2025-11-17T16:08:47-06:00 2024-12-31 450250958 EIDE BAILLY LLP 2950 E HARMONY RD STE 290 FORT COLLINS CO 805283429 990 2024-01-01 742358522 THE WELD TRUST WELD 9703506052 815 8TH AVENUE GREELEY CO 80631 JEFFREY CARLSON CHIEF EXECUTIVE OFFICER 9703506052 2025-11-17 1 1 KYLE FRITCH CPA P01313374 9702238825 2025-11-17 2024 2025-03-06 01:10:19Z TOM GRANT 815 8TH AVENUE GREELEY CO 80631 262442149 0 X WELDTRUST.ORG X 1984 CO TO POSITIVELY IMPACT THE HEALTH, EDUCATION, AND WELLNESS OF WELD COUNTY. 11 11 0 11 -81500 0 0 0 0 0 13125682 34894284 90147 335980 13215829 35230264 15375536 51734407 0 0 1759903 1891231 0 0 0 2907283 3237087 20042722 56862725 -6826893 -21632461 550587263 578882286 21437834 48728720 529149429 530153566 THE WELD TRUST AWARDS GRANTS RELATED TO HEALTH AND EDUCATION TO NONPROFITS, SCHOOLS AND GOVERNMENT ENTITIES TO ENHANCE THE LIVES OF WELD COUNTY RESIDENTS. 0 0 51734407 51734407 THE WELD TRUST AWARDS GRANTS RELATED TO HEALTH AND EDUCATION TO NONPROFITS, SCHOOLS AND GOVERNMENT ENTITIES TO ENHANCE THE LIVES OF WELD COUNTY RESIDENTS. 51734407 1 0 0 0 0 0 0 0 0 0 1 1 0 0 0 1 1 0 0 0 1 0 0 0 0 0 0 1 0 1 0 0 0 0 0 0 0 0 0 0 0 0 1 1 1 1 0 0 1 13 0 1 0 1 1 1 0 0 0 0 0 0 0 0 0 0 0 X 11 11 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 0 1 1 1 0 X JEFFREY CARLSON 9703506052 815 8TH AVENUE GREELEY CO 80631 X TOM GRANT PRESIDENT & CHAIR 1.00 1.00 X X 0 0 0 BRANDON HOUTCHENS VICE CHAIR 1.00 1.00 X X 0 0 0 ROBERT MURPHY TREASURER 1.00 1.00 X X 0 0 0 MARK LAWLEY SECRETARY 1.00 1.00 X X 0 0 0 VICKI WILSON PHD RN DIRECTOR 1.00 1.00 X 0 0 0 MIKE SIMONE DIRECTOR 1.00 1.00 X 0 0 0 TRAVIS GILLMORE DIRECTOR 1.00 1.00 X 0 0 0 ROSE STOLLER DIRECTOR 1.00 1.00 X 0 0 0 JASON YEATER DIRECTOR 1.00 1.00 X 0 0 0 JOHN DOLLARHIDE DIRECTOR 1.00 1.00 X 0 0 0 TIMOTHY BRYNTESON DIRECTOR 1.00 1.00 X 0 0 0 JEFFREY CARLSON CHIEF EXECUTIVE OFFICER 32.00 8.00 X 199592 0 24476 MIKE BOND CHIEF OPERATING OFFICER 32.00 8.00 X 168366 0 30447 RAMON SERRANO CHIEF FINANCIAL OFFICER(THRU NOV) 32.00 8.00 X 177736 0 50095 RHONDA MOREHEAD DIRECTOR OF COMMUNICATIONS 32.00 8.00 X 146031 0 35027 KYLE HOLMAN DIRECTOR OF HEALTH GRANTS 40.00 0.00 X 156659 0 49131 DOUG ELLIOT DIRECTOR OF EDUCATION GRANTS 36.00 4.00 X 128449 0 46801 976833 0 235977 6 0 1 0 INNOVEST PORTFOLIO SOLUTIONS LLC 7979 E TUFTS AVENUE SUITE 1700 DENVER CO 80237 INVESTMENT ADVISORY SERVICES 195977 1 12378410 -81500 12459910 253442 253442 73831 11725 62106 62106 62106 249716034 227200160 22515874 22515874 22515874 OTHER MISCELLANEOUS INCOME 900099 20432 20432 20432 35230264 0 -81500 35311764 51734407 51734407 274942 274942 1401898 1401898 16500 16500 197891 197891 17557 17557 43249 43249 2202336 2202336 185711 185711 55281 55281 152389 152389 51835 51835 30352 30352 53341 53341 179590 179590 28737 28737 SALES AND USE TAX AND O 198075 198075 DUES & SUBSCRIPTIONS 30939 30939 STAFF DEVELOPMENT 4027 4027 BOND FEES 1000 1000 2668 2668 56862725 51734407 5128318 0 3732899 1833226 788251 1260386 21171399 15780298 9262 16203 17163894 5479219 11840265 11684675 392443615 430149478 120601572 118158020 550587263 578882286 356357 335651 21081477 48393069 21437834 48728720 X 529149429 530153566 529149429 530153566 550587263 578882286 X -21632461 17636598 5000000 X 0 1 X 1 0 X X 2 WELD LEGACY FOUNDATION 840718355 7 1 169560 959396 CLASS OF PUBLICLY SUPPORTED ORGANIZATIONS 000000000 7 1 13496953 600000 2 13666513 1559396 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 PART I, LINE 12G, COLUMN (V) AND (VI): IN ADDITION TO SUPPORTING THE NAMED SUPPORTED ORGANIZATION, 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. 