BETA

PEMA FOUNDATION INC: Form 990PF, tax year 2016

View the entire original 990 at ProPublica ↗

Organization
PEMA FOUNDATION INC (EIN 30-0202608)
Tax period
2016-01-01 to 2016-12-31
Filed
2017-11-14
IRS object ID
201723189349101017
Schema version
2016v3.0
Source
Download XML · Original 990 at ProPublica

Every field in the e-filed return. Faint text is the IRS element name, for citing.

Return header ReturnHeader

FieldValueIRS element (for citing)
Return2017-11-14T10:39:28-06:00ReturnTs
Tax Period End2016-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN841595367PreparerFirmEIN

Preparer Firm Name PreparerFirmName

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

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line16295 GREENWOOD PLAZA BLVDAddressLine1Txt
CityGREENWOOD VILLAGECityNm
State AbbreviationCOStateAbbreviationCd
ZIP801114908ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2016-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN300202608EIN

Business Name BusinessName

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

US Address USAddress

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

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonPETER H COORSPersonNm
Person TitleDIRECTORPersonTitleTxt
Phone3036942190PhoneNum
Signature2017-11-12SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonMARY KAYE JOHNSTON CPAPreparerPersonNm
PTINP00359771PTIN
Phone3036942190PhoneNum

Filing Security Information FilingSecurityInformation

IP Address IPAddress

FieldValueIRS element (for citing)
I Pv4 Address207.109.58.62IPv4AddressTxt
FieldValueIRS element (for citing)
IP2017-11-12IPDt
IP Tm04:33:29IPTm
IP TimezoneMSIPTimezoneCd
Filing License TypePFilingLicenseTypeCd
At Submission Creation Device Id4B84A64D32BA10DA84DDB6EDE39D27D1AB0FE3DDAtSubmissionCreationDeviceId
At Submission Filing Device Id0054756360A5A533A03833C8E8573D1B8645AAD0AtSubmissionFilingDeviceId
FieldValueIRS element (for citing)
Tax2016TaxYr
Build TS2021-01-29 14:40:06ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$16,393,393FMVAssetsEOYAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Contri Rcvd Rev And Expnss$3,214,882ContriRcvdRevAndExpnssAmt
Dividends Rev And Expnss$211,997DividendsRevAndExpnssAmt
Dividends Net Invst Incm$211,997DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss$9,013NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$1,270,843GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$9,013CapGainNetIncmNetInvstIncmAmt
Total Rev And Expnss$3,435,892TotalRevAndExpnssAmt
Total Net Invst Incm$221,010TotalNetInvstIncmAmt
Comp Ofcr Dir Trst Rev And Expnss$0CompOfcrDirTrstRevAndExpnssAmt
Comp Ofcr Dir Trst Net Invst Incm$0CompOfcrDirTrstNetInvstIncmAmt
Comp Ofcr Dir Trst Dsbrs Chrtbl$0CompOfcrDirTrstDsbrsChrtblAmt
Accounting Fees Rev And Expnss$4,995AccountingFeesRevAndExpnssAmt
Accounting Fees Net Invst Incm$2,498AccountingFeesNetInvstIncmAmt
Accounting Fees Chrtbl Prps$2,497AccountingFeesChrtblPrpsAmt
Other Prof Fees Rev And Expnss$64,508OtherProfFeesRevAndExpnssAmt
Other Prof Fees Net Invst Incm$64,508OtherProfFeesNetInvstIncmAmt
Other Prof Fees Dsbrs Chrtbl$0OtherProfFeesDsbrsChrtblAmt
Taxes Rev And Expnss$62TaxesRevAndExpnssAmt
Taxes Net Invst Incm$62TaxesNetInvstIncmAmt
Taxes Dsbrs Chrtbl$0TaxesDsbrsChrtblAmt
Other Expenses Rev And Expnss$344,485OtherExpensesRevAndExpnssAmt
Other Expenses Net Invst Incm$229OtherExpensesNetInvstIncmAmt
Other Expenses Dsbrs Chrtbl$229OtherExpensesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss$414,050TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$67,297TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$2,726TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$1,109,083ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$1,109,083ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$1,523,133TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$67,297TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$1,111,809TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses$1,912,759ExcessRevenueOverExpensesAmt
Net Investment Income$153,713NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Cash BOY$2,365,603CashBOYAmt
Cash EOY$3,380,392CashEOYAmt
Cash EOYFMV$3,380,392CashEOYFMVAmt
Acct Rcvbl$2,000AcctRcvblAmt
Acct Rcvbl BOY$219AcctRcvblBOYAmt
Acct Rcvbl EOY$2,000AcctRcvblEOYAmt
Acct Rcvbl EOYFMV$2,000AcctRcvblEOYFMVAmt
Corporate Stock BOY$7,734,888CorporateStockBOYAmt
Corporate Stock EOY$8,770,305CorporateStockEOYAmt
Corporate Stock EOYFMV$12,541,764CorporateStockEOYFMVAmt
Other Investments BOY$252,693OtherInvestmentsBOYAmt
Other Investments EOY$608,865OtherInvestmentsEOYAmt
Other Investments EOYFMV$469,237OtherInvestmentsEOYFMVAmt
Other Assets BOY$500,000OtherAssetsBOYAmt
Other Assets EOY$0OtherAssetsEOYAmt
Other Assets EOYFMV$0OtherAssetsEOYFMVAmt
Total Assets BOY$10,853,403TotalAssetsBOYAmt
Total Assets EOY$12,761,562TotalAssetsEOYAmt
Total Assets EOYFMV$16,393,393TotalAssetsEOYFMVAmt
Accounts Payable BOY$7,850AccountsPayableBOYAmt
Accounts Payable EOY$3,250AccountsPayableEOYAmt
Total Liabilities BOY$7,850TotalLiabilitiesBOYAmt
Total Liabilities EOY$3,250TotalLiabilitiesEOYAmt
Org Does Not Follow SFAS117Yes (X)OrgDoesNotFollowSFAS117Ind
Capital Stock BOY$3,845,434CapitalStockBOYAmt
Capital Stock EOY$3,845,434CapitalStockEOYAmt
Additional Paid In Capital BOY$0AdditionalPaidInCapitalBOYAmt
Additional Paid In Capital EOY$0AdditionalPaidInCapitalEOYAmt
Retained Earning BOY$7,000,119RetainedEarningBOYAmt
Retained Earning EOY$8,912,878RetainedEarningEOYAmt
Tot Net Ast Or Fund Balances BOY$10,845,553TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$12,758,312TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$10,853,403TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$12,761,562TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$10,845,553TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses$1,912,759ExcessRevenueOverExpensesAmt
Other Increases$0OtherIncreasesAmt
Subtotal$12,758,312SubtotalAmt
Other Decreases$0OtherDecreasesAmt
Tot Net Ast Or Fund Balances EOY$12,758,312TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (3 entries)

