Form990-PF

Department of the Treasury
Internal Revenue Service

Return of Private Foundation
or Section 4947(a)(1) Trust Treated as Private Foundation
Do not enter social security numbers on this form as it may be made public.
Go to www.irs.gov/Form990PF for instructions and the latest information.
OMB No. 1545-0047
2025
Open to Public Inspection
For calendar year 2025, or tax year beginning 01 - 01 2025, and ending 12 - 31, 20 25
Name of foundation
THE SAM R RATCLIFF CHARITABLE
FOUNDATION
Number and street (or P.O. box number if mail is not delivered to street address) PO BOX 2306
  Room/suite
City or town
GILLETTE
State or province
WY
Country  
ZIP or foreign postal code
827172306
A Employer identification number

41-2094781
B Telephone number (see instructions)

3076874479
C
G Check all that apply:

D 1. Foreign organizations, check here.............
2. Foreign organizations meeting the 85%
test, check here and attach computation ...
E
H Check type of organization:
F
I Fair market value of all assets at end
of year (from Part II, col. (c),
line 16)$2,122,457J 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 .................
3 Interest on savings and temporary cash investments 101 101  
4 Dividends and interest from securities... 206,691 206,691  
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 Click to see attachment
List of Attached Documents:
// Content
21,251
b Gross sales price for all assets on line 6a 320,364
7 Capital gain net income (from Part IV, line 2)... 1,700
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
81,077 81,077  
12 Total. Add lines 1 through 11........ 309,120 289,569  
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 2,400      
14 Other employee salaries and wages......        
15 Pension plans, employee benefits.......        
16a Legal fees (attach schedule)......... Click to see attachment
List of Attached Documents:
// Content
1,080 1,080    
b Accounting fees (attach schedule)....... Click to see attachment
List of Attached Documents:
// Content
2,900 2,900    
c Other professional fees (attach schedule).... Click to see attachment
List of Attached Documents:
// Content
28,454 28,454    
17 Interest...............        
18 Taxes (attach schedule) (see instructions)... Click to see attachment
List of Attached Documents:
// Content
10,785 10,785    
19 Depreciation (attach schedule) and depletion...      
20 Occupancy..............        
21 Travel, conferences, and meetings.......        
22 Printing and publications.......... 377     377
23 Other expenses (attach schedule)....... Click to see attachment
List of Attached Documents:
// Content
10,335 7,518   2,817
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 56,331 50,737   3,194
25 Contributions, gifts, grants paid....... 128,875 128,875
26 Total expenses and disbursements. Add lines 24 and 25 ................ 185,206 50,737   132,069
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements 123,914
b Net investment income (if negative, enter -0-) 238,832
c Adjusted net income (if negative, enter -0-)...  
For Paperwork Reduction Act Notice, see instructions.
Cat. No. 11289X Form 990-PF (2025)
Form 990-PF (2025)
Page 2
Part II Balance Sheets Attached schedules and amounts in the description column
should be for end-of-year amounts only. (See instructions.) 		Beginning of year End of year
(a) Book Value (b) Book Value (c) Fair Market Value
Assets 1 Cash—non-interest-bearing.............      
2 Savings and temporary cash investments......... 53,884 56,623 56,623
3 Accounts receivable  
Less: allowance for doubtful accounts        
4 Pledges receivable  
Less: allowance for doubtful accounts        
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)  
Less: allowance for doubtful accounts        
8 Inventories for sale or use..............      
9 Prepaid expenses and deferred charges..........      
10a Investments—U.S. and state government obligations (attach schedule)      
b Investments—corporate stock (attach schedule).......      
c Investments—corporate bonds (attach schedule).......      
11 Investments—land, buildings, and equipment: basis  
Less: accumulated depreciation (attach schedule)        
12 Investments—mortgage loans.............      
13 Investments—other (attach schedule).......... 1,472,714 Click to see attachment
List of Attached Documents:
// Content
1,592,082 		1,902,212
14 Land, buildings, and equipment: basis  
Less: accumulated depreciation (attach schedule)        
15 Other assets (describe ) Click to see attachment
List of Attached Documents:
// Content
16,166 		Click to see attachment
List of Attached Documents:
// Content
17,973 		Click to see attachment
List of Attached Documents:
// Content
163,622
16 Total assets (to be completed by all filers—see the
instructions. Also, see page 1, item I) 1,542,764 1,666,678 2,122,457
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 )    
23 Total liabilities (add lines 17 through 22).........   0
Net Assets or Fund Balances Foundations that follow FASB ASC 958, check here
and complete lines 24, 25, 29 and 30.
24 Net assets without donor restrictions........... 1,542,764 1,666,678
25 Net assets with donor restrictions............    
Foundations that do not follow FASB ASC 958, check here
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)..... 1,542,764 1,666,678
30 Total liabilities and net assets/fund balances (see instructions). 1,542,764 1,666,678
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
1,542,764
2
Enter amount from Part I, line 27a .....................
2
123,914
3
Other increases not included in line 2 (itemize)
3
 
