2026-09-03T09:46:45-07:00 2025-12-31 261726608 L W BARCZUK & CO PO BOX 4465 GREENWOOD VILLAGE CO 80155 990PF 2025-01-01 846029641 Viola Vestal Coulter Foundation 1140132807 VIOL 3039020989 4836 W Fair Avenue Littleton CO 80123 Pamela Saxton Vice President 2026-09-03 true Lynn Barczuk P00172130 7204075015 2025 X 8130927 X X 4726 4726 151556 151556 167147 2249911 167147 64596 42363 388025 365792 57900 11580 46320 6050 1550 1550 72722 62119 6110 10392 7884 21217 4409 1506 168281 87542 55486 354500 354500 522781 87542 409986 -134756 278250 602810 549790 549790 1803547 1830042 2127961 4804298 4686362 5453176 7210655 7066194 8130927 0 X 7210655 7066194 7210655 7066194 7210655 7066194 7210655 -134756 7075899 9705 7066194 UBS Capital gain distributions - various P 2001-01-01 2025-12-31 1855 1855 1855 UBS - 53464 Congress LCG(detail on file) P 2025-01-01 2025-12-31 171244 199721 -28477 -28477 UBS - 54479 Congress LCG) P 2025-01-01 2025-12-31 97527 107352 -9825 -9825 UBS-Boston-AB 17716 (detail on file) P 2025-01-01 2025-12-31 41262 44718 -3456 -3456 UBS-Boston-AB 17716 (detail on file) P 2001-01-01 2025-12-31 324576 284699 39877 39877 UBS Prin REIT -28509 (detail on file) P 2025-01-01 2025-12-31 46349 51308 -4959 -4959 UBS Prin REIT -28509 (detail on file) P 2001-01-01 2025-12-31 15637 14299 1338 1338 UBS-Congress-AB 15198 (detail on file P 2025-01-01 2025-12-31 308222 394461 -86239 -86239 UBS-Congress-AB 15198 (detail on file P 2001-01-01 2025-12-31 421694 280262 141432 141432 UBS-TSY-AB 15205 (detail on file) P 2001-01-01 2025-12-31 95967 69109 26858 26858 UBS - TSW - AB 43415 (detail on file) P 2025-01-01 2025-12-31 134909 122245 12664 12664 UBS - TSW - AB 43415 (detail on file) P 2001-01-01 2025-12-31 573770 514590 59180 59180 UBS disallowed wash sales ST P 2025-01-01 2025-12-31 2425 2425 2425 UBS disallowed wash sales LT P 2001-01-01 2025-12-31 14474 14474 14474 167147 -117867 3868 3868 3868 5400 5400 X 8 1524 1524 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 Nikki Gutshall Carlson 428 3rd Street Encinitas CA 92024 Trustee 0.00 0 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 5.00 28500 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 1.00 3000 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 3000 NONE NONE 7748399 39013 188991 7976403 0 7976403 119646 7856757 392838 392838 3868 3868 388970 388970 388970 409986 409986 388970 18103 18103 409986 0 388970 21016 39119 0 18103 21016 21016 X Colorado College 14 East Cache La Poudre Colorado Springs CO 80903 None PC Scholarship 10000 Colorado Section SME 9882 W 86th Avenue Arvada CO 80005 None PC Scholarship 10000 CSM-Graduate Fellowship PO Box 4005 Golden CO 80401 None PC Scholarship 6500 CSM Undergraduate PO Box 4005 Golden CO 80401 None PC Scholarship 10000 CU-Coulter Health Science 1380 Lawrence Street Suite 1325 Denver CO 80204 None PC Scholarship 12000 CU-Schley Undergraduate 1380 Lawrence Street Suite 1325 Denver CO 80204 None PC Scholarship 10000 DU-B Buell College of Law 2190 E Asbury Avenue Denver CO 80208 None PC Scholarship 6000 DU-CBSOA Norblom 2190 E Asbury Avenue Denver CO 80208 None PC Scholarship 10000 DU-J Holland Law 2190 E Asbury Avenue Denver CO 80208 None PC Scholarship 6000 DU-Karl Mayer Business 2190 E Asbury Avenue Denver CO 80208 None PC Scholarship 10000 Escuela De Guadelupe Elementary Sch 3401 Pecos Street Denver CO 80211 None PC Scholarship 16000 UNR - Mackay Graduate School Ross Hall Rm 202 Mail Stop 0424 Reno NV 89557 None PC Scholarship 6500 UNR - Mackay Undergraduate Ross Hall Rm 202 Mail Stop 0424 Reno NV 89557 None PC Scholarship 20000 Montana State University - Nursing PO Box 174160 Bozeman MT 59717 None PC Scholarship 10000 Montana Tech 1300 W Park Street U of Montana Butte MT 59701 None PC Scholarship 10000 National Jewish Hospital and Resear 1400 Jackson Street Denver CO 80206 None PC Scholarship 12000 New Mexico Institute of Mine Techno 801 Leroy Place Socorro NM 87801 None PC Scholarship 10000 St Joseph's Hospital Assoc ProgTrni 1835 Franklin Street Denver CO 80218 None PC Scholarship 8000 UCLA-School of Nursing 6266 Morley Avenue Los Angeles CA 90056 None PC Scholarship 10000 Washington State Univ-Kappa Alpha T PO Box 641925 Pullman WA 99164 None PC Scholarship 8000 Biola University - James Gutshall G 13800 Biola Avenue La Mirada CA 90639 None PC Award 8500 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 10000 Biola University-Crowell School of 13800 Biola Avenue La Mirada CA 90639 None PC Scholarship 10000 Mackay UNR Earth Sciences and Eng Ross Hall RM 202 Mail Stop 0424 Reno NV 89557 None PC Scholarship 10000 Washington State Univ-Graduate Gold PO Box 641925 Pullman WA 99164 None PC Scholarship 6500 354500 14 4726 14 151556 15 42963 18 167147 Non-dividend distribution 14 1599 Oil and gas revenue-WI 211110 20034 20034 367991 388025 false false false false false false false false false false LW Barczuk and Co 6050 1550 0 1550 UBS AB 17716 - Boston 898312 1021207 UBS AB 15198 - Congress MCG 931730 1106754 Oil and Gas Properties AT COST 18 166998 UBS -TSW AT COST 1186557 1205874 UBS- I-TSY AT COST 2147271 2619581 UBS/Comerica Trust AT COST UBS AB 53464 Congress LC G AT COST 947550 1062122 UBS-Prin REIT AT COST 404966 398601 Timing and basis differences (bk/tx) 9705 Annual meeting/report 877 439 438 Dues 850 425 425 Insurance 750 375 375 Office supplies/dues/bank fees 535 267 268 Other expenses-ORRI 2903 2903 Other expenses-WI 15302 Non-dividend distribution 1599 Oil and gas revenue-WI 20034 Other Investment Income 42963 42363 Comerica- Oil & Gas mgmt 6336 4321 0 0 Farmers Nat'l - prop and mgmt 7791 5313 0 0 UBS Financial/Comerica 58595 52485 0 6110 Excise Tax refund 64 -64 Excise Taxes - 990PF 6300 6300 Severance taxes-ORRI 492 492 Severance taxes-WI 2508 State tax-ORRI 1156 1156