THE WELD TRUST: Form 990, tax year 2021
View the entire original 990 at ProPublica ↗
- Organization
- THE WELD TRUST (EIN 74-2358522)
- Tax period
- 2021-01-01 to 2021-12-31
- Filed
- 2022-11-15
- IRS object ID
- 202203199349326285
- Schema version
- 2021v4.2
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990
- Schedule A
- Schedule B
- Schedule D
- Schedule F
- Schedule I
- Schedule J
- Schedule O
- Schedule R
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2022-11-15T16:52:37-06:00 | ReturnTs |
| Tax Period End | 2021-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 410746749 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CLIFTONLARSONALLEN LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 8390 EAST CRESCENT PARKWAY SUITE | AddressLine1Txt |
| Address Line2 | 300 | AddressLine2Txt |
| City | GREENWOOD VILLAGE | CityNm |
| State Abbreviation | CO | StateAbbreviationCd |
| ZIP | 80111 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2021-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 742358522 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE WELD TRUST | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | WELD | BusinessNameControlTxt |
| Phone | 9703506052 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 815 8TH AVE | AddressLine1Txt |
| City | GREELEY | CityNm |
| State Abbreviation | CO | StateAbbreviationCd |
| ZIP | 80631 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | JEFFREY CARLSON | PersonNm |
| Person Title | CEO | PersonTitleTxt |
| Phone | 9703506052 | PhoneNum |
| Signature | 2022-11-15 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | JEFFREY | PersonFirstNm |
| Person Last | CARLSON | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | XXX-XX-XXXX | SSN |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | SARAH HINTZ | PreparerPersonNm |
| PTIN | P00492291 | PTIN |
| Phone | 3037795710 | PhoneNum |
| Preparation | 2022-11-15 | PreparationDt |
Additional Filer Information AdditionalFilerInformation
Trusted Customer TrustedCustomerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | 0 | TrustedCustomerCd |
| Authentication Assurance Level | AAL1 | AuthenticationAssuranceLevelCd |
| Identity Assurance Level | IAL1 | IdentityAssuranceLevelCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2021 | TaxYr |
| Build TS | 2022-09-23 18:48:47Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | JEFFREY CARLSON | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 815 8TH AVE | AddressLine1Txt |
| City | GREELEY | CityNm |
| State Abbreviation | CO | StateAbbreviationCd |
| ZIP | 80631 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $567,808,600 | GrossReceiptsAmt |
| Group Return For Affiliates | 0 | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | WWW.WELDTRUST.ORG | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 1984 | FormationYr |
| Legal Domicile State | CO | LegalDomicileStateCd |
| Activity Or Mission | TO POSITIVELY IMPACT THE HEALTH, EDUCATION, AND WELLNESS OF WELD COUNTY. | ActivityOrMissionDesc |
| Voting Members Governing Body | 11 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 11 | VotingMembersIndependentCnt |
| Total Employee | 21 | TotalEmployeeCnt |
| Total Volunteers | 11 | TotalVolunteersCnt |
| Total Gross UBI | $13,766 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $10,589 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $10,000 | PYContributionsGrantsAmt |
| CY Contributions Grants | $10,100 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $0 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $0 | CYProgramServiceRevenueAmt |
| PY Investment Income | $29,071,049 | PYInvestmentIncomeAmt |
| CY Investment Income | $43,558,069 | CYInvestmentIncomeAmt |
| PY Other Revenue | $260,935 | PYOtherRevenueAmt |
| CY Other Revenue | $35,769 | CYOtherRevenueAmt |
| PY Total Revenue | $29,341,984 | PYTotalRevenueAmt |
| CY Total Revenue | $43,603,938 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $11,084,678 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $12,767,716 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $351,701 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $1,429,532 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $0 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $0 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $2,532,544 | PYOtherExpensesAmt |
| CY Other Expenses | $2,988,543 | CYOtherExpensesAmt |
| PY Total Expenses | $13,968,923 | PYTotalExpensesAmt |
| CY Total Expenses | $17,185,791 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | $15,373,061 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | $26,418,147 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $536,288,885 | TotalAssetsBOYAmt |
| Total Assets EOY | $583,105,171 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $30,574,204 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $29,201,954 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $505,714,681 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $553,903,217 | NetAssetsOrFundBalancesEOYAmt |
| Mission | PHILANTHROPICALLY CONTRIBUTE 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. | MissionDesc |
| Significant New Program Srvc | 0 | SignificantNewProgramSrvcInd |
| Significant Change | 0 | SignificantChangeInd |
| Expense | $12,767,716 | ExpenseAmt |
| Grant | $12,767,716 | GrantAmt |
| Revenue | $0 | RevenueAmt |
| Desc | 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. | Desc |
| Total Program Service Expenses | $12,767,716 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | Yes (1) | DescribedInSection501c3Ind |
| Schedule B Required | Yes (1) | ScheduleBRequiredInd |
| Political Campaign Acty | 0 | PoliticalCampaignActyInd |
| Lobbying Activities | 0 | LobbyingActivitiesInd |
| Subject To Proxy Tax | 0 | SubjectToProxyTaxInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Conservation Easements | 0 | ConservationEasementsInd |
