AVENIR FOUNDATION INC: Form 990PF, tax year 2019
View the entire original 990 at ProPublica ↗
- Organization
- AVENIR FOUNDATION INC (EIN 84-1245939)
- Tax period
- 2019-07-01 to 2020-06-30
- Filed
- 2021-05-14
- IRS object ID
- 202101349349101810
- Schema version
- 2019v5.2
- 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
- Form 990-PF
- Schedule B
- Accounting Fees Schedule
- Other Expenses Schedule
- Substantial Contributors Sch
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2021-05-14T11:57:59-05:00 | ReturnTs |
| Tax Period End | 2020-06-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 823543701 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Watson Coon Ryan LLC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 6025 South Quebec Street Suite 260 | AddressLine1Txt |
| City | Centennial | CityNm |
| State Abbreviation | CO | StateAbbreviationCd |
| ZIP | 80111 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2019-07-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 841245939 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Avenir Foundation Inc | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | AVEN | BusinessNameControlTxt |
| Phone | 3032322306 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 215 Union Blvd No 300 | AddressLine1Txt |
| City | Lakewood | CityNm |
| State Abbreviation | CO | StateAbbreviationCd |
| ZIP | 80228 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | Norman L Wilson | PersonNm |
| Person Title | Treasurer | PersonTitleTxt |
| Phone | 3032322306 | PhoneNum |
| Signature | 2021-05-12 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | Johnnie L Downing | PreparerPersonNm |
| PTIN | P00186638 | PTIN |
| Phone | 3037923020 | PhoneNum |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2019 | TaxYr |
| Build TS | 2022-09-23 18:48:47Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $1,018,082 | FMVAssetsEOYAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Rcvd Rev And Expnss | $31,817,888 | ContriRcvdRevAndExpnssAmt |
| Dividends Rev And Expnss | $8,970 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $8,970 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $169,832 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $11,480,177 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $11,441,307 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $31,996,690 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $11,450,277 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $0 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $0 | CompOfcrDirTrstDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $900 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $0 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $0 | AccountingFeesChrtblPrpsAmt |
| Taxes Rev And Expnss | $114,503 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $0 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $580 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $0 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $580 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $115,983 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $0 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $580 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $31,885,950 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $31,885,950 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $32,001,933 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $0 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $31,886,530 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$5,243 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $11,450,277 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $1,017,830 | CashBOYAmt |
| Cash EOY | $897,090 | CashEOYAmt |
| Cash EOYFMV | $897,090 | CashEOYFMVAmt |
| Prepaid Expenses BOY | $5,495 | PrepaidExpensesBOYAmt |
| Prepaid Expenses EOY | $120,992 | PrepaidExpensesEOYAmt |
| Prepaid Expenses EOYFMV | $120,992 | PrepaidExpensesEOYFMVAmt |
| Total Assets BOY | $1,023,325 | TotalAssetsBOYAmt |
| Total Assets EOY | $1,018,082 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $1,018,082 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $0 | CapitalStockBOYAmt |
| Capital Stock EOY | $0 | CapitalStockEOYAmt |
| Additional Paid In Capital BOY | $0 | AdditionalPaidInCapitalBOYAmt |
| Additional Paid In Capital EOY | $0 | AdditionalPaidInCapitalEOYAmt |
| Retained Earning BOY | $1,023,325 | RetainedEarningBOYAmt |
| Retained Earning EOY | $1,018,082 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $1,023,325 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $1,018,082 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $1,023,325 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $1,018,082 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $1,023,325 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$5,243 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $1,018,082 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $1,018,082 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (4 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|---|
