PEMA FOUNDATION INC: Form 990PF, tax year 2024
View the entire original 990 at ProPublica ↗
- Organization
- PEMA FOUNDATION INC (EIN 30-0202608)
- Tax period
- 2024-01-01 to 2024-12-31
- Filed
- 2025-11-04
- IRS object ID
- 202503089349100730
- Schema version
- 2024v5.2
- 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
- Investments Corp Bonds Schedule
- Investments Corp Stock Schedule
- Investments Other Schedule2
- Other Expenses Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2025-11-04T11:09:12-06:00 | ReturnTs |
| Tax Period End | 2024-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 841595367 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | AMG NATIONAL TRUST BANK | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 6295 GREENWOOD PLAZA BLVD | AddressLine1Txt |
| City | GREENWOOD VILLAGE | CityNm |
| State Abbreviation | CO | StateAbbreviationCd |
| ZIP | 801114908 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2024-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 300202608 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | PEMA FOUNDATION INC | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | PEMA | BusinessNameControlTxt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 770 HIGH STREET | AddressLine1Txt |
| City | DENVER | CityNm |
| State Abbreviation | CO | StateAbbreviationCd |
| ZIP | 80218 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | PETER H COORS | PersonNm |
| Person Title | DIRECTOR | PersonTitleTxt |
| Signature | 2025-11-03 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | 0 | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | STEPHEN A MOTTRAM CPA | PreparerPersonNm |
| PTIN | P00244026 | PTIN |
| Phone | 3036942190 | PhoneNum |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2024 | TaxYr |
| Build TS | 2025-03-06 01:10:19Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $37,936,947 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Rcvd Rev And Expnss | $2,400,000 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $48,809 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $48,809 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $703,884 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $703,547 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $997,452 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $8,239,854 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $997,452 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $4,150,145 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $1,749,808 | 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 | $1,960 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $1,764 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $196 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $213,031 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $213,031 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $32,292 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $7,292 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $5,760 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $4,313 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $1,447 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $253,043 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $226,400 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $1,643 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $6,500,200 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $6,500,200 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $6,753,243 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $226,400 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $6,501,843 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$2,603,098 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $1,523,408 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $3,778,078 | CashBOYAmt |
