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
WOLF CREEK CHARITABLE FOUNDATION
C/O BALDWIN FAMILY OFFICE
Number and street (or P.O. box number if mail is not delivered to street address)100 FOUR FALLS CORP CENTER 1-202
  Room/suite
City or town, state or province, country, and ZIP or foreign postal code
WEST CONSHOHOCKEN, PA19428
A Employer identification number

83-0310959
B Telephone number (see instructions)

(610) 260-1555
C 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$76,956,623J 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)  
2 Check right arrow.............
3 Interest on savings and temporary cash investments      
4 Dividends and interest from securities... 1,334,731 1,334,731  
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 7,066,606
b Gross sales price for all assets on line 6a 13,218,810
7 Capital gain net income (from Part IV, line 2)... 7,066,606
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
845,361 845,361  
12 Total. Add lines 1 through 11........ 9,246,698 9,246,698  
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 0 0   0
14 Other employee salaries and wages......        
15 Pension plans, employee benefits.......        
16a Legal fees (attach schedule).........        
b Accounting fees (attach schedule).......        
c Other professional fees (attach schedule).... Click to see attachment
List of Attached Documents:
// Content
315,621 306,742   8,879
17 Interest............... 555 555   0
18 Taxes (attach schedule) (see instructions)... Click to see attachment
List of Attached Documents:
// Content
97,171 41,071   0
19 Depreciation (attach schedule) and depletion...      
20 Occupancy..............        
21 Travel, conferences, and meetings.......        
22 Printing and publications..........        
23 Other expenses (attach schedule)....... Click to see attachment
List of Attached Documents:
// Content
310,505 310,505   0
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 723,852 658,873   8,879
25 Contributions, gifts, grants paid....... 7,160,000 7,160,000
26 Total expenses and disbursements. Add lines 24 and 25 7,883,852 658,873   7,168,879
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements 1,362,846
b Net investment income (if negative, enter -0-) 8,587,825
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............. 752,317 513,194 513,194
2 Savings and temporary cash investments......... 2,132,995 4,843,523 4,830,344
3 Accounts receivable right arrow  
Less: allowance for doubtful accounts right arrow        
4 Pledges receivable right arrow  
Less: allowance for doubtful accounts right arrow        
5 Grants receivable.................      
6 Receivables due from officers, directors, trustees, and other
disqualified persons (attach schedule) (see instructions).....      
7 Other notes and loans receivable (attach schedule) right arrow  
Less: allowance for doubtful accounts right arrow        
8 Inventories for sale or use..............      
9 Prepaid expenses and deferred charges..........      
10a Investments—U.S. and state government obligations (attach schedule) 21,214,734 Click to see attachment
List of Attached Documents:
// Content
23,555,082 		22,681,492
b Investments—corporate stock (attach schedule)....... 7,914,841 Click to see attachment
List of Attached Documents:
// Content
7,103,114 		24,975,488
c Investments—corporate bonds (attach schedule)....... 5,209,549 Click to see attachment
List of Attached Documents:
// Content
2,705,088 		2,543,218
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).......... 14,271,238 Click to see attachment
List of Attached Documents:
// Content
14,138,519 		21,412,887
14 Land, buildings, and equipment: basis right arrow  
Less: accumulated depreciation (attach schedule) right arrow        
15 Other assets (describe right arrow)      
