2024-04-04T14:53:59-05:00 2023-08-31 812985907 LAY & COMPANY LLC 3300 S PARKER RD 107 AURORA CO 80014 990PF 2022-09-01 841570728 THE WOLCOTT FAMILY FOUNDATION WOLC 3039577747 PO BOX 147 PAONIA CO 81428 PETER WOLCOTT DIRECTOR, TREASURER 3039577747 2024-04-04 1 PETER WOLCOTT 999009999 0 VANESSA N LAY P01478630 3036969609 2024-04-04 2 AAL1 IAL1 2022 2023-04-26 12:10:37Z X 2235530 X X 46863 46863 46863 23272 89548 23272 70135 70135 46863 0 0 0 0 6745 6745 0 0 881 881 0 0 27311 0 0 27311 3590 0 0 3590 38527 7626 0 30901 89500 89500 128027 7626 0 120401 -57892 62509 46863 14054 27775 27775 112622 9386 9386 0 24389 24797 328160 307744 288928 1431115 1458765 1884644 1885951 1828059 2235530 0 0 X 0 0 0 0 1885951 1828059 1885951 1828059 1885951 1828059 1885951 -57892 0 1828059 0 1828059 45.213 SH VANGUARD SHORT-TERM INV P 2022-11-17 448 494 -46 -46 231.054 SH VANGUARD EMERGING MARKETS P 2021-03-12 2022-11-17 5000 6230 -1230 -1230 1795.922 SH VANGUARD SHORT-TERM INVESTMENT P 2022-11-17 17798 19629 -1831 -1831 20000 SH JPMORGAN CHASE P 2017-06-12 2023-01-25 20000 20000 0 0 20000 SH THE SOUTHERN CO P 2017-07-06 2023-07-01 20000 19923 77 77 CAPITAL GAINS DIVIDENDS P 26302 26302 26302 23272 -46 869 0 869 0 869 200 0 0 0 200 X 33 702 0 0 0 0 0 0 0 0 0 0 1 1 CO 1 0 0 0 0 1 WWW.WOLFFOUNDATION.ORG THE ORGANIZATION 3039577747 PO BOX 147 PAONIA CO 81428 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 HELEN M WOLCOTT PO BOX 147 PAONIA CO 81428 DIRECTOR, PRESIDENT 1.50 0 0 0 OLIVER WOLCOTT PO BOX 147 PAONIA CO 81428 DIRECTOR 2.00 0 0 0 ELIZABETH WOLCOTT PO BOX 147 PAONIA CO 81428 DIRECTOR 7.00 0 0 0 PETER WOLCOTT PO BOX 147 PAONIA CO 81428 DIRECTOR, TREASURER 1.50 0 0 0 STEVEN WOLCOTT PO BOX 147 PAONIA CO 81428 DIRECTOR, CHAIRMAN 1.50 0 0 0 JENNIFER HUGGINS PO BOX 147 PAONIA CO 81428 DIRECTOR 1.50 0 0 0 ANDREW WOLCOTT PO BOX 147 PAONIA CO 81428 DIRECTOR 1.50 0 0 0 KIVA WILLIAMS PO BOX 147 PAONIA CO 81428 DIRECTOR 1.50 0 0 0 ELI O LINDSEY-WOLCOTT PO BOX 147 PAONIA CO 81428 DIRECTOR, VICE TREASURER 1.50 0 0 0 NAOMI KASPER PO BOX 147 PAONIA CO 81428 DIRECTOR 1.50 0 0 0 JASMINE WOLCOTT PO BOX 147 PAONIA CO 81428 DIRECTOR 1.50 0 0 0 NOAH WOLCOTT PO BOX 147 PAONIA CO 81428 DIRECTOR, SECRETARY 1.50 0 0 0 BEN D LINDSEY-WOLCOTT PO BOX 147 PAONIA CO 81428 DIRECTOR 1.50 0 0 0 JORDAN W HUGGINS PO BOX 147 PAONIA CO 81428 DIRECTOR 1.50 0 0 0 JADE W HUGGINS PO BOX 147 PAONIA CO 81428 DIRECTOR 1.50 0 0 0 DEVON WILLIAMS PO BOX 147 PAONIA CO 81428 DIRECTOR 1.50 0 0 0 ADAM KASPER PO BOX 147 PAONIA CO 81428 DIRECTOR 1.50 0 0 0 MATTHEW KASPER PO BOX 147 PAONIA CO 81428 DIRECTOR 1.50 0 0 0 NONE 0 NONE 0 0 2132037 66606 0 2198643 0 0 2198643 32980 2165663 108283 108283 869 869 107414 0 107414 0 107414 120401 0 120401 107414 0 0 13683 49 8092 21824 120401 0 0 0 107414 12987 0 0 34811 0 0 0 0 0 0 13683 21128 49 8092 12987 THE WOLCOTT FAMILY FOUNDATION PO BOX 147 PAONIA CO 81428 3039577747 SECRETARY@WOLCOTTFAMILYFOUNDATION.ORG 1. COMPLETED GRANT APPLICATION COVER LETTER. 