2025-06-27T18:42:21-07:00 2024-12-31 841488001 Nielsen & Company PC CPAs 4840 Lee Cir Boulder CO 80303 990PF 2024-01-01 841513850 OREG FOUNDATION OREG 7205654064 P O BOX 20587 BOULDER CO 80308 JULIE SHAFFER EX DIR / SEC'Y 2025-06-27 true true PATRICIA M NIELSEN CPA P00139638 3035791511 2024 2025-03-06 01:10:19Z X 4372351 X 543521 X 28543 28543 28543 9934 9934 9934 -159919 4440342 355958 7074 922 922 922 423001 395357 46473 132000 66000 66000 3960 1980 1980 7341 3670 3671 5732 5732 15224 9954 5270 23936 25800 25800 378 378 47680 2028 45652 262051 89364 148751 2036708 2036708 2298759 89364 2185459 -1875758 305993 46473 10002 6063 6063 144087 2616918 2616918 5406 4400 4400 276303 1566269 1743170 9572 9572 4571494 1801 1800 1800 5009093 4195450 4372351 0 X 5009093 4195450 5009093 4195450 5009093 4195450 5009093 -1875758 1072773 4206108 10658 4195450 ST UBS A/C #..1245 SHORT TERM P 2024-01-01 2024-12-31 1487 1252 235 235 LT UBS A/C #..1245 LONG TERM P 2000-01-01 2024-12-31 120869 50234 70635 70635 UBS RECONCILE UBS A/C #.1245 P 2000-01-01 2024-12-31 643 -643 -643 ML CAPITAL GAIN DIVIDENDS P 1 1 1 ST ML - A/C # ..2163 SHORT TERM P 2024-01-01 2024-12-31 121547 115004 6543 6543 LT ML - A/C # ..2163 LONG TERM P 2000-01-01 2024-12-31 32046 30964 1082 1082 ML RECONCILE MERRILL LYNCH TO BOOKS P 2000-01-01 2024-12-31 1040 1054 -14 -14 ML ML - A/C # ..2163 SUPPL SHORTTERM P 2024-01-01 2024-12-31 1411 1116 295 295 ML ML - A/C # ..2163 SUPPL LONG TERM P 2000-01-01 2024-12-31 2161 1704 457 457 LOT 2A 9.84 ACRES +IMPROVEMENTS P 2016-08-01 2024-10-09 3600000 3854808 -254808 -254808 200 TSLA DONATE ML - A/C # ..2163 LONG TERM P 2018-09-07 2024-07-26 43688 3473 40215 40215 300 TSLA DONATE ML - A/C # ..2163 LONG TERM P 2018-09-07 2024-07-26 65532 5209 60323 60323 400 TSLA DONATE ML - A/C # ..2163 LONG TERM P 2018-09-07 2024-12-24 179864 6946 172918 172918 200 TSLA DONATE UBS A/C #..1245 LONG TERM P 2018-09-07 2024-11-07 57289 3470 53819 53819 100 TSLA DONATE UBS A/C #..1245 LONG TERM P 2018-09-07 2024-11-25 35903 1701 34202 34202 200 TSLA DONATE UBS A/C #..1245 LONG TERM P 2018-09-07 2024-12-13 86005 3403 82602 82602 200 TSLA DONATE UBS A/C #..1245 LONG TERM P 2018-09-07 2024-12-26 91498 3403 88095 88095 RECONCILE BOOKS TO MERRILL LYNCH P Capital Gain Dividends 1 355958 7074 4253 4253 4253 4400 4400 147 147 false false false false false false true true true CO true false false false false true www.GuideStar.org JULIE SHAFFER EXEC DIRECTOR 7205654064 P O BOX 20587 BOULDER CO 803080587 false false false false false false false false