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
2024
Open to Public Inspection
For calendar year 2024, or tax year beginning 01-01-2024 , and ending 12-31-2024
Name of foundation
NATRONA COLLECTIVE HEALTH TRUST
 
Number and street (or P.O. box number if mail is not delivered to street address)PO BOX 2810
  Room/suite
City or town, state or province, country, and ZIP or foreign postal code
CASPER, WY82602
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$288,266,073J 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) 97,726
2 Check right arrow.............
3 Interest on savings and temporary cash investments 1,006 1,006  
4 Dividends and interest from securities... 616,277 5,449,213  
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 6,268,978
b Gross sales price for all assets on line 6a 142,254,437
7 Capital gain net income (from Part IV, line 2)... 10,558,484
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
200,798 10,591,873  
12 Total. Add lines 1 through 11........ 7,184,785 26,600,576  
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 546,175 124,830   421,345
14 Other employee salaries and wages...... 655,978 0   656,726
15 Pension plans, employee benefits....... 367,861 26,404   341,457
16a Legal fees (attach schedule)......... Click to see attachment
List of Attached Documents:
// Content
37,917 0   24,087
b Accounting fees (attach schedule)....... Click to see attachment
List of Attached Documents:
// Content
81,080 38,040   40,596
c Other professional fees (attach schedule).... Click to see attachment
List of Attached Documents:
// Content
809,826 762,398   41,713
17 Interest...............        
18 Taxes (attach schedule) (see instructions)... Click to see attachment
List of Attached Documents:
// Content
200,020 145   0
19 Depreciation (attach schedule) and depletion... Click to see attachment
List of Attached Documents:
// Content
281,772 0  
20 Occupancy.............. 149,946 0   150,078
21 Travel, conferences, and meetings....... 37,546 0   37,546
22 Printing and publications..........        
23 Other expenses (attach schedule)....... Click to see attachment
List of Attached Documents:
// Content
1,462,577 1,796,678   1,432,099
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 4,630,698 2,748,495   3,145,647
25 Contributions, gifts, grants paid....... 11,837,715 13,446,393
26 Total expenses and disbursements. Add lines 24 and 25 16,468,413 2,748,495   16,592,040
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements -9,283,628
b Net investment income (if negative, enter -0-) 23,852,081
c Adjusted net income (if negative, enter -0-)...  
For Paperwork Reduction Act Notice, see instructions.
Cat. No. 11289X Form 990-PF (2024)
Form 990-PF (2024)
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............. 278,718 692,272 692,272
2 Savings and temporary cash investments......... 3,987,327 2,955,412 2,955,412
3 Accounts receivable right arrow17,011
Less: allowance for doubtful accounts right arrow   3,140 17,011 17,011
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)....... 5,564,650 Click to see attachment
List of Attached Documents:
// Content
6,955,780 		6,955,780
c Investments—corporate bonds (attach schedule)....... 15,355,280 Click to see attachment
List of Attached Documents:
// Content
16,093,336 		16,093,336
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).......... 244,262,285 Click to see attachment
List of Attached Documents:
// Content
255,830,834 		255,830,834
14 Land, buildings, and equipment: basis right arrow7,297,602
Less: accumulated depreciation (attach schedule) right arrow1,589,963 3,565,801 Click to see attachment
List of Attached Documents:
// Content
5,707,639 		5,707,639
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) 273,030,990 288,266,073 288,266,073
Liabilities 17 Accounts payable and accrued expenses.......... 30,080 89,004
18 Grants payable................. 2,100,000 1,468,500
19 Deferred revenue.................    
20 Loans from officers, directors, trustees, and other disqualified persons    
21 Mortgages and other notes payable (attach schedule)......   2,075,625
22 Other liabilities (describe right arrow)    
23 Total liabilities (add lines 17 through 22)......... 2,130,080 3,633,129
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........... 224,079,535 235,870,571
25 Net assets with donor restrictions............ 46,821,375 48,762,373
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)..... 270,900,910 284,632,944
30 Total liabilities and net assets/fund balances (see instructions). 273,030,990 288,266,073
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
270,900,910
2
Enter amount from Part I, line 27a .....................
2
-9,283,628
3
Other increases not included in line 2 (itemize) right arrowClick to see attachment
List of Attached Documents:
// Content
3
23,015,662
4
Add lines 1, 2, and 3 ..........................
4
284,632,944
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
284,632,944
Form 990-PF (2024)
Form 990-PF (2024)
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 137,964,931   131,695,953 6,268,978
b 4,289,506     4,289,506
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       6,268,978
b       4,289,506
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 10,558,484
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) 1 331,544
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........................... 3 331,544
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- ..... 5 331,544
6 Credits/Payments:
a 2024 estimated tax payments and 2023 overpayment credited to 2024 6a 75,000
b Exempt foreign organizations—tax withheld at source...... 6b 0
c Tax paid with application for extension of time to file (Form 8868)... 6c 325,000
d Backup withholding erroneously withheld .......... 6d 0
7 Total credits and payments. Add lines 6a through 6d.............. 7 400,000
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 10,832
9 Tax due. If the total of lines 5 and 8 is more than line 7, enter amount owed.......right arrow 9  
10 Overpayment. If line 7 is more than the total of lines 5 and 8, enter the amount overpaid...right arrow 10 57,624
11 Enter the amount of line 10 to be: Credited to 2025 estimated taxright arrow57,624 Refundedright arrow 11 0
Form 990-PF (2024)
Form 990-PF (2024)
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 2024 or the taxable year beginning in 2024? 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 2024, 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 (2024)
Form 990-PF (2024)
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 2024? .............
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 2024, did the foundation have any undistributed income (Part XII, lines 6d
and 6e) for tax year(s) beginning before 2024?....................
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 2024 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 2024.) .....................
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 2024? ..
4b
 