| Cash EOY | $2,426,490 | CashEOYAmt |
| Cash EOYFMV | $2,426,490 | CashEOYFMVAmt |
| Acct Rcvbl | $139,230 | AcctRcvblAmt |
| Acct Rcvbl BOY | $133,667 | AcctRcvblBOYAmt |
| Acct Rcvbl EOY | $139,230 | AcctRcvblEOYAmt |
| Acct Rcvbl EOYFMV | $139,230 | AcctRcvblEOYFMVAmt |
| Corporate Stock BOY | $6,816,253 | CorporateStockBOYAmt |
| Corporate Stock EOY | $7,882,769 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $8,316,348 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $15,388,728 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $13,062,654 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $26,771,334 | CorporateBondsEOYFMVAmt |
| Other Investments BOY | $329,918 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $292,953 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $283,545 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $26,446,644 | TotalAssetsBOYAmt |
| Total Assets EOY | $23,804,096 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $37,936,947 | TotalAssetsEOYFMVAmt |
| Accounts Payable BOY | $42,663 | AccountsPayableBOYAmt |
| Accounts Payable EOY | $3,213 | AccountsPayableEOYAmt |
| Total Liabilities BOY | $42,663 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $3,213 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $3,845,434 | CapitalStockBOYAmt |
| Capital Stock EOY | $3,845,434 | CapitalStockEOYAmt |
| Additional Paid In Capital BOY | $0 | AdditionalPaidInCapitalBOYAmt |
| Additional Paid In Capital EOY | $0 | AdditionalPaidInCapitalEOYAmt |
| Retained Earning BOY | $22,558,547 | RetainedEarningBOYAmt |
| Retained Earning EOY | $19,955,449 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $26,403,981 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $23,800,883 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $26,446,644 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $23,804,096 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $26,403,981 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$2,603,098 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $23,800,883 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $23,800,883 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (5 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|
| AMG 0167 | P | $2,061,299 | $1,929,218 | $132,081 | $132,081 |
| AMG 0167 | P | $1,870,389 | $1,869,457 | $932 | $932 |
| AMG 3528 | P | $1,275,304 | $1,212,199 | $63,105 | $63,105 |
| AMG 3528 | P | $2,928,364 | $2,231,528 | $696,836 | $696,836 |
| CAPITAL GAINS DIVIDENDS | P | $104,498 | $104,498 | $104,498 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $997,452 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $21,175 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $21,175 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $21,175 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $37,657 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $20,000 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $57,657 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $36,482 | OverpaymentAmt |
| Applied To ES Tax | $36,482 | 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 | DE | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (1) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | 0 | PrivateOperatingFoundationInd |
| New Substantial Contributors | 0 | NewSubstantialContributorsInd |
| Own Controlled Entity | 0 | OwnControlledEntityInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (1) | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
| Individual With Books | AMG NATIONAL TRUST BANK | IndividualWithBooksNm |
| Phone | 3036942190 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 6295 GREENWOOD PLAZA BLVD | AddressLine1Txt |
