines 6d
and 6e) for tax year(s) beginning before 2023?....................
2a
 
No
If "Yes," list the years right arrow20, 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.
right arrow20, 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 2023 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 2023.) .....................
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 2023? ..
4b
 
No
Form 990-PF (2023)
Form 990-PF (2023)
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
Organizations relying on a current notice regarding disaster assistance check .........right arrow
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
GARY G PEDRI Trustee
2.00
0    
1321 YALECREST DR
ROCK SPRINGS,WY82901
GARY G PEDRI Foundation Mgr.
0.00
0    
1321 YALECREST DR
ROCK SPRINGS,WY82901
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...................right arrow  
Form 990-PF (2023)
Form 990-PF (2023)
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
NONE
Total number of others receiving over $50,000 for professional services.............right arrow  
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.........................right arrow  
Form 990-PF (2023)
Form 990-PF (2023)
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
5,459,022
b
Average of monthly cash balances.......................
1b
407,334
c
Fair market value of all other assets (see instructions)................
1c
0
d
Total (add lines 1a, b, and c).........................
1d
5,866,356
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
 
3
Subtract line 2 from line 1d.........................
3
5,866,356
4
Cash deemed held for charitable activities. Enter 1.5% (0.015) of line 3 (for greater amount, see
instructions) .............................
4
87,995
5
Net value of noncharitable-use assets. Subtract line 4 from line 3. ............
5
5,778,361
6
Minimum investment return. Enter 5% (0.05) of line 5................
6
288,918
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
288,918
2a
Tax on investment income for 2022 from Part V, line 5.......
2a
6,608
b
Income tax for 2022. (This does not include the tax from Part V.) ...
2b
 
c
Add lines 2a and 2b............................
2c
6,608
3
Distributable amount before adjustments. Subtract line 2c from line 1............
3
282,310
4
Recoveries of amounts treated as qualifying distributions................
4
 
5
Add lines 3 and 4............................
5
282,310
6
Deduction from distributable amount (see instructions).................
6
 
7
Distributable amount as adjusted. Subtract line 6 from line 5. Enter here and on Part XII, line 1 ...
7
282,310
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
250,260
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
250,260
Form 990-PF (2023)
Form 990-PF (2023)
Page 9
Part XII
Undistributed Income (see instructions)
(a)
Corpus
(b)
Years prior to 2022
(c)
2022
(d)
2023
1 Distributable amount for 2023 from Part X, line 7 282,310
2 Undistributed income, if any, as of the end of 2022:
a Enter amount for 2022 only....... 247,334
b Total for prior years:20 , 20, 20  
3 Excess distributions carryover, if any, to 2022:
a From 2018......  
b From 2019......  
c From 2020......  
d From 2021......  
e From 2022......  
f Total of lines 3a through e ........  
4Qualifying distributions for 2023 from Part
XI, line 4: right arrow$ 250,260
a Applied to 2022, but not more than line 2a 247,334
b Applied to undistributed income of prior years
(Election required—see instructions).....
 
c Treated as distributions out of corpus (Election
required—see instructions)........
0
d Applied to 2023 distributable amount..... 2,926
e Remaining amount distributed out of corpus  
5 Excess distributions carryover applied to 2023.    
(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  
b Prior years’ undistributed income. Subtract
line 4b from line 2b ..........
 
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......
 
d Subtract line 6c from line 6b. Taxable amount
—see instructions ...........
 
e Undistributed income for 2022. Subtract line
4a from line 2a. Taxable amount—see
instructions .............
 
f Undistributed income for 2023. Subtract
lines 4d and 5 from line 1. This amount must
be distributed in 2024 ..........
279,384
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) .......
 
8 Excess distributions carryover from 2018 not
applied on line 5 or line 7 (see instructions) ...
 
9 Excess distributions carryover to 2024.
Subtract lines 7 and 8 from line 6a ......
 
10 Analysis of line 9:
a Excess from 2019....  
b Excess from 2020....  
c Excess from 2021....  
d Excess from 2022....  
e Excess from 2023....  
Form 990-PF (2023)
Form 990-PF (2023)
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 2023, enter the date of the ruling ...... right arrow
 
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 IX for each
year listed ..........
Tax year Prior 3 years (e) Total
(a) 2023 (b) 2022 (c) 2021 (d) 2020
         