16 Total assets (to be completed by all filers—see the
instructions. Also, see page 1, item I) 51,495,674 52,858,520 76,956,623
Liabilities 17 Accounts payable and accrued expenses..........    
18 Grants payable.................    
19 Deferred revenue.................    
20 Loans from officers, directors, trustees, and other disqualified persons    
21 Mortgages and other notes payable (attach schedule)......    
22 Other liabilities (describe right arrow)    
23 Total liabilities (add lines 17 through 22)......... 0 0
Net Assets or Fund Balances Foundations that follow FASB ASC 958, check here right arrow
and complete lines 24, 25, 29 and 30.
24 Net assets without donor restrictions...........    
25 Net assets with donor restrictions............    
Foundations that do not follow FASB ASC 958, check here right arrow
and complete lines 26 through 30.
26 Capital stock, trust principal, or current funds........ 63,624,400 63,624,400
27 Paid-in or capital surplus, or land, bldg., and equipment fund 0 0
28 Retained earnings, accumulated income, endowment, or other funds -12,128,726 -10,765,880
29 Total net assets or fund balances (see instructions)..... 51,495,674 52,858,520
30 Total liabilities and net assets/fund balances (see instructions). 51,495,674 52,858,520
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
51,495,674
2
Enter amount from Part I, line 27a .....................
2
1,362,846
3
Other increases not included in line 2 (itemize) right arrow
3
0
4
Add lines 1, 2, and 3 ..........................
4
52,858,520
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
52,858,520
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 CHARLES SCHWAB & CO (PUBLICLY TRADED SECURITIES) PATHSTONE      
b CHARLES SCHWAB & CO (PUBLICLY TRADED SECURITIES) PATHSTONE      
c CHARLES SCHWAB & CO (PUBLICLY TRADED SECURITIES) PATHSTONE      
d CHARLES SCHWAB & CO (PUBLICLY TRADED SECURITIES) BIM      
e CHARLES SCHWAB & CO (PUBLICLY TRADED SECURITIES) BIM      
CHARLES SCHWAB & CO (PUBLICLY TRADED SECURITIES) BIM      
VITTORIA FUND (PASSTHROUGH ON K-1)      
PLEIADES INVESTMENT PARTNERS LP (PASSTHROUGH FROM K-1)      
BROOKFIELD RENEWABLE PARTNERES K-1      
CHARLES SCHWAB & CO (PUBLICLY TRADED SECURITIES) BIM      
CAPITAL GAINS DIVIDENDS P    
(e)
Gross sales price 		(f)
Depreciation allowed
(or allowable) 		(g)
Cost or other basis
plus expense of sale 		(h)
Gain or (loss)
(e) plus (f) minus (g)
a 60,780   55,462 5,318
b 4,035,598   4,036,683 -1,085
c 2,393,322   465,821 1,927,501
d 354,230   312,935 41,295
e 2,943,349   1,105,659 1,837,690
3,404,786   678,522 2,726,264
      486,324
      6,541
      10,013
26,111     26,111
634     634
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       5,318
b       -1,085
c       1,927,501
d       41,295
e       1,837,690
      2,726,264
      486,324
      6,541
      10,013
      26,111
      634
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 7,066,606
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) 1 119,371
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........................... 3 119,371
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- ..... 5 119,371
6 Credits/Payments:
a 2024 estimated tax payments and 2023 overpayment credited to 2024 6a 57,480
b Exempt foreign organizations—tax withheld at source...... 6b 0
c Tax paid with application for extension of time to file (Form 8868)... 6c 62,520
d Backup withholding erroneously withheld .......... 6d 0
7 Total credits and payments. Add lines 6a through 6d.............. 7 120,000
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 0
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 10 629
11 Enter the amount of line 10 to be: Credited to 2025 estimated taxright arrow629 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
 
