THE WELD TRUST: Form 990, tax year 2024
View the entire original 990 at ProPublica ↗
- Organization
- THE WELD TRUST (EIN 74-2358522)
- Tax period
- 2024-01-01 to 2024-12-31
- Filed
- 2025-11-17
- IRS object ID
- 202503219349320615
- Schema version
- 2024v5.2
- 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 ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2025-11-17T16:08:47-06:00 | ReturnTs |
| Tax Period End | 2024-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 450250958 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | EIDE BAILLY LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2950 E HARMONY RD STE 290 | AddressLine1Txt |
| City | FORT COLLINS | CityNm |
| State Abbreviation | CO | StateAbbreviationCd |
| ZIP | 805283429 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2024-01-01 | 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 AVENUE | 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 | CHIEF EXECUTIVE OFFICER | PersonTitleTxt |
| Phone | 9703506052 | PhoneNum |
| Signature | 2025-11-17 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | Yes (1) | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | KYLE FRITCH CPA | PreparerPersonNm |
| PTIN | P01313374 | PTIN |
| Phone | 9702238825 | PhoneNum |
| Preparation | 2025-11-17 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2024 | TaxYr |
| Build TS | 2025-03-06 01:10:19Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | TOM GRANT | PrincipalOfficerNm |
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) |
|---|---|---|
| Gross Receipts | $262,442,149 | GrossReceiptsAmt |
| Group Return For Affiliates | 0 | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | 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 | 0 | TotalEmployeeCnt |
| Total Volunteers | 11 | TotalVolunteersCnt |
| Total Gross UBI | -$81,500 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $0 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $0 | PYContributionsGrantsAmt |
| CY Contributions Grants | $0 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $0 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $0 | CYProgramServiceRevenueAmt |
| PY Investment Income | $13,125,682 | PYInvestmentIncomeAmt |
| CY Investment Income | $34,894,284 | CYInvestmentIncomeAmt |
| PY Other Revenue | $90,147 | PYOtherRevenueAmt |
| CY Other Revenue | $335,980 | CYOtherRevenueAmt |
| PY Total Revenue | $13,215,829 | PYTotalRevenueAmt |
| CY Total Revenue | $35,230,264 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $15,375,536 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $51,734,407 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $1,759,903 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $1,891,231 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $0 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $0 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $2,907,283 | PYOtherExpensesAmt |
| CY Other Expenses | $3,237,087 | CYOtherExpensesAmt |
| PY Total Expenses | $20,042,722 | PYTotalExpensesAmt |
| CY Total Expenses | $56,862,725 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | -$6,826,893 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | -$21,632,461 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $550,587,263 | TotalAssetsBOYAmt |
| Total Assets EOY | $578,882,286 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $21,437,834 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $48,728,720 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $529,149,429 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $530,153,566 | NetAssetsOrFundBalancesEOYAmt |
| Mission | THE WELD TRUST AWARDS GRANTS RELATED TO HEALTH AND EDUCATION TO NONPROFITS, SCHOOLS AND GOVERNMENT ENTITIES TO ENHANCE THE LIVES OF WELD COUNTY RESIDENTS. | MissionDesc |
| Significant New Program Srvc | 0 | SignificantNewProgramSrvcInd |
| Significant Change | 0 | SignificantChangeInd |
| Expense | $51,734,407 | ExpenseAmt |
| Grant | $51,734,407 | GrantAmt |
| Desc | THE WELD TRUST AWARDS GRANTS RELATED TO HEALTH AND EDUCATION TO NONPROFITS, SCHOOLS AND GOVERNMENT ENTITIES TO ENHANCE THE LIVES OF WELD COUNTY RESIDENTS. | Desc |
| Total Program Service Expenses | $51,734,407 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | Yes (1) | DescribedInSection501c3Ind |
| Schedule B Required | 0 | 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 | Yes (1) | 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 | 13 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (1) | BackupWthldComplianceInd |
| Employee | 0 | 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 | JEFFREY CARLSON | 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 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part VII | Yes (X) | InfoInScheduleOPartVIIInd |
Form990 Part VII Section A Form990PartVIISectionAGrp (17 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Average Hours Per Week Rltd OrgAverageHoursPerWeekRltdOrgRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | OfficerOfficerInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt | Highest Compensated EmployeeHighestCompensatedEmployeeInd |
|---|---|---|---|---|---|---|---|---|
| TOM GRANT | ||||||||
| PRESIDENT & CHAIR | 1.00 | 1.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | |
| BRANDON HOUTCHENS | ||||||||
| VICE CHAIR | 1.00 | 1.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | |
| ROBERT MURPHY | ||||||||