4
Add lines 1, 2, and 3 ..........................
4
1,666,678
5
Decreases not included in line 2 (itemize)
5
 
6
Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, line 29, column (b) ..
6
1,666,678
Form 990-PF (2025)
Form 990-PF (2025)
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.)
1a
b
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
b
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
b
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 1,700
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 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 3,320
b All other domestic foundations enter 1.39% (0.0139) of line 27b. Exempt foreign organizations enter 4% (0.04) of Part I, line 12, col. (b)
2 Tax under section 511 (domestic section 4947(a)(1) trusts and taxable foundations only. Others enter -0-) 2  
3 Add lines 1 and 2........................... 3 3,320
4 Subtitle A (income) tax (domestic section 4947(a)(1) trusts and taxable foundations only. Others enter -0-) 4  
5 Tax based on investment income. Subtract line 4 from line 3. If zero or less, enter -0- ..... 5 3,320
6 Credits/Payments:
a 2025 estimated tax payments and 2024 overpayment credited to 2025 6a 3,520
b Exempt foreign organizations—tax withheld at source...... 6b  
c Tax paid with application for extension of time to file (Form 8868)... 6c  
d Backup withholding erroneously withheld .......... 6d  
7 Total credits and payments. Add lines 6a through 6d.............. 7 3,520
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 1
9 Tax due. If the total of lines 5 and 8 is more than line 7, enter amount owed....... 9  
10 Overpayment. If line 7 is more than the total of lines 5 and 8, enter the amount overpaid... 10 199
11 Enter the amount of line 10 to be: Credited to 2026 estimated tax199 Refunded 11  
For Refunded amount, also complete and attach Form 8050. See instructions.
Form 990-PF (2025)
Form 990-PF (2025)
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
 
 
d
Enter the amount (if any) of tax on political expenditures (section 4955) imposed during the year:
(1) On the foundation. $   (2) On foundation managers.$  
e
Enter the reimbursement (if any) paid by the foundation during the year for political expenditure tax imposed
on foundation managers.$  
2
Has the foundation engaged in any activities that have not previously been reported to the IRS?.......
2
 
No
If "Yes," attach a detailed description of the activities.
3
Has the foundation made any changes, not previously reported to the IRS, in its governing instrument, articles
of incorporation, or bylaws, or other similar instruments? If "Yes," attach a conformed copy of the changes....
3
 
No
4a
Did the foundation have unrelated business gross income of $1,000 or more during the year?.........
4a
 
No
b
If "Yes," has it filed a tax return on Form 990-T for this year?...................
4b
 
 
5
Was there a liquidation, termination, dissolution, or substantial contraction during the year?.........
5
 
No
If "Yes," attach the statement required by General Instruction T.
6
Are the requirements of section 508(e) (relating to sections 4941 through 4945) satisfied either:
round bullet By language in the governing instrument, or
round bullet By state legislation that effectively amends the governing instrument so that no mandatory directions
that conflict with the state law remain in the governing instrument? ................
6
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)
WY
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 2025 or the taxable year beginning in 2025? 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 addressN/A
14
The books are in care ofFIRST INTERSTATE BANK Telephone no. (307) 682-5144

Located at222 S GILLETTE AVENUEGILLETTEWY ZIP+482716
15
Section 4947(a)(1) nonexempt charitable trusts filing Form 990-PF in lieu of Form 1041 —check here .........
and enter the amount of tax-exempt interest received or accrued during the year ........
15
 
16 At any time during calendar year 2025, 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
Form 990-PF (2025)
Form 990-PF (2025)
Page 5
Part VI-B
Statements Regarding Activities for Which Form 4720 May Be Required
File Form 4720 if any item is checked in the "Yes" column, unless an exception applies.
Yes
No
1a
During the year did the foundation (either directly or indirectly):
(1) Engage in the sale or exchange, or leasing of property with a disqualified person? ...........
1a(1)
 
No
(2) Borrow money from, lend money to, or otherwise extend credit to (or accept it from)
a disqualified person? ..............................
1a(2)
 
No
(3) Furnish goods, services, or facilities to (or accept them from) a disqualified person? ...........
1a(3)
 
No
(4) Pay compensation to, or pay or reimburse the expenses of, a disqualified person? ............
1a(4)
 
No
(5) Transfer any income or assets to a disqualified person (or make any of either available
for the benefit or use of a disqualified person)? ......................
1a(5)
 
No
(6) Agree to pay money or property to a government official? (Exception. Check "No"
if the foundation agreed to make a grant to or to employ the official for a period
after termination of government service, if terminating within 90 days.) ...............
1a(6)
 
