2024-11-15T12:40:41-06:00 2023-12-31 450250958 EIDE BAILLY LLP 2950 E HARMONY RD STE 290 FORT COLLINS CO 805283429 990 2023-01-01 742358522 THE WELD TRUST WELD 9703506052 815 8TH AVENUE GREELEY CO 80631 JEFFREY CARLSON CHIEF EXECUTIVE OFFICER 9703506052 2024-11-14 1 0 KYLE FRITCH CPA P01313374 9702238825 2024-11-11 2023 2024-10-15 13:58:12Z TOM GRANT 815 8TH AVENUE GREELEY CO 80631 198986906 0 X WELDTRUST.ORG X 1984 CO TO POSITIVELY IMPACT THE HEALTH, EDUCATION, AND WELLNESS OF WELD COUNTY. 11 11 0 34 -10383 0 0 0 0 0 14324633 13125682 -180504 90147 14144129 13215829 14080694 15375536 0 0 2189029 1759903 0 0 0 2658739 2907283 18928462 20042722 -4784333 -6826893 511590784 550587263 26225189 21437834 485365595 529149429 X THE WELD TRUST PHILANTHROPICALLY CONTRIBUTES TO ENHANCE THE HEALTH AND EDUCATION QUALITY OF CITIZENS OF WELD COUNTY. THROUGH GRANTS TO NONPROFIT ORGANIZATIONS, SCHOOLS, AND GOVERNMENT ENTITIES, THE WELD TRUST AIMS TO POSITIVELY IMPACT THE EDUCATION AND WELLNESS OF WELD COUNTY. 0 0 15375536 15375536 THE WELD TRUST PHILANTHROPICALLY CONTRIBUTES TO ENHANCE THE HEALTH AND EDUCATION QUALITY OF CITIZENS OF WELD COUNTY. THROUGH GRANTS TO NONPROFIT ORGANIZATIONS, SCHOOLS, AND GOVERNMENT ENTITIES, THE WELD TRUST AIMS TO POSITIVELY IMPACT THE EDUCATION AND WELLNESS OF WELD COUNTY. 15375536 1 0 0 0 0 0 0 0 0 0 1 1 0 0 0 1 1 0 0 0 1 0 0 0 0 0 0 1 0 1 0 0 0 0 0 0 0 0 0 0 0 0 1 1 1 1 0 0 1 14 0 1 0 1 1 1 0 0 0 0 0 0 0 0 0 0 0 X 11 11 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 0 1 1 1 0 X RAMON SERRANO 9703506052 815 8TH AVENUE GREELEY CO 80631 TOM GRANT PRESIDENT & CHAIR 1.00 1.00 X X 0 0 0 BRANDON HOUTCHENS VICE CHAIR 1.00 1.00 X X 0 0 0 ROBERT MURPHY TREASURER 1.00 1.00 X X 0 0 0 MARK LAWLEY SECRETARY 1.00 1.00 X X 0 0 0 VICKI WILSON PHD RN DIRECTOR 1.00 1.00 X 0 0 0 MIKE SIMONE DIRECTOR 1.00 1.00 X 0 0 0 TRAVIS GILLMORE DIRECTOR 1.00 1.00 X 0 0 0 ROSE STOLLER DIRECTOR 1.00 1.00 X 0 0 0 JASON YEATER DIRECTOR 1.00 1.00 X 0 0 0 JOHN DOLLARHIDE DIRECTOR 1.00 1.00 X 0 0 0 TIMOTHY BRYNTESON DIRECTOR 1.00 1.00 X 0 0 0 JEFFREY CARLSON CHIEF EXECUTIVE OFFICER 40.00 10.00 X 205648 0 22627 MIKE BOND CHIEF OPERATING OFFICER 40.00 10.00 X 161331 0 24560 RAMON SERRANO CHIEF FINANCIAL OFFICER 40.00 10.00 X 143951 0 17238 RHONDA MOREHEAD DIRECTOR OF COMMUNICATIONS 40.00 10.00 X 143307 0 21110 KYLE HOLMAN DIRECTOR OF HEALTH GRANTS 40.00 0.00 X 154355 0 28493 808592 0 114028 8 0 1 0 INNOVEST PORTFOLIO SOLUTIONS LLC 7979 E TUFTS AVENUE SUITE 1700 DENVER CO 80237 INVESTMENT ADVISORY SERVICES 189684 1 10908999 -10383 10919382 103081 103081 36669 53619 -16950 -16950 -16950 187589141 345000 185687369 30089 1901772 314911 2216683 2216683 OTHER MISCELLANEOUS INCOME 900099 4016 4016 4016 13215829 0 -10383 13226212 15375536 15375536 719194 719194 984336 984336 56373 56373 7763 7763 90916 90916 1872871 1872871 151540 151540 48126 48126 131510 131510 68074 68074 37559 37559 65924 65924 175332 175332 33983 33983 SALES AND USE TAX AND O 196570 196570 DUES & SUBSCRIPTIONS 13678 13678 STAFF DEVELOPMENT 12727 12727 710 710 20042722 15375536 4667186 0 1454714 3732899 101779 788251 25836274 21171399 15638 9262 17139894 5299629 12076062 11840265 366038313 392443615 106068004 120601572 511590784 550587263 300429 356357 25924760 21081477 26225189 21437834 X 485365595 529149429 485365595 529149429 511590784 550587263 X -6826893 45610727 5000000 X 0 1 X 1 0 X X 2 WELD LEGACY FOUNDATION 840718355 7 1 135370 874809 CLASS OF PUBLICLY SUPPORTED ORGANIZATIONS 000000000 7 1 14365357 0 2 14500727 874809 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 PART I, LINE 12G, COLUMN (V) AND (VI): IN ADDITION TO SUPPORTING THE NAMED SUPPORTED ORGANIZATION, WELD LEGACY FOUNDATION, THE WELD TRUST