2024-08-17T10:21:19-07:00 2023-12-31 261726608 L W BARCZUK & CO PO BOX 4465 GREENWOOD VILLAGE CO 80155 990PF 2023-01-01 846029641 Viola Vestal Coulter Foundation 1140132807 VIOL 3039020989 4836 W Fair Avenue Littleton CO 80123 Pamela Saxton Vice President 2024-08-17 true true Lynn Barczuk P00172130 7204075015 2023 2024-08-08 14:25:15Z X 7695473 X X 639 639 135009 135009 166599 1264659 166599 65360 42585 367607 344832 54600 10920 43680 5320 1300 1300 65229 52108 6858 18724 6290 21830 3068 776 165703 73686 52614 299500 299500 465203 73686 352114 -97596 271146 242419 276988 276988 1488540 1561226 2173658 4058611 3857233 5244827 1 5789571 5695447 7695473 0 X 5789571 5695447 5789571 5695447 5789571 5695447 5789571 -97596 3472 5695447 5695447 UBS - TSW - AB 43415 (detail on file) P 2023-01-01 2023-12-31 26197 38123 -11926 -11926 UBS-Boston-AB 17716 (detail on file) P 2023-01-01 2023-12-31 8306 10645 -2339 -2339 UBS-TSY-AB 15205 (detail on file) P 2001-01-01 2023-12-31 100079 98275 1804 1804 UBS-Congress-AB 15198 (detail on file P 2023-01-01 2023-12-31 19550 22470 -2920 -2920 UBS-Boston-AB 17716 (detail on file) P 2001-01-01 2023-12-31 168047 149790 18257 18257 UBS-Congress-AB 15198 (detail on file P 2001-01-01 2023-12-31 293442 254422 39020 39020 UBS - TSW - AB 43415 (detail on file) P 2001-01-01 2023-12-31 256430 213949 42481 42481 UBS-Inves REIT-AB 28509 (detail on file) P 2023-01-01 2023-12-31 30005 31243 -1238 -1238 UBS-Inves REIT-AB 28509 (detail on file) P 2001-01-01 2023-12-31 158276 159129 -853 -853 UBS Capital gain distributions - various P 2001-01-01 2023-12-31 1587 1587 1587 UBS disallowed wash sales P 2001-01-01 2023-12-31 1984 1984 1984 UBS disallowed wash sales P 2023-01-01 2023-12-31 100 100 100 UBS - Comerica AB 45880 (detail on file) P 2001-01-01 2023-12-31 200656 120014 80642 80642 166599 -18323 3769 3769 3769 5296 5296 X 5 1522 1522 false false false false false true true false true true CO true false false false false true N/A Pamela Saxton 3039020989 4836 W Fair Avenue Littleton CO 801236715 false false false false false false false false false false false false false false false false false false false false false false Judy G Ward 2452 S Newberry Court Denver CO 80224 Trustee 0.50 0 Mary Lynne Gutshall Braun 6868 Capricorn Lane NE Bremerton WA 98311 Sec/Grants/Trst 5.00 18000 J Samuel Gutshall 87 Pheasant Lane Oceanside CA 92057 Treas/Trustee 0.50 0 Pamela L Saxton 4836 W Fair Avenue Littleton CO 80123 VP/Trustee 3.00 20250 Ben Sparks 24 S Weber St Suite 400 Colorado Springs CO 80903 Trustee 0.50 0 Eric P Turner 2033 Lake Canyon Drive Diamond Bar CA 91789 Asst VP/Trustee 0.50 0 Priscilla Barsotti 321 Elkhorn Road Manitou Springs CO 80829 Pres/Trustee 3.00 16350 Ellen M Vestal 338 Light House Way Sacramento CA 95831 Trustee 0.50 0 Gina Louise Turner 2033 Lake Canyon Drive Diamond Bar CA 91789 Trustee 0.50 0 NONE NONE 6810981 247777 183932 7242690 0 7242690 108640 7134050 356703 356703 3769 3769 352934 352934 352934 352114 352114 352934 40770 19647 18103 78520 352114 0 352114 820 820 77700 0 39950 37750 19647 18103 X Colorado College 14 East Cache La Poudre Colorado Springs CO 80903 None PC Scholarship 7000 Colorado Section SME 9882 W 86th Avenue Arvada CO 80005 None PC Scholarship 7000 CSM-Graduate Fellowship PO Box 4005 Golden CO 80401 None PC Scholarship 5500 CSM Undergraduate PO Box 4005 Golden CO 80401 None PC Scholarship 7000 CU-Coulter Health Science 1380 Lawrence Street Suite 1325 Denver CO 