| Berkshire Hathaway Cl A 10 shares | D | 2019-07-01 | 2019-11-04 | $3,273,089 | $14,118 | $3,258,971 | $3,258,971 |
| Berkshire Hathaway Cl A 15 shares | D | 2019-07-01 | 2019-01-14 | $4,902,088 | $10,570 | $4,891,518 | $4,891,518 |
| Berkshire Hathaway Cl A 5 shares | D | 2019-11-20 | 2019-11-27 | $1,650,000 | $7,091 | $1,642,909 | $1,642,909 |
| Berkshire Hathaway Cl A 5 shares | D | 2019-11-20 | 2019-12-02 | $1,655,000 | $7,091 | $1,647,909 | $1,647,909 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $11,441,307 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | 0 | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $22,572,286 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $6,332,239 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 3.564661 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $25,050,834 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $8,098,140 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 3.093406 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $11,095,155 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $3,612,946 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 3.070944 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $48,100,873 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $16,230,036 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 2.963695 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $19,182,657 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $7,434,088 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 2.580365 | DistributionYr5Rt |
| Total Distribution | 15.273071 | TotalDistributionRt |
| Average Distribution | 3.054614 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $7,656,070 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $23,386,339 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $114,503 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $23,500,842 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $31,886,530 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Domestic Org Meeting Sect4940e | Yes (X) | DomesticOrgMeetingSect4940eInd |
| Investment Income Excise Tax | $114,503 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $114,503 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $114,503 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $235,495 | EstimatedPlusOvpmtIncmTxAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $235,495 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $120,992 | OverpaymentAmt |
| Applied To ES Tax | $120,992 | AppliedToESTaxAmt |
| Refund | $0 | RefundAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | 0 | LegislativePoliticalActyInd |
| More Than100 Spent | 0 | MoreThan100SpentInd |
| Form1120 POL Filed | 0 | Form1120POLFiledInd |
| Section4955 Organization Tax | $0 | Section4955OrganizationTaxAmt |
| Section4955 Managers Tax | $0 | Section4955ManagersTaxAmt |
| Tax Reimbursed | $0 | TaxReimbursedAmt |
| Activities Not Previously Rpt | 0 | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | 0 | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | 0 | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (1) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (1) | AtLeast5000InAssetsInd |
| Org Report Or Register State | CO | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (1) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | 0 | PrivateOperatingFoundationInd |
| New Substantial Contributors | Yes (1) | NewSubstantialContributorsInd |
| Own Controlled Entity | 0 | OwnControlledEntityInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (1) | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Norman L Wilson | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 3032322306 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 215 Union Blvd Suite 300 | AddressLine1Txt |
| City | Lakewood | CityNm |
| State Abbreviation | CO | StateAbbreviationCd |
| ZIP | 802281841 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | 0 | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | 0 | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | 0 | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | 0 | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | 0 | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | 0 | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | 0 | PaymentToGovernmentOfficialInd |
| Uncorrected Prior Acts | 0 | UncorrectedPriorActsInd |
| Undistributed Income PY | 0 | UndistributedIncomePYInd |
| Business Holdings | 0 | BusinessHoldingsInd |
| Jeopardy Investments | 0 | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | 0 | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | 0 | InfluenceLegislationInd |
| Influence Election | 0 | InfluenceElectionInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Noncharitable Purpose | 0 | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (4 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee Benefit ProgramEmployeeBenefitProgramAmt | Expense Account Other AllwncExpenseAccountOtherAllwncAmt |
|---|---|---|---|---|---|---|---|---|
| Alice Dodge Wallace | ||||||||