No
Website addressright arrowWWW.WOLFCREEKFOUNDATION.ORG
14
The books are in care ofright arrowBALDWIN FAMILY OFFICE LLC Telephone no.right arrow (610) 260-1555

Located atright arrow1001 CONSHOHOCKEN STATE RD SUITE1-202WEST CONSHOHOCKENPA ZIP+4right arrow19428
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
ROBERT BERRY TRUSTEE
20.00 		0 0 0
1122 SOLDIER CREEK ROAD
WOLF,WY82844
2 Compensation of five highest-paid employees (other than those included on line 1—see instructions). If none, enter “NONE."
(a) Name and address of each employee paid more than $50,000 (b) Title, and average
hours per week
devoted to position 		(c) Compensation (d) Contributions to
employee benefit
plans and deferred
compensation 		(e) Expense account,
other allowances
NONE
Total number of other employees paid over $50,000...................right arrow 0
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
VERITABLE LP INVESTMENT MANAGEMENT 158,089
6022 WEST CHESTER PIKE
NEWTOWN SQUARE,PA19073
BALDWIN INVESTMENT MANAGEMENT LLC INVESTMENT MANAGEMENT 132,330
1001 CONSHOHOCKEN STATE ROAD SUITE
1-202
WEST CONSHOHOCKEN,PA19428
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
76,818,137
b
Average of monthly cash balances.......................
1b
2,872,140
c
Fair market value of all other assets (see instructions)................
1c
0
d
Total (add lines 1a, b, and c).........................
1d
79,690,277
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
79,690,277
4
Cash deemed held for charitable activities. Enter 1.5% (0.015) of line 3 (for greater amount, see
instructions) .............................
4
1,195,354
5
Net value of noncharitable-use assets. Subtract line 4 from line 3. ............
5
78,494,923
6
Minimum investment return. Enter 5% (0.05) of line 5................
6
3,924,746
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
3,924,746
2a
Tax on investment income for 2024 from Part V, line 5 .......
2a
119,371
b
Income tax for 2024. (This does not include the tax from Part V.) ...
2b
21,129
c
Add lines 2a and 2b............................
2c
140,500
3
Distributable amount before adjustments. Subtract line 2c from line 1............
3
3,784,246
4
Recoveries of amounts treated as qualifying distributions................
4
10,000
5
Add lines 3 and 4............................
5
3,794,246
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
3,794,246
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
7,168,879
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
7,168,879
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 3,794,246
2 Undistributed income, if any, as of the end of 2024:
a Enter amount for 2023 only....... 0
b Total for prior years:20 , 20, 20 0
3 Excess distributions carryover, if any, to 2024:
a From 2019......  
b From 2020...... 473,197
c From 2021...... 5,009,923
d From 2022...... 739,158
e From 2023...... 2,170,915
f Total of lines 3a through e ........ 8,393,193
4Qualifying distributions for 2024 from Part
XI, line 4: right arrow$ 7,168,879
a Applied to 2023, but not more than line 2a 0
b Applied to undistributed income of prior years
(Election required—see instructions)..... 		0
c Treated as distributions out of corpus (Election
required—see instructions)........ 		0
d Applied to 2024 distributable amount..... 3,794,246
e Remaining amount distributed out of corpus 3,374,633
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 11,767,826
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 ...... 		11,767,826
10 Analysis of line 9:
a Excess from 2020.... 473,197
b Excess from 2021.... 5,009,923
c Excess from 2022.... 739,158
d Excess from 2023.... 2,170,915
e Excess from 2024.... 3,374,633
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