| TREASURER | 1.00 | 1.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | |
| MARK LAWLEY | ||||||||
| SECRETARY | 1.00 | 1.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | |
| VICKI WILSON PHD RN | ||||||||
| DIRECTOR | 1.00 | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| MIKE SIMONE | ||||||||
| DIRECTOR | 1.00 | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| TRAVIS GILLMORE | ||||||||
| DIRECTOR | 1.00 | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| ROSE STOLLER | ||||||||
| DIRECTOR | 1.00 | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| JASON YEATER | ||||||||
| DIRECTOR | 1.00 | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| JOHN DOLLARHIDE | ||||||||
| DIRECTOR | 1.00 | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| TIMOTHY BRYNTESON | ||||||||
| DIRECTOR | 1.00 | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| JEFFREY CARLSON | ||||||||
| CHIEF EXECUTIVE OFFICER | 32.00 | 8.00 | Yes (X) | $199,592 | $0 | $24,476 | ||
| MIKE BOND | ||||||||
| CHIEF OPERATING OFFICER | 32.00 | 8.00 | $168,366 | $0 | $30,447 | Yes (X) | ||
| RAMON SERRANO | ||||||||
| CHIEF FINANCIAL OFFICER(THRU NOV) | 32.00 | 8.00 | $177,736 | $0 | $50,095 | Yes (X) | ||
| RHONDA MOREHEAD | ||||||||
| DIRECTOR OF COMMUNICATIONS | 32.00 | 8.00 | $146,031 | $0 | $35,027 | Yes (X) | ||
| KYLE HOLMAN | ||||||||
| DIRECTOR OF HEALTH GRANTS | 40.00 | 0.00 | $156,659 | $0 | $49,131 | Yes (X) | ||
| DOUG ELLIOT | ||||||||
| DIRECTOR OF EDUCATION GRANTS | 36.00 | 4.00 | $128,449 | $0 | $46,801 | Yes (X) | ||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $976,833 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $0 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $235,977 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 6 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | 0 | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | Yes (1) | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | 0 | CompensationFromOtherSrcsInd |
Contractor Compensation ContractorCompensationGrp
Contractor Name ContractorName
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | INNOVEST PORTFOLIO SOLUTIONS LLC | BusinessNameLine1Txt |
Contractor Address ContractorAddress
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 7979 E TUFTS AVENUE SUITE 1700 | AddressLine1Txt |
| City | DENVER | CityNm |
| State Abbreviation | CO | StateAbbreviationCd |
| ZIP | 80237 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Services | INVESTMENT ADVISORY SERVICES | ServicesDesc |
| Compensation | $195,977 | CompensationAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct Rcvd Greater Than100 K | 1 | CntrctRcvdGreaterThan100KCnt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $12,378,410 | TotalRevenueColumnAmt |
| Unrelated Business Revenue | -$81,500 | UnrelatedBusinessRevenueAmt |
| Exclusion | $12,459,910 | ExclusionAmt |
Royalties Revenue RoyaltiesRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $253,442 | TotalRevenueColumnAmt |
| Exclusion | $253,442 | ExclusionAmt |
Gross Rents GrossRentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $73,831 | RealAmt |
Less Rental Expenses LessRentalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $11,725 | RealAmt |
Rental Income Or Loss RentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $62,106 | RealAmt |
Net Rental Income Or Loss NetRentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $62,106 | TotalRevenueColumnAmt |
| Exclusion | $62,106 | ExclusionAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $249,716,034 | SecuritiesAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $227,200,160 | SecuritiesAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $22,515,874 | SecuritiesAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $22,515,874 | TotalRevenueColumnAmt |
| Exclusion | $22,515,874 | ExclusionAmt |
Other Revenue Misc OtherRevenueMiscGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | OTHER MISCELLANEOUS INCOME | Desc |
| Business | 900099 | BusinessCd |
| Total Revenue Column | $20,432 | TotalRevenueColumnAmt |
| Exclusion | $20,432 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Revenue Total | $20,432 | OtherRevenueTotalAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $35,230,264 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $0 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | -$81,500 | UnrelatedBusinessRevenueAmt |
| Exclusion | $35,311,764 | ExclusionAmt |
Grants To Domestic Orgs GrantsToDomesticOrgsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $51,734,407 | TotalAmt |
| Program Services | $51,734,407 | ProgramServicesAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $274,942 | TotalAmt |
| Management And General | $274,942 | ManagementAndGeneralAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,401,898 | TotalAmt |
| Management And General | $1,401,898 | ManagementAndGeneralAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $16,500 | TotalAmt |
| Management And General | $16,500 | ManagementAndGeneralAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $197,891 | TotalAmt |
| Management And General | $197,891 | ManagementAndGeneralAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $17,557 | TotalAmt |
| Management And General | $17,557 | ManagementAndGeneralAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $43,249 | TotalAmt |
| Management And General | $43,249 | ManagementAndGeneralAmt |
Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,202,336 | TotalAmt |
