2023-11-15T13:20:57-06:00 2022-12-31 450250958 EIDE BAILLY LLP 2950 E HARMONY RD STE 290 FORT COLLINS CO 805283429 990 2022-01-01 742358522 THE WELD TRUST WELD 9703506052 815 8TH AVENUE GREELEY CO 80631 JEFFREY CARLSON CHIEF EXECUTIVE OFFICER 9703506052 2023-11-14 1 JEFFREY CARLSON 999009999 0 KYLE FRITCH CPA P01313374 9702238825 2023-11-14 3 AAL1 IAL1 2022 2023-04-26 12:10:37Z TOM GRANT 815 8TH AVENUE GREELEY CO 80631 413148923 0 X WELDTRUST.ORG X 1984 CO TO POSITIVELY IMPACT THE HEALTH, EDUCATION, AND WELLNESS OF WELD COUNTY. 11 11 23 11 -16096 0 10100 0 0 0 43558069 14324633 35769 -180504 43603938 14144129 12767716 14080694 0 0 1429532 2189029 0 0 0 2988543 2658739 17185791 18928462 26418147 -4784333 583105171 511590784 29201954 26225189 553903217 485365595 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 14080694 14080694 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. 14080694 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 11 0 1 23 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 X 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 191837 0 19135 RAMON SERRANO CHIEF FINANCIAL OFFICER 40.00 10.00 X 136671 0 20293 MIKE BOND CHIEF OPERATING OFFICER 40.00 10.00 X 150818 0 19613 RHONDA MOREHEAD DIRECTOR OF COMMUNICATIONS 40.00 10.00 X 139914 0 17097 KYLE HOLMAN DIRECTOR OF HEALTH GRANTS 50.00 0.00 X 118054 0 20069 737294 0 96207 7 0 1 0 INNOVEST PORTFOLIO SOLUTIONS LLC 7979 E TUFTS AVENUE SUITE 1700 DENVER CO 80237 INVESTMENT ADVISORY SERVICES 177307 1 11840472 -16096 11856568 4084 4084 112652 316358 -203706 -203706 -203706 397979597 3193000 398487077 201359 -507480 2991641 2484161 2484161 OTHER MISCELLANEOUS INCOME 900099 18066 18066 SETTLEMENT REVENUE 900099 1052 1052 19118 14144129 0 -16096 14160225 14080694 14080694 668175 668175 1056892 1056892 463080 463080 882 882 20466 20466 58308 58308 1688304 1688304 97450 97450 48099 48099 111290 111290 72964 72964 19815 19815 44452 44452 138797 138797 29938 29938 SALES AND USE TAX AND O 279686 279686 STAFF DEVELOPMENT 24982 24982 DUES & SUBSCRIPTIONS 17591 17591 BOND FEES 1000 1000 5597 5597 18928462 14080694 4847768 0 1594409 1454714 120273 101779 29786539 25836274 5330 15638 17302812 5226750 12502021 12076062 465765662 366038313 72654792 106068004 676145 583105171 511590784 301393 300429 28900561 25924760 29201954 26225189 X 553903217 485365595 553903217 485365595 583105171 511590784 X -4784333 -68077144 4323855 X 0 1 X 1 0 X X 2 NCMCF (WELD LEGACY FOUNDATION) 840718355 7 1 33370 845364 CLASS OF PUBLICLY SUPPORTED ORGANIZATIONS 000000000 7 1 13201960 0 2 13235330 845364 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, NORTH