ADVOCACY & RESOURCE CENTER

PO BOX 581
SHERIDAN,WY82801 		  PC UNRESTRICTED 5,000

AMERICAN BIRD CONSERVANCY

PO BOX 249
THE PLAINS,VA20198 		  PC UNRESTRICTED 250,000

AMERICAN RIVERS

1101 14TH STREET NW NO 1400
WASHINGTON,DC20005 		  PC UNRESTRICTED 20,000

AMERICAN TINNITUS ASSOCIATION

DEPT 4049
WASHINGTON,DC20042 		  PC UNRESTRICTED 10,000

AUDUBON ROCKIES

105 W MOUNTAIN AVE
FORT COLLINS,CO80524 		  PC RESTRICTED - WY NATURALISTS 15,000

BIGHORN AUDUBON SOCIETY

PO BOX 535
SHERIDAN,WY82801 		  PC UNRESTRICTED 10,000

BUFFALO BILL CENTER OF THE WEST

720 SHERIDAN AVE
CODY,WY82414 		  PC UNRESTRICTED 5,000

CHILD DEVELOPMENT CENTER

345 SOUTH LINDEN AVENUE
SHERIDAN,WY82801 		  PC UNRESTRICTED 5,000

CITY OF SHERIDAN FIRE DEPARTMENT

212 E WORKS STREET
SHERIDAN,WY82801 		  PC UNRESTRICTED 5,000

CLL GLOBAL RESEARCH FOUNDATION

1515 HOLCOMBE BLVD UNIT 428
HOUSTON,TX77030 		  PC UNRESTRICTED 2,000,000

COMMUNITY CLOUD FOREST CONSERVATION

3059 HAMPSHIRE BLVD SE
GRAND RAPIDS,MI49506 		  PC UNRESTRICTED 10,000

COMMUNITY CLOUD FOREST CONSERVATION

3059 HAMPSHIRE BLVD SE
GRAND RAPIDS,MI49506 		  PC UNRESTRICTED 10,000

CORNELL LABORATORY OF ORNITHOLOGY

C/O P H BARTELS 289 GREENWICH AVE
GREENWICH,CT06830 		  PC UNRESTRICTED 2,000,000

DAYTON FIRE DEPARTMENT

PO BOX 396
DAYTON,WY82836 		  PC UNRESTRICTED 5,000

DEEP PORTAGE FOUNDATION

2197 NATURE CENTER DRIVE NW
HACKENSACK,MN56452 		  PC UNRESTRICTED 10,000

DELTA WATERFOWL FOUNDATION

PO BOX 3128
BISMARK,ND58502 		  PC UNRESTRICTED 10,000

EARTHSCAN ASSATEAGUE

10959 WORCHESTER HWY
BERLIN,MD21842 		  PC TRAPPING 15,000

FARES

JONES BRANCH DRIVE
MCLEAN,VA22102 		  PC INCUBATOR BASIN 200,000

GM SUTTON AVIAN RESEARCH CENTER

PO BOX 2007
BARTLESVILLE,OK74005 		  PC UNRESTRICTED 25,000

GARY SINISE FOUNDATION

1901 AVENUE OF THE ARTS NO 1050
LOS ANGELES,CA90067 		  PC UNRESTRICTED 500,000

HAVERFORD SCHOOL

450 LANCASTER AVE
HAVERFORD,PA19041 		  PC UNRESTRICTED 5,000

HAWK MOUNTAIN SANCTUARY ASSOC

1700 HAWK MOUNTAIN ROAD
KEMPTON,PA19520 		  PC UNRESTRICTED 50,000

HIGH ARTIC INSTITUTE

603 10TH AVE
ORION,IL61273 		  PC UNRESTRICTED 30,000

INTERNATIONAL CRANE FOUNDATION

E11376 SHADY LANE ROAD
BARABOO,WI53913 		  PC UNRESTRICTED 25,000

ISLAND CONSERVATION

2100 DELAWARE AVE NO 1
SANTA CRUZ,CA95060 		  PC UNRESTRICTED 50,000

LAND TRUST ALLIANCE

1250 H STREET NW SUITE 600
WASHINGTON,DC20005 		  PC UNRESTRICTED 50,000

MACAL RAPTOR CENTER & AVIAN SANCTURARY

119 CHAPEL HILL