PROVIDES GRANTS TO A CLASS OF SUPPORTED ORGANIZATIONS. THE CLASS OF SUPPORTED ORGANIZATIONS ARE IDENTIFIED IN THE ARTICLES OF INCORPORATION AS OTHER TAX-EXEMPT PUBLICLY SUPPORTED ORGANIZATIONS AS DESCRIBED IN SECTION 509(A)(1) AND (2) OF THE CODE, THAT ENHANCE AND IMPROVE THE QUALITY OF LIFE IN WELD COUNTY, COLORADO, BY PROMOTING EXCELLENCE IN HEALTH, EDUCATION, AND WELL-BEING WITHIN WELD COUNTY. THE AMOUNT ON SCHEDULE A, PART I, LINE 12G, COLUMN (V) REPRESENTS THE DISTRIBUTIONS GIVEN TO OTHER PUBLIC CHARITIES. PLEASE SEE SCHEDULE I FOR DETAILS ON THE GRANT RECIPIENTS WHO RECEIVED MORE THAN $5,000. SECTION A, PART IV, LINE 1 THE WELD TRUST IS ORGANIZED AND OPERATES AS A SUPPORTING ORGANIZATION FOR THE BENEFIT OF WELD LEGACY FOUNDATION AND A CLASS OF OTHER TAX-EXEMPT ORGANIZATIONS DESCRIBED IN CODE SECTION 509(A)(1) AND 509(A)(2), EACH OF WHICH IS ORGANIZED AND OPERATED FOR THE PURPOSE OF ENHANCING AND IMPROVING THE QUALITY OF LIFE IN WELD COUNTY, COLORADO, BY PROMOTING EXCELLENCE IN HEALTH, EDUCATION AND WELL-BEING WITHIN WELD COUNTY. 5861886 4932047 929839 374057 202055 172002 46499 25315 21184 10857452 140212 10717240 11840265 RCP SOF III OVERAGE FUND 3967035 F WEATHERLOW OFFSHORE FUND 11999630 F IRONWOOD INSTITUTIONAL MULTI-STRATEGY FUND 13521256 F HUDSON BAY INTERNATIONAL FUND 8985673 F CANYON VALUE REALIZATION FUND 8857166 F STEPSTONE VC GLOBAL PARTNERS X-B 4039660 F U.S. REAL ESTATE INVESTMENT FUND 14729766 F HARBOURVEST 2021 GLOBAL FEEDER FUND 6085934 F PARTNERS GROUP PRIVATE EQUITY 10708590 F GOLUB CAPITAL PARTNERS INTERNATIONAL 27860010 F CORDILLERA INVESTMENT FUND III 3096996 F RCP SOF IV FEEDER 1452675 F STEPSTONE VC GLOBAL PARTNERS XI 253089 F PARTNERS GROUP 2019 5044092 F 120601572 X 57607304 45610727 600000 46210727 11396577 1872871 -53619 1819252 13215829 13823470 600000 53619 653619 13169851 1872871 5000000 6872871 20042722 PART X, LINE 2: THE WELD TRUST IS A COLORADO NONPROFIT CORPORATION AND HAS BEEN RECOGNIZED BY THE INTERNAL REVENUE SERVICE (IRS) AS EXEMPT FROM FEDERAL INCOME TAXES UNDER INTERNAL REVENUE CODE SECTION 501(C)(3), AND IS EXEMPT FROM FEDERAL AND STATE INCOME TAXES ON RELATED INCOME PURSUANT TO SECTION 509(A)(3) OF THE CODE. THE WELD TRUST IS ANNUALLY REQUIRED TO FILE A RETURN OF ORGANIZATION EXEMPT FROM INCOME TAX (FORM 990) WITH THE IRS. IN ADDITION, THE CORPORATION MAY BE SUBJECT TO INCOME TAX ON NET INCOME THAT IS DERIVED FROM BUSINESS ACTIVITIES THAT ARE UNRELATED TO ITS EXEMPT PURPOSE. THE WELD TRUST HAS DETERMINED IT IS NOT SUBJECT TO UNRELATED BUSINESS INCOME TAX AND HAS NOT FILED AN EXEMPT ORGANIZATION BUSINESS INCOME TAX RETURN (FORM 990-T). THE WELD TRUST BELIEVES THAT IT HAS APPROPRIATE SUPPORT FOR ANY TAX POSITIONS TAKEN AFFECTING ITS ANNUAL FILING REQUIREMENTS AND, AS SUCH, DOES NOT HAVE ANY UNCERTAIN TAX POSITIONS THAT ARE MATERIAL TO THE FINANCIAL STATEMENTS. THE WELD TRUST WOULD RECOGNIZE FUTURE ACCRUED INTEREST AND PENALTIES RELATED TO UNRECOGNIZED TAX BENEFITS AND LIABILITIES IN INCOME TAX EXPENSE, IF SUCH INTEREST AND PENALTIES ARE INCURRED. THE WELD TRUST'S HISTORICAL FEDERAL AND STATE TAX RETURNS ARE SUBJECT TO EXAMINATIONS BY TAX AUTHORITIES. PART XI, LINE 4B - OTHER ADJUSTMENTS: RENTAL EXPENSES NETTED WITH REVENUE -53,619. PART XII, LINE 2D - OTHER ADJUSTMENTS: RENTAL EXPENSES NETTED WITH REVENUE 53,619. PART XII, LINE 4B - OTHER ADJUSTMENTS: CHARITY CARE GRANT TO BANNER HEALTH SYSTEM 5,000,000. SCHEDULE D, PART XI, LINE 4B: DURING THE 2019 TAX YEAR, THE WELD TRUST ENTERED INTO AN ASSET PURCHASE AGREEMENT TO SELL ALL HEALTHCARE FACILITIES TO BANNER HEALTH, AN UNRELATED TAX-EXEMPT ENTITY. IN CONNECTION WITH THIS SALE, THE WELD TRUST AGREED, IN A SUPPORT AGREEMENT, TO PAY $5 MILLION A YEAR FOR SEVEN YEARS TO BANNER