PropertyPropertyDescHow AcquiredHowAcquiredCdGross Sales PriceGrossSalesPriceAmtCost Or Other BasisCostOrOtherBasisAmtGain Or LossGainOrLossAmtGains Minus Excess Or LossesGainsMinusExcessOrLossesAmt
AMG NATIONAL TRUST-PUBLICLY TRADED SECURITIES SHORT TERMP$2,955$2,492$464$464
AMG NATIONAL TRUST-PUBLICLY TRADED SECURITIES LONG TERMP$1,244,715$1,259,339-$14,624-$14,624
CAPITAL GAINS DIVIDENDSP$23,173$23,173$23,173
FieldValueIRS element (for citing)
Capital Gain Net Income$9,013CapitalGainNetIncomeAmt

Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp

FieldValueIRS element (for citing)
Liable Section4942 Tax0LiableSection4942TaxInd
Adjusted Qlfy Distri Yr1$749,657AdjustedQlfyDistriYr1Amt
Net Vl Noncharitable Assets Yr1$9,677,505NetVlNoncharitableAssetsYr1Amt
Distribution Yr10.077464DistributionYr1Rt
Adjusted Qlfy Distri Yr2$1,325,697AdjustedQlfyDistriYr2Amt
Net Vl Noncharitable Assets Yr2$6,553,240NetVlNoncharitableAssetsYr2Amt
Distribution Yr20.202296DistributionYr2Rt
Adjusted Qlfy Distri Yr3$1,519,267AdjustedQlfyDistriYr3Amt
Net Vl Noncharitable Assets Yr3$4,618,466NetVlNoncharitableAssetsYr3Amt
Distribution Yr30.328955DistributionYr3Rt
Adjusted Qlfy Distri Yr4$1,005,054AdjustedQlfyDistriYr4Amt
Net Vl Noncharitable Assets Yr4$4,223,828NetVlNoncharitableAssetsYr4Amt
Distribution Yr40.237949DistributionYr4Rt
Adjusted Qlfy Distri Yr5$283,385AdjustedQlfyDistriYr5Amt
Net Vl Noncharitable Assets Yr5$3,970,147NetVlNoncharitableAssetsYr5Amt
Distribution Yr50.071379DistributionYr5Rt
Total Distribution0.918043TotalDistributionRt
Average Distribution0.183609AverageDistributionRt
Net Vl Noncharitable Assets$13,859,818NetVlNoncharitableAssetsAmt
Adj Net Vl Noncharitable Assets$2,544,787AdjNetVlNoncharitableAssetsAmt
Net Investment Income Pct$1,537NetInvestmentIncomePctAmt
Adj Nonchrtbl Net Invst Incm Pct$2,546,324AdjNonchrtblNetInvstIncmPctAmt
Qualifying Distributions$1,111,809QualifyingDistributionsAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$3,074InvestmentIncomeExciseTaxAmt
Tax Under Section511$0TaxUnderSection511Amt
Subtotal$3,074SubtotalAmt
Subtitle A Tax$0SubtitleATaxAmt
Tax Based On Investment Income$3,074TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx$18,599EstimatedPlusOvpmtIncmTxAmt
Total Payments And Credits$18,599TotalPaymentsAndCreditsAmt
Form2220 AttachedYes (X)Form2220AttachedInd
Overpayment$15,525OverpaymentAmt
Applied To ES Tax$15,525AppliedToESTaxAmt
Refund$0RefundAmt

Statements Regarding Acty StatementsRegardingActyGrp

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

Location Of Books US Address LocationOfBooksUSAddress

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

Statements Regarding Acty4720 StatementsRegardingActy4720Grp

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

Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp

Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (2 entries)

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

Sum Of Program Related Invst SumOfProgramRelatedInvstGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Minimum Investment Return MinimumInvestmentReturnGrp

FieldValueIRS element (for citing)
Average Monthly FMV Of Sec$11,184,084AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$2,324,237AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$562,560FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$14,070,881TotalFMVOfUnusedAssetsAmt
Reduction Claimed$0ReductionClaimedAmt
Acquisition Indebtedness$0AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast$14,070,881AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$211,063CashDeemedCharitableAmt
Net Vl Noncharitable Assets$13,859,818NetVlNoncharitableAssetsAmt
Minimum Investment Return$692,991MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$692,991MinimumInvestmentReturnAmt
Tax Based On Investment Income$3,074TaxBasedOnInvestmentIncomeAmt
Total Tax$3,074TotalTaxAmt
Distributable Before Adj$689,917DistributableBeforeAdjAmt
Recoveries Qualfied Distri$0RecoveriesQualfiedDistriAmt
Distributable Before Ded$689,917DistributableBeforeDedAmt
Deduction From Distributable$0DeductionFromDistributableAmt
Distributable As Adjusted$689,917DistributableAsAdjustedAmt