COLORADO MEDICAL CENTER 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 NORTH COLORADO MEDICAL CENTER FOUNDATION (NCMC 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 4804422 1057464 374057 133498 240559 46499 17300 29199 11020370 271530 10748840 12076062 RCP SOF III OVERAGE FUND 3219022 F WEATHERLOW OFFSHORE FUND 11182878 F IRONWOOD INSTITUTIONAL MULTI-STRATEGY FUND 12631489 F HUDSON BAY INTERNATIONAL FUND 8579930 F CANYON VALUE REALIZATION FUND 8026546 F GREENSPRING GLOBAL PARTNERS X-B 3687414 F U.S. REAL ESTATE INVESTMENT FUND 17561165 F HARBOURVEST 2021 GLOBAL FEEDER FUND 3654398 F PARTNERS GROUP PRIVATE EQUITY 9952651 F GOLUB CAPITAL PARTNERS INTERNATIONAL 24422008 F CORDILLERA INVESTMENT FUND III 3150503 F 106068004 X -55381106 -68077144 600000 -676145 -68153289 12772183 1688304 -316358 1371946 14144129 13156516 600000 316358 916358 12240158 1688304 5000000 6688304 18928462 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 2D - OTHER ADJUSTMENTS: PENSION RELATED CHANGES OTHER THAN NET PERIODIC PENSION COST -676,145. PART XI, LINE 4B - OTHER ADJUSTMENTS: RENTAL EXPENSES NETTED WITH REVENUE -316,358. PART XII, LINE 2D - OTHER ADJUSTMENTS: RENTAL EXPENSES NETTED WITH REVENUE 316,358. 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 0 0 INVESTMENTS N/A 55862680 0 0 0 0 0 0 55862680 0 55862680 1 0 1 1 1 0 PART I, LINE 3: THE WELD TRUST IS REPORTING INVESTMENT BALANCES ON AN ACCRUAL BASIS ON SCHEDULE F. PART III ACCOUNTING METHOD: 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 TWO 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 AL FRENTE DE LUCHA PO BOX 200021 EVANS CO 80620 841079728 501(C)(3) 6000 0 DIRECTOR/EMPLOYEE DISCRETIONARY USE OF FUNDS 60 RIDE SENIOR RESOURCE SERVICES 800 8TH AVENUE SUITE 229 GREELEY CO 80631 204429783 501(C)(3) 15000 0 2022 RIDE & REVEL! A LITTLE HELP 19 OLD TOWN SQUARE SUITE 238 FORT COLLINS CO 80524 830494129 501(C)(3) 15000 0 A LITTLE HELP FOR OLDER ADULTS IN WELD COUNTY A WOMAN'S PLACE PO BOX 337751 GREELEY CO 80634 840811596 501(C)(3) 100107 0 GENERAL SUPPORT ADEO COLORADO 2780 28TH AVENUE GREELEY CO 80634 840779790 501(C)(3) 27690 0 GENERAL SUPPORT ADVENTURE WEST COUNCIL INC BSA 2215 23RD AVENUE GREELEY CO 80634 840253710 501(C)(3) 50000 0 GENERAL SUPPORT AIMS COMMUNITY COLLEGE PO BOX 69 GREELEY CO 80632 840802870 501(C)(3) 45500 0 GENERAL SUPPORT ALA CARTE EDUCATION FOUNDATION INC 1823 45TH AVENUE GREELEY CO 80634 831537134 501(C)(3) 67500 0 FOR OUR CHILDREN - WELD ALMOST HOME INC 22 S 4TH AVENUE SUITE 102 BRIGHTON CO 80601 841220644 501(C)(3) 93094 0 GENERAL SUPPORT AMERICAN CANCER