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
NATRONA COLLECTIVE HEALTH TRUST
 
Number and street (or P.O. box number if mail is not delivered to street address)159 N WOLCOTT 350
  Room/suite
City or town, state or province, country, and ZIP or foreign postal code
CASPER, WY82601
A Employer identification number

83-0230808
B Telephone number (see instructions)

(307) 243-2158
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$273,030,990J 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) 6,916
2 Check right arrow.............
3 Interest on savings and temporary cash investments 1,646 1,646  
4 Dividends and interest from securities... 870,803 3,999,670  
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 2,451,296
b Gross sales price for all assets on line 6a 678,109,520
7 Capital gain net income (from Part IV, line 2)... 0
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)....... Click to see attachment
List of Attached Documents:
// Content
184,569 4,333,054  
12 Total. Add lines 1 through 11........ 3,515,230 8,334,370  
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 280,000 37,500   242,500
14 Other employee salaries and wages...... 799,656 81,000   718,656
15 Pension plans, employee benefits....... 329,253 24,195   305,058
16a Legal fees (attach schedule)......... Click to see attachment
List of Attached Documents:
// Content
8,510 0   8,510
b Accounting fees (attach schedule)....... Click to see attachment
List of Attached Documents:
// Content
77,802 38,901   42,974
c Other professional fees (attach schedule).... Click to see attachment
List of Attached Documents:
// Content
724,737 535,449   199,856
17 Interest...............        
18 Taxes (attach schedule) (see instructions)... Click to see attachment
List of Attached Documents:
// Content
47,943 68   0
19 Depreciation (attach schedule) and depletion... Click to see attachment
List of Attached Documents:
// Content
303,023 0  
20 Occupancy.............. 150,351 0   154,088
21 Travel, conferences, and meetings....... 34,744 0   34,744
22 Printing and publications..........        
23 Other expenses (attach schedule)....... Click to see attachment
List of Attached Documents:
// Content
1,068,733 1,060,735   1,090,315
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 3,824,752 1,777,848   2,796,701
25 Contributions, gifts, grants paid....... 12,355,393 11,258,370
26 Total expenses and disbursements. Add lines 24 and 25 16,180,145 1,777,848   14,055,071
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements -12,664,915
b Net investment income (if negative, enter -0-) 6,556,522
c Adjusted net income (if negative, enter -0-)...  
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............. 638,890 278,718 278,718
2 Savings and temporary cash investments......... 5,015 3,987,327 3,987,327
3 Accounts receivable right arrow3,140
Less: allowance for doubtful accounts right arrow     3,140 3,140
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)....... 220,344,092 Click to see attachment
List of Attached Documents:
// Content
5,564,650 		5,564,650
c Investments—corporate bonds (attach schedule)....... 25,937,077 Click to see attachment
List of Attached Documents:
// Content
15,355,280 		15,355,280
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).......... 531,014 Click to see attachment
List of Attached Documents:
// Content
244,262,285 		244,262,285
14 Land, buildings, and equipment: basis right arrow4,879,426
Less: accumulated depreciation (attach schedule) right arrow1,313,625 3,860,324 Click to see attachment
List of Attached Documents:
// Content
3,565,801 		3,565,801
15 Other assets (describe right arrow) Click to see attachment
List of Attached Documents:
// Content
13,789 		Click to see attachment
List of Attached Documents:
// Content
13,789 		Click to see attachment
List of Attached Documents:
// Content
13,789
16 Total assets (to be completed by all filers—see the
instructions. Also, see page 1, item I) 251,330,201 273,030,990 273,030,990
Liabilities 17 Accounts payable and accrued expenses.......... 23,682 30,080
18 Grants payable................. 1,010,000 2,100,000
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)......... 1,033,682 2,130,080
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........... 9,045,018 224,079,535
25 Net assets with donor restrictions............ 241,251,501 46,821,375
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........    
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)..... 250,296,519 270,900,910
30 Total liabilities and net assets/fund balances (see instructions). 251,330,201 273,030,990
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
250,296,519
2
Enter amount from Part I, line 27a .....................
2
-12,664,915
3
Other increases not included in line 2 (itemize) right arrowClick to see attachment
List of Attached Documents:
// Content
3
33,269,306
4
Add lines 1, 2, and 3 ..........................
4
270,900,910
5
Decreases not included in line 2 (itemize) right arrow
5
0
6
Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 29 .
6
270,900,910
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 PUBLICLY TRADED SECURITIES      
b ALTERNATIVE INVESTMENTS P    
c
d
e
(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 678,103,466   675,658,224 2,445,242
b 6,054   2,681,044 -2,674,990
c
d
e
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       2,445,242
b       -2,674,990
c
d
e
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 -229,748
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  
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 91,136
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 91,136
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 91,136
6 Credits/Payments:
a 2023 estimated tax payments and 2022 overpayment credited to 2023 6a 35,000
b Exempt foreign organizations—tax withheld at source...... 6b 0
c Tax paid with application for extension of time to file (Form 8868)... 6c 5,000
d Backup withholding erroneously withheld .......... 6d 0
7 Total credits and payments. Add lines 6a through 6d.............. 7 40,000
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
8 462
9 Tax due. If the total of lines 5 and 8 is more than line 7, enter amount owed.......right arrow 9 51,598
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 arrow   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$ 0(2) On foundation managers.right arrow$ 0
e
Enter the reimbursement (if any) paid by the foundation during the year for political expenditure tax imposed
on foundation managers.right arrow$ 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:
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
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)
right arrowWY
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 arrowWWW.COLLECTIVEHEALTHTRUST.ORG
14
The books are in care ofright arrowKYLIE GIBSON Telephone no.right arrow (307) 243-2158