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).)
GARY G PEDRI
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 right arrow
aThe name, address, and telephone number or e-mail address of the person to whom applications should be addressed:
THE LIBBY GARY PEDRI CHARITABLE TRU
1321 YALECREST DR
ROCK SPRINGS,WY82901
(307) 382-3544
pedri_331@hotmail.com
bThe form in which applications should be submitted and information and materials they should include:
APPLICATIONS CAN BE SUBMITTED THROUGH ANY METHOD, INCLUDING, BUT NOT LIMITED TO EMAIL, PHONE, AND IN PERSON. THE APPLICATION MUST INCLUDE NAME, ADDRESS, AND PURPOSE OF GRANT.
cAny submission deadlines:
END OF CALENDER YEAR
dAny restrictions or limitations on awards, such as by geographical areas, charitable fields, kinds of institutions, or other
factors:
AWARDS SHALL BE FOR CHARITABLE, RELIGIOUS, EDUCATIONAL, AND SCIENTIFIC PURPOSES.
Form 990-PF (2023)
Form 990-PF (2023)
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
ETWN CATHOLIC CHANNEL


5817 OLD LEEDS RD
IRONDALE,AL35210
NONE EOF RELIGIOUS 500
CATHOLIC RELIEF SERVICES


228 W LEXINGTON ST
BALTIMORE,MD21201
NONE EOF RELIGIOUS 200
INSIDE CONNECTIONS


2712 COMMERICAL WAY
ROCK SPRINGS,WY82901
NONE EOF MEDICAL 12,000
MERCY HOME FOR BOYS AND GIRLS


1140 W JACKSON BLVD
CHICAGO,IL60607
NONE EOF RELIGIOUS 751
CATHOLIC FOOD FOR THE POOR


6401 LYONS ROAD
COCONUT CREEK,FL33073
NONE EOF RELIGIOUS 600
HOLY SPIRIT CATHOLIC CHURCH


116 BROADWAY ST
ROCK SPRINGS,WY82901
NONE EOF RELIGIOUS 33,000
ADDISON DOERR


301 VIA SPOLETTO
ROCK SPRINGS,WY82901
NONE I EDUCATION 2,000
CHLOE BUTCHER


1345 ALPINE ST
ROCK SPRINGS,WY82901
NONE I EDUCATION 5,000
HOSPICE OF SWEETWATER COUNTY


333 BROADWAY ST 220
ROCK SPRINGS,WY82901
NONE EOF MEDICAL 2,338
NANCY NORMINGTON


28 LONG DRIVE
ROCK SPRINGS,WY82901
NONE I MEDICAL 2,500
BLAIR LEWIS


1111 10TH STREET
ROCK SPRINGS,WY82901
NONE I EDUCATION 1,000
ALYSSA SMITH


317 AGATE
ROCK SPRINGS,WY82901
NONE I EDUCATION 2,500
ELDRICK HURD


936 STILLWATER
ROCK SPRINGS,WY82901
NONE I EDUCATION 9,000
ROZELYN HURD


936 STILLWATER
ROCK SPRINGS,WY82901
NONE I EDUCATION 9,000
JUSTIN MILLEMIN


920 WHITEWATER DR
ROCK SPRINGS,WY82901
NONE I EDUCATION 1,000
ETHAN MILEMIN


920 WHITEWATER DR
ROCK SPRINGS,WY82901
NONE I EDUCATION 2,500
DANNI HURD


936 STILLWATER
ROCK SPRINGS,WY82901
NONE I MEDICAL 2,349
JESRYLL INTES


837 CENTER ST
EVANSTON,WY82930
NONE I MEDICAL 1,000
HOLY SPIRIT CATHOLIC SCHOOL


210 A ST
ROCK SPRINGS,WY82901
NONE EOF EDUCATION 17,510
SISTER MARY LOUISE


2025 FULTON STREET EAST
GRAND RAPIDS,MI49503
NONE EOF MEDICAL 760
DANIEL RONI PEDRI


3001 MUSTANG ROAD
ROCK SPRINGS,WY82901
NONE I MEDICAL 2,500
CLAIRE WILK


516 RAMPART DR
ROCK SPRINGS,WY82901
NONE I EDUCATION 1,000
BROOKE MILLEMON


920 WHITEWATER
ROCK SPRINGS,WY82901
NONE I MEDICAL 1,000
MINDI JONES


1708 OVERLAND
ROCK SPRINGS,WY82901
NONE I MEDICAL 8,000
CAITLIN STOUT


125 MORNING GLORY WAY