No
b
If any answer is "Yes" to 1a(1)–(6), did any of the acts fail to qualify under the exceptions described in Regulations
section 53.4941(d)-3 or in a current notice regarding disaster assistance? See instructions ..........
1b
 
 
c
Organizations relying on a current notice regarding disaster assistance check here ........
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 2025? .............
1d
 
 
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 2025, did the foundation have any undistributed income (Part XII, lines 6d
and 6e) for tax year(s) beginning before 2025?....................
2a
 
No
If "Yes," list the years 20, 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.
20, 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 2025 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 Form 4720, Schedule C, to determine
if the foundation had excess business holdings in 2025.).....................
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 2025? ..
4b
 
No
Form 990-PF (2025)
Form 990-PF (2025)
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 .........
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
PATSY L LARSON SECRETARY
5.00 		600 0 0
PO BOX 2306
GILLETTE,WY827172306
THOMAS E LUBNAU II CHAIR
2.00 		600 0 0
PO BOX 1028
GILLETTE,WY827171028
CHRIS FARE VICE PRESIDE
2.00 		600 0 0
2801 DOVE ROAD
GILLETTE,WY82718
JOHN MELGAARD JR DIRECTOR
2.00 		600 0 0
61 PRONGHORN MEADOW LANE
GILLETTE,WY82718
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...................  
Form 990-PF (2025)
Form 990-PF (2025)
Page 7
Part VII
Information About Officers, Directors, Trustees, Foundation Managers, Highly Paid Employees,
and Contractors (continued)
3 Five highest-paid independent contractors for professional services (see instructions). If none, enter "NONE".
(a) Name and address of each person paid more than $50,000 (b) Type of service (c) Compensation
NONE
Total number of others receiving over $50,000 for professional services.............right arrow  
Part VIII-A
Summary of Direct Charitable Activities
List the foundation’s four largest direct charitable activities during the tax year. Include relevant statistical information such as the number of organizations and other beneficiaries served, conferences convened, research papers produced, etc. Expenses
1 TO AID IN THE HIGHER EDUCATION OF CAMPBELL COUNTY, JOHNSON COUNTY, CROOK COUNTY OR WESTON COUNTY HIGH SCHOOL GRADUATES OR RESIDENTS THROUGH SCHOLARSHIPS OR NON-INTEREST BEARING LOANS FOR STUDENTS PURSUING A DEGREE THROUGH A COLLEGE OR UNIVERSITY; OR VOCATIONAL OR TRADE SCHOOLS. 128,875
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 N/A  
2  
All other program-related investments. See instructions.
3  
Total. Add lines 1 through 3.........................  
Form 990-PF (2025)
Form 990-PF (2025)
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
2,065,834
b
Average of monthly cash balances.......................
1b
56,622
c
Fair market value of all other assets (see instructions)................
1c
0
d
Total (add lines 1a, 1b, and 1c).......................
1d
2,122,456
e
Reduction claimed for blockage or other factors reported on lines 1a and
1c (attach detailed explanation) .............
1e
 
2
Acquisition indebtedness applicable to line 1 assets..................
2
 
3
Subtract line 2 from line 1d.........................
3
2,122,456
4
Cash deemed held for charitable activities. Enter 1.5% (0.015) of line 3 (for greater amount, see
instructions) .............................
4
31,837
5
Net value of noncharitable-use assets. Subtract line 4 from line 3. ............
5
2,090,619
6
Minimum investment return. Enter 5% (0.05) of line 5 ................
6
104,531
Part X
Distributable Amount (see instructions) (Section 4942(j)(3) and (j)(5) private operating foundations and certain foreign organizations check here and do not complete this part.)
1
Minimum investment return from Part IX, line 6..................
1
104,531
2a
Tax on investment income for 2025 from Part V, line 5 .......
2a
3,320
b
Income tax for 2025. (This does not include the tax from Part V.) ...
2b
 
c
Add lines 2a and 2b............................
2c
3,320
3
Distributable amount before adjustments. Subtract line 2c from line 1............
3
101,211
4
Recoveries of amounts treated as qualifying distributions................
4
 
5
Add lines 3 and 4............................
5
101,211
6
Deduction from distributable amount (see instructions) .................
6
 
7
Distributable amount as adjusted. Subtract line 6 from line 5. Enter here and on Part XII, line 1 ...
7
101,211
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, line 26, column (d) ..........
1a
132,069
b
Program-related investments—total from Part VIII-B..................
1b
 
2
Amounts paid to acquire assets used (or held for use) directly in carrying out charitable, etc.,
purposes...............................
2
 