| City | GREENWOOD VILLAGE | CityNm |
| State Abbreviation | CO | StateAbbreviationCd |
| ZIP | 801114908 | 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 (2 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 |
|---|---|---|---|---|---|---|---|---|
| PETER H COORS | ||||||||
| 770 HIGH STREET | DENVER | CO | 80218 | DIRECTOR | 0.50 | $0 | $0 | $0 |
| MARILYN E COORS | ||||||||
| 770 HIGH STREET | DENVER | CO | 80218 | DIRECTOR | 0.50 | $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 | $33,883,639 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $1,965,835 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $297,134 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $36,146,608 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $36,146,608 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $542,199 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $35,604,409 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $1,780,220 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $1,780,220 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $21,175 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $21,175 | TotalTaxAmt |
| Distributable Before Adj | $1,759,045 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $1,759,045 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $1,759,045 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $6,501,843 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $6,501,843 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $1,759,045 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $772,265 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $275,792 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $5,540 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $1,143,116 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $1,043,537 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $3,240,250 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $6,501,843 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $1,759,045 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $4,742,798 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $7,983,048 | 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 | $772,265 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $7,210,783 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $275,792 | ExcessFromYear4Amt |
| Excess From Year3 | $5,540 | ExcessFromYear3Amt |
| Excess From Year2 | $1,143,116 | ExcessFromYear2Amt |
| Excess From Year1 | $1,043,537 | ExcessFromYear1Amt |
| Excess From Current Year | $4,742,798 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | PETER H COORS | ContributingManagerNm |
| Contributing Manager | MARILYN E COORS | ContributingManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (50 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line2RecipientUSAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|---|---|
| ACE SCHOLARSHIPS | ||||||||
| 1201 E COLFAX AVE | DENVER | CO | 80218 | NONE | EXEMPT | EDUCATION | $124,250 | |
| ALZHEIMER'S ASSOCIATION | ||||||||
| 455 N SHERMAN ST STE 500 | DENVER | CO | 80203 | NONE | EXEMPT | MEDICAL | $600 | |
| AMERICAN ENTERPRISE INSTITUTE | ||||||||
| 1150 17TH ST NW | WASHINGTON | DC | 20036 | NONE | EXEMPT | COMMUNITY SERVICE | $256,000 | |
| AMERICAN FRIENDS OF ISRAEL NAVY SEALS | ||||||||
| 138 W 133RD STREET | NEW YORK | NY | 10030 | NONE | EXEMPT | MILITARY | $5,000 | |
| AMERICAN RED CROSS | ||||||||
| 444 N SHERMAN ST | DENVER | CO | 80203 | NONE | EXEMPT | COMMUNITY SERVICE | $10,000 | |
| ARCHBISHOP'S CATHOLIC APPEAL | ||||||||
| PO BOX 100316 | DENVER | CO | 80250 | NONE | EXEMPT | RELIGIOUS | $50,000 | |
| CATHOLIC CHARITIES | ||||||||