ROCK SPRINGS,WY82901
NONE I EDUCATION 2,000
CARA PEDRI


517 FREMONT
ROCK SPRINGS,WY82901
NONE I MEDICAL 2,500
SHELLY BUTCHER


1345 ALPINE ST
ROCK SPRINGS,WY82901
NONE I MEDICAL 4,000
ROCK SPRINGS HIGH SCHOOL


1375 JAMES DR
ROCK SPRINGS,WY82901
NONE EOF EDUCATION 2,600
JACK STOUT


125 MORNING GLORY WAY
ROCK SPRINGS,WY82901
NONE I EDUCATION 1,500
ST JOSEPH'S CHILDREN'S HOME


1419 MAIN ST
TORRINGTON,WY82240
NONE EOF RELIGIOUS 200
KD FOUNDATION


904 STILLWATER DRIVE
ROCK SPRINGS,WY82901
NONE EOF MEDICAL 1,000
KNIGHTS OF COLUMBUS


1 COLUMBUS PLAZA
NEW HAVEN,CT06510
NONE EOF RELIGIOUS 1,000
DIOCESE OF CHEYENNE


2121 CAPITOL AVE
CHEYENNE,WY82001
NONE EOF RELIGIOUS 1,000
ABIGAIL SADLIER


539 FAIRVIEW LANE LOT12
ROCK SPRINGS,WY82901
NONE I MEDICAL 6,040
CHRIS STOUT


125 MORNING GLORY WAY
ROCK SPRINGS,WY82901
NONE I EDUCATION 1,000
MELINDA WRIGHT


812 CHESTNUT ST
ROCK SPRINGS,WY82901
NONE I MEDICAL 1,000
SW 1 SCHOOL FOUNDATION


PO BOX 1089
ROCK SPRINGS,WY82902
NONE EOF EDUCATION 500
CHANTEL STEAD


PO BOX 107
SMOOT,WY83126
NONE I MEDICAL 5,000
ISRAEL ROBINSON


4321 KINGSWELL AVE
LOS ANGELES,CA90027
NONE I MEDICAL 2,500
OWEN MILLEMON


920 WHITEWATER
ROCK SPRINGS,WY82901
NONE I EDUCATION 1,000
MAUREEN HITT


3221 DOVER AVE
ROCK SPRINGS,WY82901
NONE I MEDICAL 1,000
BYRON ROICE


443 VALLEY VIEW LN 54
ROCK SPRINGS,WY82901
NONE I MEDICAL 1,000
EVANGELICAL FREE CHURCH


125 FIRESTONE ROAD
ROCK SPRINGS,WY82901
NONE EOF RELIGOUS 5,000
ROCK SPRINGS AVENGERS


CROSSROADS WEST PARK
ROCK SPRINGS,WY82901
NONE EOF EDUCATION 500
DESERT VIEW ELEMENTARY


1900 DESERT BLVD
ROCK SPRINGS,WY82901
NONE EOF EDUCATION 1,000
MEMORIAL HOSPITAL FOUNDATION


1200 COLLEGE DR
ROCK SPRINGS,WY82901
NONE EOF MEDICAL 1,750
WALNUT ELEMENTARY


1115 WALNUT ST
ROCK SPRINGS,WY82901
NONE EOF EDUCATION 1,000
SHOP WITH A COP


221 C STREET
ROCK SPRINGS,WY82901
NONE EOF EDUCATION 500
KARSON GREENE


4000 CLYDESDALE DR
ROCK SPIRNGS,WY82901
NONE I EDUCATION 1,500
ETHAN SAUNDERS


315 GANNETT DR
ROCK SPRINGS,WY82901
NONE I EDUCATION 1,500
ELLA SELLERS


517 FREMONT AVE
ROCK SPRINGS,WY82901
NONE I EDUCATION 1,500
TIMOTHY RADOSEVICH


1025 WEST 4TH NORTH
GREEN RIVER,WY82935
NONE I EDUCATION 1,500
SAYLOR PECOLAR


3410 FITZPATRICK DR
ROCK SPRINGS,WY82901
NONE I EDUCATION 5,000
MATHEW PRETELLI


VIA DEL PALAZZO BRUCIATO
FLORENCE,TUSCANY50134
IT
NONE I EDUCATION 1,000
SUMMER VAN KAM


1408 MC 2 ROAD
DODDRIDGE,AR71834
NONE I MEDICAL 2,500
LUCIANO BETTINI


VIA GIOVANNI SEGANTINI
ARCO,TRENTINO-ALTO ADI38062
IT
NONE I EDUCATION 1,500
CODY MILLEMON


920 WHITEWATER
ROCK SPRINGS,WY82901
NONE I MEDICAL 2,500
BEN WEBER


1420 E TORREY PINES CIR
YUMA,AZ85365
NONE I MEDICAL 3,500
MAKAYLEE HITT


3221 DOVER AVE
ROCK SPRINGS,WY82901
NONE I EDUCATION 2,500
MIKE WILK


218 VIRGINA
ROCK SPRINGS,WY82901
NONE I MEDICAL 1,000
JOE MORGAN HAMPTON


118 3RD ST
ROCK SPRINGS,WY82901
NONE I MEDICAL 1,000
JEANNE LIMING


9380 SW SKOKOMISH LN
TUALATIN,OR97062