3
Amounts set aside for specific charitable projects that satisfy the:
a
Suitability test (prior IRS approval required)....................
3a
 
b
Cash distribution test (attach the required schedule) .................
3b
 
4
Qualifying distributions. Add lines 1a through 3b. Enter here and on Part XII, line 4. .......
4
132,069
Form 990-PF (2025)
Form 990-PF (2025)
Page 9
Part XII
Undistributed Income (see instructions)
(a)
Corpus 		(b)
Years prior to 2024 		(c)
2024 		(d)
2025
1 Distributable amount for 2025 from Part X, line 7 101,211
2 Undistributed income, if any, as of the end of 2025:
a Enter amount for 2024 only.......  
b Total for prior years:20 , 20, 20  
3 Excess distributions carryover, if any, to 2025:
a From 2020...... 19,119
b From 2021...... 12,853
c From 2022...... 25,506
d From 2023......  
e From 2024...... 85,505
f Total of lines 3a through e ........ 142,983
4Qualifying distributions for 2025 from Part
XI, line 4: $ 132,069
a Applied to 2024, but not more than line 2a  
b Applied to undistributed income of prior years
(Election required—see instructions) ..... 		 
c Treated as distributions out of corpus (Election
required—see instructions) ........ 		 
d Applied to 2025 distributable amount..... 101,211
e Remaining amount distributed out of corpus 30,858
5 Excess distributions carryover applied to 2025.    
(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 5 173,841
b Prior years’ undistributed income. Subtract
line 4b from line 2b .......... 		 
c Enter the amount of prior years’ undistributed
income for which a notice of deficiency has
been issued, or on which the section 4942(a)
tax has been previously assessed...... 		 
d Subtract line 6c from line 6b. Taxable amount
—see instructions ........... 		 
e Undistributed income for 2024. Subtract line
4a from line 2a. Taxable amount—see
instructions ............. 		 
f Undistributed income for 2025. Subtract
lines 4d and 5 from line 1. This amount must
be distributed in 2026 .......... 		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) ....... 		 
8 Excess distributions carryover from 2020 not
applied on line 5 or line 7 (see instructions) ... 		19,119
9 Excess distributions carryover to 2026.
Subtract lines 7 and 8 from line 6a ...... 		154,722
10 Analysis of line 9:
a Excess from 2021 .... 12,853
b Excess from 2022 .... 25,506
c Excess from 2023 ....  
d Excess from 2024 .... 85,505
e Excess from 2025 .... 30,858
Form 990-PF (2025)
Form 990-PF (2025)
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 2025, enter the date of the ruling ......
 
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) 2025 (b) 2024 (c) 2023 (d) 2022
         
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, 3b, or 3c 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 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, 2b, 2c, and 2d. See instructions
aThe name, address, and telephone number or e-mail address of the person to whom applications should be addressed:
PATSY L LARSON
PO BOX 2306
GILLETTE,WY827172306
(307) 682-8334
bThe form in which applications should be submitted and information and materials they should include:
APPLICATIONS MUST BE SUBMITTED IN WRITTEN FORM.
cAny submission deadlines:
APPLICATION DEADLINE IS MARCH 1ST EACH YEAR
dAny restrictions or limitations on awards, such as by geographical areas, charitable fields, kinds of institutions, or other
factors:
MUST BE A RESIDENT OF THE COUNTIES WHICH QUALIFY FOR SCHOLARSHIPS AT LEAST 1 YEAR PRIOR TO FILING THE APPLICATION FOR AID OR BE A GRADUATE FROM HIGH SCHOOLS IN THOSE COUNTIES. AMOUNTS ARE TO BE USED FOR TUITION, TEXTBOOKS, INSTRUMENTS, TOOLS OR OTHER AIDS TO ENABLE APPLICANT TO ATTEND A VOCATIONAL SCHOOL OR TRADE SCHOOL. AID IS TO BE GRANTED ON THE BASIS OF NEED AND WORTHINESS AS ESTABLISHED BY THE BOARD OF TRUSTEES.
Form 990-PF (2025)
Form 990-PF (2025)
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
HUNTER BAILEY