false false false false false false false false false false false false false false LINDSAY A WEAVER JR P O BOX 20587 BOULDER CO 803080587 Director /TREAS 10.00 0 JULIE SHAFFER P O BOX 20587 BOULDER CO 803080587 EX DIR & SEC'Y 40.00 132000 3960 NONE MERRILL LYNCH BANK OF AMERICA CORP BOULDER CO 80302 INVESTMENT ADVISOR 2211 NIELSEN & COMPANY PC CPAs & CONSULTANTS 4840 LEE CIRCLE BOULDER CO 80303 ACCOUNTING & TAX FEE 5775 JESSIE ROTHMAN-CHURCH 6542 FAIRWAYS DRIVE LONGMONT CO 80503 BOOKKEEPING SERVICES 1566 UBS BUSINESS SERVICES ACCOUNT 555 CALIFORNIA ST SAN FRANCISCO CA 94104 INVESTMENT ADVISOR 3520 THE PRIMARY CHARITABLE ACTIVITY OF THE FOUNDATION CENTERS AROUND ADMINISTERING GRANTS, REVIEWING GRANT APPLICATIONS, INTERVIEWING APPLICANTS, SELECTING GRANTEES AND REVIEWING REPORTS RELATING TO THE USE OF THE GRANT FUNDS. THEREFORE, 100% OF CHARITABLE EXPENSE FOR SALARIES AND BENEFITS, OCCUPANCY, CONFERENCES AND OFFICE EXPENSES ARE LISTED AS THE AMOUNT OF EXPENSE FOR THIS ACTIVITY. THIS AMOUNT CORRESPONDS TO PAGE 1, LINE 24D LESS EXPENSES DIRECTLY RELATED TO THE CHARITABLE RENTAL ACTIVITY SHOWN ON ACTIVITY #2. 144768 THE FOUNDATION LEASED A SUBSTANTIAL AMOUNT OF LAND AND BUILDINGS TO ANOTHER 501(C)(3) ORGANIZATION FOR ONLY $18 PER YEAR UNTIL OCTOBER 18, 2024 WHEN THE LAND WAS SOLD IN A BARGAIN SALE AND DONATED TO 2 501(C)(3) ORGANIZATIONS. THE FOUNDATION HAS RECEIVED A PROPERTY TAX EXEMPTION FOR THE REAL PROPERTY DUE TO THIS ACTIVITY. THE FOUNDATION CONSIDERED THE LAND AND BUILDINGS TO BE CHARITABLE-USE ASSETS WHILE RENTED. THE ONLY DIRECT EXPENSES RELATED TO THIS RENTAL ACTIVITY ARE INSURANCE AND UTILITIES. 3983 1224482 866708 2226 2093416 0 2093416 31401 2062015 103101 103101 4253 4253 98848 98848 98848 2185459 76883 2262342 98848 98800 342640 262118 583938 1287496 2262342 0 98848 2163494 3450990 0 3450990 98800 342640 262118 583938 2163494 LINDSAY A WEAVER JR OREG FOUNDATION PO BOX 20587 BOULDER CO 803080587 7205654064 COMMON GRANT APPLICATION NONE NONE EXHIBIT B OREG FOUNDATION BOULDER CO 80301 NONE EXH B EXHIBIT B 186708 BLDR JEWISH COMM CENTER 6007 OREG DRIVE BOULDER CO 80303 NONE 501(C)(3) BARGAIN PORTION OF SALE TO BOULDER JEWISH COMMUNITY CENTER A 502(C)(3) ORGANIZATION OF THE LAND UPON WHICH THE BJCC CONDUCTS ITS OPERATIONS. THIS LAND WAS PREVIOUSLY RENTED BY THE DONOR TO THE BJCC. LAND WAS APPRAISED AT $4,500,000 AND WAS SOLD AT $3,600,000; A BARGAIN ELEMENT OF $900,000. 