DOUBLE OAK,TX75077 		  PC UNRESTRICTED 40,000

NORTH AMERICAN GROUSE PARTNERSHIP

11 BEAVERTAIL ROAD
RED LODGE,MT59068 		  PC UNRESTRICTED 50,000

NORTH AMERICAN GROUSE PARTNERSHIP

11 BEAVERTAIL ROAD
RED LODGE,MT59068 		  PC UNRESTRICTED 20,000

PHEASANTS FOREVER

1783 BOERELE CIRCLE
ST PAUL,MN55110 		  PC UNRESTRICTED 5,000

POWDER RIVER BASIN RESOURCE COUNCIL

934 N MAIN STREET
SHERIDAN,WY82801 		  PC UNRESTRICTED 20,000

RAINFOREST TRUST

7078 AIRLIE ROAD
WARRENTON,VA20187 		  PC UNRESTRICTED 25,000

RANCHESTER FIRE DEPARTMENT

PO BOX 477
RANCHESTER,WY82839 		  PC UNRESTRICTED 5,000

RAPTOR RESEARCH FOUNDATION

P O BOX 4444
TOPEKA,KS66604 		  PC UNRESTRICTED 20,000

RESEARCH TO PREVENT BLINDNESS

360 LEXINGTON AVE
NEW YORK,NY10017 		  PC UNRESTRICTED 10,000

ROGER TORY PETERSON INSTITUTE

311 CURTIS STREET
JAMESTOWN,NY14701 		  PC UNRESTRICTED 5,000

SCIENCE KIDS

1081 AIRPORT ROAD
SHERIDAN,WY82801 		  PC UNRESTRICTED 30,000

SHERIDAN ARTISTS GUILD ET AL

245 BROADWAY STREET
SHERIDAN,WY82801 		  PC UNRESTRICTED 10,000

SHERIDAN CNTY YMCA

417 N JEFFERSON STREET
SHERIDAN,WY82801 		  PC UNRESTRICTED 10,000

SHERIDAN CO MEMORIAL HOSPITAL FDN

PO BOX 391
SHERIDAN,WY82801 		  PC UNRESTRICTED 50,000

SHERIDAN COLLEGE FOUNDATION

PO BOX 6328
SHERIDAN,WY82801 		  PC UNRESTRICTED 10,000

SHERIDAN COMMUNITY LAND TRUST

PO BOX 7185
SHERIDAN,WY82801 		  PC UNRESTRICTED 10,000

SHERIDAN COUNTY LIBRARY FOUNDATION

335 W ALGER STREET
SHERIDAN,WY82801 		  PC UNRESTRICTED 10,000

SHRINERS HOSPITAL FOR CHILDREN

2900 N ROCKY POINT DR
TAMPA,FL33607 		  PC UNRESTRICTED 200,000

ST JUDE CHILDREN'S RESEARCH HOSPITAL

262 DANNY THOMAS PLACE
MEMPHIS,TN38105 		  PC UNRESTRICTED 500,000

THE ARCHIVES OF FALCONRY

5668 W FLYING HAWK LANE
BOISE,ID83709 		  PC UNRESTRICTED 400,000

TETON RAPTOR CENTER

PO BOX 1805
WILSON,WY83014 		  PC UNRESTRICTED 25,000

THE BRINTON MUSEUM

P O BOX 460
BIG HORN,WY82833 		  PC UNRESTRICTED 50,000

THE HUB ON SMITH

211 SMITH STREET
SHERIDAN,WY82801 		  PC UNRESTRICTED 20,000

THE NATURE CONSERVANCY-WY

4245 N FAIRFAX DRIVE SUITE 100
ARLINGTON,VA22203 		  PC UNRESTRICTED 25,000

THE NATURE CONSERVANCY-WY

4245 N FAIRFAX DRIVE SUITE 100
ARLINGTON,VA22203 		  PC UNRESTRICTED 10,000

THE PEREGRINE FUND INC

5668 W FLYING HAWK LANE
BOISE,ID83709 		  PC $50,000 RESTRICTED TO OBF PROJECT AND BLANCE TO TAF FOR UNPAID ACCT 100,000

THE RAPTOR CENTER

1920 FITCH AVE
ST PAUL,MN55108 		  PC RESTRICTED - REDIG CHAIR 50,000

THE SUSAN G KOMEN BREAST CANCER FDN

