2023-05-07T10:58:10-07:00 2022-12-31 841488001 Nielsen & Company PC CPAs 4840 Lee Cir Boulder CO 80303 990PF 2022-01-01 841513850 OREG FOUNDATION OREG 7205654064 P O BOX 20587 BOULDER CO 80308 JULIE SHAFFER EX DIR / SEC'Y 2023-05-07 true JULIE SHAFFER 999009999 true PATRICIA M NIELSEN CPA P00139638 3035791511 3 AAL1 IAL1 FAL1 2022 2023-04-26 12:10:37Z X 6127180 X 251322 X 2547 2547 2547 12352 12352 12352 -8020 780945 225526 258201 240425 14899 131342 26268 105074 3660 732 2928 8769 6627 2142 9238 9238 17869 10147 7722 31133 25800 25800 595 595 17580 760 16820 245986 53772 161081 143479 143479 389465 53772 304560 -131264 186653 14899 13969 11456 11456 332029 188822 188822 1080 8000 8000 468052 505262 680279 4760877 192488 4598063 4568389 5236823 1800 1800 1800 5414993 5283729 6127180 0 X 5414993 5283729 5414993 5283729 5414993 5283729 5414993 -131264 5283729 5283729 EXH E UBS A/C #..1245 SHORT TERM P 2021-12-02 2022-11-08 39 3188 -3149 -3149 EXH E UBS A/C #..1245 LONG TERM P 2000-01-01 2022-12-31 20341 19774 567 567 RECONCILE MERRILL LYNCH TO BOOKS P 2000-01-01 2022-12-31 115 115 115 EXH F ML - A/C # ..2163 SHORT TERM P 2022-01-01 2022-12-31 375657 389469 -13812 -13812 EXH F ML - A/C # ..2163 LONG TERM P 2000-01-01 2022-12-31 114981 108431 6550 6550 EXH G ML - A/C # ..2163 SUPPL SHORT TERM P 2022-01-01 2022-12-31 16412 16781 -369 -369 100 SHS TESLA - DONATED IN 2022 P 2019-05-09 2022-07-08 75174 4848 70326 70326 100 SHS TESLA - DONATED IN 2022 P 2019-05-09 2022-07-21 81050 4848 76202 76202 500 SHS TESLA - DONATED IN 2022 P 2019-05-09 2022-12-01 96973 8080 88893 88893 Capital Gain Dividends 203 225526 -17330 2594 2594 2594 8000 8000 5406 5406 false false false false false false false 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 0 NONE MERRILL LYNCH BANK OF AMERICA CORP BOULDER CO 80302 INVESTMENT ADVISOR 5082 NIELSEN & COMPANY PC CPAs & CONSULTANTS 4840 LEE CIRCLE BOULDER CO 80303 ACCOUNTING & TAX FEE 7475 JESSIE ROTHMAN-CHURCH 6542 FAIRWAYS DRIVE LONGMONT CO 80503 BOOKKEEPING SERVICES 1294 UBS BUSINESS SERVICES ACCOUNT 555 CALIFORNIA ST SAN FRANCISCO CA 94104 INVESTMENT ADVISOR 4156 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. 0 THE FOUNDATION HAS LEASED A SUBSTANTIAL AMOUNT OF LAND AND BUILDINGS TO ANOTHER 501(C)(3) ORGANIZATION FOR ONLY $18 PER YEAR. THE FOUNDATION HAS RECEIVED A PROPERTY TAX EXEMPTION FOR THE REAL PROPERTY DUE TO THIS ACTIVITY. THE FOUNDATION NOW CONSIDERS THE LAND AND BUILDINGS TO BE CHARITABLE-USE ASSETS. THE ONLY DIRECT EXPENSES RELATED TO THIS RENTAL ACTIVITY ARE INSURANCE AND UTILITIES. 635078 275400 3950 914428 0 914428 13716 900712 45036 45036 2594 2594 42442 42442 42442 304560 304560 42442 98800 342640 441440 304560 0 42442 262118 703558 0 703558 98800 342640 262118 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 143479 143479 14 2547 14 12352 18 -8020 6879 6879 false false false false false false false false false false BOOKKEEPING FEES 1294 647 0 647 TAX AND ACCOUNTING ADVICE-NIELSEN & CO 7475 5980 0 1495 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 HORSE TRAILER 2016-06-01 1800 1435 SL 7.0000 257 CC FENCES - 2016 2016-08-01 63025 34141 SL 10.0000 6303 CC GREENHOUSE DOME 2016-09-30 69790 36640 SL 10.0000 6979 CC BARN - 2016 2017-07-01 54552 6238 SL 0.0256 1399 CC BARN - 2017 2017-07-01 388775 44448 SL 0.0256 9968 CC GREENHOUSE DOME 2017-07-01 30280 13626 SL 10.0000 3028 CC FENCES & GATES 2017 2017-07-01 24000 10800 SL 10.0000 2400 CC BARN - 2018 2018-07-27 1425 128 SL 0.0256 37 CC FENCES & GATES 2018 2018-08-10 7621 2604 SL 10.0000 762 Furniture and Fixtures 4973 4973 Machinery and Equipment 8410 8014 396 396 Buildings 544822 122491 422331 412866 Improvements 94646 57010 37636 48561 Land 4108026 4108026 4775000 RENTAL DEPOSIT 1800 1800 1800 AUTO MILEAGE REIMB 423 423 BANK CHARGES- CC 150 150 BANK CHARGES- OREG 55 55 DUES FOR ORG SUPPORT 1603 1603 INSURANCE - D&O 2420 2420 INSURANCE - PROPERTY CC 5927 5927 INTERNET EXPENSE 220 110 110 INVESTMENT EXPENSES ML SUPPL 25 25 LICENSES & PERMITS - CC 150 150 LICENSES & PERMITS - OREG 10 5 5 MEALS, MEEETINGS, ENTERTAINMENT 398 398 OFFICE EXPENSES 511 511 PAYROLL PROCESSING 2075 415 1660 POSTAGE AND DELIVERY 378 378 TELEPHONE 1475 1475 UTILITIES CC 1760 1760 INVESTMENT ADVISOR FEES 9238 9238 0 0 EXCISE TAX - CASH BASIS 7808 7808 FOREIGN TAXES PD FROM DIVIDENDS 420 420 PAYROLL TAXES 9333 1867 7466 PERSONAL PROP TAX TRAILER LIC - CC 48 48 WORKERS' COMP INSURANCE 260 52 208