Located atright arrowPO BOX 2810CASPERWY ZIP+4right arrow82602
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)
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
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
BETH WORTHEN CEO
40.00 		265,000 7,950 38,423
159 N WOLCOTT ST SUITE 350
CASPER,WY82601
KYLIE GIBSON VP OF FINANCE
40.00 		142,232 5,689 26,295
159 N WOLCOTT ST SUITE 350
CASPER,WY82601
PAULA MONGOLD VP OF OPERATIONS
40.00 		126,248 5,050 21,341
159 N WOLCOTT ST SUITE 350
CASPER,WY82601
JESSICA ODEN CHAIR
5.00 		15,000 0 0
159 N WOLCOTT ST SUITE 350
CASPER,WY82601
MARK DOWELL MD VICE CHAIR
2.00 		0 0 0
159 N WOLCOTT ST SUITE 350
CASPER,WY82601
JAIME CRUZ VICE CHAIR UNTIL JULY 2023
2.00 		0 0 0
159 N WOLCOTT ST SUITE 350
CASPER,WY82601
ERIC NELSON TREASURER
2.00 		0 0 0
159 N WOLCOTT ST SUITE 350
CASPER,WY82601
VERBA ECHOLS DIRECTOR
2.00 		0 0 0
159 N WOLCOTT ST SUITE 350
CASPER,WY82601
JENNIFER GLADSON DIRECTOR
2.00 		0 0 0
159 N WOLCOTT ST SUITE 350
CASPER,WY82601
JOHN MASTERSON DIRECTOR
2.00 		0 0 0
159 N WOLCOTT ST SUITE 350
CASPER,WY82601
AMANDA DEDIEGO DIRECTOR
2.00 		0 0 0
159 N WOLCOTT ST SUITE 350
CASPER,WY82601
ABIGAIL BREAUX DIRECTOR
2.00 		0 0 0
159 N WOLCOTT ST SUITE 350
CASPER,WY82601
CONRRADO SALDIVAR DIRECTOR
2.00 		0 0 0
159 N WOLCOTT ST SUITE 350
CASPER,WY82601
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
SAMANTHA SMITH SR DIRECTOR OF PROGR
40.00 		125,546 5,022 9,143
159 N WOLCOTT ST SUITE 350
CASPER,WY82601
RAY PACHECO SR DIRECTOR OF PROGR
40.00 		101,894 3,710 10,451
159 N WOLCOTT ST SUITE 350
CASPER,WY82601
MATTHEW YATES GRANT MANAGER
40.00 		93,243 3,730 13,078
159 N WOLCOTT ST SUITE 350
CASPER,WY82601
DANIEL MWANGI OFFICE/FINANCE COORD
40.00 		56,808 2,272 29,495
159 N WOLCOTT ST SUITE 350
CASPER,WY82601
MICHAEL ROMERO MASTERSON PLACE MANA
40.00 		68,170 408 19,870
159 N WOLCOTT ST SUITE 350
CASPER,WY82601
Total number of other employees paid over $50,000...................right arrow 0
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
COMMONFUND INVESTMENT ADVISORY 523,366
15 OLD DANBURY RD SUITE 200
WILTON,CT06897
THE DOTTED I GRANT WRITING CONSULTANT 111,803
12013 SE 117TH AVE
HAPPY VALLEY,OR97086
SMARTSIMPLE SOFTWARE LTD GRANT MANAGEMENT SYSTEM 87,480
4576 YONGE ST SUITE 606
TORONTO,ONTARIOM2N6N4
CA
MOSS ADAMS LLP ASSURANCE & TAX 69,657
PO BOX 101822
PASADENA,CA91189
Total number of others receiving over $50,000 for professional services.............right arrow0
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 arrow0
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
30,055,972
b
Average of monthly cash balances.......................
1b
4,199,508
c
Fair market value of all other assets (see instructions)................
1c
244,262,285
d
Total (add lines 1a, b, and c).........................
1d
278,517,765
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
278,517,765
4
Cash deemed held for charitable activities. Enter 1.5% (0.015) of line 3 (for greater amount, see
instructions) .............................
4
4,177,766
5
Net value of noncharitable-use assets. Subtract line 4 from line 3. ............
5
274,339,999
6
Minimum investment return. Enter 5% (0.05) of line 5................
6
13,717,000
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
13,717,000
2a
Tax on investment income for 2022 from Part V, line 5.......
2a
91,136
b
Income tax for 2022. (This does not include the tax from Part V.) ...
2b
 
c
Add lines 2a and 2b............................
2c
91,136
3
Distributable amount before adjustments. Subtract line 2c from line 1............
3
13,625,864
4
Recoveries of amounts treated as qualifying distributions................
4
0
5
Add lines 3 and 4............................
5
13,625,864
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
13,625,864
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
14,055,071
b
Program-related investments—total from Part VIII-B..................
1b
0
2
Amounts paid to acquire assets used (or held for use) directly in carrying out charitable, etc.,
purposes...............................
2
17,000
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
14,072,071
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 13,625,864
2 Undistributed income, if any, as of the end of 2022:
a Enter amount for 2022 only....... 725,916
b Total for prior years:20 , 20, 20 0
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 ........ 0
4Qualifying distributions for 2023 from Part
XI, line 4: right arrow$ 14,072,071
a Applied to 2022, but not more than line 2a 725,916
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 2023 distributable amount..... 13,346,155
e Remaining amount distributed out of corpus 0
5 Excess distributions carryover applied to 2023. 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 0
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 2022. Subtract line
4a from line 2a. Taxable amount—see
instructions ............. 		0
f Undistributed income for 2023. Subtract
lines 4d and 5 from line 1. This amount must
be distributed in 2024 .......... 		279,709
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 2018 not
applied on line 5 or line 7 (see instructions) ... 		0
9 Excess distributions carryover to 2024.
Subtract lines 7 and 8 from line 6a ...... 		0
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).)
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 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 (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