| Management And General | $2,202,336 | ManagementAndGeneralAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $185,711 | TotalAmt |
| Management And General | $185,711 | ManagementAndGeneralAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $55,281 | TotalAmt |
| Management And General | $55,281 | ManagementAndGeneralAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $152,389 | TotalAmt |
| Management And General | $152,389 | ManagementAndGeneralAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $51,835 | TotalAmt |
| Management And General | $51,835 | ManagementAndGeneralAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $30,352 | TotalAmt |
| Management And General | $30,352 | ManagementAndGeneralAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $53,341 | TotalAmt |
| Management And General | $53,341 | ManagementAndGeneralAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $179,590 | TotalAmt |
| Management And General | $179,590 | ManagementAndGeneralAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $28,737 | TotalAmt |
| Management And General | $28,737 | ManagementAndGeneralAmt |
Other Expenses OtherExpensesGrp (4 entries)
| DescDesc | TotalTotalAmt | Management And GeneralManagementAndGeneralAmt |
|---|---|---|
| SALES AND USE TAX AND O | $198,075 | $198,075 |
| DUES & SUBSCRIPTIONS | $30,939 | $30,939 |
| STAFF DEVELOPMENT | $4,027 | $4,027 |
| BOND FEES | $1,000 | $1,000 |
All Other Expenses AllOtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,668 | TotalAmt |
| Management And General | $2,668 | ManagementAndGeneralAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $56,862,725 | TotalAmt |
| Program Services | $51,734,407 | ProgramServicesAmt |
| Management And General | $5,128,318 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $3,732,899 | BOYAmt |
| EOY | $1,833,226 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $788,251 | BOYAmt |
| EOY | $1,260,386 | EOYAmt |
Oth Notes Loans Receivable Net OthNotesLoansReceivableNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $21,171,399 | BOYAmt |
| EOY | $15,780,298 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $9,262 | BOYAmt |
| EOY | $16,203 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $17,163,894 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $5,479,219 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $11,840,265 | BOYAmt |
| EOY | $11,684,675 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $392,443,615 | BOYAmt |
| EOY | $430,149,478 | EOYAmt |
Investments Other Securities InvestmentsOtherSecuritiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $120,601,572 | BOYAmt |
| EOY | $118,158,020 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $550,587,263 | BOYAmt |
| EOY | $578,882,286 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $356,357 | BOYAmt |
| EOY | $335,651 | EOYAmt |
Grants Payable GrantsPayableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $21,081,477 | BOYAmt |
| EOY | $48,393,069 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $21,437,834 | BOYAmt |
| EOY | $48,728,720 | 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 | $529,149,429 | BOYAmt |
| EOY | $530,153,566 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $529,149,429 | BOYAmt |
| EOY | $530,153,566 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $550,587,263 | BOYAmt |
| EOY | $578,882,286 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | Yes (X) | InfoInScheduleOPartXIInd |
| Reconcilation Revenue Expnss | -$21,632,461 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | $17,636,598 | NetUnrlzdGainsLossesInvstAmt |
| Other Changes In Net Assets | $5,000,000 | OtherChangesInNetAssetsAmt |
| 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 |
|---|---|---|---|---|
| WELD LEGACY FOUNDATION | ||||
| 840718355 | 7 | Yes (1) | $169,560 | $959,396 |
| CLASS OF PUBLICLY SUPPORTED ORGANIZATIONS | ||||
| 000000000 | 7 | Yes (1) | $13,496,953 | $600,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Supported Organizations Total | 2 | SupportedOrganizationsTotalCnt |
| Support Sum | $13,666,513 | SupportSumAmt |
| Other Support Sum | $1,559,396 | 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 | 0 | OrganizationChangeSuprtOrgInd |
| 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 (2 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| PART I, LINE 12G, COLUMN (V) AND (VI): | IN ADDITION TO SUPPORTING THE NAMED SUPPORTED ORGANIZATION, WELD LEGACY 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 WELD LEGACY 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. |
Schedule D IRS990ScheduleD
Buildings BuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Cost Or Other Basis | $5,861,886 | InvestmentCostOrOtherBasisAmt |
| Depreciation | $5,041,440 | DepreciationAmt |
| Book Value | $820,446 | BookValueAmt |
Leasehold Improvements LeaseholdImprovementsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $398,057 | OtherCostOrOtherBasisAmt |
| Depreciation | $264,348 | DepreciationAmt |
| Book Value | $133,709 | BookValueAmt |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $46,499 | OtherCostOrOtherBasisAmt |
| Depreciation | $33,219 | DepreciationAmt |
| Book Value | $13,280 | BookValueAmt |
Other Land Buildings OtherLandBuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Cost Or Other Basis | $10,857,452 | InvestmentCostOrOtherBasisAmt |
| Depreciation | $140,212 | DepreciationAmt |