| 4045 PECOS STREET | DENVER | CO | 80211 | NONE | EXEMPT | COMMUNITY | $15,000 | |
| CELL-CO REMEMBERS 911 | ||||||||
| 1385 CURTIS STREET | DENVER | CO | 80204 | NONE | EXEMPT | COMMUNITY | $10,000 | |
| CHOSEN AND DEARLY LOVED | ||||||||
| 16301 NE 8TH STREET STE 201 | BELLEVUE | WA | 98008 | NONE | EXEMPT | COMMUNITY | $25,000 | |
| COLORADO CONCERN | ||||||||
| 1391 SPEER BLVD SUITE 450 | DENVER | CO | 80204 | NONE | EXEMPT | COMMUNITY | $10,000 | |
| COLORADO DOMINICAN VOCATION FOUNDATION | ||||||||
| 3005 W 29TH AVENUE | DENVER | CO | 80211 | NONE | EXEMPT | RELIGIOUS | $6,000 | |
| COMMON SENSE INSTITUTE | ||||||||
| 6295 GREENWOOD PLAZA 100 | GREENWOOD VILLAGE | CO | 80111 | NONE | EXEMPT | EDUCATION | $20,000 | |
| DENVER ART MUSEUM | ||||||||
| 100 W 14TH AVE PKWY | DENVER | CO | 802042788 | NONE | EXEMPT | COMMUNITY | $30,000 | |
| DENVER BOTANIC GARDENS | ||||||||
| 1007 YORK STREET | DENVER | CO | 80206 | NONE | EXEMPT | COMMUNITY | $3,750 | |
| DENVER POLICE FOUNDATION | ||||||||
| 1700 LINCOLN STREET STE 4100 | DENVER | CO | 80203 | NONE | EXEMPT | COMMUNITY | $10,000 | |
| DENVER RUSTLERS | ||||||||
| 1235 ELATI ST | DENVER | CO | 80204 | NONE | EXEMPT | COMMUNITY | $18,000 | |
| DUCKS UNLIMITED | ||||||||
| 3648 HEATHERWOOD WAY | EVERGREEN | CO | 80439 | NONE | EXEMPT | COMMUNITY | $120,000 | |
| ENDOW | ||||||||
| 6021 SOUTH SYRACUSE WAY SUITE 220 | GREENWOOD VILLAGE | CO | 80111 | NONE | EXEMPT | RELIGIOUS | $100,000 | |
| FAMILY FOR FAMILIES | ||||||||
| 14143 DENVER WEST PKWY STE 400 | GOLDEN | CO | 80401 | NONE | EXEMPT | COMMUNITY | $50,000 | |
| FIRE FIGHTERS FOUNDATION | ||||||||
| 12 LAKESIDE LANE STE 200 | DENVER | CO | 80212 | NONE | EXEMPT | COMMUNITY | $5,000 | |
| HISTORY COLORADO PHILANTHROPY | ||||||||
| 1200 N BROADWAY | DENVER | CO | 80203 | NONE | EXEMPT | EDUCATION | $2,500 | |
| INDEPENDENCE INSTITUTE | ||||||||
| 4 WEEMS LANE 312 | WINCHESTER | VA | 22601 | NONE | EXEMPT | COMMUNITY | $20,000 | |
| INDEPENDENT WOMEN'S FORUM | ||||||||
| 4 WEEMS LANE 312 | WINCHESTER | VA | 22601 | NONE | EXEMPT | COMMUNITY | $5,000 | |
| INTERNATIONAL FELLOWSHIP OF CHRISTIANS AND JEWS | ||||||||
| 303 E WACKER DR SUITE 2300 | CHICAGO | IL | 60601 | NONE | EXEMPT | COMMUNITY | $1,000 | |
| JUNIOR ACHIEVEMENT | ||||||||
| 1445 MARKET ST SUITE 200 | DENVER | CO | 80202 | NONE | EXEMPT | COMMUNITY | $112,500 | |
| MASTER'S TOURNAMENT FOUNDATION | ||||||||
| PO BOX 2444 | AUGUSTA | GA | 30903 | NONE | EXEMPT | COMMUNITY | $10,000 | |
| MEDIA RESEARCH CENTER | ||||||||
| 2340 DULLES CORNER BLVD SUITE 1000 | HERNDON | VA | 20171 | NONE | EXEMPT | COMMUNITY | $68,000 | |
| MERCURY ONE | ||||||||
| PO BOX 121925 | DALLAS | TX | 75312 | NONE | EXEMPT | COMMUNITY | $10,000 | |
| MIZEL INSTITUTE | ||||||||
| 400 S CARNEY STREET | DENVER | CO | 80224 | NONE | EXEMPT | EDUCATION | $10,000 | |
| NATIONAL CATHOLIC BIOETHICS CENTER | ||||||||
| 6399 DREXEL ROAD | PHILADELPHIA | PA | 19151 | NONE | EXEMPT | HEALTH | $50,000 | |
| NATIONAL JEWISH HEALTH | ||||||||
| 1400 JACKSON ST | DENVER | CO | 80206 | NONE | EXEMPT | HEALTH | $12,000 | |
| NATIONAL WESTERN STOCK SHOW | ||||||||
| 4655 HUMBOLDT STREET | DALLAS | CO | 802162818 | NONE | EXEMPT | COMMUNITY | $532,600 | |
| NAVY SEAL FOUNDATION | ||||||||
| 1619 D STREET BLDG 5326 | VIRGINIA BEACH | VA | 23459 | NONE | EXEMPT | COMMUNITY | $25,000 | |
| OBLATE SCHOOL OF THEOLOGY | ||||||||
| 285 OBLATE DR | SAN ANTONIO | TX | 78216 | NONE | EXEMPT | RELIGIOUS | $3,000 | |
| PHILLIPS EXETER ACADEMY | ||||||||
| 20 MAIN STREET | EXETER | NH | 03833 | NONE | EXEMPT | CHARITABLE | $10,000 | |
| ROCKY MOUNTAIN HYPERBARIC ASSOCIATION FOR BRAIN INJURIES | ||||||||
| 225 W SOUTH BOULDER ROAD | LOUISVILLE | CO | 80027 | NONE | EXEMPT | HEALTH | $10,000 | |
