BETA

PEMA FOUNDATION INC: Form 990PF, tax year 2023

View the entire original 990 at ProPublica ↗

Organization
PEMA FOUNDATION INC (EIN 30-0202608)
Tax period
2023-01-01 to 2023-12-31
Filed
2024-11-11
IRS object ID
202423169349101407
Schema version
2023v5.1
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

FieldValueIRS element (for citing)
Return2024-11-11T09:43:09-06:00ReturnTs
Tax Period End2023-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN841595367PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1AMG NATIONAL TRUST BANKBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line16295 GREENWOOD PLAZA BLVDAddressLine1Txt
CityGREENWOOD VILLAGECityNm
State AbbreviationCOStateAbbreviationCd
ZIP801114908ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2023-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN300202608EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1PEMA FOUNDATION INCBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlPEMABusinessNameControlTxt
Phone3036942190PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1770 HIGH STREETAddressLine1Txt
CityDENVERCityNm
State AbbreviationCOStateAbbreviationCd
ZIP80218ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonPETER H COORSPersonNm
Person TitleDIRECTORPersonTitleTxt
Phone3036942190PhoneNum
Signature2024-11-11SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd
FieldValueIRS element (for citing)
IRS Responsible Prty Info CurrYes (1)IRSResponsiblePrtyInfoCurrInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonSTEPHEN A MOTTRAM CPAPreparerPersonNm
PTINP00244026PTIN
Phone3036942190PhoneNum
FieldValueIRS element (for citing)
Tax2023TaxYr
Build TS2024-10-15 13:58:12ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$37,898,972FMVAssetsEOYAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Contri Rcvd Rev And Expnss$3,977,829ContriRcvdRevAndExpnssAmt
Interest On Sav Rev And Expnss$47,685InterestOnSavRevAndExpnssAmt
Interest On Sav Net Invst Incm$47,685InterestOnSavNetInvstIncmAmt
Dividends Rev And Expnss$730,319DividendsRevAndExpnssAmt
Dividends Net Invst Incm$729,054DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss-$534,049NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$8,457,009GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$0CapGainNetIncmNetInvstIncmAmt
Other Income Rev And Expnss$92,135OtherIncomeRevAndExpnssAmt
Other Income Net Invst Incm$92,135OtherIncomeNetInvstIncmAmt
Total Rev And Expnss$4,313,919TotalRevAndExpnssAmt
Total Net Invst Incm$868,874TotalNetInvstIncmAmt
Comp Ofcr Dir Trst Rev And Expnss$0CompOfcrDirTrstRevAndExpnssAmt
Comp Ofcr Dir Trst Net Invst Incm$0CompOfcrDirTrstNetInvstIncmAmt
Comp Ofcr Dir Trst Dsbrs Chrtbl$0CompOfcrDirTrstDsbrsChrtblAmt
Accounting Fees Rev And Expnss$8,300AccountingFeesRevAndExpnssAmt
Accounting Fees Net Invst Incm$7,470AccountingFeesNetInvstIncmAmt
Accounting Fees Chrtbl Prps$830AccountingFeesChrtblPrpsAmt
Other Prof Fees Rev And Expnss$162,456OtherProfFeesRevAndExpnssAmt
Other Prof Fees Net Invst Incm$162,456OtherProfFeesNetInvstIncmAmt
Other Prof Fees Dsbrs Chrtbl$0OtherProfFeesDsbrsChrtblAmt
Taxes Rev And Expnss$22,728TaxesRevAndExpnssAmt
Taxes Net Invst Incm$12,728TaxesNetInvstIncmAmt
Taxes Dsbrs Chrtbl$0TaxesDsbrsChrtblAmt
Other Expenses Rev And Expnss$16,606OtherExpensesRevAndExpnssAmt
Other Expenses Net Invst Incm$8,203OtherExpensesNetInvstIncmAmt
Other Expenses Dsbrs Chrtbl$8,203OtherExpensesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss$210,090TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$190,857TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$9,033TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$2,740,243ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$2,740,243ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$2,950,333TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$190,857TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$2,749,276TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses$1,363,586ExcessRevenueOverExpensesAmt
Net Investment Income$678,017NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Cash BOY$1,803,046CashBOYAmt
Cash EOY$3,778,078CashEOYAmt
Cash EOYFMV$3,778,078CashEOYFMVAmt
Acct Rcvbl$133,667AcctRcvblAmt
Acct Rcvbl BOY$2,000AcctRcvblBOYAmt
Acct Rcvbl EOY$133,667AcctRcvblEOYAmt
Acct Rcvbl EOYFMV$133,667AcctRcvblEOYFMVAmt
Corporate Stock BOY$6,352,728CorporateStockBOYAmt
Corporate Stock EOY$6,816,253CorporateStockEOYAmt
Corporate Stock EOYFMV$7,632,547CorporateStockEOYFMVAmt
Corporate Bonds BOY$15,597,356CorporateBondsBOYAmt
Corporate Bonds EOY$15,388,728CorporateBondsEOYAmt
Corporate Bonds EOYFMV$26,038,680CorporateBondsEOYFMVAmt
Other Investments BOY$1,363,478OtherInvestmentsBOYAmt
Other Investments EOY$329,918OtherInvestmentsEOYAmt
Other Investments EOYFMV$316,000OtherInvestmentsEOYFMVAmt
Total Assets BOY$25,118,608TotalAssetsBOYAmt
Total Assets EOY$26,446,644TotalAssetsEOYAmt
Total Assets EOYFMV$37,898,972TotalAssetsEOYFMVAmt
Accounts Payable BOY$78,213AccountsPayableBOYAmt
Accounts Payable EOY$42,663AccountsPayableEOYAmt
Total Liabilities BOY$78,213TotalLiabilitiesBOYAmt
Total Liabilities EOY$42,663TotalLiabilitiesEOYAmt
Org Does Not Follow FASB117Yes (X)OrgDoesNotFollowFASB117Ind
Capital Stock BOY$3,845,434CapitalStockBOYAmt
Capital Stock EOY$3,845,434CapitalStockEOYAmt
Additional Paid In Capital BOY$0AdditionalPaidInCapitalBOYAmt
Additional Paid In Capital EOY$0AdditionalPaidInCapitalEOYAmt
Retained Earning BOY$21,194,961RetainedEarningBOYAmt
Retained Earning EOY$22,558,547RetainedEarningEOYAmt
Tot Net Ast Or Fund Balances BOY$25,040,395TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$26,403,981TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$25,118,608TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$26,446,644TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$25,040,395TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses$1,363,586ExcessRevenueOverExpensesAmt
Other Increases$0OtherIncreasesAmt
Subtotal$26,403,981SubtotalAmt
Other Decreases$0OtherDecreasesAmt
Tot Net Ast Or Fund Balances EOY$26,403,981TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (6 entries)