| Collections Of Art | 0 | CollectionsOfArtInd |
| Credit Counseling | 0 | CreditCounselingInd |
| Donor Rstr Or Quasi Endowments | 0 | DonorRstrOrQuasiEndowmentsInd |
| Report Land Building Equipment | Yes (1) | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | Yes (1) | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | 0 | ReportProgramRelatedInvstInd |
| Report Other Assets | 0 | ReportOtherAssetsInd |
| Report Other Liabilities | 0 | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | Yes (1) | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | Yes (1) | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | 0 | ConsolidatedAuditFinclStmtInd |
| School Operating | 0 | SchoolOperatingInd |
| Foreign Office | 0 | ForeignOfficeInd |
| Foreign Activities | Yes (1) | ForeignActivitiesInd |
| More Than5000 K To Org | 0 | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | 0 | MoreThan5000KToIndividualsInd |
| Professional Fundraising | 0 | ProfessionalFundraisingInd |
| Fundraising Activities | 0 | FundraisingActivitiesInd |
| Gaming Activities | 0 | GamingActivitiesInd |
| Operate Hospital | 0 | OperateHospitalInd |
| Grants To Organizations | Yes (1) | GrantsToOrganizationsInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Schedule J Required | Yes (1) | ScheduleJRequiredInd |
| Tax Exempt Bonds | 0 | TaxExemptBondsInd |
| Engaged In Excess Benefit Trans | 0 | EngagedInExcessBenefitTransInd |
| PY Excess Benefit Trans | 0 | PYExcessBenefitTransInd |
| Loan Outstanding | 0 | LoanOutstandingInd |
| Grant To Related Person | 0 | GrantToRelatedPersonInd |
| Business Rln With Org Mem | 0 | BusinessRlnWithOrgMemInd |
| Business Rln With Fam Mem | 0 | BusinessRlnWithFamMemInd |
| Business Rln With35 Ctrl Ent | 0 | BusinessRlnWith35CtrlEntInd |
| Deductible Non Cash Contri | 0 | DeductibleNonCashContriInd |
| Deductible Art Contribution | 0 | DeductibleArtContributionInd |
| Terminate Operations | 0 | TerminateOperationsInd |
| Partial Liquidation | 0 | PartialLiquidationInd |
| Disregarded Entity | 0 | DisregardedEntityInd |
| Related Entity | Yes (1) | RelatedEntityInd |
| Related Organization Ctrl Ent | Yes (1) | RelatedOrganizationCtrlEntInd |
| Transaction With Control Ent | Yes (1) | TransactionWithControlEntInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | 0 | TrnsfrExmptNonChrtblRltdOrgInd |
| Activities Conducted Prtshp | 0 | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (1) | ScheduleORequiredInd |
| IRP Document | 16 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (1) | BackupWthldComplianceInd |
| Employee | 21 | EmployeeCnt |
| Employment Tax Returns Filed | Yes (1) | EmploymentTaxReturnsFiledInd |
| Unrelated Bus Incm Over Limit | Yes (1) | UnrelatedBusIncmOverLimitInd |
| Form990 T Filed | Yes (1) | Form990TFiledInd |
| Foreign Financial Account | 0 | ForeignFinancialAccountInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Taxable Party Notification | 0 | TaxablePartyNotificationInd |
| Nondeductible Contributions | 0 | NondeductibleContributionsInd |
| Quid Pro Quo Contributions | 0 | QuidProQuoContributionsInd |
| Form8282 Property Disposed Of | 0 | Form8282PropertyDisposedOfInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Indoor Tanning Services | 0 | IndoorTanningServicesInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | SubjToTaxRmnrtnExPrchtPymtInd |
| Subject To Excs Tax Net Invst Inc | 0 | SubjectToExcsTaxNetInvstIncInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 11 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 11 | IndependentVotingMemberCnt |
| Family Or Business Rln | 0 | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | 0 | DelegationOfMgmtDutiesInd |
| Change To Org Documents | 0 | ChangeToOrgDocumentsInd |
| Material Diversion Or Misuse | 0 | MaterialDiversionOrMisuseInd |
| Members Or Stockholders | 0 | MembersOrStockholdersInd |
| Election Of Board Members | 0 | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | 0 | DecisionsSubjectToApprovaInd |
| Minutes Of Governing Body | Yes (1) | MinutesOfGoverningBodyInd |
| Minutes Of Committees | Yes (1) | MinutesOfCommitteesInd |
| Officer Mailing Address | 0 | OfficerMailingAddressInd |
| Local Chapters | 0 | LocalChaptersInd |
| Form990 Provided To Gvrn Body | Yes (1) | Form990ProvidedToGvrnBodyInd |
| Conflict Of Interest Policy | Yes (1) | ConflictOfInterestPolicyInd |
| Annual Disclosure Covered Prsn | Yes (1) | AnnualDisclosureCoveredPrsnInd |
| Regular Monitoring Enfrc | Yes (1) | RegularMonitoringEnfrcInd |
| Whistleblower Policy | 0 | WhistleblowerPolicyInd |
| Document Retention Policy | Yes (1) | DocumentRetentionPolicyInd |
| Compensation Process CEO | Yes (1) | CompensationProcessCEOInd |
| Compensation Process Other | Yes (1) | CompensationProcessOtherInd |
| Investment In Joint Venture | 0 | InvestmentInJointVentureInd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RAMON SERRANO | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 9703506052 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 815 8TH AVENUE | AddressLine1Txt |
| City | GREELEY | CityNm |
| State Abbreviation | CO | StateAbbreviationCd |
| ZIP | 80631 | ZIPCd |
Form990 Part VII Section A Form990PartVIISectionAGrp (16 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Average Hours Per Week Rltd OrgAverageHoursPerWeekRltdOrgRt | OfficerOfficerInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt | Highest Compensated EmployeeHighestCompensatedEmployeeInd | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd |
|---|---|---|---|---|---|---|---|---|
| JEFF CARLSON | ||||||||
| CEO | 40.00 | 10.00 | Yes (X) | $263,265 | $0 | $23,188 | ||
| MICHAEL BOND | ||||||||
| COO | 50.00 | 0.00 | Yes (X) | $177,836 | $0 | $36,240 | ||
| RHONDA MOREHEAD | ||||||||
| DIRECTOR OF COMMUNICATIONS | 50.00 | 0.00 | $168,789 | $0 | $22,444 | Yes (X) | ||
| RAMON SERRANO | ||||||||
| CFO | 40.00 | 10.00 | Yes (X) | $149,276 | $0 | $32,517 | ||
| KYLE HOLMAN | ||||||||