13770 NOEL ROAD SUITE 801889
DALLAS,TX75380 		  PC UNRESTRICTED 10,000

WESTERN LANDOWNER'S ALLIANCE

PO BOX 6278
SANTA FE,NM87502 		  PC UNRESTRICTED 25,000

WY STOCK GROWERS AGRICULTURAL LAND TRUST

42 N MAIN ST
SHERIDAN,WY82801 		  PC UNRESTRICTED 50,000

WYO THEATER

PO BOX 528
SHERIDAN,WY82801 		  PC UNRESTRICTED 25,000

WYOMING FOOD BANK OF THE ROCKIES

10700 E 45TH AVENUE
DENVER,CO80239 		  PC UNRESTRICTED 10,000

WYOMING WILDERNESS ASSOCIATION

PO BOX 6588
SHERIDAN,WY82801 		  PC UNRESTRICTED 5,000

YELLOWSTONE VALLEY AUDUBON SOCIETY

610 INDIAN TRAIL
BILLINGS,MT59105 		  PC RESTRICTED - OSPREY WORK 5,000
Total .................................right arrow 3a 7,160,000
bApproved for future payment
Total ................................. right arrow 3b 0
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 ........... 		         
4 Dividends and interest from securities ....     14 1,334,731  
5 Net rental income or (loss) from real estate:
aDebt-financed property......          
bNot debt-financed property.....          
6 Net rental income or (loss) from personal property          
7 Other investment income .....     14 845,361  
8 Gain or (loss) from sales of assets other than
inventory ............ 		    26 7,066,606  
9 Net income or (loss) from special events:          
10 Gross profit or (loss) from sales of inventory          
11 Other revenue:
a
b
c
d
e
12 Subtotal. Add columns (b), (d), and (e) .. 0 9,246,698 0
13Total. Add line 12, columns (b), (d), and (e)..................
13
9,246,698
(See worksheet in line 13 instructions to verify calculations.)
Part XV-B
Relationship of Activities to the Accomplishment of Exempt Purposes
Line No.
DownArrow 		Explain below how each activity for which income is reported in column (e) of Part XV-A contributed importantly to
the accomplishment of the foundation’s exempt purposes (other than by providing funds for such purposes). (See
instructions.)
Form 990-PF (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

TY 2024 InvestmentsCorpBondsSchedule
Name:
WOLF CREEK CHARITABLE FOUNDATION
 
C/O BALDWIN FAMILY OFFICE
EIN:
83-0310959
Name of Bond End of Year Book Value End of Year Fair Market Value
BERKSHIRE HATHAWAY FIN NC DUE 03-15-2026 3.125% 750000PV 834,040 738,460
JOHNSON & JOHNSON DUE 03-01-26 2.450% - 500000PV 492,980 488,961
JOHNSON & JOHNSON DUE 09-01-2030 1.300% - 400000PV 382,278 333,896
PROCTER & GAMBLE DUE 02-02-26 2.700% - 1000000PV 995,790 981,901