PropertyPropertyDescHow AcquiredHowAcquiredCdGross Sales PriceGrossSalesPriceAmtCost Or Other BasisCostOrOtherBasisAmtGain Or LossGainOrLossAmtGains Minus Excess Or LossesGainsMinusExcessOrLossesAmt
AMG 0167P$1,595,431$1,653,047-$57,616-$57,616
AMG 0167P$1,187,486$1,060,016$127,470$127,470
AMG 3528P$2,693,813$2,763,023-$69,210-$69,210
AMG 3528P$2,877,018$2,494,972$382,046$382,046
TAIGA BIO TECH-DEEMED WORTHLESSP$1,020,000-$1,020,000-$1,020,000
CAPITAL GAINS DIVIDENDSP$103,261$103,261$103,261
FieldValueIRS element (for citing)
Capital Gain Net Income-$534,049CapitalGainNetIncomeAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$9,424InvestmentIncomeExciseTaxAmt
Tax Under Section511$0TaxUnderSection511Amt
Subtotal$9,424SubtotalAmt
Subtitle A Tax$0SubtitleATaxAmt
Tax Based On Investment Income$9,424TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx$22,081EstimatedPlusOvpmtIncmTxAmt
Exempt Frgn Org Tax Wthld At Srce$0ExemptFrgnOrgTaxWthldAtSrceAmt
Extsn Request Income Tax Paid$25,000ExtsnRequestIncomeTaxPaidAmt
Backup Withholding Withheld$0BackupWithholdingWithheldAmt
Total Payments And Credits$47,081TotalPaymentsAndCreditsAmt
Form2220 AttachedYes (X)Form2220AttachedInd
Es Penalty$0EsPenaltyAmt
Overpayment$37,657OverpaymentAmt
Applied To ES Tax$37,657AppliedToESTaxAmt
Refund$0RefundAmt

Statements Regarding Acty StatementsRegardingActyGrp

FieldValueIRS element (for citing)
Legislative Political Acty0LegislativePoliticalActyInd
More Than100 Spent0MoreThan100SpentInd
Form1120 POL Filed0Form1120POLFiledInd
Section4955 Organization Tax$0Section4955OrganizationTaxAmt
Section4955 Managers Tax$0Section4955ManagersTaxAmt
Tax Reimbursed$0TaxReimbursedAmt
Activities Not Previously Rpt0ActivitiesNotPreviouslyRptInd
Changes To Articles Or Bylaws0ChangesToArticlesOrBylawsInd
Unrelated Bus Incm Over Limit0UnrelatedBusIncmOverLimitInd
Organization Dissolved Etc0OrganizationDissolvedEtcInd
Section508e Rqr SatisfiedYes (1)Section508eRqrSatisfiedInd
At Least5000 In AssetsYes (1)AtLeast5000InAssetsInd
Org Report Or Register StateDEOrgReportOrRegisterStateCd
Form990 PF Filed With Atty GenYes (1)Form990PFFiledWithAttyGenInd
Private Operating Foundation0PrivateOperatingFoundationInd
New Substantial Contributors0NewSubstantialContributorsInd
Own Controlled Entity0OwnControlledEntityInd
Donor Advised Fund0DonorAdvisedFundInd
Comply With Public Insp RqrYes (1)ComplyWithPublicInspRqrInd
Website AddressN/AWebsiteAddressTxt
Individual With BooksAMG NATIONAL TRUST BANKIndividualWithBooksNm
Phone3036942190PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line16295 GREENWOOD PLAZA BLVDAddressLine1Txt
CityGREENWOOD VILLAGECityNm
State AbbreviationCOStateAbbreviationCd
ZIP801114908ZIPCd
FieldValueIRS element (for citing)
Foreign Accounts Question0ForeignAccountsQuestionInd