NONE I MEDICAL 2,500
AMY FAIGL


2516 CRIPPLE CREEK
ROCK SPRINGS,WY82901
NONE I EDUCATION 2,500
KAELEN FORREST


1024 PONDEROSA WAY
ROCK SPRINGS,WY82901
NONE I EDUCATION 2,500
COURTNEY ELLIFRITZ


2243 WEATHERBY AVE
ROCK SPRINGS,WY82901
NONE I MEDICAL 1,000
LEE NOEL


1052 PEBBLE BEACH DR
NORTH SIOUX CITY,SD57049
NONE I EDUCATION 1,000
KADEN WRIGHT


812 CHESNUT DR
ROCK SPRINGS,WY82901
NONE I EDUCATION 1,000
VICTOR KEELE


1004 PONDEROSA WAY
ROCK SPRINGS,WY82901
NONE I EDUCATION 5,000
MADISON BORELA


916 MCCARTY
ROCK SPRINGS,WY82901
NONE I MEDICAL 2,500
ADDISON WILCOX


2003 DEL RIO DR
KEMMERER,WY83101
NONE I EDUCATION 2,500
MASON WEST


2809 FRISCO PEAKS
PRESCOTT,AZ86301
NONE I MEDICAL 2,500
CAMERON DONAVAN


1700 SWONSON 113
ROCK SPRINGS,WY82901
NONE I MEDICAL 2,500
MISSY ALLEN


1620 W 2ND ST 32
ROCK SPRINGS,WY82901
NONE I MEDICAL 2,500
ARIANA KUHN


1319 VIRGINIA ST
ROCK SPRINGS,WY82901
NONE I EDUCATION 2,500
JILL BARBUTO


909 RIDGE AVE
ROCK SPRINGS,WY82901
NONE I MEDICAL 2,500
MESA WEIDLE


1948 EDGAR
ROCK SPRINGS,WY82901
NONE I MEDICAL 4,000
LYNN KERSHISNIK


6401 LYONS RD
COCONUT CREEK,FL33073
NONE I MEDICAL 1,000
EMMANUEL BAPTIST CHURCH


3309 SWEETWATER DRIVE
ROCK SPRINGS,WY82901
NONE EOF RELIGOUS 500
CATHOLIC EXTENSION


150 S WACKER DRIVE SUITE 2000
CHICAGO,IL60606
NONE EOF RELIGOUS 5,000
4 HELPING HEARTS


1295 EAST BENTWOOD DRIVE
NORTH LOGAN,UT84341
NONE EOF MEDICAL 2,500
SPB FOUNDATION OLD CHICAGO


1675 SUNSET DRIVE
ROCK SPRINGS,WY82901
NONE EOF EDUCATION 650
DAYANARA RAMIREZ


308 GLEN AYRE ST
DACONO,CO80514
NONE I EDUCATION 1,000
RYKER ETHAN


9 HIGH LEGACY LN
ROCK SPRINGS,WY82901
NONE I EDUCATION 2,500
SWEETWATER 4H


2500 COLLEGE DR
ROCK SPRINGS,WY82901
NONE EOF EDUCATION 3,612
MUSCULAR DYSTROPHY ASSOCIATION


1016 W JACKSON BLVD 1073
CHICAGO,IL60607
NONE EOF MEDICAL 500
LOS ANGELES INT FILM FESTIVAL


1917 BAY STREET
LOS ANGELES,CA90002
NONE EOF EDUCATION 1,000
BILL KOTHE


474 GANETT DR
ROCK SPRINGS,WY82901
NONE I MEDICAL 1,000
GREEN RIVER TRAVELING VOLLYBALL


1615 HITCHING POST DR
GREEN RIVER,WY82935
NONE EOF EDUCATION 200
ABBY JONES


1708 OVERLAND
ROCK SPRINGS,WY82901
NONE I EDUCATION 1,500
ST JOSEPH'S SOCIETY


PO BOX 1468
CHEYENNE,WY82003
NONE EOF RELIGOUS 200
WYOMING PBS


2600 PECK AVENUE
RIVERTON,WY82501
NONE EOF EDUCATION 2,000
ANDREA SMITH


317 AGATE STREET
ROCK SPRINGS,WY82901
NONE I MEDICAL 1,000
Total .................................right arrow 3a 250,260
bApproved for future payment
Total ................................. right arrow 3b  
Form 990-PF (2023)
Form 990-PF (2023)
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 ...........
        44,137
4 Dividends and interest from securities ....         502,158
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 .....         14,931
8 Gain or (loss) from sales of assets other than
inventory ............
        -37,805
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) ..     523,421
