AVENIR FOUNDATION INC: Form 990PF, tax year 2017
View the entire original 990 at ProPublica ↗
- Organization
- AVENIR FOUNDATION INC (EIN 84-1245939)
- Tax period
- 2017-07-01 to 2018-06-30
- Filed
- 2019-05-14
- IRS object ID
- 201921349349101007
- Schema version
- 2017v2.3
- 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 | 2019-05-14T08:40:50-05:00 | ReturnTs |
| Tax Period End | 2018-06-30 | 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 | 9250 E Costilla Avenue Suite 450 | AddressLine1Txt |
| City | Greenwood Village | CityNm |
| State Abbreviation | CO | StateAbbreviationCd |
| ZIP | 80112 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2017-07-01 | 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 | 3032322262 | PhoneNum |
| Signature | 2019-05-13 | 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 |
Filing Security Information FilingSecurityInformation
IP Address IPAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| I Pv4 Address | 64.88.174.3 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IP | 2019-05-13 | IPDt |
| IP Tm | 11:07:28 | IPTm |
| IP Timezone | MD | IPTimezoneCd |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | A339AD40E69FBA51ABBB720D8179EA84B8EE18F7 | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | BDB1F3C230FAF1E2017F75DA7D0116A68B47FD6C | AtSubmissionFilingDeviceId |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2017 | TaxYr |
| Build TS | 2019-02-21 02:37:17Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $326,499 | 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 | $25,140,840 | ContriRcvdRevAndExpnssAmt |
| Dividends Rev And Expnss | $20,568 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $20,568 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $366,453 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $24,795,016 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $24,701,534 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $25,527,861 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $24,722,102 | 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 | $247,221 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $0 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $640 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $0 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $640 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $248,761 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $0 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $640 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $25,297,415 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $25,297,415 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $25,546,176 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $0 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $25,298,055 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$18,315 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $24,722,102 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $343,144 | CashBOYAmt |
| Cash EOY | $325,050 | CashEOYAmt |
| Cash EOYFMV | $325,050 | CashEOYFMVAmt |
| Prepaid Expenses BOY | $1,670 | PrepaidExpensesBOYAmt |
| Prepaid Expenses EOY | $1,449 | PrepaidExpensesEOYAmt |
| Prepaid Expenses EOYFMV | $1,449 | PrepaidExpensesEOYFMVAmt |
| Total Assets BOY | $344,814 | TotalAssetsBOYAmt |
| Total Assets EOY | $326,499 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $326,499 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow SFAS117 | Yes (X) | OrgDoesNotFollowSFAS117Ind |
| 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 | $344,814 | RetainedEarningBOYAmt |
| Retained Earning EOY | $326,499 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $344,814 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $326,499 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $344,814 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $326,499 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $344,814 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$18,315 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $326,499 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $326,499 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (11 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|---|
| Berkshire Hathaway Class A 15 shs | D | 2017-07-03 | 2017-07-25 | $3,900,000 | $19,662 | $3,880,338 | $3,880,338 |
| Berkshire Hathaway Class A 3 shs | D | 2017-07-03 | 2017-07-31 | $789,000 | $3,947 | $785,053 | $785,053 |
| Berkshire Hathaway Class A 6 shs | D | 2017-07-03 | 2017-07-31 | $1,578,000 | $3,648 | $1,574,352 | $1,574,352 |
| Berkshire Hathaway Class A 16 shs | D | 2017-07-03 | 2017-07-31 | $4,200,670 | $9,723 | $4,190,947 | $4,190,947 |
| Berkshire Hathaway Class A 15 shs | D | 2017-11-30 | 2017-12-01 | $4,377,860 | $18,225 | $4,359,635 | $4,359,635 |
| Berkshire Hathaway Class A 5 shs | D | 2017-11-30 | 2017-12-01 | $1,457,975 | $3,264 | $1,454,711 | $1,454,711 |
| Berkshire Hathaway Class A 10 shs | D | 2017-11-30 | 2017-12-04 | $2,955,967 | $15,817 | $2,940,150 | $2,940,150 |