No
Form 990-PF (2024)
Form 990-PF (2024)
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 		262,500 7,875 35,472
159 N WOLCOTT ST SUITE 350
CASPER,WY82601
KYLIE GIBSON VP OF FINANCE
40.00 		142,425 5,697 27,473
159 N WOLCOTT ST SUITE 350
CASPER,WY82601
PAULA MONGOLD VP OF OPERATIONS
40.00 		131,250 5,250 22,988
159 N WOLCOTT ST SUITE 350
CASPER,WY82601
MARK DOWELL MD CHAIR
4.00 		0 0 0
159 N WOLCOTT ST SUITE 350
CASPER,WY82601
JESSICA ODEN CHAIR UNTIL JULY 2024
2.00 		10,000 0 0
159 N WOLCOTT ST SUITE 350
CASPER,WY82601
JENNIFER GLADSON VICE CHAIR
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
ABIGAIL BREAUX 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
CONRRADO SALDIVAR DIRECTOR
2.00 		0 0 0
159 N WOLCOTT ST SUITE 350
CASPER,WY82601
JENNIFER TRUE 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
MELISSA KNUDSON-JOHNSON MD 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 		125,928 5,037 10,225
159 N WOLCOTT ST SUITE 350
CASPER,WY82601
LEANNE LOYA DIRECTOR OF PROGRAMS
40.00 		90,654 2,530 31,250
159 N WOLCOTT ST SUITE 350
CASPER,WY82601
KRISTY OSTER DIRECTOR OF COMMUNIT
40.00 		98,398 3,863 973
159 N WOLCOTT ST SUITE 350
CASPER,WY82601
DANIEL MWANGI OFFICE MANAGER
40.00 		68,040 2,722 31,825
159 N WOLCOTT ST SUITE 350
CASPER,WY82601
MICHAEL ROMERO DIRECTOR OF MASTERSO
40.00 		68,040 680 21,649
159 N WOLCOTT ST SUITE 350
CASPER,WY82601
Total number of other employees paid over $50,000...................right arrow 1
Form 990-PF (2024)
Form 990-PF (2024)
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 762,398
15 OLD DANBURY RD SUITE 200
WILTON,CT06897
MOSS ADAMS LLP ASSURANCE & TAX 81,083
PO BOX 101822
PASADENA,CA91189
STATELINE 7 ARCHITECTS ARCHITECT 76,908
444 SOUTH CENTER ST
CASPER,WY82601
REGIONAL ECONOMIC MODELS INC STUDY FOR MEDICAID IMPACT 64,400
433 WEST ST
AMHERST,MA01002
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 (2024)
Form 990-PF (2024)
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
23,979,373
b
Average of monthly cash balances.......................
1b
4,304,437
c
Fair market value of all other assets (see instructions)................
1c
255,830,834
d
Total (add lines 1a, b, and c).........................
1d
284,114,644
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
284,114,644
4
Cash deemed held for charitable activities. Enter 1.5% (0.015) of line 3 (for greater amount, see
instructions) .............................
4
4,261,720
5
Net value of noncharitable-use assets. Subtract line 4 from line 3. ............
5
279,852,924
6
Minimum investment return. Enter 5% (0.05) of line 5................
6
13,992,646
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
13,992,646
2a
Tax on investment income for 2024 from Part V, line 5 .......
2a
331,544
b
Income tax for 2024. (This does not include the tax from Part V.) ...
2b
261
c
Add lines 2a and 2b............................
2c
331,805
3
Distributable amount before adjustments. Subtract line 2c from line 1............
3
13,660,841
4
Recoveries of amounts treated as qualifying distributions................
4
0
5
Add lines 3 and 4............................
5
13,660,841
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
13,660,841
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
16,592,040
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
 
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
16,592,040
Form 990-PF (2024)
Form 990-PF (2024)
Page 9
Part XII
Undistributed Income (see instructions)
(a)
Corpus 		(b)
Years prior to 2023 		(c)
2023 		(d)
2024
1 Distributable amount for 2024 from Part X, line 7 13,660,841
2 Undistributed income, if any, as of the end of 2024:
a Enter amount for 2023 only....... 279,709
b Total for prior years:20 , 20, 20 0
3 Excess distributions carryover, if any, to 2024:
a From 2019......  
b From 2020......  
c From 2021......  
d From 2022......  
e From 2023......  
f Total of lines 3a through e ........ 0
4Qualifying distributions for 2024 from Part
XI, line 4: right arrow$ 16,592,040
a Applied to 2023, but not more than line 2a 279,709
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 2024 distributable amount..... 13,660,841
e Remaining amount distributed out of corpus 2,651,490
5 Excess distributions carryover applied to 2024. 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 2,651,490
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 2023. Subtract line
4a from line 2a. Taxable amount—see
instructions ............. 		0
f Undistributed income for 2024. Subtract
lines 4d and 5 from line 1. This amount must
be distributed in 2025 .......... 		0
7 Amounts treated as distributions out of
corpus to satisfy requirements imposed by
section 170(b)(1)(F) or 4942(g)(3) (Election may
be required - see instructions) ....... 		0
8 Excess distributions carryover from 2019 not
applied on line 5 or line 7 (see instructions) ... 		0
9 Excess distributions carryover to 2025.
Subtract lines 7 and 8 from line 6a ...... 		2,651,490
10 Analysis of line 9:
a Excess from 2020....  
b Excess from 2021....  
c Excess from 2022....  
d Excess from 2023....  
e Excess from 2024.... 2,651,490
Form 990-PF (2024)
Form 990-PF (2024)
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 2024, 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) 2024 (b) 2023 (c) 2022 (d) 2021
         
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 if the foundation only makes contributions to preselected charitable organizations and does not accept
unsolicited requests for funds. If the foundation makes gifts, grants, etc. to individuals or organizations under
other conditions, complete items 2a, b, c, and d. See instructions
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 (2024)
Form 990-PF (2024)
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
CASPER,WY82601 		  PC GENERAL OPERATING 80,108