900000 BONAI SHALOM 1527 CHERRYVALE ROAD BOULDER CO 80303 NONE NC DONATION OF LAND TO BONAI SHALOM UPON WHICH THE ORGANIZATION WILL BUILD A NEW SYAGOGUE. SEE APPRAISAL FOR LAND DETAILS LOT 2B. 950000 2036708 14 28543 14 9934 21 16298 -176217 ROYALTY INCOME- GROSS 15 922 55697 -176217 -120520 false false false false false false false false false false BOOKKEEPING FEES 1566 783 0 783 TAX AND ACCOUNTING ADVICE-NIELSEN & CO 5775 2887 0 2888 THERE WAS A LARGER AMOUNT OF CASH HELD THAN USUAL BECAUSE OF A LARGE SALE OF LAND IN OCTOMBER 2024. JESSIE ROTHMAN-CHURCH MONTHLY BOOKKEEPING SERVICES MERRILL LYNCH INVESTMENT ADVICE FOR MERRILL LYNCH ACCOUNT NIELSEN & COMPANY PC CPAs & CONSULTANTS PREPARATION OF ANNUAL FORM 990-PF AND TAX-RELATED CONSULTATIONS. UBS BUSINESS SERVICES ACCOUNT INVESTMENT ADVICE FOR UBS ACCOUNTS. CC POWER STATION 12/18/13 2013-12-31 2011 1723 SL 7.0000 288 CC FENCES - 2016 2016-08-01 63025 46747 SL 10.0000 4727 CC GREENHOUSE DOME 2016-09-30 69790 50598 SL 10.0000 5234 CC BARN - 2016 2017-07-01 54552 9036 SL 0.0256 1108 CC BARN - 2017 2017-07-01 388775 64384 SL 0.0256 7892 CC GREENHOUSE DOME 2017-07-01 30280 19682 SL 10.0000 2271 CC FENCES & GATES 2017 2017-07-01 24000 15600 SL 10.0000 1800 CC BARN - 2018 2018-07-27 1425 202 SL 0.0256 29 CC FENCES & GATES 2018 2018-08-10 7621 4128 SL 10.0000 572 CC GREENHOUSE DOME 2023-12-07 197 2 SL 10.0000 15 Furniture and Fixtures 4973 4973 Machinery and Equipment 4599 4599 OREG FOUNDATION DONATED SUBSTANTIAL LAND AND SOLD AT A DISCOUNT OTHER LAND TO 2 OTHER 501(C)(3)) ORGANIZATIONS, WHICH RESULTED IN A SUBSTANTIAL CONTRACTION OF ASSETS. THE FOUNDATION CONTINUES TO OPERATE A PRIVATE FOUNDATION WITH QUALIFYING DONATIONS FROM REMAINING ASSETS. RENTAL DEPOSIT 1800 1800 1800 PRIOR PERIOD ADJUSTMENT 10658 AUTO MILEAGE REIMB 852 852 BANK CHARGES- CC 150 150 DUES FOR ORG SUPPORT 1719 1719 INSURANCE - D&O 2420 2420 INSURANCE - PROPERTY CC 3786 3786 INSURANCE REFUNDS -540 -540 INTERNET EXPENSE 221 110 111 INVESTMENT EXPENSES ML SUPPL 62 62 LICENSES & PERMITS - CC 18903 18903 LICENSES & PERMITS - OREG 93 46 47 MEALS, MEEETINGS, ENTERTAINMENT 7860 7860 OFFICE EXPENSES 1275 637 638 PAYROLL PROCESSING 2046 1023 1023 POSTAGE AND DELIVERY 517 517 PROPERTY EXPENSE - APPRAISAL 3800 3800 PROPERTY EXPENSE - CLOSING COSTS DONATN 3062 3062 TELEPHONE 1257 1257 UTILITIES CC 197 197 ROYALTY INCOME- GROSS 922 922 922 DISCOUNT PORTION OF LAND SALE TO 501(C)(3) ORG -LOT 2A 900000 FMV EXCESS OF BASIS OF LAND DONATED TO 501(C)(3) ORG- LOT 2B 172773 INVESTMENT ADVISOR FEES 5732 5732 0 0 EXCISE TAX - CASH BASIS 4244 4244 FOREIGN TAXES PD FROM DIVIDENDS 440 440 PAYROLL TAXES 10098 5049 5049 WORKERS' COMP INSURANCE 442 221 221