13Total. Add line 12, columns (b), (d), and (e)..................
13
523,421
(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 (2023)
Form 990-PF (2023)
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.
right arrow right arrow
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 Check if self-
employed right arrow
PTIN
Firm's name SmallBullet
Firm's EIN SmallBullet
Firm's address SmallBullet


Phone no.
Form 990-PF (2023)
Additional Data


Software ID: 23017517
Software Version: 2023v5.1


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
2023
Name of the organization
THE LIBBY & GARY PEDRI CHARITABLE TRUST
 
Employer identification number

82-3212560
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) (2023)
Schedule B (Form 990) (2023) Page 2
Name of organization
THE LIBBY & GARY PEDRI CHARITABLE TRUST
 
Employer identification number
82-3212560
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
GARY G PEDRI
1321 YALECREST DRIVE
 
ROCK SPRINGS, WY82901

$ 644,217


(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) (2023)
Schedule B (Form 990) (2023)
Page 3
Name of organization
THE LIBBY & GARY PEDRI CHARITABLE TRUST
 
Employer identification number

82-3212560
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) (2023)
Schedule B (Form 990) (2023)
Page 4
Name of organization
THE LIBBY & GARY PEDRI CHARITABLE TRUST
 
Employer identification number

82-3212560
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) (2023)
Additional Data


Software ID: 23017517
Software Version: 2023v5.1

TY 2023 AccountingFeesSchedule
Name:
THE LIBBY & GARY PEDRI CHARITABLE TRUST
EIN:
82-3212560
Software ID:
23017517
Software Version:
2023v5.1
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
  4,380 4,380 4,380 0

TY 2023 OtherDecreasesSchedule
Name:
THE LIBBY & GARY PEDRI CHARITABLE TRUST
EIN:
82-3212560
Software ID:
23017517
Software Version:
2023v5.1
Description Amount
2022 FEDERAL INCOME TAX 4,936


TY 2023 OtherExpensesSchedule
Name:
THE LIBBY & GARY PEDRI CHARITABLE TRUST
EIN:
82-3212560
Software ID:
23017517
Software Version:
2023v5.1
Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
INVESTMENT FEES 13,495 13,495 13,495  
OFFICE EXPENSE 350 350 350  
OTHER PORTFOLIO - HEYDAY 899 899 899  
OTHER PORTFOLIO - NORTH TAMIAMI 2,583 2,583 2,583  
OTHER PORTFOLIO- DIRECT LEND II 5,718 5,718 5,718  
OTHER PORTFOLIO- DIRECT LEND III 25,272 25,272 25,272  
OTHER PORTFOLIO- DIRECT LENDING IV 33,078 33,078 33,078  


TY 2023 OtherIncomeSchedule2
Name:
THE LIBBY & GARY PEDRI CHARITABLE TRUST
EIN:
82-3212560
Software ID:
23017517
Software Version:
2023v5.1
Description Revenue And Expenses Per Books Net Investment Income Adjusted Net Income
Other Investment Income 14,931 14,931 14,931


TY 2023 TaxesSchedule
Name:
THE LIBBY & GARY PEDRI CHARITABLE TRUST
EIN:
82-3212560
Software ID:
23017517
Software Version:
2023v5.1
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
FOREIGN TAX PAID 25 25 25