12-24 CLUB INC

500 S WOLCOTT ST SUITE 200
CASPER,WY82601 		  PC GENERAL OPERATING 80,000

BANNER WYOMING MEDICAL CENTER

1233 E 2ND ST
CASPER,WY82601 		  PC ANNUAL DISTRIBUTION 8,066,244

BRAIN INJURY ADVOCATES

350 BIG HORN RD
CASPER,WY82601 		  PC GENERAL OPERATING 20,000

CASA OF NATRONA COUNTY

140 N CENTER ST
CASPER,WY82601 		  PC GENERAL OPERATING 23,265

CASPER ARTISTS GUILD INC

321 W MIDWEST AVE
CASPER,WY82601 		  PC GENERAL OPERATING 20,000

CASPER BOXING CLUB

910 BARBARA ST
CASPER,WY82601 		  PC GENERAL OPERATING 20,000

CASPER CHRIST UNITED METHODIST CHURCH

1868 S POPLAR ST
CASPER,WY82601 		  PC GENERAL OPERATING 50,000

CASPER FAMILY CONNECTIONS

500 S WOLCOTT ST SUITE 102
CASPER,WY82601 		  PC GENERAL OPERATING 70,000

CASPER HOUSING AUTHORITY CARES

129 N ELK ST
CASPER,WY82601 		  PC GENERAL OPERATING 60,000

CASPER PRIDE

PO BOX 335
CASPER,WY82602 		  PC GENERAL OPERATING 80,000

CASPER SOCCER CLUB INC

1700 EAST K ST
CASPER,WY82601 		  PC GENERAL OPERATING 3,180

CENTRAL WYOMING COUNSELING CENTER

1430 WILKINS CIR
CASPER,WY82601 		  PC GENERAL OPERATING 80,000

CENTRAL WYOMING HOSPICE AND TRANSITIONS PROGRAM

319 SOUTH WILSON ST
CASPER,WY82601 		  PC GENERAL OPERATING 15,000

CENTRAL WYOMING SENIOR SERVICES

1831 E 4TH ST
CASPER,WY82604 		  PC GENERAL OPERATING 8,549

CHILD DEVELOPMENT CENTER OF NATRONA COUNTY

2020 E 12TH ST
CASPER,WY82601 		  PC GENERAL OPERATING 80,000

CHILD DEVELOPMENT SERVICES

2206 DELL RANGE SUITE B
CASPER,WY82009 		  PC GENERAL OPERATING 80,000

CHILDREN'S ADVOCACY PROJECT INC

350 N ASH ST
CASPER,WY82601 		  PC GENERAL OPERATING 80,000

CITIZENS FOR A CIVIC AUDITORIUM DBA THE LYRIC

230 W YELLOWSTONE HWY
CASPER,WY82601 		  PC GENERAL OPERATING 5,313

CLIMB WYOMING

1001 W 31ST ST
CHEYENNE,WY82001 		  PC GENERAL OPERATING 80,000

COMMUNITY ACTION PARTNERSHIP OF NATRONA COUNTY

606 S DAVID ST
CASPER,WY82601 		  PC GENERAL OPERATING 60,000

COMMUNITY HEALTH CENTER OF CENTRAL WYOMING INC

5000 BLACKMORE RD
CASPER,WY82609 		  PC GENERAL OPERATING 80,000

COMMUNITY SERVICES NETWORK OF WYOMING

1981 DOUBLE EAGLE DR SUITE B
SHERIDAN,WY82801 		  PC EVENT SPONSORSHIP 2,500

EQUAL JUSTICE WYOMING FOUNDATION

2300 CAPITAL AVE 1ST FLOOR
CHEYENNE,WY82002 		  PC GENERAL OPERATING 30,000

EQUALITY STATE POLICY CENTER HEALTHY WYOMING

419 S 5TH ST SUITE 1
LARAMIE,WY82070 		  PC GENERAL OPERATING 40,000

HEALTHY BIRTH AND INFANT BRAINS FOUNDATION

4510 E 22ND ST
CASPER,WY82609 		  PC GENERAL OPERATING 10,000

HOPE HOUSE

333 N LINCOLN ST
CASPER,WY82601 		  PC GENERAL OPERATING 40,000

IMPACT WYOMING

718 DIVINE AVE
CASPER,WY82601 		  PC GENERAL OPERATING 6,000

INTERFAITH OF NATRONA COUNTY INC

919 N DURBIN
CASPER,WY82601 		  PC GENERAL OPERATING 70,000

I-REACH 2 INC

351 N LENNOX ST
CASPER,WY82601 		  PC GENERAL OPERATING 15,000

IRIS HOUSE INC

239 EAST H ST
CASPER,WY82601 		  PC GENERAL OPERATING 87,000

JASON'S FRIENDS FOUNDATION

340 WEST B ST SUITE 101
CASPER,WY82601 		  PC GENERAL OPERATING 7,750

JOSHUA'S STOREHOUSE

334 S WOLCOTT ST
CASPER,WY82601 		  PC GENERAL OPERATING 2,484

LEARNING JUNCTION CHILDREN'S CENTER INC

1709 S BOXELDER ST
CASPER,WY82604 		  PC GENERAL OPERATING 40,000

MERCER FAMILY RESOURCE CENTER

535 W YELLOWSTONE HWY
CASPER,WY82601 		  PC GENERAL OPERATING 120,000

MONTESSORI SCHOOL OF CASPER

417 S ELM ST
CASPER,WY82601 		  PC GENERAL OPERATING 5,000

MOTHER SETON HOUSING INC

333 EAST H ST
CASPER,WY82601 		  PC GENERAL OPERATING 40,000

NATIONAL HISTORIC TRAILS CENTER FOUNDATION INC

1501 N POPLAR ST
CASPER,WY82601 		  PC GENERAL OPERATING 10,000

NATRONA COUNTY MEALS ON WHEELS

1760 E 12TH ST
CASPER,WY82601 		  PC GENERAL OPERATING 15,000

NOWCAP

347 N WALSH DR
CASPER,WY82609 		  PC PARENTS AS TEACHERS 80,000

OLIVIA CALDWELL FOUNDATION INC

419 S WASHINGTON ST SUITE 102
CASPER,WY82601 		  PC GENERAL OPERATING 30,000

SPECIAL OLYMPICS

239 W 1ST ST
CASPER,WY82601 		  PC GENERAL OPERATING 14,100

THREE TRAILS ASSESSMENT AND RESOURCE SERVICE SOCIETY INC

812 S DAVID ST
CASPER,WY82601 		  PC GENERAL OPERATING 20,000

VIBES FINE & PERFORMING ARTS

2008 CY AVE
CASPER,WY82601 		  PC GENERAL OPERATING 60,000

WOMENS SELF-HELP CENTER INC

PO BOX 126
CASPER,WY82636 		  PC GENERAL OPERATING 87,000

WY FOOD FOR THOUGHT

420 W FIRST ST
CASPER,WY82601 		  PC GENERAL OPERATING 80,000

WYOMING ASSOCIATION OF MENTAL HEALTH AND SUBSTANCE ABUSE CENTERS (WAMHSAC)