| 215 Union Blvd Suite 300 | Lakewood | CO | 80228 | President/Director | 1.00 | $0 | $0 | $0 |
| Margaret Boynton Wallace | ||||||||
| 215 Union Blvd Suite 300 | Lakewood | CO | 80228 | Secretary/Director | 1.00 | $0 | $0 | $0 |
| William Dodge Wallace | ||||||||
| 215 Union Blvd Suite 300 | Lakewood | CO | 80228 | Vice-President/Director | 1.00 | $0 | $0 | $0 |
| Norman L Wilson | ||||||||
| 215 Union Blvd Suite 300 | Lakewood | CO | 80228 | Treasurer/Director | 4.00 | $0 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
| Contractor Paid Over50k | 0 | ContractorPaidOver50kCnt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $3,060,990 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $4,711,670 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $7,772,660 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $7,772,660 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $116,590 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $7,656,070 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $382,804 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $382,804 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $114,503 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $114,503 | TotalTaxAmt |
| Distributable Before Adj | $268,301 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $268,301 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $268,301 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $31,886,530 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $31,886,530 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $114,503 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $31,772,027 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $268,301 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $19,188,949 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $48,246,001 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $11,130,504 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $25,140,369 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $22,717,582 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $126,423,405 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $31,886,530 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $268,301 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $31,618,229 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $158,041,634 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Prior Year Deficiency Or Tax | $0 | PriorYearDeficiencyOrTaxAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $19,188,949 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $138,852,685 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $48,246,001 | ExcessFromYear4Amt |
| Excess From Year3 | $11,130,504 | ExcessFromYear3Amt |
| Excess From Year2 | $25,140,369 | ExcessFromYear2Amt |
| Excess From Year1 | $22,717,582 | ExcessFromYear1Amt |
| Excess From Current Year | $31,618,229 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | Alice Dodge Wallace | ContributingManagerNm |
| Contributing Manager | Margaret Boynton Wallace | ContributingManagerNm |
| Contributing Manager | William Dodge Wallace | ContributingManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (19 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line1RecipientForeignAddress/AddressLine1Txt | CityRecipientForeignAddress/CityNm | CountryRecipientForeignAddress/CountryCd |
|---|---|---|---|---|---|---|---|---|---|---|
| American institute of Physics | ||||||||||
| One Physics Ellipse | College Park | MD | 20740 | None | Public Charity | Support of the Wenner Collection and renovation of facilities | $1,810,000 | |||
| Arnold Schoenberg Institute | ||||||||||
| None | Public Charity | General Operating Fund | $3,100,000 | Schwarzenbergplatz 6 | Wien | AU | ||||
| Ars Nova Singers Inc | ||||||||||
| P O Box 4151 | Boulder | CO | 80306 | None | Public Charity | Funding of Endowment for future operating needs and current operating fund | $35,000 | |||
| Bat Conservation International | ||||||||||
| 4945 W Paseo de la Estellas | Tucson | AZ | 80306 | None | Public Charity | Support critical bat-conservation projects | $115,000 | |||
| Berks Nature | ||||||||||
| 575 St Bernardine Street | Reading | PA | 19607 | None | Public Charity | Matching support for "Spread the Seeds of Conservation" Capital Campaign for the Nature Place. | $55,170 | |||
| Central City Opera | ||||||||||
| 4875 Ward Road Ste 100 | Wheat Ridge | CO | 80033 | None | Public Charity | General Operating Funds | $1,121,357 | |||
| Cobalt Foundation | ||||||||||
| 1905 Sherman St 800 | Denver | CO | 80203 | None | Public Charity | General Operating Funds | $200,000 | |||
| Colorado Ballet | ||||||||||
| 1075 Santa Fe Drive | Denver | CO | 80203 | None | Public Charity | General Operating Funds | $20,000 | |||
| Colorado Symphony Orchestra | ||||||||||
| 1000 14th St 15 | Denver | CO | 80202 | None | Public Charity | General Operating Funds | $1,700,000 | |||
| NARAL-Pro Choice America Foundation | ||||||||||
| 1725 Eye St NW 900 | Washington | DC | 20006 | None | Public Charity | General Operating Funds | $200,000 | |||
| Opera Colorado | ||||||||||