4402 J CROSS AVENUE
GILLETTE,WY82718 		    SCHOLARSHIP 1,000
ADDISON BAKER


312 MONUMENT RD
BUFFALO,WY82834 		    SCHOLARSHIP 2,000
LILY BAKER


146 WARBONNET DR
BANNER,WY82832 		    SCHOLARSHIP 2,000
REECE BARRITT


252 N 7TH ST
LARAMIE,WY82072 		    SCHOLARSHIP 2,250
HAILEY BEASTROM


17 COUNTRYSIDE WAY
NEWCASTLE,WY82701 		    SCHOLARSHIP 2,000
KADE BENTON


107 STOCKYARD RD
BUFFALO,WY82834 		    SCHOLARSHIP 2,000
GAVIN BOHANON


4 DOLL HOUSE ST
ROZET,WY82727 		    SCHOLARSHIP 2,250
ASPEN BOWE


47 MAVERICK TRAIL
BUFFALO,WY82834 		    SCHOLARSHIP 2,000
BROGAN BYRAM


110 COYOTE COURT
BUFFALO,WY82834 		    SCHOLARSHIP 2,250
TAYLOR CRINKLAW


43 KENWOOD DR
NEWCASTLE,WY82701 		    SCHOLARSHIP 2,250
GRACIE DAVIS


PO BOX 491
SUNDANCE,WY82729 		    SCHOLARSHIP 2,000
ERIKA DIKE


325 MILLS AVE
GILLETTE,WY82718 		    SCHOLARSHIP 1,125
KAITLYN EVANS


539 TRABING RD
BUFFALO,WY82834 		    SCHOLARSHIP 2,000
HAYLEIGH FENNER


161 BERTHA RD
MOORCROFT,WY82721 		    SCHOLARSHIP 2,250
TALISSA FISCHBACH


PO BOX 638
MOORCROFT,WY82721 		    SCHOLARSHIP 2,250
JAMES FOSS


144 LITTLE FORK RD
BUFFALO,WY82834 		    SCHOLARSHIP 2,000
EMILY FOX


4506 ALEX WAY
GILLETTE,WY82718 		    SCHOLARSHIP 2,250
ELIZA FRIEDLY


953 SAKO DR
GILLETTE,WY82718 		    SCHOLARSHIP 2,250
ELIJAH GILL


PO BOX 1254
SUNDANCE,WY82729 		    SCHOLARSHIP 2,000
ANNA GROSS


1157 N BURRITT
BUFFALO,WY82834 		    SCHOLARSHIP 2,250
HAYES HAIAR


PO BOX 332
BEULAH,WY82712 		    SCHOLARSHIP 2,250
SYDNEY HALL


515 S PINNACLE DR
BUFFALO,WY82834 		    SCHOLARSHIP 2,250
ALYSSA HARCHARIK


4706 ALEX WAY
GILLETTE,WY82718 		    SCHOLARSHIP 2,250
JAYDE HARRINGTON


208 WINTHROP
NEWCASTLE,WY82701 		    SCHOLARSHIP 2,250
KYLEE HART


244 E FOOTE ST
BUFFALO,WY82834 		    SCHOLARSHIP 2,000
ADDISON HEIN


PO BOX 165
BUFFALO,WY82834 		    SCHOLARSHIP 2,000
ERIN HOUSEMAN


911 DELAWARE DR
BUFFALO,WY82834 		    SCHOLARSHIP 2,250
TEANNA JOLOVICH


40 LOGGER RD
GILLETTE,WY82716 		    SCHOLARSHIP 2,000
AUBREY JONES


1002 LARKSPUR LANE
GILLETTE,WY82716 		    SCHOLARSHIP 2,000
JOHNAVON JONES


469 WILLIAMS DIVIDE RD
SUNDANCE,WY82729 		    SCHOLARSHIP 2,250
LOGAN JORDAHL


511 ROCK CREEK RD
BUFFALO,WY82834 		    SCHOLARSHIP 2,000
BRODIE KELLY


PO BOX 171
UPTON,WY82730 		    SCHOLARSHIP 2,000
ISOBELL KERCKAERT


342 LOTT ST
BUFFALO,WY82834 		    SCHOLARSHIP 2,000
XANDER KINGAN


432 SUNDANCE CIRCLE
WRIGHT,WY82732 		    SCHOLARSHIP 2,000
OLIVIA MAERTENS


781 KLONDIKE DR 2
BUFFALO,WY82834 		    SCHOLARSHIP 2,250
TRISTON MARTINEZ


PO BOX 71
NEWCASTLE,WY82701 		    SCHOLARSHIP 2,000
BROOKLYN MATERI


PO BOX 292
UPTON,WY82730 		    SCHOLARSHIP 2,250
RILEY MITCHELL


4407 ALEX WAY
GILLETTE,WY82718 		    SCHOLARSHIP 2,250
GENESIS NOVOTNY


325 E BOXELDER RD APT 104
GILLETTE,WY82718 		    SCHOLARSHIP 2,000
DENISE ORTEGA-CHAVEZ


431 NOLAN AVE
KAYCEE,WY82639 		    SCHOLARSHIP 2,250
VIVIANNE OSTHEIMER


580 N PINNACLE DR
BUFFALO,WY82834 		    SCHOLARSHIP 2,250
OLIVIA PADEN


80 OLEO ACRES
MOORCROFT,WY82721 		    SCHOLARSHIP 2,000
