2025-11-03T12:42:26-06:00 2024-12-31 450250958 EIDE BAILLY LLP 1801 13TH ST STE 210 BOULDER CO 803025387 990PF 2024-01-01 742501168 THE BARRETT FOUNDATION BARR 7204069600 PO BOX 1701 BOULDER CO 80306 RICHARD W BARRETT TRUSTEE 7204069600 2025-10-30 1 1 AMY LAI CPA P00075527 3034431911 2025-10-30 2024 2025-03-06 01:10:19Z X 12054782 X 0 X 2982 2982 93227 93227 461835 1118395 461835 5192 0 563236 558044 78959 0 78959 20512 0 20512 55515 44736 10779 14553 1034 7464 12769 0 12769 30555 0 30346 212863 45770 160829 329995 329995 542858 45770 490824 20378 512274 401562 68346 68346 6457 2401 2401 701252 480439 700651 5435455 6013918 11283384 6544726 6565104 12054782 0 0 X 0 0 0 0 6544726 6565104 6544726 6565104 6544726 6565104 6544726 20378 0 6565104 0 6565104 PUBLICLY TRADED SECURITIES 2024-12-31 165076 164744 332 332 PUBLICLY TRADED SECURITIES 2024-12-31 942542 491816 450726 450726 CAPITAL GAIN DISTRIBUTION 2024-12-31 10777 10777 10777 461835 7121 0 7121 0 7121 4400 0 3000 0 7400 X 160 119 119 0 0 0 0 0 0 0 0 0 0 0 1 1 CO 1 0 0 0 0 1 N/A RICHARD AND ELAINE BARRETT 3034432985 1040 MAPLETON AVENUE BOULDER CO 80304 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 1 0 0 1 0 0 0 0 RICHARD W BARRETT 1040 MAPLETON AVE BOULDER CO 80304 TRUSTEE 2.00 0 0 0 ELAINE E BARRETT 1040 MAPLETON AVE BOULDER CO 80304 TRUSTEE 2.00 0 0 0 MAGDALENA PAUL 1040 MAPLETON AVE BOULDER CO 80304 FOUNDATION DIRECTOR 40.00 78959 20512 0 NONE 0 NONE 0 0 11831798 94724 0 11926522 0 0 11926522 178898 11747624 587381 587381 7121 7121 580260 0 580260 0 580260 490824 0 490824 580260 0 0 40500 8428 48928 490824 0 0 0 490824 0 48928 48928 0 0 0 0 0 40508 0 0 0 RICHARD W BARRETT ELAINE E BARRETT X PET MENDERS ANIMAL HOSPITAL - PIPER MEMORIAL FOUNDATION 2790 MOORHEAD AVE BOULDER CO 80305 N/A NC SUPPORT FOR ASSISTANCE PROGRAM TO AID THE POOR OF BOULDER COUNTY TO ACQUIRE QUALITY MEDICAL AND SURGICAL SERVICES WHO CANNOT AFFORD THEM. 29995 THE BOARD OF TRUSTEES OF THE LELAND STANFORD JUNIOR UNIVERSITY 450 SERRA MALL STANFORD CA 84305 N/A PC GSB RICHARD RAINWATER FELLOWSHIP FUND 250000 THE BOARD OF TRUSTEES OF THE LELAND STANFORD JUNIOR UNIVERSITY 450 SERRA MALL STANFORD CA 94305 N/A PC GSB SUSTAINABILITY FUND 50000 329995 0 14 2982 14 93227 18 461835 TAX REFUND 5192 0 558044 5192 563236 7 TAX REFUND 0 0 0 0 0 0 0 0 0 0 PET MENDERS ANIMAL HOSPITAL - PIPER MEMORIAL FOUNDATION 2790 MOORHEAD AVE BOULDER CO 80305 2024-02-20 29995 FUND AN ASSISTANCE PROGRAM TO AID THE POOR OF BOULDER COUNTY TO ACQUIRE QUALITY MEDICAL AND SURGICAL PET SERVICES THEY OTHERWISE COULD NOT AFFORD. 