TO FUND UNCOMPENSATED CARE IN THE COMMUNITY, WHICH GRANT THE WELD TRUST HAD MADE ANNUALLY IN PRIOR YEARS. FOR FINANCIAL STATEMENT REPORTING, THIS COMMITMENT WAS REPORTED AS A REDUCTION TO THE OVERALL SALES PRICE AND GAIN ON THE TRANSACTION IN 2019. FOR FORM 990 REPORTING PURPOSES, THE COMMITMENT IS BEING TREATED AS A GRANT PAYMENT IN THE CURRENT YEAR AS THE PAYMENT IS MADE, RESULTING IN A DIFFERENCE BETWEEN BOOK AND TAX REPORTING. CENTRAL AMERICA AND THE CARIBBEAN - ANTIGUA & BARBUDA, ARUBA, BAHAMAS, 0 0 INVESTMENTS N/A 57158692 0 0 0 0 0 0 57158692 0 57158692 1 0 1 1 1 0 PART I, LINE 3: THE WELD TRUST IS REPORTING INVESTMENT BALANCES ON AN ACCRUAL BASIS ON SCHEDULE F. SCHEDULE F, PART IV: THE WELD TRUST REVIEWS ITS DIRECT AND INDIRECT INVESTMENTS DURING THE TAX PERIOD FOR DETERMINING REQUIRED FOREIGN FILINGS. THE WELD TRUST HAS OWNERSHIP INTERESTS IN FOREIGN CORPORATIONS AND FOREIGN PARTNERSHIPS. THE WELD TRUST WOULD FILE FORM 5471 OR FORM 8865 IF THE OWNERSHIP MET THE REQUIREMENTS FOR FILING. THE WELD TRUST'S OWNERSHIP IN FOREIGN CORPORATIONS DID NOT REQUIRE FILING FORM 5471. THE WELD TRUST'S OWNERSHIP IN FOREIGN PARTNERSHIPS DID NOT REQUIRE FILING FORM 8865. THE WELD TRUST MAKES DIRECT AND INDIRECT TRANSFERS TO FOREIGN CORPORATIONS AND FOREIGN PARTNERSHIPS. THE WELD TRUST WOULD FILE FORM 926 OR FORM 8865 IF THE TRANSFERS MET THE REQUIREMENTS FOR FILING. THE WELD TRUST'S DIRECT TRANSFERS TO FOREIGN CORPORATIONS RESULTED IN FILING FOUR FORM 926S. THE WELD TRUST DID NOT TRANSFER TO FOREIGN PARTNERSHIPS AND THEREFORE, DID NOT REQUIRE FILING FORM 8865. THE WELD TRUST INVESTS IN PARTNERSHIPS THAT HOLD DIRECT OR INDIRECT INTERESTS IN PASSIVE FOREIGN INVESTMENT COMPANIES (PFICS). THE WELD TRUST WOULD FILE FORM 8621S FOR UNDERLYING INVESTMENTS THAT GENERATE UNRELATED BUSINESS INCOME. THE WELD TRUST WOULD NOT FILE FORM 8621S WHERE THE INVESTMENT PARTNERSHIPS HAVE PROPERLY FILED FORM 8621S, OR WHERE THE UNDERLYING INVESTMENTS DID NOT GENERATE ANY UNRELATED BUSINESS INCOME. THE WELD TRUST DID NOT REQUIRE FILING FORM 8621. 1 60RIDE SENIOR RESOURCE SERVICES 800 8TH AVENUE SUITE 229 GREELEY CO 80631 204429783 501(C)(3) 54975 0 HEALTH AND/OR EDUCATION PURPOSES FOR WELD COUNTY A LITTLE HELP (ALH) 19 OLD TOWN SQUARE SUITE 238 FORT COLLINS CO 80524 830494129 501(C)(3) 20000 0 HEALTH AND/OR EDUCATION PURPOSES FOR WELD COUNTY A WOMAN'S PLACE PO BOX 71 GREELEY CO 80632 840811596 501(C)(3) 69850 0 HEALTH AND/OR EDUCATION PURPOSES FOR WELD COUNTY ADEO COLORADO 2780 28TH AVENUE GREELEY CO 80634 840779790 501(C)(3) 60070 0 HEALTH AND/OR EDUCATION PURPOSES FOR WELD COUNTY ADVENTURE WEST COUNCIL INC BOY SCOUTS OF AMERICA 2215 23RD AVENUE GREELEY CO 80634 840253710 501(C)(3) 21350 0 HEALTH AND/OR EDUCATION PURPOSES FOR WELD COUNTY ALMOST HOME INC 22 S 4TH AVENUE SUITE 102 BRIGHTON CO 80601 841220644 501(C)(3) 68688 0 HEALTH AND/OR EDUCATION PURPOSES FOR WELD COUNTY AMERICAN CANCER SOCIETY PO BOX 370207 DENVER CO 80237 131788491 501(C)(3) 50000 0 HEALTH AND/OR EDUCATION PURPOSES FOR WELD COUNTY ARC THRIFT STORES 12345 W ALAMEDA PKWY 111 LAKEWOOD CO 80028 840515942 501(C)(3) 8461 0 HEALTH AND/OR EDUCATION PURPOSES FOR WELD COUNTY AZTECA BOXING CLUB 3660 W 25TH STREET UNIT 801 GREELEY CO 80634 823084450 501(C)(3) 53100 0 HEALTH AND/OR EDUCATION PURPOSES FOR WELD COUNTY BALON USA 16 YANK WAY LAKEWOOD CO 80228 831843874 501(C)(3) 43000 0 HEALTH AND/OR EDUCATION PURPOSES FOR WELD COUNTY BANNER HEALTH 1801 16TH STREET GREELEY CO 80631 841287638 501(C)(3) 5000000 0 HEALTH AND/OR EDUCATION PURPOSES FOR WELD COUNTY BLUE RISING COMMUNITY 300 CENTER DRIVE G-358 SUPERIOR CO 80027 862707421 501(C)(3) 25000 0 HEALTH AND/OR EDUCATION PURPOSES FOR WELD COUNTY BOOK TRUST INC 191 UNIVERSITY BOULEVARD SUITE 527 