307 DANCE ACADEMY

225 N WOLCOTT ST
CASPER,WY82601 		  PC CAPACITY BUILDING 9,050

ADVENTURE WEST COUNCIL - BOY SCOUTS OF AMERICA

2215 23RD AVE
GREELEY,CO80634 		  PC GENERAL OPERATING 10,000

ART 321

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

BANNER WYOMING MEDICAL CENTER

1233 E 2ND ST
CASPER,WY82601 		  PC GENERAL OPERATING 8,752,370

BETTER WYOMING

260 N CEDAR ST
LARAMIE,WY82072 		  PC GENERAL OPERATING 10,000

BOYS & GIRLS CLUBS OF CENTRAL WYOMING

1701 E K ST
CASPER,WY82601 		  PC GENERAL OPERATING 20,000

BRAIN INJURY ASSOCIATION OF WYOMING

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

CADOMA FOUNDATION

818 E 2ND ST
CASPER,WY82601 		  PC CAPACITY BUILDING 4,985

CASA OF NATRONA COUNTY

140 N CENTER ST
CASPER,WY82601 		  PC GENERAL OPERATING 51,000

CASPER AREA CHAMBER OF COMMERCE

500 N CENTER ST
CASPER,WY82601 		  PC SPONSORSHIP 850

CASPER BOXING CLUB

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

CASPER CHILDRENS CHORALE INC

2521 SAGEWOOD AVE
CASPER,WY82601 		  PC GENERAL OPERATING 10,000

CASPER CHILDRENS THEATER INC

949 N DURBIN ST
CASPER,WY82601 		  PC GENERAL OPERATING 81,000

CASPER CHRIST UNITED METHODIST CHURCH

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

CASPER COLLEGE STAR PROGRAM

125 COLLEGE DR
CASPER,WY82601 		  PC GENERAL OPERATING 30,000

CASPER COMMUNITY GREENHOUSE PROJECT

1510 S CEDAR ST
CASPER,WY82601 		  PC GENERAL OPERATING 30,000

CASPER FAMILY CONNECTIONS

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

CASPER FAMILY YMCA

1611 CASPER MOUNTAIN RD
CASPER,WY82601 		  PC GENERAL OPERATING 70,000

CASPER HOUSING AUTHORITY CARES

145 N DURBIN ST
CASPER,WY82601 		  PC GENERAL OPERATING 146,000

CASPER HUMANE SOCIETY

849 EAST E ST
CASPER,WY82601 		  PC GENERAL OPERATING 54

CASPER NATRONA COUNTY HEALTH DEPARTMENT

475 S SPRUCE
CASPER,WY82601 		  GOV GENERAL OPERATING 75,000

CASPER PRIDE

229 W 11TH ST
CASPER,WY82601 		  PC GENERAL OPERATING 80,107

CASPER YOUTH CRISIS CENTER

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

CASPER YOUTH CRISIS CENTER

1656 E 12TH ST
CASPER,WY82601 		  PC SHARED SERVICES 6,250

CASPER YOUTH CRISIS CENTER

1656 E 12TH ST
CASPER,WY82601 		  PC STRATEGIC PLANNING 15,000

CENTRAL WYOMING COUNSELING CENTER

1430 WILKINS CIR
CASPER,WY82601 		  PC GENERAL OPERATING 131,000

CENTRAL WYOMING HOSPICE AND TRANSITIONS PROGRAM

319 S WILSON ST
CASPER,WY82601 		  PC GENERAL OPERATING 70,300

CHILD DEVELOPMENT CENTER OF NATRONA COUNTY

2020 E 12TH ST
CASPER,WY82601 		  PC GENERAL OPERATING 560,000

CHILD DEVELOPMENT CENTER OF NATRONA COUNTY

2020 E 12TH ST
CASPER,WY82601 		  PC TRANSLATION SERVICES 6,670

CHILDRENS ADVOCACY PROJECT INC

350 N ASH ST
CASPER,WY82601 		  PC GENERAL OPERATING 151,500

CITY OF CASPER RECREATION DIVISION

200 N DAVID
CASPER,WY82601 		  GOV GENERAL OPERATING 30,000

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 261,100

COMMUNITY ACTION PARTNERSHIP OF NATRONA COUNTY

606 S DAVID ST
CASPER,WY82601 		  PC GRANT WRITING 100

COMMUNITY ACTION PARTNERSHIP OF NATRONA COUNTY

606 S DAVID ST
CASPER,WY82601 		  PC SHARED SERVICES 6,250

COMMUNITY HEALTH CENTER OF CENTRAL WYOMING INC

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

COMMUNITY RECREATION FOUNDATION

104 S WOLCOTT ST SUITE 735
CASPER,WY82601 		  PC GENERAL OPERATING 15,000

DOLLYWOOD FOUNDATION'S IMAGINATION LIBRARY

111 E MAIN ST 2ND FLOOR
SEVIERVILLE,TN37862 		  PC GENERAL OPERATING 60,700

DRESS FOR SUCCESS CASPER

3451 ARROYO DR
CASPER,WY82604 		  PC GENERAL OPERATING 6,000

EQUAL JUSTICE WYOMING FOUNDATION

2300 CAPITOL AVE
CHEYENNE,WY82002 		  PC GENERAL OPERATING 30,000

EQUALITY STATE POLICY CENTER

419 S 5TH ST SUITE 1
LARAMIE,WY82070 		  PC SPONSORSHIP 40,250

EXCEL ACADEMY LLC

500 S JEFFERSON ST