PO BOX 1804
LARAMIE,WY82073 		  PC GENERAL OPERATING 60,000

WYOMING COALITION AGAINST DOMESTIC VIOLENCE AND SEXUAL ASSAULT

710 E GARFIELD ST SUITE 218
LARAMIE,WY82070 		  PC GENERAL OPERATING 30,000

WYOMING COMMUNITY FOUNDATION

1472 N 5TH ST SUITE 201
LARAMIE,WY82072 		  PC GENERAL OPERATING 60,000

WYOMING COUNSELING ASSOCIATION

PO BOX 252
CASPER,WY82602 		  PC GENERAL OPERATING 10,000

WYOMING EQUALITY

110 E LINCOLN ST
CHEYENNE,WY82001 		  PC GENERAL OPERATING 20,000

WYOMING FAMILIES FOR HANDS & VOICES

PO BOX 1033
MOUNTAIN VIEW,WY82939 		  PC GENERAL OPERATING 10,000

WYOMING HOUSING NETWORK

2345 E 2ND ST
CASPER,WY82609 		  PC GENERAL OPERATING 15,000

WYOMING HOUSING NETWORK

2345 E 2ND ST
CASPER,WY82609 		  PC GENERAL OPERATING 60,000

WYOMING NONPROFIT NETWORK

822 W 23RD ST SUITE A
CHEYENNE,WY82001 		  PC EVENT SPONSORSHIP 6,385

YOUTH CRISIS CENTER INC

1656 E 12TH ST
CASPER,WY82601 		  PC GENERAL OPERATING 80,000

BOYS & GIRLS CLUBS OF CENTRAL WYOMING

1701 EAST K ST
CASPER,WY82601 		  PC GENERAL OPERATING 40,000

CASPER CHILDREN'S CHORALE

2521 SAGEWOOD AVE
CASPER,WY82601 		  PC GENERAL OPERATING 30,000

CASPER CHILDREN'S THEATRE

949 N DURBIN ST
CASPER,WY82601 		  PC GENERAL OPERATING 60,000

CASPER COLLEGE EARLY CHILDHOOD LEARNING CENTER

125 COLLEGE DR
CASPER,WY82601 		  PC GENERAL OPERATING 40,000

CASPER SALVATION ARMY

1370 PENNSYLVANIA ST SUITE 100
DENVER,CO80203 		  PC GENERAL OPERATING 80,000

CENTRAL WYOMING HOSPICE AND TRANSITIONS PROGRAM

319 S WILSON ST
CASPER,WY82601 		  PC GENERAL OPERATING 80,000

GIRL SCOUTS OF MONTANA AND WYOMING

2303 GRAND AVE
BILLINGS,MT59102 		  PC GENERAL OPERATING 60,000

GREATER WYOMING BBBS

1010 S 6TH ST
LARAMIE,WY82070 		  PC GENERAL OPERATING 40,000

HABITAT FOR HUMANITY

232 E 2ND ST SUITE 204
CASPER,WY82601 		  PC GENERAL OPERATING 100,000

THE SCIENCE ZONE INC

222 E COLLINS DR
CASPER,WY82601 		  PC GENERAL OPERATING 100,000

UNACCOMPANIED STUDENTS INITIATIVE

1514 E 12TH ST UNIT 106
CASPER,WY82601 		  PC GENERAL OPERATING 100,000

WYOMING CHILD & FAMILY DEVELOPMENT INC

301 W B ST
CASPER,WY82601 		  PC GENERAL OPERATING 100,000

YMCA OF NATRONA COUNTY

1611 CASPER MOUNTAIN RD
CASPER,WY82601 		  PC GENERAL OPERATING 100,000

NICOLAYSEN ART MUSEUM

400 E COLLINS DR
CASPER,WY82601 		  PC GENERAL OPERATING 1,000

SPECIAL OLYMPICS WYOMING

239 W 1ST ST
CASPER,WY82601 		  PC GENERAL OPERATING 1,000

MASTERSON'S PLACE

310 S WASHTINGTON ST
CASPER,WY82601 		  PC GENERAL OPERATING 1,600
Total .................................right arrow 3a 11,258,370
bApproved for future payment

BRAIN INJURY ADVOCATES
350 BIG HORN RD
CASPER,WY82601 		  PC GENERAL OPERATING 20,000

CASA OF NATRONA COUNTY
140 N CENTER ST
CASPER,WY82601 		  PC GENERAL OPERATING 20,000

CASPER BOXING CLUB
910 BARBARA ST
CASPER,WY82601 		  PC GENERAL OPERATING 20,000