| DIRECTOR OF HEALTH GRANTS | 50.00 | 0.00 | $139,173 | $0 | $34,849 | Yes (X) | ||
| TOM GRANT | ||||||||
| PRESIDENT & CHAIR | 1.00 | 1.00 | Yes (X) | $0 | $0 | $0 | Yes (X) | |
| BRANDON HOUTCHENS | ||||||||
| VICE CHAIR | 1.00 | 1.00 | Yes (X) | $0 | $0 | $0 | Yes (X) | |
| BOB MURPHY | ||||||||
| TREASURER | 1.00 | 1.00 | Yes (X) | $0 | $0 | $0 | Yes (X) | |
| MARK LAWLEY | ||||||||
| SECRETARY | 1.00 | 1.00 | Yes (X) | $0 | $0 | $0 | Yes (X) | |
| TIM BRYNTESON | ||||||||
| DIRECTOR | 1.00 | 1.00 | $0 | $0 | $0 | Yes (X) | ||
| JOHN DOLLARHIDE | ||||||||
| DIRECTOR | 1.00 | 1.00 | $0 | $0 | $0 | Yes (X) | ||
| TRAVIS GILLMORE | ||||||||
| DIRECTOR | 1.00 | 1.00 | $0 | $0 | $0 | Yes (X) | ||
| MICHAEL SIMONE | ||||||||
| DIRECTOR | 1.00 | 1.00 | $0 | $0 | $0 | Yes (X) | ||
| ROSE STOLLER | ||||||||
| DIRECTOR | 1.00 | 1.00 | $0 | $0 | $0 | Yes (X) | ||
| VICKI WILSON | ||||||||
| DIRECTOR | 1.00 | 1.00 | $0 | $0 | $0 | Yes (X) | ||
| JASON YEATER | ||||||||
| DIRECTOR | 1.00 | 1.00 | $0 | $0 | $0 | Yes (X) | ||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $898,339 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $0 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $149,238 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 5 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | 0 | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | Yes (1) | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | 0 | CompensationFromOtherSrcsInd |
| Cntrct Rcvd Greater Than100 K | 0 | CntrctRcvdGreaterThan100KCnt |
| All Other Contributions | $10,100 | AllOtherContributionsAmt |
| Total Contributions | $10,100 | TotalContributionsAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $13,101,041 | TotalRevenueColumnAmt |
| Unrelated Business Revenue | $13,766 | UnrelatedBusinessRevenueAmt |
| Exclusion | $13,087,275 | ExclusionAmt |
Gross Rents GrossRentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $98,546 | RealAmt |
Less Rental Expenses LessRentalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $0 | RealAmt |
Rental Income Or Loss RentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $98,546 | RealAmt |
Net Rental Income Or Loss NetRentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $98,546 | TotalRevenueColumnAmt |
| Exclusion | $98,546 | ExclusionAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $554,661,690 | SecuritiesAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $524,204,662 | SecuritiesAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $30,457,028 | SecuritiesAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $30,457,028 | TotalRevenueColumnAmt |
| Exclusion | $30,457,028 | ExclusionAmt |
Other Revenue Misc OtherRevenueMiscGrp (2 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | ExclusionExclusionAmt |
|---|---|---|---|
| MISC INCOME | 900099 | $9,017 | $9,017 |
| NET PENSION INCOME | 900099 | -$71,794 | -$71,794 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Revenue Total | -$62,777 | OtherRevenueTotalAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $43,603,938 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $0 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $13,766 | UnrelatedBusinessRevenueAmt |
| Exclusion | $43,580,072 | ExclusionAmt |
Grants To Domestic Orgs GrantsToDomesticOrgsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $12,767,716 | TotalAmt |
| Program Services | $12,767,716 | ProgramServicesAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $684,948 | TotalAmt |
| Management And General | $684,948 | ManagementAndGeneralAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $594,769 | TotalAmt |
| Management And General | $594,769 | ManagementAndGeneralAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $10,561 | TotalAmt |
| Management And General | $10,561 | ManagementAndGeneralAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $55,387 | TotalAmt |
| Management And General | $55,387 | ManagementAndGeneralAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $83,867 | TotalAmt |
| Management And General | $83,867 | ManagementAndGeneralAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $23,394 | TotalAmt |
| Management And General | $23,394 | ManagementAndGeneralAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $49,737 | TotalAmt |
| Management And General | $49,737 | ManagementAndGeneralAmt |
Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,828,533 | TotalAmt |
| Management And General | $1,828,533 | ManagementAndGeneralAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $181,575 | TotalAmt |
| Management And General | $181,575 | ManagementAndGeneralAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $53,806 | TotalAmt |
| Management And General | $53,806 | ManagementAndGeneralAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $100,106 | TotalAmt |
| Management And General | $100,106 | ManagementAndGeneralAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $90,145 | TotalAmt |
| Management And General | $90,145 | ManagementAndGeneralAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $19,720 | TotalAmt |
| Management And General | $19,720 | ManagementAndGeneralAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $25,500 | TotalAmt |
| Management And General | $25,500 | ManagementAndGeneralAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $231,549 | TotalAmt |
| Management And General | $231,549 | ManagementAndGeneralAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $49,454 | TotalAmt |
| Management And General | $49,454 | ManagementAndGeneralAmt |
Other Expenses OtherExpensesGrp (3 entries)
| DescDesc | TotalTotalAmt | Management And GeneralManagementAndGeneralAmt |
|---|---|---|
| FOREIGN TAXES | $316,595 | $316,595 |
| SUBSCRIPTIONS | $17,429 | $17,429 |
| BOND FEES | $1,000 | $1,000 |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $17,185,791 | TotalAmt |
| Program Services | $12,767,716 | ProgramServicesAmt |