| Berkshire Hathaway Class A 5 shs | D | 2018-02-07 | 2018-02-26 | $1,575,603 | $3,424 | $1,572,179 | $1,572,179 |
| Berkshire Hathaway Class A 5 shs | D | 2018-02-07 | 2018-02-26 | $933,840 | $2,052 | $931,788 | $931,788 |
| Berkshire Hathaway Class A 3 shs | D | 2018-02-07 | 2018-03-12 | $1,600,000 | $7,019 | $1,592,981 | $1,592,981 |
| Berkshire Hathaway Class A 5 shs | D | 2018-02-07 | 2018-06-06 | $1,426,101 | $6,701 | $1,419,400 | $1,419,400 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $24,701,534 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | 0 | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $11,095,155 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $3,612,946 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 3.070944 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $48,100,873 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $16,230,036 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 2.963695 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $19,182,657 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $7,434,088 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 2.580365 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $14,612,831 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $4,132,948 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 3.535692 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $12,565,512 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $3,826,898 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 3.283472 | DistributionYr5Rt |
| Total Distribution | 15.434168 | TotalDistributionRt |
| Average Distribution | 3.086834 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $8,098,140 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $24,997,614 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $247,221 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $25,244,835 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $25,298,055 | 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 | $247,221 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $247,221 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $247,221 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $248,670 | EstimatedPlusOvpmtIncmTxAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $248,670 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $1,449 | OverpaymentAmt |
| Applied To ES Tax | $1,449 | 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 |
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 | $1,772,425 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $6,449,037 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $8,221,462 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $8,221,462 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $123,322 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $8,098,140 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $404,907 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $404,907 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $247,221 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $247,221 | TotalTaxAmt |
| Distributable Before Adj | $157,686 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $157,686 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $157,686 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $25,298,055 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $25,298,055 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $247,221 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $25,050,834 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $157,686 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $12,612,143 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $14,687,756 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $19,188,949 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $48,246,001 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $11,130,504 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $105,865,353 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $25,298,055 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $157,686 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $25,140,369 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $131,005,722 | 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 | $12,612,143 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $118,393,579 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $14,687,756 | ExcessFromYear4Amt |
| Excess From Year3 | $19,188,949 | ExcessFromYear3Amt |
| Excess From Year2 | $48,246,001 | ExcessFromYear2Amt |
| Excess From Year1 | $11,130,504 | ExcessFromYear1Amt |
| Excess From Current Year | $25,140,369 | 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 (22 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 | Purchase of the David Wenner Rare Book Collection | $2,000,000 | |||
| Arnold Schoenberg Institute | ||||||||||
| None | Public Charity | General Operating Funds | $100,000 | Schwarzenbergplatz 6 | Wien | AU | ||||
| Ars Nova Singers Inc | ||||||||||
| P O Box 4151 | Boulder | CO | 80306 | None | Public Charity | General Operating Funds | $35,000 | |||
| Bat Conservation International | ||||||||||