| SEEDS OF HOPE | ||||||||
| 1300 S STEELE ST | DENVER | CO | 80210 | NONE | EXEMPT | COMMUNITY | $25,000 | |
| SHADOW WARRIORS PROJECT | ||||||||
| 15054 JACKSON CREEK PARKWAY STE B | MONUMENT | CO | 80132 | NONE | EXEMPT | COMMUNITY | $10,000 | 564 |
| SOPHIA INSTITUTE | ||||||||
| BOX 5284 | MANCHESTER | NH | 03108 | NONE | EXEMPT | COMMUNITY | $150,000 | |
| ST JOHN VIANNEY THEOLOGICAL SEMINARY | ||||||||
| 1300 S STEELE ST | DENVER | CO | 80210 | NONE | EXEMPT | EDUCATION | $250,000 | |
| STEAMBOAT INSTITUTE | ||||||||
| PO BOX 883037 | STEAMBOAT SPRINGS | CO | 80488 | NONE | EXEMPT | COMMUNITY | $25,000 | |
| TAPS | ||||||||
| 3033 WILSON BLVD SUITE 630 | ARLINGTON | VA | 22201 | NONE | EXEMPT | COMMUNITY | $10,000 | |
| THE CATHOLIC FOUNDATION | ||||||||
| 3801 E FLORIDA AVENUE STE 909 | DENVER | CO | 80210 | NONE | EXEMPT | RELIGIOUS | $4,250,000 | |
| THE DAWN REDWOODS CHARITABLE TRUST | ||||||||
| ONE BLACKFIELD DRIVE SUITE 331 | TIBURON | CA | 949202053 | NONE | EXEMPT | COMMUNITY | $500 | |
| THE LABOURE SOCIETY | ||||||||
| 1365 CORPORATE CENTER CURVE | ST PAUL | MN | 55121 | NONE | EXEMPT | RELIGIOUS | $2,500 | |
| THE ROSARY TEAM | ||||||||
| 2845 SHOSHONE TRL | LAFAYETTE | CO | 80026 | NONE | EXEMPT | RELIGIOUS | $5,000 | |
| TRINITY LUTHERAN | ||||||||
| 4225 W YALE AVE | DENVER | CO | 80219 | NONE | EXEMPT | RELIGIOUS | $5,000 | |
| UNIVERSITY OF DENVER | ||||||||
| 2201 SOUTH GARDLAND ST | DENVER | CO | 80208 | NONE | EXEMPT | EDUCATION | $11,000 | |
| USGA FOUNDATION | ||||||||
| 77 LIBERTY CORNER ROAD | LIBERTY CORNER | NJ | 07938 | NONE | EXEMPT | COMMUNITY | $1,000 | |
| US SKI AND SNOWBOARD | ||||||||
| PO BOX 100 | PARK CITY | UT | 84060 | NONE | EXEMPT | HEALTH | $5,000 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $6,500,200 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $48,809 | ExclusionAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $703,884 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $997,452 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $1,750,145 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $1,750,145 | TotalIncomeProducingActyAmt |
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
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 1 | ContributorNum |
Contributor Business Name ContributorBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | PETER H AND MARILYN E COORS | BusinessNameLine1Txt |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 770 HIGH STREET | AddressLine1Txt |
| City | DENVER | CityNm |
| State Abbreviation | CO | StateAbbreviationCd |
| ZIP | 80218 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | $2,400,000 | TotalContributionsAmt |
| Person Contribution | Yes (X) | PersonContributionInd |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | 2023 TAX PREPARATION & ACCOUNTING FEES | CategoryTxt |
| Amt | $1,960 | Amt |
| Net Investment Income | $1,764 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $196 | DisbursementsCharitablePrpsAmt |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp (11 entries)
| BondBondNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| AMG IMA - CHAMPLAIN SMALL CO FD -ADV | $100,379 | $122,248 |
| AMG IMA - GRAPHIC PACKAGING HOLDING CO | $1 | $801,220 |
| AMG IMA - HARBOR MID CAP VALUE FUND #023 | $911,467 | $1,519,440 |
| AMG IMA - ARISTOTLE SMALL CAP EQUITY FUND CL I | $633,007 | $888,249 |
| AMG IMA - ISHARES RUSSELL MIDCAP INDEX | $2,817,585 | $5,754,928 |
| AMG IMA - ISHARES TRUST RUSSELL 2000 | $1,661,869 | $2,762,000 |
| AMG IMA - MOLSON COORS BREWING CO -B | $632,213 | $1,315,150 |
| AMG IMA - SPDR S&P 500 ETF TRUST | $2,199,926 | $6,193,693 |
| AMG IMA - T ROWE PRICE MID-CAP GROWTH #64 | $136,373 | $243,633 |
| AMG IMA - US BANKCORP DEL COM NEW | $1 | $1,052,260 |