| Book Value | $10,717,240 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $11,684,675 | TotalBookValueLandBuildingsAmt |
Other Securities OtherSecuritiesGrp (14 entries)
| DescDesc | Book ValueBookValueAmt | Method ValuationMethodValuationCd |
|---|---|---|
| RCP SOF III OVERAGE FUND | $4,066,273 | F |
| WEATHERLOW OFFSHORE FUND | $8,533,501 | F |
| IRONWOOD INSTITUTIONAL MULTI-STRATEGY FUND | $10,749,320 | F |
| HUDSON BAY INTERNATIONAL FUND | $9,823,361 | F |
| CANYON VALUE REALIZATION FUND | $8,047,164 | F |
| STEPSTONE VC GLOBAL PARTNERS X-B | $4,954,958 | F |
| U.S. REAL ESTATE INVESTMENT FUND | $13,954,187 | F |
| HARBOURVEST 2021 GLOBAL FEEDER FUND | $7,317,346 | F |
| PARTNERS GROUP PRIVATE EQUITY | $11,297,373 | F |
| GOLUB CAPITAL PARTNERS INTERNATIONAL | $27,774,503 | F |
| CORDILLERA INVESTMENT FUND III | $3,694,682 | F |
| RCP SOF IV FEEDER | $1,757,671 | F |
| STEPSTONE VC GLOBAL PARTNERS XI | $866,253 | F |
| PARTNERS GROUP 2019 | $5,321,428 | F |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Securities | $118,158,020 | TotalBookValueSecuritiesAmt |
| Footnote Text | Yes (X) | FootnoteTextInd |
| Total Rev Etc Audited Fincl Stmt | $51,276,251 | TotalRevEtcAuditedFinclStmtAmt |
| Net Unrealized Gains Invst | $17,636,598 | NetUnrealizedGainsInvstAmt |
| Donated Services And Use Fclts | $600,000 | DonatedServicesAndUseFcltsAmt |
| Revenue Not Reported | $18,236,598 | RevenueNotReportedAmt |
| Revenue Subtotal | $33,039,653 | RevenueSubtotalAmt |
| Investment Expenses Not Incld | $2,202,336 | InvestmentExpensesNotIncldAmt |
| Other Revenues Not Included | -$11,725 | OtherRevenuesNotIncludedAmt |
| Revenue Not Reported Fincl Stmt | $2,190,611 | RevenueNotReportedFinclStmtAmt |
| Total Revenue Per Form990 | $35,230,264 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $50,272,114 | TotExpnsEtcAuditedFinclStmtAmt |
| Donated Services Use Fclts | $600,000 | DonatedServicesUseFcltsAmt |
| Other Expenses Included | $11,725 | OtherExpensesIncludedAmt |
| Expenses Not Reported | $611,725 | ExpensesNotReportedAmt |
| Expenses Subtotal | $49,660,389 | ExpensesSubtotalAmt |
| Investment Expenses Not Incld2 | $2,202,336 | InvestmentExpensesNotIncld2Amt |
| Other Expenses Not Included | $5,000,000 | OtherExpensesNotIncludedAmt |
| Expenses Not Rpt Fincl Stmt | $7,202,336 | ExpensesNotRptFinclStmtAmt |
| Total Expenses Per Form990 | $56,862,725 | TotalExpensesPerForm990Amt |
Supplemental Information Detail SupplementalInformationDetail (5 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 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 4B - OTHER ADJUSTMENTS: | RENTAL EXPENSES NETTED WITH REVENUE -11,725. |
| PART XII, LINE 2D - OTHER ADJUSTMENTS: | RENTAL EXPENSES NETTED WITH REVENUE 11,725. |
| 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. |
Schedule F IRS990ScheduleF
Account Activities Outside US AccountActivitiesOutsideUSGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Region | CENTRAL AMERICA AND THE CARIBBEAN - ANTIGUA & BARBUDA, ARUBA, BAHAMAS, | RegionTxt |
| Offices | 0 | OfficesCnt |
| Employee | 0 | EmployeeCnt |
| Type Of Activities Conducted | INVESTMENTS | TypeOfActivitiesConductedTxt |
| Specific Services Provided | N/A | SpecificServicesProvidedTxt |
| Region Total Expenditures | $64,083,088 | 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 | $64,083,088 | SubtotalSpentAmt |
| Continuation Spent | $0 | ContinuationSpentAmt |
| Total Spent | $64,083,088 | 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 SCHEDULE F. |
| 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 THREE 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. |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | Yes (1) | GrantRecordsMaintainedInd |
Recipient Table RecipientTable (102 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | Recipient EINRecipientEIN | IRC SectionIRCSectionDesc | Cash GrantCashGrantAmt | Non Cash AssistanceNonCashAssistanceAmt | Purpose Of GrantPurposeOfGrantTxt |
|---|---|---|---|---|---|---|---|---|
| 60 RIDE SENIOR RESOURCE SERVICES | ||||||||
| 800 8TH AVENUE SUITE 229 | GREELEY | CO | 80631 | 204429783 | 501C(3) | $48,975 | $0 | HEALTH AND/OR EDUCATION PURPOSES FOR WELD COUNTY |
| A WOMAN'S PLACE | ||||||||
| PO BOX 71 | GREELEY | CO | 80632 | 840811596 | 501C(3) | $84,150 | $0 | HEALTH AND/OR EDUCATION PURPOSES FOR WELD COUNTY |
| ADVENTURE WEST COUNCIL INC BSA | ||||||||
| 2215 23RD AVENUE | GREELEY | CO | 80634 | 840253710 | 501C(3) | $49,050 | $0 | HEALTH AND/OR EDUCATION PURPOSES FOR WELD COUNTY |
| ALA CARTE EDUCATION FOUNDATION INC | ||||||||
| 1823 45TH AVENUE | GREELEY | CO | 80634 | 831537134 | 501C(3) | $42,500 | $0 | HEALTH AND/OR EDUCATION PURPOSES FOR WELD COUNTY |
| ALMOST HOME INC | ||||||||
| 22 S 4TH AVENUE SUITE 102 | BRIGHTON | CO | 80601 | 841220644 | 501C(3) | $12,672 | $0 | HEALTH AND/OR EDUCATION PURPOSES FOR WELD COUNTY |
| AMERICAN CANCER SOCIETY | ||||||||
| PO BOX 370207 | DENVER | CO | 80237 | 131788491 | 501C(3) | $50,000 | $0 | HEALTH AND/OR EDUCATION PURPOSES FOR WELD COUNTY |
| ASSISTANCE LEAGUE OF GREELEY | ||||||||
| 1706 9TH STREET | GREELEY | CO | 80631 | 237083124 | 501C(3) | $20,000 | $0 | HEALTH AND/OR EDUCATION PURPOSES FOR WELD COUNTY |
| AZTECA BOXING CLUB | ||||||||
| 3660 W 25TH STREET UNIT 801 | GREELEY | CO | 80634 | 823084450 | 501C(3) | $63,000 | $0 | HEALTH AND/OR EDUCATION PURPOSES FOR WELD COUNTY |
| BALON USA | ||||||||