CASPER,WY82601 		  PC GENERAL OPERATING 8,300

FIRESIDE COLLECTIVE

2111 W ODELL AVE
CASPER,WY82604 		  PC GENERAL OPERATING 23,200

FOOD BANK OF WYOMING

5150 RESERVE DR
EVANSVILLE,WY82636 		  PC GENERAL OPERATING 21,250

GIRL SCOUTS OF MONTANA AND WYOMING

2303 GRAND AVE
BILLINGS,MT59102 		  PC GENERAL OPERATING 40,000

GREATER WYOMING BIG BROTHERS BIG SISTERS

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 60,309

HOPE HOUSE

333 N LINCOLN ST
CASPER,WY82601 		  PC GENERAL OPERATING 61,000

INTERFAITH OF NATRONA COUNTY INC

140 E K ST
CASPER,WY82601 		  PC GENERAL OPERATING 60,000

I-REACH 2 INC

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

IRIS CLUBHOUSE INC

239 E H ST
CASPER,WY82601 		  PC GENERAL OPERATING 101,199

JAE FOUNDATION INC

303 W PINE ST
PINEDALE,WY82941 		  PC GENERAL OPERATING 2,000

JASONS FRIENDS FOUNDATION INC

340 W B ST SUITE 101
CASPER,WY82601 		  PC GENERAL OPERATING 8,054

LEARNING JUNCTION CHILDREN'S CENTER

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

MAKE-A-WISH FOUNDATION OF WYOMING

236 W 1ST ST
CASPER,WY82601 		  PC GENERAL OPERATING 4,501

MEALS ON WHEELS FOUNDATION

1760 E 12TH ST
CASPER,WY82601 		  PC GENERAL OPERATING 54

MERCER FAMILY RESOURCE CENTER INC

535 W YELLOWSTONE HWY
CASPER,WY82601 		  PC GENERAL OPERATING 81,161

MOTHER SETON HOUSING INC

333 E H ST
CASPER,WY82601 		  PC GENERAL OPERATING 100,054

NATIONAL HISTORIC TRAILS CENTER FOUNDATION INC

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

NATRONA COUNTY PUBLIC LIBRARY FOUNDATION

307 E 2ND ST
CASPER,WY82601 		  PC GENERAL OPERATING 40,000

NATRONA COUNTY SCHOOL DISTRICT #1

970 N GLENN RD
CASPER,WY82601 		  GOV GENERAL OPERATING 100,000

NATRONA COUNTY SUICIDE PREVENTION TASK FORCE

535 W YELLOWSTONE HWY
CASPER,WY82601 		  PC GENERAL OPERATING 40,000

NICOLAYSEN ART MUSEUM

400 E COLLINS DR
CASPER,WY82601 		  PC GENERAL OPERATING 11,299

NORTHWEST COMMUNITY ACTION PROGRAMS OF WYOMING INC

500 15 MILE RD
WORLAND,WY82401 		  PC GENERAL OPERATING 15,000

NOWCAP PARENTS AS TEACHERS

347 N WALSH DR
CASPER,WY82609 		  PC GENERAL OPERATING 80,000

OLIVIA CALDWELL FOUNDATION

419 S WASHINGTON ST SUITE 102
CASPER,WY82601 		  PC GENERAL OPERATING 60,304

OPERA WYOMING

2325 CRESCENT AVE
CASPER,WY82604 		  PC GENERAL OPERATING 12,000

PLATTE RIVER TRAILS TRUST

1775 W 1ST ST
CASPER,WY82604 		  PC GENERAL OPERATING 1,000

PROJECT KENNY

1005 FALCON AVE
MILLS,WY82604 		  PC GENERAL OPERATING 11,150

SCIENCE ZONE

222 E COLLINS DR
CASPER,WY82601 		  PC GENERAL OPERATING 70,000

ST MARK'S EPISCOPAL CHURCH

701 S WOLCOTT ST
CASPER,WY82601 		  PC GENERAL OPERATING 15,000

THE ALIGN TEAM

822 W 23RD ST
CHEYENNE,WY82001 		  PC SPONSORSHIP, ACES HOMELESSNESS STUDY 8,750

THE HEALTHY BIRTH AND INFANT BRAINS

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

THE SALVATION ARMY

1370 PENNSYLVANIA ST SUITE 100
DENVER,CO80203 		  PC GENERAL OPERATING 70,000

THREE TRAILS ASSESSMENT & RESOURCE SERVICE SOCIETY

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

THRIVE TOGETHER INITIATIVE

301 THELMA DR PMB 256
CASPER,WY82609 		  PC GENERAL OPERATING 10,250

UNACCOMPANIED STUDENTS INITIATIVE

1514 E 12TH ST UNIT 106
CASPER,WY82601 		  PC GENERAL OPERATING 85,675

UNIVERSITY OF WYOMING FOUNDATION

222 S 22ND ST
LARAMIE,WY82070 		  PC MSW/LPC SCHOLARSHIPS 26,943

VIBES FINE & PERFORMING ARTS

2008 CY AVE
CASPER,WY82604 		  PC GENERAL OPERATING 30,000

VOA NORTHERN ROCKIES

1876 S SHERIDAN AVE
SHERIDAN,WY82801 		  PC GENERAL OPERATING 10,000

WOMEN'S SELF-HELP CENTER INC

740 LUKER LN
EVANSVILLE,WY82636 		  PC GENERAL OPERATING 80,054

WYOFILE

220 N 8TH ST
LANDER,WY82520 		  PC GENERAL OPERATING 10,000

WYOMING 211

2617 E LINCOLNWAY UNIT E
CHEYENNE,WY82001 		  PC GENERAL OPERATING 25,000