| Management And General | $4,418,075 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $3,591,751 | BOYAmt |
| EOY | $1,594,409 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $83,403 | BOYAmt |
| EOY | $120,273 | EOYAmt |
Oth Notes Loans Receivable Net OthNotesLoansReceivableNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $34,008,369 | BOYAmt |
| EOY | $29,786,539 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | $5,330 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $18,701,719 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $6,199,698 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $12,578,274 | BOYAmt |
| EOY | $12,502,021 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $484,263,557 | BOYAmt |
| EOY | $465,765,662 | EOYAmt |
Investments Other Securities InvestmentsOtherSecuritiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $330,000 | BOYAmt |
| EOY | $72,654,792 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,433,531 | BOYAmt |
| EOY | $676,145 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $536,288,885 | BOYAmt |
| EOY | $583,105,171 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $136,218 | BOYAmt |
| EOY | $301,393 | EOYAmt |
Grants Payable GrantsPayableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $29,826,895 | BOYAmt |
| EOY | $28,900,561 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $611,091 | BOYAmt |
| EOY | $0 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $30,574,204 | BOYAmt |
| EOY | $29,201,954 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
No Donor Restriction Net Assets NoDonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $505,714,681 | BOYAmt |
| EOY | $553,903,217 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $505,714,681 | BOYAmt |
| EOY | $553,903,217 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $536,288,885 | BOYAmt |
| EOY | $583,105,171 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | Yes (X) | InfoInScheduleOPartXIInd |
| Reconcilation Revenue Expnss | $26,418,147 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | $18,165,676 | NetUnrlzdGainsLossesInvstAmt |
| Other Changes In Net Assets | $3,604,713 | OtherChangesInNetAssetsAmt |
| Info In Schedule O Part XII | Yes (X) | InfoInScheduleOPartXIIInd |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
| Accountant Compile Or Review | 0 | AccountantCompileOrReviewInd |
| FS Audited | Yes (1) | FSAuditedInd |
FS Audited Basis FSAuditedBasisGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Separate Basis Fincl Stmt | Yes (X) | SeparateBasisFinclStmtInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Audit Committee | Yes (1) | AuditCommitteeInd |
| Federal Grant Audit Required | 0 | FederalGrantAuditRequiredInd |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Supporting Organization509a3 | Yes (X) | SupportingOrganization509a3Ind |
| Supporting Org Type2 | Yes (X) | SupportingOrgType2Ind |
| Supported Organizations | 2 | SupportedOrganizationsCnt |
Supported Org Information SupportedOrgInformationGrp (2 entries)
| EINEIN | Organization TypeOrganizationTypeCd | Governing Document ListedGoverningDocumentListedInd | SupportSupportAmt | Other SupportOtherSupportAmt |
|---|---|---|---|---|
| NORTH COLORADO MEDICAL CENTER FOUNDATION INC | ||||
| 840718355 | 7 | Yes (1) | $13,200 | $685,191 |
| CLASS OF PUBLICLY SUPPORTED ORGANIZATIONS | ||||
| 000000000 | 7 | Yes (1) | $2,994,159 | $37,443 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Supported Organizations Total | 2 | SupportedOrganizationsTotalCnt |
| Support Sum | $3,007,359 | SupportSumAmt |
| Other Support Sum | $722,634 | OtherSupportSumAmt |
Form990 Sch A Supporting Org Form990SchASupportingOrgGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Listed By Name Governing Doc | 0 | ListedByNameGoverningDocInd |
| Suprt Org No IRS Determination | 0 | SuprtOrgNoIRSDeterminationInd |
| Supported Org Section C456 | 0 | SupportedOrgSectionC456Ind |
| Supported Org Not Organized US | 0 | SupportedOrgNotOrganizedUSInd |
| Organization Change Suprt Org | Yes (1) | OrganizationChangeSuprtOrgInd |
| Supported Org Class Designated | Yes (1) | SupportedOrgClassDesignatedInd |
| Support Non Supported Org | 0 | SupportNonSupportedOrgInd |
| Payment Substantial Contribtr | 0 | PaymentSubstantialContribtrInd |
| Loan Disqualified Person | 0 | LoanDisqualifiedPersonInd |
| Controlled Disqualified Prsn | 0 | ControlledDisqualifiedPrsnInd |
| Disqualified Prsn Controll Int | 0 | DisqualifiedPrsnControllIntInd |
| Disqualified Prsn Ownr Int | 0 | DisqualifiedPrsnOwnrIntInd |
| Excess Business Holdings Rules | 0 | ExcessBusinessHoldingsRulesInd |
| Contribution Controller | 0 | ContributionControllerInd |
| Contribution Family | 0 | ContributionFamilyInd |
| Contribution35 Controlled | 0 | Contribution35ControlledInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Majority Dir Trst Supported Org | Yes (1) | MajorityDirTrstSupportedOrgInd |
Form990 Schedule A Part VI Form990ScheduleAPartVIGrp (4 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| 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. |
| SECTION A, PART IV, LINE 5A | DUE TO CHANGES IN THE ARTICLES OF INCORPORATION DESIGNATING NEW SUPPORTED ORGANIZATIONS, NORTH COLORADO MEDICAL CENTER FOUNDATION (EIN: 84-0718355) WAS ADDED AS A NAMED SUPPORTED ORGANIZATION AND THE CLASS OF OTHER PUBLICLY SUPPORTED ORGANIZATIONS WAS EXPANDED TO INCLUDE ORGANIZATIONS PROMOTING EDUCATION AND WELL-BEING IN ADDITION TO HEALTH. NORTH COLORADO MEDICAL CENTER BOARD OF TRUSTEES WAS REMOVED AS A SUPPORTED ORGANIZATION DURING THE YEAR. |
| SCHEDULE A, PAGE 4, SECTION A, LINE 5B | NORTH COLORADO MEDICAL CENTER FOUNDATION IS PART OF THE CLASS ALREADY DESIGNATED IN THE ORGANIZATION'S ORGANIZING DOCUMENTS. |
Schedule B IRS990ScheduleB
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | RESTRICTED | ContributorNum |
Contributor Business Name ContributorBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RESTRICTED | BusinessNameLine1 |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | RESTRICTED | AddressLine1 |