WYOMING EQUALITY
PO BOX 2531
CHEYENNE,WY82003 		  PC GENERAL OPERATING 20,000

EQUALITY STATE POLICY CENTER HEALTHY WYOMING
419 S 5TH ST SUITE 1
LARAMIE,WY82070 		  PC GENERAL OPERATING 40,000

HOPE HOUSE
333 N LINCOLN ST
CASPER,WY82601 		  PC GENERAL OPERATING 40,000

LEARNING JUNCTION CHILDREN'S CENTER INC
1709 S BOXELDER ST
CASPER,WY82604 		  PC GENERAL OPERATING 40,000

MOTHER SETON HOUSING INC
PO BOX 1557
CASPER,WY82602 		  PC GENERAL OPERATING 40,000

CASPER HOUSING AUTHORITY CARES
129 N ELK ST
CASPER,WY82601 		  PC GENERAL OPERATING 60,000

COMMUNITY ACTION PARTNERSHIP OF NATRONA COUNTY
606 S DAVID ST
CASPER,CO82601 		  PC GENERAL OPERATING 60,000

WYOMING COMMUNITY FOUNDATION
1472 NORTH 5TH ST SUITE 201
LARAMIE,WY82072 		  PC GENERAL OPERATING 60,000

WYOMING HOUSING NETWORK
2345 E 2ND ST
CASPER,WY82609 		  PC GENERAL OPERATING 60,000

CASPER PRIDE
PO BOX 335
CASPER,WY82602 		  PC GENERAL OPERATING 80,000

CHILD DEVELOPMENT SERVICES
2206 DELL RANGE SUITE B
CASPER,WY82009 		  PC GENERAL OPERATING 80,000

CHILDREN'S ADVOCACY PROJECT INC
350 NORTH ASH ST
CASPER,MT82601 		  PC GENERAL OPERATING 80,000

CLIMB WYOMING
1001 WEST 31ST ST
CHEYENNE,WY82001 		  PC GENERAL OPERATING 80,000

MERCER FAMILY RESOURCE CENTER
535 W YELLOWSTONE HWY
CASPER,WY82601 		  PC GENERAL OPERATING 80,000

WY FOOD FOR THOUGHT
420 W FIRST ST
CASPER,WY82601 		  PC GENERAL OPERATING 80,000

HEALTHY BIRTH AND INFANT BRAINS FOUNDATION
4510 E 22ND ST
CASPER,WY82609 		  PC GENERAL OPERATING 10,000

NATIONAL HISTORIC TRAILS CENTER FOUNDATION INC
1501 N POPLAR ST
CASPER,WY82601 		  PC GENERAL OPERATING 10,000

WYOMING FAMILIES FOR HANDS & VOICES
PO BOX 1033
MOUNTAIN VIEW,WY82939 		  PC GENERAL OPERATING 10,000

CASPER ARTISTS GUILD INC
321 W MIDWEST AVE
CASPER,WY82601 		  PC GENERAL OPERATING 20,000

THREE TRAILS ASSESSMENT AND RESOURCE SERVICE SOCIETY INC
812 S DAVID ST
CASPER,WY82601 		  PC GENERAL OPERATING 20,000

EQUAL JUSTICE WYOMING FOUNDATION
2300 CAPITAL AVE 1ST FLOOR
CHEYENNE,WY82002 		  PC GENERAL OPERATING 30,000

OLIVIA CALDWELL FOUNDATION INC
419 S WASHINGTON ST SUITE 102
CASPER,WY82601 		  PC GENERAL OPERATING 30,000

WYOMING COALITION AGAINST DOMESTIC VIOLENCE AND SEXUAL ASSAULT
710 E GARFIELD ST SUITE 218
LARAMIE,WY82070 		  PC GENERAL OPERATING 30,000

MERCER FAMILY RESOURCE CENTER (NCSPTF)
535 W YELLOWSTONE HWY
CASPER,WY82601 		  PC GENERAL OPERATING 40,000

CASPER CHRIST UNITED METHODIST CHURCH
1868 S POPLAR ST
CASPER,WY82601 		  PC GENERAL OPERATING 50,000

INTERFAITH OF NATRONA COUNTY INC
919 N DURBIN
CASPER,WY82601 		  PC GENERAL OPERATING 60,000

VIBES FINE & PERFORMING ARTS
2008 CY AVE
CASPER,WY82601 		  PC GENERAL OPERATING 60,000

WYOMING ASSOCIATION OF MENTAL HEALTH AND SUBSTANCE ABUSE CENTERS (WAMHSAC)
PO BOX 1804
LARAMIE,WY82073 		  PC GENERAL OPERATING 60,000