Qualifying Distri Part XII QualifyingDistriPartXIIGrp

FieldValueIRS element (for citing)
Expenses And Contributions$1,111,809ExpensesAndContributionsAmt
Program Related Invst Total$0ProgramRelatedInvstTotalAmt
Qualifying Distributions$1,111,809QualifyingDistributionsAmt
Pct Sect4940e Org Net Invst Incm$0PctSect4940eOrgNetInvstIncmAmt
Adjusted Qualifying Distri$1,111,809AdjustedQualifyingDistriAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$689,917DistributableAsAdjustedAmt
Undistributed Income PY$0UndistributedIncomePYAmt
Total For Prior Years$0TotalForPriorYearsAmt
Excess Distribution Cyov Yr5$88,088ExcessDistributionCyovYr5Amt
Excess Distribution Cyov Yr4$798,051ExcessDistributionCyovYr4Amt
Excess Distribution Cyov Yr3$1,289,946ExcessDistributionCyovYr3Amt
Excess Distribution Cyov Yr2$1,038,119ExcessDistributionCyovYr2Amt
Excess Distribution Cyov Yr1$267,811ExcessDistributionCyovYr1Amt
Total Excess Distribution Cyov$3,482,015TotalExcessDistributionCyovAmt
Qualifying Distributions$1,111,809QualifyingDistributionsAmt
Applied To Year1$0AppliedToYear1Amt
Applied To Prior Years$0AppliedToPriorYearsAmt
Treated As Distri From Corpus$0TreatedAsDistriFromCorpusAmt
Applied To Current Year$689,917AppliedToCurrentYearAmt
Remaining Distri From Corpus$421,892RemainingDistriFromCorpusAmt
Excess Distri Cyov App CY Corpus$0ExcessDistriCyovAppCYCorpusAmt
Excess Distribution Cyov App CY$0ExcessDistributionCyovAppCYAmt
Total Corpus$3,903,907TotalCorpusAmt
Prior Year Undistributed Incm$0PriorYearUndistributedIncmAmt
Prior Year Deficiency Or Tax$0PriorYearDeficiencyOrTaxAmt
Taxable1$0Taxable1Amt
Taxable2$0Taxable2Amt
Undistributed Income CY$0UndistributedIncomeCYAmt
Corpus Distri170b1 E Or4942g3$0CorpusDistri170b1EOr4942g3Amt
Excess Distri Cyov From Yr5$88,088ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr$3,815,819ExcessDistriCyovToNextYrAmt
Excess From Year4$798,051ExcessFromYear4Amt
Excess From Year3$1,289,946ExcessFromYear3Amt
Excess From Year2$1,038,119ExcessFromYear2Amt
Excess From Year1$267,811ExcessFromYear1Amt
Excess From Current Year$421,892ExcessFromCurrentYearAmt