| Address Line2 | RESTRICTED | AddressLine2 |
| City | RESTRICTED | City |
| State | RESTRICTED | State |
| ZIP Code | RESTRICTED | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | RESTRICTED | TotalContributionsAmt |
Schedule D IRS990ScheduleD
Buildings BuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Cost Or Other Basis | $5,861,886 | InvestmentCostOrOtherBasisAmt |
| Depreciation | $4,713,262 | DepreciationAmt |
| Book Value | $1,148,624 | BookValueAmt |
Leasehold Improvements LeaseholdImprovementsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $374,057 | OtherCostOrOtherBasisAmt |
| Depreciation | $65,052 | DepreciationAmt |
| Book Value | $309,005 | BookValueAmt |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $61,507 | OtherCostOrOtherBasisAmt |
| Depreciation | $10,898 | DepreciationAmt |
| Book Value | $50,609 | BookValueAmt |
Other Land Buildings OtherLandBuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Cost Or Other Basis | $12,404,269 | InvestmentCostOrOtherBasisAmt |
| Depreciation | $1,410,486 | DepreciationAmt |
| Book Value | $10,993,783 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $12,502,021 | TotalBookValueLandBuildingsAmt |
Other Securities OtherSecuritiesGrp (9 entries)
| DescDesc | Book ValueBookValueAmt | Method ValuationMethodValuationCd |
|---|---|---|
| RCP SOF III OVERAGE FUND | $2,714,156 | C |
| WEATHERLOW OFFSHORE FUND I LTD | $12,306,809 | C |
| IRONWOOD INSTITUTIONAL MULTI-STRATEGY FUND LLC | $12,787,992 | C |
| HUDSON BAY INTERNATIONAL FUND LTD | $8,311,405 | C |
| CANYON VALUE REALIZATION FUND | $8,428,625 | C |
| GREENSPRING GLOBAL PARTNERS X-B, LP | $2,816,522 | C |
| U.S. REAL ESTATE INVESTMENT FUND, LLC | $14,594,969 | C |
| HARBOURVEST 2021 GLOBAL FEEDER FUND LP | $894,314 | C |
| PARTNERS GROUP PRIVATE EQUITY | $9,800,000 | C |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Securities | $72,654,792 | TotalBookValueSecuritiesAmt |
| Footnote Text | Yes (X) | FootnoteTextInd |
| Total Rev Etc Audited Fincl Stmt | $58,545,794 | TotalRevEtcAuditedFinclStmtAmt |
| Net Unrealized Gains Invst | $18,165,676 | NetUnrealizedGainsInvstAmt |
| Other Revenue | -$1,395,287 | OtherRevenueAmt |
| Revenue Not Reported | $16,770,389 | RevenueNotReportedAmt |
| Revenue Subtotal | $41,775,405 | RevenueSubtotalAmt |
| Investment Expenses Not Incld | $1,828,533 | InvestmentExpensesNotIncldAmt |
| Revenue Not Reported Fincl Stmt | $1,828,533 | RevenueNotReportedFinclStmtAmt |
| Total Revenue Per Form990 | $43,603,938 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $10,357,258 | TotExpnsEtcAuditedFinclStmtAmt |
| Expenses Not Reported | $0 | ExpensesNotReportedAmt |
| Expenses Subtotal | $10,357,258 | ExpensesSubtotalAmt |
| Investment Expenses Not Incld2 | $1,828,533 | InvestmentExpensesNotIncld2Amt |
| Other Expenses Not Included | $5,000,000 | OtherExpensesNotIncludedAmt |
| Expenses Not Rpt Fincl Stmt | $6,828,533 | ExpensesNotRptFinclStmtAmt |
| Total Expenses Per Form990 | $17,185,791 | TotalExpensesPerForm990Amt |
Supplemental Information Detail SupplementalInformationDetail (3 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| 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 HAD NO UNRELATED BUSINESS TAXABLE INCOME DURING THE YEAR AND HAS NOT FILED AN EXEMPT ORGANIZATION BUSINESS INCOME TAX RETURN (FORM 990T) WITH THE IRS. NORMEDCO CARE, LLC; SOUTHSIDE INVESTMENTS, LLC; AND SHEEP DRAW FARMS, LLC ARE CONSIDERED DISREGARDED ENTITIES AND THEIR INCOME AND EXPENSES ARE REPORTED IN THE TAX RETURN OF THE SOLE MEMBER (THE WELD TRUST). 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. |
| PART XI, LINE 2D - OTHER ADJUSTMENTS: | CHANGE IN VALUE OF HEDGING INTEREST RATE SWAPS -709,695. PENSION RELATED CHANGES OTHER THAN NET PERIODIC PENSION -685,592. |
| PART XII, LINE 4B - OTHER ADJUSTMENTS: | CHARITY CARE GRANT TO BANNER HEALTH SYSTEM 5,000,000. |
Schedule F IRS990ScheduleF
Account Activities Outside US AccountActivitiesOutsideUSGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Region | CENTRAL AMERICA AND THE CARIBBEAN | RegionTxt |
| Offices | 0 | OfficesCnt |
| Employee | 0 | EmployeeCnt |
| Type Of Activities Conducted | INVESTMENTS | TypeOfActivitiesConductedTxt |
| Specific Services Provided | N/A | SpecificServicesProvidedTxt |
| Region Total Expenditures | $29,941,152 | RegionTotalExpendituresAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Subtotal Offices | 0 | SubtotalOfficesCnt |
| Subtotal Employees | 0 | SubtotalEmployeesCnt |
| Continuation Total Office | 0 | ContinuationTotalOfficeCnt |
| Continuation Total Employee | 0 | ContinuationTotalEmployeeCnt |
| Total Office | 0 | TotalOfficeCnt |
| Total Employee | 0 | TotalEmployeeCnt |
| Subtotal Spent | $29,941,152 | SubtotalSpentAmt |
| Continuation Spent | $0 | ContinuationSpentAmt |
| Total Spent | $29,941,152 | TotalSpentAmt |
| Transfer To Foreign Corp | Yes (1) | TransferToForeignCorpInd |
| Interest In Foreign Trust | 0 | InterestInForeignTrustInd |
| Foreign Corp Ownership | Yes (1) | ForeignCorpOwnershipInd |
| Passive Foreign Investmest Co | Yes (1) | PassiveForeignInvestmestCoInd |
| Foreign Partnership | Yes (1) | ForeignPartnershipInd |
| Boycott Countries | 0 | BoycottCountriesInd |
Supplemental Information Detail SupplementalInformationDetail (2 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| PART I, LINE 3: | THE WELD TRUST IS REPORTING INVESTMENT BALANCES ON AN ACCRUAL BASIS ON SCH F. |
| PART III ACCOUNTING METHOD: |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | Yes (1) | GrantRecordsMaintainedInd |
Recipient Table RecipientTable (51 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | Recipient EINRecipientEIN | IRC SectionIRCSectionDesc | Cash GrantCashGrantAmt | Non Cash AssistanceNonCashAssistanceAmt | Valuation Method UsedValuationMethodUsedDesc | Non Cash AssistanceNonCashAssistanceDesc | Purpose Of GrantPurposeOfGrantTxt |