29995 NONE DETAILED MONTHLY REPORTS ARE PROVIDED 2024-12-31 GRANTEE PROVIDES THE FOUNDATION WITH MONTHLY DETAILED REPORTING OF THE USES OF THE GRANT FUNDS. FUNDS ARE APPLIED DIRECTLY TO VETERINARY SERVICE INVOICES FOR THOSE WHO OTHERWISE WOULD NOT BE ABLE TO AFFORD THE SERVICE. THERE IS NO ADMINISTRATIVE ASPECT OF THE FUNDS, EVERY DOLLAR IS ALLOCATED TO INVOICE PAYMENTS FOR THE SERVICES PROVIDED TO THE LOW-INCOME AND/OR INDIGENT PEOPLE OF BOULDER COUNTY. THE FOUNDATION RECEIVED ADEQUATE SUPPORT THAT FUNDING PROVIDED WAS USED FOR THE INTENDED CHARITABLE PURPOSES. ABBOTT LABS 13333 13461 ACCENTURE PLC IRELAND 8269 9498 ADOBE INC 7278 10228 AIR PRODS & CHEMS INC 9832 9861 ALPHABET INC 19074 26691 AMERICAN TOWER CORP NEW 9933 12472 APPLE INC 14322 20785 BLACKROCK INC 8295 10251 COSTCO WHSL CORP NEW 9228 17409 DANAHER CORPORATION 16941 16528 DISNEY WALT CO 20952 15478 ECOLAB INC 7692 8904 FISERV INC 6153 11298 FORTIVE CORP 10130 12900 GILEAD SCIENCES INC 11909 15980 HOME DEPOT INC 8881 10114 HONEYWELL INTL INC 12934 19427 INTERCONTINENTAL EXCHANGE INC 9953 16391 INTUIT 7029 9428 JPMORGAN CHASE & CO. 6977 11266 KEURIG DR PEPPER INC 13159 12527 L3HARRIS TECHNOLOGIES INC 12027 11355 LAUDER ESTEE COS INC 19897 8098 MARRIOTT INTL INC NEW 13524 23152 MATTEL INC 4260 88260 MCDONALDS CORP 7315 9566 MICROSOFT CORP 18187 21075 NEXTERA ENERGY INC 9758 8603 NVIDIA CORPORATION 10137 9266 ORACLE CORP 16649 34161 PAYPAL HLDGS INC 13068 11437 ROPER TECHNOLOGIES INC 8049 8837 S&P GLOBAL INC 10115 10459 SCHLUMBERGER LTD 13756 15949 SOUTHWEST AIRLS CO 24295 67240 STRYKER CORPORATION 12992 14762 TEXAS INSTRS INC 7677 10313 THERMO FISHER SCIENTIFIC INC 10826 9884 TJX COS INC NEW 14056 19209 VISA INC 21577 28128 COHEN & STEERS PFD SECS & INCO AT COST 199327 171331 COLUMBIA FDS SER TR II MASS AT COST 53029 55253 CRESTONE INVESTMENTS AT COST 1000000 1837726 DFA INVT DIMENSIONS GROUP INC AT COST 182662 180476 DODGE & COX INCOME FD AT COST 531695 499871 INVESCO EXCHANGE TRADED FD TR AT COST 285685 291407 ISHARES TR AT COST 212820 291667 ISHARES TR AT COST 300163 450310 LAZARD FDS INC AT COST 82313 70211 METROPOLITAN WEST FDS AT COST 362027 314376 NEEDHAM AGGRESSIVE GROWTH FUND AT COST 2241032 6419226 NUVEEN INVT FDS INC AT COST 101755 88539 VANGUARD INDEX FDS AT COST 382923 523185 VANGUARD TAX-MANAGED FDS AT COST 78487 89806 OFFICE EXPENSE 6954 0 6953 CONTRACT SERVICES 20748 0 20748 MEALS & ENTERTAINMENT 2645 0 2645 PENALTIES 208 0 0 TAX REFUND 5192 5192 INVESTMENT MANAGEMENT FEES 44736 44736 0 LEGAL AND ACCOUNTING FEES 10779 0 10779 PAYROLL TAXES 7464 0 7464 FOREIGN TAXES WITHHELD 1034 1034 0 EXCISE TAX 6055 0 0