Supplementary Information SupplementaryInformationGrp

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

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (65 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient RelationshipRecipientRelationshipTxtRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmtAddress Line2RecipientUSAddress/AddressLine2Txt
ACE SCHOLARSHIPS
1201 E COLFAX AVEDENVERCO80218NONEEXEMPTEDUCATION$10,000
AIR FORCE ACADEMY FOUNDATION
10 LAKE CIRCLECOLORADO SPRINGSCO80906NONEEXEMPTEDUCATION$500
ALZHEIMER'S ASSOCIATION
455 N SHERMAN ST STE 500DENVERCO80203NONEEXEMPTMEDICAL$1,250
AMERICAN ENTERPRISE INSTITUTE
1150 17TH ST NWWASHINGTONDC20036NONEEXEMPTCOMMUNITY SERVICE$100,000
AMERICAN RED CROSS
444 N SHERMAN STDENVERCO80203NONEEXEMPTCOMMUNITY SERVICE$5,000
ARCHDIOCESE OF DENVER
1300 S STEELE STDENVERCO80210NONEEXEMPTRELIGIOUS$75,000
ARRUPE JESUIT HIGH SCHOOL
4343 UTICA STREETDENVERCO80212NONEEXEMPTEDUCATION$50,000
AUDUBON CONNECTICUT
613 RIVERSVILLE ROADGREENWICHCT06831NONEEXEMPTCOMMUNITY SERVICE$1,000
AUGUSTINE INSTITUTE
6160 S SYRACUSE WAY SUITE 310GREENWOOD VILLAGECO80111NONEEXEMPTRELIGIOUS$50,000
BELLA
180 E HAMPTON AVE STE 100ENGLEWOODCO80113NONEEXEMPTMEDICAL$1,000
BOY SCOUTS OF AMERICA-DENVER AREA COUNCIL
10455 W 6TH AVELAKEWOODCO80215NONEEXEMPTCOMMUNITY SERVICE$63,000
CANCER LEAGUE OF COLORADO
7731 S URAVAN CTAURORACO80016NONEEXEMPTMEDICAL$5,000
CASTLE PINES SCHOLARSHIP FOUNDATION
100 HUMMINGBIRD DRCASTLE ROCKCO801089003NONEEXEMPTEDUCATIONAL$200
CATHOLIC CHARITIES
4045 PECOS STREETDENVERCO80211NONEEXEMPTCOMMUNITY SERVICE$10,000
CATHOLIC RADIO NETWORK
1576 W 1ST STREETLOVELANDCO80537NONEEXEMPTRELIGIOUS$5,000
CENTENNIAL INSTITUTE
8787 W ALAMEDA AVENUELAKEWOODCO80226NONEEXEMPTEDUCATION$30,000
COLORADO AGRICULTURAL LEADERSHIP FOUNDATION
2330 S I-25CASTLE ROCKCO80104NONEEXEMPTCOMMUNITY SERVICE$500
COLORADO DOMINICAN VOCATION FOUNDATION
3005 W 29TH AVENUEDENVERCO80211NONEEXEMPTRELIGIOUS$10,000
CORNELL UNIVERSITY
410 THURSTON AVEITHACANY14853NONEEXEMPTEDUCATION$5,000
CYSTIC FIBROSIS FOUNDATION
400 S COLORADO BLVD STE 840DENVERCO80246NONEEXEMPTCOMMUNITY SERVICE$500
DENVER ART MUSEUM
100 W 14TH AVE PKWYDENVERCO802042788NONEEXEMPTCOMMUNITY SERVICE$5,000
DENVER POLICE FOUNDATION
1700 LINCOLN STREET STE 4100DENVERCO80203NONEEXEMPTCOMMUNITY SERVICE$20,000