Statements Regarding Acty4720 StatementsRegardingActy4720Grp

FieldValueIRS element (for citing)
Sale Or Exch Disqualified Prsn0SaleOrExchDisqualifiedPrsnInd
Brrw Or Lend Disqualified Prsn0BrrwOrLendDisqualifiedPrsnInd
Furn Goods Disqualified Prsn0FurnGoodsDisqualifiedPrsnInd
Pay Comp Disqualified Prsn0PayCompDisqualifiedPrsnInd
Transfer Ast Disqualified Prsn0TransferAstDisqualifiedPrsnInd
Payment To Government Official0PaymentToGovernmentOfficialInd
Uncorrected Prior Acts0UncorrectedPriorActsInd
Undistributed Income PY0UndistributedIncomePYInd
Business Holdings0BusinessHoldingsInd
Jeopardy Investments0JeopardyInvestmentsInd
Uncorrected PY Jeopardy Invst0UncorrectedPYJeopardyInvstInd
Influence Legislation0InfluenceLegislationInd
Influence Election0InfluenceElectionInd
Grants To Individuals0GrantsToIndividualsInd
Grants To Organizations0GrantsToOrganizationsInd
Noncharitable Purpose0NoncharitablePurposeInd
Rcv Fnds To Pay Prsnl Bnft Cntrct0RcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft Cntrct0PayPremiumsPrsnlBnftCntrctInd
Prohibited Tax Shelter Trans0ProhibitedTaxShelterTransInd
Subj To Tax Rmnrtn Ex Prcht Pymt0SubjToTaxRmnrtnExPrchtPymtInd

Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp

Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (2 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdTitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmtEmployee Benefit ProgramEmployeeBenefitProgramAmtExpense Account Other AllwncExpenseAccountOtherAllwncAmt
PETER H COORS
770 HIGH STREETDENVERCO80218DIRECTOR0.50$0$0$0
MARILYN E COORS
770 HIGH STREETDENVERCO80218DIRECTOR0.50$0$0$0
FieldValueIRS element (for citing)
Comp Of Hghst Pd Empl Or NONENONECompOfHghstPdEmplOrNONETxt
Other Employee Paid Over50k0OtherEmployeePaidOver50kCnt
Comp Of Hghst Pd Cntrct Or NONENONECompOfHghstPdCntrctOrNONETxt
Contractor Paid Over50k0ContractorPaidOver50kCnt

Sum Of Program Related Invst SumOfProgramRelatedInvstGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Minimum Investment Return MinimumInvestmentReturnGrp

FieldValueIRS element (for citing)
Average Monthly FMV Of Sec$31,575,857AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$2,586,584AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$663,200FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$34,825,641TotalFMVOfUnusedAssetsAmt
Reduction Claimed$0ReductionClaimedAmt
Acquisition Indebtedness$0AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast$34,825,641AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$522,385CashDeemedCharitableAmt
Net Vl Noncharitable Assets$34,303,256NetVlNoncharitableAssetsAmt
Minimum Investment Return$1,715,163MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$1,715,163MinimumInvestmentReturnAmt
Tax Based On Investment Income$9,424TaxBasedOnInvestmentIncomeAmt
Total Tax$9,424TotalTaxAmt
Distributable Before Adj$1,705,739DistributableBeforeAdjAmt
Recoveries Qualfied Distri$0RecoveriesQualfiedDistriAmt
Distributable Before Ded$1,705,739DistributableBeforeDedAmt
Deduction From Distributable$0DeductionFromDistributableAmt
Distributable As Adjusted$1,705,739DistributableAsAdjustedAmt