SOCIETY 8221 WEST 20TH STREET GREELEY CO 80634 131788491 501(C)(3) 50000 0 2022 NORTHERN COLORADO CATTLE BARON 'S BALL ASSISTANCE LEAGUE OF GREELEY 1706 9TH STREET GREELEY CO 80631 237083124 501(C)(3) 10000 0 WARM UP WELD COUNTY AZTECA BOXING CLUB 3660 W 25TH STREET UNIT 801 GREELEY CO 80634 823084450 501(C)(3) 17200 0 DIRECTOR/EMPLOYEE DISCRETIONARY USE OF FUNDS BOOK TRUST INC 191 UNIVERSITY BLVD SUITE 527 DENVER CO 80206 204124164 501(C)(3) 55278 0 SUPPORTING THE JOY AND POWER OF READING ACROSS GREELEY-EVANS BOYS & GIRLS CLUBS OF WELD COUNTY PO BOX 812 GREELEY CO 80632 840529902 501(C)(3) 7500 0 GENERAL SUPPORT BRIGIT'S BOUNTY COMMUNITY RESOURCES 110 JOHNSON STREET FREDERICK CO 80530 274561315 501(C)(3) 51040 0 FOOD DONATION PROGRAM IMPROVEMENTS CATHOLIC CHARITIES AND COMMUNITY SERVICES OF THE ARCHDIOCESE 6240 SMITH ROAD DENVER CO 80216 840686679 501(C)(3) 296250 0 GENERAL SUPPORT CENTENNIAL AREA HEALTH EDUCATION CENTER 2105 CLUBHOUSE DRIVE GREELEY CO 80634 840772637 501(C)(3) 50000 0 BE MINDFUL - IT MATTERS COLORADO HUMANITIES 7935 E PRENTICE AVENUE SUITE 450 GREENWOOD VILLAGE CO 80111 840715097 501(C)(3) 19676 0 GENERAL SUPPORT COMMUNITY GRIEF CENTER 4650 W 20TH STREET SUITE A GREELEY CO 80634 473925959 501(C)(3) 22000 0 GENERAL SUPPORT CONNECTIONS FOR INDEPENDENT LIVING 1331 8TH AVENUE GREELEY CO 80631 742418249 501(C)(3) 10000 0 HOUSING DEPOSIT ASSISTANCE PROGRAM DAYSPRING CHRISTIAN ACADEMY 3734 W 20TH STREET GREELEY CO 80634 840690857 501(C)(3) 6161 0 FRENDZY DEMENTIA TOGETHER 4025 AUTOMATION WAY STE F2 FORT COLLINS CO 80525 814275360 501(C)(3) 49000 0 DIRECTOR/EMPLOYEE DISCRETIONARY USE OF FUNDS EARLY CHILDHOOD UNIVERSITY 2651 W 11TH STREET ROAD GREELEY CO 80634 753046724 501(C)(3) 50000 0 CURRICULUM ENHANCEMENTS ENVISION CREATIVE SUPPORT FOR PEOPLE WITH DEVELOPMENTAL DISABILITIES PO BOX 200069 EVANS CO 80620 840568176 501(C)(3) 87837 0 GENERAL SUPPORT FORWARD STEPS FOUNDATION PO BOX 3484 BOULDER CO 80307 205092412 501(C)(3) 12500 0 GROWING REALIZING APTITUDES PARTNERS AND AVAILABLE SERVICES FREEDOM REVIVED 3578 NORTHPARK DRIVE WESTMINSTER CO 80031 850915654 501(C)(3) 31875 0 WELD COUNTY FIRST RESPONDER BEHAVIORAL HEALTH GENERATIONS CHURCH COMMUNITY OUTREACH CENTER 908 11TH AVENUE GREELEY CO 80631 237287632 501(C)(3) 12500 0 RAPID RESPONSE GRANT GENESIS PROJECT OF NORTHERN COLORADO 1411 9TH AVENUE GREELEY CO 80631 270028078 501(C)(3) 102509 0 GENERAL SUPPORT GREELEY FAMILY HOUSE 1206 10TH STREET GREELEY CO 80631 841045958 501(C)(3) 32500 0 GENERAL SUPPORT GREELEY WELD HABITAT FOR HUMANITY 2080 GREELEY MALL STREET UNIT D05 GREELEY CO 80631 841091487 501(C)(3) 110000 0 