RISA PILON


158 OVERBROOK RD
GILLETTE,WY82718 		    SCHOLARSHIP 2,250
RYLAN POITRA


2408 PJ ROAD
GILLETTE,WY82716 		    SCHOLARSHIP 2,250
HANNAH QUALM


54 BALD RIDGE DRIVE
BUFFALO,WY82834 		    SCHOLARSHIP 2,250
ANN RICHTER


1207 MIDDLE FORK DR
GILLETTE,WY82718 		    SCHOLARSHIP 1,000
KONNOR RODRIQUEZ


PO BOX 552
BUFFALO,WY82834 		    SCHOLARSHIP 2,000
CANTRELL ROSALEZ


226 WEST BROCK STREET
BUFFALO,WY82834 		    SCHOLARSHIP 2,250
HEATHER ROZEMA


300 REDWOOD ST
BUFFALO,WY82834 		    SCHOLARSHIP 2,000
STOKELY RUBY


4909 ROCKY POINT DR
GILLETTE,WY82718 		    SCHOLARSHIP 2,000
LILIANA SHANNON


3217 ALBERTA DR
GILLETTE,WY82718 		    SCHOLARSHIP 2,000
MAZELYNN SHARP


PO BOX 237
SUNDANCE,WY82729 		    SCHOLARSHIP 2,250
KALLYANNA SHERMAN


905 ROCKING T DRIVE
GILLETTE,WY82718 		    SCHOLARSHIP 2,000
FISHER SMITH


1307 ESTES LANE
GILLETTE,WY82716 		    SCHOLARSHIP 2,000
SHANTEL SMITH


4502 TATE AVE
GILLETTE,WY82718 		    SCHOLARSHIP 2,250
AMELIE SPRINGER


5240 ROCKY POINT DR
GILLETTE,WY82718 		    SCHOLARSHIP 2,250
MATTHEW STIRMEL


PO BOX 942
UPTON,WY82730 		    SCHOLARSHIP 2,250
LOGAN TIMBERMAN


1105 UPTON FAIRVIEW RD
UPTON,WY82730 		    SCHOLARSHIP 2,000
JAMIE TUCKER


2316 ALDERSON AVE UNIT 6
BILLINGS,MT59102 		    SCHOLARSHIP 2,250
CORA TURNER


1 WHITNEY WAY 171
SHERIDAN,WY82801 		    SCHOLARSHIP 2,250
SILVIA VARELA


3319 GEORGIA CIR
GILLETTE,WY82718 		    SCHOLARSHIP 2,250
IVAN WILEN


PO BOX 1462
SUNDANCE,WY82729 		    SCHOLARSHIP 2,000
Total ................................. 3a 128,875
bApproved for future payment
Total ................................. 3b  
Form 990-PF (2025)
Form 990-PF (2025)
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 ........... 		    14 101  
4 Dividends and interest from securities ....     14 206,691  
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 .....     15 43,608  
8 Gain or (loss) from sales of assets other than
inventory ............ 		    14 21,251  
9 Net income or (loss) from special events:          
10 Gross profit or (loss) from sales of inventory          
11 Other revenue:
aLEASE BONUS 		    16 37,469  
b
c
d
e
12 Subtotal. Add columns (b), (d), and (e) ..   309,120  
13Total. Add line 12, columns (b), (d), and (e)..................
13
309,120
(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 (2025)
Form 990-PF (2025)
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.
May the IRS discuss this return
with the preparer shown below?
See instructions.
Signature of officer or trustee Date Title
Paid Preparer Use Only Preparer's name Preparer's Signature Date Check if self-
employed 		PTIN
Firm's name
Firm's EIN
Firm's address


Phone no.
Form 990-PF (2025)
Additional Data


Software ID:  
Software Version:  


Form 990PF - Special Condition Description:
Special Condition Description

TY 2025 AccountingFeesSchedule
Name:
THE SAM R RATCLIFF CHARITABLE
 
FOUNDATION
EIN:
41-2094781
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
ACCOUNTING FEES 2,900 2,900    