PF Qualifying Distributions PFQualifyingDistributionsGrp

FieldValueIRS element (for citing)
Expenses And Contributions$2,749,276ExpensesAndContributionsAmt
Program Related Invst Total$0ProgramRelatedInvstTotalAmt
Qualifying Distributions$2,749,276QualifyingDistributionsAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$1,705,739DistributableAsAdjustedAmt
Undistributed Income PY$0UndistributedIncomePYAmt
Total For Prior Years$0TotalForPriorYearsAmt
Excess Distribution Cyov Yr5$650,543ExcessDistributionCyovYr5Amt
Excess Distribution Cyov Yr4$772,265ExcessDistributionCyovYr4Amt
Excess Distribution Cyov Yr3$275,792ExcessDistributionCyovYr3Amt
Excess Distribution Cyov Yr2$5,540ExcessDistributionCyovYr2Amt
Excess Distribution Cyov Yr1$1,143,116ExcessDistributionCyovYr1Amt
Total Excess Distribution Cyov$2,847,256TotalExcessDistributionCyovAmt
Qualifying Distributions$2,749,276QualifyingDistributionsAmt
Applied To Year1$0AppliedToYear1Amt
Applied To Prior Years$0AppliedToPriorYearsAmt
Treated As Distri From Corpus$0TreatedAsDistriFromCorpusAmt
Applied To Current Year$1,705,739AppliedToCurrentYearAmt
Remaining Distri From Corpus$1,043,537RemainingDistriFromCorpusAmt
Excess Distri Cyov App CY Corpus$0ExcessDistriCyovAppCYCorpusAmt
Excess Distribution Cyov App CY$0ExcessDistributionCyovAppCYAmt
Total Corpus$3,890,793TotalCorpusAmt
Prior Year Undistributed Incm$0PriorYearUndistributedIncmAmt
Prior Year Deficiency Or Tax$0PriorYearDeficiencyOrTaxAmt
Taxable1$0Taxable1Amt
Taxable2$0Taxable2Amt
Undistributed Income CY$0UndistributedIncomeCYAmt
Corpus Distri170b1 E Or4942g3$0CorpusDistri170b1EOr4942g3Amt
Excess Distri Cyov From Yr5$650,543ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr$3,240,250ExcessDistriCyovToNextYrAmt
Excess From Year4$772,265ExcessFromYear4Amt
Excess From Year3$275,792ExcessFromYear3Amt
Excess From Year2$5,540ExcessFromYear2Amt
Excess From Year1$1,143,116ExcessFromYear1Amt
Excess From Current Year$1,043,537ExcessFromCurrentYearAmt

Supplementary Information SupplementaryInformationGrp

FieldValueIRS element (for citing)
Contributing ManagerPETER H COORSContributingManagerNm
Contributing ManagerMARILYN E COORSContributingManagerNm
Only Contri To PreselectedYes (X)OnlyContriToPreselectedInd