DENVER CO 80206 204124164 501(C)(3) 100000 0 HEALTH AND/OR EDUCATION PURPOSES FOR WELD COUNTY BOYS & GIRLS CLUBS OF WELD COUNTY PO BOX 812 GREELEY CO 80632 840529902 501(C)(3) 807500 0 HEALTH AND/OR EDUCATION PURPOSES FOR WELD COUNTY CAREERS IN CONSTRUCTION COLORADO 4585 HILTON PARKWAY SUITE 100 COLORADO SPRINGS CO 80907 833196106 501(C)(3) 40000 0 HEALTH AND/OR EDUCATION PURPOSES FOR WELD COUNTY CATHOLIC CHARITIES AND COMMUNITY SERVICES OF THE ARCHDIOCESE OF DENVER INC 6240 SMITH ROAD DENVER CO 80216 840686679 501(C)(3) 329598 0 HEALTH AND/OR EDUCATION PURPOSES FOR WELD COUNTY CENTENNIAL BOARD OF COOPERATIVE EDUCATIONAL SERVICES (BOCES) 2020 CLUBHOUSE DRIVE GREELEY CO 80634 840599905 501(C)(3) 135200 0 HEALTH AND/OR EDUCATION PURPOSES FOR WELD COUNTY CITY OF FORT LUPTON 130 S MCKINLEY AVENUE FORT LUPTON CO 80621 846000665 501(C)(3) 410000 0 HEALTH AND/OR EDUCATION PURPOSES FOR WELD COUNTY CITY OF GREELEY CULTURE PARKS & RECREATION DIVISION 1607 C STREET GREELEY CO 80631 846000593 501(C)(3) 25000 0 HEALTH AND/OR EDUCATION PURPOSES FOR WELD COUNTY COAL CREEK MEALS ON WHEELS 455 N BURLINGTON AVENUE LAFAYETTE CO 80026 840634856 501(C)(3) 20000 0 HEALTH AND/OR EDUCATION PURPOSES FOR WELD COUNTY COLORADO HUMANITIES 7935 E PRENTICE AVENUE SUITE 450 GREENWOOD VILLAGE CO 80111 840715097 501(C)(3) 49027 0 HEALTH AND/OR EDUCATION PURPOSES FOR WELD COUNTY COLORADO SUCCEEDS 730 17TH STREET 950 DENVER CO 80202 753221270 501(C)(3) 25000 0 HEALTH AND/OR EDUCATION PURPOSES FOR WELD COUNTY COMMUNITY GRIEF CENTER 4650 W 20TH STREET SUITE A GREELEY CO 80634 473925959 501(C)(3) 25813 0 HEALTH AND/OR EDUCATION PURPOSES FOR WELD COUNTY GENERATIONS CHURCH COMMUNITY OUTREACH CENTER 1100 11TH AVENUE GREELEY CO 80631 237287632 501(C)(3) 37750 0 HEALTH AND/OR EDUCATION PURPOSES FOR WELD COUNTY CONNECTIONS FOR INDEPENDENT LIVING 1331 8TH AVENUE GREELEY CO 80631 742418249 501(C)(3) 10000 0 HEALTH AND/OR EDUCATION PURPOSES FOR WELD COUNTY COUNTY OF WELD PO BOX A GREELEY CO 80631 846000813 WELD COUNTY 22750 0 HEALTH AND/OR EDUCATION PURPOSES FOR WELD COUNTY DAYSPRING CHRISTIAN ACADEMY 3734 W 20TH STREET GREELEY CO 80634 840690857 501(C)(3) 135277 0 HEALTH AND/OR EDUCATION PURPOSES FOR WELD COUNTY DEMENTIA TOGETHER 4025 AUTOMATION WAY SUITE F2 FORT COLLINS CO 80525 814275360 501(C)(3) 35000 0 HEALTH AND/OR EDUCATION PURPOSES FOR WELD COUNTY EATON SCHOOL DISTRICT RE-2 211 1ST STREET EATON CO 80615 840519375 501(C)(3) 75000 0 HEALTH AND/OR EDUCATION PURPOSES FOR WELD COUNTY ENVISION CREATIVE SUPPORT FOR PEOPLE WITH DEVELOPMENTAL DISABILITIES PO BOX 200069 EVANS CO 80620 840568176 501(C)(3) 107510 0 HEALTH AND/OR EDUCATION PURPOSES FOR WELD COUNTY FAMILY OF CHRIST PRESBYTERIAN CHURCH 2410 35TH AVENUE GREELEY CO 80634 846131668 501(C)(3) 19000 0 HEALTH AND/OR EDUCATION PURPOSES FOR WELD COUNTY FEDERATION OF CHIROPRACTIC LICENSING BOARDS 5401 W 10TH STREET SUITE 101 GREELEY CO 80634 830208564 501(C)(3) 9330 0 HEALTH AND/OR EDUCATION PURPOSES FOR WELD COUNTY FINALLY HOME FOUNDATION 819 MAIN STREET WINDSOR CO 80550 262687095 501(C)(3) 15000 0 HEALTH AND/OR EDUCATION PURPOSES FOR WELD COUNTY FIRST RESPONDER TRAUMA SERVICES 7006 RIDGELINE DRIVE TIMNATH CO 80547 883697278 501(C)(3) 25000 0 HEALTH AND/OR EDUCATION PURPOSES FOR WELD COUNTY FORT LUPTON FOOD AND CLOTHING BANK PO BOX 45 FORT LUPTON CO 80621 300273781 501(C)(3) 25000 0 HEALTH AND/OR EDUCATION PURPOSES FOR WELD COUNTY FREEDOM REVIVED 3578 NORTHPARK DRIVE WESTMINSTER CO 80031 850915654 501(C)(3) 127500 0 HEALTH AND/OR EDUCATION PURPOSES FOR WELD COUNTY FRIENDS OF A WOMAN'S PLACE PO BOX 337751 GREELEY CO 80633 841224020 501(C)(3) 10000 0 HEALTH AND/OR EDUCATION PURPOSES FOR WELD COUNTY FRONTIER ACADEMY FOUNDATION 2560 W 29TH STREET GREELEY CO 80631 