|---|---|---|---|---|---|---|---|---|---|---|
| 60 RIDE SENIOR RESOURCE SERVICES | ||||||||||
| 800 8TH AVENUE SUITE 229 | GREELEY | CO | 80631 | 204429783 | 501(C)(3) | $9,100 | $0 | N/A | N/A | COVID-19 GRANT REQUEST |
| A WOMAN'S PLACE | ||||||||||
| PO BOX 71 | GREELEY | CO | 80632 | 840811596 | 501(C)(3) | $23,010 | $0 | N/A | N/A | DOMESTIC VIOLENCE HOUSING STABILITY ASSISTANCE |
| AIMS COMMUNITY COLLEGE | ||||||||||
| PO BOX 69 | GREELEY | CO | 80632 | 840575852 | STATE OF COLORADO | $10,000 | $0 | N/A | N/A | COVID-19 RECOVERY GRANT |
| ALA CARTE EDUCATION FOUNDATION INC | ||||||||||
| 1823 45TH AVENUE | GREELEY | CO | 80634 | 831537134 | 501(C)(3) | $10,000 | $0 | N/A | N/A | DIRECTOR & EMPLOYEE DISCRETIONARY GRANT: FOR OUR CHILDREN WELD COUNTY - SUMMER TUTORING PROGRAM |
| ALMOST HOME INC | ||||||||||
| 22 S 4TH AVENUE SUITE 102 | BRIGHTON | CO | 80601 | 841220644 | 501(C)(3) | $33,750 | $0 | N/A | N/A | HOMELESS PREVENTION PROGRAM |
| AMERICAN CANCER SOCIETY | ||||||||||
| 8221 WEST 20TH STREET | GREELEY | CO | 80634 | 131788491 | 501(C)(3) | $50,000 | $0 | N/A | N/A | CATTLE BARON'S BALL |
| ASSISTANCE LEAGUE OF GREELEY | ||||||||||
| 1706 9TH STREET | GREELEY | CO | 80631 | 237083124 | 501(C)(3) | $10,000 | $0 | N/A | N/A | COVID-19 RECOVERY GRANT |
| BOYS & GIRLS CLUBS OF WELD COUNTY | ||||||||||
| PO BOX 812 | GREELEY | CO | 80632 | 840529902 | 501(C)(3) | $10,500 | $0 | N/A | N/A | DIRECTOR & EMPLOYEE DISCRETIONARY GRANT: GENERAL SUPPORT |
| BRIGIT'S BOUNTY COMMUNITY SERVICES | ||||||||||
| 110 JOHNSON STREET | FREDERICK | CO | 80530 | 274561315 | 501(C)(3) | $10,000 | $0 | N/A | N/A | GARDEN AFTER-SCHOOL PROGRAM |
| CATHOLIC CHARITIES AND COMMUNITY SERVICES OF THE ARCHDIOCESE | ||||||||||
| 1442 N 11TH AVENUE | GREELEY | CO | 80631 | 840686679 | 501(C)(3) | $244,223 | $0 | N/A | N/A | HOSPITAL HOUSING PROGRAM |
| COMMUNITY GRIEF CENTER | ||||||||||
| 4650 WEST 20TH STREET SUITE A | GREELEY | CO | 80634 | 473925959 | 501(C)(3) | $20,000 | $0 | N/A | N/A | DIRECTOR & EMPLOYEE DISCRETIONARY GRANT: FUND A SESSION OF THE MOMS GROUP |
| CONNECTIONS FOR INDEPENDENT LIVING | ||||||||||
| 1331 8TH AVENUE | GREELEY | CO | 80631 | 742418249 | 501(C)(3) | $10,000 | $0 | N/A | N/A | CONNECTIONS HOUSING CHOICE DEPOSIT ASSISTANCE PROGRAM |
| DAYSPRING CHRISTIAN ACADEMY | ||||||||||
| 3734 W 20TH STREET | GREELEY | CO | 80634 | 840690857 | 501(C)(3) | $17,877 | $0 | N/A | N/A | PROVIDING RESOURCES FOR LOW-INCOME STUDENTS TO ENABLE THEM TO PERFORM AT THEIR MAXIMUM CAPABILITIES |
| DEMENTIA TOGETHER | ||||||||||
| 1540 MAIN STREET SUITE 218 | WINDSOR | CO | 80550 | 814275360 | 501(C)(3) | $25,000 | $0 | N/A | N/A | DEMENTIA FRIENDLY LIFE ENRICHMENT AND EDUCATION |
| GREELEY CENTER FOR INDEPENDENCE | ||||||||||
| 2780 28TH AVENUE | GREELEY | CO | 80634 | 840779790 | 501(C)(3) | $16,000 | $0 | N/A | N/A | WALK RUN OR ROLL 2021 |
| GREELEY FAMILY HOUSE | ||||||||||
| 1206 10TH STREET | GREELEY | CO | 80631 | 841045958 | 501(C)(3) | $34,825 | $0 | N/A | N/A | DIRECTOR & EMPLOYEE DISCRETIONARY GRANT: OPERATING SUPPORT & FUNDING CASE MANAGERS |
| GREELEY WELD HABITAT FOR HUMANITY | ||||||||||
| 104 NORTH 16TH AVENUE | GREELEY | CO | 80631 | 841091487 | 501(C)(3) | $33,000 | $0 | N/A | N/A | DIRECTOR & EMPLOYEE DISCRETIONARY GRANT: GENERAL SUPPORT |
| HABITAT FOR HUMANITY OF THE ST VRAIN VELLEY | ||||||||||
| PO BOX 333 | LONGMONT | CO | 80502 | 841092616 | 501(C)(3) | $12,500 | $0 | N/A | N/A | NEIGHBORHOOD REVITALIZATION |
| HIGH PLAINS LIBRARY DISTRICT FOUNDATION | ||||||||||
| 2650 W 29TH STREET | GREELEY | CO | 80631 | 841600136 | 501(C)(3) | $12,500 | $0 | N/A | N/A | BUILDING COMMUNITY THROUGH WORKFORCE DEVELOPMENT |
| HOPE HOUSE NORTHERN COLORADO | ||||||||||
| 1812 56TH AVENUE SUITE C | GREELEY | CO | 80634 | 842254895 | 501(C)(3) | $15,000 | $0 | N/A | N/A | EDUCATION AND DIRECT SUPPORT |
| I HAVE A DREAM FOUNDATION OF BOULDER COUNTY | ||||||||||
| 5390 MANHATTAN CIRCLE 200 | BOULDER | CO | 80303 | 841150542 | 501(C)(3) | $10,000 | $0 | N/A | N/A | POSITIVE FUTURES FOR DREAMER SCHOLARS |
| JOBS OF HOPE INC | ||||||||||
| PO BOX 1017 | GREELEY | CO | 80632 | 462146247 | 501(C)(3) | $36,500 | $0 | N/A | N/A | HOUSE OF HOPE PROJECT |
| LARIMER COUNTY PARTNERS INC | ||||||||||
| 530 S COLLEGE AVENUE UNIT 1 | FORT COLLINS | CO | 80524 | 742486211 | 501(C)(3) | $45,000 | $0 | N/A | N/A | YOUTH MENTORING AND PREVENTION EDUCATION PROGRAMMING |
| LIFE STORIES CHILD & FAMILY ADVOCACY | ||||||||||
| 1640 25TH AVENUE | GREELEY | CO | 80634 | 841469488 | 501(C)(3) | $12,000 | $0 | N/A | N/A | DIRECTOR & EMPLOYEE DISCRETIONARY GRANT: OPERATIONAL FUNDS/UNRESTRICTED |
| LONGS PEAK COUNCIL INC BSA | ||||||||||
| 2215 23RD AVENUE | GREELEY | CO | 80634 | 840253710 | 501(C)(3) | $25,000 | $0 | N/A | N/A | DIRECTOR & EMPLOYEE DISCRETIONARY GRANT: MEMORIAL CONTRIBUTION FOR RICHARD BOETTCHER |
| NORTH COLORADO HEALTH ALLIANCE | ||||||||||
| 2930 11TH AVENUE | EVANS | CO | 80620 | 651189617 | 501(C)(3) | $62,500 | $0 | N/A | N/A | HOSPITAL TO HOUSING: CENTERING HOUSING STABILITY IN A MATURE COMMUNITY CARE MODEL |
| NORTH COLORADO MEDICAL CENTER FOUNDATION INC | ||||||||||
| 815 8TH AVENUE | GREELEY | CO | 80631 | 840718355 | 501(C)(3) | $13,200 | $0 | N/A | N/A | DIRECTOR & EMPLOYEE DISCRETIONARY GRANT: CARDIAC REHABILITATION PROGRAM |
| NORTH RANGE BEHAVIORAL HEALTH | ||||||||||
| 1300 N 17TH AVENUE | GREELEY | CO | 80631 | 840622660 | 501(C)(3) | $267,500 | $0 | N/A | N/A | GENERAL OPERATING SUPPORT |
| NORTHERN COLORADO YOUTH FOR CHRIST | ||||||||||
| 134 11TH AVENUE | GREELEY | CO | 80632 | 237332916 | 501(C)(3) | $18,750 | $0 | N/A | N/A | REBALANCE |
| POUDRE LEARNING CENTER FOUNDATION | ||||||||||
| 8313 WEST F STREET | GREELEY | CO | 80631 | 810723214 | 501(C)(3) | $20,600 | $0 | N/A | N/A | DIRECTOR & EMPLOYEE DISCRETIONARY GRANT: SUPPORT STAFF DEVELOPING EDUCATIONAL PROGRAMMING FOR THE POUDRE LEARNING CENTER |
| SEXUAL ASSAULT VICTIM ADVOCATE CENTER | ||||||||||