WYOMING BEHAVIORAL HEALTH ALLIANCE

1603 CAPITOL AVE SUITE 205
CHEYENNE,WY82001 		  PC GENERAL OPERATING 20,000

WYOMING CHILD & FAMILY DEVELOPMENT INC

301 W B ST
CASPER,WY82601 		  PC GENERAL OPERATING 80,000

WYOMING CIVIC ENGAGEMENT NETWORK INC

109 E 17TH ST SUITE 6035
CHEYENNE,WY82001 		  PC GENERAL OPERATING 40,000

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 COUNCIL OF THE BLIND

123 N LOWELL ST
CASPER,WY82601 		  PC GENERAL OPERATING 6,975

WYOMING COUNSELING ASSOCIATION

123 W 1ST ST
CASPER,WY82601 		  PC GENERAL OPERATING 14,840

WYOMING FAMILIES FOR HANDS & VOICES

5510 WYOMING 410
MOUNTAIN VIEW,WY82939 		  PC GENERAL OPERATING 10,000

WYOMING FOOD FOR THOUGHT PROJECT

900 SAINT JOHN ST
CASPER,WY82601 		  PC GENERAL OPERATING 80,000

WYOMING FOUNDATION FOR CANCER CARE

441 LANDMARK DR
CASPER,WY82609 		  PC GENERAL OPERATING 5,180

WYOMING HERITAGE FOUNDATION

516 RANDALL AVE
CHEYENNE,WY82001 		  PC SPONSORSHIP 5,000

WYOMING HOUSING NETWORK INC

2345 E 2ND ST
CASPER,WY82609 		  PC GENERAL OPERATING 120,000

WYOMING HOUSING NETWORK INC

2345 E 2ND ST
CASPER,WY82609 		  PC TRANSLATION SERVICES 202

WYOMING NONPROFIT NETWORK

822 W 23RD ST
CHEYENNE,WY82001 		  PC GENERAL OPERATING 164,049

WYOMING OFFICE OF THE ATTORNEY GENERAL DIVISION OF VICTIM SERVICES

320 W 25TH ST 2ND FLOOR
CHEYENNE,WY82002 		  PC SPONSORSHIP 500

WYOMING READS

970 N GLENN RD
CASPER,WY82601 		  PC SPONSORSHIP 7,500

WYOMING SYMPHONY ORCHESTRA

225 S DAVID ST SUITE 1
CASPER,WY82601 		  PC GENERAL OPERATING 12,996
Total .................................right arrow 3a 13,446,393
bApproved for future payment

ADVENTURE WEST COUNCIL - BOY SCOUTS OF AMERICA
2215 23RD AVE
GREELEY,CO80634 		  PC GENERAL OPERATING 10,000

BETTER WYOMING
260 N CEDAR ST
LARAMIE,WY82072 		  PC GENERAL OPERATING 10,000

BOYS & GIRLS CLUBS OF CENTRAL WYOMING
1701 E K ST
CASPER,WY82601 		  PC GENERAL OPERATING 20,000

CASA OF NATRONA COUNTY
140 N CENTER ST
CASPER,WY82601 		  PC GENERAL OPERATING 30,000

CASPER CHILDRENS CHORALE INC
2521 SAGEWOOD AVE
CASPER,WY82601 		  PC GENERAL OPERATING 10,000

CASPER CHILDRENS THEATER INC
949 N DURBIN ST
CASPER,WY82601 		  PC GENERAL OPERATING 40,000

CASPER COLLEGE STAR PROGRAM
125 COLLEGE DR
CASPER,WY82601 		  PC GENERAL OPERATING 30,000

CASPER COMMUNITY GREENHOUSE PROJECT
1510 S CEDAR ST
CASPER,WY82601 		  PC GENERAL OPERATING 30,000

CASPER FAMILY YMCA
1611 CASPER MOUNTAIN RD
CASPER,WY82601 		  PC GENERAL OPERATING 70,000

CASPER HOUSING AUTHORITY
145 N DURBIN ST
CASPER,WY82601 		  PC GENERAL OPERATING 60,000

CASPER NATRONA COUNTY HEALTH DEPARTMENT
475 S SPRUCE
CASPER,WY82601 		  PC GENERAL OPERATING 60,000

CENTRAL WYOMING COUNSELING CENTER
1430 WILKINS CIR
CASPER,WY82601 		  PC TRANSLATION SERVICES 4,000

CENTRAL WYOMING HOSPICE AND TRANSITIONS PROGRAM
319 S WILSON ST
CASPER,WY82601 		  PC GENERAL OPERATING 70,000

CHILD DEVELOPMENT CENTER OF NATRONA COUNTY
2020 E 12TH ST
CASPER,WY82601 		  PC TRANSLATION SERVICES 2,589

CHILDRENS ADVOCACY PROJECT INC
350 N ASH ST
CASPER,WY82601 		  PC GENERAL OPERATING 70,000

CITY OF CASPER RECREATION DIVISION
200 N DAVID
CASPER,WY82601 		  PC GENERAL OPERATING 30,000

COMMUNITY ACTION PARTNERSHIP OF NATRONA COUNTY
606 S DAVID ST
CASPER,WY82601 		  PC GRANT WRITING 21,500

COMMUNITY ACTION PARTNERSHIP OF NATRONA COUNTY
606 S DAVID ST
CASPER,WY82601 		  PC GENERAL OPERATING 80,000

COMMUNITY RECREATION FOUNDATION
104 S WOLCOTT ST SUITE 735
CASPER,WY82601 		  PC GENERAL OPERATING 15,000

EXCEL ACADEMY LLC
500 S JEFFERSON ST
CASPER,WY82601 		  PC GRANT WRITING 13,300

GIRL SCOUTS OF MONTANA AND WYOMING
2303 GRAND AVE
BILLINGS,MT59102 		  PC GENERAL OPERATING 40,000

GREATER WYOMING BIG BROTHERS BIG SISTERS
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 60,000