721524256 501(C)(3) 30000 0 HEALTH AND/OR EDUCATION PURPOSES FOR WELD COUNTY FYR MINDSET REPS 1136 E STUART STREET 4-204 FORT COLLINS CO 80525 460528388 501(C)(3) 12500 0 HEALTH AND/OR EDUCATION PURPOSES FOR WELD COUNTY GENESIS PROJECT OF NORTHERN COLORADO 1411 9TH AVENUE UNIT 1 GREELEY CO 80631 270028078 501(C)(3) 20615 0 HEALTH AND/OR EDUCATION PURPOSES FOR WELD COUNTY GREELEY FAMILY HOUSE 1206 10TH STREET GREELEY CO 80631 841045958 501(C)(3) 48500 0 HEALTH AND/OR EDUCATION PURPOSES FOR WELD COUNTY GREELEY PHILHARMONIC ORCHESTRA ASSOCIATION INC 801 8TH STREET SUITE 230 GREELEY CO 80631 846031376 501(C)(3) 17500 0 HEALTH AND/OR EDUCATION PURPOSES FOR WELD COUNTY GREELEY STAMPEDE FOUNDATION 600 N 14TH AVENUE GREELEY CO 80631 731629496 501(C)(3) 25000 0 HEALTH AND/OR EDUCATION PURPOSES FOR WELD COUNTY GREELEY-WELD HABITAT FOR HUMANITY 2080 GREELEY MALL STREET UNIT D05 GREELEY CO 80631 841091487 501(C)(3) 110000 0 HEALTH AND/OR EDUCATION PURPOSES FOR WELD COUNTY GRIFFITH CENTERS FOR CHILDREN INC 10190 BANNOCK STREET SUITE 120 NORTHGLENN CO 80260 840404251 501(C)(3) 12500 0 HEALTH AND/OR EDUCATION PURPOSES FOR WELD COUNTY HABITAT FOR HUMANITY OF THE ST VRAIN VALLEY PO BOX 333 LONGMONT CO 80502 841092616 501(C)(3) 20000 0 HEALTH AND/OR EDUCATION PURPOSES FOR WELD COUNTY HISPANIC WOMEN OF WELD COUNTY PO BOX 516 GREELEY CO 80632 841350213 501(C)(3) 17400 0 HEALTH AND/OR EDUCATION PURPOSES FOR WELD COUNTY HOPE AT MIRACLE HOUSE PO BOX 762 FORT LUPTON CO 80621 465508034 501(C)(3) 60000 0 HEALTH AND/OR EDUCATION PURPOSES FOR WELD COUNTY HOPE HOUSE NORTHERN COLORADO 1812 56TH AVENUE SUITE C GREELEY CO 80634 842254895 501(C)(3) 43500 0 HEALTH AND/OR EDUCATION PURPOSES FOR WELD COUNTY I HAVE A DREAM FOUNDATION OF BOULDER COUNTY 5390 MANHATTAN CIRCLE 200 BOULDER CO 80303 841150542 501(C)(3) 55000 0 HEALTH AND/OR EDUCATION PURPOSES FOR WELD COUNTY IMAGINATION LIBRARY OF COLORADO 3000 LAWRENCE STREET DENVER CO 80205 854295349 501(C)(3) 45000 0 HEALTH AND/OR EDUCATION PURPOSES FOR WELD COUNTY JOBS OF HOPE INC PO BOX 1017 GREELEY CO 80632 462146247 501(C)(3) 173500 0 HEALTH AND/OR EDUCATION PURPOSES FOR WELD COUNTY JOHNNYS AMBASSADORS INC 4242 HICKORY OAKS STREET CASTLE ROCK CO 80104 850593925 501(C)(3) 27000 0 HEALTH AND/OR EDUCATION PURPOSES FOR WELD COUNTY JUNIOR ACHIEVEMENT ROCKY MOUNTAIN INC 6500 GREENWOOD PLAZA BOULEVARD GREENWOOD VILLAGE CO 80111 840430495 501(C)(3) 10000 0 HEALTH AND/OR EDUCATION PURPOSES FOR WELD COUNTY LARIMER COUNTY PARTNERS INC 530 S COLLEGE AVENUE UNIT 1 FORT COLLINS CO 80524 742486211 501(C)(3) 55000 0 HEALTH AND/OR EDUCATION PURPOSES FOR WELD COUNTY LIFE STORIES CHILD & FAMILY ADVOCACY 1640 25TH AVENUE GREELEY CO 80634 841469488 501(C)(3) 6000 0 HEALTH AND/OR EDUCATION PURPOSES FOR WELD COUNTY LITTLE WILLOWS 1511 E 11TH STREET SUITE 290 LOVELAND CO 80537 832219413 501(C)(3) 10000 0 HEALTH AND/OR EDUCATION PURPOSES FOR WELD COUNTY MEALS ON WHEELS OF GREELEY INC 2131 9TH STREET GREELEY CO 80631 840673693 501(C)(3) 15000 0 HEALTH AND/OR EDUCATION PURPOSES FOR WELD COUNTY MEDICINE HORSE PROGRAM PO BOX 17068 BOULDER CO 80308 841558664 501(C)(3) 44375 0 HEALTH AND/OR EDUCATION PURPOSES FOR WELD COUNTY MICHAEL RAY LEE FOUNDATION 1132 49TH AVENUE GREELEY CO 80634 861489129 501(C)(3) 15000 0 HEALTH AND/OR EDUCATION PURPOSES FOR WELD COUNTY NORTH RANGE BEHAVIORAL HEALTH 1300 N 17TH AVENUE GREELEY CO 80631 840622660 501(C)(3) 307639 0 HEALTH AND/OR EDUCATION PURPOSES FOR WELD COUNTY NORTHERN COLORADO DOWN SYNDROME ASSOCIATION PO BOX 270983 FORT COLLINS CO 80527 473496472 501(C)(3) 6250 0 HEALTH AND/OR EDUCATION PURPOSES FOR WELD COUNTY NORTHERN COLORADO VETERANS RESOURCE CENTER 777 8TH AVENUE GREELEY CO 80631 820842029 501(C)(3) 63000 0 HEALTH AND/OR EDUCATION