| AMG IMA - VANGUARD DIVIDEND APPREC ETF | $3,969,833 | $6,118,513 |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (46 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| AMG GLOBAL DIV - ALIBABA GROUP | $232,229 | $263,612 |
| AMG GLOBAL DIV - AMERICAN ELECTRIC POWER CO | $128,723 | $137,423 |
| AMG GLOBAL DIV - BARCLAYS PLC | $87,992 | $154,789 |
| AMG GLOBAL DIV - BAXTER INTERNATIONAL | $264,394 | $215,172 |
| AMG GLOBAL DIV - BAYER A G SPONSORED ADR | $249,460 | $131,845 |
| AMG GLOBAL DIV - BRITISH AMERN TOB PLC | $263,050 | $254,458 |
| AMG GLOBAL DIV - BRISTOL-MYERS SQUIBB | $302,297 | $341,792 |
| AMG GLOBAL DIV - CITIGROUP INC | $219,791 | $310,842 |
| AMG GLOBAL DIV - CSX CORP | $189,280 | $179,486 |
| AMG GLOBAL DIV - CVS HEALTH CORP | $283,654 | $218,031 |
| AMG GLOBAL DIV - CHEVRON CORP | $184,160 | $174,967 |
| AMG GLOBAL DIV - DAIKAN INDUSTRIES | $109,105 | $106,643 |
| AMG GLOBAL DIV - DANONE SPONSORED ADR | $80,447 | $90,464 |
| AMG GLOBAL DIV - WALT DISNEY COMPANY | $81,859 | $99,770 |
| AMG GLOBAL DIV - DOLLAR GENERAL | $184,055 | $115,701 |
| AMG GLOBAL DIV - DOMINION RES INC | $129,391 | $149,300 |
| AMG GLOBAL DIV - DOW INC | $255,503 | $203,339 |
| AMG GLOBAL DIV - FEDEX CORP | $139,438 | $175,831 |
| AMG GLOBAL DIV - GILEAD SCIENCES INC | $210,421 | $280,528 |
| AMG GLOBAL DIV - GSK PLC SPAN ADS | $161,373 | $151,175 |
| AMG GLOBAL DIV - IMPERIAL BRANDS PLC | $231,848 | $336,910 |
| AMG GLOBAL DIV - INFINEON TECHNOLOGIES | $118,039 | $114,485 |
| AMG GLOBAL DIV - JOHNSON & JOHNSON | $84,360 | $81,421 |
| AMG GLOBAL DIV - KENVUE INC | $284,642 | $317,837 |
| AMG GLOBAL DIV - L3HARRIS TECHNOLOGIES INC | $176,208 | $207,757 |
| AMG GLOBAL DIV - LLOYDS TSV GROUP | $167,135 | $213,898 |
| AMG GLOBAL DIV - MURATA MANUFACTURING CO LTD | $189,388 | $168,870 |
| AMG GLOBAL DIV - NATIONAL GRID PLC | $93,995 | $82,534 |
| AMG GLOBAL DIV - NEWMONT MINING CORP | $162,931 | $156,659 |
| AMG GLOBAL DIV - OCCIDENTAL PETROLEUM CORP COMMON STOCK | $316,082 | $264,541 |
| AMG GLOBAL DIV - OCCIDENTAL PETROLEUM WT EXP | $1 | $18,872 |
| AMG GLOBAL DIV - PPL CORP | $126,842 | $155,029 |
| AMG GLOBAL DIV - PRUDENTIAL PLC ADR | $147,850 | $118,514 |
| AMG GLOBAL DIV - RECKITT BENCKISER GROUP PLC | $205,880 | $182,861 |
| AMG GLOBAL DIV - ROCHE HOLDING LTD SPN ADRF 1 | $202,310 | $184,416 |
| AMG GLOBAL DIV - CHARLES SCHWAB CORP | $86,882 | $125,891 |
| AMG GLOBAL DIV - SHINHAN FINANCIAL | $118,521 | $108,767 |
| AMG GLOBAL DIV - SKYWORKS SOLUTIONS INC | $180,372 | $152,530 |
| AMG GLOBAL DIV - TRUIST FINANCIAL CORP | $178,918 | $269,260 |
| AMG GLOBAL DIV - TYSON FOODS | $133,534 | $127,861 |
| AMG GLOBAL DIV - VERIZON COMMUNICATIONS | $271,274 | $272,452 |
| AMG GLOBAL DIV - VF CORP | $93,994 | $168,525 |
| AMG GLOBAL DIV - GLENCORE PLC | $30,505 | $77,788 |
| AMG GLOBAL DIV - WARNER BROS | $236,923 | $322,618 |
| AMG GLOBAL DIV - WILLIS TOWERS WATSON PLC | $98,204 | $149,729 |
| AMG GLOBAL DIV - ZIMMER BIOMET | $189,509 | $181,155 |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (2 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| ANCHORAGE VENTURE FUND V LLLP | AT COST | $11,508 | $2,100 |
| IBEX ISRAEL VC LP | AT COST | $281,445 | $281,445 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (3 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| FOUNDATION EXPENSES | $2,875 | $1,438 | $1,437 |
| BANK FEES | $20 | $10 | $10 |
| LOSS ON PARTNERSHIP | $2,865 | $2,865 | $0 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | INVESTMENT MANAGEMENT FEES | CategoryTxt |
| Amt | $213,031 | Amt |
| Net Investment Income | $213,031 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| FOREIGN TAXES | $7,292 | $7,292 | $0 |
| 2023 990-PF EXTENSION PAYMENT | $25,000 | $0 | $0 |
Comments