HABITAT FOR HUMANITY
232 E 2ND ST SUITE 204
CASPER,WY82601 		  PC TRANSLATION SERVICES 3,691

IRIS CLUBHOUSE INC
239 E H ST
CASPER,WY82601 		  PC GRANT WRITING 13,200

MOTHER SETON HOUSING INC
333 E H ST
CASPER,WY82601 		  PC GENERAL OPERATING 60,000

NATRONA COUNTY PUBLIC LIBRARY FOUNDATION
307 E 2ND ST
CASPER,WY82601 		  PC GENERAL OPERATING 30,000

PROJECT KENNY
1005 FALCON AVE
MILLS,WY82604 		  PC GRANT WRITING 10,450

SCIENCE ZONE
222 E COLLINS DR
CASPER,WY82601 		  PC GENERAL OPERATING 70,000

THE SALVATION ARMY
1370 PENNSYLVANIA ST SUITE 100
DENVER,CO80203 		  PC GENERAL OPERATING 70,000

UNACCOMPANIED STUDENTS INITIATIVE
1514 E 12TH ST UNIT 106
CASPER,WY82601 		  PC GENERAL OPERATING 70,000

UNACCOMPANIED STUDENTS INITIATIVE
1514 E 12TH ST UNIT 106
CASPER,WY82601 		  PC GRANT WRITING 12,175

UNIVERSITY OF WYOMING FOUNDATION
222 S 22ND ST
LARAMIE,WY82070 		  PC MSW/LPC SCHOLARSHIPS 15,233

VOA NORTHERN ROCKIES
1876 S SHERIDAN AVE
SHERIDAN,WY82801 		  PC GENERAL OPERATING 10,000

WYOFILE
220 N 8TH ST
LANDER,WY82520 		  PC GENERAL OPERATING 10,000

WYOMING CHILD & FAMILY DEVELOPMENT INC
301 W B ST
CASPER,WY82601 		  PC GENERAL OPERATING 80,000

WYOMING CIVIC ENGAGEMENT NETWORK INC
109 E 17TH ST SUITE 6035
CHEYENNE,WY82001 		  PC GENERAL OPERATING 40,000

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

WYOMING HOUSING NETWORK INC
2345 E 2ND ST
CASPER,WY82609 		  PC TRANSLATION SERVICES 3,798
Total ................................. right arrow 3b 1,374,936
Form 990-PF (2024)
Form 990-PF (2024)
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 1,006  
4 Dividends and interest from securities .... 901101 8,913 14 607,364  
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 44,690      
8 Gain or (loss) from sales of assets other than
inventory ............ 		    14 6,224,288  
9 Net income or (loss) from special events:          
10 Gross profit or (loss) from sales of inventory          
11 Other revenue:
aMASTERSON PLACE RENT 		        167,048
bINCOME FROM PARTNERSHIPS 901101 -65,666 14 65,666  
cSUBLEASE RENTAL 901101 32,141 16 1,609  
d
e
12 Subtotal. Add columns (b), (d), and (e) .. 20,078 6,899,933 167,048
13Total. Add line 12, columns (b), (d), and (e)..................
13
7,087,059
(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 (2024)
Form 990-PF (2024)
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 Right Arrow
 Firm's EIN Right Arrow
Firm's address Right Arrow


 Phone no.
Form 990-PF (2024)
Additional Data


Software ID:  
Software Version:  


Form 990PF - Special Condition Description:
Special Condition Description
Schedule B
(Form 990)
(Rev. January 2025)
Department of the Treasury
Internal Revenue Service
Schedule of Contributors

right arrow Attach to Form 990, 990-EZ, or 990-PF.
right arrow Go to www.irs.gov/Form990 for the latest information.
OMB No. 1545-0047
Name of the organization
NATRONA COLLECTIVE HEALTH TRUST
 
Employer identification number

83-0230808
Organization type (check one):
Filers of:
Section:
Form 990 or 990-EZ
501(c)( ) (enter number) organization

4947(a)(1) nonexempt charitable trust not treated as a private foundation

527 political organization


Form 990-PF
501(c)(3) exempt private foundation

4947(a)(1) nonexempt charitable trust treated as a private foundation

501(c)(3) taxable private foundation
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
For an organization filing Form 990, 990-EZ, or 990-PF that received, during the year, contributions totaling $5,000 or more (in money or other property) from any one contributor. Complete Parts I and II. See instructions for determining a contributor's total contributions.
Special Rules
For an organization described in section 501(c)(3) filing Form 990 or 990-EZ that met the 331/3% support test of the regulations
under sections 509(a)(1) and 170(b)(1)(A)(vi), that checked Schedule A (Form 990 or 990-EZ), Part II, line 13, 16a, or 16b, and that received from any one contributor, during the year, total contributions of the greater of (1) $5,000 or (2) 2% of the amount on (i) Form 990, Part VIII, line 1h, or (ii) Form 990-EZ, line 1. Complete Parts I and II.
For an organization described in section 501(c)(7), (8), or (10) filing Form 990 or 990-EZ that received from any one contributor,
during the year, total contributions of more than $1,000 exclusively for religious, charitable, scientific, literary, or educational purposes, or for the prevention of cruelty to children or animals. Complete Parts I, II, and III.
For an organization described in section 501(c)(7), (8), or (10) filing Form 990 or 990-EZ that received from any one contributor,
during the year, contributions exclusively for religious, charitable, etc., purposes, but no such contributions totaled more than $1,000. If this box is checked, enter here the total contributions that were received during the year for an exclusively religious, charitable, etc., purpose. Don't complete any of the parts unless the General Rule applies to this organization because it received nonexclusively religious, charitable, etc., contributions totaling $5,000 or more during the year ......... Right Arrow $  
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) (Rev. 1-2025)
Schedule B (Form 990) (Rev. 1-2025) Page 2
Name of organization
NATRONA COLLECTIVE HEALTH TRUST
  		Employer identification number
83-0230808
Part I
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
MASTERSON FAMILY FOUNDATION
 
PO BOX 2401
 
CASPER, WY82602

$ 13,000


(Complete Part II for noncash contributions.)
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Total contributions		 (d)
Type of contribution
2
FT INVESTMENTS LLC
 
PO BOX 2671
 
CASPER, WY82602

$ 75,000


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

$  


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

$  


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

$  


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

$  


(Complete Part II for noncash contributions.)
Schedule B (Form 990) (Rev. 1-2025)
Schedule B (Form 990) (Rev. 1-2025)
Page 3
Name of organization
NATRONA COLLECTIVE HEALTH TRUST
  		Employer identification number

83-0230808
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
2
 LAND $ 75,000 2024-12-26
(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) (Rev. 1-2025)
Schedule B (Form 990) (Rev. 1-2025)
Page 4
Name of organization
NATRONA COLLECTIVE HEALTH TRUST
  		Employer identification number

83-0230808
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.) $  
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) (Rev. 1-2025)
Additional Data


Software ID:  
Software Version:  

TY 2024 AccountingFeesSchedule
Name:
NATRONA COLLECTIVE HEALTH TRUST
EIN:
83-0230808
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
ACCOUNTING FEES 81,080 38,040   40,596

Note: To capture the full content of this document, please select landscape mode (11" x 8.5") when printing.