TY 2024 InvestmentsCorpStockSchedule
Name:
WOLF CREEK CHARITABLE FOUNDATION
 
C/O BALDWIN FAMILY OFFICE
EIN:
83-0310959
Name of Stock End of Year Book Value End of Year Fair Market Value
ABBOTT LABORATORIES - 2432 SHARES 58,537 275,084
ABBVIE INC. - 2863 SHARES 111,496 508,755
ACCENTURE PLC - 2030 SHARES 63,752 714,134
ADOBE SYSTEMS INC. - 914 SHARES 34,643 406,438
ALPHABET INC. CLASS A - 2924 SHARES 61,798 553,513
ALPHABET INC. CLASS C - 2437 SHARES 25,291 464,102
AMAZON.COM - 3249 SHARES 29,877 712,798
APPLE INC - 4061 SHARES 4,665 1,016,956
ARES CAPITAL CORP - 4061 SHARES 89,463 88,895
AUTODESK INC - 569 SHARES 120,412 168,179
AXALTA COATING STS LTD - 2454 SHARES 88,172 83,976
BAKER HUGHES CO - 3655 SHARES 114,616 149,928
BENTLEY STS INC - 2843 SHARES 145,021 132,768
BLACKROCK INC. - 487 SHARES 181,424 499,229
BLACKSTONE GROUP INC - 3249 SHARES 48,967 560,193
BORGWARNER INC - 2538 SHARES 81,838 80,683
BROADCOM LIMITED - 7586 SHARES 132,613 1,758,738
CATERPILLAR INC - 467 SHARES 120,473 169,409
CHUBB LIMITED - 1624 SHARES 114,890 448,711
COMCAST CORP. CL. A - 4223 SHARES 161,066 158,489
CONSTELLATION BRANDS INC - A - 857 SHARES 156,652 189,397
COSTCO WHOLESALE CORP. - 975 SHARES 92,211 893,363
DANAHER CORP. - 2193 SHARES 55,022 503,403
DIAMONDBACK ENERGY - 1017 SHARES 164,293 166,615
DUKE ENERGY CORP. - 1267 SHARES 52,333 136,507
ELI LILLY AND CO - 158 SHARES 120,322 121,986
EXPAND ENERGY CORP - 1218 SHARES 110,920 121,252
EXXON MOBIL CORP - 1242 SHARES 121,927 133,602
FIRST SOLAR INC. - 1624 SHARES 128,944 286,214
FORTIVE CORPORATION - 2761 SHARES 89,217 207,075
FREEPORT-MCMORAN COPPER & GOLD - 3167 SHARES 116,096 120,599
GOLDMAN SACHS GROUP INC. - 893 SHARES 191,690 511,350
GXO LOGISTICS, INC. - 1391 SHARES 52,840 60,509
HOME DEPOT - 1299 SHARES 188,650 505,298
HONEYWELL INTERNATIONAL - 569 SHARES 118,326 128,531
INTUITIVE SURGICAL INC - 304 SHARES 119,212 158,676
JP MORGAN CHASE - 3249 SHARES 126,338 778,718
LAM RESEARCH CORP. - 9666 SHARES 126,906 698,175
LINDE PLC - 1218 SHARES 199,082 509,940
MICROSOFT CORP. - 812 SHARES 38,611 342,258
MONDELEZ INTERNATIONAL INC - 3249 SHARES 82,265 194,063
NEXTERA ENERGY - 2193 SHARES 161,916 157,216
NIKE INC CL. B - 4061 SHARES 65,272 307,296
NVIDIA CORP. - 12995 SHARES 80,438 1,745,099
NXP SEMICONDUCTORS NV - 812 SHARES 81,019 168,774
PALO ALTO NETWORKS - 1463 SHARES 106,673 266,207
ROCKWELL AUTOMATION - 406 SHARES 123,135 116,031
RTX CORP - 2275 SHARES 163,524 263,263
S&P GLOBAL INC - 304 SHARES 119,538 151,401
SHELL PLC - 3043 SHARES 173,690 190,644
SOUTHERN CO - 1583 SHARES 122,572 130,313
STARBUCKS CORP. - 1665 SHARES 99,559 151,931
SYNOPSYS INC - 295 SHARES 149,710 143,181
THERMO FISHER SCIENTIFIC NC - 975 SHARES 57,930 507,224
T-MOBILE US - 812 SHARES 114,305 179,233
ULTA SALON COSMETICS & FRAGRANCE INC - 487 SHARES 115,496 211,811
UNION PACIFIC CORP. - 1624 SHARES 41,433 370,337
UNITEDHEALTH GROUP - 285 SHARES 83,421 144,170
VERALTO ORD WI - 731 SHARES 7,262 74,452
VERTEX PHARMACEUTICALS INC - 569 SHARES 121,173 229,136
VERTIV HLDGS CO - 1776 SHARES 121,128 201,771
VISA INC. - CLASS A SHARES - 2437 SHARES 50,891 770,189
VONTIER CORP - 1105 SHARES 15,454 40,299
YUM! BRANDS INC. - 3249 SHARES 93,990 435,886
ZOETIS INC. - 1624 SHARES 51,540 264,598
VANGUARD VALUE INDEXFUND ADMIRAL SHARES - 30837.63 SHARES 541,174 2,036,517