80204 None PC Scholarship 9000 CU-Schley Undergraduate 1380 Lawrence Street Suite 1325 Denver CO 80204 None PC Scholarship 7000 DU-B Buell College of Law 2190 E Asbury Avenue Denver CO 80208 None PC Scholarship 5000 DU-CBSOA Norblom 2190 E Asbury Avenue Denver CO 80208 None PC Scholarship 7000 DU-J Holland Law 2190 E Asbury Avenue Denver CO 80208 None PC Scholarship 5000 DU-Karl Mayer Business 2190 E Asbury Avenue Denver CO 80208 None PC Scholarship 7000 Escuela De Guadelupe Elementary Sch 3401 Pecos Street Denver CO 80211 None PC Scholarship 5000 UNR - Mackay Graduate School Ross Hall Rm 202 Mail Stop 0424 Reno NV 89557 None PC Scholarship 5500 UNR - Mackay Undergraduate Ross Hall Rm 202 Mail Stop 0424 Reno NV 89557 None PC Scholarship 21000 Montana State University - Nursing PO Box 174160 Bozeman MT 59717 None PC Scholarship 7000 Montana Tech 1300 W Park Street U of Montana Butte MT 59701 None PC Scholarship 7000 National Jewish Hospital and Resear 1400 Jackson Street Denver CO 80206 None PC Scholarship 9000 New Mexico Institute of Mine Techno 801 Leroy Place Socorro NM 87801 None PC Scholarship 7000 Regis College Loretto Heights 3333 Regis Blvd B-16 Denver CO 80211 None PC Scholarship 14000 Regis Univ-Timmons 3333 Regis Blvd B-16 Denver CO 80211 None PC Scholarship 7000 St Joseph's Hospital Assoc ProgTrni 1835 Franklin Street Denver CO 80218 None PC Scholarship 5000 UCLA-School of Nursing 6266 Morley Avenue Los Angeles CA 90056 None PC Scholarship 7000 Washington State University-Graduat PO Box 641925 Pullman WA 99164 None PC Scholarship 5500 Washington State Univ-Kappa Alpha T PO Box 641925 Pullman WA 99164 None PC Scholarship 5000 Biola University - James Gutshall G 13800 Biola Avenue La Mirada CA 90639 None PC Award 5500 CSM-Min Econ Prof Dev PO Box 4005 Golden CO 80401 None PC Award 7500 CSM Stipend PO Box 4005 Golden CO 80401 None PC Award 1000 CSM-Student Health Cent PO Box 4005 Golden CO 80401 None PC Award 15000 CSM-VVC Instructorship PO Box 4005 Golden CO 80401 None PC Award 16000 CSM-WJC Instructorship PO Box 4005 Golden CO 80401 None PC Award 16000 CSM-Mem Chair Min Eco PO Box 4005 Golden CO 80401 None PC Award 53000 Washington State Univ-Mary Lynne Br PO Box 641925 Pullman WA 99164 None PC Scholarship 7000 Biola University-Crowell School of 13800 Biola Avenue La Mirada CA 90639 None PC Scholarship 7000 299500 14 639 14 135009 15 38536 18 166599 Non-dividend distribution 14 2894 Oil and gas revenue-WI 211110 22775 Other income - inv 14 1155 22775 344832 367607 false false false false false false false false false false LW Barczuk and Co 5320 1300 0 1300 UBS AB 17716 - Boston 854024 1074418 UBS AB 15198 - Congress MCG 707202 1099240 Oil and Gas Properties AT COST 18 183932 UBS -TSW AT COST 1055644 1123104 UBS- I-TSY AT COST 143965 147344 UBS/Comerica Trust AT COST 2269339 3408516 UBS-Invesco REIT AT COST 388267 381931 Annual meeting/report 550 275 275 Dues 815 408 407 Insurance 750 Office supplies/dues/bank fees 188 94 94 Other expenses-ORRI 2291 2291 Other expenses-WI 17236 Non-dividend distribution 2894 2894 Oil and gas revenue-WI 22775 Other income - inv 1155 1155 Other Investment Income 38536 38536 Timing and basis differences (bk/tx) 3472 Comerica- Oil & Gas mgmt 2488 1563 0 0 Farmers Nat'l - property 9754 6131 0 0 UBS Financial 52987 44414 0 6858 Excise Taxes - 990PF 5123 5123 Foreign taxes 1 1 Severance taxes-ORRI 1060 1060 Severance taxes-WI 5606 State tax-ORRI 106 106 UBIT tax payments 6828