2. A COVER LETTER. 3. PROGRAM BUDGET SHOWING REVENUES AND EXPENSES. 4. COPY OF IRS 501(C)(3) EXEMPTION LETTER. 5. TWO REFERENCES OF GROUPS OR PEOPLE IN THE APPLICANTS FIELD. 6. LIST OF BOARD MEMBERS AND THEIR RELEVANT ACTIVITIES. 7. KEY STAFF BIOGRAPHIES. 8. PROGRESS REPORTS FOR REPEAT APPLICANTS. 9. TWO OR THREE PAGES OF NARRATIVE IS RECOMMENDED WITH A DETAILED DESCRIPTION OF THE PROJECT. COMMENTS SHOULD COVER THE FOLLOWING: IS IT A NEW PROJECT OR EXPANSION OF AN EXISTING PROJECT; WHAT ARE THE GOALS, OBJECTIVES, STRATEGIES AND TIME LINE; WHOM WILL IT SERVE; HOW WILL YOU EVALUATE THE PROJECT; INCLUDE NAMES OF OTHER ORGS THAT YOU WORK WITH. GENERALLY, THE FIRST FRIDAY OF SEPTEMBER. ORGANIZATIONS MUST BE NON-PROFITS PER IRC SECTION 501(C)(3). GRANTS ARE FOR ONE YEAR AND ARE GENERALLY IN THE RANGE OF $1,000-$7,500. SUBSEQUENT GRANTS MAY BE APPROVED IF A PROGRESS REPORT IS FILED FOR THE PRIOR YEAR. PRIORITY IS GIVEN TO ORGANIZATIONS THAT: - EMPOWER INDIVIDUALS AND COMMUNITIES TO ORGANIZE FOR SOCIAL CHANGE. - SEEK TO STRENGTHEN CIVIL LIBERTIES AND CIVIL RIGHTS. - BUILD COMMUNITY DEVELOPMENT THAT SEEK TO BREAK THE CYCLE OF POVERTY, CREATE ECONOMIC OPPORTUNITY AND BUILD EFFECTIVE LEADERSHIP IN DISTRESSED COMMUNITIES. - DEMONSTRATES LINKAGE AND INTERDEPENDENCE OF ECOSYSTEMS AND ECONOMIES WITH WIN-WIN SOLUTIONS AND COLLABORATIVE APPROACHES. CONSIDERATION IS GIVEN TO PROJECTS THAT EMPHASIZE ENVIRONMENTAL PRESERVATION, ADVOCACY AND COMMUNITY INVOLVEMENT AIMED AT ROOT CAUSES OF SOCIETAL PROBLEMS. THE FOLLOWING ARE NOT FUNDED: - GROUPS WITH ANNUAL BUDGETS OVER $350,000. - INDIVIDUALS. - SCHOLARSHIP. - CAPITAL CAMPAIGNS. - ENDOWMENTS. ALTERNATIVES TO VIOLENCE PROJECT COLORADO 789 N SHERMAN ST STE 250 DENVER CO 80203 PC COMMUNITY DEVELOPMENT 5000 CITIZENS FOR A HEALTHY COLORADO 130 GRAND AVE STE 105 PAONIA CO 81428 PC COMMUNITY DEVELOPMENT 5000 GRAND VALLEY CITIZENS ALLIANCE PO BOX 1931 GRAND JUNCTION CO 81502 PC COMMUNITY DEVELOPMENT 5000 HIGH COUNTRY CONSERVATION ADVOCATES PO BOX 1066 CRESTED BUTTE CO 81224 PC COMMUNITY DEVELOPMENT 5000 LIFE SPARK CANCER RESOURCES 355 S TELLER ST STE 200 LAKEWOOD CO 80226 PC COMMUNITY DEVELOPMENT 1000 MOSQUITO RANGE HERITAGE INITIATIVE PO BOX 375 ALMA CO 80420 PC COMMUNITY DEVELOPMENT 5000 PEOPLE AND POLLINATORS ACTON NETWORK PO BOX 355 NIWOT CO 80544 PC COMMUNITY DEVELOPMENT 5000 SHEEP MOUNTAIN ALLIANCE PO BOX 389 TELLURIDE CO 81435 PC COMMUNITY DEVELOPMENT 5000 SOUTHWEST CO CANYONS ALLIANCE 27501 CO-184 DOLORES CO 81323 PC COMMUNITY DEVELOPMENT 2000 URBAN SERVANT CORPS 1660 OGDEN ST DENVER CO 80218 PC COMMUNITY DEVELOPMENT 3000 WESTERN SLOPE CONSERVATION CENTER PO BOX 1612 PAONIA CO 81428 PC COMMUNITY DEVELOPMENT 5000 WILD CONNECTIONS 2168 PHEASANT PL COLORADO SPRINGS CO 80909 PC COMMUNITY DEVELOPMENT 2000 YOUTH EMPOWERMENT GROUP 3620 W 10TH ST STE B 120 GREELEY CO 80634 PC COMMUNITY DEVELOPMENT 