| 921 38TH AVENUE | GREELEY | CO | 80634 | 383675536 | 501(C)(3) | $20,000 | $0 | N/A | N/A | PREVENTION EDUCATION PROGRAMMING |
| ST MARY CATHOLIC SCHOOL | ||||||||||
| 2351 22ND AVENUE | GREELEY | CO | 80631 | 840559660 | 501(C)(3) | $11,500 | $0 | N/A | N/A | DIRECTOR & EMPLOYEE DISCRETIONARY GRANT: MURPHY SCHOLARSHIP |
| ST VRAIN VALLEY SCHOOL DISTRICT RE-1J | ||||||||||
| 395 S PRATT PARKWAY | LONGMONT | CO | 80501 | 846014380 | CITY OF LONGMONT | $21,514 | $0 | N/A | N/A | DIRECTOR & EMPLOYEE DISCRETIONARY GRANT: THUNDER VALLEY K-8 - ITEMS OUTLINED IN REQUEST INCLUDING SCOOTER RAMP, SWING ATTACHMENT, SENSORY TABLE, SQUEEZE MACHINE, PUZZLE WALL, EASY READ RULERS, EZPZ MATS |
| SUNRISE COMMUNITY HEALTH | ||||||||||
| 2930 11TH AVENUE | EVANS | CO | 80620 | 840613289 | 501(C)(3) | $9,875 | $0 | N/A | N/A | COVID-19 RECOVERY GRANT |
| THE AVERY CENTER | ||||||||||
| PO BOX 336391 | GREELEY | CO | 80633 | 472494559 | 501(C)(3) | $15,800 | $0 | N/A | N/A | ENDING THE GAME |
| THE GREELEY DREAM TEAM INC | ||||||||||
| 1025 9TH AVENUE SUITE 336 | GREELEY | CO | 80631 | 841070282 | 501(C)(3) | $23,000 | $0 | N/A | N/A | THE GREELEY DREAM TEAM K8 PROGRAM STEM EXPANSION |
| THE RESOURCE CENTER | ||||||||||
| 822 14TH STREET | GREELEY | CO | 80631 | 742277812 | 501(C)(3) | $15,000 | $0 | N/A | N/A | DIRECTOR & EMPLOYEE DISCRETIONARY GRANT |
| THE SUCCESS FOUNDATION SERVING GREELEY-EVANS SCHOOLS INC | ||||||||||
| 1025 NINTH AVENUE | GREELEY | CO | 80631 | 273567674 | 501(C)(3) | $385,543 | $0 | N/A | NN | SMARTLAB PROJECT |
| TURNING POINT CENTER FOR YOUTH AND FAMILY DEVELOPMENT INC | ||||||||||
| 1644 S COLLEGE AVENUE | FORT COLLINS | CO | 80525 | 742400627 | 501(C)(3) | $91,250 | $0 | N/A | N/A | WELD COUNTY OUTPATIENT CENTER |
| UNITED WAY OF WELD COUNTY | ||||||||||
| PO BOX 1944 | GREELEY | CO | 80632 | 846011918 | 501(C)(3) | $578,069 | $0 | N/A | N/A | CORNERSTONE PARTNERSHIP, COLORADO READING CORPS, WELD PROJECT CONNECT |
| UNIVERSITY OF NORTHERN COLORADO FOUNDATION INC | ||||||||||
| 1620 RESERVOIR ROAD | GREELEY | CO | 80631 | 846044833 | 501(C)(3) | $104,000 | $0 | N/A | N/A | DIRECTOR & EMPLOYEE DISCRETIONARY GRANT |
| VOLUNTEERS OF AMERICA COLORADO BRANCH | ||||||||||
| 2660 LARIMER STREET | DENVER | CO | 80205 | 840430995 | 501(C)(3) | $42,500 | $0 | N/A | N/A | COLORADO RAPID REHOUSING FOR REENTRY PLUS (COR3 PLUS) |
| WELD COUNTY SCHOOL DISTRICT 6 | ||||||||||
| 1025 9TH AVENUE | GREELEY | CO | 80634 | 846002058 | WELD COUNTY | $290,000 | $0 | N/A | N/A | DIRECTOR & EMPLOYEE DISCRETIONARY GRANTS |
| WELD COUNTY SCHOOL DISTRICT 8 | ||||||||||
| 200 S FULTON AVENUE | FORT LUPTON | CO | 80621 | 846002059 | WELD COUNTY | $25,000 | $0 | N/A | N/A | WELD 8 SCHOOLS - WE CONNECT INITIATIVE |
| WELD COUNTY SCHOOL DISTRICT RE-1 | ||||||||||
| 14827 WCR 42 | GILCREST | CO | 80623 | 846013393 | WELD COUNTY | $36,933 | $0 | N/A | N/A | VALLEY UNMANNED AERIAL SYSTEMS & ROBOTICS |
| WELD COUNTY SCHOOL DISTRICT RE-3J | ||||||||||
| PO BOX 1022 | HUDSON | CO | 80642 | 846013310 | WELD COUNTY | $7,000 | $0 | N/A | N/A | COVID-19 RECOVERY GRANT |
| WELD COUNTY SCHOOL DISTRICT RE-5J | ||||||||||
| 110 S CENTENNIAL DRIVE SUITE A | MILLIKEN | CO | 80543 | 846014680 | WELD COUNTY | $18,810 | $0 | N/A | N/A | COVID-19 RECOVERY GRANT |
| WELD COUNTY SCHOOL DISTRICT RE-8 | ||||||||||
| 200 S FULTON AVENUE | FORT LUPTON | CO | 80621 | 846002059 | WELD COUNTY | $50,000 | $0 | N/A | N/A | COMMUNITY OUTREACH SPECIALIST AND SUPPLIES |
| WELD FOOD BANK | ||||||||||
| 1108 H STREET | GREELEY | CO | 80631 | 742244826 | 501(C)(3) | $37,500 | $0 | N/A | N/A | DIRECTOR & EMPLOYEE DISCRETIONARY GRANTS |
| YOUTH & FAMILY CONNECTIONS | ||||||||||
| 1750 25TH AVENUE SUITE 305 | GREELEY | CO | 80634 | 331119333 | 501(C)(3) | $6,500 | $0 | N/A | N/A | DIRECTOR & EMPLOYEE DISCRETIONARY GRANTS |
| BANNER HEALTH SYSTEM | ||||||||||
| 1810 16TH STREET | GREELEY | CO | 80631 | 450233470 | 501(C)(3) | $5,000,000 | $0 | N/A | N/A | INDIGENT CARE |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total501c3 Org | 52 | Total501c3OrgCnt |
| Total Other Org | 0 | TotalOtherOrgCnt |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART I, LINE 2: | FormAndLineReferenceDesc |
| Explanation | 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. | ExplanationTxt |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Club Dues Or Fees | Yes (X) | ClubDuesOrFeesInd |
| Written Policy Ref T And E Expnss | 0 | WrittenPolicyRefTAndEExpnssInd |
| Substantiation Required | 0 | SubstantiationRequiredInd |
| Compensation Survey | Yes (X) | CompensationSurveyInd |
| Board Or Committee Approval | Yes (X) | BoardOrCommitteeApprovalInd |
| Severance Payment | 0 | SeverancePaymentInd |
| Supplemental Nonqual Rtr Plan | 0 | SupplementalNonqualRtrPlanInd |
| Equity Based Comp Arrngm | 0 | EquityBasedCompArrngmInd |
| Comp Based On Revenue Of Flng Org | 0 | CompBasedOnRevenueOfFlngOrgInd |
| Comp Bsd On Rev Related Orgs | 0 | CompBsdOnRevRelatedOrgsInd |
| Comp Bsd Net Earns Flng Org | 0 | CompBsdNetEarnsFlngOrgInd |
| Comp Bsd Net Earns Rltd Orgs | 0 | CompBsdNetEarnsRltdOrgsInd |
| Any Non Fixed Payments | 0 | AnyNonFixedPaymentsInd |
| Initial Contract Exception | 0 | InitialContractExceptionInd |
Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (5 entries)
| TitleTitleTxt | Base Compensation Filing OrgBaseCompensationFilingOrgAmt | Compensation Based On Rltd OrgsCompensationBasedOnRltdOrgsAmt | Bonus Filing OrganizationBonusFilingOrganizationAmount | Bonus Related OrganizationsBonusRelatedOrganizationsAmt | Other Compensation Filing OrgOtherCompensationFilingOrgAmt | Other Compensation Rltd OrgsOtherCompensationRltdOrgsAmt | Deferred Compensation Flng OrgDeferredCompensationFlngOrgAmt | Deferred Comp Rltd OrgsDeferredCompRltdOrgsAmt | Nontaxable Benefits Filing OrgNontaxableBenefitsFilingOrgAmt | Nontaxable Benefits Rltd OrgsNontaxableBenefitsRltdOrgsAmt | Total Compensation Filing OrgTotalCompensationFilingOrgAmt | Total Compensation Rltd OrgsTotalCompensationRltdOrgsAmt | Comp Report Prior990 Filing OrgCompReportPrior990FilingOrgAmt | Comp Report Prior990 Rltd OrgsCompReportPrior990RltdOrgsAmt |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| JEFF CARLSON | ||||||||||||||