DENVER RESCUE MISSION
PO BOX 5206DENVERCO80217NONEEXEMPTCOMMUNITY SERVICE$2,000
DUCKS UNLIMITED
ONE WATERFOWL WAYMEMPHISTN381202351NONEEXEMPTCOMMUNITY SERVICE$1,933
FINE ARTS FOUNDATION
PO BOX 3049ENGLEWOODCO801553049NONEEXEMPTCOMMUNITY SERVICE$1,000
GLOBAL DOWN SYNDROME FOUNDATION
3300 E FIRST AVENUE STE 390DENVERCO80206NONEEXEMPTMEDICAL$2,500
GOLDEN BACKPACK PROGRAM INC
PO BOX 19056GOLDENCO80402NONEEXEMPTCOMMUNITY SERVICE$500
GOLDEN CIVIC FOUNDATION
1317 WASHINGTON AVE 10GOLDENCO80401NONEEXEMPTCOMMUNITY SERVICE$500
HERITAGE CHRISTIAN SCHOOL
27285 BRANDON CIRSTEAMBOAT SPRINGSCO80487NONEEXEMPTEDUCATION$2,500
HONOR BELL FOUNDATION
PO BOX 12400DENVERCO80212NONEEXEMPTMILITARY SUPPORT$1,000
INDEPENDENCE INSTITUTE
727 E 16TH AVEDENVERCO80203NONEEXEMPTCOMMUNITY SERVICE$13,500
INSTITUTE FOR HUMANE STUDIES
3434 WASHINGTON BLVDARLINGTONVA22201NONEEXEMPTMEDICAL$10,000
JDRF
1801 LIBBIE AVE STE 106RICHMONDVA23226NONEEXEMPTMEDICAL$500
LABOURE SOCIETY
1365 CORPORATE CENTER CURV STE 104EAGANMN55121NONEEXEMPTRELIGIOUS$1,000
MARINE CORPS SCHOLARSHIP FOUNDATION
909 N WASHINGTON ST STE 400ALEXANDRIAVA22314NONEEXEMPTMILITARY SUPPORT$1,000
MIZEL INSTITUTE
400 S CARNEY STREETDENVERCO80224NONEEXEMPTCULTURAL$10,000
NATIONAL CATHOLIC BIOETHICS CENTER
6399 DREXEL ROADPHILADELPHIAPA19151NONEEXEMPTRELIGIOUS$50,000
NATIONAL FLAG FOUNDATION
PO BOX 55WAUBEKAWI53021NONEEXEMPTCOMMUNITY SERVICE$500
NATIONAL JEWISH HEALTH
1400 JACKSON STDENVERCO802062461NONEEXEMPTMEDICAL$5,000
NATIONAL ROWING FOUNDATION
67 MYSTIC ROADNORTH STONINGTONCT06359NONEEXEMPTCOMMUNITY SERVICE$500
NATIONAL WESTERN STOCK SHOW
4655 HUMBOLDT STREETDALLASCO802162818NONEEXEMPTCOMMUNITY SERVICE$1,500
NON PROFIT LEADERSHIP ALLIANCE
1801 MAIN STREET STE 200KANSAS CITYMO64108NONEEXEMPTCOMMUNITY SERVICE$500
PEYBACK FOUNDATION
6325 GUILFORD AVEINDIANAPOLISIN46220NONEEXEMPTCOMMUNITY SERVICE$1,000
PHILIP EXETER ACADEMY
20 MAIN STREETEXETERNH03833NONEEXEMPTEDUCATION$10,000
REGIS UNIVERSITY
3333 REGIS BLVD B-16DENVERCO802211099NONEEXEMPTEDUCATION$15,000
RELIGIOUS SISTERS OF MERCY
1300 S STEELE STDENVERCO802102526NONEEXEMPTRELIGIOUS$25,000
SOPHIA INSTITUTE
BOX 5284MANCHESTERNH03108NONEEXEMPTEDUCATIONAL$20,000
SPHINX HEAD SOCIETY INC
80 BEACON STBOSTONMA021083425NONEEXEMPTCOMMUNITY SERVICE$500