| 4945 W Paseo de la Estellas | Tucson | AZ | 80306 | None | Public Charity | Support critical bat-conservation projects | $110,000 | |||
| Berks Conservancy | ||||||||||
| 25 North 11th Street | Reading | PA | 19601 | None | Public Charity | Support of "Spread the Seeds of Conservation" captial campaign | $393,423 | |||
| Central City Opera | ||||||||||
| 400 S Colorado Blvd 530 | Denver | CO | 80246 | None | Public Charity | General Operating Funds | $150,000 | |||
| Colorado Ballet | ||||||||||
| 1278 Lincoln ST | Denver | CO | 80203 | None | Public Charity | General Operating Funds | $20,000 | |||
| Colorado State University | ||||||||||
| 601 S Howes Suite 410 | Ft Collins | CO | 80522 | None | Public Charity | Support of HABIC program in College of Health and Human Sciences | $709,823 | |||
| Colorado Symphony Orchestra | ||||||||||
| 1000 14th St 15 | Denver | CO | 80202 | None | Public Charity | General Operating Funds | $1,800,000 | |||
| Kula Kamala Foundation | ||||||||||
| 17 Basket Rd | Reading | PA | 19606 | None | Public Charity | Support of general operations | $100,000 | |||
| NARAL-Pro Choice America Foundation | ||||||||||
| 1156 15th St NW 700 | Washington | DC | 20005 | None | Public Charity | General Operating Funds | $200,000 | |||
| NARAL-Pro Choice Colorado Foundation | ||||||||||
| 1905 Sherman St 800 | Denver | CO | 80203 | None | Public Charity | General Operating Funds | $200,000 | |||
| Opera Colorado | ||||||||||
| 695 S Colorado Blvd 20 | Denver | CO | 80246 | None | Public Charity | General Operating Funds | $250,000 | |||
| Pathfinder International | ||||||||||
| 9 Galen St 217 | Watertown | MA | 02472 | None | Public Charity | General Operating Funds | $200,000 | |||
| Planned Parenthood Federation of America | ||||||||||
| 434 W 33rd ST | New York | NY | 10001 | None | Public Charity | General Operating Funds | $1,200,000 | |||
| Planned Parenthood Federation of the Rocky Mountains | ||||||||||
| 7155 E 38th Ave | Denver | CO | 80207 | None | Public Charity | General Operating Funds | $400,000 | |||
| Rutgers University Foundation | ||||||||||
| 120 Albany Street Suite 201 | New Brunswick | NJ | 08901 | None | Public Charity | Funding endowment for Norton and Nancy Dodge Collection of Nonconformist Soviet Art | $10,000,000 | |||
| Santa Fe Opera | ||||||||||
| P O Box 2408 | Santa Fe | NM | 87504 | None | Public Charity | Produce opera and fund endowment for the replacement of the seat back libretto system | $1,950,000 | |||
| Symphony Fund | ||||||||||
| 1000 14th St 15 | Denver | CO | 80202 | None | Public Charity | Endowment to support operating expenses | $1,000,000 | |||
| 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 | ||||||||||
| 13 Tall Tree Circle | Broomall | PA | 19008 | None | Public Charity | Facility construction | $279,169 | |||
| University of Oklahoma Foundation | ||||||||||
| 100 Timberdell Road | Norman | OK | 730190685 | None | Public Charity | Constuction of the Dodge Physics Complex Building | $1,200,000 | |||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $25,297,415 | 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 | $20,568 | RelatedOrExemptFunctionIncmAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | $366,453 | 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 | $387,021 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $387,021 | 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 | 802281841 | $10,279,200 | Yes (X) | |
| Beaumont Investments LTD | |||||||
| 2 | 215 Union Blvd Suite 300 | Lakewood | CO | 802281841 | $8,642,250 | Yes (X) | |
| Beaumont Investments LTD | |||||||
| 3 | 215 Union Blvd Suite 300 | Lakewood | CO | 802281841 | $5,469,390 | Yes (X) | |
| Beaumont Investments LTD | |||||||
| 4 | 215 Union Blvd Suite 300 | Lakewood | CO | 802281841 | $750,000 | Yes (X) | |
Non Cash Property Contribution NonCashPropertyContributionGrp (3 entries)
| ContributorContributorNum | Noncash PropertyNoncashPropertyDesc | Fair Market ValueFairMarketValueAmt | ReceivedReceivedDt |
|---|---|---|---|
| 1 | 40 Shares of Berkshire Hathaway Cl A stock | $10,279,200 | 2017-07-03 |
| 2 | 30 Shares of Berkshire Hathaway Cl A stock | $8,642,250 | 2017-11-30 |
| 3 | 18 Share of Berkshire Hathaway Cl A stock | $5,469,390 | 2018-02-07 |
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 and postage fees | Desc |
| Revenue And Expenses Per Books | $640 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $640 | DisbursementsCharitablePrpsAmt |
Substantial Contributors Sch SubstantialContributorsSch
Substantial Contributor Detail SubstantialContributorDetail
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Beaumont Investments Ltd | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 215 Union Blvd Suite 300 | AddressLine1Txt |
| City | Lakewood | CityNm |
| State Abbreviation | CO | StateAbbreviationCd |
| ZIP | 802281841 | ZIPCd |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | Federal Excise Taxes | CategoryTxt |
| Amt | $247,221 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
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