PURPOSES FOR WELD COUNTY NORTHERN COLORADO YOUTH FOR CHRIST 134 11TH AVENUE GREELEY CO 80632 237332916 501(C)(3) 130400 0 HEALTH AND/OR EDUCATION PURPOSES FOR WELD COUNTY OPERATION KIDS FOUNDATION TRIPLE T HAVEN 1245 E BRICKYARD ROAD SUITE 260 SALT LAKE CITY UT 84109 870643214 501(C)(3) 25000 0 HEALTH AND/OR EDUCATION PURPOSES FOR WELD COUNTY POUDRE LEARNING CENTER FOUNDATION 8313 W F STREET GREELEY CO 80631 810723214 501(C)(3) 199022 0 HEALTH AND/OR EDUCATION PURPOSES FOR WELD COUNTY PROJECT ANGEL HEART 4950 WASHINGTON STREET DENVER CO 80216 841199481 501(C)(3) 110000 0 HEALTH AND/OR EDUCATION PURPOSES FOR WELD COUNTY PROJECT SELF-SUFFICIENCY OF NORTHERN COLORADO 1810 BOISE AVENUE LOVELAND CO 80538 841206341 501(C)(3) 12500 0 HEALTH AND/OR EDUCATION PURPOSES FOR WELD COUNTY QUALIFIED LISTENERS CORP PO BOX 563 DACONO CO 80514 815381427 501(C)(3) 25000 0 HEALTH AND/OR EDUCATION PURPOSES FOR WELD COUNTY REACH OUT & READ COLORADO 3705 MARTIN LUTHER KING BOULEVARD DENVER CO 80205 861172160 501(C)(3) 41250 0 HEALTH AND/OR EDUCATION PURPOSES FOR WELD COUNTY THE REGENTS OF THE UNIVERSITY OF COLORADO 3100 MARINE STREET ROOM 481 572 UCB BOULDER CO 80309 846000555 501(C)(3) 115112 0 HEALTH AND/OR EDUCATION PURPOSES FOR WELD COUNTY RESPITE CARE INC 6203 S LEMAY AVENUE FORT COLLINS CO 80525 840840653 501(C)(3) 29000 0 HEALTH AND/OR EDUCATION PURPOSES FOR WELD COUNTY SALIDA DEL SOL ACADEMY FOUNDATION 111 E 26TH STREET GREELEY CO 80631 471101571 501(C)(3) 75750 0 HEALTH AND/OR EDUCATION PURPOSES FOR WELD COUNTY SOCCER WITHOUT BORDERS 2101 16TH STREET GREELEY CO 80631 203786129 501(C)(3) 31250 0 HEALTH AND/OR EDUCATION PURPOSES FOR WELD COUNTY ST JOHN PAUL II HIGH SCHOOL 1250 7TH STREET WINDSOR CO 80550 844250015 501(C)(3) 54500 0 HEALTH AND/OR EDUCATION PURPOSES FOR WELD COUNTY ST VRAIN VALLEY SCHOOL DISTRICT RE-1J 395 S PRATT PARKWAY LONGMONT CO 80501 846014380 501(C)(3) 76420 0 HEALTH AND/OR EDUCATION PURPOSES FOR WELD COUNTY STEPPING STONES OF WINDSOR PO BOX 105 WINDSOR CO 80550 470919769 501(C)(3) 25000 0 HEALTH AND/OR EDUCATION PURPOSES FOR WELD COUNTY SUCCESS FOUNDATION SERVING GREELEY EVANS SCHOOLS INC 1025 NINTH AVENUE GREELEY CO 80631 273567674 501(C)(3) 1224395 0 HEALTH AND/OR EDUCATION PURPOSES FOR WELD COUNTY THE AVERY CENTER PO BOX 336391 GREELEY CO 80633 472494559 501(C)(3) 10000 0 HEALTH AND/OR EDUCATION PURPOSES FOR WELD COUNTY THE GREELEY DREAM TEAM INC 1025 9TH AVENUE SUITE 336 GREELEY CO 80631 841070282 501(C)(3) 181000 0 HEALTH AND/OR EDUCATION PURPOSES FOR WELD COUNTY TOP NOTCH SPORTS ACADEMY & MENTORSHIP 1709 37TH AVENUE GREELEY CO 80634 821400696 501(C)(3) 30000 0 HEALTH AND/OR EDUCATION PURPOSES FOR WELD COUNTY TOWN OF EATON EATON PUBLIC LIBRARY 132 MAPLE AVENUE EATON CO 80615 846000657 501(C)(3) 15000 0 HEALTH AND/OR EDUCATION PURPOSES FOR WELD COUNTY TRAVERSE CHRISTIAN CHURCH 810 AUTOMATION DRIVE WINDSOR CO 80550 474836710 501(C)(3) 12500 0 HEALTH AND/OR EDUCATION PURPOSES FOR WELD COUNTY UNITED WAY OF WELD COUNTY INC PO BOX 1944 GREELEY CO 80632 846011918 501(C)(3) 874986 0 HEALTH AND/OR EDUCATION PURPOSES FOR WELD COUNTY UNIVERSITY OF NORTHERN COLORADO FOUNDATION INC 1620 RESERVOIR ROAD GREELEY CO 80631 846044833 501(C)(3) 459920 0 HEALTH AND/OR EDUCATION PURPOSES FOR WELD COUNTY VOLUNTEERS OF AMERICA COLORADO BRANCH 2660 LARIMER STREET DENVER CO 80205 840430995 501(C)(3) 127500 0 HEALTH AND/OR EDUCATION PURPOSES FOR WELD COUNTY WELD COUNTY CHILD CARE ASSOCIATION 510 N 67TH AVENUE GREELEY CO 80634 841098093 WELD COUNTY 19850 0 HEALTH AND/OR EDUCATION PURPOSES FOR WELD COUNTY WELD COUNTY SCHOOL DISTRICT RE-3J PO BOX 1022 HUDSON CO 80642 846013310 WELD COUNTY 34800 0 HEALTH AND/OR EDUCATION PURPOSES FOR WELD COUNTY WELD COUNTY SCHOOL DISTRICT RE-5J 110 