TY 2024 InvestmentsGovtObligationsSch
Name:
WOLF CREEK CHARITABLE FOUNDATION
 
C/O BALDWIN FAMILY OFFICE
EIN:
83-0310959
US Government Securities - End of Year Book Value:

11,798,245
US Government Securities - End of Year Fair Market Value:

11,765,985
State & Local Government Securities - End of Year Book Value:


11,756,837
State & Local Government Securities - End of Year Fair Market Value:


10,915,507


TY 2024 InvestmentsOtherSchedule2
Name:
WOLF CREEK CHARITABLE FOUNDATION
 
C/O BALDWIN FAMILY OFFICE
EIN:
83-0310959
Category/ Item Listed at Cost or FMV Book Value End of Year Fair Market Value
AMERICAN TOWER REIT INC. - 1624 SHARES AT COST 69,829 297,858
BROOKFIELD RENEWABLE ENERGY PARTNERS LP INC. - 5198 SHARES AT COST 88,280 118,462
ENTERPRISE PRODUCTS PARTNERS - 5035 SHARES AT COST 20,801 157,898
PROLOGIS INC - 1645 SHARES AT COST 42,951 173,877
ISHARES RUSSELL 2000 INDEX - 7685 SHARES AT COST 340,061 1,698,078
ISHARES S&P 500/BARRA - 11433 SHARES AT COST 695,469 2,182,331
PLEIADES INVESTMENT PARTNERS LP - 151639 SHARES AT COST 2,400,455 2,641,233
SPDR S&P MID-CAP 400 ETF - 7379 SHARES AT COST 500,905 4,202,931
THE VITTORIA FUND L.P. - 447976 SHARES AT COST 9,979,768 9,940,219

TY 2024 OtherExpensesSchedule
Name:
WOLF CREEK CHARITABLE FOUNDATION
 
C/O BALDWIN FAMILY OFFICE
EIN:
83-0310959
Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
PASSTHROUGH FROM PLEIADES INVESTMENT PARTNERS, L.P. 34,018 34,018   0
VITTORIA FUND, LP (K-1 PASSTHROUGH) 274,111 274,111   0
PASSTHROUGH FROM BROOKFIELD ENERGY PARTNERS K-1 875 875   0
PASSTHROUGH FROM ENTERPRISE PRODUCTS PARTNERS K-1 973 973   0
BANK FEES 238 238   0
OFFICE EXPENSES 290 290   0


TY 2024 OtherIncomeSchedule2
Name:
WOLF CREEK CHARITABLE FOUNDATION
 
C/O BALDWIN FAMILY OFFICE
EIN:
83-0310959
Description Revenue And Expenses Per Books Net Investment Income Adjusted Net Income
VITTORIA FUND, LP (K-1 PASSTHROUGH) 636,659 636,659 636,659
PLEIADES INVESTMENT PARTNERSLP (K-1 PASSTHROUGH) 208,702 208,702 208,702


TY 2024 OtherProfessionalFeesSchedule
Name:
WOLF CREEK CHARITABLE FOUNDATION
 
C/O BALDWIN FAMILY OFFICE
EIN:
83-0310959
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
INVESTMENT CONSULTANT 16,000 16,000   0
VERITABLE LP 158,089 158,089   0
BALDWIN INVESTMENT MANAGEMENT LLC 132,330 132,330   0
ADR FEES 323 323   0
BIRD SURVEY 8,879 0   8,879


TY 2024 TaxesSchedule
Name:
WOLF CREEK CHARITABLE FOUNDATION
 
C/O BALDWIN FAMILY OFFICE
EIN:
83-0310959
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
FOREIGN TAXES - THE VITTORIA FUND 30,878 30,878   0
FOREIGN TAXES - PLEIADES 260 260   0
CHARLES SCHWAB & CO FOREIGN TAXES ACCT 3075 9,933 9,933   0
CHARLES SCHWAB & CO FOREIGN TAXES ACCT 5952 0 0   0
EXCISE TAX AND UBIT 56,100 0   0