| 16 YANK WAY | LAKEWOOD | CO | 80228 | 831843874 | 501C(3) | $40,150 | $0 | HEALTH AND/OR EDUCATION PURPOSES FOR WELD COUNTY |
| BLUE RISING COMMUNITY | ||||||||
| 300 CENTER DRIVE G-358 | SUPERIOR | CO | 80027 | 862707421 | 501C(3) | $25,000 | $0 | HEALTH AND/OR EDUCATION PURPOSES FOR WELD COUNTY |
| BOOK TRUST INC | ||||||||
| 191 UNIVERSITY BOULEVARD SUITE 527 | DENVER | CO | 80206 | 204124164 | 501C(3) | $103,000 | $0 | HEALTH AND/OR EDUCATION PURPOSES FOR WELD COUNTY |
| BOULDER COUNTY RSVP BOARD INC | ||||||||
| 6325 GUNPARK DRIVE SUITE F | BOULDER | CO | 80301 | 840769724 | 501C(3) | $20,000 | $0 | HEALTH AND/OR EDUCATION PURPOSES FOR WELD COUNTY |
| BOYS & GIRLS CLUBS OF WELD COUNTY | ||||||||
| PO BOX 812 | GREELEY | CO | 80632 | 840529902 | 501C(3) | $232,500 | $0 | HEALTH AND/OR EDUCATION PURPOSES FOR WELD COUNTY |
| BROTHERS REDEVELOPMENT INC | ||||||||
| 2250 EATON STREET SUITE B | EDGEWATER | CO | 80214 | 840615347 | 501C(3) | $60,000 | $0 | HEALTH AND/OR EDUCATION PURPOSES FOR WELD COUNTY |
| CARBON VALLEY HELP CENTER | ||||||||
| PO BOX 508 | FIRESTONE | CO | 80520 | 453722048 | 501C(3) | $15,000 | $0 | HEALTH AND/OR EDUCATION PURPOSES FOR WELD COUNTY |
| CARDINAL COMMUNITY ACADEMY CHARTER SCHOOL | ||||||||
| 3101 COUNTY ROAD 65 | KEENESBURG | CO | 80643 | 841429957 | 501C(3) | $195,000 | $0 | HEALTH AND/OR EDUCATION PURPOSES FOR WELD COUNTY |
| CATHOLIC CHARITIES AND COMMUNITY SERVICES OF THE ARCHDIOCESE | ||||||||
| 6240 SMITH ROAD | DENVER | CO | 80216 | 840686679 | 501C(3) | $310,002 | $0 | HEALTH AND/OR EDUCATION PURPOSES FOR WELD COUNTY |
| CENTENNIAL BOARD OF COOPERATIVE EDUCATIONAL SERVICES (BOCES) | ||||||||
| 2020 CLUBHOUSE DRIVE | GREELEY | CO | 80634 | 840599905 | 501C(3) | $59,300 | $0 | HEALTH AND/OR EDUCATION PURPOSES FOR WELD COUNTY |
| COAL CREEK MEALS ON WHEELS | ||||||||
| 455 N BURLINGTON AVENUE | LAFAYETTE | CO | 80026 | 840634856 | 501C(3) | $30,000 | $0 | HEALTH AND/OR EDUCATION PURPOSES FOR WELD COUNTY |
| COLORADO CENTER FOR NURSING EXCELLENCE | ||||||||
| 7535 E HAMPDEN AVENUE SUITE 110 | DENVER | CO | 80231 | 320022295 | 501C(3) | $25,000 | $0 | HEALTH AND/OR EDUCATION PURPOSES FOR WELD COUNTY |
| COLORADO EDUCATION INITIATIVE | ||||||||
| 3000 LAWRENCE STREET SUITE 135 | DENVER | CO | 80205 | 261597530 | 501C(3) | $100,000 | $0 | HEALTH AND/OR EDUCATION PURPOSES FOR WELD COUNTY |
| COLORADO GIVES FOUNDATION | ||||||||
| 5855 WADSWORTH BYPASS UNIT A | ARVADA | CO | 80003 | 510157964 | 501C(3) | $100,000 | $0 | HEALTH AND/OR EDUCATION PURPOSES FOR WELD COUNTY |
| COLORADO HUMANITIES | ||||||||
| 7935 E PRENTICE AVENUE SUITE 450 | GREENWOOD VILLAGE | CO | 80111 | 840715097 | 501C(3) | $10,000 | $0 | HEALTH AND/OR EDUCATION PURPOSES FOR WELD COUNTY |
| COLORADO SUCCEEDS | ||||||||
| 730 17TH STREET 950 | DENVER | CO | 80202 | 753221270 | 501C(3) | $25,000 | $0 | HEALTH AND/OR EDUCATION PURPOSES FOR WELD COUNTY |
| COMMUNITY GRIEF CENTER | ||||||||
| 4650 W 20TH STREET SUITE A | GREELEY | CO | 80634 | 473925959 | 501C(3) | $61,438 | $0 | HEALTH AND/OR EDUCATION PURPOSES FOR WELD COUNTY |
| COUNTY OF WELD EMPLOYMENT SERVICES | ||||||||
| PO BOX A | GREELEY | CO | 80631 | 846000813 | 501C(3) | $56,250 | $0 | HEALTH AND/OR EDUCATION PURPOSES FOR WELD COUNTY |
| DAYSPRING CHRISTIAN ACADEMY | ||||||||
| 3734 W 20TH STREET | GREELEY | CO | 80634 | 840690857 | 501C(3) | $54,143 | $0 | HEALTH AND/OR EDUCATION PURPOSES FOR WELD COUNTY |
| DEMTENTIA TOGETHER | ||||||||
| 4025 AUTOMATION WAY SUITE F2 | FORT COLLINS | CO | 80525 | 814275360 | 501C(3) | $60,000 | $0 | HEALTH AND/OR EDUCATION PURPOSES FOR WELD COUNTY |
| ENVISION CREATIVE SUPPORT FOR PEOPLE WITH DEVELOPMENTAL DISABILITIES | ||||||||
| PO BOX 200069 | EVANS | CO | 80620 | 840568176 | 501C(3) | $31,500 | $0 | HEALTH AND/OR EDUCATION PURPOSES FOR WELD COUNTY |
| FINALLY HOME FOUNDATION | ||||||||
| 819 MAIN STREET | WINDSOR | CO | 80550 | 262687095 | 501C(3) | $45,000 | $0 | HEALTH AND/OR EDUCATION PURPOSES FOR WELD COUNTY |
| FIRST RESPONDER TRAUMA SERVICES | ||||||||
| 7006 RIDGELINE DRIVE | TIMNATH | CO | 80547 | 883697278 | 501C(3) | $40,000 | $0 | HEALTH AND/OR EDUCATION PURPOSES FOR WELD COUNTY |
| FIRST UNITED METHODIST OF PIERCE COLO & PIERCE FOOD PANTRY | ||||||||
| PO BOX 250 | PIERCE | CO | 80650 | 840923414 | 501C(3) | $50,000 | $0 | HEALTH AND/OR EDUCATION PURPOSES FOR WELD COUNTY |
| FORT LUPTON FOOD AND CLOTHING BANK | ||||||||
| PO BOX 45 | FORT LUPTON | CO | 80621 | 300273781 | 501C(3) | $57,459 | $0 | HEALTH AND/OR EDUCATION PURPOSES FOR WELD COUNTY |
| FORWARD STEPS FOUNDATION | ||||||||
| PO BOX 3484 | BOULDER | CO | 80307 | 205092412 | 501C(3) | $20,000 | $0 | HEALTH AND/OR EDUCATION PURPOSES FOR WELD COUNTY |
| FREEDOM REVIVED | ||||||||
| 3578 NORTHPARK DRIVE | WESTMINSTER | CO | 80031 | 850915654 | 501C(3) | $117,113 | $0 | HEALTH AND/OR EDUCATION PURPOSES FOR WELD COUNTY |
| FRIENDS OF A WOMAN'S PLACE | ||||||||
| PO BOX 337751 | GREELEY | CO | 80633 | 841224020 | 501C(3) | $10,000 | $0 | HEALTH AND/OR EDUCATION PURPOSES FOR WELD COUNTY |
| FRONT LINE FARMING | ||||||||
| PO BOX 1867 | ARVADA | CO | 80001 | 833496361 | 501C(3) | $25,000 | $0 | HEALTH AND/OR EDUCATION PURPOSES FOR WELD COUNTY |
| FYR MINDSET REPS | ||||||||
| 1136 E STUART STREET 4-204 | FORT COLLINS | CO | 80525 | 460528388 | 501C(3) | $37,500 | $0 | HEALTH AND/OR EDUCATION PURPOSES FOR WELD COUNTY |
| GENERATION SCHOOLS NETWORK INC | ||||||||
| 455 SHERMAN STREET SUITE 120 | DENVER | CO | 80203 | 760783006 | 501C(3) | $112,500 | $0 | HEALTH AND/OR EDUCATION PURPOSES FOR WELD COUNTY |