S CENTENNIAL DRIVE SUITE A MILLIKEN CO 80543 846014680 WELD COUNTY 60000 0 HEALTH AND/OR EDUCATION PURPOSES FOR WELD COUNTY WELD COUNTY SCHOOL DISTRICT RE-7 PO BOX 485 KERSEY CO 80644 846014646 WELD COUNTY 55000 0 HEALTH AND/OR EDUCATION PURPOSES FOR WELD COUNTY WELD FOOD BANK 1108 H STREET GREELEY CO 80631 742244826 501(C)(3) 567750 0 HEALTH AND/OR EDUCATION PURPOSES FOR WELD COUNTY WELD LEGACY FOUNDATION 815 8TH AVENUE GREELEY CO 80631 840718355 501(C)(3) 135370 874809 BOOK OPERATIONAL AND PERSONNEL ASSISTANCE HEALTH AND/OR EDUCATION PURPOSES FOR WELD COUNTY WELD RE-4 EDUCATIONAL FOUNDATION PMB 4178 1298 MAIN STREET UNIT A WINDSOR CO 80550 462339519 501(C)(3) 136875 0 HEALTH AND/OR EDUCATION PURPOSES FOR WELD COUNTY WOMEN TO WOMEN INC PO BOX 336962 GREELEY CO 80633 264224007 501(C)(3) 10000 0 HEALTH AND/OR EDUCATION PURPOSES FOR WELD COUNTY YMCA OF NORTHERN COLORADO 2800 DAGNY WAY LAFAYETTE CO 80026 840459944 501(C)(3) 31663 0 HEALTH AND/OR EDUCATION PURPOSES FOR WELD COUNTY YOUTH EMPOWERMENT GROUP 3620 W 10TH STREET SUITE B120 GREELEY CO 80634 830812156 501(C)(3) 27625 0 HEALTH AND/OR EDUCATION PURPOSES FOR WELD COUNTY 104 0 PART I, LINE 2: THE ORGANIZATION'S GRANTS TO NON-PROFITS ARE GOVERNED BY STANDARD GRANT AGREEMENTS THAT REQUIRE MID-TERM AND FINAL REPORTS. THE WELD TRUST HAS PROCEDURES IN PLACE TO MONITOR THE TIMELY SUBMITTAL OF THESE REPORTS, WHICH INCLUDES A SUMMARY REPORT OF PROGRESS AND FINAL PERFORMANCE TO THE BOARD OF DIRECTORS. X 0 0 X X X 0 0 0 0 0 0 0 1 0 JEFFREY CARLSON CHIEF EXECUTIVE OFFICER 205648 0 0 0 0 0 16841 0 5786 0 228275 0 0 0 MIKE BOND CHIEF OPERATING OFFICER 159731 0 1600 0 0 0 13427 0 11133 0 185891 0 0 0 KYLE HOLMAN DIRECTOR OF HEALTH GRANTS 152355 0 2000 0 0 0 12553 0 15940 0 182848 0 0 0 RHONDA MOREHEAD DIRECTOR OF COMMUNICATIONS 141707 0 1600 0 0 0 11662 0 9448 0 164417 0 0 0 RAMON SERRANO CHIEF FINANCIAL OFFICER 142351 0 1600 0 0 0 12083 0 5155 0 161189 0 0 0 PART I, LINE 1A THE ORGANIZATION PAID $1025 FOR BOTH THE CHIEF OPERATING OFFICER AND THE DIRECTOR OF COMMUNICATIONS MEMBERSHIP DUES IN THE ROTARY CLUB OF GREELEY. PART I, LINE 7 THE CHIEF EXECUTIVE OFFICER AND THE BOARD REVIEWS THE PERFORMANCES OF THE EXECUTIVE STAFF AND OTHER STAFF TO DETERMINE IF ADDITIONAL COMPENSATION IN THE FORM OF BONUSES WILL BE PAID. DURING CALENDAR YEAR ENDING DECEMBER 31, 2023, BONUSES WERE AWARDED BASED ON REVIEW OF EACH INDIVIDUAL'S PERFORMANCE AND SERVICES TO THE ORGANIZATION. SCHEDULE J, PART II: INDIVIDUALS LISTED ON SCHEDULE J, PART II, PERFORM SERVICES FOR BOTH THE WELD TRUST AND WELD LEGACY FOUNDATION, A RELATED TAX-EXEMPT ORGANIZATION. COMPENSATION AND BENEFITS PAID TO THESE INDIVIDUALS REPORTED ON SCHEDULE J, PART II, REPRESENTS ONLY THE PORTION OF COMPENSATION AND BENEFITS PAID TO THESE INDIVIDUALS FOR SERVICES TO THE WELD TRUST. FORM 990, PART VI, SECTION A, LINE 1A THE ORGANIZATION HAS AN EXECUTIVE COMMITTEE WHICH IS ABLE TO EXERCISE AUTHORITY OF THE BOARD WHEN THE BOARD IS NOT IN SESSION EXCEPT AS SUCH AUTHORITY IS LIMITED BY STATUTE OR BY RESOLUTION CREATING OR OTHERWISE CONTROLLING THE EXECUTIVE COMMITTEE. THE MEMBERSHIP OF THE EXECUTIVE COMMITTEE SHALL INCLUDE THE CHAIR AND PRESIDENT OF THE BOARD OF THE CORPORATION, THE VICE PRESIDENT(S), IF ANY, THE SECRETARY, THE TREASURER AND THE IMMEDIATE PAST PRESIDENT. THE CHAIR AND PRESIDENT OF THE BOARD OF THE CORPORATION SHALL SERVE AS CHAIR OF THE COMMITTEE. THE EXECUTIVE COMMITTEE SHALL NOT HAVE THE AUTHORITY OF THE BOARD IN REFERENCE TO (I) APPOINTING, REMOVING OR FILLING VACANCIES IN THE MEMBERSHIP OF THE BOARD, BOARD COMMITTEES OR OFFICERS OF THE CORPORATION; (II) AMENDING THE ARTICLES OF INCORPORATION; (III) RESTATING THE ARTICLES OF INCORPORATION; (IV) ADOPTING A PLAN OF MERGER OR