ST BALDRICK'S FOUNDATION
1333 S MAYFLOWER AVENUE STE 400MONROVIACA91016NONEEXEMPTMEDICAL$500
ST JUDE HOSPITAL INC
262 DANNY THOMAS PL MSC 512MEMPHISTN381053678NONEEXEMPTMEDICAL$13,500
TAPS
3033 WILSON BLVD SUITE 630ARLINGTONVA22201NONEEXEMPTCOMMUNITY SERVICE$10,000
THE BOYS & GIRLS CLUB OF METRO DENVER
2017 W 9TH AVEDENVERCO80204NONEEXEMPTCOMMUNITY SERVICE$500
THE CATHOLIC FOUNDATION
3801 E FLORIDA AVENUE STE 909DENVERCO80210NONEEXEMPTRELIGIOUS$200,000
THE CATHOLIC UNIVERSITY OF AMERICA
620 MICHIGAN AVE NEWASHINGTONDC20064NONEEXEMPTEDUCATIONAL$10,000
THE CHOSEN AND DEARLY LOVED FOUNDATION
1400 WEWATTA STREET SUITE 900DENVERCO80202NONEEXEMPTCOMMUNITY SERVICE$15,000
THE COLORADO GOLF FOUNDATION
5990 GREENWOOD PLAZA BLVD BLDG 2GREENWOOD VILLAGECO80111NONEEXEMPTCOMMUNITY SERVICE$500STE 102
THE FIRST TEE OF GREEN VALLEY RANCH
20309 E 48TH PLDENVERCO80249NONEEXEMPTCOMMUNITY SERVICE$500
THE SALVATION ARMY
3900 E ARAPAHOE RDLITTLETONCO80122NONEEXEMPTCOMMUNITY SERVICE$1,000
THE STEAMBOAT INSTITUTE
PO BOX 883037STEAMBOAT SPRINGSCO80488NONEEXEMPTEDUCATIONAL$5,200
THE SWEDE & STELLA JOHNSON ALUMNI ENDOWMENT
THE UNIVERSITY OF ARIZONATUCSONAZ85721NONEEXEMPTEDUCATIONAL$1,000
THE WOLF FAMILY FOUNDATION
501 SILVERSIDE ROAD STE 123WILMINGTONDE198091377NONEEXEMPTCOMMUNITY SERVICE$5,000
UNIVERSITY OF COLORADO FOUNDATION
1800 N GRANT ST STE 725DENVERCO80203NONEEXEMPTMEDICAL$15,000
US LACROSSE FOUNDATION
113 W UNIVERSITY PARKWAYBALTIMOREMD21210NONEEXEMPTCOMMUNITY SERVICE$1,000
VOLUNTEERS OF AMERICA
2660 LARIMER STREETDENVERCO80205NONEEXEMPTCOMMUNITY SERVICE$5,000
WESTERN STOCK SHOW ASSOCIATION
4655 HUMBOLDT STREETDENVERCO802162818NONEEXEMPTCOMMUNITY SERVICE$200,000
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$1,109,083TotalGrantOrContriPdDurYrAmt
Total Grant Or Contri Apprv Fut$0TotalGrantOrContriApprvFutAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$211,997ExclusionAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Exclusion18ExclusionCd
Exclusion$9,013ExclusionAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Unrelated Business Taxbl Incm$0UnrelatedBusinessTaxblIncmAmt
Exclusion$221,010ExclusionAmt
Related Or Exempt Function Incm$0RelatedOrExemptFunctionIncmAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$221,010TotalIncomeProducingActyAmt

Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp

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

Schedule B IRS990ScheduleB

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

Contributor Information ContributorInformationGrp (2 entries)

ContributorContributorNumAddress Line1ContributorUSAddress/AddressLine1TxtCityContributorUSAddress/CityNmState AbbreviationContributorUSAddress/StateAbbreviationCdZIPContributorUSAddress/ZIPCdTotal ContributionsTotalContributionsAmtPerson ContributionPersonContributionInd
HOLLAND H COORS CHARITABLE TRUST TWO
16295 GREENWOOD PLAZA BLVDGREENWOOD VILLAGECO80111$280,963Yes (X)
PETER H AND MARILYN E COORS
2770 HIGH STREETDENVERCO80218$2,933,919Yes (X)

Accounting Fees Schedule AccountingFeesSchedule

Accounting Fees Detail AccountingFeesDetail

FieldValueIRS element (for citing)
Category2015 TAX PREPARATION & ACCOUNTING FEESCategoryTxt
Amt$4,995Amt
Net Investment Income$2,498NetInvestmentIncomeAmt
Disbursements Charitable Prps$2,497DisbursementsCharitablePrpsAmt

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp (20 entries)

StockStockNmEOY Book ValueEOYBookValueAmtEOYFMVEOYFMVAmt
CHAMPLAIN SMALL CO FD$154,520$157,031
CAUSEWAY INTERNATIONAL VALUE FUND INST #1271$47,313$46,674
GOLDMAN SACHS FS FEDERAL INST #520$1,298,648$1,298,647
GRAPHIC PACKAGING HOLDING CO$1$368,160
HARBOR MID CAP VALUE FUND #023$48,039$118,010
HARDING LOEVNER EMERGING MKTS$99,378$88,260
ISHARES MSCI EMU$1,173,719$1,099,415
ISHARES MSCI EAFE INDEX FUND$193,821$184,909
ISHARES RUSSELL MIDCAP INDEX$1,393,415$1,656,065
ISHARES RUSSELL 2000 VALUE$634,898$714,435
ISHARES COHEN & STEERS RLTY$331,350$335,388
JENSEN PORTFOLIO$265,320$257,753
MOLSON COORS BREWING CO -B$632,213$2,232,681
OAKMARK INTERNATIONAL FUND (HARRIS)$227,660$227,055
SPDR S&P 500 ETF TRUST$1,445,026$1,711,346
T ROWE PRICE MID-CAP GROWTH #64$227,784$273,209
US BANKCORP DEL COM NEW$1$1,130,140
VANGUARD ENERG FUND$300,119$304,747
WEITZ VALUE FUND$177,880$219,430
WILLIAM BLAIR INTL GROWTH-I$119,200$118,409

Investments Other Schedule2 InvestmentsOtherSchedule2

Investments Other InvestmentsOtherGrp (3 entries)

Category Or ItemCategoryOrItemTxtListed At Cost Or FMVListedAtCostOrFMVCdBook ValueBookValueAmtEOYFMVEOYFMVAmt
ANCHORAGE VENTURE FUND V LLLPAT COST$26,863$34,069
ECA MARCELLUS TRUST IAT COST$206,819$59,985
7899 LEXINGTON LLCAT COST$375,183$375,183

Other Assets Schedule OtherAssetsSchedule

Other Assets Schedule OtherAssetsScheduleGrp

FieldValueIRS element (for citing)
DescESCROWED FUNDS FOR 7899 LEXINGTON LLC INVESTMENTDesc
BOY Book Value$500,000BOYBookValueAmt
EOY Book Value$0EOYBookValueAmt
EOYFMV$0EOYFMVAmt

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp (3 entries)

DescDescRevenue And Expenses Per BooksRevenueAndExpensesPerBooksAmtNet Investment IncomeNetInvestmentIncomeAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
DELAWARE ANNUAL FEE$296$148$148
BANK CHARGES$162$81$81
NET LOSS FROM PARTNERSHIP INVESTMENTS$344,027$0$0

Other Professional Fees Schedule OtherProfessionalFeesSchedule

Other Professional Fees Detail OtherProfessionalFeesDetail

FieldValueIRS element (for citing)
CategoryINVESTMENT MANAGEMENT FEESCategoryTxt
Amt$64,508Amt
Net Investment Income$64,508NetInvestmentIncomeAmt
Disbursements Charitable Prps$0DisbursementsCharitablePrpsAmt

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail

FieldValueIRS element (for citing)
CategoryFOREIGN TAXESCategoryTxt
Amt$62Amt
Net Investment Income$62NetInvestmentIncomeAmt
Disbursements Charitable Prps$0DisbursementsCharitablePrpsAmt

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