2025-07-02T08:20:33-07:00 2024-12-31 261726608 L W BARCZUK & CO PO BOX 4465 GREENWOOD VILLAGE CO 80155 990PF 2024-01-01 846029641 Viola Vestal Coulter Foundation 1140132807 VIOL 3039020989 4836 W Fair Avenue Littleton CO 80123 Pamela Saxton Vice President 2025-07-02 true true Lynn Barczuk P00172130 7204075015 2024 2025-03-06 01:10:19Z X 8167546 X X 145 145 136594 136594 1759778 3600067 1759778 96649 49544 1993166 1946061 50400 10808 40320 1500 1500 5495 1835 1835 75208 57993 7651 28577 24736 24511 3740 1353 185691 100612 51159 307500 307500 493191 100612 358659 1499975 1845449 276988 602810 602810 1561226 1803547 2271285 3857233 4804298 5293451 5695447 7210655 8167546 0 X 5695447 7210655 5695447 7210655 5695447 7210655 5695447 1499975 15235 7210657 2 7210655 UBS Capital gain distributions - various P 2001-01-01 2024-12-31 2102 2102 2102 UBS-Congress-AB 53464(detail on file) P 2024-01-01 2024-12-31 23717 24656 -939 -939 UBS-Boston-AB 17716 (detail on file) P 2024-01-01 2024-12-31 37565 28488 9077 9077 UBS-Boston-AB 17716 (detail on file) P 2001-01-01 2024-12-31 342392 210644 131748 131748 UBS-Congress-AB 15198 (detail on file) P 2024-01-01 2024-12-31 112921 124566 -11645 -11645 UBS-Congress-AB 15198 (detail on file) P 2001-01-01 2024-12-31 497039 311143 185896 185896 UBS - TSW - AB 43415 (detail on file) P 2024-01-01 2024-12-31 82587 72696 9891 9891 UBS - TSW - AB 43415 (detail on file) P 2001-01-01 2024-12-31 505457 392357 113100 113100 UBS-Inves REIT-AB 28509 (detail on file) P 2024-01-01 2024-12-31 253594 244584 9010 9010 UBS-Inves REIT-AB 28509 (detail on file) P 2001-01-01 2024-12-31 212199 223217 -11018 -11018 UBS - Comerica AB 45880 (detail on file) P 2001-01-01 2024-12-31 1530494 207938 1322556 1322556 1759778 15394 25652 25652 25652 24829 24829 X 823 0 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 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 27000 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 23400 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 Secretary 1.00 0 NONE NONE 7406906 336980 244914 7988800 0 7988800 119832 7868968 393448 393448 25652 25652 367796 367796 367796 358659 358659 367796 19647 18103 37750 358659 0 358659 9137 9137 28613 0 10510 18103 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-Norblom Music 1380 Lawrence Street Suite 1325 Denver CO 80204 None PC Scholarship 7000 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-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 St Joseph Hospital LPN Assc Program 1835 Franklin Street Denver CO 80218 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 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 61000 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 307500 14 145 14 136594 15 34533 18 2102 1757676 Non-dividend distribution 14 13735 Oil and gas revenue-WI 211110 47105 Other income - inv 14 1276 47105 188385 1757676 1993166 false false false false false false false false false false LW Barczuk and Co 5495 1835 0 1835 UBS AB 17716 - Boston 939437 1137222 UBS AB 15198 - Congress MCG 864110 1134063 Oil and Gas Properties AT COST 18 244914 UBS -TSW AT COST 1211970 1223516 UBS- I-TSY AT COST 143965 147236 UBS/Comerica Trust AT COST 2066644 2344628 UBS AB 53464 Congress LC G AT COST 988156 944518 UBS-Invesco REIT AT COST 393545 388639 Allred & Brotherson 1500 1500 0 0 Rounding 2 Annual meeting/report 736 368 368 Dues 830 415 415 Insurance 750 375 375 Office supplies/dues/bank fees 390 195 195 Other expenses-ORRI 2387 2387 Other expenses-WI 19418 Non-dividend distribution 13735 13735 Oil and gas revenue-WI 47105 Other income - inv 1276 1276 Other Investment Income 34533 34533 Timing and basis differences (bk/tx) 15235 Comerica- Oil & Gas mgmt 5138 2173 0 0 Farmers Nat'l - property 11436 4837 0 0 UBS Financial 58634 50983 0 7651 Excise Taxes - 990PF 23307 23307 Severance taxes-ORRI 822 822 Severance taxes-WI 3841 State tax-ORRI 607 607