5861886 5041440 820446 398057 264348 133709 46499 33219 13280 10857452 140212 10717240 11684675 RCP SOF III OVERAGE FUND 4066273 F WEATHERLOW OFFSHORE FUND 8533501 F IRONWOOD INSTITUTIONAL MULTI-STRATEGY FUND 10749320 F HUDSON BAY INTERNATIONAL FUND 9823361 F CANYON VALUE REALIZATION FUND 8047164 F STEPSTONE VC GLOBAL PARTNERS X-B 4954958 F U.S. REAL ESTATE INVESTMENT FUND 13954187 F HARBOURVEST 2021 GLOBAL FEEDER FUND 7317346 F PARTNERS GROUP PRIVATE EQUITY 11297373 F GOLUB CAPITAL PARTNERS INTERNATIONAL 27774503 F CORDILLERA INVESTMENT FUND III 3694682 F RCP SOF IV FEEDER 1757671 F STEPSTONE VC GLOBAL PARTNERS XI 866253 F PARTNERS GROUP 2019 5321428 F 118158020 X 51276251 17636598 600000 18236598 33039653 2202336 -11725 2190611 35230264 50272114 600000 11725 611725 49660389 2202336 5000000 7202336 56862725 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. CENTRAL AMERICA AND THE CARIBBEAN - ANTIGUA & BARBUDA, ARUBA, BAHAMAS, 0 0 INVESTMENTS N/A 64083088 0 0 0 0 0 0 64083088 0 64083088 1 0 1 1 1 0 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. 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501C(3) 52254 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) 25000 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) 2612500 0 HEALTH AND/OR EDUCATION PURPOSES FOR WELD COUNTY HAPPINESS THROUGH HORSES 15600 COUNTY ROAD 6 FORT LUPTON CO 80621 463226710 501C(3) 11000 0 HEALTH AND/OR EDUCATION PURPOSES FOR WELD COUNTY HIGH PLAINS HOUSING DEVELOPMENT CORP PO BOX 1053 GREELEY CO 80632 841300818 501C(3) 2501000 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) 18137 0 HEALTH AND/OR EDUCATION PURPOSES FOR WELD COUNTY HOPE AT MIRACLE HOUSE PO BOX 762 FORT LUPTON CO 80621 465508034 501C(3) 29504 0 HEALTH AND/OR EDUCATION PURPOSES FOR WELD COUNTY HOPE HOUSE NORTHERN COLORADO 1812 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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) 200000 0 HEALTH AND/OR EDUCATION PURPOSES FOR WELD COUNTY THE ARC OF WELD COUNTY PO BOX 338047 GREELEY CO 80633 841222223 501C(3) 8500 0 HEALTH AND/OR EDUCATION PURPOSES FOR WELD COUNTY THE ATTAINMENT NETWORK 490 RACE STREET DENVER CO 80206 882778206 501C(3) 7500 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) 159375 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) 90112 0 HEALTH AND/OR EDUCATION PURPOSES FOR WELD COUNTY THE RESOURCE CENTER 822 14TH STREET GREELEY CO 80631 742277812 501C(3) 25000 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) 697835 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) 332250 0 HEALTH AND/OR EDUCATION PURPOSES FOR WELD COUNTY TRAVERSE CHRISTIAN CHURCH 810 AUTOMATION DRIVE WINDSOR CO 80550 474836710 501C(3) 25000 0 HEALTH AND/OR EDUCATION PURPOSES FOR WELD COUNTY UNITED WAY OF WELD COUNTY INC PO BOX 1944 GREELEY CO 80632 846011918 501C(3) 673433 0 HEALTH AND/OR EDUCATION PURPOSES FOR WELD COUNTY UNIVERSITY LABORATORY SCHOOL FOUNDATION 6525 W 18TH STREET GREELEY CO 80634 841578409 501C(3) 37500 0 HEALTH