| GENERATIONS CHURCH COMMUNITY OUTREACH CENTER | ||||||||
| 1100 11TH AVENUE | GREELEY | CO | 80634 | 237287632 | 501C(3) | $25,250 | $0 | HEALTH AND/OR EDUCATION PURPOSES FOR WELD COUNTY |
| GENESIS PROJECT OF NORTHERN COLORADO | ||||||||
| 1411 9TH AVENUE UNIT 1 | GREELEY | CO | 80631 | 270028078 | 501C(3) | $12,500 | $0 | HEALTH AND/OR EDUCATION PURPOSES FOR WELD COUNTY |
| GREELEY FAMILY HOUSE | ||||||||
| 1206 10TH STREET | GREELEY | CO | 80631 | 841045958 | 501C(3) | $52,254 | $0 | HEALTH AND/OR EDUCATION PURPOSES FOR WELD COUNTY |
| GREELEY PHILHARMONIC ORCHESTRA ASSOCIATION INC | ||||||||
| 801 8TH STREET SUITE 230 | GREELEY | CO | 80631 | 846031376 | 501C(3) | $25,000 | $0 | HEALTH AND/OR EDUCATION PURPOSES FOR WELD COUNTY |
| GREELEY WELD HABITAT FOR HUMANITY | ||||||||
| 2080 GREELEY MALL STREET UNIT D05 | GREELEY | CO | 80631 | 841091487 | 501C(3) | $2,612,500 | $0 | HEALTH AND/OR EDUCATION PURPOSES FOR WELD COUNTY |
| HAPPINESS THROUGH HORSES | ||||||||
| 15600 COUNTY ROAD 6 | FORT LUPTON | CO | 80621 | 463226710 | 501C(3) | $11,000 | $0 | HEALTH AND/OR EDUCATION PURPOSES FOR WELD COUNTY |
| HIGH PLAINS HOUSING DEVELOPMENT CORP | ||||||||
| PO BOX 1053 | GREELEY | CO | 80632 | 841300818 | 501C(3) | $2,501,000 | $0 | HEALTH AND/OR EDUCATION PURPOSES FOR WELD COUNTY |
| HIGH PLAINS LIBRARY DISTRICT FRIENDS & FOUNDATION | ||||||||
| 2650 W 29TH STREET | GREELEY | CO | 80631 | 841600136 | 501C(3) | $18,137 | $0 | HEALTH AND/OR EDUCATION PURPOSES FOR WELD COUNTY |
| HOPE AT MIRACLE HOUSE | ||||||||
| PO BOX 762 | FORT LUPTON | CO | 80621 | 465508034 | 501C(3) | $29,504 | $0 | HEALTH AND/OR EDUCATION PURPOSES FOR WELD COUNTY |
| HOPE HOUSE NORTHERN COLORADO | ||||||||
| 1812 56TH AVENUE SUITE C | GREELEY | CO | 80634 | 842254895 | 501C(3) | $32,000 | $0 | HEALTH AND/OR EDUCATION PURPOSES FOR WELD COUNTY |
| I HAVE A DREAM FOUNDATION OF BOULDER COUNTY | ||||||||
| 5390 MANHATTAN CIRCLE 200 | BOULDER | CO | 80303 | 841150542 | 501C(3) | $37,500 | $0 | HEALTH AND/OR EDUCATION PURPOSES FOR WELD COUNTY |
| IMAGINATION LIBRARY OF COLORADO | ||||||||
| 3000 LAWRENCE STREET | DENVER | CO | 80205 | 854295349 | 501C(3) | $66,525 | $0 | HEALTH AND/OR EDUCATION PURPOSES FOR WELD COUNTY |
| JOBS OF HOPE INC | ||||||||
| PO BOX 1017 | GREELEY | CO | 80632 | 462146247 | 501C(3) | $132,500 | $0 | HEALTH AND/OR EDUCATION PURPOSES FOR WELD COUNTY |
| JUNIOR ACHIEVEMENT-ROCKY MOUNTAIN INC | ||||||||
| 6500 GREENWOOD PLAZA BOULEVARD | GREENWOOD VILLAGE | CO | 80111 | 840430495 | 501C(3) | $20,000 | $0 | HEALTH AND/OR EDUCATION PURPOSES FOR WELD COUNTY |
| LARIMER COUNTY PARTNERS INC | ||||||||
| 530 S COLLEGE AVENUE UNIT 1 | FORT COLLINS | CO | 80524 | 742486211 | 501C(3) | $39,000 | $0 | HEALTH AND/OR EDUCATION PURPOSES FOR WELD COUNTY |
| LIBERTAS INSTITUTE CHILDREN'S ENTREPRENEUR MARKET | ||||||||
| 2183 W MAIN STREET SUITE A102 | LEHI | UT | 84043 | 455254794 | 501C(3) | $40,000 | $0 | HEALTH AND/OR EDUCATION PURPOSES FOR WELD COUNTY |
| LIFE STORIES CHILD & FAMILY ADVOCACY | ||||||||
| 1640 25TH AVENUE | GREELEY | CO | 80634 | 841469488 | 501C(3) | $23,500 | $0 | HEALTH AND/OR EDUCATION PURPOSES FOR WELD COUNTY |
| LUTHERAN SOCIAL SERVICES OF COLORADO | ||||||||
| 1035 OSAGE STREET SUITE 700 | DENVER | CO | 80204 | 840775550 | 501C(3) | $10,633 | $0 | HEALTH AND/OR EDUCATION PURPOSES FOR WELD COUNTY |
| MEALS ON WHEELS OF GREELEY INC | ||||||||
| 2131 9TH STREET | GREELEY | CO | 80631 | 840673693 | 501C(3) | $25,000 | $0 | HEALTH AND/OR EDUCATION PURPOSES FOR WELD COUNTY |
| MEDICINE HORSE PROGRAM | ||||||||
| PO BOX 17068 | BOULDER | CO | 80308 | 841558664 | 501C(3) | $27,690 | $0 | HEALTH AND/OR EDUCATION PURPOSES FOR WELD COUNTY |
| MICHAEL RAY LEE FOUNDATION | ||||||||
| 1132 49TH AVENUE | GREELEY | CO | 80634 | 861489129 | 501C(3) | $15,000 | $0 | HEALTH AND/OR EDUCATION PURPOSES FOR WELD COUNTY |
| NEIGHBOR TO NEIGHBOR INC | ||||||||
| 1550 BLUE SPRUCE DRIVE | FORT COLLINS | CO | 80524 | 840630214 | 501C(3) | $50,000 | $0 | HEALTH AND/OR EDUCATION PURPOSES FOR WELD COUNTY |
| NORTH RANGE BEHAVIORAL HEALTH | ||||||||
| 1300 N 17TH AVENUE | GREELEY | CO | 80631 | 840622660 | 501C(3) | $196,000 | $0 | HEALTH AND/OR EDUCATION PURPOSES FOR WELD COUNTY |
| NORTHERN COLORADO RUSH SOCCER CLUB | ||||||||
| 4681 WEST 20TH STREET 203 | GREELEY | CO | 80634 | 840809175 | 501C(3) | $15,100 | $0 | HEALTH AND/OR EDUCATION PURPOSES FOR WELD COUNTY |
| NORTHERN COLORADO VETERANS RESOURCE CENTER | ||||||||
| 777 8TH AVENUE | GREELEY | CO | 80631 | 820842029 | 501C(3) | $62,500 | $0 | HEALTH AND/OR EDUCATION PURPOSES FOR WELD COUNTY |
| NORTHERN COLORADO YOUTH FOR CHRIST | ||||||||
| 134 11TH AVENUE | GREELEY | CO | 80632 | 237332916 | 501C(3) | $391,600 | $0 | HEALTH AND/OR EDUCATION PURPOSES FOR WELD COUNTY |
| NOTHERN COLORADO CHRISTIAN ACADEMY | ||||||||
| 1561 BENJAMIN DRIVE | EATON | CO | 80615 | 474095998 | 501C(3) | $17,000 | $0 | HEALTH AND/OR EDUCATION PURPOSES FOR WELD COUNTY |
| POUDRE LEARNING CENTER FOUNDATION | ||||||||
| 8313 W F STREET | GREELEY | CO | 80631 | 810723214 | 501C(3) | $132,117 | $0 | HEALTH AND/OR EDUCATION PURPOSES FOR WELD COUNTY |
| PROJECT ANGEL HEART | ||||||||
| 4950 WASHINGTON STREET | DENVER | CO | 80216 | 841199481 | 501C(3) | $108,780 | $0 | HEALTH AND/OR EDUCATION PURPOSES FOR WELD COUNTY |
| PROJECT SELF SUFFICIENCY OF NORTHERN COLORADO | ||||||||
| 1810 BOISE AVENUE | LOVELAND | CO | 80538 | 841206341 | 501C(3) | $75,000 | $0 | HEALTH AND/OR EDUCATION PURPOSES FOR WELD COUNTY |