CASPER FAMILY CONNECTIONS
500 S WOLCOTT SUITE 102
CASPER,WY82601 		  PC GENERAL OPERATING 70,000

12-24 CLUB INC
500 S WOLCOTT SUITE 200
CASPER,WY82601 		  PC GENERAL OPERATING 80,000

CENTRAL WYOMING COUNSELING CENTER
1430 WILKINS CIR
CASPER,WY82601 		  PC GENERAL OPERATING 80,000

CHILD DEVELOPMENT CENTER OF NATRONA COUNTY
2020 E 12TH ST
CASPER,WY82601 		  PC GENERAL OPERATING 80,000

COMMUNITY HEALTH CENTER OF CENTRAL WYOMING INC
5000 BLACKMORE RD
CASPER,WY82609 		  PC GENERAL OPERATING 80,000

IRIS HOUSE INC
239 EAST H ST
CASPER,WY82601 		  PC GENERAL OPERATING 80,000

NOWCAP (PARENTS AS TEACHERS)
347 N WALSH DR
CASPER,WY82609 		  PC GENERAL OPERATING 80,000

WOMENS SELF-HELP CENTER INC
PO BOX 126
CASPER,WY82636 		  PC GENERAL OPERATING 80,000

YOUTH CRISIS CENTER INC
1656 E 12TH ST
CASPER,WY82601 		  PC GENERAL OPERATING 80,000
Total ................................. right arrow 3b 2,100,000
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 ........... 		    14 1,646  
4 Dividends and interest from securities .... 901101 4,358 14 866,445  
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 ..... 901101 4,150 14    
8 Gain or (loss) from sales of assets other than
inventory ............ 		    14 2,447,146  
9 Net income or (loss) from special events:          
10 Gross profit or (loss) from sales of inventory          
11 Other revenue:
aMASTERSON PLACE RENT 		        184,569
bINCOME FROM PARTNERSHIPS 901101 -148,945 14 148,945  
c
d
e
12 Subtotal. Add columns (b), (d), and (e) .. -140,437 3,464,182 184,569
13Total. Add line 12, columns (b), (d), and (e)..................
13
3,508,314
(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.)
11 BELOW-MARKET-RATE RENTALS FOR PATIENTS AND FAMILIES RECEIVING MEDICAL AND HEALTH SERVICES IN NATRONA COUNTY.
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
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Form 990-PF (2023)
Additional Data


Software ID:  
Software Version:  


Form 990PF - Special Condition Description:
Special Condition Description

TY 2023 AccountingFeesSchedule
Name:
NATRONA COLLECTIVE HEALTH TRUST
EIN:
83-0230808
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
ACCOUNTING FEES 77,802 38,901   42,974