AND/OR EDUCATION PURPOSES FOR WELD COUNTY VOLUNTEERS OF AMERICA COLORADO BRANCH 2660 LARIMER STREET DENVER CO 80205 840430995 501C(3) 187500 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) 127000 0 HEALTH AND/OR EDUCATION PURPOSES FOR WELD COUNTY WELD COUNTY SCHOOL DISTRICT RE-1 PO BOX 157 GILCREST CO 80623 846013393 501C(3) 13750 0 HEALTH AND/OR EDUCATION PURPOSES FOR WELD COUNTY WELD COUNTY SCHOOL DISTRICT RE-12 PO BOX 220 GROVER CO 80729 846002113 501C(3) 10000 0 HEALTH AND/OR EDUCATION PURPOSES FOR WELD COUNTY WELD COUNTY SCHOOL DISTRICT RE-3J PO BOX 1022 HUDSON CO 80642 846013310 501C(3) 40000 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) 99414 0 HEALTH AND/OR EDUCATION PURPOSES FOR WELD COUNTY WELD COUNTY SCHOOL DISTRICT RE-7 PO BOX 485 KERSEY CO 80644 846014646 501C(3) 57200 0 HEALTH AND/OR EDUCATION PURPOSES FOR WELD COUNTY WELD FOOD BANK 1108 H STREET GREELEY CO 80631 742244826 501C(3) 418750 0 HEALTH AND/OR EDUCATION PURPOSES FOR WELD COUNTY WELD LEGACY FOUNDATION 815 8TH AVENUE GREELEY CO 80631 840718355 501C(3) 54250 0 HEALTH AND/OR EDUCATION PURPOSES FOR WELD COUNTY WELD LEGACY FOUNDATION BRIGHT FUTURES 815 8TH AVENUE GREELEY CO 80631 840718355 501C(3) 115310 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) 345000 0 HEALTH AND/OR EDUCATION PURPOSES FOR WELD COUNTY WOMEN TO WOMEN INC PO BOX 336962 GREELEY CO 80633 264224007 501C(3) 10000 0 HEALTH AND/OR EDUCATION PURPOSES FOR WELD COUNTY YMCA OF NORTHERN COLORADO 2800 DAGNY WAY LAFAYETTE CO 80026 840459944 501C(3) 42500 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) 12500 0 HEALTH AND/OR EDUCATION PURPOSES FOR WELD COUNTY BANNER HEALTH 1801 16TH STREET GREELEY CO 80631 841287638 501C(3) 5000000 0 HEALTH AND/OR EDUCATION PURPOSES FOR WELD COUNTY 102 0 PART I, LINE 2: THE ORGANIZATION'S GRANTS TO NON-PROFITS ARE GOVERNED BY STANDARD GRANT AGREEMENTS THAT REQUIRE MID-TERM AND FINAL REPORTS. THE WELD TRUST HAS PROCEDURES IN PLACE TO MONITOR THE TIMELY SUBMITTAL OF THESE REPORTS, WHICH INCLUDES A SUMMARY REPORT OF PROGRESS AND FINAL PERFORMANCE TO THE BOARD OF DIRECTORS. X 0 0 X X 1 0 0 0 0 0 0 1 0 RAMON SERRANO CHIEF FINANCIAL OFFICER(THRU NOV) 140071 0 1600 0 36065 0 34871 0 16113 0 228720 0 0 0 JEFFREY CARLSON CHIEF EXECUTIVE OFFICER 199592 0 0 0 0 0 15120 0 10404 0 225116 0 0 0 KYLE HOLMAN DIRECTOR OF HEALTH GRANTS 154659 0 2000 0 0 0 25106 0 25065 0 206830 0 0 0 MIKE BOND CHIEF OPERATING OFFICER 166766 0 1600 0 0 0 13698 0 17791 0 199855 0 0 0 RHONDA MOREHEAD DIRECTOR OF COMMUNICATIONS 144431 0 1600 0 0 0 20776 0 15190 0 181997 0 0 0 DOUG ELLIOT DIRECTOR OF EDUCATION GRANTS 126649 0 1800 0 0 0 23918 0 23746 0 176113 0 0 0 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. 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. SHEEP DRAW FARMS LLC 815 8TH AVENUE GREELEY CO 80631 680540676 HOLDS TITLE TO FARM RENT INCOME CO 18697 5786414 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 270901 4930825 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 -4807615 820446 THE WELD TRUST WELD LEGACY FOUNDATION 815 8TH AVENUE GREELEY CO 80631 840718355 PUBLIC CHARITY CO 501(C)(3) LINE 7 THE WELD TRUST 1 0 1 0 0 0 0 0 0 0 0 0 0 0 1 1 0 1 0 0 WELD LEGACY FOUNDATION B 169560 COST WELD LEGACY FOUNDATION O 831976 COST WELD LEGACY FOUNDATION N 73170 COST