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (77 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient RelationshipRecipientRelationshipTxtRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmtAddress Line2RecipientUSAddress/AddressLine2Txt
ACE SCHOLARSHIPS
1201 E COLFAX AVEDENVERCO80218NONEEXEMPTEDUCATION$364,250
ACM LIFTING LIVES
5500 BALBOA BLVDENCINOCA91316NONEEXEMPTCOMMUNITY$10,000
ALPHA SIGMA NU
PO BOX 1881MILWAUKEEWI532011881NONEEXEMPTCOMMUNITY SERVICE$200
ALZHEIMER'S ASSOCIATION
455 N SHERMAN ST STE 500DENVERCO80203NONEEXEMPTMEDICAL$1,000
AMERICAN ENTERPRISE INSTITUTE
1150 17TH ST NWWASHINGTONDC20036NONEEXEMPTCOMMUNITY SERVICE$372,000
AMERICAN RED CROSS
444 N SHERMAN STDENVERCO80203NONEEXEMPTCOMMUNITY SERVICE$25,000
ARCHBISHOP'S CATHOLIC APPEAL
PO BOX 100316DENVERCO80250NONEEXEMPTRELIGIOUS$50,000
ARRUPE JESUIT HIGH SCHOOL
4343 UTICA STREETDENVERCO80212NONEEXEMPTEDUCATION$5,000
AUGUSTINE INSTITUTE
6160 S SYRACUSE WAY SUITE 310GREENWOOD VILLAGECO80111NONEEXEMPTEDUCATION$50,000
BAYLOR SCOTT WHITE FOUNDATION
301 N WASHINGTON AVEDALLASTX75246NONEEXEMPTMEDICAL$5,000
BETHESDA TEACHING MINISTRY
PO BOX 20028EL CAJONCA92021NONEEXEMPTEDUCATION$500
BOY SCOUTS OF AMERICA-DENVER AREA COUNCIL
10455 W 6TH AVELAKEWOODCO80215NONEEXEMPTCOMMUNITY$10,000
CATHOLIC CHARITIES
4045 PECOS STREETDENVERCO80211NONEEXEMPTCOMMUNITY$11,000
CATHOLIC RELIEF SERVICES
5304 KORTH DRIVEAUSTINTX75742NONEEXEMPTCOMMUNITY$25,000
CELL-CO REMEMBERS 911
1385 CURTIS STREETDENVERCO80204NONEEXEMPTCOMMUNITY$5,000
CENTER FOR AMERICAN LIBERTY
PO BOX 200942PITTSBURGPA152510942NONEEXEMPTCOMMUNITY$2,000
CF FOUNDATION
400 S COLORADO BLVD STE 840DENVERCO80246NONEEXEMPTCOMMUNITY$500
CHOSEN AND DEARLY LOVED
16301 NE 8TH STREET STE 201BELLEVUEWA98008NONEEXEMPTCOMMUNITY$20,000
CHICAGO BALCKHAWKS FOUNDATION
1901 W MADISON STCHICAGOIL60612NONEEXEMPTCOMMUNITY$10,000
CO2 FOUNDATION
725 9TH AVE 2605SEATTLEWA98104NONEEXEMPTCHARITABLE$200
COMMON SENSE POLICY ROUNDTABLE
4950 S YOSEMITE STREET F2 314GREENWOOD VILLAGECO80111NONEEXEMPTEDUCATION$20,000
CONVENTION OF STATES ACTION
5850 SAN FELIPE STREET SUITE 580HOUSTONTX77057NONEEXEMPTCOMMUNITY$40,000
DELTA WATERFOWL FOUNDATION
1412 BASIN AVE PO BOX 3128BISMARCKND58502NONEEXEMPTCOMMUNITY$1,000
DENVER ART MUSEUM
100 W 14TH AVE PKWYDENVERCO802042788NONEEXEMPTCOMMUNITY$20,000
DENVER BOTANIC GARDENS
1007 YORK STREETDENVERCO80206NONEEXEMPTCOMMUNITY$6,000
DENVER PARKS TRUST
201 W COLFAX AVEDENVERCO80202NONEEXEMPTCOMMUNITY$5,000
DENVER POLICE FOUNDATION
1700 LINCOLN STREET STE 4100DENVERCO80203NONEEXEMPTCOMMUNITY$10,000
DENVER RESCUE MISSION
6100 SMITH RDDENVERCO80216NONEEXEMPTCOMMUNITY$4,500
DUCKS UNLIMITED
3648 HEATHERWOOD WAYEVERGREENCO80439NONEEXEMPTCOMMUNITY$24,250
EVANS SCHOLAR FOUNDATION
2501 PATRIOT BLVDGLENVIEWIL60026NONEEXEMPTCOMMUNITY$2,500
FAMILY FOR FAMILIES
14143 DENVER WEST PKWY STE 400GOLDENCO80401NONEEXEMPTCOMMUNITY$100,000
FIRE FIGHTERS FOUNDATION
12 LAKESIDE LANE STE 200DENVERCO80212NONEEXEMPTCOMMUNITY$20,000
FOCUS
603 PARK POINT DRIVEGENESEECO80401NONEEXEMPTRELIGIOUS$25,000
FRIENDS OF THE ASHBROOK CENTER
401 COLLEGE AVEASHLANDOH44805NONEEXEMPTEDUCATION$1,000
GATES CENTER FOR REGENERATIVE MEDICINE
NORTH REASEARCH COMPLEX 1 12800 EAURORACO80045NONEEXEMPTMEDICAL$10,00019TH AVE
GLOBAL DOWN SYNDROME FOUNDATION
3239 E 2ND AVEDENVERCO80206NONEEXEMPTCOMMUNITY$10,000
GOLD CROWN FOUNDATION
150 S HARLAN STLAKEWOODCO80226NONEEXEMPTCOMMUNITY$10,000
GRATEFUL MUSIC FOUNDATION
11605 WEST 73RD AVENUEARVADACO80005NONEEXEMPTCOMMUNITY$1,000