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TY 2023 DepreciationSchedule
Name:
NATRONA COLLECTIVE HEALTH TRUST
EIN:
83-0230808
Description of Property Date Acquired Cost or Other Basis Prior Years' Depreciation Computation Method Rate /
Life (# of years)		 Current Year's Depreciation Expense Net Investment Income Adjusted Net Income Cost of Goods Sold Not Included
S WASHINGTON NEW MASTERSON PLACE 2015-07-31 369,000   L   0 0    
ROUGH CARPENTRY, FINISH CARPENTRY 2019-07-31 844,575 253,372 SL 15.000000000000 56,305 0    
DOORS, FRAMES, HARDWARE & STOREFRONS 2019-07-31 204,512 61,353 SL 15.000000000000 13,634 0    
ELECTRICAL 2019-07-31 496,821 111,785 SL 20.000000000000 24,841 0    
ELEVATOR 2019-07-31 135,339 30,451 SL 20.000000000000 6,767 0    
FIRE SUPPRESSION 2019-07-31 39,475 7,105 SL 25.000000000000 1,579 0    
FLOORING 2019-07-31 172,126 154,913 SL 5.000000000000 17,213 0    
HVAC 2019-07-31 215,468 64,641 SL 15.000000000000 14,365 0    
DRYWALL, PAINTING, SPECIALITIES, FURNISHINGS 2019-07-31 470,339 105,826 SL 20.000000000000 23,517 0    
BUILDING MASONRY, METALS, SIDING, THERMAL PROT & CONCRETE 2019-07-31 628,509 70,708 SL 40.000000000000 15,713 0    
SITE PAVING 2019-07-31 147,177 82,787 SL 8.000000000000 18,397 0    
PLUMBING 2019-07-31 211,601 47,610 SL 20.000000000000 10,580 0    
ROOFING 2019-07-31 143,956 64,781 SL 10.000000000000 14,396 0    
SIGNAGE ALLOWANCE 2019-07-31 1,241 558 SL 10.000000000000 124 0    
EARTHWORK/UTILITIES 2019-07-31 383,595 69,056 SL 25.000000000000 15,344 0    
LANDSCAPING AND FENCING 2019-07-31 42,985 19,344 SL 10.000000000000 4,299 0    
LANDSCAPE ROCK 2014-01-31 1,264 1,152 SL 11.000000000000 112 0    
DEFIBRILLATOR 2014-01-31 967 967 SL 3.000000000000 0 0    
COMPUTERS FOR MP FRONT DESK 2014-01-31 719 719 SL 3.000000000000 0 0    
COMPUTER STATION - FINANCIAL 2014-04-11 724 724 SL 3.000000000000 0 0    
SIGNAGE ALLOWANCE 2019-07-31 8,360 7,524 SL 5.000000000000 836 0    
ELECTRIC DOOR LOCKS 2019-07-31 12,590 5,665 SL 10.000000000000 1,259 0    
ETHERNET SWITCH 2019-07-31 5,656 5,090 SL 5.000000000000 566 0    
APPLIANCES 2019-07-31 10,510 4,729 SL 10.000000000000 1,051 0    
MONITORING EQUIPMENT 2019-07-31 14,070 12,663 SL 5.000000000000 1,407 0    
CURTAINS 2019-07-31 9,317 8,384 SL 5.000000000000 933 0    
TELEVISIONS 2019-07-31 7,562 6,805 SL 5.000000000000 757 0    
ICE MACHINE 2019-07-31 4,790 2,156 SL 10.000000000000 479 0    
ART 2019-07-31 10,364 4,663 SL 10.000000000000 1,036 0    
BEDS 2019-07-31 38,711 17,420 SL 10.000000000000 3,871 0    
CHAIRS 2019-07-31 11,770 3,532 SL 15.000000000000 785 0    
MEDIA CONSOLE 2019-07-31 15,718 4,716 SL 15.000000000000 1,048 0    
NIGHT STANDS 2019-07-31 9,983 2,996 SL 15.000000000000 666 0    
RECLINERS 2019-07-31 27,003 12,151 SL 10.000000000000 2,700 0    
SOFA 2019-07-31 19,417 7,281 SL 12.000000000000 1,618 0    
TABLES 2019-07-31 17,602 5,280 SL 15.000000000000 1,173 0    
MIRRORS 2019-07-31 5,710 2,570 SL 10.000000000000 571 0    
TOYOTA RAV 4 2014-01-31 5,434 5,434 SL 2.000000000000 0 0    
COMPUTERS, MONITORS, TV & MOUNTS FOR OFFICES X3 & BOARD ROOM 2021-05-01 6,076 2,835 SL 5.000000000000 1,215 0    
NETWORK & FIREWALL 2021-05-01 4,761 2,222 SL 5.000000000000 952 0    
OFFICE FURNITURE 2021-05-01 64,109 21,370 SL 7.000000000000 9,158 0    
IT SWITCH FOR MASTERSON PLACE 2022-03-31 6,081 912 SL 5.000000000000 1,216 0    
FOUNDATION EXPANSION FOR IT 2022-04-30 9,958 1,328 SL 5.000000000000 1,992 0    
OFFICE FURNITURE - EXPANSION 2022-04-30 1,789 170 SL 7.000000000000 256 0    
OFFICE FURNITURE - EXPANSION 2022-07-31 24,695 1,470 SL 7.000000000000 3,528 0    
OFFICE REMODEL 2023-02-28 17,000   SL 3.000000000000 4,722 0    

TY 2023 InvestmentsCorpBondsSchedule
Name:
NATRONA COLLECTIVE HEALTH TRUST
EIN:
83-0230808
Name of Bond End of Year Book Value End of Year Fair Market Value
GMO RESOURCES CLASS R6 15,355,280 15,355,280

TY 2023 InvestmentsCorpStockSchedule
Name:
NATRONA COLLECTIVE HEALTH TRUST
EIN:
83-0230808
Name of Stock End of Year Book Value End of Year Fair Market Value
FIDELITY 500 INDEX 5,564,650 5,564,650

TY 2023 InvestmentsOtherSchedule2
Name:
NATRONA COLLECTIVE HEALTH TRUST
EIN:
83-0230808
Category/ Item Listed at Cost or FMV Book Value End of Year Fair Market Value
CF STRATEGIC DIRECT SERIES LLC - CF CREDIT SERIES FMV 18,395,412 18,395,412
CF REIT PORTFOLIO LLC FMV 13,518,995 13,518,995
COMMONFUND STRATEGIC SOLUTIONS GLOBAL EQUITY LLC FMV 156,581,660 156,581,660
COMMONFUND INSTITUTIONAL HIGH QUALITY BOND FUND LLC FMV 14,674,525 14,674,525
COMMONFUND PRIVATE CREDIT FUND III LP FMV 1,018,266 1,018,266
GLOBAL ABSOLUTE ALPHA COMPANY D FMV 26,483,627 26,483,627
OCIO GLOBAL PRIVATE EQUITY FUND V FMV 43,278 43,278
COMMONFUND CAPITAL SECONDARY PARTNERS IV LP FMV 1,330,966 1,330,966
COMMONFUND STRATEGIC SOLUTIONS CORE REAL ESTATE FUND FMV 10,545,407 10,545,407
COMMONFUND CAPITAL VENTURES PARTNERS XIV LP FMV 1,663,359 1,663,359
COMMONFUND CAPITAL VENTURE PARTNERS XV LP FMV 6,790 6,790