5000 NORTH PARK COMMUNITY FOUNDATION 4300 COUNTY ROAD 11 WALDEN CO 80430 PC COMMUNITY DEVELOPMENT 2000 APPRENTICE OF PEACE YOUTH ORGANIZATION 2245 CURTIS STREET SUITE 200 DENVER CO 80205 PC COMMUNITY DEVELOPMENT 3500 COLORADO FARM AND FOOD ALLIANCE 122 GRAND AVE PAONIA CO 81428 PC COMMUNITY DEVELOPMENT 2500 FT COLLINS COMMUNITY ACTION NETWORK 201 PETERSON ST FORT COLLINS CO 80524 PC COMMUNITY DEVELOPMENT 2500 FUNDAMENTAL NEEDS 77 W MAIN ST STE B CORTEZ CO 81321 PC COMMUNITY DEVELOPMENT 5000 GRINDING STONE COLLECTIVE 8255 88TH LANE GLENDALE NY 11385 PC COMMUNITY DEVELOPMENT 1000 IDEA STAGES 9905 PAPERFLOWER DR PARKER CO 80138 PC COMMUNITY DEVELOPMENT 2000 PHYSICIANS FOR SOCIAL RESPONSIBILITY 2770 ARAPAHOE RD STE 132-683 LAFAYETTE CO 80026 PC COMMUNITY DEVELOPMENT 5000 QUIET USE COALITION PO BOX 1452 SALIDA CO 81201 PC COMMUNITY DEVELOPMENT 3000 SAFE PASSAGES 2335 ROBINSON ST COLORADO SPRINGS CO 80904 PC COMMUNITY DEVELOPMENT 2000 SAVE THE POUDRE PO BOX 1066 FORT COLLINS CO 80522 PC COMMUNITY DEVELOPMENT 500 SUSTAINABLE RESILIENT LONGMONT PO BOX 1764 LONGMONT CO 80502 PC COMMUNITY DEVELOPMENT 3500 SUSTAINED FARMS 2255 SHERIDAN BLVD EDGEWATERC CO 80214 PC COMMUNITY DEVELOPMENT 3000 UPPER CO RIVER WATERSHED NETWORK 312 PARK AVE GRAND LAKE CO 80447 PC COMMUNITY DEVELOPMENT 1000 89500 0 14 46863 18 23272 0 70135 0 70135 0 0 0 0 0 0 0 0 0 0 DEERE JOHN CAP CORP 19962 19559 DOMINION ENERGY INC NOTE 20917 19332 REGENCY CTRS LP NOTE 20488 19003 AUTOZONE INC NOTE 19442 18946 AUSTRALIAN UNIT NOTE/WESTPAC BKG 19512 18843 LYB INTERNATIONAL FINANCE NOTE 19814 18782 KEURIG DR PEPPER INC NOTE 20143 18805 FEDERAL REALTY NOTE 19817 18201 VIACOMCBS CORP NOTE/PARAMOUNT GLOB 19805 17718 CELGENE CORP BOND 20379 19679 ENBRIDGE ENERGY NOTE 22707 20081 INTERNTNL BUSINESS NOTE 24905 24550 LABORATORY CORP OF AMER NOTE 24935 21912 EXXON MOBILE CORP NOTE 15000 14285 LOWES COMPANIES NOTE 19918 19232 24389 24797 0 0 PARNASSUS VALUE EQUITY INSTITUTIONAL AT COST 1005174 1463796 BAIRD CORE PLUS BOND INS AT COST 50119 44801 JPMORGAN INCOME I AT COST 87859 76561 VANGUARD EMERGING MARKET AT COST 14843 12272 VANGUARD HIGH-YIELD CORP AT COST 37399 33306 SCHWAB FDMTL INTL LG CO AT COST 10651 10719 SCHWAB SMALL CAP INDEX AT COST 10884 8349 VANGUARD EQUITY-INCOME A AT COST 46418 44681 VANGUARD INTERNATIONAL G AT COST 16139 10365 ISHARES CORE S&P 500 AT COST 19691 20824 ISHARES ESG MSCI USA AT COST 9890 9488 ISHARES PREFERRED INCOME AT COST 14964 12239 SCHWAB US DIVIDEND AT COST 30074 30483 SELECT SECTOR HEALTH AT COST 20481 21713 TECHNOLOGY SELECT SECTOR AT COST 19729 23538 VANGUARD GROWTH ETF AT COST 19497 19960 VICTORYSHARES US SMCP AT COST 11982 10284 WISDOMTREE EMRG MRKT HG AT COST 9918 8705 WISDOMTREE INTER HDG QLY AT COST 12999 12798 WISDOMTREE US MIDCAP AT COST 5088 5361 SELECT STR FINANCIAL AT COST 4966 4401 BANK FEES 45 0 0 45 ADMINISTRATIVE 3545 0 0 3545 ADVISORY FEES 6745 6745 0 0 TAXES 881 881 0 0