HELP FOR AFGANISTAN
18501 EMPRESA PLAUSTINTX78738NONEEXEMPTCOMMUNITY$250
HILLSDALE COLLEGE
33 E COLLEGE STHILLSDALEMI49242NONEEXEMPTEDUCATION$1,000
INDEPENDENCE INSTITUTE
4 WEEMS LANE 312WINCHESTERVA22601NONEEXEMPTCOMMUNITY$30,000
JEFFCO KIDS FIRST
1829 DENVER WEST DRIVE 27GOLDENCO80401NONEEXEMPTCOMMUNITY$5,000
JUNIOR ACHIEVEMENT
1445 MARKET ST SUITE 200DENVERCO80202NONEEXEMPTCOMMUNITY$110,900
LEADERSHIP INSTITUTE
1201 LARIMER STDENVERCO80204NONEEXEMPTCOMMUNITY$1,000
LEGATUS
PO BOX 444ANN ARBORMI48106NONEEXEMPTCOMMUNITY$1,443
MERCY CHEFS
711 WASHINGTON STPORTSMOUTHVA23704NONEEXEMPTCOMMUNITY$5,000
MIZEL INSTITUTE
400 S CARNEY STREETDENVERCO80224NONEEXEMPTEDUCATION$10,000
NATIONAL CATHOLIC BIOETHICS CENTER
6399 DREXEL ROADPHILADELPHIAPA19151NONEEXEMPTHEALTH$50,000
NATIONAL WESTERN STOCK SHOW
4655 HUMBOLDT STREETDALLASCO802162818NONEEXEMPTCOMMUNITY$523,400
NAVY SEAL FOUNDATION
1619 D STREET BLDG 5326VIRGINIA BEACHVA23459NONEEXEMPTCOMMUNITY$25,000
OPERA COLORADO
4121 S NAVAJO ST STE 100ENGLEWOODCO80110NONEEXEMPTCOMMUNITY$10,000
PHILLIPS EXETER ACADEMY
20 MAIN STREETEXETERNH03833NONEEXEMPTCHARITABLE$15,000
RELIGIOUS SISTERS OF MERCY
1965 MICHIGAN AVEALMAMI48801NONEEXEMPTRELIGIOUS$30,000
ROCKY MOUNTAIN HYPERBARIC ASSOCIATION FOR BRAIN INJURIES
225 W SOUTH BOULDER ROADLOUISVILLECO80027NONEEXEMPTHEALTH$20,000
ROCKY MOUNTAIN VOICE
8200 S QUEBEC ST STE A3601CENTENNIALCO80112NONEEXEMPTCOMMUNITY$50,000
SEEDS OF HOPE
1300 S STEELE STDENVERCO80210NONEEXEMPTCOMMUNITY$25,000
SHADOW WARRIORS PROJECT
15054 JACKSON CREEK PARKWAY STE BMONUMENTCO80132NONEEXEMPTCOMMUNITY$10,000564
SPHINX HEAD SOCIETY
PO BOX 876ITHACANY14851NONEEXEMPTEDUCATION$500
ST CLAIRE OF ASSISI CATHOLIC SCHOOL
31622 HWY 6EDWARDSCO81632NONEEXEMPTEDUCATION$20,000
ST JOHN PAUL THE GREAT CATHOLIC HS
2330 S SHERMAN STDENVERCO80210NONEEXEMPTEDUCATION$250,000
ST JOHN VIANNEY THEOLOGICAL SEMINARY
1300 S STEELE STDENVERCO80210NONEEXEMPTEDUCATION$50,000
ST JOSEPH HOSPITAL FOUNDATION
1895 FRANKLIN STDENVERCO80218NONEEXEMPTMEDICAL$25,150
STEAMBOAT INSTITUTE
PO BOX 883037STEAMBOAT SPRINGSCO80488NONEEXEMPTCOMMUNITY$35,000
STEP DENVER
2029 LARIMER STDENVERCO80205NONEEXEMPTCOMMUNITY$5,000
SWC MUSEUM CORP
10250 CONSTELLATION BLVDLOS ANGELESCA90067NONEEXEMPTCOMMUNITY$10,000
TAPS
3033 WILSON BLVD SUITE 630ARLINGTONVA22201NONEEXEMPTCOMMUNITY$10,000
THE CATHOLIC FOUNDATION
3801 E FLORIDA AVENUE STE 909DENVERCO80210NONEEXEMPTRELIGIOUS$30,000
THE DAWN REDWOODS CHARITABLE TRUST
ONE BLACKFIELD DRIVE SUITE 331TIBURONCA949202053NONEEXEMPTCOMMUNITY$500
TUNNEL TO TOWERS
2361 HYLAN BLVDSTATEN ISLANDNY10306NONEEXEMPTCOMMUNITY$2,200
UNIVERSITY OF COLORADO FOUNDATION
1800 N GRANT ST STE 725DENVERCO80203NONEEXEMPTEDUCATION$10,000
USA LACROSSE
2 LOVETON CIRCLESPARKSMO21152NONEEXEMPTCOMMUNITY$1,000
USGA FOUNDATION
77 LIBERTY CORNER ROADLIBERTY CORNERNJ07938NONEEXEMPTCOMMUNITY$1,000
VAIL INTERFAITH CHAPEL
19 VAIL ROADVAILCO81657NONEEXEMPTRELIGIOUS$25,000
VOLUNTEERS OF AMERICA
2660 LARIMER STREETDENVERCO80205NONEEXEMPTCOMMUNITY$29,000
WE DON'T WASTE
5971 BROADWAYDENVERCO80216NONEEXEMPTCOMMUNITY$10,000
WELD ELVES
1950 O STREETGREELEYCO80631NONEEXEMPTCOMMUNITY$1,000
WESTERN GOLF ASSOCIATION
2501 PATRIOT BLVDGLENVIEWIL60026NONEEXEMPTCOMMUNITY$25,000
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$2,740,243TotalGrantOrContriPdDurYrAmt
Total Grant Or Contri Apprv Fut$0TotalGrantOrContriApprvFutAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$47,685ExclusionAmt

Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$730,319ExclusionAmt

Other Investment Income OtherInvestmentIncomeGrp

FieldValueIRS element (for citing)
Exclusion18ExclusionCd
Exclusion$92,135ExclusionAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Exclusion18ExclusionCd
Exclusion-$534,049ExclusionAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Unrelated Business Taxbl Incm$0UnrelatedBusinessTaxblIncmAmt
Exclusion$336,090ExclusionAmt
Related Or Exempt Function Incm$0RelatedOrExemptFunctionIncmAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$336,090TotalIncomeProducingActyAmt

Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp

FieldValueIRS element (for citing)
Trnsfr Of Cash To Nonchrtbl EO0TrnsfrOfCashToNonchrtblEOInd
Trnsfr Other Asset Nonchrtbl EO0TrnsfrOtherAssetNonchrtblEOInd
Sales Or Exchanges Of Assets0SalesOrExchangesOfAssetsInd
Purchase Of Assets Nonchrtbl EO0PurchaseOfAssetsNonchrtblEOInd
Rental Of Facilities Oth Assets0RentalOfFacilitiesOthAssetsInd
Reimbursement Arrangements0ReimbursementArrangementsInd
Loans Or Loan Guarantees0LoansOrLoanGuaranteesInd
Performance Of Services Etc0PerformanceOfServicesEtcInd
Sharing Of Facilities Etc0SharingOfFacilitiesEtcInd
Relationships Nonchrtbl EO0RelationshipsNonchrtblEOInd

Schedule B IRS990ScheduleB

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
General RuleYes (X)GeneralRuleInd

Contributor Information ContributorInformationGrp

FieldValueIRS element (for citing)
Contributor1ContributorNum

Contributor Business Name ContributorBusinessName

FieldValueIRS element (for citing)
Business Name Line1PETER H AND MARILYN E COORSBusinessNameLine1Txt

Contributor US Address ContributorUSAddress

FieldValueIRS element (for citing)
Address Line1770 HIGH STREETAddressLine1Txt
CityDENVERCityNm
State AbbreviationCOStateAbbreviationCd
ZIP80218ZIPCd
FieldValueIRS element (for citing)
Total Contributions$3,977,829TotalContributionsAmt
Person ContributionYes (X)PersonContributionInd

Accounting Fees Schedule AccountingFeesSchedule

Accounting Fees Detail AccountingFeesDetail

FieldValueIRS element (for citing)
Category2021 TAX PREPARATION & ACCOUNTING FEESCategoryTxt
Amt$8,300Amt
Net Investment Income$7,470NetInvestmentIncomeAmt
Disbursements Charitable Prps$830DisbursementsCharitablePrpsAmt

Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule

Investments Corporate Bonds InvestmentsCorporateBondsGrp (16 entries)

BondBondNmEOY Book ValueEOYBookValueAmtEOYFMVEOYFMVAmt
AMG IMA - CHAMPLAIN SMALL CO FD -ADV$100,379$116,429
AMG IMA - GRAPHIC PACKAGING HOLDING CO$1$727,175
AMG IMA - HARBOR MID CAP VALUE FUND #023$911,467$1,424,469
AMG IMA - ARISTOTLE SMALL CAP EQUITY FUND CL I$633,007$823,784
AMG IMA - BLACKROCK STRATEGIC INCOME OPPORTUNITIES$322,318$329,718
AMG IMA - ISHARES DOW JONES SELECT DIVIDEND$375,134$358,693
AMG IMA - ISHARES RUSSELL MIDCAP INDEX$2,817,585$5,060,301
AMG IMA - ISHARES RUSSELL 1000 GROWTH$304,399$388,361
AMG IMA - ISHARES TRUST RUSSELL 2000$1,661,869$2,508,875
AMG IMA - MOLSON COORS BREWING CO -B$632,213$1,404,402
AMG IMA - SPDR S&P 500 ETF TRUST$2,199,926$5,023,076
AMG IMA - T ROWE PRICE MID-CAP GROWTH #64$136,373$244,145
AMG IMA - US BANKCORP DEL COM NEW$1$952,160
AMG IMA - VANGUARD DIVIDEND APPREC ETF$3,991,347$5,352,094
AMG IMA - VANGUARD TOTAL BOND MARKET ETF$975,791$991,307
AMG IMA - WESTERN ASSET CORE PLUS BOND FUND CL A$326,918$333,691

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp (44 entries)