TY 2023 LandEtcSchedule2
Name:
NATRONA COLLECTIVE HEALTH TRUST
EIN:
83-0230808
Category / Item Cost / Other Basis Accumulated Depreciation Book Value End of Year Fair Market Value
S WASHINGTON NEW MASTERSON PLACE 369,000 0 369,000  
ROUGH CARPENTRY, FINISH CARPENTRY 844,575 309,677 534,898  
DOORS, FRAMES, HARDWARE & STOREFRONS 204,512 74,987 129,525  
ELECTRICAL 496,821 136,626 360,195  
ELEVATOR 135,339 37,218 98,121  
FIRE SUPPRESSION 39,475 8,684 30,791  
FLOORING 172,126 172,126 0  
HVAC 215,468 79,006 136,462  
DRYWALL, PAINTING, SPECIALITIES, FURNISHINGS 470,339 129,343 340,996  
BUILDING MASONRY, METALS, SIDING, THERMAL PROT & CONCRETE 628,509 86,421 542,088  
SITE PAVING 147,177 101,184 45,993  
PLUMBING 211,601 58,190 153,411  
ROOFING 143,956 79,177 64,779  
SIGNAGE ALLOWANCE 1,241 682 559  
EARTHWORK/UTILITIES 383,595 84,400 299,195  
LANDSCAPING AND FENCING 42,985 23,643 19,342  
LANDSCAPE ROCK 1,264 1,264 0  
DEFIBRILLATOR 967 967 0  
COMPUTERS FOR MP FRONT DESK 719 719 0  
COMPUTER STATION - FINANCIAL 724 724 0  
SIGNAGE ALLOWANCE 8,360 8,360 0  
ELECTRIC DOOR LOCKS 12,590 6,924 5,666  
ETHERNET SWITCH 5,656 5,656 0  
APPLIANCES 10,510 5,780 4,730  
MONITORING EQUIPMENT 14,070 14,070 0  
CURTAINS 9,317 9,317 0  
TELEVISIONS 7,562 7,562 0  
ICE MACHINE 4,790 2,635 2,155  
ART 10,364 5,699 4,665  
BEDS 38,711 21,291 17,420  
CHAIRS 11,770 4,317 7,453  
MEDIA CONSOLE 15,718 5,764 9,954  
NIGHT STANDS 9,983 3,662 6,321  
RECLINERS 27,003 14,851 12,152  
SOFA 19,417 8,899 10,518  
TABLES 17,602 6,453 11,149  
MIRRORS 5,710 3,141 2,569  
TOYOTA RAV 4 5,434 5,434 0  
COMPUTERS, MONITORS, TV & MOUNTS FOR OFFICES X3 & BOARD ROOM 6,076 4,050 2,026  
NETWORK & FIREWALL 4,761 3,174 1,587  
OFFICE FURNITURE 64,109 30,528 33,581  
IT SWITCH FOR MASTERSON PLACE 6,081 2,128 3,953  
FOUNDATION EXPANSION FOR IT 9,958 3,320 6,638  
OFFICE FURNITURE - EXPANSION 1,789 426 1,363  
OFFICE FURNITURE - EXPANSION 24,695 4,998 19,697  
OFFICE REMODEL 17,000 4,722 12,278  


TY 2023 LegalFeesSchedule
Name:
NATRONA COLLECTIVE HEALTH TRUST
EIN:
83-0230808
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
LEGAL FEES 8,510 0   8,510


TY 2023 OtherAssetsSchedule
Name:
NATRONA COLLECTIVE HEALTH TRUST
EIN:
83-0230808
Description Beginning of Year - Book Value End of Year - Book Value End of Year - Fair Market Value
DONATED ART STATUE 13,789 13,789 13,789


TY 2023 OtherExpensesSchedule
Name:
NATRONA COLLECTIVE HEALTH TRUST
EIN:
83-0230808
Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
PROGRAMS 721,105 0   739,204
HOUSEKEEPING & LAUNDRY 50,798 0   55,265
ADVERTISEMENT 19,651 0   20,731
LICENSES & FEES 122,339 0   122,339
INSURANCE EXPENSE 52,935 0   52,935
FOOD & OPERATING SUPPLIES 26,311 0   28,245
HR & PAYROLL SERVICES 14,418 0   14,548
DUES & MEMBERSHIPS 20,286 0   22,016
RECRUITMENT & DEVELOPMENT 7,717 0   7,906
OFFICE SUPPLIES 5,660 0   6,483
BANK CHARGES 9,207 9,207   0
REPAIRS & MAINTENANCE 9,591 0   10,726
SMALL EQUIPMENT 5,539 0   5,966
OTHER EXPENSE 2,230 0   2,879
POSTAGE & FREIGHT 946 0   1,072
ALTERNATIVE INVESTMENT EXPENSES 0 1,051,528   0


TY 2023 OtherIncomeSchedule2
Name:
NATRONA COLLECTIVE HEALTH TRUST
EIN:
83-0230808
Description Revenue And Expenses Per Books Net Investment Income Adjusted Net Income
ALTERNATIVE INVESTMENTS 0 4,333,054 0
MASTERSON PLACE RENT 184,569   184,569


TY 2023 OtherIncreasesSchedule
Name:
NATRONA COLLECTIVE HEALTH TRUST
EIN:
83-0230808
Description Amount
UNREALIZED GAIN ON INVESTMENTS 33,269,306


TY 2023 OtherProfessionalFeesSchedule
Name:
NATRONA COLLECTIVE HEALTH TRUST
EIN:
83-0230808
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
INVESTMENT MANAGEMENT FEES 535,449 535,449   0
OTHER 71,491 0   71,491
CONSULTING FEES 114,230 0   124,535
CONTRACT LABOR 3,567 0   3,830


TY 2023 TaxesSchedule
Name:
NATRONA COLLECTIVE HEALTH TRUST
EIN:
83-0230808
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
EXCISE TAX 47,943 68   0