| QUALIFIED LISTENERS CORP | ||||||||
| PO BOX 563 | DACONO | CO | 80514 | 815381427 | 501C(3) | $27,752 | $0 | HEALTH AND/OR EDUCATION PURPOSES FOR WELD COUNTY |
| REACH OUT & READ COLORADO | ||||||||
| 1355 S COLORADO BLVD STE 108 | DENVER | CO | 80222 | 861172160 | 501C(3) | $45,000 | $0 | HEALTH AND/OR EDUCATION PURPOSES FOR WELD COUNTY |
| RESPITE CARE INC | ||||||||
| 6203 S LEMAY AVENUE | FORT COLLINS | CO | 80525 | 840840653 | 501C(3) | $106,500 | $0 | HEALTH AND/OR EDUCATION PURPOSES FOR WELD COUNTY |
| SECOND WIND FUND INC | ||||||||
| 303 EAST 17TH AVENUE SUITE 400 | DENVER | CO | 80203 | 731701536 | 501C(3) | $10,000 | $0 | HEALTH AND/OR EDUCATION PURPOSES FOR WELD COUNTY |
| SOCCER WITHOUT BORDERS | ||||||||
| 2101 16TH STREET | GREELEY | CO | 80631 | 203786129 | 501C(3) | $146,250 | $0 | HEALTH AND/OR EDUCATION PURPOSES FOR WELD COUNTY |
| ST JOHN PAUL II HIGH SCHOOL | ||||||||
| 1250 7TH STREET | WINDSOR | CO | 80550 | 844250015 | 501C(3) | $25,000 | $0 | HEALTH AND/OR EDUCATION PURPOSES FOR WELD COUNTY |
| ST VRAIN VALLEY SCHOOL DISTRICT RE-1J | ||||||||
| 395 S PRATT PARKWAY | LONGMONT | CO | 80501 | 846014380 | 501C(3) | $213,541 | $0 | HEALTH AND/OR EDUCATION PURPOSES FOR WELD COUNTY |
| SUNRISE COMMUNITY HEALTH IMMIGRANT AND REFUGEE CENTER OF NORTHERN COLORADO | ||||||||
| 2930 11TH AVENUE | EVANS | CO | 80620 | 840613289 | 501C(3) | $200,000 | $0 | HEALTH AND/OR EDUCATION PURPOSES FOR WELD COUNTY |
| THE ARC OF WELD COUNTY | ||||||||
| PO BOX 338047 | GREELEY | CO | 80633 | 841222223 | 501C(3) | $8,500 | $0 | HEALTH AND/OR EDUCATION PURPOSES FOR WELD COUNTY |
| THE ATTAINMENT NETWORK | ||||||||
| 490 RACE STREET | DENVER | CO | 80206 | 882778206 | 501C(3) | $7,500 | $0 | HEALTH AND/OR EDUCATION PURPOSES FOR WELD COUNTY |
| THE GREELEY DREAM TEAM INC | ||||||||
| 1025 9TH AVENUE SUITE 336 | GREELEY | CO | 80631 | 841070282 | 501C(3) | $159,375 | $0 | HEALTH AND/OR EDUCATION PURPOSES FOR WELD COUNTY |
| THE REGENTS OF THE UNIVERSITY OF COLORADO | ||||||||
| 3100 MARINE STREET ROOM 481 572 UCB | BOULDER | CO | 80309 | 846000555 | 501C(3) | $90,112 | $0 | HEALTH AND/OR EDUCATION PURPOSES FOR WELD COUNTY |
| THE RESOURCE CENTER | ||||||||
| 822 14TH STREET | GREELEY | CO | 80631 | 742277812 | 501C(3) | $25,000 | $0 | HEALTH AND/OR EDUCATION PURPOSES FOR WELD COUNTY |
| THE SUCCESS FOUNDATION SERVING GREELEY-EVANS SCHOOLS INC | ||||||||
| 1025 NINTH AVENUE | GREELEY | CO | 80631 | 273567674 | 501C(3) | $697,835 | $0 | HEALTH AND/OR EDUCATION PURPOSES FOR WELD COUNTY |
| THE UNIVERSITY OF NORTHERN COLORADO FOUNDATION INC | ||||||||
| 1620 RESERVOIR ROAD | GREELEY | CO | 80631 | 846044833 | 501C(3) | $332,250 | $0 | HEALTH AND/OR EDUCATION PURPOSES FOR WELD COUNTY |
| TRAVERSE CHRISTIAN CHURCH | ||||||||
| 810 AUTOMATION DRIVE | WINDSOR | CO | 80550 | 474836710 | 501C(3) | $25,000 | $0 | HEALTH AND/OR EDUCATION PURPOSES FOR WELD COUNTY |
| UNITED WAY OF WELD COUNTY INC | ||||||||
| PO BOX 1944 | GREELEY | CO | 80632 | 846011918 | 501C(3) | $673,433 | $0 | HEALTH AND/OR EDUCATION PURPOSES FOR WELD COUNTY |
| UNIVERSITY LABORATORY SCHOOL FOUNDATION | ||||||||
| 6525 W 18TH STREET | GREELEY | CO | 80634 | 841578409 | 501C(3) | $37,500 | $0 | HEALTH AND/OR EDUCATION PURPOSES FOR WELD COUNTY |
| VOLUNTEERS OF AMERICA COLORADO BRANCH | ||||||||
| 2660 LARIMER STREET | DENVER | CO | 80205 | 840430995 | 501C(3) | $187,500 | $0 | HEALTH AND/OR EDUCATION PURPOSES FOR WELD COUNTY |
| WE HELP AND LOVE EVERYONE | ||||||||
| 5699 W 20TH STREET SUITE 400 | GREELEY | CO | 80634 | 874433243 | 501C(3) | $127,000 | $0 | HEALTH AND/OR EDUCATION PURPOSES FOR WELD COUNTY |
| WELD COUNTY SCHOOL DISTRICT RE-1 | ||||||||
| PO BOX 157 | GILCREST | CO | 80623 | 846013393 | 501C(3) | $13,750 | $0 | HEALTH AND/OR EDUCATION PURPOSES FOR WELD COUNTY |
| WELD COUNTY SCHOOL DISTRICT RE-12 | ||||||||
| PO BOX 220 | GROVER | CO | 80729 | 846002113 | 501C(3) | $10,000 | $0 | HEALTH AND/OR EDUCATION PURPOSES FOR WELD COUNTY |
| WELD COUNTY SCHOOL DISTRICT RE-3J | ||||||||
| PO BOX 1022 | HUDSON | CO | 80642 | 846013310 | 501C(3) | $40,000 | $0 | HEALTH AND/OR EDUCATION PURPOSES FOR WELD COUNTY |
| WELD COUNTY SCHOOL DISTRICT RE-5J | ||||||||
| 110 S CENTENNIAL DRIVE SUITE A | MILLIKEN | CO | 80543 | 846014680 | 501C(3) | $99,414 | $0 | HEALTH AND/OR EDUCATION PURPOSES FOR WELD COUNTY |
| WELD COUNTY SCHOOL DISTRICT RE-7 | ||||||||
| PO BOX 485 | KERSEY | CO | 80644 | 846014646 | 501C(3) | $57,200 | $0 | HEALTH AND/OR EDUCATION PURPOSES FOR WELD COUNTY |
| WELD FOOD BANK | ||||||||
| 1108 H STREET | GREELEY | CO | 80631 | 742244826 | 501C(3) | $418,750 | $0 | HEALTH AND/OR EDUCATION PURPOSES FOR WELD COUNTY |
| WELD LEGACY FOUNDATION | ||||||||
| 815 8TH AVENUE | GREELEY | CO | 80631 | 840718355 | 501C(3) | $54,250 | $0 | HEALTH AND/OR EDUCATION PURPOSES FOR WELD COUNTY |
| WELD LEGACY FOUNDATION BRIGHT FUTURES | ||||||||
| 815 8TH AVENUE | GREELEY | CO | 80631 | 840718355 | 501C(3) | $115,310 | $0 | HEALTH AND/OR EDUCATION PURPOSES FOR WELD COUNTY |
| WELD RE-4 EDUCATIONAL FOUNDATION | ||||||||
| PMB 4178 1298 MAIN STREET UNIT A | WINDSOR | CO | 80550 | 462339519 | 501C(3) | $345,000 | $0 | HEALTH AND/OR EDUCATION PURPOSES FOR WELD COUNTY |
| WOMEN TO WOMEN INC | ||||||||
| PO BOX 336962 | GREELEY | CO | 80633 | 264224007 | 501C(3) | $10,000 | $0 | HEALTH AND/OR EDUCATION PURPOSES FOR WELD COUNTY |
| YMCA OF NORTHERN COLORADO | ||||||||