GENERAL SUPPORT GRIFFITH CENTERS FOR CHILDREN INC 10190 BANNOCK STREET SUITE 120 NORTHGLENN CO 80260 840404251 501(C)(3) 37500 0 BEHAVIORAL HEALTH SERVICES AND CRISIS INTERVENTION FOR WELD COUNTY YOUTH HABITAT FOR HUMANITY OF THE ST VRAIN VALLEY PO BOX 333 LONGMONT CO 80502 841092616 501(C)(3) 47500 0 NEIGHBORHOOD REVITALIZATION HAPPINESS THROUGH HORSES 15600 COUNTY ROAD 6 FORT LUPTON CO 80621 463226710 501(C)(3) 29000 0 WELD COUNTY YOUTH MENTORSHIP AND VOLUNTEER PROGRAM HIGH PLAINS HOUSING DEVELOPMENT CORP PO BOX 1053 GREELEY CO 80632 841300818 501(C)(3) 25000 0 123 PROPERTY SUPPORTIVE SERVICES PLANNING HIGH PLAINS LIBRARY DISTRICT FOUNDATION 2650 W 29TH STREET GREELEY CO 80631 841600136 501(C)(3) 37500 0 BUILDING COMMUNITY THROUGH WORKFORCE DEVELOPMENT HOPE AT MIRACLE HOUSE PO BOX 762 FORT LUPTON CO 80621 465508034 501(C)(3) 44243 0 HOUSING REPAIRS HOPE HOUSE NORTHERN COLORADO 1812 56TH AVENUE SUITE C GREELEY CO 80634 842254895 501(C)(3) 15000 0 EDUCATION AND DIRECT SUPPORT I HAVE A DREAM FOUNDATION OF BOULDER COUNTY 5390 MANHATTAN CIRCLE 200 BOULDER CO 80303 841150542 501(C)(3) 10000 0 GENERAL SUPPORT IMAGINATION LIBRARY OF COLORADO 3000 LAWRENCE STREET DENVER CO 80205 854295349 501(C)(3) 15000 0 WELD COUNTY IMAGINATION LIBRARY IMMIGRANT AND REFUGEE CENTER OF NORTHERN COLORADO 3001 8TH AVENUE EVANS CO 80620 840857486 501(C)(3) 50000 0 GENERAL SUPPORT JOBS OF HOPE INC PO BOX 1017 GREELEY CO 80632 462146247 501(C)(3) 107500 0 GENERAL SUPPORT LIFE STORIES CHILD & FAMILY ADVOCACY 1640 25TH AVENUE GREELEY CO 80634 841469488 501(C)(3) 25000 0 GENERAL SUPPORT LUTHERAN SOCIAL SERVICES OF COLORADO 1035 OSAGE STREET SUITE 700 DENVER CO 80204 840775550 501(C)(3) 66837 0 CAREER LADDERING FOR REFUGEES MEALS ON WHEELS OF GREELEY INC 2131 9TH STREET GREELEY CO 80631 840673693 501(C)(3) 11680 0 MEALS ON WHEELS OF GREELEY INC MICHAEL RAY LEE FOUNDATION 1132 49TH AVENUE GREELEY CO 80634 861489129 501(C)(3) 10000 0 DIRECTOR/EMPLOYEE DISCRETIONARY USE OF FUNDS NCMC FOUNDATION 815 8TH AVENUE GREELEY CO 80631 840718355 501(C)(3) 33370 845364 BOOK OPERATIONAL AND PERSONNEL ASSISTANCE GENERAL SUPPORT NORTH COLORADO HEALTH ALLIANCE 2930 11TH AVENUE EVANS CO 80620 651189617 501(C)(3) 187500 0 HOSPITAL TO HOUSING: CENTERING HOUSING IN A MATURE COMMUNITY CARE MODEL NORTH RANGE BEHAVIORAL HEALTH 1300 NORTH 17TH AVENUE GREELEY CO 80631 840622660 501(C)(3) 386916 0 GENERAL SUPPORT NORTHERN COLORADO VETERANS RESOURCE CENTER 777 8TH AVENUE GREELEY CO 80631 820842029 501(C)(3) 41000 0 VETERAN EMPLOYMENT AND JOB TRAINING NORTHERN COLORADO YOUTH FOR CHRIST 134 11TH AVENUE GREELEY CO 80632 237332916 501(C)(3) 56250 