TY 2024 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 2019-07-31 844,575 309,677 SL 15.000000000000 56,305 0    
DOORS, FRAMES, HARDWARE & STOREFRONS 2019-07-31 204,512 74,987 SL 15.000000000000 13,634 0    
ELECTRICAL 2019-07-31 496,821 136,626 SL 20.000000000000 24,841 0    
ELEVATOR 2019-07-31 135,339 37,218 SL 20.000000000000 6,767 0    
FIRE SUPPRESSION 2019-07-31 39,475 8,684 SL 25.000000000000 1,579 0    
FLOORING 2019-07-31 172,126 172,126 SL 5.000000000000 0 0    
HVAC 2019-07-31 215,468 79,006 SL 15.000000000000 14,365 0    
DRYWALL, PAINTING, SPECIALITIES, FURNISHINGS 2019-07-31 470,339 129,343 SL 20.000000000000 23,517 0    
BUILDING MASONRY, METALS, SIDING, THERMAL PROT & CONCRETE 2019-07-31 628,509 86,421 SL 40.000000000000 15,713 0    
SITE PAVING 2019-07-31 147,177 101,184 SL 8.000000000000 18,397 0    
PLUMBING 2019-07-31 211,601 58,190 SL 20.000000000000 10,580 0    
ROOFING 2019-07-31 143,956 79,177 SL 10.000000000000 14,396 0    
SIGNAGE ALLOWANCE 2019-07-31 1,241 682 SL 10.000000000000 124 0    
EARTHWORK/UTILITIES 2019-07-31 383,595 84,400 SL 25.000000000000 15,344 0    
LANDSCAPING AND FENCING 2019-07-31 42,985 23,643 SL 10.000000000000 4,299 0    
LANDSCAPE ROCK 2014-01-31 1,264 1,264 SL 11.000000000000 0 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 8,360 SL 5.000000000000 0 0    
ELECTRIC DOOR LOCKS 2019-07-31 12,590 6,924 SL 10.000000000000 1,259 0    
ETHERNET SWITCH 2019-07-31 5,656 5,656 SL 5.000000000000 0 0    
APPLIANCES 2019-07-31 10,510 5,780 SL 10.000000000000 1,051 0    
MONITORING EQUIPMENT 2019-07-31 14,070 14,070 SL 5.000000000000 0 0    
CURTAINS 2019-07-31 9,317 9,317 SL 5.000000000000 0 0    
TELEVISIONS 2019-07-31 7,562 7,562 SL 5.000000000000 0 0    
ICE MACHINE 2019-07-31 4,790 2,635 SL 10.000000000000 479 0    
ART 2019-07-31 10,364 5,699 SL 10.000000000000 1,036 0    
BEDS 2019-07-31 38,711 21,291 SL 10.000000000000 3,871 0    
CHAIRS 2019-07-31 11,770 4,317 SL 15.000000000000 785 0    
MEDIA CONSOLE 2019-07-31 15,718 5,764 SL 15.000000000000 1,048 0    
NIGHT STANDS 2019-07-31 9,983 3,662 SL 15.000000000000 666 0    
RECLINERS 2019-07-31 27,003 14,851 SL 10.000000000000 2,700 0    
SOFA 2019-07-31 19,417 8,899 SL 12.000000000000 1,618 0    
TABLES 2019-07-31 17,602 6,453 SL 15.000000000000 1,173 0    
MIRRORS 2019-07-31 5,710 3,141 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 4,050 SL 5.000000000000 1,215 0    
NETWORK & FIREWALL 2021-05-01 4,761 3,174 SL 5.000000000000 952 0    
OFFICE FURNITURE 2021-05-01 64,109 30,528 SL 7.000000000000 9,158 0    
IT SWITCH FOR MASTERSON PLACE 2022-03-31 6,081 2,128 SL 5.000000000000 1,216 0    
FOUNDATION EXPANSION FOR IT 2022-04-30 9,958 3,320 SL 5.000000000000 1,992 0    
OFFICE FURNITURE - EXPANSION 2022-04-30 1,789 426 SL 7.000000000000 256 0    
OFFICE FURNITURE - EXPANSION 2022-07-31 24,695 4,998 SL 7.000000000000 3,528 0    
OFFICE REMODEL 2023-02-28 17,000 4,722 SL 3.000000000000 5,667 0    

TY 2024 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 5,259,417 5,259,417
FIDELITY US BOND INDEX FUND 2,798,183 2,798,183
FIDELITY INTER TREASURY BOND INDEX FUND 8,035,736 8,035,736

TY 2024 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 FUND 6,955,780 6,955,780