| 4121 S Navajo St Ste 100 | Englewood | CO | 80110 | None | Public Charity | General Operating Funds | $200,000 | |||
| Pathfinder International | ||||||||||
| 9 Galen St 217 | Watertown | MA | 02472 | None | Public Charity | General Operating Funds | $200,000 | |||
| Planned Parenthood Federation of America | ||||||||||
| 123 William Street | New York | NY | 10038 | None | Public Charity | 400000General Operating Funds | $200,000 | |||
| Planned Parenthood Federation of the Rocky Mountains | ||||||||||
| 7155 E 38th Ave | Denver | CO | 80207 | None | Public Charity | General Operating Funds | $400,000 | |||
| Santa Fe Opera | ||||||||||
| P O Box 2408 | Santa Fe | NM | 87504 | None | Public Charity | Produce opera | $950,000 | |||
| The Denver Art Museum | ||||||||||
| 100 W 14th Ave Pkwy | Denver | CO | 802042788 | None | Public Charity | Contribution to the Denver Art Museum's Vision 2021 campaign/ | $3,000,000 | |||
| The Spayed Club | ||||||||||
| 916 MacDade Blvd | Collingdale | PA | 19023 | None | Public Charity | Purchase of building and essential supplies | $1,079,423 | |||
| University of Michigan Clements Library | ||||||||||
| 909 South University Ave | Ann Arbor | MI | 481091190 | None | Public Charity | Endowing Director of the Clements Library | $7,500,000 | |||
| University of Oklahoma Foundation | ||||||||||
| 100 Timberdell Road | Norman | OK | 730190685 | None | Public Charity | Endowment funds | $10,000,000 | |||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $31,885,950 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | $8,970 | RelatedOrExemptFunctionIncmAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | $169,832 | RelatedOrExemptFunctionIncmAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $0 | ExclusionAmt |
| Related Or Exempt Function Incm | $178,802 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $178,802 | TotalIncomeProducingActyAmt |
Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp
Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp (2 entries)
| Line NumberLineNumberTxt | Relationship StatementRelationshipStatementTxt |
|---|---|
| 4 | Used to make contributions and to pay exempt function expenses. |
| 8 | Used to make contributions and to pay exempt function expenses. |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | 0 | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | 0 | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | 0 | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | 0 | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | 0 | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | 0 | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | 0 | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | 0 | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | 0 | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | 0 | RelationshipsNonchrtblEOInd |
Schedule B IRS990ScheduleB
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| General Rule | Yes (X) | GeneralRuleInd |
Contributor Information ContributorInformationGrp (4 entries)
| ContributorContributorNum | Address Line1ContributorUSAddress/AddressLine1Txt | CityContributorUSAddress/CityNm | State AbbreviationContributorUSAddress/StateAbbreviationCd | ZIPContributorUSAddress/ZIPCd | Total ContributionsTotalContributionsAmt | Noncash ContributionNoncashContributionInd | Person ContributionPersonContributionInd |
|---|---|---|---|---|---|---|---|
| Beaumont Investments LTD | |||||||
| 1 | 215 Union Blvd Suite 300 | Lakewood | CO | 80228 | $8,033,038 | Yes (X) | |
| Beaumont Investments LTD | |||||||
| 2 | 215 Union Blvd Suite 300 | Lakewood | CO | 80228 | $3,259,850 | Yes (X) | |
| Alice Dodge Wallace Trust | |||||||
| 3 | 215 Union Blvd Suite 300 | Lakewood | CO | 80228 | $20,000,000 | Yes (X) | |
| Alice Dodge Wallace Trust | |||||||
| 4 | 215 Union Blvd Suite 300 | Lakewood | CO | 80228 | $525,000 | Yes (X) | |
Non Cash Property Contribution NonCashPropertyContributionGrp (2 entries)
| ContributorContributorNum | Noncash PropertyNoncashPropertyDesc | Fair Market ValueFairMarketValueAmt | ReceivedReceivedDt |
|---|---|---|---|
| 1 | 25 Shares of Berkshire Hathaway Cl A stock | $8,033,038 | 2019-07-01 |
| 2 | 10 Shares of Berkshire Hathaway Cl A stock | $3,259,850 | 2019-11-20 |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | Accounting Fees | CategoryTxt |
| Amt | $900 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | Wire fees | Desc |
| Revenue And Expenses Per Books | $580 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $580 | DisbursementsCharitablePrpsAmt |
Substantial Contributors Sch SubstantialContributorsSch
Substantial Contributor Detail SubstantialContributorDetail (2 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd |
|---|---|---|---|
| Beaumont Investments Ltd | |||
| 215 Union Blvd Suite 300 | Lakewood | CO | 802281841 |
| Estate of Alice Dodge Wallace | |||
| 215 Union Blvd Suite 300 | lakewood | CO | 802281841 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | Federal Excise Taxes | CategoryTxt |
| Amt | $114,503 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Comments