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

TY 2025 GainLossSaleOtherAssetsSch
Name:
THE SAM R RATCLIFF CHARITABLE
 
FOUNDATION
EIN:
41-2094781
Name Date Acquired How Acquired Date Sold Purchaser Name Gross Sales Price Basis Basis Method Sales Expenses Total (net) Accumulated Depreciation
197.312 SH DFA EMERGING MARKETS SML 2015-01 PURCHASE 2025-01   4,443 3,960     483  
339.308 SH DFA EMERGING MARKETS SML 2018-05 PURCHASE 2025-01   7,641 7,936     -295  
144.019 SH DFA EMERGING MARKETS SML 2018-06 PURCHASE 2025-01   3,243 3,338     -95  
130.139 SH DFA EMERGING MARKETS SML 2018-07 PURCHASE 2025-01   2,931 2,845     86  
171.951 SH DFA EMERGING MARKETS SML 2018-11 PURCHASE 2025-01   3,872 3,353     519  
10.581 SH DFA EMERGING MARKETS SML 2023-03 PURCHASE 2025-01   238 223     15  
209.439 SH DFA EMERGING MARKETS SML 2024-08 PURCHASE 2025-01   4,717 5,052     -335  
214.146 SH DFA EMERGING MARKETS SML 2024-11 PURCHASE 2025-01   4,823 5,178     -355  
72.293 SH FIDELITY INTL INDX 2024-08 PURCHASE 2025-01   3,608 3,798     -190  
535.393 SH FIDELITY EMRG MRKT INDX 2024-11 PURCHASE 2025-01   5,697 6,029     -332  
249.565 SH GMO RESOURCES FUND-I 2023-03 PURCHASE 2025-04   3,669 6,029     -2,360  
431.408 SH GMO RESOURCES FUND-I 2024-08 PURCHASE 2025-04   6,342 9,241     -2,899  
585.238 SH GMO RESOURCES FUND-I 2024-11 PURCHASE 2025-04   8,603 11,945     -3,342  
55.000 SH ISHARES CORE S&P 500 ETF 2024-08 PURCHASE 2025-01   33,693 30,982     2,711  
45.000 SH ISHARES CORE S&P 500 ETF 2024-08 PURCHASE 2025-05   26,485 25,349     1,136  
53.000 SH ISHARES CORE S&P MIDCAP ET 2024-11 PURCHASE 2025-01   3,462 3,316     146  
235.000 SH ISHA CURR HEDGED MSCI E 2023-02 PURCHASE 2025-06   8,965 6,926     2,039  
179.000 SH ISHA CURR HEDGED MSCI E 2023-03 PURCHASE 2025-06   6,829 5,234     1,595  
291.000 SH ISHA CURR HEDGED MSCI E 2024-08 PURCHASE 2025-06   11,102 10,184     918  
213.000 SH ISHA CURR HEDGED MSCI E 2024-11 PURCHASE 2025-01   7,783 7,473     310  
86.000 SH ISHA CURR HEDGED MSCI E 2024-11 PURCHASE 2025-06   3,281 3,017     264  
17.000 SH ISHARES IBONDS DEC 2033 2023-11 PURCHASE 2025-01   430 424     6  
300.000 SH ISHARES IBONDS DEC 2033 2024-08 PURCHASE 2025-01   7,594 7,861     -267  
358.000 SH ISHARES IBONDS DEC 2033 2024-11 PURCHASE 2025-01   9,063 9,121     -58  
15.000 SH ISHARES IBONDS DEC 2032 2023-11 PURCHASE 2025-01   371 365     6  
635.000 SH ISHARES IBONDS DEC 2032 2023-11 PURCHASE 2025-11   16,193 15,453     740  
741.000 SH ISHARES IBONDS DEC 2032 2024-05 PURCHASE 2025-11   18,896 18,072     824  
300.000 SH ISHARES IBONDS DEC 2032 2024-08 PURCHASE 2025-01   7,429 7,664     -235  
377.000 SH ISHARES IBONDS DEC 2032 2024-11 PURCHASE 2025-01   9,336 9,389     -53  
65.000 SH ISHARES IBONDS DEC 2032 2025-05 PURCHASE 2025-11   1,658 1,622     36  
104.000 SH ISHARES IBONDS DEC 2032 2025-11 PURCHASE 2025-11   2,652 2,656     -4  
463.357 SH VANGUARD S/T INFL PROT-AD 2023-12 PURCHASE 2025-11   11,630 11,097     533  
27.082 SH VANGUARD S/T INFL PROT-ADM 2024-04 PURCHASE 2025-11   680 648     32  
205.290 SH VANGUARD S/T INFL PROT-AD 2024-08 PURCHASE 2025-11   5,153 5,030     123  
89.742 SH VANGUARD S/T INFL PROT-ADM 2025-11 PURCHASE 2025-11   2,253 2,252     1  
64.000 SH VANGUARD IN-TERM CORPORATE 2020-06 PURCHASE 2025-04   5,165 6,007     -842  
65.000 SH VANGUARD IN-TERM CORPORATE 2020-06 PURCHASE 2025-04   5,188 6,100     -912  
210.000 SH VANGUARD IN-TERM CORPORAT 2021-02 PURCHASE 2025-04   16,949 20,204     -3,255  
18.623 SH VANGUARD 500 INDEX-ADM 2016-03 PURCHASE 2025-01   10,389 3,520     6,869  
7.118 SH VANGUARD 500 INDEX-ADM 2016-07 PURCHASE 2025-01   3,971 1,424     2,547  
18.521 SH VANGUARD 500 INDEX-ADM 2017-02 PURCHASE 2025-01   10,332 3,928     6,404  
18.840 SH VANGUARD 500 INDEX-ADM 2017-06 PURCHASE 2025-01   10,510 4,248     6,262  
2.500 SH VANGUARD 500 INDEX-ADM 2018-02 PURCHASE 2025-01   1,395 620     775  