0 REBALANCE POUDRE LEARNING CENTER FOUNDATION 8313 WEST F STREET GREELEY CO 80631 810723214 501(C)(3) 15000 0 DIRECTOR/EMPLOYEE DISCRETIONARY USE OF FUNDS REACH OUT & READ COLORADO 3705 MARTIN LUTHER KING BLVD BLDG E DENVER CO 80205 861172160 501(C)(3) 63750 0 GENERAL SUPPORT SALIDA DEL SOL ACADEMY FOUNDATION 111 E 26TH STREET GREELEY CO 80631 471101571 501(C)(3) 34750 0 GENERAL SUPPORT SOCCER WITHOUT BORDERS 2101 16TH STREET GREELEY CO 80631 203786129 501(C)(3) 81000 0 GENERAL SUPPORT ST VRAIN VALLEY SCHOOL DISTRICT RE-1J 395 S PRATT PARKWAY LONGMONT CO 80501 846014380 501(C)(3) 167662 0 GENERAL SUPPORT SUNRISE COMMUNITY HEALTH 2930 11TH AVENUE EVANS CO 80620 840613289 501(C)(3) 99550 0 SUNRISE CLINICAL WORKFORCE TRAINING ROOM THE AVERY CENTER PO BOX 336391 GREELEY CO 80633 472494559 501(C)(3) 20000 0 HOUSING PROGRAM THE GREELEY DREAM TEAM INC 1025 9TH AVENUE SUITE 336 GREELEY CO 80631 841070282 501(C)(3) 38000 0 GENERAL SUPPORT THE RESOURCE CENTER 822 14TH STREET GREELEY CO 80631 742277812 501(C)(3) 20000 0 DIRECTOR/EMPLOYEE DISCRETIONARY USE OF FUNDS THE SUCCESS FOUNDATION 1025 NINTH AVENUE GREELEY CO 80631 273567674 501(C)(3) 855651 0 GENERAL SUPPORT TURNING POINT CENTER FOR YOUTH AND FAMILY DEVELOPMENT INC 1644 S COLLEGE AVENUE FORT COLLINS CO 80525 742400627 501(C)(3) 107750 0 WELD COUNTY OUTPATIENT CENTER AND 'BRIDGE THE GAP' PROGRAM UNITED WAY OF WELD COUNTY PO BOX 1944 GREELEY CO 80632 846011918 501(C)(3) 682517 0 GENERAL SUPPORT UNIVERSITY OF NORTHERN COLORADO FOUNDATION INC 1620 RESERVOIR ROAD GREELEY CO 80631 846044833 501(C)(3) 199673 0 GENERAL SUPPORT VOLUNTEERS OF AMERICA COLORADO BRANCH 2660 LARIMER STREET DENVER CO 80205 840430995 501(C)(3) 170000 0 COLORADO RAPID REHOUSING FOR REENTRY PLUS WELD COUNTY SCHOOL DISTRICT 6 1025 NINTH AVENUE GREELEY CO 80631 846002058 WELD COUNTY 10000 0 DIRECTOR/EMPLOYEE DISCRETIONARY USE OF FUNDS WELD COUNTY SCHOOL DISTRICT 8 200 S FULTON AVENUE FORT LUPTON CO 80621 846002059 WELD COUNTY 75000 0 WELD 8 SCHOOLS - WE CONNECT INITIATIVE WELD COUNTY SCHOOL DISTRICT RE-1 14827 WCR 42 GREELEY CO 80623 846013393 WELD COUNTY 65798 0 VALLEY UNMANNED AERIAL SYSTEMS & ROBOTICS WELD COUNTY SCHOOL DISTRICT RE-3J PO BOX 1022 HUDSON CO 80642 846013310 WELD COUNTY 50000 0 WELD RE-3J SCHOOL DISTRICT VIRTUAL JOB SHADOW FLEX LESSON CURRICULUM DEVELOPMENT WELD COUNTY SCHOOL DISTRICT RE-3J PO BOX 1022 HUDSON CO 80642 846013310 WELD COUNTY 24710 0 RAPID RESPONSE GRANT WELD COUNTY SCHOOL DISTRICT RE-5J 616 N 2ND STREET JOHNSTOWN CO 80534 846014680 WELD COUNTY 25500 0 ROOSEVELT HIGH SCHOOL CTE WORKFORCE DEVELOPMENT EXPANSION WELD COUNTY SCHOOL DISTRICT