| CEO | $222,365 | $0 | $40,000 | $0 | $900 | $0 | $15,821 | $0 | $7,367 | $0 | $286,453 | $0 | $0 | $0 |
| MICHAEL BOND | ||||||||||||||
| COO | $174,936 | $0 | $2,000 | $0 | $900 | $0 | $11,382 | $0 | $24,858 | $0 | $214,076 | $0 | $0 | $0 |
| RHONDA MOREHEAD | ||||||||||||||
| DIRECTOR OF COMMUNICATIONS | $165,889 | $0 | $2,000 | $0 | $900 | $0 | $10,197 | $0 | $12,247 | $0 | $191,233 | $0 | $0 | $0 |
| RAMON SERRANO | ||||||||||||||
| CFO | $146,451 | $0 | $2,000 | $0 | $825 | $0 | $9,421 | $0 | $23,096 | $0 | $181,793 | $0 | $0 | $0 |
| KYLE HOLMAN | ||||||||||||||
| DIRECTOR OF HEALTH GRANTS | $136,273 | $0 | $2,000 | $0 | $900 | $0 | $9,124 | $0 | $25,725 | $0 | $174,022 | $0 | $0 | $0 |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART I, LINE 1A | FormAndLineReferenceDesc |
| Explanation | THE ORGANIZATION PAID $800 FOR MIKE BOND'S MEMBERSHIP DUES IN THE ROTARY CLUB OF GREELEY. THE ORGANIZATION PAID $800 FOR RHONDA MOREHEAD'S MEMBERSHIP DUES IN THE ROTARY CLUB OF GREELEY. THE FMV OF THE DUES IS NOT INCLUDED IN TAXABLE WAGES. | ExplanationTxt |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (7 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| 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 FORM 990 WAS PREPARED BY THE ORGANIZATION'S INDEPENDENT CPA WITH INFORMATION PROVIDED BY MANAGEMENT. 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. THE DELIBERATION AND DECISION IS DOCUMENTED IN THE BOARD MINUTES. THE LAST YEAR THIS PROCESS WAS COMPLETED WAS 2021. |
| 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: | CHANGE IN VALUE OF HEDGING INTEREST RATE SWAPS -709,695. PENSION RELATED CHANGES OTHER THAN NET PERIODIC PENSION -685,592. BOOK/TAX ADJUSTMENT FOR GRANT PAYMENTS 5,000,000. |
| FORM 990, PART XII, LINE 2C | THE PROCESS FOR OVERSIGHT AND SELECTION OF AN INDEPENDENT ACCOUNTANT HAS NOT CHANGED FROM THE PRIOR YEAR. |
Schedule R IRS990ScheduleR
Id Disregarded Entities IdDisregardedEntitiesGrp (4 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | EINEIN | Primary ActivitiesPrimaryActivitiesTxt | Legal Domicile StateLegalDomicileStateCd | Total IncomeTotalIncomeAmt | End Of Year AssetsEndOfYearAssetsAmt | Business Name Line1DirectControllingEntityName/BusinessNameLine1Txt |
|---|---|---|---|---|---|---|---|---|---|
| SHEEP DRAW FARMS LLC | |||||||||
| 1801 16TH STREET | GREELEY | CO | 80631 | 680540676 | HOLDS TITLE TO FARM RENT INCOME | CO | $19,915 | $5,786,414 | THE WELD TRUST |
| SOUTHSIDE INVESTMENTS LLC | |||||||||
| 1801 16TH STREET | GREELEY | CO | 80631 | 680611503 | OWNS HOUSES ADJACENT TO THE HOSPITAL | CO | -$52,431 | $307,369 | THE WELD TRUST |
| NORMEDCO CARE LLC | |||||||||
| 1801 16TH STREET | GREELEY | CO | 80631 | 742354112 | OWNS FACILITY LEASED TO A FEDERAL QAULIFIED HEALTH CENTER FOR $1 PER YEAR | CO | -$110,383 | $1,148,624 | THE WELD TRUST |
| NIOBRARA | |||||||||
| 1801 16TH STREET | GREELEY | CO | 80631 | 742358522 | CO | $0 | $0 | THE WELD TRUST | |
Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp
Disregarded Entity Name DisregardedEntityName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | NORTH COLORADO MEDICAL CENTER FOUNDATION INC | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 815 8TH AVENUE | AddressLine1Txt |
| City | GREELEY | CityNm |
| State Abbreviation | CO | StateAbbreviationCd |
| ZIP | 80631 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 840718355 | EIN |
| Primary Activities | POSITIVELY IMPACT THE HEALTH, EDUCATION, AND WELLNESS OF WELD COUNTY. | PrimaryActivitiesTxt |
| Legal Domicile State | CO | LegalDomicileStateCd |
| Exempt Code Section | 501(C)(3) | ExemptCodeSectionTxt |
| Public Charity Status | LINE 7 | PublicCharityStatusTxt |
Direct Controlling Entity Name DirectControllingEntityName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE WELD TRUST | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Controlled Organization | Yes (1) | ControlledOrganizationInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Receipt Of Int Annts Rnts Rylts | 0 | ReceiptOfIntAnntsRntsRyltsInd |
| Gift Grnt Or Cap Contri To Oth Org | Yes (1) | GiftGrntOrCapContriToOthOrgInd |
| Gift Grnt Cap Contri From Oth Org | 0 | GiftGrntCapContriFromOthOrgInd |
| Loans Or Guarantees To Other Org | 0 | LoansOrGuaranteesToOtherOrgInd |
| Loans Or Guarantees From Oth Org | 0 | LoansOrGuaranteesFromOthOrgInd |
| Div Related Organization | 0 | DivRelatedOrganizationInd |
| Asset Sale To Other Org | 0 | AssetSaleToOtherOrgInd |
| Asset Purchase From Other Org | 0 | AssetPurchaseFromOtherOrgInd |
| Asset Exchange | 0 | AssetExchangeInd |
| Rental Of Facilities To Oth Org | Yes (1) | RentalOfFacilitiesToOthOrgInd |
| Rental Of Fclts From Oth Org | 0 | RentalOfFcltsFromOthOrgInd |
| Perform Of Services For Oth Org | Yes (1) | PerformOfServicesForOthOrgInd |
| Perform Of Services By Other Org | 0 | PerformOfServicesByOtherOrgInd |
| Sharing Of Facilities | Yes (1) | SharingOfFacilitiesInd |
| Paid Employees Sharing | Yes (1) | PaidEmployeesSharingInd |
| Reimbursement Paid To Other Org | Yes (1) | ReimbursementPaidToOtherOrgInd |
| Reimbursement Paid By Other Org | Yes (1) | ReimbursementPaidByOtherOrgInd |
| Transfer To Other Org | 0 | TransferToOtherOrgInd |
| Transfer From Other Org | 0 | TransferFromOtherOrgInd |
Transactions Related Org TransactionsRelatedOrgGrp
Other Organization Name OtherOrganizationName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | NORTH COLORADO MEDICAL CENTER FOUNDATION INC | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Transaction Type | L | TransactionTypeTxt |
| Involved | $685,191 | InvolvedAmt |
| Method Of Amount Determination | FMV OF DONATED SERVICES | MethodOfAmountDeterminationTxt |