TY 2025 InvestmentsOtherSchedule2
Name:
THE SAM R RATCLIFF CHARITABLE
 
FOUNDATION
EIN:
41-2094781
Category/ Item Listed at Cost or FMV Book Value End of Year Fair Market Value
DFA EMERGING MARKETS SML CAP AT COST 38,707 43,118
DFA GLOBAL REAL ESTATE AT COST    
FIDELITY INTERNATIONAL INDEX FUND AT COST 81,544 117,228
ISHARES CORE S&P 500 ETF AT COST 195,164 344,525
ISHARES CORE S&P MIDCAP ETF AT COST 53,465 68,838
ISHARES CORE S&P SMALL CAP ETF AT COST 50,295 55,764
VANGUARD 500 INDEX FUND AT COST    
VANGUARD INTERMEDIATE TERM TREASURY AT COST 115,578 117,822
VANGUARD INTERMED TERM CORP BOND ETF AT COST 185,299 182,073
VANGUARD HIGH YIELD CORP FUND AT COST 37,756 39,672
ISHARES PREFERRED & INCOME SEC ETF AT COST 65,926 66,007
ARTISAN HIGH INCOME FUND AT COST 57,551 59,081
GOLDMAN SACHS EMERGING MARKETS AT COST 81,468 109,850
GMO RESOURCES FUND AT COST    
NORTHERN MULTI MANAGER GLOBAL LISTED AT COST 41,654 46,968
VANGUARD SHORT TERM INFLATION PROTEC AT COST 59,607 58,857
ISHARES IBONDS DEC 2033 TERM CORP AT COST 37,900 39,445
ISHARES IBONDS DEC 2032 TERM CORP AT COST    
DOUBLELINE TOTAL RETURN BOND FUND AT COST 118,422 118,202
ISHARES HEDGED MSCI EAFE ETF AT COST 27,835 39,375
FIDELITY EMERGING MARKETS INDEX FUND AT COST 48,853 66,050
FIDELITY REAL ESTATE INCOME FUND AT COST 42,917 44,155
FLEXSHARES GLOBAL UPSTREAM NATURAL R AT COST 44,501 55,570
GLOBAL X US INFRASTRUCTURE DEV ETF AT COST 39,057 49,606
INVESCO S& P 500 EQUAL WEIGHT ETF AT COST 110,887 120,874
VANGUARD MORTGAGE BACKED SEC ETF AT COST 57,696 59,132

TY 2025 LegalFeesSchedule
Name:
THE SAM R RATCLIFF CHARITABLE
 
FOUNDATION
EIN:
41-2094781
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
LEGAL FEES 1,080 1,080    


TY 2025 OtherAssetsSchedule
Name:
THE SAM R RATCLIFF CHARITABLE
 
FOUNDATION
EIN:
41-2094781
Description Beginning of Year - Book Value End of Year - Book Value End of Year - Fair Market Value
OIL & GAS MINERAL INTERESTS 5,821 5,821 151,470
DIVIDENDS RECEIVABLE 6,112    
ROYALTY RECEIVABLE 2,858 10,777 10,777
SPEAR LAZY S 1,375 1,375 1,375


TY 2025 OtherExpensesSchedule
Name:
THE SAM R RATCLIFF CHARITABLE
 
FOUNDATION
EIN:
41-2094781
Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
EXPENSES        
OIL & GAS FEES 2,411 2,411    
ROYALTY EXPENSES - TRANSPORTA 242 242    
ROYALTY EXPENSES - FN MGMT FE 4,865 4,865    
OFFICE SUPPLIES 1,578     1,578
OTHER EXPENSES 539     539
CONSULTANTS FOR SCHOLARSHIPS 700     700


TY 2025 OtherIncomeSchedule2
Name:
THE SAM R RATCLIFF CHARITABLE
 
FOUNDATION
EIN:
41-2094781
Description Revenue And Expenses Per Books Net Investment Income Adjusted Net Income
OIL ROYALTY 43,608 43,608  
LEASE BONUS 37,469 37,469  


TY 2025 OtherProfessionalFeesSchedule
Name:
THE SAM R RATCLIFF CHARITABLE
 
FOUNDATION
EIN:
41-2094781
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
TRUSTEE FEES 25,294 25,294    
ASSSET MANAGEMENT FEES 3,160 3,160    


TY 2025 TaxesSchedule
Name:
THE SAM R RATCLIFF CHARITABLE
 
FOUNDATION
EIN:
41-2094781
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
FOREIGN TAXES WITHHELD 900 900    
ROYALTY EXPENSES - PRODUCTION TA 5,201 5,201    
EXCISE TAXES 990PF 4,631 4,631    
ANNUAL REPORT 25 25    
OK STATE WITHHOLDING ON ROYALTIE 28 28