TY 2024 InvestmentsOtherSchedule2
Name:
NATRONA COLLECTIVE HEALTH TRUST
EIN:
83-0230808
Category/ Item Listed at Cost or FMV Book Value End of Year Fair Market Value
OCIO GLOBAL PRIVATE EQUITY FUND V FMV 1,323,766 1,323,766
GLOBAL ABSOLUTE ALPHA COMPANY D FMV 21,741,668 21,741,668
COMMONFUND STRATEGIC SOLUTIONS GLOBAL EQUITY LLC FMV 159,660,591 159,660,591
COMMONFUND STRATEGIC SOLUTIONS CORE REAL ESTATE FUND FMV 9,816,543 9,816,543
COMMONFUND REAL ESTATE & INFRASTRUCTURE OPP FD III FMV 1,216,386 1,216,386
COMMONFUND PRIVATE CREDIT FUND III LP FMV 1,913,666 1,913,666
COMMONFUND INSTITUTIONAL HIGH QUALITY BOND FUND LLC FMV 22,734,649 22,734,649
COMMONFUND CAPITAL VENTURES PARTNERS XIV LP FMV 3,262,513 3,262,513
COMMONFUND CAPITAL VENTURE PARTNERS XV LP FMV 351,633 351,633
COMMONFUND CAPITAL SECONDARY PARTNERS IV LP FMV 2,620,722 2,620,722
CF STRATEGIC DIRECT SERIES LLC - CF CREDIT SERIES FMV 18,051,148 18,051,148
CF REIT PORTFOLIO LLC FMV 13,137,549 13,137,549

TY 2024 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 844,575 365,982 478,593  
DOORS, FRAMES, HARDWARE & STOREFRONS 204,512 88,621 115,891  
ELECTRICAL 496,821 161,467 335,354  
ELEVATOR 135,339 43,985 91,354  
FIRE SUPPRESSION 39,475 10,263 29,212  
FLOORING 172,126 172,126 0  
HVAC 215,468 93,371 122,097  
DRYWALL, PAINTING, SPECIALITIES, FURNISHINGS 470,339 152,860 317,479  
BUILDING MASONRY, METALS, SIDING, THERMAL PROT & CONCRETE 628,509 102,134 526,375  
SITE PAVING 147,177 119,581 27,596  
PLUMBING 211,601 68,770 142,831  
ROOFING 143,956 93,573 50,383  
SIGNAGE ALLOWANCE 1,241 806 435  
EARTHWORK/UTILITIES 383,595 99,744 283,851  
LANDSCAPING AND FENCING 42,985 27,942 15,043  
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 8,183 4,407  
ETHERNET SWITCH 5,656 5,656 0  
APPLIANCES 10,510 6,831 3,679  
MONITORING EQUIPMENT 14,070 14,070 0  
CURTAINS 9,317 9,317 0  
TELEVISIONS 7,562 7,562 0  
ICE MACHINE 4,790 3,114 1,676  
ART 10,364 6,735 3,629  
BEDS 38,711 25,162 13,549  
CHAIRS 11,770 5,102 6,668  
MEDIA CONSOLE 15,718 6,812 8,906  
NIGHT STANDS 9,983 4,328 5,655  
RECLINERS 27,003 17,551 9,452  
SOFA 19,417 10,517 8,900  
TABLES 17,602 7,626 9,976  
MIRRORS 5,710 3,712 1,998  
COMPUTERS, MONITORS, TV & MOUNTS FOR OFFICES X3 & BOARD ROOM 6,076 5,265 811  
NETWORK & FIREWALL 4,761 4,126 635  
OFFICE FURNITURE 64,109 39,686 24,423  
IT SWITCH FOR MASTERSON PLACE 6,081 3,344 2,737  
FOUNDATION EXPANSION FOR IT 9,958 5,312 4,646  
OFFICE FURNITURE - EXPANSION 1,789 682 1,107  
OFFICE FURNITURE - EXPANSION 24,695 8,526 16,169  
OFFICE REMODEL 17,000 10,389 6,611  


TY 2024 LegalFeesSchedule
Name:
NATRONA COLLECTIVE HEALTH TRUST
EIN:
83-0230808
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
LEGAL FEES 37,917 0   24,087


TY 2024 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 2024 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
ADVERTISEMENT 39,550 0   38,718
ALTERNATIVE INVESTMENT EXPENSES 0 1,789,292   0
BANK CHARGES 7,386 7,386   0
DUES & MEMBERSHIPS 21,965 0   23,695
FOOD & OPERATING SUPPLIES 20,601 0   21,699
HOUSEKEEPING & LAUNDRY 51,438 0   51,290
HR & PAYROLL SERVICES 17,665 0   16,854
INSURANCE EXPENSE 76,413 0   57,135
LICENSES & FEES 70,105 0   70,105
OFFICE SUPPLIES 4,570 0   5,393
OTHER EXPENSE 3,545 0   3,595
POSTAGE & FREIGHT 748 0   874
PROGRAMS 1,110,351 0   1,103,620
RECRUITMENT & DEVELOPMENT 24,869 0   25,058
REPAIRS & MAINTENANCE 10,626 0   10,891
SMALL EQUIPMENT 2,745 0   3,172


TY 2024 OtherIncomeSchedule2
Name:
NATRONA COLLECTIVE HEALTH TRUST
EIN:
83-0230808
Description Revenue And Expenses Per Books Net Investment Income Adjusted Net Income
ALTERNATIVE INVESTMENTS 0 10,590,264 0
MASTERSON PLACE RENT 167,048   167,048
SUBLEASE RENTAL 33,750 1,609 33,750


TY 2024 OtherIncreasesSchedule
Name:
NATRONA COLLECTIVE HEALTH TRUST
EIN:
83-0230808
Description Amount
UNREALIZED GAIN ON INVESTMENTS 23,015,662


TY 2024 OtherProfessionalFeesSchedule
Name:
NATRONA COLLECTIVE HEALTH TRUST
EIN:
83-0230808
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
INVESTMENT MANAGEMENT FEES 762,398 762,398   0
CONSULTING FEES 46,953 0   40,975
CONTRACT LABOR 475 0   738


TY 2024 TaxesSchedule
Name:
NATRONA COLLECTIVE HEALTH TRUST
EIN:
83-0230808
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
EXCISE TAX 200,020 0   0
FOREIGN TAX 0 145   0