StockStockNmEOY Book ValueEOYBookValueAmtEOYFMVEOYFMVAmt
AMG GLOBAL DIV - AMGEN$257,727$317,686
AMG GLOBAL DIV - BARCLAYS PLC$202,334$205,660
AMG GLOBAL DIV - BAXTER INTERNATIONAL$115,467$127,114
AMG GLOBAL DIV - BAYER A G SPONSORED ADR$154,818$128,523
AMG GLOBAL DIV - BECTON DICKINSON & CO$187,783$192,382
AMG GLOBAL DIV - BRITISH AMERN TOB PLC$263,050$205,206
AMG GLOBAL DIV - CAPITAL ONE FINANCIAL$159,989$214,512
AMG GLOBAL DIV - CARLYLE GROUP INC COM$178,959$232,136
AMG GLOBAL DIV - CISCO SYSTEMS INC$184,893$208,850
AMG GLOBAL DIV - CITIGROUP INC$219,791$227,159
AMG GLOBAL DIV - DANONE SPONSORED ADR$192,133$194,188
AMG GLOBAL DIV - DOW INC$227,473$239,760
AMG GLOBAL DIV - FEDEX CORP$139,438$158,106
AMG GLOBAL DIV - GAP INC$141,390$299,264
AMG GLOBAL DIV - GILEAD SCIENCES INC$143,768$171,498
AMG GLOBAL DIV - GSK PLC SPAN ADS$161,373$165,658
AMG GLOBAL DIV - IMPERIAL BRANDS PLC$231,848$242,657
AMG GLOBAL DIV - JOHNSON & JOHNSON$180,001$175,392
AMG GLOBAL DIV - KONINKLDKE PHILPS ELECTRIC NV$62,419$89,937
AMG GLOBAL DIV - L3HARRIS TECHNOLOGIES INC$158,165$189,979
AMG GLOBAL DIV - LEAR CORP$105,980$110,567
AMG GLOBAL DIV - MITSUBISHI ELECTRIC UNSP ADR$93,135$132,408
AMG GLOBAL DIV - MURATA MANUFACTURING CO LTD$189,387$220,134
AMG GLOBAL DIV - NEWMONT MINING CORP$133,290$133,193
AMG GLOBAL DIV - NOKIA CORP$98,735$68,793
AMG GLOBAL DIV - NORFOLK SOUTHERN CORP COMMON$172,354$203,050
AMG GLOBAL DIV - OCCIDENTAL PETROLEUM CORP COMMON STOCK$233,919$225,584
AMG GLOBAL DIV - OCCIDENTAL PETROLEUM WT EXP$1$26,667
AMG GLOBAL DIV - PFIZER COMMON STOCK$97,524$91,725
AMG GLOBAL DIV - PROSUS N.V.$62,186$76,510
AMG GLOBAL DIV - PRUDENTIAL PLC ADR$162,924$166,871
AMG GLOBAL DIV - RECKITT BENCKISER GROUP PLC$190,751$192,678
AMG GLOBAL DIV - ROCHE HOLDING LTD SPN ADRF 1$202,310$190,023
AMG GLOBAL DIV - SANOFI-ADR$101,877$106,870
AMG GLOBAL DIV - CHARLES SCHWAB CORP$146,709$196,149
AMG GLOBAL DIV - SIMON PROPERTY$119,817$139,645
AMG GLOBAL DIV - SUNCOR ENERGY INC NEW$153,106$172,055
AMG GLOBAL DIV - TRUIST FINANCIAL CORP$178,918$229,162
AMG GLOBAL DIV - VALEO SPONSORED ADR$136,125$95,529
AMG GLOBAL DIV - VERIZON COMMUNICATIONS$271,274$256,850
AMG GLOBAL DIV - BUNGE LTD$79,590$174,341
AMG GLOBAL DIV - GLENCORE PLC$30,505$105,869
AMG GLOBAL DIV - MEDTRONICS PLC$154,959$170,362
AMG GLOBAL DIV - WILLIS TOWERS WATSON PLC$138,058$161,845

Investments Other Schedule2 InvestmentsOtherSchedule2

Investments Other InvestmentsOtherGrp (2 entries)

Category Or ItemCategoryOrItemTxtListed At Cost Or FMVListedAtCostOrFMVCdBook ValueBookValueAmtEOYFMVEOYFMVAmt
ANCHORAGE VENTURE FUND V LLLPAT COST$17,096$3,178
IBEX ISRAEL VC LPAT COST$312,822$312,822

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)

DescDescRevenue And Expenses Per BooksRevenueAndExpensesPerBooksAmtNet Investment IncomeNetInvestmentIncomeAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
FOUNDATION EXPENSES$16,406$8,203$8,203
NON DEDUCTIBLE EXPENSE$200$0$0

Other Income Schedule2 OtherIncomeSchedule2

Other Income Detail OtherIncomeDetail

FieldValueIRS element (for citing)
DescPARTNERSHIP INCOMEDesc
Revenue And Expenses Per Books$92,135RevenueAndExpensesPerBooksAmt
Net Investment Income$92,135NetInvestmentIncomeAmt
Adjusted Net Income$92,135AdjustedNetIncomeAmt

Other Professional Fees Schedule OtherProfessionalFeesSchedule

Other Professional Fees Detail OtherProfessionalFeesDetail

FieldValueIRS element (for citing)
CategoryINVESTMENT MANAGEMENT FEESCategoryTxt
Amt$162,456Amt
Net Investment Income$162,456NetInvestmentIncomeAmt
Disbursements Charitable Prps$0DisbursementsCharitablePrpsAmt

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail (2 entries)

CategoryCategoryTxtAmtAmtNet Investment IncomeNetInvestmentIncomeAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
FOREIGN TAXES$12,728$12,728$0
2022 990-PF EXTENSION PAYMENT$10,000$0$0

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