RE-9 PO BOX 1390 AULT CO 80610 840519019 WELD COUNTY 165000 0 FIBEROPTIC CABLE TO HIGHLAND ELEMENTARY WELD FOOD BANK 1108 H STREET GREELEY CO 80631 742244826 501(C)(3) 385750 0 GENERAL SUPPORT WELD RE-4 EDUCATIONAL FOUNDATION PMB 4178 1298 MAIN STREET UNIT A WINDSOR CO 80550 462339519 501(C)(3) 45625 0 GENERAL SUPPORT YMCA OF NORTHERN COLORADO 2800 DAGNY WAY LAFAYETTE CO 80026 840459944 501(C)(3) 19000 0 GENERAL SUPPORT YOUTH EMPOWERMENT GROUP 3620 W 10TH STREET SUITE B120 GREELEY CO 80634 830812156 501(C)(3) 82875 0 HEALTHY SCHOOLS: ALLEVIATING THE CRISES IN WELD COUNTY YOUTH MENTAL AND BEHAVIOR BANNER HEALTH SYSTEM 1810 16TH STREET GREELEY CO 80631 450233470 501(C)(3) 5000000 0 INDIGENT CARE 88 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 191837 0 0 0 0 0 10402 0 4906 0 207145 0 0 0 MIKE BOND CHIEF OPERATING OFFICER 149218 0 1600 0 0 0 9755 0 9858 0 170431 0 0 0 RHONDA MOREHEAD DIRECTOR OF COMMUNICATIONS 138314 0 1600 0 0 0 8457 0 8640 0 157011 0 0 0 RAMON SERRANO CHIEF FINANCIAL OFFICER 135071 0 1600 0 0 0 8751 0 11542 0 156964 0 0 0 PART I, LINE 1A THE ORGANIZATION PAID $1000 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, 2022, 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 NORTH COLORADO MEDICAL CENTER FOUNDATION (D/B/A 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 VII, SECTION A, LINE 1A: INDIVIDUALS LISTED ON FORM 990, PART VII, LINE 1A, WHICH INCLUDES THE CHIEF EXECUTIVE OFFICER, CHIEF FINANCIAL OFFICER, AND CHIEF OPERATING OFFICER, PERFORM SERVICES FOR BOTH THE WELD TRUST AND NORTH COLORADO MEDICAL CENTER FOUNDATION (D/B/A WELD LEGACY FOUNDATION), A RELATED TAX-EXEMPT ORGANIZATION. COMPENSATION AND BENEFITS PAID TO THESE INDIVIDUALS REPORTED ON FORM 990, PART VII, SECTION A, LINE 1A, REPRESENTS ONLY THE PORTION OF COMPENSATION AND BENEFITS PAID TO THESE INDIVIDUALS FOR SERVICES TO THE WELD TRUST. FORM 990, PART XI, LINE 9: PENSION-RELATED CHANGES OTHER THAN NET PERIODIC PENSION COST -676,145. BOOK/TAX ADJUSTMENT FOR GRANTS PAYMENTS 5,000,000. SHEEP DRAW FARMS LLC 1801 16TH STREET GREELEY CO 80631 680540676 HOLDS TITLE TO FARM RENT INCOME CO 20116 5786414 THE WELD TRUST SOUTHSIDE INVESTMENTS LLC 1801 16TH STREET GREELEY CO 80631 680611503 OWNS HOUSES ADJACENT TO THE HOSPITAL CO 2768828 62426 THE WELD TRUST NORMEDCO CARE LLC 1801 16TH STREET GREELEY CO 80631 742354112 OWNS FACILITY LEASED TO A FEDERALLY QUALIFIED HEALTH CENTER FOR $1 PER YEAR CO -694011 1057464 THE WELD TRUST NCMCF (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 1 0 1 1 0 1 0 0 NCMCF (WELD LEGACY FOUNDATION) O 753344 COST NCMCF (WELD LEGACY FOUNDATION) N 51095 COST