CONSOLIDATION WITH ANOTHER CORPORATION; (V) AUTHORIZING THE SALE, LEASE, EXCHANGE OR MORTGAGE OF ALL OR SUBSTANTIALLY ALL OF THE PROPERTY AND ASSETS OF THE CORPORATION; (VI) AUTHORIZING THE VOLUNTARY DISSOLUTION OF THE CORPORATION OR REVOKING PROCEEDINGS THEREFOR; (VII) ADOPTING A PLAN FOR THE DISTRIBUTION OF THE ASSETS OF THE CORPORATION OR (VIII) AMENDING, ALTERING OR REPEALING ANY RESOLUTION OF THE BOARD WHICH BY ITS TERMS PROVIDES THAT IT SHALL NOT BE AMENDED, ALTERED OR REPEALED BY SUCH COMMITTEE. FORM 990, PART VI, SECTION B, LINE 11B THE CHIEF EXECUTIVE OFFICER AND THE FINANCE COMMITTEE WILL REVIEW A COPY OF THE DRAFT FORM 990 AND THEN PRESENT IT TO THE BOARD OF DIRECTORS FOR APPROVAL PRIOR TO FILING THE FINAL COPY. FORM 990, PART VI, SECTION B, LINE 12C THE CONFLICT OF INTEREST POLICY COVERS THE BOARD OF DIRECTORS. THE BOARD OF DIRECTORS RECEIVES THE CONFLICT OF INTEREST POLICY AT THE ANNUAL MEETING. THE BOARD EXECUTIVE RECEIVES THE RESPONSES AND FORWARDS THEM TO THE GENERAL COUNSEL OF THE BOARD. IF THERE ARE ANY ITEMS THAT COME UP FOR DISCUSSION IN WHICH A CONFLICT OF INTEREST IS PRESENT, THE BOARD MEMBER EXCUSES HIM OR HERSELF AND ABSTAINS FROM VOTING. THE BOARD HAS THE OPTION TO ALLOW THE MEMBER TO BE PART OF THE DISCUSSION. FORM 990, PART VI, SECTION B, LINE 15 THE BOARD OF DIRECTORS ANNUALLY EVALUATES AND REVIEWS THE CHIEF EXECUTIVE OFFICER'S COMPENSATION USING COMPENSATION SURVEYS AND COMPARABILITY SALARY DATA FOR SIMILAR POSITIONS AT SIMILARLY SITUATED ORGANIZATIONS. THE CHIEF EXECUTIVE OFFICER AND THE BOARD OF DIRECTORS USE A SIMILAR COMPARABILITY STUDY TO REVIEW AND EVALUATE COMPENSATION FOR OTHER OFFICERS AND EMPLOYEES, WHICH IS THEN APPROVED AND SET BY THE CHIEF EXECUTIVE OFFICER. FORM 990, PART VI, SECTION C, LINE 19 THE GENERAL PUBLIC IS ALLOWED TO VIEW THE DOCUMENTS ON PREMISES BUT NOT ALLOWED TO MAKE COPIES AND TAKE THEM OFF OF THE PREMISES. FORM 990, PART XI, LINE 9: BOOK/TAX ADJUSTMENT FOR GRANT PAYMENTS 5,000,000. FORM 990, PART I, LINE 5, PART V, LINE 2A, PART VII AND PART IX: THE WELD TRUST HAD A CLIENT SERVICE AGREEMENT WITH INSPERITY PEO, AN UNRELATED ORGANIZATION, THROUGH MAY OF 2023. AS OF JUNE 2023, THE WELD TRUST CHANGED THE SERVICE AGREEMENT OVER TO CONCURRENT HRO, ALSO AN UNRELATED ORGANIZATION. INSPERITY PEO AND CONCURRENT HRO ARE PROFESSIONAL EMPLOYER ORGANIZATIONS(PEO). AS A RESULT, THE PEOS ARE THE EMPLOYER FOR THE PURPOSE OF PAYING WAGES AND BENEFITS. THE WELD TRUST INPUTS AND APPROVES ALL EMPLOYEE TIME AND WAGES INTO THE PEO'S ONLINE SYSTEM AND THE PEO PROCESSES THE PAYROLL AND ADMINISTERS ALL BENEFITS ON BEHALF OF THE WELD TRUST. THE PEOS ALSO REMIT ALL TAXES AND FILE ALL RETURNS UNDER THEIR NAME AND EMPLOYER IDENTIFICATION NUMBER. THE SALARY, BENEFITS, AND PAYROLL TAX EXPENSES SHOWN ON FORM 990 LINE 5, 7, AND 10 OF PART IX REPRESENT AMOUNTS PAID BY THE PEOS AS PART OF THE CLIENT SERVICE AGREEMENT. IN ADDITION, THE WELD TRUST IS REPORTING PAID EMPLOYEES ON FORM 990, PART V, LINE 2A BECAUSE OF THE RELATIONSHIP WITH THE PEOS AS STATED ABOVE. SHEEP DRAW FARMS LLC 815 8TH AVENUE GREELEY CO 80631 680540676 HOLDS TITLE TO FARM RENT INCOME CO 20363 5786414 THE WELD TRUST SOUTHSIDE INVESTMENTS LLC 815 8TH AVENUE GREELEY CO 80631 680611503 OWNS HOUSES ADJACENT TO THE HOSPITAL CO 372855 30825 THE WELD TRUST NORMEDCO CARE LLC 815 8TH AVENUE GREELEY CO 80631 742354112 OWNS FACILITY LEASED TO A FEDERALLY QUALIFIED HEALTH CENTER FOR $1 PER YEAR CO -728075 1057464 THE WELD TRUST WELD LEGACY FOUNDATION 815 8TH AVENUE GREELEY CO 80631 840718355 PUBLIC CHARITY CO 501(C)(3) LINE 7 THE WELD TRUST 1 0 1 0 0 0 0 0 0 0 0 0 0 0 1 1 0 1 0 0 WELD LEGACY FOUNDATION B 135370 COST WELD LEGACY FOUNDATION O 783907 COST WELD LEGACY FOUNDATION N 90902 COST