| 2800 DAGNY WAY | LAFAYETTE | CO | 80026 | 840459944 | 501C(3) | $42,500 | $0 | HEALTH AND/OR EDUCATION PURPOSES FOR WELD COUNTY |
| WELD COUNTY 4-H FOUNDATION INC | ||||||||
| 525 N 15TH AVE | GREELEY | CO | 80631 | 846288579 | 501C(3) | $12,500 | $0 | HEALTH AND/OR EDUCATION PURPOSES FOR WELD COUNTY |
| BANNER HEALTH | ||||||||
| 1801 16TH STREET | GREELEY | CO | 80631 | 841287638 | 501C(3) | $5,000,000 | $0 | HEALTH AND/OR EDUCATION PURPOSES FOR WELD COUNTY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total501c3 Org | 102 | 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 | Yes (1) | 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 | Yes (1) | AnyNonFixedPaymentsInd |
| Initial Contract Exception | 0 | InitialContractExceptionInd |
Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (6 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| RAMON SERRANO | ||||||||||||||
| CHIEF FINANCIAL OFFICER(THRU NOV) | $140,071 | $0 | $1,600 | $0 | $36,065 | $0 | $34,871 | $0 | $16,113 | $0 | $228,720 | $0 | $0 | $0 |
| JEFFREY CARLSON | ||||||||||||||
| CHIEF EXECUTIVE OFFICER | $199,592 | $0 | $0 | $0 | $0 | $0 | $15,120 | $0 | $10,404 | $0 | $225,116 | $0 | $0 | $0 |
| KYLE HOLMAN | ||||||||||||||
| DIRECTOR OF HEALTH GRANTS | $154,659 | $0 | $2,000 | $0 | $0 | $0 | $25,106 | $0 | $25,065 | $0 | $206,830 | $0 | $0 | $0 |
| MIKE BOND | ||||||||||||||
| CHIEF OPERATING OFFICER | $166,766 | $0 | $1,600 | $0 | $0 | $0 | $13,698 | $0 | $17,791 | $0 | $199,855 | $0 | $0 | $0 |
| RHONDA MOREHEAD | ||||||||||||||
| DIRECTOR OF COMMUNICATIONS | $144,431 | $0 | $1,600 | $0 | $0 | $0 | $20,776 | $0 | $15,190 | $0 | $181,997 | $0 | $0 | $0 |
| DOUG ELLIOT | ||||||||||||||
| DIRECTOR OF EDUCATION GRANTS | $126,649 | $0 | $1,800 | $0 | $0 | $0 | $23,918 | $0 | $23,746 | $0 | $176,113 | $0 | $0 | $0 |
Supplemental Information Detail SupplementalInformationDetail (4 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| PART I, LINE 1A | CHIEF OPERATING OFFICER- THE WELD TRUST PAID $1,100 IN ANNUAL MEMBERSHIP DUES TO THE GREELEY ROTARY CLUB. CHIEF ADMINISTRATIVE OFFICER- THE WELD TRUST PAID $1,100 IN ANNUAL MEMBERSHIP DUES TO THE GREELEY ROTARY CLUB AND $423.30 IN ANNUAL DUES TO THE COLORADO BAR ASSOCIATION. CHIEF FINANCIAL OFFICER- THE WELD TRUST PAID $429 IN ANNUAL MEMBERSHIP DUES TO THE COLORADO SOCIETY OF CPAS. THESE AMOUNTS WERE NOT INCLUDED IN THEIR TAXABLE INCOME. |
| PART I, LINE 1B | THE FEES PAID FOR THE SOCIAL CLUBS' DUES WERE NEGOTIATED BY THESE STAFF MEMBERS DURING THEIR HIRING PROCESSES. |
| PART I, LINE 4A | THE CHIEF FINANCIAL OFFICER RECEIVED $45,080.97 AS A SEVERANCE PAYMENT FOR ELIMINATION OF THE CFO POSITION. |
| PART I, LINE 7 | THE CHIEF EXECUTIVE OFFICER PAID STAFF MEMBERS WITH ONE-TIME, NON-FIXED PAYMENTS. |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (8 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 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 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: | BOOK/TAX ADJUSTMENT FOR GRANT PAYMENTS 5,000,000. |
| FORM 990, PART I, LINE 5, PART V, LINE 2A, PART VII AND PART IX: | THE WELD TRUST HAS A CLIENT SERVICE AGREEMENT WITH CONCURRENT HRO, AN UNRELATED ORGANIZATION. CONCURRENT HRO IS A PROFESSIONAL EMPLOYER ORGANIZATIONS(PEO). AS A RESULT, THE PEO IS THE EMPLOYER FOR THE PURPOSE OF PAYING WAGES AND BENEFITS. THE WELD TRUST INPUTS AND APPROVES ALL EMPLOYEE TIME AND WAGES INTO THE PEO'S ONLINE SYSTEM AND THE PEO PROCESSES THE PAYROLL AND ADMINISTERS ALL BENEFITS ON BEHALF OF THE WELD TRUST. THE PEO ALSO REMITS ALL TAXES AND FILE ALL RETURNS UNDER THEIR NAME AND EMPLOYER IDENTIFICATION NUMBER. THE SALARY, BENEFITS, AND PAYROLL TAX EXPENSES SHOWN ON FORM 990 LINE 5, 7, AND 10 OF PART IX REPRESENT AMOUNTS PAID BY THE PEO AS PART OF THE CLIENT SERVICE AGREEMENT. IN ADDITION, THE WELD TRUST IS REPORTING PAID EMPLOYEES ON FORM 990, PART V, LINE 2A BECAUSE OF THE RELATIONSHIP WITH THE PEO AS STATED ABOVE. |
Schedule R IRS990ScheduleR
Id Disregarded Entities IdDisregardedEntitiesGrp (3 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 | |||||||||
| 815 8TH AVENUE | GREELEY | CO | 80631 | 680540676 | HOLDS TITLE TO FARM RENT INCOME | CO | $18,697 | $5,786,414 | THE WELD TRUST |
| SOUTHSIDE INVESTMENTS LLC | |||||||||
| 815 8TH AVENUE | GREELEY | CO | 80631 | 680611503 | OWNS 662 ACRES OF VACANT LAND AND 1 HOUSE IN GREELEY | CO | $270,901 | $4,930,825 | THE WELD TRUST |
| NORMEDCO CARE LLC | |||||||||
| 815 8TH AVENUE | GREELEY | CO | 80631 | 742354112 | OWNS FACILITY LEASED TO A FEDERALLY QUALIFIED HEALTH CENTER FOR $1 PER YEAR | CO | -$4,807,615 | $820,446 | THE WELD TRUST |
Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp
Disregarded Entity Name DisregardedEntityName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | WELD LEGACY FOUNDATION | 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 | PUBLIC CHARITY | 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 | 0 | RentalOfFacilitiesToOthOrgInd |
| Rental Of Fclts From Oth Org | 0 | RentalOfFcltsFromOthOrgInd |
| Perform Of Services For Oth Org | 0 | 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 | 0 | 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 (3 entries)
| Transaction TypeTransactionTypeTxt | InvolvedInvolvedAmt | Method Of Amount DeterminationMethodOfAmountDeterminationTxt |
|---|---|---|
| WELD LEGACY FOUNDATION | ||
| B | $169,560 | COST |
| WELD LEGACY FOUNDATION | ||
| O | $831,976 | COST |
| WELD LEGACY FOUNDATION | ||
| N | $73,170 | COST |